Evercore Inc. Class AEVR
13F holders, Q4 2024 (December 31)584holders +70
90new positions
33sold out
9famous investors
$277.19avg. 13F price*
At the end of Q4 2024, 584 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 70 from Q3 2024. 90 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($990.4M) and Boston Partners ($406.2M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Cliff Asness (0.1% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $235.9M |
| Exits | 33 | $87.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,252,506 shares bought and 3,174,552 shares sold, net +77,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 3,836,676 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +2.1% | 3,573,149 | $990.4M |
| Boston Partners | 0.49% | Reduce -1.3% | 1,465,132 | $406.2M |
| Invesco Ltd. | 0.07% | Add +10.7% | 1,423,753 | $394.7M |
| State Street Corp. | 0.01% | Add +2.3% | 1,124,459 | $311.7M |
| FMR LLC | 0.02% | Add +128.9% | 1,034,214 | $286.7M |
| TD Asset Management Inc | 0.23% | Reduce -9.6% | 956,327 | $265.1M |
| Wellington Management Group LLP | 0.04% | Reduce -37.5% | 855,517 | $237.1M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -14.7% | 774,470 | $214.7M |
| Lord, Abbett & Co. LLC | 0.69% | Reduce -18.2% | 755,018 | $209.3M |
| Geode Capital Management, LLC | 0.02% | Add +3.6% | 744,232 | $206.3M |
| Fuller & Thaler Asset Management, Inc. | 0.73% | Reduce -5.5% | 692,503 | $192.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -22.8% | 619,551 | $171.7M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 518,818 | $143.8M |
| Norges Bank | 0.02% | Add +12.5% | 480,743 | $133.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -19.6% | 475,998 | $131.9M |
| Bahl & Gaynor LLC | 0.66% | Add +2.9% | 448,718 | $124.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.8% | 369,247 | $102.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.0% | 358,540 | $99.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1288.1% | 323,324 | $89.6M |
| Fisher Asset Management | 0.04% | Reduce -0.3% | 319,267 | $88.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +39.5% | 305,131 | $84.6M |
| Primecap Management Co. | 0.07% | Reduce -13.7% | 302,670 | $83.9M |
| Northern Trust Corp. | 0.01% | Add +12.4% | 301,514 | $83.6M |
| Paralel Advisors LLC | 3.55% | No change | 300,000 | $83.2M |
| Jacobs Levy Equity Management, Inc. | 0.27% | Add +3.8% | 271,487 | $75.3M |
| Driehaus Capital Management LLC | 0.58% | Add +4.9% | 252,732 | $70.1M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -12.0% | 226,851 | $62.9M |
| Neuberger Berman Group LLC | 0.05% | Add +26.2% | 226,804 | $62.9M |
| Franklin Resources Inc. | 0.02% | Reduce -3.8% | 214,917 | $59.6M |
| Macquarie Group Ltd. | 0.07% | Add +1.5% | 210,050 | $58.2M |
| AQR Capital Management | 0.07% | Add +37.8% | 207,425 | $57.5M |
| Raymond James Financial Inc. | 0.02% | — | 205,198 | $56.9M |
| Stephens Investment Management Group LLC | 0.75% | New | 202,642 | $56.2M |
| Boston Trust Walden Corp | 0.39% | Reduce -13.9% | 199,037 | $55.2M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 188,721 | $52.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +62.3% | 186,172 | $51.6M |
| UBS Group AG | 0.01% | Add +235.1% | 181,945 | $50.4M |
| Principal Financial Group Inc. | 0.03% | Add +3.9% | 170,428 | $47.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +146.8% | 156,390 | $43.3M |
| Two Sigma Investments, LP | 0.10% | Add +93.2% | 150,643 | $41.8M |
| American Century Companies Inc. | 0.02% | Reduce -16.1% | 150,067 | $41.6M |
| Global Alpha Capital Management Ltd. | 3.02% | Reduce -4.6% | 149,970 | $41.6M |
| Cookson Peirce & Co. Inc. | 1.71% | Reduce -0.5% | 136,438 | $37.8M |
| Braun Stacey Associates Inc. | 1.37% | Reduce -4.0% | 132,691 | $36.8M |
| Channing Capital Management, LLC | 0.98% | Reduce -51.2% | 132,120 | $36.6M |
| ProShare Advisors LLC | 0.08% | Reduce -5.8% | 128,172 | $35.5M |
| Victory Capital Management Inc. | 0.03% | Add +0.4% | 122,873 | $34.1M |
| Schroder Investment Management Group | 0.03% | Reduce -22.3% | 119,009 | $33.1M |
| Artemis Investment Management LLP | 0.46% | New | 116,229 | $32.2M |
| Retirement Systems of Alabama | 0.12% | Reduce -0.2% | 113,516 | $31.5M |
| Man Group plc | 0.10% | Reduce -0.4% | 110,053 | $30.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.8% | 105,109 | $29.1M |
| STRS Ohio | 0.12% | Reduce -5.3% | 105,000 | $29.1M |
| Two Sigma Advisers, LP | 0.07% | Add +66.1% | 103,300 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.5% | 100,813 | $27.9M |
| Rhumbline Advisers | 0.02% | Add +0.2% | 97,178 | $26.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.2% | 91,953 | $25.5M |
| Frontier Capital Management Co. LLC | 0.24% | Reduce -38.5% | 90,133 | $25.0M |
