Filing Research | EVLV - EVOLV TECHNOLOGIES HOLDINGS Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	1.5MSH	$8.9M
2	SAPIENT CAPITAL LLC	Shares	412.0KSH	$2.4M
3	Y-Intercept (Hong Kong) Ltd	Shares	353.9KSH	$2.1M
4	Wedmont Private Capital	Shares	277.1KSH	$1.6M
5	GREENWOOD GEARHART LLC	Shares	200.0KSH	$1.2M
6	CAMPBELL CAPITAL MANAGEMENT INC	Shares	198.6KSH	$1.2M
7	Platform Technology Partners	Shares	139.1KSH	$806.9K
8	Steigerwald, Gordon & Koch Inc.	Shares	105.6KSH	$612.3K
9	ARS Investment Partners, LLC	Shares	97.6KSH	$566.0K
10	MOODY NATIONAL BANK TRUST DIVISION	Shares	84.7KSH	$491.5K
11	Blue Trust, Inc.	Shares	73.1KSH	$424.1K
12	Yorktown Management & Research Co Inc	Shares	72.5KSH	$420.5K
13	SALEM INVESTMENT COUNSELORS INC	Shares	66.6KSH	$386.3K
14	Ardent Capital Management, Inc.	Shares	62.0KSH	$359.6K
15	HAMILTON LANE ADVISORS LLC	Shares	56.8KSH	$329.4K
16	First Bank & Trust	Shares	50.6KSH	$293.2K
17	Police & Firemen's Retirement System of New Jersey	Shares	48.9KSH	$283.7K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.3KSH	$67.0K
19	Sequoia Financial Advisors, LLC	Shares	10.9KSH	$63.2K
20	Legacy Advisors, LLC	Shares	10.7KSH	$62.3K
21	Farther Finance Advisors, LLC	Shares	8.3KSH	$48.0K
22	SBI Securities Co., Ltd.	Shares	1.5KSH	$8.6K
23	WEST PACES ADVISORS INC.	Shares	1.4KSH	$8.3K
24	GAMMA Investing LLC	Shares	887SH	$5.1K
25	EverSource Wealth Advisors, LLC	Shares	533SH	$3.1K
26	LANARK FINANCIAL, INC.	Shares	500SH	$2.9K
27	ST GERMAIN D J CO INC	Shares	500SH	$2.9K
28	ENTRUST FINANCIAL LLC	Shares	472SH	$2.7K
29	IFP Advisors, Inc	Shares	300SH	$1.7K
30	SIGNATUREFD, LLC	Shares	253SH	$1.5K
31	Physician Wealth Advisors, Inc.	Shares	74SH	$430
32	True Wealth Design, LLC	Shares	21SH	$122
33	SJS Investment Consulting Inc.	Shares	17SH	$99
34	Wealth Enhancement Trust Services, Inc.	Shares	15SH	$87
35	Hughes Financial Services, LLC	Shares	11SH	$64
36	FNY Investment Advisers, LLC	Shares	10.0KSH	$58
37	State of Alaska, Department of Revenue	Shares	8.0KSH	$46

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

42 / 42 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+353.9K	+$2.1M	$2.1M
2	Wedmont Private Capital new	Shares	+277.1K	+$1.6M	$1.6M
3	CAMPBELL CAPITAL MANAGEMENT INC added	Shares	+78.6K	+$1.2M	$1.2M
4	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+84.7K	+$491.5K	$491.5K
5	ARS Investment Partners, LLC added	Shares	+50.5K	+$281.3K	$566.0K
6	SAPIENT CAPITAL LLC added	Shares	+30.6K	+$81.9K	$2.4M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.3K	+$67.0K	$67.0K
8	Sequoia Financial Advisors, LLC new	Shares	+10.9K	+$63.2K	$63.2K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+8.2K	+$37.1K	$283.7K
10	WEST PACES ADVISORS INC. new	Shares	+1.4K	+$8.3K	$8.3K
11	SBI Securities Co., Ltd. added	Shares	+1.0K	+$5.7K	$8.6K
12	ENTRUST FINANCIAL LLC new	Shares	+472	+$2.7K	$2.7K
13	IFP Advisors, Inc new	Shares	+300	+$1.7K	$1.7K
14	Physician Wealth Advisors, Inc. new	Shares	+74	+$430	$430
15	EverSource Wealth Advisors, LLC added	Shares	+86	+$387	$3.1K
16	True Wealth Design, LLC new	Shares	+21	+$122	$122
17	SJS Investment Consulting Inc. new	Shares	+17	+$99	$99
18	Wealth Enhancement Trust Services, Inc. new	Shares	+15	+$87	$87
19	Hughes Financial Services, LLC new	Shares	+11	+$64	$64
20	FNY Investment Advisers, LLC added	Shares	+2.5K	+$13	$58
21	State of Alaska, Department of Revenue unchanged	Shares	0	-$2	$46
22	SIGNATUREFD, LLC unchanged	Shares	0	-$64	$1.5K
23	LANARK FINANCIAL, INC. unchanged	Shares	0	-$125	$2.9K
24	ST GERMAIN D J CO INC unchanged	Shares	0	-$125	$2.9K
25	GAMMA Investing LLC trimmed	Shares	-14	-$306	$5.1K
26	Clarity Asset Management, Inc. exited	Shares	-100	-$605	$0
27	Legacy Advisors, LLC unchanged	Shares	0	-$2.7K	$62.3K
28	Farther Finance Advisors, LLC trimmed	Shares	-807	-$6.7K	$48.0K
29	Platform Technology Partners added	Shares	+4.3K	-$8.8K	$806.9K
30	First Bank & Trust trimmed	Shares	-192	-$13.8K	$293.2K
31	HAMILTON LANE ADVISORS LLC unchanged	Shares	0	-$14.2K	$329.4K
32	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$16.6K	$386.3K
33	Yorktown Management & Research Co Inc unchanged	Shares	0	-$18.1K	$420.5K
34	Blue Trust, Inc. unchanged	Shares	0	-$18.3K	$424.1K
35	Ardent Capital Management, Inc. trimmed	Shares	-477	-$18.4K	$359.6K
36	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$26.4K	$612.3K
37	GREENWOOD GEARHART LLC unchanged	Shares	0	-$50.0K	$1.2M
38	NWAM LLC exited	Shares	-10.0K	-$60.5K	$0
39	Abacus Wealth Partners, LLC exited	Shares	-18.5K	-$111.9K	$0
40	Olympiad Research LP exited	Shares	-20.1K	-$121.5K	$0
41	Patriot Financial Group Insurance Agency, LLC exited	Shares	-66.6K	-$402.7K	$0
42	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-77.8K	-$853.2K	$8.9M