EVR
Evercore Inc.Company with tickers: EVR
Market Cap
$13.66B
Shares Outstanding
38,682,530
CIK
1360901
CUSIP
29977A105
13F Activity (30d)
7 filings
5 filers
Website
Visit website
Investor Relations
Investor relations
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
458 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | — | 1,280,631 | $382,281,160 | 0.36% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,193,163 | $356,171,087 | 0.02% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 867,563 | $258,976,231 | 0.16% | Long | 2026-03-31 | |
| Fidelity Contrafund | — | 436,415 | $130,274,242 | 0.08% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 431,693 | $128,864,677 | 0.16% | Long | 2026-03-31 | |
| Disciplined Value Mid Cap Fund | — | 349,499 | $104,328,946 | 0.48% | Long | 2026-03-31 | |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY | — | 315,652 | $94,225,279 | 0.84% | Long | 2026-03-31 | |
| Invesco Discovery Fund | — | 304,997 | $94,195,273 | 1.42% | Long | 2026-02-28 | |
| SRH Total Return Fund, Inc. | STEW | 300,000 | $92,652,000 | 4.19% | Long | 2026-02-28 | |
| State Street SPDR S&P MidCap 400SM ETF Trust | MDY | 291,529 | $87,024,322 | 0.36% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 276,227 | $82,456,522 | 0.14% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 242,793 | $72,476,138 | 0.19% | Long | 2026-03-31 | |
| THE HARTFORD GROWTH OPPORTUNITIES FUND | — | 217,674 | $69,936,479 | 1.06% | Long | 2026-04-30 | |
| VANGUARD PRIMECAP CORE FUND | — | 212,190 | $63,340,837 | 0.47% | Long | 2026-03-31 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | — | 203,684 | $62,905,767 | 0.03% | Long | 2026-02-28 | |
| T. Rowe Price All-Cap Opportunities Fund | — | 209,892 | $62,654,861 | 0.44% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 202,063 | $62,405,137 | 0.15% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | — | 188,934 | $56,398,688 | 0.36% | Long | 2026-03-31 | |
| Strategic Advisers U.S. Total Stock Fund | — | 153,518 | $47,412,499 | 0.05% | Long | 2026-02-28 | |
| SMALLCAP World Fund Inc | — | 155,769 | $46,498,604 | 0.06% | Long | 2026-03-31 | |
| iShares S&P Mid-Cap 400 Growth ETF | — | 145,611 | $43,466,340 | 0.44% | Long | 2026-03-31 | |
| iShares Russell Mid-Cap ETF | — | 140,790 | $42,027,223 | 0.09% | Long | 2026-03-31 | |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | — | 138,914 | $41,467,218 | 3.34% | Long | 2026-03-31 | |
| JPMorgan Small Cap Equity Fund | — | 133,555 | $39,867,503 | 1.40% | Long | 2026-03-31 | |
| VIP Mid Cap Portfolio | — | 130,800 | $39,045,108 | 0.49% | Long | 2026-03-31 | |
| Fidelity Balanced Fund | — | 114,400 | $35,331,296 | 0.06% | Long | 2026-02-28 | |
| Small Cap Core Fund | — | 103,408 | $33,223,956 | 1.66% | Long | 2026-04-30 | |
| Schwab U.S. Mid-Cap ETF | — | 104,568 | $32,294,781 | 0.24% | Long | 2026-02-28 | |
| AQR Long-Short Equity Fund | — | 104,251 | $31,119,966 | 0.39% | Long | 2026-03-31 | |
| VANGUARD CAPITAL OPPORTUNITY FUND | — | 101,300 | $30,239,063 | 0.12% | Long | 2026-03-31 | |
| Fidelity Contrafund K6 | — | 95,748 | $28,581,735 | 0.09% | Long | 2026-03-31 | |
| Victory Pioneer Select Mid Cap Growth Fund | — | 86,813 | $26,811,327 | 1.59% | Long | 2026-02-28 | |
| JNL/Invesco Small Cap Growth Fund | — | 87,349 | $26,074,550 | 1.68% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 80,487 | $25,859,668 | 0.14% | Long | 2026-04-30 | |
| Neuberger Mid Cap Growth Fund | — | 82,999 | $25,633,411 | 1.29% | Long | 2026-02-28 | |
| iShares Russell 1000 Value ETF | — | 83,987 | $25,070,959 | 0.04% | Long | 2026-03-31 | |
| Invesco Small Cap Growth Fund | — | 83,751 | $25,000,511 | 1.61% | Long | 2026-03-31 | |
| Franklin Small Cap Growth Fund | — | 76,714 | $24,647,441 | 1.01% | Long | 2026-04-30 | |
| SA Wellington Capital Appreciation Portfolio | — | 82,153 | $24,523,492 | 1.14% | Long | 2026-03-31 | |
| Virtus Ceredex Mid-Cap Value Equity Fund | — | 75,000 | $22,388,250 | 1.95% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 72,251 | $22,313,999 | 0.02% | Long | 2026-02-28 | |
| iShares S&P Mid-Cap 400 Value ETF | — | 74,713 | $22,302,578 | 0.28% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 69,364 | $22,285,960 | 0.06% | Long | 2026-04-30 | |
| Fidelity U.S. Equity Central Fund | — | 73,000 | $21,791,230 | 0.11% | Long | 2026-03-31 | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | — | 68,892 | $21,276,605 | 1.20% | Long | 2026-02-28 | |
| VANGUARD FINANCIALS INDEX FUND | — | 64,503 | $19,921,107 | 0.14% | Long | 2026-02-28 | |
| Invesco Main Street Mid Cap Fund | — | 66,180 | $19,755,392 | 0.84% | Long | 2026-03-31 | |
| American Century U.S. Quality Growth ETF | — | 63,518 | $19,616,899 | 0.89% | Long | 2026-02-28 | |
| Touchstone Strategic Trust-Touchstone Small Company Fund | — | 63,884 | $19,070,013 | 1.28% | Long | 2026-03-31 | |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF | — | 61,875 | $18,470,306 | 1.20% | Long | 2026-03-31 |
Showing 1–50 of 458 positions