Position in EVR
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$1,249,328
+$298,574 QoQ
Shares Held
3,659
+14.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#316
of 707 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $46,336,301 across 28 Capital Markets names. EVR ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,912 | $15,081,549 | |
| 2 | MS |
Morgan Stanley
|
40,934 | $8,556,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
65,440 | $6,038,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
40,350 | $4,046,298 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
14,833 | $1,291,064 | |
| 6 | EVR |
Evercore Inc.
This page
|
3,659 | $1,249,328 | |
| 7 | WULF |
Terawulf Inc.
|
48,782 | $1,204,915 | |
| 8 | HUT |
Hut 8 Corp.
|
8,921 | $1,029,884 |
All Filings in EVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249,328 | 3,659 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $950,754 | 3,185 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $313,370 | 929 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||