Public record / Tickers / EVTC

EVTC — EVERTEC, Inc.†

Both disclosure regimes on one name: who in Congress filed about EVTC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming EVTC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
244
top-244 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-06-17 → filed 2025-08-13. Ranked over every EVTC row by the provable lower bound, never a point estimate.

No member disclosed EVTC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EVTC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EVTC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in EVTC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed EVTC in the trailing 12 months.

Congress ↔ notable managers · EVTC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $884K held
Trimming
1 Caxton Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · EVERTEC INC

Merged timeline of congressional filings and notable-manager moves on EVTC
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+31,318 sh
2026-05-14Caxton Associates 13FEXIT−7,579 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EVTC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$262M1
2FMR LLC$261M1
3AMERICAN CENTURY COMPANIES INC$142M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$112M1
5VANGUARD CAPITAL MANAGEMENT LLC$80.6M1
6STATE STREET CORP$70.6M1
7FULLER & THALER ASSET MANAGEMENT, INC.$51.8M1
8DIMENSIONAL FUND ADVISORS LP$44.2M1
9GEODE CAPITAL MANAGEMENT, LLC$43.4M1
10NORTH STAR ASSET MANAGEMENT INC$22.7M1
11NORTHERN TRUST CORP$22.1M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$22.0M1
13D. E. Shaw & Co., Inc.$18.6M1
14MORGAN STANLEY$18.2M1
15MILLENNIUM MANAGEMENT LLC$17.0M1
16Clark Capital Management Group, Inc.$16.8M1
17AMERIPRISE FINANCIAL INC$16.3M1
18LONE PEAK GLOBAL INVESTORS LLC$15.6M1
19TWO SIGMA INVESTMENTS, LP$15.5M1
20Boston Partners$13.5M1
21Bank of New York Mellon Corp$12.9M1
22VANGUARD FIDUCIARY TRUST CO$12.6M1
23PRINCIPAL FINANCIAL GROUP INC$12.1M1
24WELLS FARGO & COMPANY/MN$10.8M1
25PANAGORA ASSET MANAGEMENT INC$9.8M1
26Qube Research & Technologies Ltd$9.5M1
27Allianz Asset Management GmbH$9.0M1
28BANK OF AMERICA CORP /DE/$8.7M1
29ENVESTNET ASSET MANAGEMENT INC$7.5M1
30VOLORIDGE INVESTMENT MANAGEMENT, LLC$7.4M1
31PALISADE CAPITAL MANAGEMENT, LP$7.1M1
32HEARTLAND ADVISORS INC$7.1M1
33UBS Group AG$6.7M1
34PUBLIC SECTOR PENSION INVESTMENT BOARD$6.5M1
35Nuveen, LLC$6.2M1
36NICHOLAS COMPANY, INC.$6.1M1
37SCHWERIN BOYLE CAPITAL MANAGEMENT INC$5.5M1
38Alpine Peaks Capital, LP$5.3M1
39Aristides Capital LLC$5.3M1
40Invesco Ltd.$5.0M1
41AQR CAPITAL MANAGEMENT LLC$4.6M1
42Legal & General Group Plc$4.5M1
43Dana Investment Advisors, Inc.$4.2M1
44BALYASNY ASSET MANAGEMENT L.P.$3.9M1
45NEW YORK STATE COMMON RETIREMENT FUND$3.8M1
46Swiss National Bank$3.6M1
47JANE STREET GROUP, LLC$3.1M1
48ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.0M1
49STIFEL FINANCIAL CORP$3.0M1
50Willis Investment Counsel$2.7M1
51RENAISSANCE TECHNOLOGIES LLC$2.6M1
52PRUDENTIAL FINANCIAL INC$2.4M1
53State of New Jersey Common Pension Fund D$2.3M1
54Walleye Capital LLC$2.3M1
55ALLIANCEBERNSTEIN L.P.$2.2M1
56Bridge City Capital, LLC$2.0M1
57SCHRODER INVESTMENT MANAGEMENT GROUP$1.9M1
58SEI INVESTMENTS CO$1.8M1
59JENNISON ASSOCIATES LLC$1.7M1
60DEUTSCHE BANK AG\$1.7M1
61VANGUARD ASSET MANAGEMENT, Ltd$1.6M1
62BARCLAYS PLC$1.6M1
63Creative Planning$1.5M1
64ExodusPoint Capital Management, LP$1.5M1
65Lombard Odier Asset Management (Europe) Ltd$1.4M1
66TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
67CITIGROUP INC$1.4M1
68FIRST TRUST ADVISORS LP$1.3M1
69CITADEL ADVISORS LLC$1.2M1
70LPL Financial LLC$1.2M1
71DAVENPORT & Co LLC$1.2M1
72RAYMOND JAMES FINANCIAL INC$1.1M1
