Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
250 institutional managers reported holding EVTC for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 69%. 33 opened new positions; 45 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 9.30M | 14.86% | $262.9M | unchanged | ≤2013 |
| FMR (Fidelity) | 9.26M | 14.79% | $261.7M | trimmed -3.5% | ≤2013 |
| Vanguard Group | 7.36M | 11.75% | $207.9M | added +3.5% | ≤2013 |
| American Century Companies INC | 5.05M | 8.07% | $142.7M | trimmed -3.4% | ≤2013 |
| Kayne Anderson Rudnick Investment Management LLC | 3.06M | 4.89% | $86.5M | added +6.7% | 2020 Q3 |
| State Street | 2.50M | 4.00% | $70.7M | added +2.9% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 1.83M | 2.93% | $51.9M | added +57.1% | 2016 Q1 |
| Pacer Advisors, INC. | 1.77M | 2.83% | $50.1M | opened | 2025 Q3 |
| Dimensional Fund Advisors | 1.57M | 2.50% | $44.3M | trimmed -0.5% | 2017 Q4 |
| Geode Capital | 1.54M | 2.46% | $43.5M | unchanged | ≤2013 |
| Loomis Sayles & CO L P | 1.02M | 1.64% | $29.0M | trimmed -7.7% | 2015 Q3 |
| North Star Asset Management INC | 805.8k | 1.29% | $22.8M | unchanged | 2013 Q3 |
| Northern Trust | 783.5k | 1.25% | $22.1M | added +9.1% | ≤2013 |
| Charles Schwab Investment Management | 781.0k | 1.25% | $22.1M | added +10.2% | ≤2013 |
| T. Rowe Price | 662.7k | 1.06% | $18.7M | added +1.6% | 2018 Q4 |
| D. E. Shaw | 659.6k | 1.05% | $18.6M | trimmed -5.1% | 2022 Q3 |
| Morgan Stanley | 645.0k | 1.03% | $18.2M | added +19.5% | ≤2013 |
| Millennium Management | 604.0k | 0.96% | $17.1M | trimmed -28.8% | ≤2013 |
| Clark Capital Management Group, INC. | 596.3k | 0.95% | $16.9M | added +13.5% | 2023 Q3 |
| Ameriprise Financial INC | 579.0k | 0.93% | $16.4M | trimmed -3.7% | ≤2013 |
| Lone Peak Global Investors LLC (focused) | 551.9k | 0.88% | $15.6M | added +27% | 2017 Q4 |
| Two Sigma | 548.9k | 0.88% | $15.5M | added +348% | 2024 Q1 |
| Boston Partners | 479.9k | 0.77% | $13.6M | trimmed -3.4% | 2025 Q2 |
| BNY Mellon | 457.4k | 0.73% | $12.9M | trimmed -1.5% | ≤2013 |
| Principal Financial Group INC | 435.2k | 0.69% | $12.3M | added +16.1% | ≤2013 |
| Natixis Advisors, LLC | 403.2k | 0.64% | $11.4M | added +14% | 2020 Q4 |
| Wells Fargo & COMPANY/MN | 384.0k | 0.61% | $10.9M | trimmed -14.7% | ≤2013 |
| Jones Financial Companies Lllp | 352.7k | 0.56% | $10.0M | added +296284.9% | 2024 Q1 |
| Panagora Asset Management INC | 348.0k | 0.56% | $9.8M | added +47% | 2025 Q2 |
| Qube Research & Technologies LTD | 336.3k | 0.54% | $9.5M | trimmed -15.2% | 2025 Q1 |
| Goldman Sachs | 332.4k | 0.53% | $9.4M | added +53.4% | ≤2013 |
| Allianz Asset Management GmbH | 318.7k | 0.51% | $9.0M | added +167.4% | 2025 Q4 |
| Bank OF America CORP /DE/ | 309.6k | 0.49% | $8.8M | added +104.7% | ≤2013 |
| Envestnet Asset Management INC | 266.5k | 0.43% | $7.5M | added +43.9% | 2020 Q4 |
| Voloridge Investment Management | 260.5k | 0.42% | $7.4M | trimmed -8.8% | 2021 Q1 |
| Palisade Capital Management, LP | 250.9k | 0.40% | $7.1M | trimmed -5.3% | 2024 Q3 |
| Heartland Advisors INC | 250.0k | 0.40% | $7.1M | added +5.3% | 2016 Q2 |
| UBS | 239.4k | 0.38% | $6.8M | added +124.7% | ≤2013 |
| Public Sector Pension Investment Board | 228.9k | 0.37% | $6.5M | added +3.4% | 2017 Q4 |
| Nuveen | 219.5k | 0.35% | $6.2M | trimmed -17% | 2019 Q2 |
| Nicholas Company, INC. | 215.1k | 0.34% | $6.1M | unchanged | 2018 Q4 |
| CX Institutional | 209.9k | 0.34% | $5.9M | opened | 2026 Q1 |
| Schwerin Boyle Capital Management INC (focused) | 194.7k | 0.31% | $5.5M | trimmed -10.5% | 2018 Q1 |
| Alpine Peaks Capital, LP (focused) | 188.2k | 0.30% | $5.3M | added +4.7% | 2021 Q4 |
| Aristides Capital LLC | 186.2k | 0.30% | $5.3M | added +38.7% | 2022 Q2 |
| Invesco | 178.4k | 0.28% | $5.0M | added +10.9% | 2014 Q1 |
| Rhumbline Advisers | 166.6k | 0.27% | $4.7M | added +2% | ≤2013 |
| AQR Capital | 161.6k | 0.26% | $4.6M | added +373.1% | 2025 Q1 |
| Legal & General Group PLC | 161.2k | 0.26% | $4.6M | trimmed -7.2% | 2014 Q3 |
| Dana Investment Advisors, INC. | 148.9k | 0.24% | $4.2M | added +17.9% | 2025 Q3 |
Largest 50 of 250 shown; the full ranked, searchable register is at boothcheck.com/holders/EVTC. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.