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Evertec Inc (EVTC)

CUSIP: 30040P103 | NYSE | Technology · Software - Infrastructure | Small Cap | 953 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,422,251
0.0% of portfolio›$38.3M
Principal Financial Group Inc460,883
0.0% of portfolio›$12.4M
Bank of New York Mellon Corp449,954
0.0% of portfolio›$12.1M
Nicholas Company, Inc.215,175
0.1% of portfolio›$5.8M
Willis Investment Counsel155,480
0.2% of portfolio›$4.2M
Exchange Traded Concepts, LLC104,582
0.0% of portfolio›$2.8M
Tweedy, Browne Co LLC104,582
0.2% of portfolio›$2.8M
Creative Planning88,273
0.0% of portfolio›$2.4M
Bridge City Capital, LLC85,466
0.5% of portfolio›$2.3M
New York State Teachers Retirement System43,980
0.0% of portfolio›$1.2M
Wakefield Asset Management Lllp41,208
0.3% of portfolio›$1.1M
State of New Jersey Common Pension Fund D39,451
0.0% of portfolio›$1.1M
Thrivent Financial for Lutherans38,004
0.0% of portfolio›$1.0M
Davenport & Co LLC37,169
0.0% of portfolio›$1.0M
HUB Investment Partners, LLC31,862
0.0% of portfolio›$858.7K
Illinois Municipal Retirement Fund31,675
0.0% of portfolio›$853.6K
Bailard, Inc.29,500
0.0% of portfolio›$795.0K
Fifth Third Wealth Advisors LLC27,982
0.0% of portfolio›$754.1K
Louisiana State Employees Retirement System25,500
0.0% of portfolio›$687.2K
Mitsubishi UFJ Asset Management (UK) Ltd.20,000
0.7% of portfolio›$539.0K
Smith Group Asset Management, LLC18,263
0.0% of portfolio›$492.2K
Wealth Enhancement Advisory Services, LLC17,847
0.0% of portfolio›$523.6K
Achmea Investment Management B.V.17,500
0.0% of portfolio›$472.0K
Lido Advisors, LLC17,389
0.0% of portfolio›$468.6K
Arizona State Retirement System17,357
0.0% of portfolio›$467.8K
Truist Financial Corp15,999
0.0% of portfolio›$431.2K
Amalgamated Bank15,564
0.0% of portfolio›$419.0K
Yousif Capital Management, LLC15,201
0.0% of portfolio›$409.7K
Fifth Third Bancorp14,936
0.0% of portfolio›$402.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,079
0.0% of portfolio›$379.4K
Allspring Global Investments Holdings, LLC13,687
0.0% of portfolio›$374.9K
Citigroup Inc13,388
0.0% of portfolio›$360.8K
Oregon Public Employees Retirement Fund13,360
0.0% of portfolio›$360.1K
Maryland State Retirement & Pension System13,144
0.0% of portfolio›$354.2K
State of Alaska, Department of Revenue12,323
0.0% of portfolio›$331.0K
Crestwood Advisors Group, LLC12,157
0.0% of portfolio›$327.6K
Equitable Trust Co10,944
0.0% of portfolio›$294.9K
Swiss Life Asset Management Ltd10,735
0.0% of portfolio›$289.3K
Pictet Asset Management Holding SA10,614
0.0% of portfolio›$286.0K
Symmetry Partners, LLC10,602
0.0% of portfolio›$285.7K
OpenArc Corporate Advisory, LLC8,908
0.0% of portfolio›$240.1K
Atria Investments, Inc8,839
0.0% of portfolio›$238.2K
Paragon Advisors, LLC8,802
0.0% of portfolio›$237.2K
ProShare Advisors LLC8,534
0.0% of portfolio›$230.0K
Farther Finance Advisors, LLC7,115
