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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

568 fund positions
Fund Balance Value % of Fund Open
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 867,563 $258,976,231 0.16%
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%
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%
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 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 188,934 $56,398,688 0.36%
Strategic Advisers U.S. Total Stock Fund 162,601 $55,424,177 0.06%
Fidelity Mid-Cap Stock Fund 158,108 $50,798,519 0.58%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 145,356 $46,701,429 0.05%
SMALLCAP World Fund Inc 155,769 $46,498,604 0.06%
VANGUARD EXPLORER FUND 143,616 $46,142,385 0.21%
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%
Schwab U.S. Mid-Cap ETF 104,554 $35,638,276 0.24%
Small Cap Core Fund 103,408 $33,223,956 1.66%
AQR Long-Short Equity Fund 104,251 $31,119,966 0.39%
VANGUARD CAPITAL OPPORTUNITY FUND 101,300 $30,239,063 0.12%
Victory Pioneer Select Mid Cap Growth Fund 86,098 $29,347,364 1.55%
Fidelity Contrafund K6 95,748 $28,581,735 0.09%
Neuberger Mid Cap Growth Fund 82,207 $28,021,078 1.24%
JNL/Invesco Small Cap Growth Fund 87,349 $26,074,550 1.68%
U.S. SMALL CAP PORTFOLIO 80,487 $25,859,668 0.14%
ProShares S&P MidCap 400 Dividend Aristocrats ETF 74,553 $25,412,136 1.51%
iShares Russell 1000 Value ETF 83,987 $25,070,959 0.04%
Invesco Small Cap Growth Fund 83,751 $25,000,511 1.61%
Fidelity Total Market Index Fund 73,243 $24,965,609 0.02%
Franklin Small Cap Growth Fund 76,714 $24,647,441 1.01%
SA Wellington Capital Appreciation Portfolio 82,153 $24,523,492 1.14%
Virtus Ceredex Mid-Cap Value Equity Fund 75,000 $22,388,250 1.95%
Showing 1–50 of 568 positions
Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 662 filings 643 filers Visit website Investor relations

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