Vault-13

EVOLENT HEALTH INC EVH

CL A · Common Stock · CUSIP 30050B101 · ISIN US30050B1017

199 institutional holders +7 vs Q1 2026
112,193,600112.2m shares reported held*
99.2% of all shares outstanding*
$607.7mreported value*
34 new 68 added 64 reduced 29 sold out net bought ≈ $5.9m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($611.4k this quarter). Holder counts are more reliable. Shares outstanding: 113.1m as of 2026-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.42. Options: 6 managers hold calls ($1.1m notional), 6 hold puts ($2.0m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 251Q4 22: 232Q1 23: 241Q2 23: 218Q3 23: 205Q4 23: 236Q1 24: 252Q2 24: 245Q3 24: 264Q4 24: 243Q1 25: 231Q2 25: 223Q3 25: 240Q4 25: 216Q1 26: 192Q2 26: 199199Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022251
Q4 2022232
Q1 2023241
Q2 2023218
Q3 2023205
Q4 2023236
Q1 2024252
Q2 2024245
Q3 2024264
Q4 2024243
Q1 2025231
Q2 2025223
Q3 2025240
Q4 2025216
Q1 2026192
Q2 2026199

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 129 bought or addedQ3 24: 130 cut or sold outQ4 24: 136 bought or addedQ4 24: 140 cut or sold outQ4 24Q1 25: 123 bought or addedQ1 25: 123 cut or sold outQ2 25: 116 bought or addedQ2 25: 115 cut or sold outQ2 25Q3 25: 120 bought or addedQ3 25: 110 cut or sold outQ4 25: 116 bought or addedQ4 25: 118 cut or sold outQ4 25Q1 26: 97 bought or addedQ1 26: 121 cut or sold outQ2 26: 102 bought or addedQ2 26: 93 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024129130
Q4 2024136140
Q1 2025123123
Q2 2025116115
Q3 2025120110
Q4 2025116118
Q1 202697121
Q2 202610293

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $2.9mQ3 25 puts: $1.6mQ3 25P/C 0.56Q4 25 calls: $3.0mQ4 25 puts: $966.0kQ4 25P/C 0.32Q1 26 calls: $273.8kQ1 26 puts: $337.4kQ1 26P/C 1.23Q2 26 calls: $1.1mQ2 26 puts: $2.0mQ2 26P/C 1.89
Numbers
QuarterCallsPutsP/C
Q3 2025$2.9m$1.6m0.56
Q4 2025$3.0m$966.0k0.32
Q1 2026$273.8k$337.4k1.23
Q2 2026$1.1m$2.0m1.89

Biggest buyers

BlackRock, Inc. Added +3,925,979+3.9m
Nuveen, LLC Added +2,866,943+2.9m
MARSHALL WACE, LLP Added +2,628,233+2.6m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND New +1,276,800+1.3m
JACOBS LEVY EQUITY MANAGEMENT, INC Added +991,536+991.5k
Walleye Capital LLC Added +709,839+709.8k
ALGERT GLOBAL LLC New +656,463+656.5k
AQR CAPITAL MANAGEMENT LLC Added +618,762+618.8k
TUDOR INVESTMENT CORP ET AL Added +596,400+596.4k
BANK OF AMERICA CORP /DE/ Added +594,544+594.5k

Biggest sellers

MAVERICK CAPITAL LTD Sold out -2,572,763-2.6m
EVENTIDE ASSET MANAGEMENT, LLC Sold out -2,547,558-2.5m
UBS Group AG Reduced -1,905,078-1.9m
JANE STREET GROUP, LLC Sold out -1,790,147-1.8m
HRT FINANCIAL LP Sold out -1,726,196-1.7m
Tejara Capital Ltd Reduced -1,505,194-1.5m
DIMENSIONAL FUND ADVISORS LP Reduced -1,025,278-1.0m
GOLDMAN SACHS GROUP INC Reduced -490,754-490.8k
Hudson Bay Capital Management LP Reduced -403,311-403.3k
Balyasny Asset Management L.P. Reduced -351,226-351.2k

