Funds holding Evercore Inc
507 funds declare a position · 121 ETFs and 386 other funds · 4.9B $· 38.8M SEK· 117.6K € · US29977A1051
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 1,280,631 | 382.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,193,163 | 356.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 867,563 | 259M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Contrafund Fidelity Contrafund | 436,415 | 130.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 431,693 | 128.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 6 | Disciplined Value Mid Cap Fund John Hancock Funds III | 349,499 | 104.3M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 7 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 315,652 | 94.2M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 8 | Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 309,322 | 99.4M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 9 | Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 304,997 | 94.2M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| 10 | Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 291,431 | 93.6M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| 11 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 276,227 | 82.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 12 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 242,793 | 72.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 13 | THE HARTFORD GROWTH OPPORTUNITIES FUND HARTFORD MUTUAL FUNDS II, INC | 217,674 | 69.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 14 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 217,296 | 69.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 15 | VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 212,190 | 63.3M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 16 | T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 209,892 | 62.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 17 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 203,684 | 62.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 18 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 202,063 | 62.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 19 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 188,934 | 56.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 158,108 | 50.8M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 21 | SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 155,769 | 46.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 22 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 153,518 | 47.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 23 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 145,611 | 43.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 145,356 | 46.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 143,616 | 46.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 26 | iShares Russell Mid-Cap ETF iShares Trust | 140,790 | 42M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 27 | Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 138,914 | 41.5M $ | 3.34 % | as of Mar 31, 2026 · Original filing |
| 28 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 136,535 | 43.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 29 | JPMorgan Small Cap Equity Fund JPMorgan Trust I | 133,555 | 39.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 30 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 130,800 | 39M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 31 | Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 118,127 | 38M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 32 | Fidelity Balanced Fund Fidelity Puritan Trust | 114,400 | 35.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 33 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 104,568 | 32.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 34 | AQR Long-Short Equity Fund AQR Funds | 104,251 | 31.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 35 | Small Cap Core Fund John Hancock Investment Trust | 103,408 | 33.2M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| 36 | VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 101,300 | 30.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 37 | Fidelity Contrafund K6 Fidelity Contrafund | 95,748 | 28.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 38 | JNL/Invesco Small Cap Growth Fund JNL Series Trust | 87,349 | 26.1M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 39 | Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV | 86,813 | 26.8M $ | 1.59 % | as of Feb 28, 2026 · Original filing |
| 40 | iShares Russell 1000 Value ETF iShares Trust | 83,987 | 25.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 41 | Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 83,751 | 25M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 42 | Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 82,999 | 25.6M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| 43 | SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST | 82,153 | 24.5M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 44 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 80,487 | 25.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 45 | Franklin Small Cap Growth Fund Franklin Strategic Series | 76,714 | 24.6M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| 46 | Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 75,000 | 22.4M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| 47 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 74,713 | 22.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 48 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 73,000 | 21.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 49 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 72,251 | 22.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 50 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 69,364 | 22.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 51 | ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 68,892 | 21.3M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| 52 | Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 66,180 | 19.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 53 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 64,503 | 19.9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 54 | Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 63,884 | 19.1M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 55 | American Century U.S. Quality Growth ETF American Century ETF Trust | 63,518 | 19.6M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| 56 | iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 61,875 | 18.5M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 57 | Mid Cap Growth Fund John Hancock Investment Trust | 60,252 | 18M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 58 | AMG TimesSquare Mid Cap Growth Fund AMG Funds | 60,115 | 17.9M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 59 | Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 59,877 | 19.2M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| 60 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 58,873 | 18.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 61 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 58,232 | 18.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 62 | Victory Income Stock Fund Victory Portfolios III | 57,211 | 18.4M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 63 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 57,165 | 17.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 64 | Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 55,600 | 17.2M $ | 1.74 % | as of Feb 28, 2026 · Original filing |
| 65 | PIMCO RAE US Small Fund PIMCO Equity Series | 55,212 | 16.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 66 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 53,096 | 17.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 67 | iShares Russell Mid-Cap Value ETF iShares Trust | 53,028 | 15.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 68 | LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 51,981 | 16.7M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 69 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 51,929 | 15.5M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 70 | THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 51,432 | 16.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 71 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,884 | 16.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 72 | Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 50,839 | 15.2M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| 73 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 49,138 | 15.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 74 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 48,358 | 14.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 75 | Nomura Growth and Income Fund Delaware Group Equity Funds IV | 43,514 | 13M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 76 | Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 42,153 | 12.6M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 77 | Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 41,832 | 13.4M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| 78 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 41,635 | 12.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 79 | JPMorgan Small Cap Growth Fund JPMorgan Trust II | 41,027 | 12.2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 80 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 39,619 | 12.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 81 | JNL Mid Cap Index Fund JNL Series Trust | 39,027 | 11.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 82 | AQR Equity Market Neutral Fund AQR Funds | 38,929 | 11.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 83 | iShares Core Dividend Growth ETF iShares Trust | 38,642 | 12.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 84 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 36,507 | 10.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 85 | William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 35,200 | 10.5M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 86 | Fidelity Disciplined Equity Fund Fidelity Capital Trust | 34,860 | 11.2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 87 | Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 34,263 | 10.2M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 88 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 34,022 | 10.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 89 | Mid Cap Growth Trust John Hancock Variable Insurance Trust | 33,948 | 10.1M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 90 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 33,851 | 10.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 91 | Royce Premier Fund ROYCE FUND | 33,733 | 10.1M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 92 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 32,284 | 10.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 93 | Nuveen Equity Index Fund TIAA-CREF Funds | 31,946 | 10.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 94 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 31,704 | 9.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 95 | Carillon Scout Mid Cap Fund Carillon Series Trust | 31,360 | 9.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 96 | Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 30,724 | 9.2M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 97 | Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC | 30,325 | 9.4M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| 98 | American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 30,216 | 9M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 99 | Mid Cap Index Fund VALIC Co I | 29,538 | 9.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 100 | HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 29,077 | 8.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
Institutional managers
643 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,648,858 | 1.1B $ | as of Mar 31, 2026 |
| FMR LLC | 1,669,662 | 498.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,424,686 | 425.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,316,852 | 388.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,179,024 | 352M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,043,338 | 311.5M $ | as of Mar 31, 2026 |
| TD Asset Management Inc | 958,472 | 286.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 917,801 | 274M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 623,259 | 186M $ | as of Mar 31, 2026 |
| Boston Partners | 580,174 | 173.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 548,530 | 163.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 524,531 | 156.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 468,882 | 133.7M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 424,719 | 126.8M $ | as of Mar 31, 2026 |
| BAHL & GAYNOR INC | 401,833 | 120M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 390,584 | 116.6M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 369,040 | 110.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 357,164 | 106.6M $ | as of Mar 31, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | 353,950 | 105.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 331,109 | 98.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 319,237 | 95.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | 95.2M $ | as of Mar 31, 2026 |
| Paralel Advisors LLC | 300,000 | 89.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 292,605 | 87.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 275,310 | 82.2M $ | as of Mar 31, 2026 |