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