Evercore Inc. Class AEVR
13F holders, Q1 2025 (March 31)552holders −32
70new positions
102sold out
10famous investors
$199.58avg. 13F price*
At the end of Q1 2025, 552 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, down 32 from Q4 2024. 70 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($771.5M), BlackRock, Inc. ($713.0M) and Boston Partners ($307.0M). 10 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 Steve Cohen (0.1% of Point72 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $329.7M |
| Exits | 102 | $189.4M |
All 13F filers, Q4 2024 → Q1 2025: 6,739,782 shares bought and 5,595,426 shares sold, net +1,144,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 552 holders
| Vanguard Group Inc. | 0.01% | Add +0.7% | 3,862,690 | $771.5M |
| BlackRock, Inc. | 0.02% | Reduce -0.1% | 3,570,135 | $713.0M |
| Boston Partners | 0.37% | Add +5.0% | 1,539,027 | $307.0M |
| State Street Corp. | 0.01% | Add +1.2% | 1,138,136 | $227.3M |
| Invesco Ltd. | 0.03% | Reduce -39.1% | 866,877 | $173.1M |
| UBS Group AG | 0.03% | Add +329.9% | 782,186 | $156.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 771,977 | $154.2M |
| Morgan Stanley | 0.01% | Add +36.7% | 709,353 | $141.7M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -10.8% | 691,000 | $138.0M |
| Fuller & Thaler Asset Management, Inc. | 0.53% | Reduce -1.0% | 685,544 | $136.9M |
| JPMorgan Chase & Co. | 0.01% | Add +4.6% | 648,231 | $129.5M |
| Millennium Management | 0.12% | Add +819.3% | 609,888 | $121.8M |
| TD Asset Management Inc | 0.11% | Reduce -39.0% | 583,371 | $116.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +17.9% | 560,964 | $112.0M |
| Eminence Capital, LP | 1.78% | New | 534,375 | $106.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +58.7% | 513,161 | $102.5M |
| Qube Research & Technologies Ltd | 0.16% | Add +223.0% | 505,134 | $100.9M |
| Norges Bank | 0.01% | Add +3.9% | 499,345 | $99.7M |
| AQR Capital Management | 0.10% | Add +134.5% | 486,365 | $94.4M |
| Bahl & Gaynor LLC | 0.46% | Reduce -0.3% | 447,536 | $89.4M |
| Two Sigma Investments, LP | 0.18% | Add +158.5% | 389,366 | $77.8M |
| Bank of New York Mellon Corp | 0.01% | Add +2.7% | 379,336 | $75.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 355,722 | $71.0M |
| Fisher Asset Management | 0.03% | Add +11.3% | 355,219 | $70.9M |
| Two Sigma Advisers, LP | 0.16% | Add +238.3% | 349,500 | $69.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.9% | 311,032 | $62.1M |
| Paralel Advisors LLC | 2.49% | No change | 300,000 | $59.9M |
| Bank of America Corp. | 0.01% | Add +56.5% | 295,378 | $59.0M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 295,093 | $58.9M |
| Stephens Investment Management Group LLC | 0.82% | Add +40.8% | 285,257 | $57.0M |
| Primecap Management Co. | 0.04% | Reduce -16.7% | 252,130 | $50.4M |
| Nuveen, LLC | 0.01% | — | 228,331 | $45.6M |
| Renaissance Technologies | 0.06% | Add +1067.0% | 212,400 | $42.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +5.6% | 196,579 | $39.3M |
| FMR LLC | 0.00% | Reduce -81.1% | 195,153 | $39.0M |
| Macquarie Group Ltd. | 0.05% | Reduce -7.8% | 193,753 | $38.7M |
| Global Alpha Capital Management Ltd. | 2.78% | Add +27.6% | 191,385 | $38.2M |
| Point72 Asset Management | 0.11% | New | 186,735 | $37.3M |
| Tudor Investment Corporation | 0.30% | Add +97.8% | 170,849 | $34.1M |
| Wellington Management Group LLP | 0.01% | Reduce -80.2% | 169,577 | $33.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2975.2% | 168,644 | $33.7M |
| Boston Trust Walden Corp | 0.24% | Reduce -17.6% | 164,029 | $32.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +424.4% | 155,470 | $31.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.0% | 151,801 | $30.3M |
| Franklin Resources Inc. | 0.01% | Reduce -29.6% | 151,259 | $30.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -15.2% | 144,549 | $28.9M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -48.8% | 139,060 | $27.8M |
| Epoch Investment Partners, Inc. | 0.14% | Add +126.0% | 137,059 | $27.4M |
| Cubist Systematic Strategies, LLC | 0.35% | New | 132,839 | $26.5M |
| Braun Stacey Associates Inc. | 1.05% | Reduce -3.5% | 128,087 | $25.6M |
| Driehaus Capital Management LLC | 0.24% | Reduce -49.6% | 127,278 | $25.4M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -83.6% | 123,569 | $24.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.3% | 123,292 | $24.6M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 118,000 | $23.6M |
| Retirement Systems of Alabama | 0.09% | Add +0.0% | 113,559 | $22.7M |
