Position in EVV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$134,562
-$10,401 QoQ
Shares Held
14,361
-6.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 145 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moors & Cabot, Inc. holds $54,413,943 across 72 Asset Management names. EVV ranks #59 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
9,883 | $9,503,097 | |
| 2 | BX |
Blackstone Inc.
|
47,029 | $5,533,902 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
544,903 | $4,293,835 | |
| 4 | STT |
State Street Corp
|
17,325 | $2,938,320 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
77,969 | $2,352,324 | |
| 6 | AB |
Alliancebernstein Holding L.P.
|
51,706 | $1,821,085 | |
| 7 | SEIC |
Sei Investments Co
|
20,298 | $1,780,337 | |
| 8 | RMT |
Royce Micro-Cap Trust, Inc.
|
114,617 | $1,677,992 |
All Filings in EVV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,562 | 14,361 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $144,963 | 15,340 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $181,541 | 18,319 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $196,910 | 19,400 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $222,683 | 22,313 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $222,707 | 22,795 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $239,691 | 22,806 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $220,971 | 22,687 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $227,106 | 23,293 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $218,241 | 22,781 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $363,688 | 40,231 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $394,711 | 42,170 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $237,089 | 24,070 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $234,937 | 25,020 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $175,041 | 16,945 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $169,299 | 14,470 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $179,077 | 13,670 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $181,818 | 13,795 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $195,518 | 14,745 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $191,281 | 15,145 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $187,574 | 14,970 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $183,448 | 16,220 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $168,711 | 14,970 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $175,229 | 16,578 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||