| Great Lakes Advisors, LLC | 0.21% | Reduce -3.5% | 88,717 | $24.6M |
| Tudor Investment Corporation | 0.25% | Reduce -26.4% | 86,367 | $23.9M |
| Broad Bay Capital Management, LP | 3.85% | New | 86,000 | $23.8M |
| Nicholas Investment Partners, LP | 2.24% | Add +4.4% | 82,704 | $22.9M |
| Wells Fargo & Company | 0.01% | Add +30.6% | 77,750 | $21.6M |
| Russell Investments Group, Ltd. | 0.03% | Add +10.0% | 76,786 | $21.3M |
| Basswood Capital Management, L.L.C. | 1.24% | No change | 76,420 | $21.2M |
| Cramer Rosenthal McGlynn LLC | 1.19% | Add +9.0% | 75,716 | $21.0M |
| Royce & Associates LP | 0.19% | Reduce -27.1% | 73,550 | $20.4M |
| Glenmede Trust Co. NA | 0.10% | Reduce -33.6% | 72,955 | $20.2M |
| Moran Wealth Management, LLC | 0.64% | Reduce -3.0% | 72,803 | $20.2M |
| Fort Washington Investment Advisors Inc. | 0.12% | Add +21.9% | 72,780 | $20.2M |
| State of Wisconsin Investment Board | 0.05% | Add +5.2% | 72,578 | $20.1M |
| Swiss National Bank | 0.01% | Add +0.3% | 71,600 | $19.8M |
| WCM Investment Management, LLC | 0.05% | Reduce -25.8% | 70,804 | $19.7M |
| California Public Employees Retirement System | 0.01% | Reduce -6.8% | 70,584 | $19.6M |
| Legal & General Group Plc | 0.01% | Reduce -0.9% | 69,673 | $19.3M |
| Millennium Management | 0.02% | Reduce -83.0% | 66,344 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 64,575 | $17.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +386.0% | 62,797 | $17.4M |
| Nitorum Capital, L.P. | 1.97% | Reduce -17.3% | 61,691 | $17.1M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -77.6% | 60,651 | $16.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.0% | 59,221 | $16.4M |
| CCM Investment Advisers LLC | 1.80% | Reduce -11.4% | 58,606 | $16.2M |
| Royal Bank of Canada | 0.00% | Add +5.8% | 57,077 | $15.8M |
| GW&K Investment Management, LLC | 0.13% | Reduce -0.1% | 56,507 | $15.7M |
| New York State Common Retirement Fund | 0.02% | Reduce -38.2% | 56,154 | $15.6M |
| AE Wealth Management LLC | 0.13% | Add +15.2% | 53,481 | $14.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -3.2% | 51,696 | $14.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.3% | 50,754 | $14.1M |
| Trexquant Investment LP | 0.15% | Add +178.2% | 46,699 | $12.9M |
| Dorsey Wright & Associates | 2.90% | Add +1.4% | 43,822 | $12.1M |
| Rheos Capital Works Inc. | 0.66% | Add +16.2% | 43,000 | $11.9M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -40.0% | 42,020 | $11.6M |
| Peregrine Capital Management LLC | 0.34% | Reduce -17.5% | 41,653 | $11.5M |
| Kettle Hill Capital Management, LLC | 2.50% | New | 41,601 | $11.5M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.0% | 40,064 | $11.1M |
| Cresset Asset Management, LLC | 0.05% | Reduce -10.1% | 40,058 | $11.1M |
| Jackson Wealth Management, LLC | 1.25% | Add +0.5% | 39,803 | $11.0M |
| Castleark Management LLC | 0.38% | Reduce -12.8% | 39,120 | $10.8M |
| Agf Management Ltd. | 0.05% | New | 38,603 | $10.7M |
| Barclays PLC | 0.01% | Add +54.2% | 37,389 | $10.4M |
| Morse Asset Management, Inc | 2.38% | Add +0.7% | 37,054 | $10.3M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -0.4% | 36,818 | $10.2M |
| Canada Pension Plan Investment Board | 0.01% | No change | 36,500 | $10.1M |
| Ceredex Value Advisors LLC | 0.20% | Add +22.4% | 36,250 | $10.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.6% | 36,245 | $10.0M |
| Sei Investments Co. | 0.01% | Reduce -9.2% | 35,908 | $10.0M |
| Teacher Retirement System of Texas | 0.04% | Add +22.5% | 35,512 | $9.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 34,531 | $9.6M |
| Amundi | 0.00% | Add +322.1% | 34,720 | $9.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.4% | 34,031 | $9.4M |
| Bridgewater Associates | 0.04% | Add +34.3% | 33,255 | $9.2M |
| Alps Advisors Inc. | 0.06% | Add +17.8% | 32,717 | $9.1M |
| Pinebridge Investments, L.P. | 0.07% | Add +9.6% | 32,449 | $9.0M |
| LPL Financial LLC | 0.00% | Add +76.5% | 32,213 | $8.9M |
| Appleton Partners Inc. | 0.64% | New | 31,424 | $8.7M |
| Jane Street Group, LLC | 0.01% | Add +235.2% | 31,048 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +32.3% | 30,929 | $8.6M |
| Voya Investment Management LLC | 0.01% | Reduce -1.6% | 30,818 | $8.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.49% | Add +0.3% | 30,695 | $8.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.8% | 30,699 | $8.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -45.0% | 29,877 | $8.3M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -1.3% | 29,782 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 29,648 | $8.2M |
| Van Eck Associates Corp. | 0.01% | Add +40.2% | 29,269 | $8.1M |
| Citadel Advisors | 0.01% | Add +2955.1% | 28,321 | $7.9M |
| Verdence Capital Advisors LLC | 0.63% | Add +0.7% | 28,315 | $7.8M |
| Edgestream Partners, L.P. | 0.33% | New | 27,730 | $7.7M |
