Position in EVR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,308,367
+$803,852 QoQ
Shares Held
15,547
+3.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#190
of 706 holders
Holding Since
Mar 2020
24 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, 2026ALPS ADVISORS INC holds $44,105,560 across 14 Capital Markets names. EVR ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
91,702 | $12,299,989 | |
| 2 | MC |
Moelis & Co
|
94,704 | $6,195,535 | |
| 3 | EVR |
Evercore Inc.
This page
|
15,547 | $5,308,367 | |
| 4 | GS |
Goldman Sachs Group Inc
|
4,758 | $4,812,098 | |
| 5 | LAZ |
Lazard, Inc.
|
82,903 | $3,476,951 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
29,762 | $3,377,689 | |
| 7 | PJT |
PJT Partners Inc.
|
15,195 | $2,293,533 | |
| 8 | MS |
Morgan Stanley
|
10,272 | $2,147,258 |
All Filings in EVR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,308,367 | 15,547 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $4,504,515 | 15,090 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $5,180,646 | 15,226 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,426,466 | 16,087 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $9,936,465 | 36,799 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $7,395,431 | 37,029 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $9,068,825 | 32,717 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,038,545 | 27,783 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,085,510 | 48,388 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,051,224 | 41,805 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,070,051 | 35,487 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,204,650 | 30,495 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,811,144 | 30,837 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,449,286 | 21,228 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,060,303 | 18,888 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,391,505 | 16,918 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,355,847 | 14,484 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $345,759 | 3,106 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $364,078 | 2,680 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $17,059,767 | 127,626 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $339,396 | 2,411 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $317,625 | 2,411 | Shares | Defined | 2021-05-07 | |
| 2020-06-30 | $282,462 | 4,794 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $245,407 | 5,328 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||