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 | |
|---|---|---|---|---|---|
| 301 | AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 3,925 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 302 | First Eagle US Smid Cap Opportunity Fund First Eagle Funds | 3,890 | 1.2M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| 303 | NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 3,863 | 1.2M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 304 | Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust | 3,827 | 1.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 305 | Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 3,803 | 1.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 306 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 3,778 | 1.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 307 | Inspire 100 ETF Northern Lights Fund Trust IV | 3,706 | 1.1M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 308 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,667 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 309 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 3,606 | 1.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 310 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,355 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 311 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,349 | 999.7K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 312 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 3,349 | 999.7K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 313 | U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 3,308 | 987.5K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 314 | Zacks Small/Mid Cap ETF Zacks Trust | 3,241 | 1M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| 315 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 3,136 | 968.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 316 | iShares MSCI World Small-Cap ETF iShares Trust | 3,104 | 958.6K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 317 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,098 | 995.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 318 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 3,075 | 988K $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 319 | DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 3,073 | 917.3K $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 320 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,064 | 914.6K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 321 | Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 3,000 | 8.5M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 322 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 2,996 | 925.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 323 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 2,987 | 891.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 324 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,972 | 917.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 325 | Hartford Large Cap Growth ETF Hartford Funds Exchange-Traded Trust | 2,927 | 940.4K $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 326 | NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 2,915 | 870.2K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 327 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,909 | 934.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 328 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 2,891 | 863K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 329 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,835 | 846.3K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 330 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,832 | 845.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 331 | Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 2,629 | 784.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 332 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,598 | 775.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 333 | Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 2,596 | 774.9K $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 334 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,583 | 771.1K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 335 | Nomura VIP Opportunity Series Delaware VIP Trust | 2,551 | 761.5K $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 336 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,527 | 811.9K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 337 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,524 | 753.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 338 | SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 2,507 | 748.4K $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 339 | Morningstar U.S. Equity Fund Morningstar Funds Trust | 2,506 | 805.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 340 | iShares Core Dividend ETF iShares Trust | 2,444 | 785.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 341 | Dunham Small Cap Growth Fund Dunham Funds | 2,419 | 777.2K $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| 342 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,409 | 719.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 343 | Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 2,360 | 704.5K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 344 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,342 | 752.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 345 | Diversified Equity Master Portfolio Master Investment Portfolio | 2,328 | 694.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 346 | Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | 2,315 | 691.1K $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 347 | AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV | 2,260 | 726.1K $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| 348 | Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. | 2,224 | 663.9K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 349 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,208 | 659.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 350 | 1290 Essex Small Cap Growth Fund 1290 Funds | 2,205 | 708.4K $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 351 | AST Small-Cap Equity Portfolio Advanced Series Trust | 2,193 | 654.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 352 | Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust | 1,952 | 582.7K $ | 1.92 % | as of Mar 31, 2026 · Original filing |
| 353 | DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 1,889 | 606.9K $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| 354 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,840 | 549.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 355 | Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 1,815 | 541.8K $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 356 | Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC | 1,714 | 511.6K $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 357 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,713 | 511.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 358 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,694 | 544.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 359 | American Century U.S. Quality Value ETF American Century ETF Trust | 1,685 | 520.4K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 360 | Inspire 500 ETF Northern Lights Fund Trust IV | 1,678 | 518.2K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 361 | iShares Dow Jones U.S. ETF iShares Trust | 1,653 | 531.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 362 | TIFF MULTI-ASSET FUND TIFF Investment Program | 1,650 | 492.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 363 | iShares Morningstar Small-Cap ETF iShares Trust | 1,639 | 526.6K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 364 | NAA MID GROWTH FUND New Age Alpha Funds Trust | 1,637 | 488.7K $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 365 | Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 1,604 | 478.8K $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 366 | First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 1,566 | 467.5K $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 367 | Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,560 | 465.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 368 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,551 | 498.3K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 369 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,541 | 475.9K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 370 | Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,475 | 473.9K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 371 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,463 | 451.8K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 372 | Barrons 400 ETF ALPS ETF TRUST | 1,451 | 448.1K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 373 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,425 | 440.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 374 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,421 | 424.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 375 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,399 | 417.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 376 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,362 | 406.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 377 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,340 | 413.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 378 | PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 1,302 | 388.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 379 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,291 | 385.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 380 | ProShares Ultra MidCap400 ProShares Trust | 1,290 | 398.4K $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 381 | Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust | 1,284 | 383.3K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 382 | S&P MidCap Index Fund SHELTON FUNDS | 1,268 | 391.6K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 383 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 1,218 | 376.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 384 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 1,196 | 384.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 385 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 1,186 | 366.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 386 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 1,176 | 351K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 387 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,158 | 345.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 388 | AQR Trend Total Return Fund AQR Funds | 1,140 | 340.3K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 389 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,116 | 333.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 390 | Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,111 | 343.1K $ | 0.15 % | as of Feb 27, 2026 · Original filing |
| 391 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,108 | 342.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 392 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,102 | 354.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 393 | iShares U.S. Equity Factor ETF iShares Trust | 1,060 | 340.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 394 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 1,001 | 298.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 395 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,000 | 308.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 396 | Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL | 998 | 320.6K $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 397 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 994 | 307K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 398 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 961 | 286.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 399 | Inspire Global Hope ETF Northern Lights Fund Trust IV | 960 | 296.5K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 400 | Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 941 | 290.6K $ | 0.14 % | as of Feb 28, 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 |