| Guggenheim Capital LLC | 0.06% | Add +4.1% | 27,715 | $7.7M |
| Prudential Financial Inc. | 0.01% | Reduce -15.3% | 27,510 | $7.6M |
| Intech Investment Management LLC | 0.07% | Add +1512.5% | 26,815 | $7.4M |
| Lighthouse Investment Partners, LLC | 0.28% | New | 26,176 | $7.3M |
| Cerity Partners LLC | 0.02% | Add +9.6% | 25,406 | $7.0M |
| Sarasin & Partners LLP | 0.08% | No change | 25,000 | $6.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -15.9% | 24,414 | $6.8M |
| Public Employees Retirement System of Ohio | 0.02% | Add +19.6% | 23,406 | $6.5M |
| Engineers Gate Manager LP | 0.11% | Add +311.2% | 23,010 | $6.4M |
| Alberta Investment Management Corp | 0.04% | Reduce -21.9% | 22,813 | $6.3M |
| Empowered Funds, LLC | 0.09% | Add +9.6% | 21,906 | $6.1M |
| Gotham Asset Management | 0.06% | Reduce -5.1% | 21,433 | $5.9M |
| Focus Partners Wealth | 0.02% | Add +2.6% | 21,365 | $5.9M |
| Algert Global LLC | 0.13% | Add +53.8% | 20,179 | $5.6M |
| MetLife Investment Management, LLC | 0.03% | Add +8.3% | 19,967 | $5.5M |
| Aquatic Capital Management LLC | 0.15% | New | 19,832 | $5.5M |
| Quantinno Capital Management LP | 0.05% | Add +9.4% | 19,244 | $5.3M |
| Squarepoint Ops LLC | 0.01% | New | 18,713 | $5.2M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.0% | 18,702 | $5.2M |
| 1832 Asset Management L.P. | 0.01% | New | 18,565 | $5.1M |
| Global IMC LLC | 0.91% | Add +0.1% | 18,292 | $5.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -28.8% | 18,293 | $5.1M |
| Renaissance Technologies | 0.01% | Add +1200.0% | 18,200 | $5.0M |
| Fred Alger Management, LLC | 0.02% | New | 18,090 | $5.0M |
| Mitchell Capital Management Co. | 0.88% | New | 18,083 | $5.0M |
| F/m Investments LLC | 0.18% | Reduce -76.9% | 17,525 | $4.9M |
| Amalgamated Bank | 0.04% | Reduce -1.7% | 17,168 | $4.8M |
| Advisors Capital Management, LLC | 0.07% | Add +5.5% | 17,153 | $4.8M |
| Citigroup Inc. | 0.00% | Add +65.3% | 17,042 | $4.7M |
| Monument Capital Management | 1.28% | Reduce -2.4% | 16,724 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Add +26.9% | 16,720 | $4.6M |
| Janus Henderson Group PLC | 0.00% | No change | 16,665 | $4.6M |
| Informed Momentum Co LLC | 0.65% | Reduce -2.2% | 16,664 | $4.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.8% | 16,662 | $4.6M |
| Legato Capital Management LLC | 0.60% | Add +6.0% | 16,657 | $4.6M |
| Deutsche Bank AG | 0.00% | Add +107.7% | 16,583 | $4.6M |
| Centiva Capital, LP | 0.17% | Add +128.4% | 16,202 | $4.5M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -10.3% | 16,072 | $4.5M |
| EFG Asset Management (North America) Corp. | 0.59% | Add +40.0% | 15,489 | $4.3M |
| Comerica Bank | 0.02% | Reduce -0.4% | 15,332 | $4.2M |
| Lisanti Capital Growth, LLC | 1.01% | Add +73.7% | 15,220 | $4.2M |
| Mariner, LLC | 0.01% | Add +3.2% | 15,138 | $4.2M |
| Peregrine Investment Management Inc. | 2.42% | — | 15,080 | $4.2M |
| Tribune Investment Group LP | 2.33% | — | 15,000 | $4.2M |
| Harbor Advisors LLC | 0.65% | No change | 15,000 | $4.2M |
| Credit Agricole S A | 0.01% | Add +50.4% | 14,946 | $4.1M |
| Centric Wealth Management | 1.11% | Reduce -1.3% | 14,863 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -66.0% | 14,722 | $4.1M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 14,696 | $4.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 14,365 | $4.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +40.1% | 14,269 | $4.0M |
| Quantbot Technologies LP | 0.14% | New | 13,588 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +8.7% | 13,505 | $3.7M |
| Tremblant Capital Group | 0.39% | Add +15.0% | 13,245 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 13,033 | $3.6M |
| Bridge City Capital, LLC | 0.96% | Add +0.9% | 13,022 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.3% | 12,970 | $3.6M |
| Catalyst Capital Advisors LLC | 0.08% | Add +2.0% | 12,850 | $3.6M |
| South Dakota Investment Council | 0.07% | No change | 12,822 | $3.6M |
| US Bancorp \de | 0.00% | Add +16.6% | 12,789 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +15.4% | 12,304 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 12,099 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.6% | 12,048 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +1.6% | 12,048 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.6% | 12,014 | $3.3M |
| SRH Advisors, LLC | 0.98% | No change | 11,900 | $3.3M |
| Hancock Whitney Corp. | 0.10% | Reduce -15.3% | 11,140 | $3.1M |
| Denali Advisors LLC | 0.32% | New | 11,074 | $3.1M |
| FJ Capital Management LLC | 0.35% | New | 10,928 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +162.5% | 10,898 | $3.0M |
| Essex Investment Management Co. LLC | 0.53% | Reduce -13.6% | 10,721 | $3.0M |
| Ieq Capital, LLC | 0.03% | Add +583.8% | 10,709 | $3.0M |
