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EVR · Evercore Inc.

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$307.38 -5.05 (-1.62%) At close · Aug 14
Market Cap
$11.82B
Shares
38.46M

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

Funds holding EVR

741 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 1,236,190 $420,613,648 0.41%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,155,821 $393,268,095 0.02%
iShares Core S&P Mid-Cap ETF 1,280,631 $382,281,160 0.36%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,193,163 $356,171,087 0.02%
VANGUARD SMALL-CAP INDEX FUND 833,775 $283,691,944 0.17%
VANGUARD SMALL-CAP INDEX FUND 867,563 $258,976,231 0.16%
VANGUARD EXTENDED MARKET INDEX FUND 416,720 $141,788,980 0.17%
Fidelity Contrafund 436,415 $130,274,242 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 431,693 $128,864,677 0.16%
Invesco Discovery Fund 320,054 $109,093,606 1.39%
Invesco S&P MidCap Quality ETF 297,731 $105,179,430 2.00%
Disciplined Value Mid Cap Fund 349,499 $104,328,946 0.48%
SRH Total Return Fund, Inc. 300,000 $102,258,000 4.75%
Invesco Discovery Mid Cap Growth Fund 309,322 $99,382,065 1.48%
Strategic Advisers Fidelity U.S. Total Stock Fund 279,079 $95,126,868 0.04%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 315,652 $94,225,279 0.84%
Invesco S&P MidCap Quality ETF 291,431 $93,633,866 1.80%
VANGUARD SMALL-CAP VALUE INDEX FUND 268,810 $91,462,603 0.15%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 261,252 $88,890,993 0.79%
State Street SPDR S&P MidCap 400SM ETF Trust 291,529 $87,024,322 0.36%
VANGUARD SMALL-CAP VALUE INDEX FUND 276,227 $82,456,522 0.14%
VANGUARD SMALL-CAP GROWTH INDEX FUND 235,467 $80,117,647 0.20%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 212,317 $75,005,227 0.06%
VANGUARD SMALL-CAP GROWTH INDEX FUND 242,793 $72,476,138 0.19%
THE HARTFORD GROWTH OPPORTUNITIES FUND 217,674 $69,936,479 1.06%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 217,296 $69,815,032 0.06%
Fidelity Extended Market Index Fund 199,416 $67,972,938 0.16%
VANGUARD PRIMECAP CORE FUND 212,190 $63,340,837 0.47%
T. Rowe Price All-Cap Opportunities Fund 209,892 $62,654,861 0.44%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 181,846 $61,873,102 0.41%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 188,934 $56,398,688 0.36%
Strategic Advisers U.S. Total Stock Fund 162,601 $55,424,177 0.06%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 148,247 $52,371,218 0.06%
Fidelity Mid-Cap Stock Fund 158,108 $50,798,519 0.58%
Fidelity Mid Cap Index Fund 134,123 $47,381,632 0.10%
Bahl & Gaynor Small/Mid Cap Income Growth ETF 139,230 $47,373,008 4.18%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 145,356 $46,701,429 0.05%
SMALLCAP World Fund Inc 155,769 $46,498,604 0.06%
iShares Russell Mid-Cap ETF 136,131 $46,318,573 0.10%
VANGUARD EXPLORER FUND 143,616 $46,142,385 0.21%
VANGUARD MID-CAP GROWTH FUND 130,473 $46,092,197 1.56%
iShares S&P Mid-Cap 400 Growth ETF 134,122 $45,635,011 0.50%
Fidelity Balanced Fund 133,500 $45,504,810 0.07%
Fidelity Mid Cap Index Fund 136,535 $43,867,330 0.09%
iShares S&P Mid-Cap 400 Growth ETF 145,611 $43,466,340 0.44%
iShares Russell Mid-Cap ETF 140,790 $42,027,223 0.09%
Bahl & Gaynor Small/Mid Cap Income Growth ETF 138,914 $41,467,218 3.34%
JPMorgan Small Cap Equity Fund 133,555 $39,867,503 1.40%
VIP Mid Cap Portfolio 130,800 $39,045,108 0.49%
Fidelity SAI U.S. Quality Index Fund 118,127 $37,953,024 0.13%
Showing 1–50 of 741 positions
Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 672 filings 653 filers Visit website Investor relations

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