Biggest calls

JANE STREET GROUP, LLC Added $419.0k77.3k shares
CITADEL ADVISORS LLC Added $377.8k69.7k shares
Walleye Capital LLC New $97.0k17.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $78.0k14.4k shares
SIMPLEX TRADING, LLC Reduced $47.7k8.8k shares
GROUP ONE TRADING LLC Reduced $42.3k7.8k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $750.7k138.5k shares
GROUP ONE TRADING LLC Added $472.1k87.1k shares
JANE STREET GROUP, LLC Added $304.1k56.1k shares
CITADEL ADVISORS LLC Added $243.9k45.0k shares
IMC-Chicago, LLC New $127.9k23.6k shares
SIMPLEX TRADING, LLC Added $112.2k20.7k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CADIAN CAPITAL MANAGEMENT, LP 13G · institution new · filed 2025-05-15 9.3% new 10.8m≈ $58.5m 2025-05-15
BlackRock Portfolio Management LLC 13G · institution new · filed 2026-07-17 5.5% new 6.2m≈ $33.8m 2026-07-17
Boehler Adam 13G · exempt (held before listing) new · filed 2025-11-14 5.2% new 5.8m≈ $31.5m 2025-11-14

Fell to 5% or below in the last year: MORGAN STANLEY (2.7%, 2026-09-08), VANGUARD GROUP INC (0.0%, 2026-03-26), EVENTIDE ASSET MANAGEMENT, LLC (0.0%, 2026-02-13), FMR LLC (0.7%, 2026-02-05), Durable Capital Partners LP (0.0%, 2025-11-14)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 9 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20259$1.2m0——
Q2 20250—0——
Q3 20250—0——
Q4 20251$38.2k0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—1$329.5k$329.5k
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-26 McCarthy Daniel Joseph PRESIDENT Sold plan 65,892 $5.00 $329.5k65.9k shares -9%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 14,814,85114.8m $80.3m $80.3m 0.00% Added +3.9m +3,925,979
2 CADIAN CAPITAL MANAGEMENT, LP 4.44% of their portfolio NEW YORK, NY 10,814,47310.8m $58.6m $58.6m 4.44% Unchanged
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,969,0129.0m $48.6m $48.6m 0.00% Reduced -112.1k -112,067
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 6,245,2836.2m $33.8m $33.8m 0.01% Reduced -1.9m -1,905,078
5 Rubicon Founders LLC 16.05% of their portfolio NASHVILLE, TN 5,816,1235.8m $31.5m $31.5m 16.05% Unchanged
6 Engaged Capital LLC 9.22% of their portfolio Newport Beach, CA 5,563,9125.6m $30.2m $30.2m 9.22% Unchanged
7 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 5,107,5615.1m $27.7m $27.7m 0.02% Reduced -326.5k -326,471
8 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 4,787,9944.8m $26.0m $26.0m 0.00% Reduced -79.4k -79,409
9 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 3,413,2453.4m $18.5m $18.5m 0.02% Added +2.6m +2,628,233
10 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 3,132,0853.1m $17.0m $17.0m 0.00% Added +2.9m +2,866,943
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,904,9122.9m $15.7m $15.7m 0.00% Added +286.5k +286,487
12 Rock Springs Capital Management LP 0.66% of their portfolio Baltimore, MD 2,500,0002.5m $13.6m $13.6m 0.66% Reduced -175.0k -175,000
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,460,4312.5m $13.3m $13.3m 0.00% Reduced -186.0k -185,967
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 2,131,5732.1m $11.6m $11.6m 0.00% Added +182.1k +182,127
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,745,8521.7m $9.5m $9.5m 0.00% Reduced -490.8k -490,754
16 Rock Point Advisors, LLC 2.28% of their portfolio BURLINGTON, VT 1,719,8861.7m $9.3m $9.3m 2.28% Reduced -66.8k -66,795
17 JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio FLORHAM PARK, NJ 1,601,6381.6m $8.7m $8.7m 0.03% Added +991.5k +991,536
18 KENNEDY CAPITAL MANAGEMENT LLC 0.15% of their portfolio ST LOUIS, MO 1,567,8161.6m $8.5m $8.5m 0.15% Reduced -29.8k -29,799
19 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,347,8221.3m $7.3m $7.3m 0.00% Added +416.9k +416,944
20 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 1,276,8001.3m $6.9m $6.9m 0.01% New
21 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 1,263,6531.3m $6.8m $6.8m 0.01% Added +392.2k +392,160
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,003,2451.0m $5.4m $5.4m 0.00% Added +86.1k +86,108
23 Hudson Bay Capital Management LP 0.02% of their portfolio STAMFORD, CT 913,109913.1k $4.9m $4.9m 0.02% Reduced -403.3k -403,311