| Arizona State Retirement System | 0.02% | Add +0.3% | 10,570 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | New | 10,068 | $2.8M |
| Prescott Group Capital Management, L.L.C. | 0.37% | No change | 9,940 | $2.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -37.2% | 9,813 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.0% | 9,800 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +14621.2% | 9,716 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +10.6% | 9,671 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +21.9% | 9,585 | $2.7M |
| Campbell Newman Asset Management Inc. | 0.21% | Reduce -0.5% | 9,551 | $2.6M |
| Great Diamond Partners, LLC | 0.68% | Reduce -0.1% | 9,444 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | Reduce -15.4% | 9,337 | $2.6M |
| Eagle Rock Investment Company, LLC | 0.43% | No change | 9,263 | $2.6M |
| Vestcor Inc | 0.09% | Add +47.7% | 9,259 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +17.4% | 9,247 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 8,981 | $2.5M |
| Quadrature Capital Ltd | 0.05% | Add +227.1% | 8,963 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -33.6% | 8,709 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -1.4% | 8,709 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +2.6% | 8,662 | $2.4M |
| Shilanski & Associates, Inc. | 0.75% | Reduce -3.4% | 8,457 | $2.3M |
| CPC Advisors, LLC | 0.32% | Add +47.0% | 8,434 | $2.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 8,405 | $2.3M |
| Bank of Montreal | 0.00% | Add +1.7% | 8,253 | $2.3M |
| Sargent Investment Group, LLC | 0.36% | New | 8,549 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Add +54.6% | 8,019 | $2.2M |
| Axiom Investors LLC | 0.02% | New | 8,009 | $2.2M |
| QSV Equity Investors LLC | 2.13% | Add +0.0% | 8,001 | $2.2M |
| Interval Partners, LP | 0.06% | New | 7,963 | $2.2M |
| Lecap Asset Management Ltd. | 0.60% | Add +47.2% | 7,920 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.5% | 7,868 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 7,819 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -6.7% | 7,784 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 7,400 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +2.5% | 7,331 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 7,300 | $2.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +3210.9% | 7,284 | $2.0M |
| Washington Trust Advisors, Inc. | 0.17% | No change | 7,245 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | No change | 7,231 | $2.0M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -12.9% | 7,137 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.0% | 7,091 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | New | 7,088 | $2.0M |
| New Age Alpha Advisors, LLC | 0.08% | New | 7,019 | $1.9M |
| Fifth Third Bancorp | 0.01% | Reduce -2.5% | 6,974 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +27.5% | 6,857 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +414.0% | 6,826 | $1.9M |
| James Investment Research, Inc. | 0.22% | Reduce -0.0% | 6,773 | $1.9M |
| Caitlin John, LLC | 1.26% | Add +3.1% | 6,696 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 6,429 | $1.8M |
| DGS Capital Management, LLC | 0.44% | Reduce -0.7% | 6,350 | $1.8M |
| Radnor Capital Management, LLC | 0.29% | Reduce -0.2% | 6,265 | $1.7M |
| Wambolt & Associates, LLC | 0.56% | Reduce -19.5% | 6,241 | $1.7M |
| Valley National Advisers Inc. | 0.31% | Reduce -10.1% | 6,154 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +37.0% | 6,061 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +13.5% | 6,062 | $1.7M |
| Central Asset Investments & Management Holdings (HK) Ltd | 1.09% | New | 6,035 | $1.7M |
| Cadence Bank | 0.11% | Reduce -0.7% | 5,963 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +66.2% | 5,879 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.26% | Add +0.1% | 5,791 | $1.6M |
| Natixis | 0.01% | New | 5,754 | $1.6M |
| HSBC Holdings PLC | 0.00% | Reduce -22.1% | 5,660 | $1.6M |
| Croban | 1.54% | — | 5,644 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -20.9% | 5,609 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.0% | 5,484 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +16.6% | 5,480 | $1.5M |
| Hager Investment Management Services, LLC | 0.95% | — | 5,470 | $1.5M |
| VestGen Investment Management | 0.41% | Add +1.0% | 5,395 | $1.5M |
| First Hawaiian Bank | 0.05% | No change | 5,394 | $1.5M |
| Private Client Services, LLC | 0.78% | Add +32.6% | 5,241 | $1.5M |
| Bridges Investment Management Inc. | 0.02% | Add +18.3% | 5,203 | $1.4M |
| Summit Place Financial Advisors, LLC | 0.78% | Add +0.0% | 4,933 | $1.4M |
| Entropy Technologies, LP | 0.14% | New | 4,900 | $1.4M |
