EVOLV Institutional Numbers to Date Source: Got all from Fidelity EVOLV Institutional Ownership per Fidelity Chart Institutional ownership: 44.1%
Institutional mutual fund ownership: 8.1%
Mutual fund ownership: 3.4%
Insider ownership: 26.6%
Other (retail ownership): 17.8%
EVOLV Institutional ownership details Institutional share purchases Current quarter: 7.6M
Previous quarter: 13.2M
Institutional shares sold Current quarter: 10.2M
Previous quarter: 7.6M
Net institutional shares purchased Current quarter: -2.5M
Previous quarter: 5.6M
Change in ownership Current quarter: -3.10%
Previous quarter: 7.36%
Institutional mutual fund & mutual fund (no 13F Form) ownership: 11.51%
Top 10 Mutual Fund Holdings by Shares Held | Name | Reporting date | Total holdings | Position value | Outstanding shares owned |
| iShares Russell 2000 ETF (i) | Jan-31-2024 | 2.8M | $10.0M | 1.83% |
| iShares Russell 2000 Value ETF (i) | Jan-31-2024 | 879.0K | $3.1M | 0.58% |
| Fidelity Extended Market Index Fund (i) | Jan-31-2024 | 440.7K | $1.6M | 0.29% |
| Vanguard Total Stock Market Index Fund (i) | Dec-31-2023 | 3.0M | $10.6M | 1.95% |
| Fidelity Small Cap Index Fund (i) | Dec-31-2023 | 1.1M | $4.1M | 0.75% |
| Vanguard Extended Market Index Fund (i) | Dec-31-2023 | 1.1M | $4.1M | 0.75% |
| Royce Smaller Companies Growth Fund (i) | Dec-31-2023 | 379.0K | $1.4M | 0.25% |
| Vanguard Information Technology Index Fund (i) | Nov-30-2023 | 1.8M | $6.4M | 1.17% |
| Schwab Strategic Tr-Schwab U.S. Small Cap ETF (i) | Nov-30-2023 | 352.0K | $1.3M | 0.23% |
| Vanguard Russell 2000 Index Fund (i) | Nov-30-2023 | 347.6K | $1.2M | 0.23% |
EVOLV Institutional Research Reports by Financial Providers Ford Equity Research / Neutral / Mar-22-2024
ISS-EVA / Sell / Mar-28-2024
Refinitiv / Sell / Mar-28-2024
Zacks Investment Research, Inc. / Neutral / Mar-15-2024