Evercore Inc. Class AEVR
13F holders, Q3 2024 (September 30)514holders +43
88new positions
47sold out
9famous investors
$253.61avg. 13F price*
At the end of Q3 2024, 514 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 43 from Q2 2024. 88 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($973.4M), BlackRock, Inc. ($886.8M) and Boston Partners ($376.7M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $119.4M |
| Exits | 47 | $82.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,099,110 shares bought and 3,742,282 shares sold, net −643,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Vanguard Group Inc. | 0.02% | Add +3.3% | 3,842,460 | $973.4M |
| BlackRock, Inc. | 0.02% | — | 3,500,581 | $886.8M |
| Boston Partners | 0.45% | Reduce -11.4% | 1,484,167 | $376.7M |
| Wellington Management Group LLP | 0.06% | Add +73.6% | 1,368,129 | $346.6M |
| Invesco Ltd. | 0.06% | Add +20.3% | 1,286,322 | $325.9M |
| State Street Corp. | 0.01% | Add +1.0% | 1,099,160 | $278.5M |
| TD Asset Management Inc | 0.24% | Add +2.6% | 1,057,730 | $268.8M |
| Lord, Abbett & Co. LLC | 0.75% | Add +44.5% | 922,978 | $233.8M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -12.8% | 907,767 | $230.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -15.4% | 802,912 | $203.4M |
| Fuller & Thaler Asset Management, Inc. | 0.73% | Reduce -1.6% | 733,004 | $185.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 718,208 | $182.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -25.8% | 591,874 | $149.9M |
| Morgan Stanley | 0.01% | Reduce -2.1% | 539,992 | $136.8M |
| FMR LLC | 0.01% | Add +520.4% | 451,822 | $114.5M |
| Bahl & Gaynor LLC | 0.57% | Add +2.3% | 435,921 | $110.4M |
| Norges Bank | 0.02% | Add +0.8% | 427,423 | $108.3M |
| Millennium Management | 0.09% | Reduce -41.3% | 390,758 | $99.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.7% | 376,032 | $95.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +36.2% | 366,028 | $92.7M |
| Primecap Management Co. | 0.07% | Reduce -42.0% | 350,520 | $88.8M |
| Fisher Asset Management | 0.03% | Add +6.1% | 320,228 | $81.1M |
| Paralel Advisors LLC | 3.32% | No change | 300,000 | $76.0M |
| Epoch Investment Partners, Inc. | 0.31% | Add +3.5% | 270,965 | $68.6M |
| Channing Capital Management, LLC | 1.75% | Reduce -36.4% | 270,647 | $68.6M |
| Northern Trust Corp. | 0.01% | Reduce -4.8% | 268,352 | $68.0M |
| Jacobs Levy Equity Management, Inc. | 0.26% | Add +8.7% | 261,475 | $66.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -0.3% | 257,667 | $65.3M |
| Driehaus Capital Management LLC | 0.52% | Add +32.8% | 240,855 | $61.0M |
| Franklin Resources Inc. | 0.02% | Reduce -1.3% | 223,369 | $60.5M |
| Boston Trust Walden Corp | 0.41% | Reduce -22.9% | 231,193 | $58.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.3% | 218,785 | $55.4M |
| Macquarie Group Ltd. | 0.06% | Add +9.4% | 206,861 | $52.4M |
| Bank of America Corp. | 0.00% | Add +8.1% | 202,342 | $51.3M |
| Neuberger Berman Group LLC | 0.04% | Reduce -21.7% | 179,692 | $45.5M |
| American Century Companies Inc. | 0.03% | Add +12.5% | 178,853 | $45.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -8.5% | 163,968 | $41.5M |
| Global Alpha Capital Management Ltd. | 2.59% | Add +1.7% | 157,160 | $39.8M |
| Vaughan Nelson Investment Management, L.P. | 0.35% | Reduce -55.1% | 155,535 | $39.4M |
| Schroder Investment Management Group | 0.04% | Reduce -19.6% | 153,195 | $38.9M |
| Scout Investments, Inc. | 1.02% | Reduce -44.4% | 145,751 | $38.7M |
| AQR Capital Management | 0.05% | Add +107.6% | 150,502 | $38.0M |
| Frontier Capital Management Co. LLC | 0.35% | Reduce -3.0% | 146,510 | $37.1M |
| Braun Stacey Associates Inc. | 1.33% | Add +9.0% | 138,158 | $35.0M |
| Cookson Peirce & Co. Inc. | 1.63% | Reduce -0.1% | 137,107 | $34.7M |
| ProShare Advisors LLC | 0.08% | Reduce -14.4% | 136,023 | $34.5M |
| Victory Capital Management Inc. | 0.03% | Add +1.3% | 122,383 | $31.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.9% | 120,683 | $30.6M |
| Tudor Investment Corporation | 0.33% | Add +1140.3% | 117,303 | $29.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | New | 114,733 | $29.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.4% | 113,777 | $28.8M |
