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 | |
|---|---|---|---|---|---|
| 401 | Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 932 | 287.8K $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 402 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 927 | 276.7K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 403 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 908 | 291.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 404 | Amplify COWS Covered Call ETF Amplify ETF Trust | 900 | 268.7K $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| 405 | AQR MS Fusion HV Fund AQR Funds | 877 | 261.8K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 406 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 853 | 254.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 407 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 847 | 252.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 408 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 834 | 249K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 409 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 830 | 266.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 410 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 822 | 264.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 411 | Hartford Disciplined US Equity ETF Lattice Strategies Trust | 809 | 259.9K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 412 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 809 | 241.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 413 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 790 | 235.8K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 414 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 786 | 242.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 415 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 774 | 231K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 416 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 764 | 228.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 417 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 758 | 226.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 418 | Avantis U.S. Equity Fund American Century ETF Trust | 743 | 229.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 419 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 718 | 214.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 420 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 700 | 209K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 421 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 687 | 212.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 422 | Destinations Shelter Fund Brinker Capital Destinations Trust | 684 | 211.2K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 423 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 683 | 203.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 424 | JPMorgan Diversified Fund JPMorgan Trust I | 660 | 197K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 425 | SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 659 | 196.7K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 426 | Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 640 | 205.6K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 427 | Avantis Total Equity Markets ETF American Century ETF Trust | 638 | 197K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 428 | T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 612 | 196.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 429 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 599 | 178.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 430 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 593 | 177K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 431 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 584 | 174.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 432 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 552 | 177.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 433 | Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 548 | 176.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 434 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 519 | 154.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 435 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 504 | 150.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 436 | BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 501 | 154.7K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 437 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 497 | 153.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 438 | LargeCap Value Fund III Principal Funds, Inc | 487 | 156.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 439 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 483 | 155.2K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 440 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 447 | 133.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 441 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 446 | 143.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 442 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 439 | 141K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 443 | Systematic Core Fund VALIC Co I | 436 | 134.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 444 | Monteagle Opportunity Equity Fund Monteagle Funds | 432 | 133.4K $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| 445 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 400 | 119.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 446 | VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 391 | 120.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 447 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 385 | 114.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 448 | Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 375 | 120.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 449 | M3Sixty Small Cap Growth Fund 360 Funds | 352 | 108.7K $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| 450 | New Covenant Growth Fund NEW COVENANT FUNDS | 352 | 105.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 451 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 350 | 112.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 452 | LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 350 | 104.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 453 | ULTRA MID CAP PROFUND ProFunds | 311 | 99.9K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 454 | Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 307 | 91.6K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 455 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 291 | 86.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 456 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 288 | 86K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 457 | The Institutional U.S. Equity Portfolio HC Capital Trust | 287 | 85.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 458 | Voya VACS Series MCV Fund Voya Equity Trust | 286 | 88.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 459 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 281 | 83.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 460 | BrandywineGLOBAL-Dynamic US Large Cap Value ETF Franklin Templeton ETF Trust | 280 | 83.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 461 | AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 272 | 81.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 462 | Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 265 | 79.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 463 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 249 | 76.9K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 464 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 247 | 73.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 465 | AQR LSE Fusion Fund AQR Funds | 242 | 72.2K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 466 | ProShares UltraPro MidCap400 ProShares Trust | 233 | 72K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 467 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 226 | 67.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 468 | PROFUND VP MIDCAP GROWTH ProFunds | 226 | 67.5K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 469 | SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 225 | 67.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 470 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 215 | 66.4K $ | 0.09 % | as of Feb 27, 2026 · Original filing |
| 471 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 204 | 60.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 472 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 201 | 64.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 473 | Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 184 | 59.1K $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 474 | John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust | 184 | 54.9K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 475 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 175 | 56.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 476 | Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 175 | 54K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 477 | PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 158 | 50.8K $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 478 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 156 | 46.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 479 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 145 | 43.3K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 480 | First Eagle Mid Cap Equity ETF First Eagle ETF Trust | 138 | 44.3K $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| 481 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 133 | 39.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 482 | First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 129 | 38.5K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 483 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 113 | 33.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 484 | Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 109 | 32.5K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 485 | PROFUND VP MIDCAP VALUE ProFunds | 93 | 27.8K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 486 | AQR MS Fusion Fund AQR Funds | 90 | 26.9K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 487 | KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 86 | 25.7K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 488 | PROFUND VP ULTRAMID CAP ProFunds | 80 | 23.9K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 489 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 76 | 24.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 490 | Avantis U.S. Quality ETF American Century ETF Trust | 75 | 23.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 491 | MID-CAP PROFUND ProFunds | 74 | 23.8K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 492 | WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 70 | 20.9K $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 493 | Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 68 | 21K $ | 0.54 % | as of Feb 27, 2026 · Original filing |
| 494 | MID-CAP GROWTH PROFUND ProFunds | 67 | 21.5K $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 495 | TFA AlphaGen Growth Fund Tactical Investment Series Trust | 60 | 17.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 496 | Value Equity Index Fund GuideStone Funds | 54 | 16.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 497 | Longview Advantage ETF RBB Fund Trust | 49 | 15.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 498 | AQR CVX Fusion Fund AQR Funds | 40 | 11.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 499 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 38 | 12.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 500 | Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 32 | 9.6K $ | 0.29 % | 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 |