0.0% of portfolio›$191.8K
IFP Advisors, Inc6,295
0.0% of portfolio›$169.7K
EverSource Wealth Advisors, LLC6,214
0.0% of portfolio›$167.5K
Blue Trust, Inc.2,352
0.0% of portfolio›$63.4K
KBC Group NV2,300
0.0% of portfolio›$62.0K
Parallel Advisors, LLC2,163
0.0% of portfolio›$58.3K
Sterling Capital Management LLC2,079
0.0% of portfolio›$56.0K
Parkside Financial Bank & Trust1,563
0.0% of portfolio›$42.1K
Richardson Financial Services Inc.1,506
0.0% of portfolio›$40.6K
Versant Capital Management, Inc981
0.0% of portfolio›$26.4K
Fortitude Family Office, LLC873
0.0% of portfolio›$23.5K
TD Private Client Wealth LLC821
0.0% of portfolio›$22.1K
Pinnacle Wealth Planning Services, Inc.776
0.0% of portfolio›$20.9K
First Horizon Corp625
0.0% of portfolio›$16.8K
Assetmark, Inc586
0.0% of portfolio›$15.8K
Salomon & Ludwin, LLC546
0.0% of portfolio›$14.7K
Essential Partners LLC497
0.0% of portfolio›$13.4K
True Wealth Design, LLC488
0.0% of portfolio›$13.2K
Clark Wealth Partners440
0.0% of portfolio›$11.9K
Bare Financial Services, Inc440
0.0% of portfolio›$11.9K
SJS Investment Consulting Inc.418
0.0% of portfolio›$11.3K
Harbor Capital Advisors, Inc.391
0.0% of portfolio›$11
Nisa Investment Advisors, LLC363
0.0% of portfolio›$9.8K
KFG LLC329
0.0% of portfolio›$8.9K
J.Safra Asset Management Corp270
0.0% of portfolio›$7.3K
US Bancorp \de\227
0.0% of portfolio›$6.1K
Root Financial Partners, LLC208
0.0% of portfolio›$5.6K
Provenance Wealth Advisors, LLC152
0.0% of portfolio›$4.1K
Entrust Financial LLC138
0.0% of portfolio›$3.7K
Farmers & Merchants Investments Inc65
0.0% of portfolio›$1.8K
Rossby Financial, LCC60
0.0% of portfolio›$1.6K
Brown, Lisle Ings, Inc.53
0.0% of portfolio›$1.4K
Covestor Ltd48
0.0% of portfolio›$1
Godsey & Gibb, Inc37
0.0% of portfolio›$998
UMB Private Wealth Management, LLC34
0.0% of portfolio›$916
Fairway Wealth LLC26
0.0% of portfolio›$701
Triumph Capital Management24
0.0% of portfolio›$647
SBI Securities Co., Ltd.20
0.0% of portfolio›$539
Simplex Trading, LLC15
0.0% of portfolio›$404
Gilpin Wealth Management, LLC13
0.0% of portfolio›$351
Arlington Trust Co LLC13
0.0% of portfolio›$350
MassMutual Private Wealth & Trust, FSB12
0.0% of portfolio›$323
Valley National Advisers Inc11
0.0% of portfolio›$297
Proathlete Wealth Management LLC8
0.0% of portfolio›$215
Meriwether Wealth & Planning, LLC6
0.0% of portfolio›$162
Abound Wealth Management5
0.0% of portfolio›$135
Financial Consulate, Inc5
0.0% of portfolio›$135
JFS Wealth Advisors, LLC5
0.0% of portfolio›$135
Davis Capital Management4
0.0% of portfolio›$108
Hughes Financial Services, LLC3
0.0% of portfolio›$93
Cullen T Bankers, Inc.0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,422,251$38.3M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
460,883$12.4M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
449,954$12.1M0.0%CoreLowNew York, NY2026-11-05
Nicholas Company, Inc.
