EVR · Evercore Inc. · Shareholders & Ownership

$252.01 -0.09 (-0.04%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.70B

38.46M

Volume · Oct 21 601.32K Avg daily vol (3M) 541.74K

Every disclosed holder of EVR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EVR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	706	35,607,332	92.59%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	1,643,035	4.27%	Yes
Remaining	—	1,207,457	3.14%	Rest
Registered funds (N-PORT, not summed)	553	16,582,242	43.12%	No

Shares outstanding: 38,457,824, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EVR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,715,623	9.66%	+66,765	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,326,561	3.45%	+45,930	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	150,675	0.39%	+9,885	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	143,033	0.37%	-2,578	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	81,600	0.21%	-2,387	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	73,749	0.19%	-964	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,956,150	5.09%	-17,994	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,960,312	5.10%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,710,982	4.45%	+394,130	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	62,105	0.16%	-42,146	Jun 30, 2026	AQR Funds, not summed
3.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	47,861	0.12%	+34,124	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	27,577	0.07%	-11,352	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,875	0.04%	—	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,481	0.04%	—	Jun 30, 2026	AQR Funds, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,680,210	4.37%	-14,739	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Edward S. Hyman 13D CIK 1323377 · Unknown · Feb 10, 2025	1,643,035	4.27%	—	Feb 10, 2025
5.1	HYMAN EDWARD S Insider CIK 1323377 · Feb 10, 2025 Vice Chair EVR & Chairman EISI, issuer-wide, not summed	1,643,035	4.27%	-55,825	Feb 10, 2025	Vice Chair EVR & Chairman EISI, issuer-wide, not summed
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,602,673	4.17%	+177,987	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	378,640	0.98%	+87,209	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.2	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	320,054	0.83%	+15,057	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
6.3	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	286,267	0.74%	-23,055	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
6.4	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	92,095	0.24%	+8,344	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
6.5	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	74,515	0.19%	+8,335	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,206,119	3.14%	+27,095	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	195,800	0.51%	+6,866	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	37,192	0.10%	+685	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	22,480	0.06%	-240	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	19,617	0.05%	-3,443	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,841	0.03%	-120	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,166,616	3.03%	-26,547	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,132,481	2.94%	-537,181	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	279,079	0.73%	+75,395	May 31, 2026	Fidelity Rutland Square Trust II, not summed
9.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	199,416	0.52%	-2,647	May 31, 2026	Fidelity Concord Street Trust, not summed
9.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	162,601	0.42%	+9,083	May 31, 2026	Fidelity Rutland Square Trust II, not summed
9.4	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	160,808	0.42%	+2,700	Jul 31, 2026	Fidelity Concord Street Trust, not summed
9.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	139,008	0.36%	+2,473	Jul 31, 2026	Fidelity Salem Street Trust, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,098,427	2.86%	+55,089	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	842,207	2.19%	-25,356	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	803,015	2.09%	-114,786	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	US Core Portfolio Fund S000053789 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	5,049	0.01%	-17,482	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
12.2	Global Core Portfolio Fund S000053787 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	1,518	0.00%	-297	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
12.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	58	0.00%	+20	Jul 31, 2026	E Trade Trust, not summed
13	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	637,464	1.66%	+568,306	Jun 30, 2026	carried, not yet filed for the newest quarter
14	WEINBERG JOHN S Insider CIK 1029647 · Feb 19, 2026 Director, CEO/Chairman, issuer-wide, not summed	636,890	1.66%	+31,528	Feb 19, 2026	Director, CEO/Chairman, issuer-wide, not summed
15	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	624,987	1.63%	+1,728	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	614,517	1.60%	+34,343	Jun 30, 2026	carried, not yet filed for the newest quarter
17	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	609,109	1.58%	-349,363	Jun 30, 2026	carried, not yet filed for the newest quarter
18	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	556,420	1.45%	+7,890	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	80,487	0.21%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	69,989	0.18%	+11,757	Jul 31, 2026	Dimensional ETF Trust, not summed
18.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	69,364	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	52,891	0.14%	-205	Jul 31, 2026	Dimensional ETF Trust, not summed
18.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	50,884	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	503,403	1.31%	+210,798	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	443,476	1.15%	+11,783	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	423,875	1.10%	-844	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	417,041	1.08%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	409,197	1.06%	-59,685	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,493	1.03%	-6,340	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	134,953	0.35%	-3,961	Jun 30, 2026	ETF Series Solutions, not summed
