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 €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 3,925 | 1.2M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| First Eagle US Smid Cap Opportunity Fund First Eagle Funds | 3,890 | 1.2M $ | 1.81 % | as of Apr 30, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 3,863 | 1.2M $ | 0.72 % | as of Mar 31, 2026 ↗ |
| Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust | 3,827 | 1.2M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 3,803 | 1.2M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 3,778 | 1.1M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Inspire 100 ETF Northern Lights Fund Trust IV | 3,706 | 1.1M $ | 0.28 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,667 | 1.2M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| 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 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,355 | 1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,349 | 999.7K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 3,349 | 999.7K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 3,308 | 987.5K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 3,241 | 1M $ | 0.49 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 3,136 | 968.5K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,104 | 958.6K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,098 | 995.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 3,075 | 988K $ | 0.35 % | as of Apr 30, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 3,073 | 917.3K $ | 1.10 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,064 | 914.6K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Transfer 50 Swedbank Robur Fonder AB | 3,000 | 8.5M SEK | 0.08 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 2,996 | 925.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 2,987 | 891.6K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,972 | 917.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Hartford Large Cap Growth ETF Hartford Funds Exchange-Traded Trust | 2,927 | 940.4K $ | 0.52 % | as of Apr 30, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 2,915 | 870.2K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,909 | 934.6K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 2,891 | 863K $ | 0.36 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,835 | 846.3K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,832 | 845.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 2,629 | 784.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,598 | 775.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 2,596 | 774.9K $ | 1.34 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,583 | 771.1K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 2,551 | 761.5K $ | 1.02 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,527 | 811.9K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| 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 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 2,507 | 748.4K $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 2,506 | 805.2K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 2,444 | 785.2K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Dunham Small Cap Growth Fund Dunham Funds | 2,419 | 777.2K $ | 0.90 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,409 | 719.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 2,360 | 704.5K $ | 0.44 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,342 | 752.5K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 2,328 | 694.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | 2,315 | 691.1K $ | 1.45 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small/Mid Cap Growth Fund AMG Funds IV | 2,260 | 726.1K $ | 1.74 % | as of Apr 30, 2026 ↗ |
| Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. | 2,224 | 663.9K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,208 | 659.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 2,205 | 708.4K $ | 0.63 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,193 | 654.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust | 1,952 | 582.7K $ | 1.92 % | as of Mar 31, 2026 ↗ |
| DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust | 1,889 | 606.9K $ | 1.77 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,840 | 549.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 1,815 | 541.8K $ | 1.03 % | as of Mar 31, 2026 ↗ |
| Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC | 1,714 | 511.6K $ | 0.80 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,713 | 511.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,694 | 544.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| American Century U.S. Quality Value ETF American Century ETF Trust | 1,685 | 520.4K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 1,678 | 518.2K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 1,653 | 531.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 1,650 | 492.5K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,639 | 526.6K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 1,637 | 488.7K $ | 0.72 % | as of Mar 31, 2026 ↗ |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 1,604 | 478.8K $ | 0.82 % | as of Mar 31, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 1,566 | 467.5K $ | 0.75 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,560 | 465.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,551 | 498.3K $ | 0.26 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,541 | 475.9K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,475 | 473.9K $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,463 | 451.8K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 1,451 | 448.1K $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,425 | 440.1K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,421 | 424.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| 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 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,362 | 406.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,340 | 413.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 1,302 | 388.7K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,291 | 385.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 1,290 | 398.4K $ | 0.26 % | as of Feb 28, 2026 ↗ |
| 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 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 1,268 | 391.6K $ | 0.34 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 1,218 | 376.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 1,196 | 384.3K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 1,186 | 366.3K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 1,176 | 351K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,158 | 345.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 1,140 | 340.3K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,116 | 333.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,111 | 343.1K $ | 0.15 % | as of Feb 27, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,108 | 342.2K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,102 | 354.1K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Equity Factor ETF iShares Trust | 1,060 | 340.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 1,001 | 298.8K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,000 | 308.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL | 998 | 320.6K $ | 0.68 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 994 | 307K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 961 | 286.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 960 | 296.5K $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 941 | 290.6K $ | 0.14 % | as of Feb 28, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 504 | +30 | 16,004,644 | +1.9 % |
| 2026Q1 | 474 | 0 | 15,706,658 | -7.1 % |
| 2025Q4 | 474 | +16 | 16,902,729 | +0.1 % |
| 2025Q3 | 458 | +16 | 16,888,815 | +6.7 % |
| 2025Q2 | 442 | -34 | 15,832,250 | -5.5 % |
| 2025Q1 | 476 | +10 | 16,761,795 | -1.3 % |
| 2024Q4 | 466 | +9 | 16,977,564 | -5.1 % |
| 2024Q3 | 457 | +3 | 17,887,093 | +4.8 % |
| 2024Q2 | 454 | +23 | 17,068,350 | +7.1 % |
| 2024Q1 | 431 | +6 | 15,937,967 | -6.0 % |
| 2023Q4 | 425 | 16,958,465 |
Institutional managers
643 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 326,665 | 97.5K $ | 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.02 % | 1,989,795 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051