IAA
EVO icon

Independent Advisor Alliance’s Evotec EVO Stock Holding History

Independent Advisor Alliance’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.6K Buy
+11,828
New +$38.1K ﹤0.01% 1575

Other funds holding EVO

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Independent Advisor Alliance's EVO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Evotec (EVO) in Q1 2026: 11,828 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings.

46 funds tracked by Wall St. Rank hold EVO as of Q1 2026.

  • Independent Advisor Alliance held 11,828 shares of Evotec worth $29.6K as of Q1 2026.
  • Evotec was a new Independent Advisor Alliance position in Q1 2026.
  • Evotec made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1575 holding.
  • 46 funds tracked by Wall St. Rank held Evotec as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.