Titelia

Fund shareholders of Evercore Inc

ISIN US29977A1051 · United States · LEI 529900P6KLPT95DW3W58

Fund shareholders
507
Of which ETFs
121 386 other funds
Value held
4.9B $ 38.8M SEK · 117.6K €
FundSharesValueWeight in fund
iShares Core S&P Mid-Cap ETF iShares Trust 1,280,631382.3M $0.36 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,193,163356.2M $0.02 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 867,563259M $0.16 %as of Mar 31, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 436,415130.3M $0.08 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 431,693128.9M $0.16 %as of Mar 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 349,499104.3M $0.48 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 315,65294.2M $0.84 %as of Mar 31, 2026 ↗
Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) 309,32299.4M $1.48 %as of Apr 30, 2026 ↗
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 304,99794.2M $1.42 %as of Feb 28, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 291,43193.6M $1.80 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 276,22782.5M $0.14 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 242,79372.5M $0.19 %as of Mar 31, 2026 ↗
THE HARTFORD GROWTH OPPORTUNITIES FUND HARTFORD MUTUAL FUNDS II, INC 217,67469.9M $1.06 %as of Apr 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 217,29669.8M $0.06 %as of Apr 30, 2026 ↗
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 212,19063.3M $0.47 %as of Mar 31, 2026 ↗
T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. 209,89262.7M $0.44 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 203,68462.9M $0.03 %as of Feb 28, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 202,06362.4M $0.15 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 188,93456.4M $0.36 %as of Mar 31, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 158,10850.8M $0.58 %as of Apr 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 155,76946.5M $0.06 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 153,51847.4M $0.05 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 145,61143.5M $0.44 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 145,35646.7M $0.05 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 143,61646.1M $0.21 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 140,79042M $0.09 %as of Mar 31, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 138,91441.5M $3.34 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 136,53543.9M $0.09 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 133,55539.9M $1.40 %as of Mar 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 130,80039M $0.49 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust 118,12738M $0.13 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 114,40035.3M $0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 104,56832.3M $0.24 %as of Feb 28, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 104,25131.1M $0.39 %as of Mar 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 103,40833.2M $1.66 %as of Apr 30, 2026 ↗
VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS 101,30030.2M $0.12 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 95,74828.6M $0.09 %as of Mar 31, 2026 ↗
JNL/Invesco Small Cap Growth Fund JNL Series Trust 87,34926.1M $1.68 %as of Mar 31, 2026 ↗
Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV 86,81326.8M $1.59 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 83,98725.1M $0.04 %as of Mar 31, 2026 ↗
Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) 83,75125M $1.61 %as of Mar 31, 2026 ↗
Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 82,99925.6M $1.29 %as of Feb 28, 2026 ↗
SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST 82,15324.5M $1.14 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 80,48725.9M $0.14 %as of Apr 30, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 76,71424.6M $1.01 %as of Apr 30, 2026 ↗
Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust 75,00022.4M $1.95 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 74,71322.3M $0.28 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 73,00021.8M $0.11 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 72,25122.3M $0.02 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 69,36422.3M $0.06 %as of Apr 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 68,89221.3M $1.20 %as of Feb 28, 2026 ↗
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 66,18019.8M $0.84 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 64,50319.9M $0.14 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 63,88419.1M $1.28 %as of Mar 31, 2026 ↗
American Century U.S. Quality Growth ETF American Century ETF Trust 63,51819.6M $0.89 %as of Feb 28, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 61,87518.5M $1.20 %as of Mar 31, 2026 ↗
Mid Cap Growth Fund John Hancock Investment Trust 60,25218M $1.57 %as of Mar 31, 2026 ↗
AMG TimesSquare Mid Cap Growth Fund AMG Funds 60,11517.9M $1.19 %as of Mar 31, 2026 ↗
Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) 59,87719.2M $0.85 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 58,87318.2M $0.35 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 58,23218.7M $0.04 %as of Apr 30, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 57,21118.4M $0.69 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 57,16517.7M $0.02 %as of Feb 28, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 55,60017.2M $1.74 %as of Feb 28, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 55,21216.5M $0.52 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 53,09617.1M $0.12 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 53,02815.8M $0.11 %as of Mar 31, 2026 ↗
LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. 51,98116.7M $0.75 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 51,92915.5M $0.78 %as of Mar 31, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 51,43216.5M $0.27 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,88416.3M $0.04 %as of Apr 30, 2026 ↗
Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND 50,83915.2M $2.29 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 49,13815.8M $0.44 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 48,35814.4M $0.02 %as of Mar 31, 2026 ↗
Nomura Growth and Income Fund Delaware Group Equity Funds IV 43,51413M $0.72 %as of Mar 31, 2026 ↗
Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I 42,15312.6M $1.60 %as of Mar 31, 2026 ↗
Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 41,83213.4M $1.32 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 41,63512.4M $0.13 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 41,02712.2M $0.56 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 39,61912.2M $0.02 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 39,02711.6M $0.36 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 38,92911.6M $0.35 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 38,64212.4M $0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 36,50710.9M $0.44 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 35,20010.5M $0.93 %as of Mar 31, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 34,86011.2M $0.49 %as of Apr 30, 2026 ↗
Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 34,26310.2M $1.49 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 34,02210.2M $0.27 %as of Mar 31, 2026 ↗
Mid Cap Growth Trust John Hancock Variable Insurance Trust 33,94810.1M $1.57 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 33,85110.1M $0.11 %as of Mar 31, 2026 ↗
Royce Premier Fund ROYCE FUND 33,73310.1M $1.01 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 32,28410.4M $0.01 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 31,94610.3M $0.02 %as of Apr 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 31,7049.5M $0.36 %as of Mar 31, 2026 ↗
Carillon Scout Mid Cap Fund Carillon Series Trust 31,3609.4M $0.25 %as of Mar 31, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 30,7249.2M $0.93 %as of Mar 31, 2026 ↗
Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC 30,3259.4M $1.36 %as of Feb 28, 2026 ↗
American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS 30,2169M $1.49 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 29,5389.1M $0.35 %as of Feb 28, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 29,0778.7M $0.26 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 3.66 %as of Mar 31, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 3.62 %as of Mar 31, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 3.34 %as of Mar 31, 2026 ↗
TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust 3.34 %as of Feb 28, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 3.10 %as of Mar 31, 2026 ↗
Tremblant Global ETF Managed Portfolio Series 2.61 %as of Mar 31, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 2.61 %as of Mar 31, 2026 ↗
Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND 2.29 %as of Mar 31, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 2.12 %as of Apr 30, 2026 ↗
Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust 1.95 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2504+3016,004,644+1.9 %
2026Q1474015,706,658-7.1 %
2025Q4474+1616,902,729+0.1 %
2025Q3458+1616,888,815+6.7 %
2025Q2442-3415,832,250-5.5 %
2025Q1476+1016,761,795-1.3 %
2024Q4466+916,977,564-5.1 %
2024Q3457+317,887,093+4.8 %
2024Q2454+2317,068,350+7.1 %
2024Q1431+615,937,967-6.0 %
2023Q442516,958,465