| STRS Ohio | 0.11% | Reduce -0.9% | 110,928 | $28.1M |
| Man Group plc | 0.08% | Add +24.2% | 110,466 | $28.0M |
| Glenmede Trust Co. NA | 0.13% | Reduce -6.7% | 109,802 | $27.8M |
| Royce & Associates LP | 0.23% | Reduce -6.5% | 100,924 | $25.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -37.9% | 99,346 | $25.2M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 96,973 | $24.6M |
| WCM Investment Management, LLC | 0.05% | Reduce -2.6% | 95,366 | $24.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.4% | 94,999 | $24.1M |
| Great Lakes Advisors, LLC | 0.19% | Reduce -21.1% | 91,895 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -32.0% | 90,846 | $23.0M |
| Holocene Advisors, LP | 0.09% | New | 86,520 | $21.9M |
| Nicholas Investment Partners, LP | 2.05% | Add +10.8% | 79,232 | $20.1M |
| Two Sigma Investments, LP | 0.05% | Add +78.7% | 77,979 | $19.8M |
| Basswood Capital Management, L.L.C. | 1.00% | No change | 76,420 | $19.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 75,742 | $19.2M |
| F/m Investments LLC | 0.60% | Reduce -0.6% | 75,722 | $19.2M |
| Moran Wealth Management, LLC | 0.59% | Add +36.2% | 75,058 | $19.0M |
| Nitorum Capital, L.P. | 1.90% | Reduce -15.7% | 74,571 | $18.9M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 71,400 | $18.1M |
| Raymond James & Associates | 0.01% | Reduce -1.0% | 70,902 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 70,596 | $17.9M |
| Legal & General Group Plc | 0.00% | Add +2.3% | 70,303 | $17.8M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -1.0% | 70,081 | $17.8M |
| Russell Investments Group, Ltd. | 0.03% | Add +16.0% | 69,788 | $17.7M |
| Cramer Rosenthal McGlynn LLC | 0.98% | Reduce -35.6% | 69,445 | $17.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.1% | 68,989 | $17.5M |
| CCM Investment Advisers LLC | 1.87% | Reduce -13.2% | 66,127 | $16.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +360.4% | 63,353 | $16.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -20.9% | 62,363 | $15.8M |
| Two Sigma Advisers, LP | 0.04% | Add +14.8% | 62,200 | $15.8M |
| Fort Washington Investment Advisors Inc. | 0.09% | Reduce -16.8% | 59,718 | $15.1M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 59,554 | $15.1M |
| GW&K Investment Management, LLC | 0.12% | Add +28.1% | 56,563 | $14.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -11.4% | 54,360 | $13.8M |
| UBS Group AG | 0.00% | Add +19.8% | 54,303 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +47.4% | 53,957 | $13.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -10.4% | 53,393 | $13.5M |
| New York State Teachers Retirement System | 0.03% | No change | 50,883 | $12.9M |
| Peregrine Capital Management LLC | 0.39% | Reduce -18.7% | 50,485 | $12.8M |
| AE Wealth Management LLC | 0.11% | Add +16.1% | 46,446 | $11.8M |
| Castleark Management LLC | 0.46% | Reduce -3.6% | 44,880 | $11.4M |
| Cresset Asset Management, LLC | 0.04% | Add +2.1% | 44,567 | $11.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -43.0% | 43,288 | $11.0M |
| Dorsey Wright & Associates | 2.59% | Add +46.4% | 43,223 | $10.9M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.9% | 42,162 | $10.7M |
| Jackson Wealth Management, LLC | 1.20% | Add +66.0% | 39,592 | $10.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -2.5% | 36,982 | $10.0M |
| Sei Investments Co. | 0.01% | Reduce -7.8% | 39,540 | $10.0M |
| Rheos Capital Works Inc. | 0.49% | New | 37,000 | $9.4M |
| Morse Asset Management, Inc | 2.03% | Add +3.6% | 36,800 | $9.3M |
| Canada Pension Plan Investment Board | 0.01% | No change | 36,500 | $9.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -8.6% | 36,465 | $9.2M |
| State of Alaska, Department of Revenue | 0.10% | Add +0.8% | 35,440 | $9.0M |
| California State Teachers Retirement System | 0.01% | Reduce -3.4% | 34,881 | $8.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.8% | 33,285 | $8.4M |
| Pier Capital, LLC | 1.17% | Reduce -41.8% | 32,762 | $8.3M |
| Prudential Financial Inc. | 0.01% | Add +14.6% | 32,461 | $8.2M |
| Voya Investment Management LLC | 0.01% | Add +64.6% | 31,308 | $7.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.44% | Add +0.4% | 30,590 | $7.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.0% | 30,360 | $7.7M |
