As of the latest SEC filings, Evolent Health, Inc. (EVH) is held by 155 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,933,385.40 in market value, representing a significant portion of its portfolio.
Funds holding Evolent Health, Inc. (EVH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EVH
- CIK:
- 0001628908
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,933,385.40 | 3,479,555 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $6,313,283.52 | 2,768,984 | Mar 31, 2026 | May 28, 2026 |
|
ETAHX
Eventide Healthcare & Life Sciences Fund
|
MF | Independent / Boutique | 0.37% | $5,808,432.24 | 2,547,558 | Mar 31, 2026 | May 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,135,942.50 | 1,102,918 | Apr 30, 2026 | Jun 26, 2026 |
|
-
CION Ares Diversified Credit Fund
|
CEF | Independent / Boutique | 0.06% | $3,139,853.00 | 3,139,853 | Mar 31, 2026 | May 22, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,920,566.00 | 1,280,950 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,171,666.25 | 668,205 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,923,131.25 | 512,835 | Apr 30, 2026 | Jun 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,894,298.25 | 582,861 | Feb 28, 2026 | Apr 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.02% | $1,865,805.50 | 574,094 | Feb 28, 2026 | Apr 24, 2026 |
|
-
CION Ares Diversified Credit Fund
|
CEF | Independent / Boutique | 0.04% | $1,767,369.71 | 1,767,370 | Mar 31, 2026 | May 22, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,753,017.50 | 539,390 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,493,162.88 | 654,896 | Mar 31, 2026 | May 28, 2026 |
|
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
ETF | Invesco | 0.05% | $1,324,500.00 | 353,200 | Apr 30, 2026 | Jun 26, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.02% | $1,142,160.50 | 351,434 | Feb 27, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,139,107.50 | 303,762 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,012,443.75 | 269,985 | Apr 30, 2026 | Jun 24, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 0.00% | $976,543.75 | 300,475 | Feb 28, 2026 | Apr 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $918,772.50 | 245,006 | Apr 30, 2026 | Jun 25, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.06% | $791,040.25 | 243,397 | Feb 28, 2026 | Apr 27, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.03% | $720,753.75 | 192,201 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $689,734.50 | 212,226 | Feb 28, 2026 | Apr 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $630,392.64 | 276,488 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $593,512.50 | 158,270 | Apr 30, 2026 | Jun 29, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $530,604.75 | 163,263 | Feb 28, 2026 | Apr 24, 2026 |
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