| Vident Advisory, LLC | 0.02% | Add +88.6% | 4,858 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +13.8% | 4,850 | $1.3M |
| Angeles Wealth Management, LLC | 0.11% | No change | 4,816 | $1.3M |
| Freedom Day Solutions, LLC | 0.40% | Add +4.0% | 4,791 | $1.3M |
| Nomura Holdings Inc. | 0.01% | New | 4,698 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.35% | Reduce -8.3% | 4,691 | $1.3M |
| Sit Investment Associates Inc. | 0.03% | No change | 4,450 | $1.2M |
| BNP Paribas | 0.02% | Add +8.6% | 4,415 | $1.2M |
| Mgo One Seven LLC | 0.05% | New | 4,414 | $1.2M |
| Buckhead Capital Management LLC | 0.39% | Reduce -3.1% | 4,407 | $1.2M |
| Creative Planning | 0.00% | Add +7.0% | 4,328 | $1.2M |
| Foster & Motley Inc. | 0.08% | Reduce -21.9% | 4,296 | $1.2M |
| Ausbil Investment Management Ltd | 0.71% | Reduce -24.1% | 4,271 | $1.2M |
| Inspire Investing, LLC | 0.13% | Reduce -7.6% | 4,257 | $1.2M |
| Zions Bancorporation, N.A. | 0.07% | Add +52.3% | 4,190 | $1.2M |
| Xponance LLC | 0.01% | Add +5.0% | 4,143 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -4.3% | 4,142 | $1.1M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -21.5% | 4,041 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -88.6% | 4,037 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $1.1M |
| Isthmus Partners, LLC | 0.13% | No change | 3,860 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.9% | 3,690 | $1.1M |
| Cornerstone Investment Partners, LLC | 0.05% | Add +2.8% | 3,819 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -59.8% | 3,785 | $1.0M |
| Ethic Inc. | 0.02% | New | 3,603 | $999K |
| TLWM | 0.19% | New | 3,572 | $990K |
| Aster Capital Management (DIFC) Ltd | 0.38% | New | 3,546 | $983K |
| Janney Montgomery Scott LLC | 0.00% | Add +26.5% | 3,453 | $957K |
| Ransom Advisory, Ltd | 0.44% | Reduce -17.9% | 3,450 | $956K |
| Trivant Custom Portfolio Group, LLC | 0.56% | Reduce -0.8% | 3,433 | $952K |
| Inceptionr LLC | 0.21% | Add +151.9% | 3,380 | $937K |
| Calamos Advisors LLC | 0.01% | No change | 3,285 | $911K |
| Hudson Edge Investment Partners Inc. | 0.16% | Add +4.9% | 3,225 | $894K |
| Dynamic Advisor Solutions LLC | 0.04% | Add +3.1% | 3,142 | $871K |
| Cwm, LLC | 0.00% | Add +87.9% | 3,129 | $867K |
| Cibc World Market Inc. | 0.00% | New | 3,096 | $858K |
| Private Advisory Group LLC | 0.09% | New | 3,039 | $842K |
| Swedbank AB | 0.00% | No change | 3,000 | $832K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.3% | 2,927 | $811K |
| O'ROURKE & COMPANY, Inc | 0.40% | Reduce -10.2% | 2,914 | $808K |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +60.6% | 2,895 | $802K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -9.4% | 2,874 | $797K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.2% | 2,828 | $784K |
| Pitcairn Co. | 0.05% | Add +0.1% | 2,800 | $776K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 2,791 | $774K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.7% | 2,779 | $770K |
| Choreo, LLC | 0.01% | Reduce -38.0% | 2,754 | $765K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +3.8% | 2,569 | $735K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -22.3% | 2,653 | $735K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.6% | 2,652 | $735K |
| Harvest Investment Services, LLC | 0.18% | New | 2,645 | $733K |
| Intrust Bank NA | 0.07% | Add +1.9% | 2,602 | $721K |
| First National Bank of Hutchinson | 0.43% | New | 2,544 | $705K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 2,530 | $701K |
| Marshall Wace, LLP | 0.00% | New | 2,500 | $693K |
| Moody Aldrich Partners LLC | 0.13% | Reduce -0.4% | 2,497 | $692K |
| First Trust Advisors LP | 0.00% | Reduce -69.6% | 2,480 | $687K |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 2,472 | $685K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +34.1% | 2,421 | $671K |
| Yorktown Management & Research Co Inc | 0.63% | No change | 2,375 | $658K |
| Argonautica Private Wealth Management, Inc. | 0.21% | Reduce -0.9% | 2,360 | $654K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 2,297 | $637K |
| Magnetar Financial LLC | 0.02% | Reduce -44.0% | 2,214 | $614K |
| Keybank National Association | 0.00% | Reduce -16.5% | 2,208 | $612K |
| Itau Unibanco Holding S.A. | 0.02% | New | 2,200 | $611K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.2% | 2,203 | $611K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.1% | 2,149 | $596K |
| Sterling Capital Management LLC | 0.01% | Add +55.3% | 2,125 | $589K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 2,057 | $570K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,049 | $568K |
| Aviva PLC | 0.00% | Add +14.8% | 2,030 | $563K |
| Twinbeech Capital LP | 0.01% | New | 2,026 | $562K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -3.1% | 2,043 | $537K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -5.9% | 1,901 | $527K |