| Segall Bryant & Hamill, LLC | 0.10% | Reduce -37.7% | 30,183 | $7.6M |
| Ceredex Value Advisors LLC | 0.15% | Reduce -29.3% | 29,625 | $7.5M |
| Pinebridge Investments, L.P. | 0.06% | Add +58.1% | 29,614 | $7.5M |
| Alberta Investment Management Corp | 0.07% | Add +9.5% | 29,211 | $7.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -2.2% | 29,027 | $7.4M |
| Teacher Retirement System of Texas | 0.03% | Add +49.2% | 28,981 | $7.3M |
| Verdence Capital Advisors LLC | 0.57% | Add +3.3% | 28,132 | $7.1M |
| Alps Advisors Inc. | 0.05% | Reduce -42.6% | 27,783 | $7.0M |
| Guggenheim Capital LLC | 0.05% | Add +16.8% | 26,633 | $6.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -27.5% | 25,693 | $6.5M |
| Sarasin & Partners LLP | 0.06% | No change | 25,000 | $6.3M |
| Bridgewater Associates | 0.04% | Add +38.4% | 24,763 | $6.3M |
| Barclays PLC | 0.00% | Add +3.4% | 24,251 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +96.3% | 23,377 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -91.8% | 23,292 | $5.9M |
| Cerity Partners LLC | 0.01% | Add +14.9% | 23,177 | $5.9M |
| Gotham Asset Management | 0.06% | Reduce -6.8% | 22,592 | $5.7M |
| Grandeur Peak Global Advisors, LLC | 0.47% | Reduce -67.0% | 22,291 | $5.6M |
| Van Eck Associates Corp. | 0.01% | Add +40.0% | 20,882 | $5.4M |
| Focus Partners Wealth | 0.02% | Add +1297.2% | 20,818 | $5.3M |
| Empowered Funds, LLC | 0.08% | Reduce -12.5% | 19,983 | $5.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -11.5% | 19,565 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -5.0% | 19,270 | $4.9M |
| Centric Wealth Management | 1.26% | Reduce -2.3% | 15,060 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.3% | 18,431 | $4.7M |
| Global IMC LLC | 0.93% | New | 18,281 | $4.6M |
| LPL Financial LLC | 0.00% | Add +114.0% | 18,256 | $4.6M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -4.3% | 17,917 | $4.5M |
| Quantinno Capital Management LP | 0.06% | Add +29.9% | 17,588 | $4.5M |
| Amalgamated Bank | 0.04% | Reduce -2.7% | 17,466 | $4.4M |
| Monument Capital Management | 1.20% | Reduce -0.8% | 17,126 | $4.3M |
| Informed Momentum Co LLC | 0.65% | Add +56.6% | 17,046 | $4.3M |
| Trexquant Investment LP | 0.05% | New | 16,784 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.6% | 16,665 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 16,531 | $4.2M |
| Advisors Capital Management, LLC | 0.07% | Reduce -0.9% | 16,265 | $4.1M |
| Legato Capital Management LLC | 0.49% | Add +10.5% | 15,709 | $4.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -6.0% | 15,631 | $4.0M |
| Comerica Bank | 0.02% | Reduce -31.0% | 15,399 | $3.9M |
| Harbor Advisors LLC | 0.64% | No change | 15,000 | $3.8M |
| Teza Capital Management LLC | 0.41% | New | 14,781 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,770 | $3.7M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.04% | — | 14,696 | $3.7M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 14,696 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -1.4% | 14,675 | $3.7M |
| Alyeska Investment Group, L.P. | 0.02% | New | 14,517 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -11.8% | 13,555 | $3.4M |
| Hancock Whitney Corp. | 0.11% | Reduce -5.2% | 13,159 | $3.3M |
| Algert Global LLC | 0.09% | Add +254.6% | 13,120 | $3.3M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -34.7% | 13,119 | $3.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,920 | $3.3M |
| Bridge City Capital, LLC | 0.90% | Add +16.8% | 12,908 | $3.3M |
| South Dakota Investment Council | 0.06% | No change | 12,822 | $3.2M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -3.1% | 12,600 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Add +147.1% | 12,426 | $3.1M |
| Essex Investment Management Co. LLC | 0.55% | Add +0.3% | 12,407 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.4% | 12,206 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 12,099 | $3.1M |
| Cinctive Capital Management LP | 0.18% | New | 12,035 | $3.0M |
| SRH Advisors, LLC | 0.92% | No change | 11,900 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -12.4% | 11,852 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -12.4% | 11,852 | $3.0M |