215,175$5.8M0.1%CoreLowMilwaukee, WI2026-11-05
Willis Investment Counsel
155,480$4.2M0.2%CoreLowGainesville, GA2026-10-20
Exchange Traded Concepts, LLC
104,582$2.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Tweedy, Browne Co LLC
104,582$2.8M0.2%Deep ValueLowStamford, CT2026-11-04
Creative Planning
88,273$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Bridge City Capital, LLC
85,466$2.3M0.5%ValueMediumLake Oswego, OR2026-10-29
New York State Teachers Retirement System
43,980$1.2M0.0%CoreVery LowAlbany, NY2026-10-22
Wakefield Asset Management Lllp
41,208$1.1M0.3%ValueMediumEnglewood, CO2026-11-05
State of New Jersey Common Pension Fund D
39,451$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Thrivent Financial for Lutherans
38,004$1.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Davenport & Co LLC
37,169$1.0M0.0%CoreMediumRichmond, VA2026-10-14
HUB Investment Partners, LLC
31,862$858.7K0.0%GrowthLowAustin, TX2026-11-03
Illinois Municipal Retirement Fund
31,675$853.6K0.0%CoreMediumOak Brook, IL2026-11-05
Bailard, Inc.
29,500$795.0K0.0%GrowthMediumFoster City, CA2026-10-13
Fifth Third Wealth Advisors LLC
27,982$754.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Louisiana State Employees Retirement System
25,500$687.2K0.0%IndexLowBaton Rouge, LA2026-10-20
Mitsubishi UFJ Asset Management (UK) Ltd.
20,000$539.0K0.7%CoreHighLondon, United Kingdom2026-10-22
Smith Group Asset Management, LLC
18,263$492.2K0.0%GrowthLowDallas, TX2026-10-27
Wealth Enhancement Advisory Services, LLC
17,847$523.6K0.0%CoreLowPlymouth, MN2026-10-13
Achmea Investment Management B.V.
17,500$472.0K0.0%CoreMediumZeist, Philippines2026-10-30
Lido Advisors, LLC
17,389$468.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Arizona State Retirement System
17,357$467.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Truist Financial Corp
15,999$431.2K0.0%CoreLowCharlotte, NC2026-10-30
Amalgamated Bank
15,564$419.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
15,201$409.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Bancorp
14,936$402.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,079$379.4K0.0%CoreLowHarrisburg, PA2026-11-03
Allspring Global Investments Holdings, LLC
13,687$374.9K0.0%CoreMediumCharlotte, NC2026-11-04
Citigroup Inc
13,388$360.8K0.0%CoreMediumNew York, NY2026-11-04
Oregon Public Employees Retirement Fund
13,360$360.1K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
13,144$354.2K0.0%IndexVery LowBaltimore, MD2026-11-05
State of Alaska, Department of Revenue
12,323$331.0K0.0%CoreVery LowJuneau, AK2026-10-15
Crestwood Advisors Group, LLC
12,157$327.6K0.0%GrowthLowBoston, MA2026-10-27
Equitable Trust Co
10,944$294.9K0.0%CoreLowNashville, TN2026-10-13
Swiss Life Asset Management Ltd
10,735$289.3K0.0%CoreLowZurich, Switzerland2026-11-03
Pictet Asset Management Holding SA
10,614$286.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Symmetry Partners, LLC
10,602$285.7K0.0%ETFLowGlastonbury, CT2026-10-27
OpenArc Corporate Advisory, LLC
8,908$240.1K0.0%GrowthLowAtlanta, GA2026-10-21
Atria Investments, Inc
8,839$238.2K0.0%CoreMediumCharlotte, NC2026-10-15
Paragon Advisors, LLC
8,802$237.2K0.0%ETFHighCollege Station, TX2026-11-03
ProShare Advisors LLC
8,534$230.0K0.0%GrowthLowBethesda, MD2026-10-29
Farther Finance Advisors, LLC
7,115$191.8K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
6,295$169.7K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
6,214$167.5K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Trust, Inc.
2,352$63.4K0.0%ETFLowBrentwood, TN2026-10-15
KBC Group NV
2,300$62.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Parallel Advisors, LLC
2,163$58.3K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
2,079$56.0K0.0%GARPMediumCharlotte, NC2026-10-22
Parkside Financial Bank & Trust
1,563$42.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Richardson Financial Services Inc.
