EVER · EverQuote, Inc. · Held by Funds

$28.30 +0.41 (+1.47%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$1.00B

35.47M

Volume · Nov 13 303.53K Avg daily vol (3M) 730.55K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of EVER by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.37% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	2.76%	+0.33 pp	979,862	55
Index ETFs	9.60%	+0.34 pp	3,406,567	37
Active ETFs	2.12%	-0.15 pp	751,754	24
Active funds	15.15%	+4.76 pp	5,374,858	104
Unclassified	1.03%	+1.03 pp	366,323	13
All registered funds	30.67%	+6.31 pp	10,879,364	233

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding EVER

243 fund positions

Fund	Ticker	Balance	Value	% of Fund	Side	Reported
VANGUARD TOTAL STOCK MARKET INDEX FUND	—	855,743	$20,358,126	0.00%	Long	2026-06-30
iShares Russell 2000 ETF	IWM	735,669	$17,501,566	0.02%	Long	2026-06-30
Avantis U.S. Small Cap Value ETF	AVUV	548,382	$13,950,838	0.04%	Long	2026-08-31
Nomura Small Cap Growth Fund	—	570,517	$13,572,599	1.16%	Long	2026-06-30
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund	—	493,400	$11,737,986	0.12%	Long	2026-06-30
BlackRock Advantage Small Cap Core Fund	—	402,023	$10,227,465	0.19%	Long	2026-08-31
Nuveen Quant Small Cap Equity Fund	—	338,480	$8,536,466	0.21%	Long	2026-07-31
Fidelity Small Cap Index Fund	FSSNX	309,337	$7,801,479	0.02%	Long	2026-07-31
VANGUARD EXTENDED MARKET INDEX FUND	—	307,513	$7,315,734	0.01%	Long	2026-06-30
Emerald Growth Fund	—	269,354	$6,852,366	0.48%	Long	2026-08-31
T. Rowe Price Financial Services Fund, Inc.	—	261,399	$6,218,682	0.33%	Long	2026-06-30
iShares Russell 2000 Value ETF	IWN	258,994	$6,161,467	0.04%	Long	2026-06-30
Boston Partners Small Cap Value Fund II (R6)	—	241,292	$6,138,468	0.73%	Long	2026-08-31
First Eagle Small Cap Opportunity Fund	—	201,941	$5,092,952	0.18%	Long	2026-07-31
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund	—	194,535	$4,627,988	0.24%	Long	2026-06-30
VANGUARD EXPLORER FUND	—	183,254	$4,621,666	0.02%	Long	2026-07-31
Pacer US Small Cap Cash Cows 100 ETF	CALF	169,155	$4,266,089	0.12%	Long	2026-07-31
VANGUARD RUSSELL 2000 INDEX FUND	—	162,169	$4,125,579	0.02%	Long	2026-08-31
SmallCap Growth Fund I	—	154,834	$3,904,913	0.16%	Long	2026-07-31
Small Cap Core Portfolio	—	163,576	$3,891,473	0.45%	Long	2026-06-30
U.S. SMALL CAP PORTFOLIO	DFSTX	140,309	$3,538,593	0.02%	Long	2026-07-31
Emerald Growth Fund	—	242,434	$3,495,898	0.25%	Long	2026-04-30
Principal U.S. Small-Cap ETF	PSC	145,672	$3,465,537	0.15%	Long	2026-06-30
Fidelity Extended Market Index Fund	FSMAX	134,340	$3,417,610	0.01%	Long	2026-08-31
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND	VSTCX	138,039	$3,283,948	0.11%	Long	2026-06-30
Schwab U.S. Small-Cap ETF	SCHA	128,974	$3,281,099	0.01%	Long	2026-08-31
Inspire Fidelis Multi Factor ETF	FDLS	119,808	$3,047,916	1.22%	Long	2026-08-31
Strategic Advisers U.S. Total Stock Fund	FSAKX	115,730	$2,944,171	0.00%	Long	2026-08-31
VictoryShares Small Cap Free Cash Flow ETF	SFLO	118,865	$2,827,798	0.47%	Long	2026-06-30
Dimensional U.S. Small Cap ETF	DFAS	111,304	$2,807,087	0.02%	Long	2026-07-31
U.S. MICRO CAP PORTFOLIO	DFSCX	110,122	$2,777,277	0.04%	Long	2026-07-31
Nomura VIP Small Cap Growth Series	—	111,436	$2,651,062	1.15%	Long	2026-06-30
VANGUARD COMMUNICATION SERVICES INDEX FUND	—	99,946	$2,542,626	0.04%	Long	2026-08-31
Avantis U.S. Small Cap Value Fund	—	89,837	$2,285,453	0.11%	Long	2026-08-31
iShares Micro-Cap ETF	IWC	95,145	$2,263,500	0.15%	Long	2026-06-30
SFT Nomura Small Cap Growth Fund	—	94,414	$2,246,109	1.16%	Long	2026-06-30
Dimensional U.S. Targeted Value ETF	DFAT	86,542	$2,182,589	0.02%	Long	2026-07-31
Allspring SMID Core ETF	ASCE	86,784	$2,064,591	1.75%	Long	2026-06-30
U.S. Targeted Value Portfolio	DFFVX	72,974	$1,840,404	0.01%	Long	2026-07-31
Schwab Small-Cap Index Fund	SWSSX	68,514	$1,727,923	0.02%	Long	2026-07-31
Goldman Sachs Small Cap Value Insights Fund	—	64,854	$1,635,618	0.12%	Long	2026-07-31
PGIM Quant Solutions Small-Cap Value Fund	—	62,900	$1,586,338	0.36%	Long	2026-07-31
Adara Smaller Companies Fund	—	56,284	$1,431,865	0.17%	Long	2026-08-31
Dimensional U.S. Core Equity 2 ETF	DFAC	53,924	$1,359,963	0.00%	Long	2026-07-31
Fidelity Total Market Index Fund	FSKAX	51,221	$1,303,062	0.00%	Long	2026-08-31
Master Small Cap Index Series	—	54,218	$1,289,846	0.02%	Long	2026-06-30
BlackRock Advantage SMID Cap Fund, Inc.	—	52,343	$1,245,240	0.13%	Long	2026-06-30
T.Rowe Price Small Cap Growth Portfolio	—	51,743	$1,230,966	0.11%	Long	2026-06-30
Avantis U.S. Small Cap Equity ETF	AVSC	47,097	$1,198,148	0.04%	Long	2026-08-31
VANGUARD U.S. MULTIFACTOR ETF	VFMF	45,354	$1,153,806	0.12%	Long	2026-08-31

Showing 1–50 of 243 positions

Key facts CIK 1640428 CUSIP 30041R108 13F (30d) 198 filings 170 filers Visit website Investor relations