| Tremblant Capital Group | 0.33% | Add +8.1% | 11,517 | $2.9M |
| EFG Asset Management (North America) Corp. | 0.47% | Reduce -0.4% | 11,064 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Add +59.1% | 11,037 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -14.4% | 10,968 | $2.8M |
| Advisory Services Network, LLC | 0.06% | No change | 13,177 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +88.5% | 10,661 | $2.7M |
| Arizona State Retirement System | 0.02% | Add +2.4% | 10,537 | $2.7M |
| Citigroup Inc. | 0.00% | Add +61.8% | 10,310 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +145.2% | 10,299 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.8% | 10,197 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Add +12.5% | 10,182 | $2.6M |
| Prescott Group Capital Management, L.L.C. | 0.37% | Add +43.2% | 9,940 | $2.5M |
| Credit Agricole S A | 0.01% | New | 9,939 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.0% | 9,900 | $2.5M |
| Campbell Newman Asset Management Inc. | 0.18% | Reduce -1.6% | 9,603 | $2.4M |
| Great Diamond Partners, LLC | 0.61% | Add +190.1% | 9,458 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +155.6% | 9,420 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -86.4% | 9,263 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.39% | No change | 9,263 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 8,923 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +41.2% | 8,830 | $2.2M |
| Lisanti Capital Growth, LLC | 0.56% | New | 8,765 | $2.2M |
| Shilanski & Associates, Inc. | 0.72% | Add +4.2% | 8,754 | $2.2M |
| Caption Management, LLC | 0.24% | New | 8,751 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 8,748 | $2.2M |
| State of Michigan Retirement System | 0.01% | No change | 8,505 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +6.4% | 8,440 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +7.3% | 7,876 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +47.9% | 8,339 | $2.1M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -0.3% | 8,198 | $2.1M |
| First Trust Advisors LP | 0.00% | Reduce -51.9% | 8,149 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -84.1% | 8,117 | $2.1M |
| Amundi | 0.00% | New | 8,226 | $2.0M |
| QSV Equity Investors LLC | 1.90% | No change | 7,999 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -49.4% | 7,986 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.0% | 7,910 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.6% | 7,861 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 7,859 | $2.0M |
| Caitlin John, LLC | 1.26% | Reduce -14.4% | 6,492 | $2.0M |
| Wambolt & Associates, LLC | 0.53% | Add +0.3% | 7,754 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.0% | 7,314 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 7,300 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -30.5% | 7,269 | $1.8M |
| Washington Trust Advisors, Inc. | 0.16% | No change | 7,245 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.6% | 7,231 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +4.6% | 7,156 | $1.8M |
| Fifth Third Bancorp | 0.01% | Add +0.1% | 7,151 | $1.8M |
| Centiva Capital, LP | 0.08% | New | 7,092 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.13% | New | 7,089 | $1.8M |
| Valley National Advisers Inc. | 0.31% | Reduce -45.1% | 6,844 | $1.7M |
| James Investment Research, Inc. | 0.20% | No change | 6,774 | $1.7M |
| DGS Capital Management, LLC | 0.44% | Add +1.3% | 6,397 | $1.6M |
| Radnor Capital Management, LLC | 0.24% | Reduce -0.3% | 6,280 | $1.6M |
| Vestcor Inc | 0.05% | Add +18.9% | 6,268 | $1.6M |
| Cadence Bank | 0.10% | Reduce -0.4% | 6,007 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 5,786 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 5,773 | $1.5M |
| Deltec Asset Management LLC | 0.29% | No change | 5,760 | $1.5M |
| CPC Advisors, LLC | 0.22% | Add +151.2% | 5,737 | $1.5M |
| Ausbil Investment Management Ltd | 0.49% | Add +38.8% | 5,629 | $1.4M |
| Engineers Gate Manager LP | 0.03% | Add +143.6% | 5,596 | $1.4M |
| Foster & Motley Inc. | 0.09% | Reduce -14.9% | 5,501 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +11.3% | 5,377 | $1.4M |
