Position in EVR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$27,433,666
-$102,508,148 QoQ
Shares Held
91,902
-75.9% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 91.92074165959392.ToString("F0")%
Shared 0.ToString("F0")%
None 8.079258340406085.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LORD, ABBETT & CO. LLC holds $1,072,661,084 across 15 Capital Markets names. EVR ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,150,577 | $353,920,456 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,309,211 | $310,999,649 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,463,821 | $98,178,474 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
985,107 | $93,989,058 | |
| 5 | PIPR |
Piper Sandler Companies
|
519,243 | $39,748,051 | |
| 6 | SNEX |
StoneX Group Inc.
|
431,569 | $34,806,039 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
860,687 | $33,497,938 | |
| 8 | WULF |
Terawulf Inc.
|
2,188,848 | $31,585,076 |
All Filings in EVR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,433,666 | 91,902 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $129,941,814 | 381,901 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $119,447,710 | 354,108 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,926,006 | 129,346 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,679,199 | 123,569 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $209,283,439 | 755,018 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,827,246 | 922,978 | Shares | Other | 2024-12-13 | |
| 2024-06-30 | $133,112,151 | 638,642 | Shares | Other | 2024-10-07 | |
| 2024-03-31 | $71,723,596 | 372,416 | Shares | Other | 2024-10-07 | |
| 2023-12-31 | $1,103,785 | 6,453 | Shares | Other | 2024-10-07 | |
| 2023-09-30 | $836,379 | 6,066 | Shares | Other | 2024-10-07 | |
| 2023-06-30 | $727,573 | 5,887 | Shares | Other | 2024-10-07 | |
| 2023-03-31 | $608,513 | 5,274 | Shares | Other | 2024-10-07 | |
| 2022-12-31 | $17,513,884 | 160,560 | Shares | Sole | 2024-10-07 | |
| 2022-09-30 | $10,361,032 | 125,970 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,104,709 | 129,310 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,537,363 | 310,253 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $146,548,594 | 1,078,753 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $66,164,511 | 494,984 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $58,872,969 | 418,221 | Shares | Other | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||