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 875,398875.4k $4.7m $4.7m 0.00% Added +594.5k +594,544
25 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 860,358860.4k $4.7m $4.7m 0.00% Reduced -31.0k -31,045
26 Walleye Capital LLC 0.02% of their portfolio NEW YORK, NY 845,787845.8k $4.6m $4.6m 0.02% Added +709.8k +709,839
27 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 792,768792.8k $4.3m $4.3m 0.00% Added +618.8k +618,762
28 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 765,020765.0k $4.1m $4.1m 0.00% Reduced -1.0m -1,025,278
29 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 762,362762.4k $4.1m $4.1m 0.00% Added +34.5k +34,467
30 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 699,267699.3k $3.8m $3.8m 0.02% Added +596.4k +596,400
31 Voleon Capital Management LP 0.07% of their portfolio BERKELEY, CA 666,502666.5k $3.6m $3.6m 0.07% Reduced -182.8k -182,788
32 ALGERT GLOBAL LLC 0.04% of their portfolio SAN FRANCISCO, CA 656,463656.5k $3.6m $3.6m 0.04% New
33 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.01% of their portfolio NEW YORK, NY 630,000630.0k $3.4m $3.4m 0.01% Unchanged
34 GSA CAPITAL PARTNERS LLP 0.19% of their portfolio LONDON, X0 561,189561.2k $3.0m $3.0m 0.19% Added +248.5k +248,530
35 Man Group plc 0.00% of their portfolio LONDON, X0 498,272498.3k $2.7m $2.7m 0.00% Added +401.4k +401,395
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 488,814488.8k $2.6m $2.6m 0.00% Reduced -216.4k -216,408
37 FORMULA GROWTH LTD 0.92% of their portfolio MONTREAL, A8 485,000485.0k $2.6m $2.6m 0.92% Added +270.0k +270,000
38 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 465,146465.1k $2.5m $2.5m 0.00% Reduced -346.9k -346,949
39 Tejara Capital Ltd 0.98% of their portfolio London, X0 441,456441.5k $2.4m $2.4m 0.98% Reduced -1.5m -1,505,194
40 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 414,582414.6k $2.2m $2.2m 0.00% Reduced -29.3k -29,342
41 Jump Financial, LLC 0.02% of their portfolio Chicago, IL 388,090388.1k $2.1m $2.1m 0.02% Added +38.0k +37,951
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 371,753371.8k $2.0m $2.0m 0.00% Added +140.2k +140,159
43 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 364,129364.1k $2.0m $2.0m 0.00% First filing
44 Benefit Street Partners LLC 2.83% of their portfolio NEW YORK, NY 363,165363.2k $2.0m $2.0m 2.83% New
45 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 344,628344.6k $1.9m $1.9m 0.00% Added +16.1k +16,092
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 330,017330.0k $1.8m $1.8m 0.00% Reduced -17.4k -17,355
47 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 303,343303.3k $1.6m $1.6m 0.00% Reduced -72.5k -72,456
48 BRIGHTON JONES LLC 0.03% of their portfolio SEATTLE, WA 294,096294.1k $1.6m $1.6m 0.03% Added +2.6k +2,631
49 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 291,600291.6k $1.6m $1.6m 0.01% Unchanged
50 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 264,477264.5k $1.4m $1.4m 0.00% Added +163.9k +163,930
51 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 264,453264.5k $1.4m $1.4m 0.00% New
52 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 250,842250.8k $1.4m $1.4m 0.00% Reduced -139.5k -139,452
53 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 249,803249.8k $1.4m $1.4m 0.00% Reduced -52.5k -52,478
54 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 247,500247.5k $1.3m $1.3m 0.01% Reduced -42.0k -42,000
55 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 237,199237.2k $1.3m $1.3m 0.00% Added +76.1k +76,074
56 CONGRESS ASSET MANAGEMENT CO 0.01% of their portfolio BOSTON, MA 228,692228.7k $1.2m $1.2m 0.01% Added +2.4k +2,414
57 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 227,708227.7k $1.2m $1.2m 0.00% Added +160.4k +160,407
58 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 216,175216.2k $1.2m $1.2m 0.00% Reduced -341.7k -341,655
59 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 204,990205.0k $1.1m $1.1m 0.00% New
60 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 203,369203.4k $1.1m $1.1m 0.00% Added +66.4k +66,428
61 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 198,300198.3k $1.1m $1.1m 0.01% Reduced -86.0k -86,000