| First Hawaiian Bank | 0.04% | Reduce -13.0% | 5,394 | $1.4M |
| Lecap Asset Management Ltd. | 0.29% | Add +13.6% | 5,380 | $1.4M |
| VestGen Investment Management | 0.38% | Add +127.1% | 5,342 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.8% | 5,341 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -22.6% | 5,187 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -14.9% | 5,145 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.35% | Reduce -0.7% | 5,117 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.70% | Reduce -15.4% | 4,932 | $1.2M |
| Angeles Wealth Management, LLC | 0.11% | Add +0.3% | 4,816 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | New | 4,761 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.9% | 4,701 | $1.2M |
| Inspire Investing, LLC | 0.12% | Add +55.4% | 4,608 | $1.2M |
| Freedom Day Solutions, LLC | 0.36% | Add +0.6% | 4,608 | $1.2M |
| Buckhead Capital Management LLC | 0.36% | No change | 4,547 | $1.2M |
| Sit Investment Associates Inc. | 0.03% | No change | 4,450 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +7.3% | 4,423 | $1.1M |
| Bridges Investment Management Inc. | 0.02% | No change | 4,399 | $1.1M |
| Choreo, LLC | 0.02% | Add +21.3% | 4,438 | $1.1M |
| Riverwater Partners LLC | 0.55% | Reduce -47.0% | 4,447 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +3.9% | 4,330 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Add +2.6% | 4,319 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +16.5% | 3,485 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 4,260 | $1.1M |
| Ransom Advisory, Ltd | 0.50% | No change | 4,200 | $1.1M |
| Verition Fund Management LLC | 0.01% | New | 4,152 | $1.1M |
| BNP Paribas | 0.04% | Reduce -2.4% | 4,066 | $1.0M |
| Creative Planning | 0.00% | Add +8.9% | 4,043 | $1.0M |
| Magnetar Financial LLC | 0.03% | New | 3,954 | $1.0M |
| Private Client Services, LLC | 0.54% | New | 3,951 | $1.0M |
| Xponance LLC | 0.01% | Add +0.7% | 3,945 | $999K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $983K |
| Isthmus Partners, LLC | 0.12% | No change | 3,860 | $978K |
| Seven Eight Capital, LP | 0.09% | New | 3,737 | $947K |
| Cornerstone Investment Partners, LLC | 0.05% | Reduce -71.2% | 3,715 | $941K |
| Walleye Capital LLC | 0.01% | Reduce -94.5% | 3,664 | $928K |
| Commerce Bank | 0.01% | Reduce -5.7% | 3,622 | $918K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.0% | 3,537 | $896K |
| Trivant Custom Portfolio Group, LLC | 0.51% | Add +3.8% | 3,459 | $876K |
| Aviance Capital Partners, LLC | 0.11% | Reduce -15.2% | 3,415 | $865K |
| Calamos Advisors LLC | 0.01% | New | 3,285 | $832K |
| O'ROURKE & COMPANY, Inc | 0.41% | Add +4.8% | 3,245 | $822K |
| Miller Howard Investments Inc. | 0.02% | Reduce -15.1% | 3,173 | $804K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +29.5% | 3,172 | $803K |
| Hudson Edge Investment Partners Inc. | 0.14% | Reduce -17.5% | 3,075 | $779K |
| Federated Hermes, Inc. | 0.00% | Add +0.8% | 3,060 | $775K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -15.3% | 3,048 | $772K |
| Swedbank AB | 0.00% | No change | 3,000 | $760K |
| Summit Global Investments | 0.05% | Reduce -64.6% | 2,811 | $712K |
| Coldstream Capital Management Inc. | 0.02% | Add +0.3% | 2,799 | $711K |
| Pitcairn Co. | 0.04% | Reduce -13.8% | 2,797 | $709K |
| Illinois Municipal Retirement Fund | 0.01% | New | 2,791 | $707K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.5% | 2,752 | $697K |
| Zions Bancorporation, N.A. | 0.05% | Add +25.1% | 2,751 | $697K |
| Quadrature Capital Ltd | 0.02% | New | 2,740 | $694K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 2,730 | $692K |
| Keybank National Association | 0.00% | Reduce -36.2% | 2,645 | $670K |
| Vident Advisory, LLC | 0.02% | Add +0.8% | 2,576 | $653K |
| Intrust Bank NA | 0.06% | Add +4.5% | 2,554 | $647K |
| Commonwealth Equity Services, LLC | 0.00% | Add +52.9% | 2,549 | $646K |
| Moody Aldrich Partners LLC | 0.12% | Reduce -92.3% | 2,508 | $635K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +34.2% | 2,474 | $627K |
| Petrus Trust Company, LTA | 0.06% | New | 2,451 | $621K |
| Absolute Capital Management, LLC | 0.36% | New | 2,420 | $613K |
