Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,530,148
+$759,379 QoQ
Shares Held
10,339
+11.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#226
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $59,147,169 across 16 Capital Markets names. EVR ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28,942 | $29,271,070 | |
| 2 | MS |
Morgan Stanley
|
85,487 | $17,870,202 | |
| 3 | EVR |
Evercore Inc.
This page
|
10,339 | $3,530,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,126 | $2,920,755 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
23,691 | $2,062,064 | |
| 6 | SCHW |
Schwab Charles Corp
|
17,467 | $1,611,680 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,775 | $499,982 | |
| 8 | GOLD |
Gold.com, Inc.
|
7,167 | $298,218 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,530,148 | 10,339 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,770,769 | 9,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,084,366 | 9,065 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $2,249,587 | 6,669 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,703,286 | 6,308 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,009,984 | 5,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,414,047 | 8,709 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $3,323,567 | 13,119 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $4,185,482 | 20,081 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $4,818,216 | 25,018 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,501,652 | 32,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,868,129 | 35,307 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,454,677 | 36,044 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,300,558 | 37,273 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,149,730 | 38,043 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,207,503 | 38,997 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,627,855 | 38,755 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,360,070 | 39,167 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,319,070 | 39,154 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,885,371 | 36,548 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,876,976 | 34,645 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,426,859 | 33,603 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,025,406 | 27,594 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,497,135 | 22,871 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,175,218 | 19,946 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $645,116 | 14,006 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||