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 196,930196.9k $1.1m $1.1m 0.00% Added +105.4k +105,393
63 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 190,754190.8k $1.0m $1.0m 0.01% Reduced -55.4k -55,381
64 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 171,751171.8k $930.9k $930.9k 0.00% New
65 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 165,606165.6k $898.0k $898.0k 0.00% Added +15.8k +15,785
66 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 159,986160.0k $867.1k $867.1k 0.01% Added +145.0k +145,003
67 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 157,823157.8k $855.4k $855.4k 0.00% Added +5.3k +5,253
68 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 150,000150.0k $813.0k $813.0k 0.01% New
69 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 140,267140.3k $760.2k $760.2k 0.00% Added +135.4k +135,437
70 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 123,790123.8k $282.2k $282.2k 0.00% Unchanged
71 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 112,419112.4k $609.3k $609.3k 0.01% Reduced -171.1k -171,099
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 108,973109.0k $590.6k $590.6k 0.00% Added +58.3k +58,273
73 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 107,436107.4k $582.3k $582.3k 0.00% Reduced -42.8k -42,810
74 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 100,896100.9k $546.9k $546.9k 0.00% New
75 Quinn Opportunity Partners LLC 0.03% of their portfolio CHARLOTTESVILLE, VA 99,68799.7k $540.3k $540.3k 0.03% Unchanged
76 Atom Investors LP 0.04% of their portfolio AUSTIN, TX 90,13890.1k $488.5k $488.5k 0.04% Reduced -212.3k -212,268
77 Tempus Wealth Planning, LLC 0.09% of their portfolio IRVINE, CA 83,80583.8k $454.2k $454.2k 0.09% Reduced -75.7k -75,665
78 State of Wyoming 0.05% of their portfolio CHEYENNE, WY 82,35482.4k $446.4k $446.4k 0.05% Reduced -39.4k -39,397
79 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 81,59481.6k $442.2k $442.2k 0.00% Added +66.7k +66,687
80 Graham Capital Management, L.P. 0.01% of their portfolio ROWAYTON, CT 76,92476.9k $416.9k $416.9k 0.01% Reduced -106.6k -106,623
81 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 71,48871.5k $387.5k $387.5k 0.00% Reduced -2.7k -2,692
82 NATIXIS 0.00% of their portfolio PARIS, I0 71,00071.0k $384.8k $384.8k 0.00% Reduced -2.1k -2,100
83 Smithfield Trust Co 0.02% of their portfolio PITTSBURGH, PA 70,58470.6k $383.0k $383.0k 0.02% Added +67.8k +67,849
84 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 69,25169.3k $375.3k $375.3k 0.00% New
85 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 67,37867.4k $365.2k $365.2k 0.00% Added +30.6k +30,593
86 NORGES BANK 0.00% of their portfolio OSLO, Q8 63,45463.5k $343.9k $343.9k 0.00% Not comparable
87 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 61,05061.0k $352.3k $352.3k 0.00% Reduced -329.4k -329,430
88 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 60,77760.8k $329.4k $329.4k 0.00% Unchanged
89 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 60,70260.7k $329.0k $329.0k 0.00% Reduced -46.4k -46,364
90 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 60,22160.2k $326.4k $326.4k 0.01% Reduced -210.3k -210,317
91 GROUP ONE TRADING LLC 0.01% of their portfolio CHICAGO, IL 60,04160.0k $325.4k $325.4k 0.01% New
92 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 55,46555.5k $300.6k $300.6k 0.00% Added +14.2k +14,237
93 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 55,35955.4k $300.0k $300.0k 0.00% Added +13.6k +13,556
94 INCEPTIONR LLC 0.07% of their portfolio Lafayette, CA 49,77849.8k $269.8k $269.8k 0.07% New
95 IRONWOOD INVESTMENT MANAGEMENT LLC 0.09% of their portfolio BOSTON, MA 49,40849.4k $267.8k $267.8k 0.09% Added +5.0k +4,973
96 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,85445.9k $248.5k $248.5k 0.00% Added +6.8k +6,827
97 Numerai GP LLC 0.02% of their portfolio SAN FRANCISCO, CA 44,95245.0k $243.6k $243.6k 0.02% New
98 Callan Family Office, LLC 0.00% of their portfolio RADNOR, PA 37,21937.2k $201.7k $201.7k 0.00% Added +5.7k +5,668
99 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 36,24936.2k $196.5k $196.5k 0.00% Added +1.2k +1,210
100 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 35,84835.8k $194.3k $194.3k 0.00% New