Titelia

Fund shareholders of Evercore Inc

ISIN US29977A1051 · United States · LEI 529900P6KLPT95DW3W58

Fund shareholders
539
Of which ETFs
128 411 other funds
Value held
≈ 5.4B $ 5.4B $ · 38.8M SEK · 117.6K €
FundSharesValueWeight in fund
S&P MidCap Index Fund SHELTON FUNDS 1,268432.2K $0.37 %as of May 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 1,225417.6K $0.27 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,224417.2K $0.02 %as of May 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 1,164397.4K $0.13 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,132362.9K $0.03 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,113380K $0.03 %as of Jun 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,100352.6K $0.04 %as of Jul 31, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 1,074366.7K $0.08 %as of Jun 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 1,065341.4K $0.01 %as of Jul 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,062362K $0.08 %as of May 31, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 1,060361.3K $0.17 %as of May 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,052359.2K $0.51 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,051358.2K $0.03 %as of May 31, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 1,028351K $0.20 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 1,028351K $0.04 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,022349K $0.00 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,000340.9K $0.02 %as of May 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 1,000320.6K $0.02 %as of Jul 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 985336.3K $0.12 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 982335.3K $0.03 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 959327.4K $0.02 %as of Jun 30, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 932298.8K $0.15 %as of Jul 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 930317.5K $0.09 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 908310K $0.17 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 876299.1K $0.00 %as of Jun 30, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 856292.3K $0.01 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 850272.5K $0.05 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 807275.5K $0.09 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 798272K $0.04 %as of May 31, 2026 ↗
Amplify COWS Covered Call ETF Amplify ETF Trust 794271.1K $1.66 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 793270.8K $0.17 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 786268.4K $0.02 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 786267.9K $0.06 %as of May 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 770262.5K $0.44 %as of May 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 767261.9K $0.92 %as of Jun 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 726247.9K $0.18 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 716244.5K $0.02 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 704240.4K $0.04 %as of Jun 30, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 684233.1K $0.25 %as of May 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 683233.2K $0.02 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 674216.1K $0.00 %as of Jul 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 667227.7K $0.33 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 663226.4K $0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 649208K $0.01 %as of Jul 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 635216.8K $0.38 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 632215.8K $0.21 %as of Jun 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 626213.7K $0.04 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 623212.7K $0.02 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 603205.9K $0.02 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 600204.9K $0.02 %as of Jun 30, 2026 ↗
AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST 592202.1K $0.37 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 568182.1K $0.27 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 553188.8K $0.01 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 548175.7K $0.02 %as of Jul 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 524178.9K $0.07 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 507162.5K $0.12 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 505172.4K $0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 494168.4K $0.02 %as of May 31, 2026 ↗
TFA AlphaGen Fund (formerly, the TFA AlphaGen Growth Fund) Tactical Investment Series Trust 490167.3K $0.30 %as of Jun 30, 2026 ↗
TFA Quantitative Fund Tactical Investment Series Trust 490167.3K $0.23 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 461157.1K $0.04 %as of May 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 449143.9K $0.01 %as of Jul 31, 2026 ↗
Monteagle Opportunity Equity Fund Monteagle Funds 432147.3K $0.85 %as of May 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 415133K $0.02 %as of Jul 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 414141.4K $0.74 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 400136.6K $0.02 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 388132.3K $0.02 %as of May 31, 2026 ↗
LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 382130.4K $0.05 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 375120.2K $0.04 %as of Jul 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 363123.9K $0.01 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 361123.3K $0.03 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 352120.2K $0.02 %as of Jun 30, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 352120K $1.09 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 350112.2K $0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 344117.5K $0.02 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 333106.7K $0.00 %as of Jul 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 325111K $0.11 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 324103.9K $0.22 %as of Jul 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 310105.8K $0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 309105.5K $0.01 %as of Jun 30, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 301102.6K $0.09 %as of May 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 300102.4K $0.02 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 29099K $0.00 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 29099K $0.00 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 28798K $0.00 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 28697.5K $0.09 %as of May 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 28195.9K $0.05 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 26490.1K $0.31 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 25481.4K $0.41 %as of Jul 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 24984.9K $0.08 %as of May 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 24784.3K $0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 23680.6K $0.04 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 22677.2K $0.01 %as of Jun 30, 2026 ↗
First Eagle Mid Cap Equity ETF First Eagle ETF Trust 21468.6K $1.72 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 21172K $0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust 21071.6K $0.10 %as of May 29, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 21067.3K $0.02 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 20469.7K $0.01 %as of Jun 30, 2026 ↗
John Hancock U.S. High Dividend ETF John Hancock Exchange-Traded Fund Trust 19867.6K $0.56 %as of Jun 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19566.6K $0.01 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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.

FundWeight in fund
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 3.76 %as of Jun 30, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 3.63 %as of Jun 30, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 3.16 %as of Jun 30, 2026 ↗
TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust 3.16 %as of May 31, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 3.02 %as of Jun 30, 2026 ↗
Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND 2.90 %as of Jun 30, 2026 ↗
Tremblant Global ETF Managed Portfolio Series 2.59 %as of Jun 30, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 2.42 %as of Jun 30, 2026 ↗
OAK HARVEST LONG/SHORT HEDGED EQUITY Capitol Series Trust 2.30 %as of May 31, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 2.23 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3536+3215,893,940-0.7 %
2026Q2504+3016,004,644+1.9 %
2026Q1474015,706,658-7.1 %
2025Q4474+1616,902,729+0.1 %
2025Q3458+1616,888,815+6.7 %
2025Q2442-3415,832,250-5.5 %
2025Q1476+1016,761,795-1.3 %
2024Q4466+916,977,564-5.1 %
2024Q3457+317,887,093+4.8 %
2024Q2454+2317,068,350+7.1 %
2024Q1431+615,937,967-6.0 %
2023Q442516,958,465

Institutional managers

643 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.3,648,8581.1B $as of Mar 31, 2026
FMR LLC1,669,662498.4M $as of Mar 31, 2026
Invesco Ltd.1,424,686425.3M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,316,852388.1M $as of Mar 31, 2026
STATE STREET CORP1,179,024352M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,043,338311.5M $as of Mar 31, 2026
TD Asset Management Inc958,472286.1M $as of Mar 31, 2026
MORGAN STANLEY917,801274M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP623,259186M $as of Mar 31, 2026
Boston Partners580,174173.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP548,530163.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC524,531156.6M $as of Mar 31, 2026
JPMORGAN CHASE & CO468,882133.7M $as of Mar 31, 2026
Fisher Asset Management, LLC424,719126.8M $as of Mar 31, 2026
BAHL & GAYNOR INC401,833120M $as of Mar 31, 2026
Point72 Asset Management, L.P.390,584116.6M $as of Mar 31, 2026
Balyasny Asset Management L.P.369,040110.2M $as of Mar 31, 2026
NORTHERN TRUST CORP357,164106.6M $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/353,950105.7M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.331,10998.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/326,66597.5K $as of Mar 31, 2026
Bank of New York Mellon Corp319,23795.3M $as of Mar 31, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.318,96795.2M $as of Mar 31, 2026
Paralel Advisors LLC300,00089.6M $as of Mar 31, 2026
UBS Group AG292,60587.3M $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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.06 %1,960,312as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051