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Disclosery

EVTC EVERTEC INC

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COM (common), issuer CIK 1559865

261 managers (267 13F filers) reported a position in EVTC shares at 2025-06-30, 63,945,837 shares in all. 37 filers opened a position and 24 filers sold out during the quarter.

Managers
261
13F filers
267
New
37
Added
93
Reduced
99
Sold out
24
Shares held by filers
63,945,837

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Smartleaf Asset Management LLC1,279$45.9K<0.01%+21313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,035$37.2K<0.01%+51713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…971$35K<0.01%-3713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC963$34.7K<0.01%-50413F-HRTimeline
Opal Wealth Advisors, LLC882$31.8K0.01%+23313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC834$30.1K<0.01%-1713F-HRTimeline
USA FINANCIAL FORMULAS715$25.8K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC654$23.6K<0.01%13F-HRTimeline
GAMMA Investing LLC599$21.6K<0.01%+20413F-HRTimeline
First Horizon Advisors, Inc.544$19.6K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …511$18K<0.01%new13F-HRTimelineGroup
J.Safra Asset Management Corp425$15.3K<0.01%-17913F-HR/ATimeline
UMB Bank, n.a.422$15.2K<0.01%-2413F-HR/ATimeline
Kimelman & Baird, LLC401$14.4K<0.01%013F-HRTimeline
DANSKE BANK A/S400$14.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\390$14.1K<0.01%-9213F-HRTimelineGroup
MASECO LLP384$13.8K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC365$13.2K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …354$13K<0.01%-1,83513F-HRTimelineGroup
Advisors Asset Management, Inc.350$12.6K<0.01%-3413F-HR/ATimeline
RICHARDSON FINANCIAL SERVICES INC.328$12.1K0.01%013F-HRTimeline
Clearstead Advisors, LLC288$10.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC258$9.3K<0.01%+16413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC184$6.71K<0.01%new13F-HRTimeline
Quarry LP170$6.13K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd169$6.07K<0.01%-2313F-HRTimelineGroup
Solstein Capital, LLC158$5.7K<0.01%013F-HRTimeline
Sterling Capital Management LLC153$5.52K<0.01%+8713F-HR/ATimeline
Bare Financial Services, Inc144$5.19K<0.01%+8913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC130$5K<0.01%013F-HRTimelineGroup
Arax Advisory Partners130$4.69K<0.01%013F-HRTimeline
Allworth Financial LP129$4.65K<0.01%-8313F-HRTimeline
ROTHSCHILD INVESTMENT LLC125$4.51K<0.01%013F-HRTimeline
LRI Investments, LLC115$4.15K<0.01%+3313F-HRTimeline
Brooklyn Investment Group103$3.71K<0.01%-17213F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.77$3K<0.01%+6313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Square Financial Group, LLC75$2.7K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…69$2.49K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.62$2.23K<0.01%-12113F-HRTimelineGroup
Frazier Financial Advisors, LLC56$2.02K<0.01%013F-HRTimeline
Covestor Ltd44$2K<0.01%+4013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52$1.88K<0.01%-4213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.48$1.73K<0.01%-8613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB47$1.69K<0.01%-2413F-HRTimeline
Clearstead Trust, LLC43$1.55K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…43$1.55K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…40$1.44K<0.01%013F-HRTimelineGroup
MAI Capital Management39$1.41K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC35$1.26K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.32$1.16K<0.01%+2813F-HRTimeline
Private Wealth Management Group, LLC15$541<0.01%-1613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…14$504<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC11$397<0.01%new13F-HRTimeline
Larson Financial Group LLC7$252<0.01%new13F-HRTimeline
Abound Wealth Management5$181<0.01%-113F-HRTimeline
SBI Securities Co., Ltd.5$180<0.01%-3013F-HRTimeline
DiNuzzo Private Wealth, Inc.3$109<0.01%013F-HRTimeline
Caitong International Asset Management …2$72<0.01%-713F-HRTimeline
Parkworth Wealth Management, Inc.2$72<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1$37<0.01%-2013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.