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 €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| PROFUND VP MIDCAP GROWTH ProFunds | 192 | 65.6K $ | 0.43 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 187 | 63.7K $ | 0.20 % | as of May 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 175 | 56.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 169 | 57.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust | 162 | 55.2K $ | 0.71 % | as of May 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 156 | 53.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund | 148 | 50.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 142 | 45.5K $ | 0.34 % | as of Jul 31, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 134 | 45.8K $ | 0.27 % | as of Jun 30, 2026 ↗ |
| Reynolds Blue Chip Growth Fund Reynolds Funds Inc | 125 | 42.7K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 121 | 41.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 118 | 40.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 115 | 39.3K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 113 | 38.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 108 | 36.9K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 100 | 34.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust | 100 | 34.1K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 100 | 34.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 94 | 32.1K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 85 | 29K $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 83 | 28.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 69 | 23.6K $ | 1.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 66 | 22.5K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 66 | 21.2K $ | 0.42 % | as of Jul 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 60 | 19.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 58 | 18.6K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 56 | 19.1K $ | 0.06 % | as of May 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 54 | 18.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 52 | 17.7K $ | 0.53 % | as of May 29, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 35 | 11.2K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 32 | 10.9K $ | 0.27 % | as of Jun 30, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 29 | 9.9K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Corgi NYC Based ETF Corgi ETF Trust I | 27 | 9.2K $ | 0.79 % | as of Jun 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 24 | 8.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 21 | 6.7K $ | 0.25 % | as of Jul 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 15 | 5.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 14 | 4.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 6 | 1.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| LISGOMAR, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 117.6K € | 1.74 % | as of Dec 31, 2025 ↗ |
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 | 3.76 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 536 | +32 | 15,893,940 | -0.7 % |
| 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 Portfolio Management | 5.06 % | 1,960,312 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Evercore Inc". https://titelia.com/en/stocks/evercore-inc-US29977A1051