| nVerses Capital, LLC | 0.28% | Add +41.2% | 2,400 | $608K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,417 | $607K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Add +0.4% | 2,382 | $603K |
| WINTON GROUP Ltd | 0.04% | New | 2,377 | $602K |
| Yorktown Management & Research Co Inc | 0.62% | No change | 2,375 | $602K |
| Osaic Holdings, Inc. | 0.00% | Add +5.6% | 2,325 | $589K |
| Baird Financial Group, Inc. | 0.00% | No change | 2,300 | $583K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.5% | 2,288 | $580K |
| SG Americas Securities, LLC | 0.00% | New | 2,224 | $563K |
| M&T Bank Corp | 0.00% | Add +7.5% | 2,147 | $544K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -5.5% | 2,109 | $544K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -0.6% | 2,136 | $541K |
| Jump Financial, LLC | 0.01% | New | 2,110 | $535K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.5% | 2,073 | $525K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -24.6% | 2,049 | $519K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,020 | $512K |
| MQS Management LLC | 0.28% | New | 2,008 | $509K |
| NewEdge Wealth, LLC | 0.01% | Add +3.9% | 1,998 | $506K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.4% | 1,982 | $502K |
| XTX Topco Ltd | 0.04% | Reduce -46.9% | 1,976 | $501K |
| Utah Retirement Systems | 0.01% | No change | 1,900 | $481K |
| Hardy Reed LLC | 0.04% | No change | 1,854 | $470K |
| Cetera Trust Company, N.A | 0.28% | No change | 1,814 | $460K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.1% | 1,810 | $459K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +78.4% | 1,805 | $457K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -39.4% | 1,803 | $457K |
| Greenleaf Trust | 0.00% | No change | 1,794 | $454K |
| Aviva PLC | 0.00% | New | 1,769 | $448K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,720 | $436K |
| Jefferies Financial Group Inc. | 0.01% | New | 1,709 | $433K |
| Cwm, LLC | 0.00% | Add +535.5% | 1,665 | $422K |
| Intech Investment Management LLC | 0.00% | Reduce -70.2% | 1,663 | $421K |
| New Century Financial Group, LLC | 0.15% | Reduce -3.2% | 1,620 | $410K |
| Blair William & Co. | 0.00% | Reduce -1.8% | 1,599 | $405K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,596 | $404K |
| Manchester Capital Management LLC | 0.05% | Add +73.7% | 1,577 | $400K |
| Ieq Capital, LLC | 0.00% | New | 1,566 | $397K |
| Chiron Investment Management, LLC | 0.14% | No change | 1,557 | $394K |
| Toronto Dominion Bank | 0.00% | Add +36.3% | 1,552 | $393K |
| First Bank & Trust | 0.07% | No change | 1,549 | $392K |
| D. E. Shaw & Co. | 0.00% | New | 1,500 | $380K |
| Blue Trust, Inc. | 0.00% | Add +35.8% | 1,819 | $379K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.1% | 1,496 | $379K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -29.9% | 1,475 | $374K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.5% | 1,423 | $361K |
| Kendall Capital Management | 0.11% | Reduce -42.4% | 1,415 | $358K |
| Shelton Capital Management | 0.01% | Reduce -3.2% | 1,401 | $355K |
| Bond & Devick Financial Network, Inc. | 0.15% | No change | 1,400 | $355K |
| Renaissance Technologies | 0.00% | Reduce -88.3% | 1,400 | $355K |
| Sterling Capital Management LLC | 0.00% | — | 1,368 | $347K |
| Inceptionr LLC | 0.08% | New | 1,342 | $340K |
| Shell Asset Management Co. | 0.01% | — | 1,339 | $339K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,328 | $336K |
| Net Worth Advisory Group | 0.10% | — | 1,291 | $327K |
| Hamilton Capital Partners Inc. | 0.03% | No change | 1,266 | $321K |
| Insight Wealth Partners, LLC | 0.19% | Add +4.7% | 1,223 | $310K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.7% | 1,222 | $310K |
| Ritholtz Wealth Management | 0.01% | Add +12.1% | 1,213 | $307K |
| Strategy Asset Managers LLC | 0.06% | New | 1,210 | $307K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 1,200 | $304K |
| Oak Thistle LLC | 0.10% | New | 1,178 | $298K |
| Linden Thomas Advisory Services, LLC | 0.04% | Add +6.9% | 1,168 | $296K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 1,144 | $290K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,118 | $283K |
| CIBC Asset Management Inc | 0.00% | Add +3.8% | 1,116 | $283K |
| Metis Global Partners, LLC | 0.01% | Reduce -8.8% | 1,111 | $281K |