73Connor, Clark & Lunn Investment Management Ltd.$1.1M1
74Wakefield Asset Management LLLP$1.1M1
75Engineers Gate Manager LP$1.1M1
76Corient Private Wealth LLC$1.0M1
77MetLife Investment Management, LLC$990K1
78ROYAL BANK OF CANADA$983K1
79Trexquant Investment LP$977K1
80SUSQUEHANNA INTERNATIONAL GROUP, LLP$948K1
81Illinois Municipal Retirement Fund$915K1
82VICTORY CAPITAL MANAGEMENT INC$911K1
83Bridgewater Associates, LP$884K1
84MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$852K1
85Vident Advisory, LLC$797K1
86Squarepoint Ops LLC$780K1
87Janus Henderson Group Ltd.$770K1
88Vanguard Global Advisers, LLC$726K1
89KLP KAPITALFORVALTNING AS$708K1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$672K1
91Quantinno Capital Management LP$642K1
92Counterpoint Mutual Funds LLC$570K1
93Snowden Capital Advisors LLC$562K1
94Avior Wealth Management, LLC$555K1
95Zurcher Kantonalbank (Zurich Cantonalbank)$531K1
96STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$527K1
97Mariner, LLC$520K1
98FOX RUN MANAGEMENT, L.L.C.$517K1
99Diversified Trust Co$501K1
100Smith Group Asset Management, LLC$499K1
101Arizona State Retirement System$497K1
102BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$485K1
103FIFTH THIRD BANCORP$485K1
104IEQ CAPITAL, LLC$482K1
105Diametric Capital, LP$482K1
106Pathstone Holdings, LLC$480K1
107YOUSIF CAPITAL MANAGEMENT, LLC$480K1
108ALPS ADVISORS INC$476K1
109XTX Topco Ltd$475K1
110COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$447K1
111INTECH INVESTMENT MANAGEMENT LLC$433K1
112CANADA PENSION PLAN INVESTMENT BOARD$426K1
113MML INVESTORS SERVICES, LLC$424K1
114Amundi$419K1
115Ameritas Advisory Services, LLC$418K1
116Vanguard Investments Australia, Ltd.$417K1
117OREGON PUBLIC EMPLOYEES RETIREMENT FUND$414K1
118TRUIST FINANCIAL CORP$390K1
119Freestone Grove Partners LP$383K1
120Cetera Investment Advisers$369K1
121Allspring Global Investments Holdings, LLC$354K1
122Lido Advisors, LLC$350K1
123Callan Family Office, LLC$332K1
124Universal- Beteiligungs- und Servicegesellschaft mbH$330K1
125VOYA INVESTMENT MANAGEMENT LLC$327K1
126Legato Capital Management LLC$322K1
127Centiva Capital, LP$310K1
128EQUITABLE TRUST CO$309K1
129Pictet Asset Management Holding SA$300K1
130ProShare Advisors LLC$283K1
131Swiss Life Asset Management Ltd$280K1
132Man Group plc$277K1
133Maryland State Retirement & Pension System$266K1
134MERCER GLOBAL ADVISORS INC /ADV$237K1
135MACKENZIE FINANCIAL CORP$236K1
136Cerity Partners LLC$235K1
137Odyssean, LLC$234K1
138Atria Investments, Inc$231K1
139Gallacher Capital Management LLC$228K1
140CWM, LLC$228K1
141Jefferies Financial Group Inc.$218K1
142PRINCIPAL SECURITIES, INC.$215K1
143Graham Capital Management, L.P.$213K1
144MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$207K1
145Ensign Peak Advisors, Inc$154K1
146Ameritas Investment Partners, Inc.$152K1
147Tower Research Capital LLC (TRC)$135K1
148State of Wyoming$134K1
149New Age Alpha Advisors, LLC$80.4K1
150Blue Trust, Inc.$56.6K1
151Parkside Financial Bank & Trust$53.1K1
152SIMPLEX TRADING, LLC$51.1K1
153OSAIC HOLDINGS, INC.$42.7K1
154Pinnacle Wealth Planning Services, Inc.$40.4K1
155PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$31.5K1
156NISA INVESTMENT ADVISORS, LLC$25.5K1
157BNP Paribas Asset Management Holding S.A.$18.5K1
158Steward Partners Investment Advisory, LLC$15.2K1
159Smartleaf Asset Management LLC$14.7K1
160Allworth Financial LP$14.5K1
161Sterling Capital Management LLC$11.8K1
162NATIXIS ADVISORS, LLC$11.4K1
163ASSETMARK, INC$10.9K1
164Kemnay Advisory Services Inc.$10.0K1
165UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9.9K1
166Arax Advisory Partners$9.3K1
167Rockefeller Capital Management L.P.$7.7K1
168UMB Bank, n.a.$7.6K1
169Kilter Group LLC$7.1K1