| Utah Retirement Systems | 0.01% | No change | 1,900 | $527K |
| Dark Forest Capital Management LP | 0.08% | New | 1,873 | $519K |
| Hardy Reed LLC | 0.05% | No change | 1,854 | $514K |
| NewEdge Wealth, LLC | 0.01% | Reduce -8.2% | 1,834 | $508K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -14.8% | 1,821 | $505K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -12.3% | 1,818 | $504K |
| M&T Bank Corp | 0.00% | Reduce -15.9% | 1,806 | $501K |
| Commerce Bank | 0.00% | Reduce -50.3% | 1,800 | $499K |
| Greenleaf Trust | 0.00% | Reduce -0.5% | 1,785 | $495K |
| Acadian Asset Management LLC | 0.00% | New | 1,778 | $492K |
| Prelude Capital Management, LLC | 0.04% | New | 1,754 | $486K |
| Versor Investments LP | 0.08% | Add +73.7% | 1,737 | $481K |
| Cetera Trust Company, N.A | 0.31% | Reduce -5.2% | 1,720 | $477K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,720 | $477K |
| Mutual Advisors, LLC | 0.01% | New | 1,687 | $471K |
| Maxi Investments CY Ltd | 0.09% | New | 1,692 | $469K |
| Blair William & Co. | 0.00% | Reduce -0.1% | 1,598 | $443K |
| Toronto Dominion Bank | 0.00% | Add +1.9% | 1,581 | $438K |
| Manchester Capital Management LLC | 0.05% | No change | 1,577 | $437K |
| Pier Capital, LLC | 0.06% | Reduce -95.2% | 1,565 | $434K |
| Chiron Investment Management, LLC | 0.14% | No change | 1,557 | $432K |
| D. E. Shaw & Co. | 0.00% | Add +3.6% | 1,554 | $431K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.1% | 1,546 | $429K |
| Qsemble Capital Management, LP | 0.06% | New | 1,544 | $428K |
| First Bank & Trust | 0.08% | Reduce -0.4% | 1,543 | $428K |
| Weiss Asset Management LP | 0.01% | New | 1,523 | $422K |
| Jump Financial, LLC | 0.01% | Reduce -28.6% | 1,506 | $417K |
| Journey Strategic Wealth LLC | 0.02% | No change | 1,496 | $415K |
| KBC Group NV | 0.00% | Add +43.1% | 1,457 | $404K |
| Callan Family Office, LLC | 0.03% | New | 1,435 | $398K |
| Headlands Technologies LLC | 0.04% | New | 1,432 | $397K |
| Parallel Advisors, LLC | 0.01% | Add +0.3% | 1,428 | $396K |
| New Century Financial Group, LLC | 0.17% | Reduce -13.6% | 1,400 | $389K |
| Oak Thistle LLC | 0.11% | Add +16.0% | 1,366 | $379K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -8.8% | 1,345 | $373K |
| Shelton Capital Management | 0.01% | Reduce -4.0% | 1,345 | $373K |
| Shell Asset Management Co. | 0.02% | Reduce -0.1% | 1,337 | $371K |
| Strategy Asset Managers LLC | 0.07% | Add +10.1% | 1,332 | $369K |
| &partners | 0.00% | New | 1,287 | $364K |
| Hamilton Capital Partners Inc. | 0.03% | Add +3.2% | 1,307 | $362K |
| Oxford Asset Management LLP | 0.17% | New | 1,304 | $361K |
| Net Worth Advisory Group | 0.11% | Reduce -0.1% | 1,289 | $357K |
| Bond & Devick Financial Network, Inc. | 0.15% | No change | 1,400 | $355K |
| Trust Point Inc. | 0.02% | Add +39.4% | 1,255 | $348K |
| Insight Wealth Partners, LLC | 0.21% | No change | 1,223 | $339K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 1,222 | $339K |
| Martingale Asset Management L P | 0.01% | New | 1,208 | $335K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.1% | 1,200 | $333K |
| Anb Bank | 0.14% | — | 1,191 | $330K |
| CI Investments Inc. | 0.00% | Add +14.7% | 1,188 | $329K |
| CIBC Asset Management Inc | 0.00% | Add +5.1% | 1,173 | $325K |
| XTX Topco Ltd | 0.03% | Reduce -41.5% | 1,157 | $321K |
| TD Private Client Wealth LLC | 0.01% | Reduce -73.3% | 1,154 | $320K |
| Linden Thomas Advisory Services, LLC | 0.04% | Reduce -1.5% | 1,150 | $319K |
| NewEdge Advisors, LLC | 0.00% | Add +269.1% | 1,148 | $318K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.2% | 1,120 | $310K |
| Fielder Capital Group LLC | 0.10% | Add +4.4% | 1,105 | $306K |
| Princeton Capital Management LLC | 0.09% | New | 1,100 | $305K |
| Blue Trust, Inc. | 0.00% | Reduce -39.5% | 1,100 | $305K |
| Savant Capital, LLC | 0.00% | Add +15.6% | 1,082 | $300K |
| Kendall Capital Management | 0.09% | Reduce -23.7% | 1,080 | $299K |
| MGB Wealth Management, LLC | 0.09% | New | 1,078 | $299K |
| Legacy Capital Group California, Inc. | 0.09% | Add +24.3% | 1,074 | $298K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -0.3% | 1,059 | $294K |
| Summit Trail Advisors, LLC | 0.01% | Add +4.9% | 1,053 | $292K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -40.1% | 1,023 | $284K |
| Axq Capital, LP | 0.13% | Add +15.7% | 1,019 | $282K |
| Burns Matteson Capital Management, LLC | 0.16% | No change | 1,008 | $279K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 1,006 | $279K |
| Heritage Wealth Management, Inc. | 0.09% | No change | 1,000 | $277K |
| Courier Capital LLC | 0.02% | No change | 1,000 | $277K |
| Narus Financial Partners, LLC | 0.09% | No change | 999 | $277K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.9% | 995 | $276K |
| Metis Global Partners, LLC | 0.01% | Reduce -11.3% | 985 | $273K |
