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 | |
|---|---|---|---|---|---|
| 101 | Small Cap Equity Portfolio GLENMEDE FUND INC | 28,885 | 9.3M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 102 | NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 28,864 | 8.6M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 103 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust | 28,533 | 8.5M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 104 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 28,521 | 8.8M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 105 | Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 27,400 | 8.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 106 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,536 | 8.5M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 107 | iShares Russell 1000 ETF iShares Trust | 25,729 | 7.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 108 | Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 25,692 | 8.3M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 109 | Mid Cap Index Fund Northern Funds | 24,346 | 7.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 110 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 24,189 | 7.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 111 | Victory Growth & Income Fund Victory Portfolios III | 23,931 | 7.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 112 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 23,060 | 6.9M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 113 | Nomura VIP Growth and Income Series Delaware VIP Trust | 23,023 | 6.9M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 114 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,750 | 7.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 115 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 22,720 | 6.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 116 | US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 22,531 | 6.7M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 117 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 22,424 | 6.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 118 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 22,360 | 6.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 119 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,232 | 6.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 120 | LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,103 | 6.6M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 121 | Large Cap Index Master Portfolio Master Investment Portfolio | 21,978 | 6.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 122 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 21,879 | 6.8M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 123 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,536 | 6.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 124 | Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 21,300 | 6.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 125 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 21,166 | 6.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 126 | iShares Core S&P U.S. Growth ETF iShares Trust | 20,506 | 6.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 127 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 20,448 | 6.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 128 | iShares U.S. Financials ETF iShares Trust | 20,298 | 6.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 129 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 20,046 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 130 | Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 19,715 | 5.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 131 | Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 19,400 | 6.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 132 | LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,169 | 5.7M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 133 | PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 18,530 | 6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 134 | VIP Balanced Portfolio Variable Insurance Products Fund III | 18,200 | 5.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 135 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,114 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 136 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 18,072 | 5.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 137 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,987 | 5.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 138 | PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 17,900 | 5.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 139 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 17,880 | 5.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 140 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 17,662 | 5.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 141 | CRM MID CAP VALUE FUND CRM Mutual Fund Trust | 17,460 | 5.6M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| 142 | NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 17,264 | 5.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 143 | Calvert Balanced Fund Calvert Social Investment Fund | 17,100 | 5.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 144 | WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust | 16,987 | 5.5M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 145 | Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 16,552 | 4.9M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| 146 | SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 16,449 | 5.3M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| 147 | Small Cap Core Trust John Hancock Variable Insurance Trust | 16,245 | 4.8M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| 148 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 16,100 | 4.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 149 | Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 15,821 | 5.1M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 150 | Bahl & Gaynor Dividend ETF ETF Series Solutions | 15,817 | 4.7M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 151 | BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 15,584 | 5M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 152 | Royce Small-Cap Opportunity Fund ROYCE FUND | 15,577 | 4.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 153 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 15,525 | 4.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 154 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,140 | 4.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 155 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 14,992 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 156 | MidCap S&P 400 Index Fund Principal Funds, Inc | 14,797 | 4.8M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 157 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 14,581 | 4.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 158 | Column Mid Cap Select Fund Trust for Professional Managers | 14,240 | 4.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 159 | Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 14,201 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 160 | Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 14,191 | 4.2M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 161 | VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 14,175 | 4.2M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 162 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 14,101 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 163 | JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 14,057 | 4.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 164 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 13,949 | 4.3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 165 | Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 13,900 | 4.1M $ | 3.62 % | as of Mar 31, 2026 · Original filing |
| 166 | Stock Portfolio Stock Portfolio | 13,800 | 4.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 167 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 13,739 | 4.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 168 | AQR Style Premia Alternative Fund AQR Funds | 13,737 | 4.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 169 | iShares Russell 2500 ETF iShares Trust | 13,690 | 4.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 170 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,604 | 4.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 171 | Column Mid Cap Fund Trust for Professional Managers | 13,566 | 4.2M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 172 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 13,562 | 4.2M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 173 | MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 13,555 | 4M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 174 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 13,530 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 175 | Tremblant Global ETF Managed Portfolio Series | 13,481 | 4M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| 176 | Avantis U.S. Equity ETF American Century ETF Trust | 13,472 | 4.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 177 | JPMorgan Small Cap Blend Fund JPMorgan Trust I | 13,245 | 4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 178 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 13,161 | 4.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 179 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 13,127 | 3.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 180 | Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 12,994 | 4.2M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 181 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,961 | 3.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 182 | Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 12,903 | 4.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 183 | Victory Value Fund Victory Portfolios III | 12,531 | 4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 184 | Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 12,476 | 3.7M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 185 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 12,415 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 186 | iShares Core S&P U.S. Value ETF iShares Trust | 12,303 | 3.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 187 | Boston Trust SMID Cap Fund Boston Trust Walden Funds | 12,232 | 3.7M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 188 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,192 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 189 | VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 12,108 | 3.7M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 190 | AQR Managed Futures Strategy Fund AQR Funds | 12,023 | 3.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 191 | Nomura Smid Cap Core Fund IVY FUNDS | 11,986 | 3.6M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 192 | Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,947 | 3.6M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 193 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,912 | 3.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 194 | JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 11,847 | 3.5M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| 195 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,788 | 3.8M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 196 | iShares U.S. Financial Services ETF iShares Trust | 11,544 | 3.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 197 | AQR Multi-Asset Fund AQR Funds | 11,354 | 3.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 198 | NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 11,337 | 3.4M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| 199 | AST Large-Cap Growth Portfolio Advanced Series Trust | 11,334 | 3.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 200 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,309 | 3.4M $ | 0.36 % | 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 |