Position in EVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,689,181
+$657,224 QoQ
Shares Held
7,876
+15.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#247
of 703 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $45,330,055 across 9 Capital Markets names. EVR ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
195,919 | $17,052,789 | |
| 2 | SCHW |
Schwab Charles Corp
|
105,228 | $9,709,387 | |
| 3 | SF |
Stifel Financial Corp
|
82,406 | $5,749,466 | |
| 4 | MS |
Morgan Stanley
|
25,599 | $5,351,214 | |
| 5 | EVR |
Evercore Inc.
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|
7,876 | $2,689,181 | |
| 6 | GS |
Goldman Sachs Group Inc
|
1,624 | $1,642,464 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
5,313 | $1,496,565 | |
| 8 | PJT |
PJT Partners Inc.
|
9,379 | $1,415,666 |
All Filings in EVR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,689,181 | 7,876 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,031,957 | 6,807 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,110,911 | 6,204 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,193,254 | 6,502 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,112,636 | 7,824 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,653,881 | 8,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,978,305 | 7,137 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,076,881 | 8,198 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,714,753 | 8,227 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,581,163 | 8,210 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,579,304 | 9,233 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,309,308 | 9,496 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,740,888 | 14,086 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,658,587 | 14,375 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,757,715 | 16,114 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,189,088 | 14,457 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,325,423 | 14,159 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $545,022 | 4,896 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||