EVSM · Insider trading · 13F holders · Congress trades
Eaton Vance (EVSM)
Who is buying and selling EVSM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EVSM at a glance
- No open-market insider purchases or sales of EVSM were filed in the last 90 days.
- 12 13F filers hold EVSM among their 50 largest positions, worth $53.5M combined. The biggest bets by portfolio weight are Tilson Financial Group, Inc. (2.5%), Sunflower Bank, N.A. (2.4%) and Garrett Wealth Advisory Group, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in EVSM.
EVSM insider trading
No open-market insider purchases or sales of EVSM were filed in the last 90 days.
Who owns EVSM? Hedge funds and superinvestors
12 13F filers hold EVSM among their 50 largest positions, worth $53.5M combined. The biggest bets by portfolio weight are Tilson Financial Group, Inc. (2.5%), Sunflower Bank, N.A. (2.4%) and Garrett Wealth Advisory Group, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Garrett Wealth Advisory Group, LLCWealth manager | 2.3% | $15.0M | 304,682 | +8.8% shares | Q3 2026 |
| Sunflower Bank, N.A.Bank & trust | 2.4% | $9.9M | 196,868 | -1.3% shares | Q2 2026 |
| Tilson Financial Group, Inc.Wealth manager | 2.5% | $9.1M | 180,493 | +0.7% shares | Q2 2026 |
| Diversified Portfolios, Inc.Wealth manager | 0.5% | $7.6M | 150,334 | +85.0% shares | Q2 2026 |
| Wealthspan Partners, LLCWealth manager | 0.8% | $2.7M | 53,492 | -8.4% shares | Q2 2026 |
| Peoples Bank /ohBank & trust | 1.2% | $2.6M | 52,047 | — | Q3 2026 |
| Rossby Financial, LCCInvestment manager | 0.4% | $2.4M | 47,335 | +13.7% shares | Q2 2026 |
| Panoramic Investment Advisors, LLCWealth manager | 0.5% | $1.1M | 21,598 | — | Q2 2026 |
| ORBA Wealth Advisors, L.L.C.Wealth manager | 0.8% | $962K | 19,572 | +7.4% shares | Q3 2026 |
| Oasis Advisors, LLCWealth manager | 0.4% | $936K | 19,041 | +25.9% shares | Q3 2026 |
| Milestones Private Investment Advisors LLCWealth manager | 0.6% | $714K | 14,521 | -4.5% shares | Q3 2026 |
| Providence Financial Advisors, LLCInstitutional asset manager | 0.3% | $610K | 12,124 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 7). Screen EVSM in the grand portfolio →
EVSM stock trades by members of Congress
No member of Congress has disclosed a trade in EVSM.
EVSM questions and answers
Are insiders buying EVSM stock?
No open-market insider purchases or sales of EVSM were filed in the last 90 days.
Which hedge funds own EVSM?
12 13F filers hold EVSM among their 50 largest positions, worth $53.5M combined. The biggest bets by portfolio weight are Tilson Financial Group, Inc. (2.5%), Sunflower Bank, N.A. (2.4%) and Garrett Wealth Advisory Group, LLC (2.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded EVSM?
No member of Congress has disclosed a trade in EVSM.
Who is the largest holder of EVSM?
Among 13F filers, Garrett Wealth Advisory Group, LLC reports the largest EVSM position, $15.0M (304,682 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Tilson Financial Group, Inc.'s: 2.5% of its portfolio.
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