Funds holding EverQuote Inc
ISIN US30041R1086 · United States
- Fund holders
- 233
- Of which ETFs
- 58 175 other funds
- Value held
- ≈ 251M $ 250.9M $ · 66.1K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 855,743 | 20.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 735,669 | 17.5M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Nomura Small Cap Growth Fund IVY FUNDS | 570,517 | 13.6M $ | 1.16 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 493,400 | 11.7M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 402,023 | 7.7M $ | 0.15 % | as of May 29, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 338,480 | 8.5M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 309,337 | 7.8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 307,513 | 7.3M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 261,399 | 6.2M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 258,994 | 6.2M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Emerald Growth Fund RBB Fund, Inc. | 242,434 | 6.1M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 201,941 | 5.1M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 194,535 | 4.6M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 183,254 | 4.6M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 169,155 | 4.3M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 163,576 | 3.9M $ | 0.45 % | as of Jun 30, 2026 ↗ |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 157,790 | 3M $ | 0.37 % | as of May 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 154,834 | 3.9M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 147,485 | 2.8M $ | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 146,585 | 2.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 145,672 | 3.5M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 140,309 | 3.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 138,039 | 3.3M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 130,081 | 2.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 118,865 | 2.8M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 115,730 | 2.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND | 115,423 | 2.2M $ | 0.03 % | as of May 31, 2026 ↗ |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 111,436 | 2.7M $ | 1.15 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 111,304 | 2.8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 110,751 | 2.1M $ | 1.06 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 110,122 | 2.8M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 103,949 | 2M $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 95,145 | 2.3M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 94,414 | 2.2M $ | 1.16 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 90,019 | 1.7M $ | 0.21 % | as of May 31, 2026 ↗ |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 86,784 | 2.1M $ | 1.75 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 86,542 | 2.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 80,720 | 1.6M $ | 0.19 % | as of May 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 72,974 | 1.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 68,514 | 1.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 64,854 | 1.6M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 62,900 | 1.6M $ | 0.37 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 60,676 | 1.2M $ | 0.18 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 54,218 | 1.3M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 53,924 | 1.4M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 52,343 | 1.2M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 51,743 | 1.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 51,261 | 986.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 48,212 | 1.1M $ | 0.62 % | as of Jun 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 47,414 | 1.1M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 42,450 | 1M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 42,069 | 809.4K $ | 0.08 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 41,897 | 806.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 40,832 | 1M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 39,473 | 939.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 38,800 | 923.1K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 38,380 | 738.4K $ | 0.03 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 35,706 | 900.5K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 35,621 | 847.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 35,533 | 896.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,063 | 859.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 32,793 | 780.1K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 32,654 | 776.8K $ | 0.52 % | as of Jun 30, 2026 ↗ |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | 32,500 | 773.2K $ | 1.37 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 31,102 | 739.9K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 30,817 | 733.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 29,855 | 574.4K $ | 0.27 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST | 29,143 | 735K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,698 | 513.7K $ | 0.03 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,678 | 672.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 26,535 | 510.5K $ | 0.11 % | as of May 31, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 26,212 | 504.3K $ | 0.20 % | as of May 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,910 | 592.6K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 23,533 | 559.9K $ | 0.82 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 23,342 | 588.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 23,190 | 584.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 23,151 | 550.8K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 22,992 | 547K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 22,924 | 545.4K $ | 0.41 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 22,800 | 575K $ | 0.30 % | as of Jul 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 22,606 | 537.8K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 22,002 | 523.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 20,634 | 520.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,300 | 482.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 20,263 | 389.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 20,233 | 481.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 19,996 | 504.3K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 19,864 | 382.2K $ | 0.02 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 19,161 | 455.8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 19,114 | 367.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 18,994 | 365.4K $ | 0.30 % | as of May 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,944 | 477.8K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 17,868 | 425.1K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 16,400 | 390.2K $ | 1.29 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 15,551 | 370K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Spectrum Fund Meeder Funds | 15,494 | 368.6K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 15,130 | 359.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 15,097 | 290.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 15,004 | 356.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 14,660 | 348.8K $ | 0.07 % | as of Jun 30, 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 | |
|---|---|---|
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 1.75 % | as of Jun 30, 2026 ↗ |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | 1.37 % | as of Jun 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 1.29 % | as of Jun 30, 2026 ↗ |
| Nomura Small Cap Growth Fund IVY FUNDS | 1.16 % | as of Jun 30, 2026 ↗ |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 1.16 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 1.15 % | as of Jun 30, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 1.06 % | as of May 31, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 0.84 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 0.82 % | as of Jun 30, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 0.76 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 232 | +2 | 10,784,513 | +8.9 % |
| 2026Q2 | 230 | 0 | 9,899,251 | +19.2 % |
| 2026Q1 | 230 | +12 | 8,303,505 | -0.8 % |
| 2025Q4 | 218 | +4 | 8,373,369 | -1.8 % |
| 2025Q3 | 214 | +22 | 8,526,313 | +5.0 % |
| 2025Q2 | 192 | +19 | 8,118,501 | +15.7 % |
| 2025Q1 | 173 | -2 | 7,014,477 | +7.8 % |
| 2024Q4 | 175 | +6 | 6,508,597 | -6.4 % |
| 2024Q3 | 169 | +31 | 6,950,590 | +21.7 % |
| 2024Q2 | 138 | +15 | 5,710,665 | +13.0 % |
| 2024Q1 | 123 | +5 | 5,053,457 | +12.9 % |
| 2023Q4 | 118 | 4,476,161 |
Institutional managers
214 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,497,509 | 53.9M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 1,344,838 | 20.7K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,283,327 | 19.8K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 941,467 | 14.5M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 909,877 | 13.4M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 869,806 | 13.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 775,262 | 12M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 743,869 | 11.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 695,716 | 10.7M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 691,266 | 10.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 691,168 | 10.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 688,739 | 10.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 577,115 | 8.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 575,186 | 8.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 519,707 | 8M $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 495,946 | 7.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 462,608 | 7.1M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 411,606 | 6.3M $ | as of Mar 31, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 403,300 | 6.2M $ | as of Mar 31, 2026 |
| HENNESSY ADVISORS INC | 353,600 | 5.5M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 336,397 | 5.2M $ | as of Mar 31, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | 304,110 | 4.7M $ | as of Mar 31, 2026 |
| Toronado Partners, LLC | 297,024 | 4.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 283,624 | 4.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 258,513 | 4M $ | as of Mar 31, 2026 |
Declared shareholders of EverQuote Inc
There are 2 beneficial ownership filings. 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 | |
|---|---|---|---|
| BlackRock, Inc. | 7.00 % | 2,226,359 | as of Jun 30, 2026 · SCHEDULE 13G |
| BlackRock Portfolio Management LLC | 5.01 % | 1,592,093 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding EverQuote Inc". https://titelia.com/en/stocks/everquote-inc-US30041R1086