EVT Evotec AG
Evotec AG (EVT) Institutional Ownership
What the institutions did with EVT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 1.0M | 7.2% |
| MORGAN STANLEY | 991.4K | 7.0% |
| 1607 Capital Partners, LLC | 947.0K | 6.7% |
| UBS Group AG | 902.5K | 6.3% |
| BANK OF AMERICA CORP /DE/ | 817.7K | 5.7% |
| McGowan Group Asset Management, Inc. | 777.1K | 5.5% |
| WELLS FARGO & COMPANY/MN | 763.6K | 5.4% |
| Joel Isaacson & Co., LLC | 727.3K | 5.1% |
| LPL Financial LLC | 538.4K | 3.8% |
| Stratos Wealth Partners, LTD. | 433.7K | 3.0% |
| Karpus Management, Inc. | 412.7K | 2.9% |
| GUGGENHEIM CAPITAL LLC | 375.6K | 2.6% |
| Kingstone Capital Partners Texas, LLC | 369.5K | 2.6% |
| OSAIC HOLDINGS, INC. | 314.1K | 2.2% |
| Private Advisor Group, LLC | 247.1K | 1.7% |
| AMERIPRISE FINANCIAL INC | 229.9K | 1.6% |
| Advisors Asset Management, Inc. | 218.6K | 1.5% |
| Rockefeller Capital Management L.P. | 208.4K | 1.5% |
| ROYAL BANK OF CANADA | 196.4K | 1.4% |
| Cetera Investment Advisers | 172.9K | 1.2% |
| Steward Partners Investment Advisory, LLC | 159.2K | 1.1% |
| FIRST TRUST ADVISORS LP | 156.3K | 1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 153.9K | 1.1% |
| Cambridge Investment Research Advisors, Inc. | 152.4K | 1.1% |
| &PARTNERS | 146.5K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | Increased | 841.6K | 947.0K | +105.4K |
| NewEdge Advisors, LLC | Increased | 22.7K | 120.1K | +97.4K |
| Cambridge Investment Research Advisors, Inc. | Increased | 75.8K | 152.4K | +76.6K |
| BANK OF AMERICA CORP /DE/ | Reduced | 883.9K | 817.7K | -66.3K |
| Shaker Financial Services, LLC | Sold Out | 62.3K | 0 | -62.3K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 50.3K | 0 | -50.3K |
| Advisors Asset Management, Inc. | Reduced | 268.4K | 218.6K | -49.8K |
| Saba Capital Management, L.P. | New | 0 | 44.2K | +44.2K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | Increased | 90.8K | 128.8K | +38.1K |
| WELLS FARGO & COMPANY/MN | Increased | 728.6K | 763.6K | +35.0K |
| Private Advisor Group, LLC | Increased | 213.8K | 247.1K | +33.3K |
| Allspring Global Investments Holdings, LLC | Increased | 70.0K | 98.4K | +28.4K |
| Samalin Investment Counsel, LLC | Increased | 36.7K | 64.8K | +28.1K |
| Kingstone Capital Partners Texas, LLC | Increased | 341.6K | 369.5K | +27.9K |
| True North Advisors, LLC | New | 0 | 27.0K | +27.0K |
| Sequoia Financial Advisors, LLC | New | 0 | 25.8K | +25.8K |
| XTX Topco Ltd | New | 0 | 25.6K | +25.6K |
| AMERIPRISE FINANCIAL INC | Reduced | 255.5K | 229.9K | -25.6K |
| Stratos Wealth Partners, LTD. | Reduced | 459.0K | 433.7K | -25.3K |
| Cetera Investment Advisers | Increased | 150.9K | 172.9K | +22.0K |
| GUGGENHEIM CAPITAL LLC | Reduced | 396.5K | 375.6K | -20.9K |
| MORGAN STANLEY | Increased | 973.3K | 991.4K | +18.1K |
| OSAIC HOLDINGS, INC. | Increased | 298.3K | 314.1K | +15.8K |
| Richmond Investment Services, LLC | Reduced | 30.8K | 15.1K | -15.7K |
| Advisors Capital Management, LLC | New | 0 | 15.2K | +15.2K |
| LPL Financial LLC | Increased | 523.1K | 538.4K | +15.2K |
| Sound Income Strategies, LLC | Sold Out | 15.0K | 0 | -15.0K |
| Beacon Pointe Advisors, LLC | New | 0 | 14.9K | +14.9K |
| Rockefeller Capital Management L.P. | Increased | 193.5K | 208.4K | +14.9K |
| JANE STREET GROUP, LLC | New | 0 | 14.5K | +14.5K |
| Independent Advisor Alliance | Sold Out | 14.2K | 0 | -14.2K |
| HighTower Advisors, LLC | Increased | 57.7K | 71.7K | +14.0K |
| MGO ONE SEVEN LLC | New | 0 | 13.5K | +13.5K |
| EP Wealth Advisors, LLC | New | 0 | 13.2K | +13.2K |
| STEVENS CAPITAL PARTNERS | New | 0 | 13.0K | +13.0K |
| Calamos Advisors LLC | Sold Out | 11.9K | 0 | -11.9K |
| RFG Advisory, LLC | Sold Out | 11.8K | 0 | -11.8K |
| Simplicity Wealth,LLC | Sold Out | 11.5K | 0 | -11.5K |
| UBS Group AG | Increased | 892.8K | 902.5K | +9.8K |
| CITADEL ADVISORS LLC | New | 0 | 9.7K | +9.7K |
| COOPER/HAIMS ADVISORS, LLC | Sold Out | 9.1K | 0 | -9.1K |
| WOLVERINE ASSET MANAGEMENT LLC | New | 0 | 8.9K | +8.9K |
| VAUGHAN DAVID INVESTMENTS LLC/IL | Sold Out | 8.4K | 0 | -8.4K |
| Next Level Private LLC | New | 0 | 8.3K | +8.3K |
| COMMERCE BANK | New | 0 | 8.0K | +8.0K |
| Accel Wealth Management | Reduced | 82.6K | 74.7K | -8.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 146.2K | 153.9K | +7.7K |
| McGowan Group Asset Management, Inc. | Reduced | 784.8K | 777.1K | -7.7K |
| Sanctuary Advisors, LLC | Increased | 85.4K | 93.0K | +7.6K |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | New | 0 | 7.6K | +7.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 7.5K | +7.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 127.5K | 120.2K | -7.3K |
| STEPHENS INC /AR/ | New | 0 | 7.3K | +7.3K |
| Focus Partners Wealth | Increased | 20.5K | 27.6K | +7.2K |
| Steward Partners Investment Advisory, LLC | Increased | 152.0K | 159.2K | +7.1K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.0M | 1.0M | +6.9K |
| ROYAL BANK OF CANADA | Increased | 189.5K | 196.4K | +6.9K |
| &PARTNERS | Increased | 140.2K | 146.5K | +6.3K |
| Snowden Capital Advisors LLC | Increased | 21.7K | 27.9K | +6.2K |
| Spire Wealth Management | Reduced | 121.6K | 115.6K | -6.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.