| Teza Capital Management LLC | 0.04% | Reduce -93.4% | 974 | $270K |
| Crestline Management, L.P. | 0.01% | New | 970 | $269K |
| Wealthspire Advisors, LLC | 0.00% | Add +8.3% | 963 | $267K |
| Summit Financial, LLC | 0.01% | New | 962 | $267K |
| Park Avenue Securities LLC | 0.00% | New | 959 | $266K |
| Stevens Capital Management LP | 0.11% | New | 956 | $265K |
| Keyvantage Wealth, LLC | 0.19% | — | 956 | $265K |
| Wealthstream Advisors, Inc. | 0.05% | Add +0.1% | 945 | $262K |
| Praxis Investment Management Inc. | 0.02% | New | 940 | $261K |
| Portside Wealth Group, LLC | 0.04% | Reduce -3.8% | 935 | $259K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.5% | 1,052 | $259K |
| Savvy Advisors, Inc. | 0.03% | New | 929 | $258K |
| Forum Financial Management, LP | 0.00% | New | 922 | $256K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -9.8% | 920 | $255K |
| Hilltop Holdings Inc. | 0.02% | Add +3.8% | 919 | $255K |
| Moody National Bank Trust Division | 0.03% | Reduce -0.3% | 908 | $252K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.3% | 904 | $251K |
| Certuity, LLC | 0.03% | New | 904 | $251K |
| Compound Planning, Inc. | 0.01% | Add +2.2% | 898 | $249K |
| NDVR, Inc. | 0.24% | Add +1.0% | 893 | $248K |
| Gateway Investment Advisers LLC | 0.00% | No change | 881 | $244K |
| Profund Advisors LLC | 0.01% | Reduce -11.2% | 879 | $244K |
| Merit Financial Group, LLC | 0.00% | New | 874 | $242K |
| Petrus Trust Company, LTA | 0.02% | Reduce -64.5% | 870 | $241K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.4% | 866 | $240K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.5% | 864 | $239K |
| Walleye Trading LLC | 0.00% | Add +690.8% | 862 | $239K |
| Hurley Capital, LLC | 0.19% | — | 856 | $238K |
| Investment House LLC | 0.01% | Reduce -10.5% | 850 | $236K |
| Ellevest, Inc. | 0.01% | New | 846 | $235K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 833 | $231K |
| Sherbrooke Park Advisers LLC | 0.07% | New | 813 | $225K |
| Aigen Investment Management, LP | 0.04% | New | 808 | $224K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -1.7% | 808 | $224K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -1.4% | 801 | $222K |
| Planned Solutions, Inc. | 0.09% | No change | 800 | $222K |
| Composition Wealth, LLC | 0.00% | New | 800 | $222K |
| Farringdon Capital, Ltd. | 0.09% | — | 799 | $221K |
| Ingalls & Snyder LLC | 0.01% | Reduce -18.0% | 797 | $221K |
| Whittier Trust Co. | 0.00% | New | 797 | $221K |
| Axxcess Wealth Management, LLC | 0.01% | New | 794 | $220K |
| HB Wealth Management, LLC | 0.00% | New | 788 | $218K |
| Walleye Capital LLC | 0.00% | Reduce -78.7% | 780 | $216K |
| National Bank of Canada | 0.00% | Reduce -17.7% | 778 | $216K |
| Norden Group LLC | 0.02% | New | 765 | $212K |
| Vicus Capital | 0.02% | New | 759 | $210K |
| Retirement Guys Formula LLC | 0.11% | New | 753 | $209K |
| Joel Isaacson & Co., LLC | 0.01% | New | 752 | $209K |
| QRG Capital Management, Inc. | 0.00% | New | 740 | $205K |
| Elevated Capital Advisors, LLC | 0.06% | New | 738 | $205K |
| R Squared Ltd | 0.20% | — | 730 | $202K |
| Brevan Howard Capital Management LP | 0.01% | New | 727 | $202K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -22.3% | 725 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.5% | 712 | $197K |
| Arlington Trust Co LLC | 0.04% | No change | 699 | $194K |
| Central Pacific Bank - Trust Division | 0.03% | Add +21.1% | 690 | $191K |
| Private Trust Co. NA | 0.02% | No change | 660 | $183K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -12.0% | 631 | $175K |
| GAMMA Investing LLC | 0.01% | Add +18.4% | 619 | $172K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.09% | New | 600 | $166K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.4% | 596 | $165K |
| Twin Tree Management, LP | 0.00% | Add +1654.5% | 579 | $160K |
| GeoWealth Management, LLC | 0.00% | Add +8.3% | 512 | $142K |
| Brooklyn Investment Group | 0.04% | Add +0.4% | 505 | $140K |
| Farther Finance Advisors, LLC | 0.00% | Add +143.0% | 469 | $130K |
| Daiwa Securities Group Inc. | 0.00% | New | 460 | $128K |
| Caitong International Asset Management Co., Ltd | 0.11% | — | 412 | $114K |
| Global Retirement Partners, LLC | 0.00% | Add +17.1% | 398 | $110K |
| Core Alternative Capital | 0.02% | No change | 315 | $87K |
| First Horizon Advisors, Inc. | 0.00% | No change | 313 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.4% | 312 | $86K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -3.8% | 281 | $78K |
| Fourth Dimension Wealth, LLC | 0.04% | — | 257 | $71K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.8% | 238 | $66K |
| Signaturefd, LLC | 0.00% | No change | 234 | $65K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -60.2% | 231 | $64K |