| Belpointe Asset Management LLC | 0.02% | New | 1,068 | $271K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -12.9% | 1,062 | $269K |
| Fielder Capital Group LLC | 0.09% | No change | 1,058 | $268K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.7% | 1,035 | $262K |
| CI Investments Inc. | 0.00% | Add +10.0% | 1,036 | $262K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -32.9% | 1,020 | $258K |
| KBC Group NV | 0.00% | Add +11.4% | 1,018 | $258K |
| Burns Matteson Capital Management, LLC | 0.14% | Add +1.6% | 1,008 | $255K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,004 | $254K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 1,000 | $253K |
| Versor Investments LP | 0.04% | New | 1,000 | $253K |
| Courier Capital LLC | 0.02% | No change | 1,000 | $253K |
| Narus Financial Partners, LLC | 0.09% | No change | 999 | $253K |
| Profund Advisors LLC | 0.01% | Reduce -0.3% | 990 | $251K |
| Portside Wealth Group, LLC | 0.04% | New | 972 | $246K |
| Ingalls & Snyder LLC | 0.01% | New | 972 | $246K |
| Investment House LLC | 0.01% | New | 950 | $241K |
| National Bank of Canada | 0.00% | Reduce -7.8% | 945 | $239K |
| Wealthstream Advisors, Inc. | 0.04% | New | 944 | $239K |
| Jones Financial Companies LLLP | 0.00% | Add +49.6% | 935 | $238K |
| Savant Capital, LLC | 0.00% | New | 936 | $237K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -13.9% | 933 | $236K |
| Citadel Advisors | 0.00% | Reduce -99.8% | 927 | $235K |
| Moody National Bank Trust Division | 0.02% | New | 911 | $231K |
| AlphaQuest LLC | 0.02% | New | 900 | $228K |
| Trust Point Inc. | 0.02% | New | 900 | $228K |
| Wealthspire Advisors, LLC | 0.00% | New | 889 | $225K |
| NDVR, Inc. | 0.23% | New | 884 | $225K |
| Hilltop Holdings Inc. | 0.01% | New | 885 | $224K |
| Axq Capital, LP | 0.07% | New | 881 | $223K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -39.8% | 881 | $223K |
| Compound Planning, Inc. | 0.01% | New | 879 | $223K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 877 | $222K |
| Legacy Capital Group California, Inc. | 0.07% | New | 864 | $219K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -48.9% | 833 | $211K |
| Rafferty Asset Management, LLC | 0.00% | New | 822 | $208K |
| Avantax Advisory Services, Inc. | 0.00% | New | 814 | $206K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 812 | $206K |
| Benjamin Edwards Inc. | 0.00% | New | 801 | $203K |
| Planned Solutions, Inc. | 0.08% | New | 800 | $203K |
| Bayesian Capital Management, LP | 0.02% | New | 800 | $203K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -56.7% | 717 | $182K |
| Arlington Trust Co LLC | 0.04% | No change | 699 | $177K |
| International Assets Investment Management, LLC | 0.01% | New | 678 | $172K |
| Private Trust Co. NA | 0.02% | Add +65900.0% | 660 | $167K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -29.5% | 633 | $160K |
| Quadrant Capital Group LLC | 0.01% | No change | 617 | $156K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -45.6% | 581 | $147K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -85.6% | 570 | $144K |
| GAMMA Investing LLC | 0.01% | Add +41.4% | 523 | $132K |
| Brooklyn Investment Group | 0.04% | New | 503 | $127K |
| GeoWealth Management, LLC | 0.00% | Add +2.4% | 473 | $120K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 432 | $109K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.1% | 340 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.9% | 337 | $85K |
| Core Alternative Capital | 0.02% | No change | 315 | $80K |
| First Horizon Advisors, Inc. | 0.00% | No change | 313 | $79K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.0% | 311 | $79K |
| Quarry LP | 0.02% | New | 306 | $78K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 292 | $74K |
| Clearstead Advisors, LLC | 0.00% | Add +60.0% | 264 | $67K |
| Allworth Financial LP | 0.00% | Reduce -4.7% | 241 | $61K |
| Signaturefd, LLC | 0.00% | No change | 234 | $59K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $56K |
| UMB Bank, n.a. | 0.00% | Add +56.6% | 202 | $51K |
| Lindbrook Capital, LLC | 0.00% | No change | 196 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.3% | 193 | $49K |
| Assetmark, Inc. | 0.00% | Reduce -2.7% | 183 | $46K |
