Position in EVR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$338,708
+$46,169 QoQ
Shares Held
992
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#474
of 703 holders
Holding Since
Dec 2023
11 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, 2026Linden Thomas Advisory Services, LLC holds $4,255,466 across 7 Capital Markets names. EVR ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
9,950 | $1,334,593 | |
| 2 | TW |
Tradeweb Markets Inc.
|
12,465 | $1,242,261 | |
| 3 | GS |
Goldman Sachs Group Inc
|
590 | $596,708 | |
| 4 | EVR |
Evercore Inc.
This page
|
992 | $338,708 | |
| 5 | PJT |
PJT Partners Inc.
|
1,892 | $285,578 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,614 | $241,193 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
1,907 | $216,425 |
All Filings in EVR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,708 | 992 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $292,539 | 980 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $341,611 | 1,004 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $343,729 | 1,019 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $278,120 | 1,030 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $235,669 | 1,180 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $318,768 | 1,150 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $295,901 | 1,168 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $227,813 | 1,093 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $202,989 | 1,054 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $227,667 | 1,331 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||