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EVR · Evercore Inc. · Held by Funds

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$261.68 +2.68 (+1.03%) At close · Oct 2
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$10.11B
Shares
38.46M
Volume · Oct 2 670.12K Avg daily vol (3M) 508.28K

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.

Funds holding EVR

589 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 1,326,561 $452,940,988 0.36%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,166,616 $398,329,367 0.02%
VANGUARD SMALL-CAP INDEX FUND 842,207 $287,563,158 0.15%
VANGUARD EXTENDED MARKET INDEX FUND 443,476 $151,420,445 0.15%
Invesco S&P MidCap Quality ETF 378,640 $121,376,838 2.23%
Disciplined Value Mid Cap Fund 350,270 $119,596,189 0.52%
Invesco Discovery Fund 320,054 $109,093,606 1.39%
SRH Total Return Fund, Inc. 300,000 $102,258,000 4.75%
State Street SPDR S&P MidCap 400SM ETF Trust 297,615 $101,617,666 0.36%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 294,652 $100,605,979 0.79%
Strategic Advisers Fidelity U.S. Total Stock Fund 279,079 $95,126,868 0.04%
Invesco Discovery Mid Cap Growth Fund 286,267 $91,765,750 1.35%
VANGUARD SMALL-CAP VALUE INDEX FUND 266,935 $91,142,286 0.13%
VANGUARD SMALL-CAP GROWTH INDEX FUND 242,932 $82,946,702 0.18%
VANGUARD PRIMECAP CORE FUND 219,190 $74,840,234 0.41%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 218,860 $70,157,762 0.05%
THE HARTFORD GROWTH OPPORTUNITIES FUND 216,719 $69,471,443 1.06%
Fidelity Extended Market Index Fund 199,416 $67,972,938 0.16%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 195,800 $66,853,952 0.36%
Strategic Advisers U.S. Total Stock Fund 162,601 $55,424,177 0.06%
American Funds Fundamental Investors 158,612 $54,156,481 0.03%
SMALLCAP World Fund Inc 155,769 $53,185,767 0.06%
Fidelity Mid-Cap Stock Fund 160,808 $51,548,612 0.58%
iShares Russell Mid-Cap ETF 150,675 $51,446,472 0.09%
iShares S&P Mid-Cap 400 Growth ETF 143,033 $48,837,188 0.43%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 147,579 $47,307,924 0.05%
Bahl & Gaynor Small/Mid Cap Income Growth ETF 134,953 $46,078,352 3.16%
Fidelity Balanced Fund 133,500 $45,504,810 0.07%
VIP Mid Cap Portfolio 130,800 $44,660,352 0.47%
Fidelity Mid Cap Index Fund 139,008 $44,560,404 0.09%
Fidelity SAI U.S. Quality Index Fund 133,994 $42,953,117 0.12%
VANGUARD EXPLORER FUND 128,899 $41,319,863 0.19%
VANGUARD CAPITAL OPPORTUNITY FUND 113,100 $38,616,864 0.12%
Schwab U.S. Mid-Cap ETF 104,554 $35,638,276 0.24%
JPMorgan Small Cap Equity Fund 100,178 $34,204,776 1.19%
JNL/Invesco Small Cap Growth Fund 99,222 $33,878,360 1.67%
Invesco Small Cap Growth Fund 92,095 $31,444,917 1.71%
Bridge Builder Small/Mid Cap Growth Fund 86,593 $29,566,314 0.26%
Victory Pioneer Select Mid Cap Growth Fund 86,098 $29,347,364 1.55%
SA Wellington Capital Appreciation Portfolio 83,860 $28,633,158 1.09%
Neuberger Mid Cap Growth Fund 82,207 $28,021,078 1.24%
iShares Russell 1000 Value ETF 81,600 $27,861,504 0.03%
Marsico Midcap Growth Focus Fund 79,919 $27,287,543 2.90%
U.S. SMALL CAP PORTFOLIO 80,487 $25,800,913 0.13%
Invesco Main Street Mid Cap Fund 74,515 $25,442,402 0.97%
ProShares S&P MidCap 400 Dividend Aristocrats ETF 74,553 $25,412,136 1.51%
iShares S&P Mid-Cap 400 Value ETF 73,749 $25,180,859 0.29%
Fidelity Total Market Index Fund 73,243 $24,965,609 0.02%
Small Cap Core Fund 76,069 $24,384,679 1.25%
Fidelity U.S. Equity Central Fund 71,400 $24,378,816 0.10%
Showing 1–50 of 589 positions
Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 12 filings 11 filers Visit website Investor relations