| Allworth Financial LP | 0.00% | Reduce -7.5% | 223 | $64K |
| UMB Bank, n.a. | 0.00% | Add +12.4% | 227 | $63K |
| Smartleaf Asset Management LLC | 0.01% | Add +64.8% | 211 | $59K |
| AlphaQuest LLC | 0.01% | Reduce -77.9% | 199 | $55K |
| Lindbrook Capital, LLC | 0.00% | No change | 196 | $54K |
| Piscataqua Savings Bank | 0.04% | No change | 180 | $50K |
| Assetmark, Inc. | 0.00% | Reduce -2.2% | 179 | $50K |
| Versant Capital Management, Inc | 0.01% | Add +33.1% | 177 | $49K |
| West Oak Capital, LLC | 0.03% | No change | 175 | $49K |
| MCF Advisors LLC | 0.00% | No change | 170 | $47K |
| IFP Advisors, Inc | 0.00% | Add +3.1% | 167 | $46K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 167 | $46K |
| Quarry LP | 0.01% | Reduce -45.4% | 167 | $46K |
| Kapitalo Investimentos Ltda | 0.03% | New | 159 | $44K |
| True Wealth Design, LLC | 0.02% | Add +16.8% | 153 | $42K |
| Key Financial Inc | 0.01% | No change | 152 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.2% | 149 | $41K |
| Huntington National Bank | 0.00% | Add +2.2% | 139 | $39K |
| LRI Investments, LLC | 0.00% | No change | 138 | $38K |
| Bessemer Group Inc. | 0.00% | Add +40.0% | 133 | $37K |
| WealthCollab, LLC | 0.02% | Reduce -18.9% | 133 | $37K |
| Quent Capital, LLC | 0.00% | Add +9.3% | 129 | $36K |
| Venturi Wealth Management, LLC | 0.00% | Add +23.2% | 122 | $34K |
| Rise Advisors, LLC | 0.02% | Add +0.9% | 117 | $32K |
| MAI Capital Management | 0.00% | New | 111 | $31K |
| Bell Investment Advisors, Inc | 0.01% | No change | 110 | $30K |
| Smithfield Trust Co | 0.00% | No change | 97 | $27K |
| Group One Trading LLC | 0.00% | New | 94 | $26K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -14.7% | 93 | $26K |
| Principal Securities, Inc. | 0.00% | Add +46.8% | 91 | $25K |
| V-Square Quantitative Management LLC | 0.00% | New | 85 | $24K |
| Atlatl Advisers LLC | 0.01% | — | 84 | $23K |
| Colonial Trust Co / SC | 0.00% | New | 84 | $23K |
| LGT Financial Advisors LLC | 0.05% | No change | 79 | $22K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69 | $19K |
| Eagle Bay Advisors LLC | 0.01% | No change | 57 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 55 | $15K |
| Covestor Ltd | 0.01% | Reduce -44.0% | 51 | $14K |
| Global Financial Private Client, LLC | 0.00% | Add +6.8% | 47 | $13K |
| CoreCap Advisors, LLC | 0.00% | Add +253.8% | 46 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 45 | $12K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -2.3% | 42 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 40 | $11K |
| Hemington Wealth Management | 0.00% | Add +75.0% | 42 | $11K |
| Whipplewood Advisors, LLC | 0.01% | — | 38 | $11K |
| WPG Advisers, LLC | 0.01% | — | 34 | $9K |
| Mather Group, Llc. | 0.00% | Reduce -17.1% | 34 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 33 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $9K |
| Bfsg, LLC | 0.00% | No change | 32 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 31 | $9K |
| SBI Securities Co., Ltd. | 0.00% | — | 31 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 24 | $7K |
| Continuum Advisory, LLC | 0.00% | No change | 23 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -64.5% | 22 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $6K |
| Arax Advisory Partners | 0.00% | Add +53.9% | 20 | $6K |
| Addison Advisors LLC | 0.00% | Add +112.5% | 17 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $4K |
| Avior Wealth Management, LLC | 0.00% | Reduce -25.0% | 15 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -12.5% | 14 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 14 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -61.3% | 12 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 12 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -30.8% | 9 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.3% | 8 | $2K |
| Concord Wealth Partners | 0.00% | No change | 7 | $2K |
| Horizon Investments, LLC | 0.00% | New | 7 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 5 | $1K |
| Sachetta, LLC | 0.00% | No change | 4 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -57.1% | 3 | $832 |
| Crewe Advisors LLC | 0.00% | Add +100.0% | 2 | $555 |
| HHM Wealth Advisors, LLC | 0.00% | New | 2 | $555 |
| Capital A Wealth Management, LLC | 0.00% | — | 2 | $554 |
| New Millennium Group LLC | 0.00% | New | 2 | $554 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $554 |
| Rothschild Investment LLC | 0.00% | No change | 2 | $554 |
| NewSquare Capital LLC | 0.00% | New | 2 | $554 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $278 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $278 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $277 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $277 |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.