170US BANCORP \DE\$6.4K1
171CX Institutional$5.9K1
172Solstein Capital, LLC$4.5K1
173Frazier Financial Advisors, LLC$4.4K1
174ENTRUST FINANCIAL LLC$3.9K1
175Sapience Investments, LLC$2.7K1
176True Wealth Design, LLC$2.7K1
177MAI Capital Management$2.3K1
178CANADA LIFE ASSURANCE Co$1.5K1
179BROWN, LISLE/CUMMINGS, INC.$1.4K1
180Keating Financial Advisory Services, Inc.$1.4K1
181NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.3K1
182Jackson Creek Investment Advisors LLC$1.2K1
183THRIVENT FINANCIAL FOR LUTHERANS$1.2K1
184FARMERS & MERCHANTS INVESTMENTS INC$1.1K1
185Penserra Capital Management LLC$1.1K1
186SIGNATUREFD, LLC$9881
187Owl Creek Wealth Partners LLC$9881
188State of Alaska, Department of Revenue$9701
189Caitong International Asset Management Co., Ltd$8471
190SJS Investment Consulting Inc.$8191
191Triumph Capital Management$6771
192Ankerstar Wealth, LLC$6491
193JONES FINANCIAL COMPANIES LLLP$5931
194Mitsubishi UFJ Asset Management (UK) Ltd.$5641
195AMALGAMATED BANK$5201
196TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4541
197ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4231
198SBI Securities Co., Ltd.$4231
199Arlington Trust Co LLC$3671
200LSV ASSET MANAGEMENT$3081
201PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2071
202Westfuller Advisors, LLC$1771
203Abound Wealth Management$1421
204KBC Group NV$651
205HARBOR CAPITAL ADVISORS, INC.$121
206FRANKLIN RESOURCES INC— value not disclosed1
207VANGUARD GROUP INC— value not disclosed1
208DANSKE BANK A/S— value not disclosed1
209HARBOUR INVESTMENTS, INC.— value not disclosed1
210Clearstead Advisors, LLC— value not disclosed1
211JLB & ASSOCIATES INC— value not disclosed1
212NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO— value not disclosed1
213HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
214GUGGENHEIM CAPITAL LLC— value not disclosed1
215CIBC Private Wealth Group LLC— value not disclosed1
216River Road Asset Management, LLC— value not disclosed1
217Laurion Capital Management LP— value not disclosed1
218Verition Fund Management LLC— value not disclosed1
219HRT FINANCIAL LP— value not disclosed1
220TWO SIGMA ADVISERS, LP— value not disclosed1
221DRW Securities, LLC— value not disclosed1
222Edgestream Partners, L.P.— value not disclosed1
223J.Safra Asset Management Corp— value not disclosed1
224Vestcor Inc— value not disclosed1
225MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
226Point72 Asset Management, L.P.— value not disclosed1
227QUADRANT CAPITAL GROUP LLC— value not disclosed1
228Schonfeld Strategic Advisors LLC— value not disclosed1
229AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
230Global Retirement Partners, LLC— value not disclosed1
231TWINBEECH CAPITAL LP— value not disclosed1
232Kestra Advisory Services, LLC— value not disclosed1
233F/m Investments LLC— value not disclosed1
234EMC Capital Management— value not disclosed1
235Y.D. More Investments Ltd— value not disclosed1
236R Squared Ltd— value not disclosed1
237PharVision Advisers, LLC— value not disclosed1
238Dunhill Financial, LLC— value not disclosed1
239Quarry LP— value not disclosed1
240QSV Equity Investors LLC— value not disclosed1
241Aster Capital Management (DIFC) Ltd— value not disclosed1
242CAXTON ASSOCIATES LLP— value not disclosed1
243GILPIN WEALTH MANAGEMENT, LLC— value not disclosed1
244MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 205 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EVTC

RETAINED WINDOW · ACTIVE HITS

Zero hits on EVTC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EVTC · financials and macro

Financials — as filed PLANNED

EVTC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EVTC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing