SEC 13F Intelligence

EVIEVI INDS INC

CUSIP 26929N102 · Yahoo Finance ↗ · Google Finance ↗

Evi Inds Inc (EVI) has 73 institutional holders in Filings Flow’s 13F database, together reporting 4.54M shares worth $93M as of Q1 2026. The largest reported holders are Gemmer Asset Management LLC, Royce & Associates LP, and Conestoga Capital Advisors, LLC.

Institutional Holders
73
Q1 2026
Reported Value
$93M
Ticker
EVI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 24Q4 ’18Q1 ’19: 26Q2 ’19: 26Q2 ’19Q3 ’19: 24Q2 ’21: 35Q2 ’21Q4 ’21: 36Q4 ’22: 28Q4 ’22Q4 ’25: 66Q1 ’26: 73Q1 ’26Q2 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $64MQ4 ’18Q1 ’19: $67MQ2 ’19: $89MQ2 ’19Q3 ’19: $85MQ2 ’21: $92MQ2 ’21Q4 ’21: $166MQ4 ’22: $63MQ4 ’22Q4 ’25: $134MQ1 ’26: $93MQ1 ’26Q2 ’26: $256,255filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Gemmer Asset Management LLC$1.3B AUM1.94%$25M1.02MQ4 2025OLDER
Conestoga Capital Advisors, LLC$5.0B AUM0.29%$14M701.9KQ1 2026OLDER
Empire Life Investments Inc.$1.6B AUM0.21%$3M158.4KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.19%$861,72641.9KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.18%$18M889.9KQ1 2026OLDER
BHK Investment Advisors, LLC$299M AUM0.13%$380,73018.5KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.08%$1M62.0KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.08%$301,29214.6KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.02%$5M225.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$4M150.7KQ4 2025OLDER
Hilltop National Bank$468M AUM0.01%$60,4504.1KQ2 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$566,35223.0KQ4 2025OLDER
Swedbank AB$95.1B AUM0.01%$8M375.0KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$302,41114.7KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M150.7KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$252,16610.2KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$3M130.2KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$213,2096.7KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$944,26345.9KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$468,38022.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M66.1KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$316,64912.9KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M127.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$335,39216.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$19,592952Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$2M111.8KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$83,1644.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$34,3071.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$8,067392Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$204,2159.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$737,97835.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$3M142.6KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$3M143.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$6M282.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M52.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$8M387.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$135,3456.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$8M319.7KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$871,62542.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$65,7123.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$4,651226Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$399,28919.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$2M92.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$46,4082.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$234,8947.4KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$365,46017.8KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$81,5594.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$810,11139.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$256,03612.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$195,5699.5KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$230,6907.3KQ3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$412Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$82,6704.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$18,110880Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$40,7902.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$6,709326Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$29,6351.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$6,339308Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$9,734473Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$173,7007.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$65,5273.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$2,593126Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$31015Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$23616Q2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$7,862382Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$106,9124.3KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$31,8371.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$211Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1035Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$67,0243.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1447Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$14,468703Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$623Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$16,000795Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5,269256Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$211Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1246Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$211Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$59729Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$422Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$211Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.