EVERTEC, Inc. (EVTC) — Institutional Holders, Q2 2026 (page 3)
255 institutional investment managers reported a EVTC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 255. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVTC 13F holders ranked 201–255 of 255
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | BNP Paribas Asset Management Holding S.A.#201 · 883 sh | 883 | $24.5K | 0.00% | +34.4% |
| 202 | Farther Finance Advisors#202 · 686 sh | 686 | $19.1K | — | +0.1% |
| 203 | NISA INVESTMENT ADVISORS#203 · 657 sh | 657 | $18.3K | — | -27.3% |
| 204 | FIRST HORIZON NATIONAL#204 · 642 sh | 642 | $17.8K | — | 0.0% |
| 205 | Salomon & Ludwin#205 · 546 sh | 546 | $15.9K | <0.01% | -36.1% |
| 206 | True Wealth Design#206 · 559 sh | 559 | $15.5K | — | +488.4% |
| 207 | Steward Partners Investment Advisory#207 · 538 sh | 538 | $14.9K | <0.01% | 0.0% |
| 208 | Kilter Group#208 · 523 sh | 523 | $14.5K | <0.01% | +107.5% |
| 209 | Smartleaf Asset Management#209 · 526 sh | 526 | $14.5K | <0.01% | 0.0% |
| 210 | Essential Partners#210 · 494 sh | 494 | $13.7K | — | +12.8% |
| 211 | Bare Financial Services#211 · 447 sh | 447 | $12.4K | <0.01% | +1108.1% |
| 212 | HARBOUR INVESTMENTS#212 · 440 sh | 440 | $12.2K | <0.01% | +1.4% |
| 213 | Rockefeller Capital Management L.P.#213 · 439 sh | 439 | $12.2K | 0.00% | +60.2% |
| 214 | HARBOR CAPITAL ADVISORS#214 · 422 sh | 422 | $12.0K | — | -4.5% |
| 215 | Pacer Advisors#215 · 431 sh | 431 | $12.0K | 0.00% | New |
| 216 | NewEdge Advisors#216 · 356 sh | 356 | $9.9K | 0.00% | New |
| 217 | ROTHSCHILD INVESTMENT#217 · 353 sh | 353 | $9.8K | <0.01% | +88.8% |
| 218 | Continuum Advisory#218 · 345 sh | 345 | $9.6K | <0.01% | New |
| 219 | US BANCORP \DE\#219 · 227 sh | 227 | $6.3K | 0.00% | 0.0% |
| 220 | Sterling Capital Management#220 · 219 sh | 219 | $6.1K | — | -47.6% |
| 221 | Basepoint Wealth#221 · 196 sh | 196 | $5.4K | <0.01% | -8.4% |
| 222 | J.Safra Asset Management#222 · 191 sh | 191 | $5.3K | <0.01% | 0.0% |
| 223 | CX Institutional#223 · 172 sh | 172 | $5.0K | — | -99.9% |
| 224 | Pinnacle Wealth Planning Services#224 · 170 sh | 170 | $4.7K | <0.01% | -88.1% |
| 225 | UMB Bank, n.a.#225 · 161 sh | 161 | $4.5K | <0.01% | -40.1% |
| 226 | Solstein Capital#226 · 158 sh | 158 | $4.4K | <0.01% | 0.0% |
| 227 | Frazier Financial Advisors#227 · 156 sh | 156 | $4.3K | <0.01% | 0.0% |
| 228 | SJS Investment Consulting#228 · 154 sh | 154 | $4.3K | — | +431.0% |
| 229 | ENTRUST FINANCIAL#229 · 138 sh | 138 | $3.8K | <0.01% | 0.0% |
| 230 | Clearstead Advisors#230 · 131 sh | 131 | $3.6K | 0.00% | New |
| 231 | BROWN, LISLE/CUMMINGS#231 · 103 sh | 103 | $2.9K | — | +106.0% |
| 232 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#232 · 96 sh | 96 | $2.7K | 0.00% | New |
| 233 | BELLEVUE ASSET MANAGEMENT#233 · 56 sh | 56 | $1.6K | <0.01% | New |
| 234 | Wealth Enhancement Services#234 · 53 sh | 53 | $1.5K | — | New |
| 235 | Keating Financial Advisory Services#235 · 45 sh | 45 | $1.3K | <0.01% | -10.0% |
| 236 | Rossby Financial, LCC#236 · 42 sh | 42 | $1.2K | <0.01% | -4.5% |
| 237 | FARMERS & MERCHANTS INVESTMENTS#237 · 40 sh | 40 | $1.1K | — | 0.0% |
| 238 | Covestor Ltd#238 · 46 sh | 46 | $1.0K | <0.01% | +206.7% |
| 239 | Triumph Capital Management#239 · 24 sh | 24 | $667.00 | — | 0.0% |
| 240 | SBI Securities , Ltd.#240 · 20 sh | 20 | $556.00 | — | +33.3% |
| 241 | GILPIN WEALTH MANAGEMENT#241 · 19 sh | 19 | $528.00 | — | New |
| 242 | Bruce G. Allen Investments#242 · 16 sh | 16 | $444.00 | <0.01% | 0.0% |
| 243 | Caitong International Asset Management , Ltd#243 · 14 sh | 14 | $389.00 | <0.01% | -53.3% |
| 244 | Cornerstone Planning Group#244 · 13 sh | 13 | $381.00 | — | New |
| 245 | Arlington#245 · 13 sh | 13 | $361.00 | — | 0.0% |
| 246 | MassMutual Private Wealth & , FSB#246 · 12 sh | 12 | $333.00 | — | -86.7% |
| 247 | JPL Wealth Management#247 · 7 sh | 7 | $195.00 | 0.00% | New |
| 248 | Quarry#248 · 7 sh | 7 | $194.00 | 0.00% | New |
| 249 | Westfuller Advisors#249 · 6 sh | 6 | $175.00 | <0.01% | 0.0% |
| 250 | Abound Wealth Management#250 · 5 sh | 5 | $139.00 | — | 0.0% |
| 251 | Davis Capital Management#251 · 4 sh | 4 | $111.00 | — | New |
| 252 | Hughes Financial Services#252 · 3 sh | 3 | $83.00 | 0.00% | +200.0% |
| 253 | Basecamp Wealth Advisors#253 · 1 sh | 1 | $28.00 | 0.00% | 0.0% |
| 254 | CULLEN/FROST BANKERS#254 · 0 sh | 0 | $1.00 | 0.00% | New |
| 255 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#255 · 74,225 sh | 74,225 | — | — | +26.6% |
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.