Filing Research | EVI - EVI INDS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	668.3KSH	$9.9M
2	Empire Life Investments Inc.	Shares	152.5KSH	$2.3M
3	Swedbank AB	Shares	66.2KSH	$978.1K
4	Hilltop National Bank	Shares	4.1KSH	$60.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	1.7KSH	$24.6K
6	GAMMA Investing LLC	Shares	16SH	$236
7	EverSource Wealth Advisors, LLC	Shares	12SH	$178
8	IFP Advisors, Inc	Shares	10SH	$148
9	True Wealth Design, LLC	Shares	3SH	$45
10	Farther Finance Advisors, LLC	Shares	2SH	$30
11	State of Alaska, Department of Revenue	Shares	364SH	$5

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	IFP Advisors, Inc added	Shares	+9	+$127	$148
2	True Wealth Design, LLC added	Shares	+2	+$24	$45
3	Farther Finance Advisors, LLC added	Shares	+1	+$9	$30
4	State of Alaska, Department of Revenue unchanged	Shares	0	-$2	$5
5	EverSource Wealth Advisors, LLC trimmed	Shares	-3	-$132	$178
6	GAMMA Investing LLC trimmed	Shares	-110	-$2.4K	$236
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$9.7K	$24.6K
8	Hilltop National Bank unchanged	Shares	0	-$23.7K	$60.5K
9	Empire Life Investments Inc. trimmed	Shares	-5.9K	-$1.1M	$2.3M
10	Conestoga Capital Advisors, LLC trimmed	Shares	-33.6K	-$4.6M	$9.9M
11	Swedbank AB trimmed	Shares	-308.8K	-$6.7M	$978.1K

Filing Research | EVI - EVI INDS INC Institutional Holdings