24.2	Bahl & Gaynor Small Cap Dividend ETF Fund S000089193 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	16,914	0.04%	+362	Jun 30, 2026	ETF Series Solutions, not summed
24.3	Bahl & Gaynor Dividend ETF Fund S000089194 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	15,586	0.04%	-231	Jun 30, 2026	ETF Series Solutions, not summed
25	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	393,112	1.02%	+74,145	Jun 30, 2026	carried, not yet filed for the newest quarter
26	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	376,150	0.98%	+22,200	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	219,190	0.57%	+7,000	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
26.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	113,100	0.29%	+11,800	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
26.3	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	34,780	0.09%	+16,880	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
26.4	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	18,530	0.05%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	353,320	0.92%	-3,844	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,143	0.07%	+797	Jun 30, 2026	Northern Funds, not summed
27.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,580	0.00%	-114	Jul 31, 2026	FlexShares Trust, not summed
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	349,683	0.91%	-174,848	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	7,025	0.02%	0	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
28.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	6,561	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
28.3	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,700	0.01%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
28.4	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	4,305	0.01%	0	May 31, 2026	Goldman Sachs Trust, not summed
28.5	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,244	0.01%	-1,114	Jul 31, 2026	Goldman Sachs Trust, not summed
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,147	0.90%	+114,576	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,521	0.90%	-46,063	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	324,747	0.84%	+168,978	Jun 30, 2026	carried, not yet filed for the newest quarter
32	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	310,105	0.81%	-21,004	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	302,828	0.79%	-16,409	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,950	0.02%	-147	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	Paralel Advisors LLC 13F CIK 1895911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	0.78%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	294,652	0.77%	-21,000	Jun 30, 2026	Capitol Series Trust, not summed
36	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	282,832	0.74%	+23,024	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,398	0.72%	+88	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	104,554	0.27%	-14	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	40,635	0.11%	+1,016	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	23,389	0.06%	+639	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	22,971	0.06%	+611	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	21,843	0.06%	-581	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	266,935	0.69%	-9,292	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,095	0.65%	+1,231	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	243,109	0.63%	+4,005	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	242,932	0.63%	+139	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	239,490	0.62%	-16,986	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	35,000	0.09%	-200	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
42.2	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	5,469	0.01%	-1,484	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	218,860	0.57%	+1,564	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	218,035	0.57%	-16,654	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	217,208	0.56%	+72,776	Jun 30, 2026	carried, not yet filed for the newest quarter
46	THE HARTFORD GROWTH OPPORTUNITIES FUND Fund S000004013 · Registered fund · Jul 31, 2026 HARTFORD MUTUAL FUNDS II, INC, not summed	216,719	0.56%	-955	Jul 31, 2026	HARTFORD MUTUAL FUNDS II, INC, not summed
47	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	197,932	0.51%	+96,447	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	197,638	0.51%	-1,132	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Victory Pioneer Select Mid Cap Growth Fund Fund S000089755 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	86,098	0.22%	-715	May 31, 2026	Victory Portfolios IV, not summed
48.2	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	57,211	0.15%	0	Jul 31, 2026	Victory Portfolios III, not summed
48.3	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	23,931	0.06%	0	Jul 31, 2026	Victory Portfolios III, not summed
48.4	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	12,531	0.03%	0	Jul 31, 2026	Victory Portfolios III, not summed
48.5	Victory Mid-Cap Core Growth Fund Fund S000046392 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	7,300	0.02%	0	Jun 30, 2026	Victory Portfolios, not summed
49	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	194,737	0.51%	+111,434	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	7,244	0.02%	-1,128	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
49.2	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	1,074	0.00%	-1,150	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
49.3	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	856	0.00%	-1,773	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
50	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,028	0.48%	+186,028	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 84 filings 80 filers Visit website Investor relations