Position in EVR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,504,515
-$676,131 QoQ
Shares Held
15,090
-0.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ALPS ADVISORS INC holds $34,594,750 across 10 Capital Markets names. EVR ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
89,324 | $12,828,712 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
28,895 | $4,767,097 | |
| 3 | MC |
Moelis & Co
|
80,690 | $4,599,330 | |
| 4 | EVR |
Evercore Inc.
This page
|
15,090 | $4,504,515 | |
| 5 | LAZ |
Lazard, Inc.
|
80,444 | $3,417,261 | |
| 6 | PJT |
PJT Partners Inc.
|
14,753 | $2,061,289 | |
| 7 | GS |
Goldman Sachs Group Inc
|
932 | $788,462 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,667 | $557,094 |
All Filings in EVR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||