Institutional managers

643 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,648,8581.1B $as of Mar 31, 2026
FMR LLC1,669,662498.4M $as of Mar 31, 2026
Invesco Ltd.1,424,686425.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,316,852388.1M $as of Mar 31, 2026
STATE STREET CORP1,179,024352M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,043,338311.5M $as of Mar 31, 2026
TD Asset Management Inc958,472286.1M $as of Mar 31, 2026
MORGAN STANLEY917,801274M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP623,259186M $as of Mar 31, 2026
Boston Partners580,174173.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP548,530163.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC524,531156.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO468,882133.7M $as of Mar 31, 2026
Fisher Asset Management, LLC424,719126.8M $as of Mar 31, 2026
BAHL & GAYNOR INC401,833120M $as of Mar 31, 2026
Point72 Asset Management, L.P.390,584116.6M $as of Mar 31, 2026
Balyasny Asset Management L.P.369,040110.2M $as of Mar 31, 2026
NORTHERN TRUST CORP357,164106.6M $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/353,950105.7M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.331,10998.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/326,66597.5K $as of Mar 31, 2026
Bank of New York Mellon Corp319,23795.3M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.318,96795.2M $as of Mar 31, 2026
Paralel Advisors LLC300,00089.6M $as of Mar 31, 2026
UBS Group AG292,60587.3M $as of Mar 31, 2026

Declared shareholders of Evercore Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.02 %1,989,795as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051