| Piscataqua Savings Bank | 0.04% | No change | 180 | $46K |
| West Oak Capital, LLC | 0.02% | No change | 175 | $44K |
| M&R Capital Management Inc. | 0.01% | No change | 170 | $43K |
| MCF Advisors LLC | 0.00% | Add +79.0% | 170 | $43K |
| WealthCollab, LLC | 0.03% | No change | 164 | $42K |
| LRI Investments, LLC | 0.00% | Reduce -8.0% | 138 | $41K |
| IFP Advisors, Inc | 0.00% | Reduce -0.6% | 162 | $41K |
| Key Financial Inc | 0.01% | No change | 152 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 149 | $38K |
| Huntington National Bank | 0.00% | Add +0.7% | 136 | $34K |
| Versant Capital Management, Inc | 0.01% | Add +13200.0% | 133 | $34K |
| Ascentis Wealth Management, LLC | 0.01% | — | 132 | $33K |
| True Wealth Design, LLC | 0.01% | New | 131 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Add +23.1% | 128 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +26.6% | 119 | $30K |
| Quent Capital, LLC | 0.00% | No change | 118 | $30K |
| Rise Advisors, LLC | 0.01% | No change | 116 | $29K |
| Earned Wealth Advisors, LLC | 0.01% | New | 111 | $28K |
| Bell Investment Advisors, Inc | 0.01% | No change | 110 | $28K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 109 | $28K |
| Walleye Trading LLC | 0.00% | Reduce -90.9% | 109 | $28K |
| Planning Capital Management Corp | 0.02% | No change | 107 | $27K |
| Lanark Financial, Inc. | 0.00% | No change | 108 | $27K |
| Danske Bank A/S | 0.00% | New | 100 | $25K |
| Venturi Wealth Management, LLC | 0.00% | Add +12.5% | 99 | $25K |
| Smithfield Trust Co | 0.00% | No change | 97 | $25K |
| Bessemer Group Inc. | 0.00% | Add +239.3% | 95 | $25K |
| Covestor Ltd | 0.01% | Add +23.0% | 91 | $23K |
| LGT Financial Advisors LLC | 0.05% | No change | 79 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -58.9% | 69 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.7% | 66 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -36.7% | 62 | $16K |
| Principal Securities, Inc. | 0.00% | Reduce -44.1% | 62 | $16K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -5.0% | 57 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 55 | $14K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 49 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | New | 45 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 44 | $11K |
| Darwin Wealth Management, LLC | 0.00% | New | 43 | $11K |
| Mather Group, Llc. | 0.00% | Reduce -89.2% | 41 | $10K |
| Northwest Investment Counselors, LLC | 0.00% | New | 33 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 33 | $8K |
| Twin Tree Management, LP | 0.00% | New | 33 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $8K |
| Bfsg, LLC | 0.00% | No change | 32 | $8K |
| Geneos Wealth Management Inc. | 0.00% | New | 31 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | Add +158.3% | 31 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.6% | 29 | $7K |
| Continuum Advisory, LLC | 0.00% | Add +130.0% | 23 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 24 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 25 | $6K |
| Hemington Wealth Management | 0.00% | New | 24 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -23.1% | 20 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -29.6% | 19 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 19 | $5K |
| Altshuler Shaham Ltd | 0.00% | New | 16 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 14 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $3K |
| Arax Advisory Partners | 0.00% | Add +1200.0% | 13 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 11 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +28.6% | 9 | $2K |
| Addison Advisors LLC | 0.00% | No change | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +133.3% | 7 | $2K |
| Concord Wealth Partners | 0.00% | New | 7 | $2K |
| Sachetta, LLC | 0.00% | No change | 4 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $760 |
| Rothschild Investment LLC | 0.00% | New | 2 | $507 |
| Bokf, NA | 0.00% | New | 2 | $496 |
| Crewe Advisors LLC | 0.00% | New | 1 | $254 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $254 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $253 |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.