Position in EVR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,101,688
+$3,683,143 QoQ
Shares Held
23,728
+60.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#157
of 706 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. EVR ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
This page
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
51,341 | $4,468,720 |
All Filings in EVR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,101,688 | 23,728 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||