Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,418,545
+$1,564,869 QoQ
Shares Held
14,802
+76.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 34.089987839481154.ToString("F0")%
Shared 0.ToString("F0")%
None 65.91001216051885.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $185,706,691 across 35 Capital Markets names. EVR ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
63,644 | $53,842,187 | |
| 2 | MS |
Morgan Stanley
|
224,241 | $36,903,341 | |
| 3 | SCHW |
Schwab Charles Corp
|
329,593 | $30,975,150 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
204,992 | $14,205,945 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
220,252 | $9,089,800 | |
| 6 | SF |
Stifel Financial Corp
|
83,677 | $6,185,403 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
31,957 | $5,272,265 | |
| 8 | EVR |
Evercore Inc.
This page
|
14,802 | $4,418,545 |
All Filings in EVR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,418,545 | 14,802 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,853,676 | 8,387 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,072,647 | 9,109 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,125,173 | 4,167 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $517,274 | 2,590 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $636,705 | 2,297 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $612,322 | 2,417 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $202,604 | 1,052 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $406,483 | 3,523 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $398,360 | 3,652 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $484,338 | 5,174 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $754,304 | 6,776 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $972,686 | 7,160 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,046,101 | 7,826 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,011,713 | 7,187 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,069,728 | 8,120 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||