Funds holding EverQuote Inc
ISIN US30041R1086 · United States
- Fund holders
- 231
- Of which ETFs
- 56 175 other funds
- Value held
- ≈ 150.6M $ 150.5M $ · 66.1K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 15,004 | 231.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 14,452 | 208.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 14,278 | 225.6K $ | 0.73 % | as of Feb 28, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 14,201 | 224.4K $ | 0.79 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,814 | 199.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 13,409 | 206.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 13,379 | 192.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 13,215 | 203.8K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 12,542 | 193.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 12,496 | 180.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 11,764 | 185.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 11,173 | 172.3K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 10,400 | 150K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 9,942 | 153.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 9,750 | 140.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,613 | 138.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 9,538 | 147.1K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 9,435 | 145.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,152 | 144.6K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 9,100 | 131.2K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,000 | 138.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,553 | 123.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 8,310 | 128.1K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,099 | 128K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 8,046 | 124.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 7,859 | 121.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Hennessy Technology Fund Hennessy Funds Trust | 7,853 | 113.2K $ | 1.39 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,534 | 119K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 7,511 | 115.8K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 7,461 | 115K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,406 | 114.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Moderate Allocation Fund Meeder Funds | 6,991 | 107.8K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,021 | 92.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,862 | 90.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 5,590 | 86.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 5,300 | 81.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,204 | 80.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 5,175 | 79.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,134 | 79.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,000 | 72.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 4,670 | 67.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 4,558 | 70.3K $ | 0.29 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,400 | 69.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 4,393 | 67.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,215 | 60.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,093 | 63.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,987 | 61.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,907 | 56.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 3,883 | 59.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 3,797 | 58.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,772 | 58.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 3,678 | 53K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,582 | 55.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 3,524 | 54.3K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,405 | 52.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Conservative Allocation Fund Meeder Funds | 3,398 | 52.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,245 | 46.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,190 | 49.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 3,166 | 45.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 3,142 | 48.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,136 | 45.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 3,021 | 46.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,816 | 40.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,701 | 41.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,660 | 42K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Gotham Enhanced Return Fund FundVantage Trust | 2,539 | 39.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,500 | 39.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 2,478 | 38.2K $ | 0.67 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,386 | 34.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Monteagle Opportunity Equity Fund Monteagle Funds | 2,370 | 37.4K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 2,349 | 36.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,319 | 35.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,268 | 35K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,162 | 34.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,150 | 33.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,107 | 30.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 2,062 | 31.8K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,993 | 30.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,990 | 28.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 1,936 | 29.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,806 | 28.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,800 | 28.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,793 | 27.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,783 | 27.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,782 | 28.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 1,542 | 24.4K $ | 0.35 % | as of Feb 28, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,468 | 22.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 1,396 | 22.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,321 | 20.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,264 | 20K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,212 | 19.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Allocation Fund Meeder Funds | 1,173 | 18.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,155 | 16.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 1,152 | 17.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 1,074 | 15.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,027 | 16.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 981 | 14.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 959 | 14.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 850 | 13.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 818 | 12.9K $ | 0.01 % | as of Feb 28, 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 | 1.57 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 1.52 % | as of Feb 28, 2026 ↗ |
| Hennessy Technology Fund Hennessy Funds Trust | 1.39 % | as of Apr 30, 2026 ↗ |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 1.02 % | as of Apr 30, 2026 ↗ |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 0.79 % | as of Feb 28, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 0.73 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 0.69 % | as of Mar 31, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 0.67 % | as of Mar 31, 2026 ↗ |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 0.52 % | as of Feb 28, 2026 ↗ |
| GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 0.51 % | as of Dec 31, 2025 ↗ |
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 |
|---|---|---|---|---|
| 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 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 | |
|---|---|---|---|
| Millennium Management LLC and 2 others | 2.40 % | 775,262 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding EverQuote Inc". https://titelia.com/en/stocks/everquote-inc-US30041R1086