Evolent Health, Inc. (EVH) — Institutional Holders, Q2 2026 (page 3)
221 institutional investment managers reported a EVH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $933.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 221. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVH 13F holders ranked 201–221 of 221
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SJS Investment Consulting#201 · 220 sh | 220 | $1.2K | — | +1592.3% |
| 202 | Bogart Wealth#202 · 188 sh | 188 | $1.0K | 0.00% | New |
| 203 | Cornerstone Financial Management#203 · 183 sh | 183 | $992.00 | <0.01% | 0.0% |
| 204 | SBI Securities , Ltd.#204 · 135 sh | 135 | $732.00 | — | 0.0% |
| 205 | True Wealth Design#205 · 112 sh | 112 | $608.00 | — | +128.6% |
| 206 | GILL CAPITAL PARTNERS#206 · 78 sh | 78 | $422.00 | — | +100.0% |
| 207 | CoreCap Advisors#207 · 39 sh | 39 | $211.00 | — | 0.0% |
| 208 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#208 · 36 sh | 36 | $195.00 | 0.00% | 0.0% |
| 209 | MARK SHEPTOFF FINANCIAL PLANNING#209 · 25 sh | 25 | $136.00 | <0.01% | 0.0% |
| 210 | Transamerica Financial Advisors#210 · 21 sh | 21 | $113.00 | 0.00% | 0.0% |
| 211 | Wealth Enhancement Services#211 · 18 sh | 18 | $98.00 | — | New |
| 212 | Concord Wealth Partners#212 · 13 sh | 13 | $70.00 | 0.00% | New |
| 213 | Global Retirement Partners#213 · 12 sh | 12 | $65.00 | 0.00% | — |
| 214 | Clearstead Advisors#214 · 8 sh | 8 | $44.00 | 0.00% | New |
| 215 | Dunhill Financial#215 · 5 sh | 5 | $28.00 | 0.00% | 0.0% |
| 216 | Keating Financial Advisory Services#216 · 1 sh | 1 | $5.00 | 0.00% | 0.0% |
| 217 | HUNTINGTON NATIONAL BANK#217 · 1 sh | 1 | $5.00 | 0.00% | 0.0% |
| 218 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#218 · 1,563 sh | 1,563 | — | — | -73.8% |
| 219 | Context Capital Management#219 · 89,055,000 sh | 89,055,000 | — | — | +14.2% |
| 220 | Elequin Securities#220 · 1 sh | 1 | — | — | -92.9% |
| 221 | Arena Capital Advisors, - CA#221 · 29,620,000 sh | 29,620,000 | — | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.