1,506$40.6K0.0%GrowthMediumMedway, MA2026-10-30
Versant Capital Management, Inc
981$26.4K0.0%GARPLowPhoenix, AZ2026-10-02
Fortitude Family Office, LLC
873$23.5K0.0%ETFMediumScottsdale, AZ2026-10-14
TD Private Client Wealth LLC
821$22.1K0.0%ETFLowNew York, NY2026-10-28
Pinnacle Wealth Planning Services, Inc.
776$20.9K0.0%GARPLowMansfield, OH2026-10-27
First Horizon Corp
625$16.8K0.0%CoreLowMemphis, TN2026-10-26
Assetmark, Inc
586$15.8K0.0%ETFLowConcord, CA2026-10-21
Salomon & Ludwin, LLC
546$14.7K0.0%ETFVery LowRichmond, VA2026-10-29
Essential Partners LLC
497$13.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
488$13.2K0.0%ETFMediumAkron, OH2026-10-13
Clark Wealth Partners
440$11.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bare Financial Services, Inc
440$11.9K0.0%ETFVery LowGap, PA2026-11-04
SJS Investment Consulting Inc.
418$11.3K0.0%ETFVery LowSylvania, OH2026-10-26
Harbor Capital Advisors, Inc.
391$110.0%ValueHighChicago, IL2026-10-22
Nisa Investment Advisors, LLC
363$9.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
KFG LLC
329$8.9K0.0%ETFN/ARapid City, SD2026-11-02
J.Safra Asset Management Corp
270$7.3K0.0%ETFLowNew York, NY2026-11-03
US Bancorp \de\
227$6.1K0.0%IndexLowMinneapolis, MN2026-11-05
Root Financial Partners, LLC
208$5.6K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
152$4.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Entrust Financial LLC
138$3.7K0.0%ETFLowWayne, PA2026-11-04
Farmers & Merchants Investments Inc
65$1.8K0.0%CoreVery LowLincoln, NE2026-10-22
Rossby Financial, LCC
60$1.6K0.0%ETFMediumMelbourne, FL2026-11-05
Brown, Lisle Ings, Inc.
53$1.4K0.0%CoreVery LowProvidence, RI2026-10-16
Covestor Ltd
48$10.0%ValueHighLondon, United Kingdom2026-10-30
Godsey & Gibb, Inc
37$9980.0%CoreLowRichmond, VA2026-10-14
UMB Private Wealth Management, LLC
34$9160.0%GrowthN/AKansas City, MO2026-10-19
Fairway Wealth LLC
26$7010.0%ETFLowIndependence, OH2026-10-30
Triumph Capital Management
24$6470.0%ETFMediumDenver, CO2026-10-14
SBI Securities Co., Ltd.
20$5390.0%Agg GrowthLowTokyo, Mexico2026-10-22
Simplex Trading, LLC
15$4040.0%CoreVery HighChicago, IL2026-11-04
Gilpin Wealth Management, LLC
13$3510.0%GrowthLowDenver, CO2026-10-09
Arlington Trust Co LLC
13$3500.0%ETFMediumBirmingham, AL2026-10-20
MassMutual Private Wealth & Trust, FSB
12$3230.0%CoreLowSpringfield, MA2026-10-05
Valley National Advisers Inc
11$2970.0%ETFLowBethlehem, PA2026-10-23
Proathlete Wealth Management LLC
8$2150.0%ETFVery LowBoca Raton, FL2026-10-15
Meriwether Wealth & Planning, LLC
6$1620.0%ETFMediumMinden, LA2026-10-13
Abound Wealth Management
5$1350.0%ETFVery LowFranklin, TN2026-10-26
Financial Consulate, Inc
5$1350.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
5$1350.0%ETFVery LowHermitage, PA2026-11-03
Davis Capital Management
4$1080.0%CoreLowJacksonville, FL2026-10-08
Hughes Financial Services, LLC
3$930.0%ETFLowHerndon, VA2026-10-30
Cullen T Bankers, Inc.
0$10.0%GrowthLowSan Antonio, TX2026-10-28