| ProShare Advisors LLC | 0.05% | Reduce -16.0% | 107,645 | $21.5M |
| Victory Capital Management Inc. | 0.02% | Reduce -13.3% | 106,510 | $21.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +14.7% | 105,474 | $21.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.3% | 105,398 | $21.1M |
| American Century Companies Inc. | 0.01% | Reduce -32.7% | 100,997 | $20.2M |
| Citigroup Inc. | 0.02% | Add +491.2% | 100,746 | $20.1M |
| Rhumbline Advisers | 0.02% | Reduce -1.2% | 96,026 | $19.2M |
| STRS Ohio | 0.08% | Reduce -8.6% | 95,941 | $19.2M |
| Voloridge Investment Management, LLC | 0.07% | New | 95,210 | $19.0M |
| Twinbeech Capital LP | 0.34% | Add +4511.6% | 93,431 | $18.7M |
| Citadel Advisors | 0.02% | Add +228.2% | 92,953 | $18.6M |
| Cramer Rosenthal McGlynn LLC | 1.33% | Add +22.5% | 92,764 | $18.5M |
| National Bank of Canada | 0.02% | Add +11484.5% | 90,127 | $18.0M |
| Man Group plc | 0.05% | Reduce -18.8% | 89,335 | $17.8M |
| Engineers Gate Manager LP | 0.30% | Add +286.5% | 88,929 | $17.8M |
| Amundi | 0.01% | Add +184.7% | 98,857 | $17.6M |
| WCM Investment Management, LLC | 0.04% | Add +22.3% | 86,580 | $17.3M |
| Great Lakes Advisors, LLC | 0.15% | Reduce -3.4% | 85,709 | $17.1M |
| Schroder Investment Management Group | 0.02% | Reduce -31.4% | 81,622 | $16.3M |
| Fort Washington Investment Advisors Inc. | 0.10% | Add +9.2% | 79,480 | $15.9M |
| Basswood Capital Management, L.L.C. | 0.86% | No change | 76,420 | $15.3M |
| Empire Life Investments Inc. | 0.97% | New | 74,851 | $14.9M |
| Moran Wealth Management, LLC | 0.48% | Reduce -1.1% | 72,033 | $14.4M |
| Legal & General Group Plc | 0.00% | Add +3.3% | 71,955 | $14.4M |
| Agf Management Ltd. | 0.08% | Add +85.2% | 71,505 | $14.3M |
| Glenmede Trust Co. NA | 0.08% | Reduce -2.9% | 70,839 | $14.1M |
| Swiss National Bank | 0.01% | Reduce -2.1% | 70,100 | $14.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -3.7% | 69,890 | $14.0M |
| Trexquant Investment LP | 0.16% | Add +47.5% | 68,889 | $13.8M |
| Waratah Capital Advisors Ltd. | 0.94% | New | 68,828 | $13.7M |
| California Public Employees Retirement System | 0.01% | Reduce -5.0% | 67,020 | $13.4M |
| AE Wealth Management LLC | 0.11% | Add +19.4% | 63,868 | $12.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +70.7% | 62,300 | $12.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +102.4% | 60,463 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.5% | 59,101 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 58,531 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -25.0% | 58,281 | $11.6M |
| Peregrine Capital Management LLC | 0.37% | Add +35.8% | 56,552 | $11.3M |
| Holocene Advisors, LP | 0.03% | New | 56,545 | $11.3M |
| GW&K Investment Management, LLC | 0.10% | Reduce -0.6% | 56,168 | $11.2M |
| Jane Street Group, LLC | 0.02% | Add +75.5% | 54,506 | $10.9M |
| CCM Investment Advisers LLC | 1.31% | Reduce -8.8% | 53,438 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | Add +269.7% | 49,923 | $10.0M |
| Nitorum Capital, L.P. | 1.37% | Reduce -20.9% | 48,828 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.6% | 47,896 | $9.6M |
| Frontier Capital Management Co. LLC | 0.10% | Reduce -46.9% | 47,826 | $9.6M |
| Intech Investment Management LLC | 0.10% | Add +74.0% | 46,654 | $9.3M |
| Public Sector Pension Investment Board | 0.04% | New | 46,000 | $9.2M |
| Bridgewater Associates | 0.04% | Add +36.2% | 45,286 | $9.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Add +22.6% | 45,136 | $9.0M |
| Jump Financial, LLC | 0.14% | Add +2882.6% | 44,918 | $9.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -16.0% | 43,413 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +37.5% | 42,539 | $8.5M |
| Morse Asset Management, Inc | 2.14% | Add +13.1% | 41,910 | $8.4M |
| Capital Fund Management S.A. | 0.11% | New | 41,795 | $8.3M |
| Ceredex Value Advisors LLC | 0.18% | Add +13.9% | 41,300 | $8.2M |
| Castleark Management LLC | 0.28% | Add +2.3% | 40,020 | $8.0M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.6% | 39,801 | $7.9M |
| Verition Fund Management LLC | 0.05% | Add +262.3% | 39,486 | $7.9M |
| Eisler Capital Management Ltd. | 0.24% | New | 39,413 | $7.9M |
| Pinebridge Investments, L.P. | 0.06% | Add +21.3% | 39,348 | $7.9M |
| Jackson Wealth Management, LLC | 0.95% | Reduce -1.3% | 39,295 | $7.8M |
| Corebridge Financial, Inc. | 0.04% | Reduce -2.4% | 39,106 | $7.8M |
| Voya Investment Management LLC | 0.01% | Add +26.1% | 38,848 | $7.8M |
| Quantinno Capital Management LP | 0.05% | Add +95.2% | 37,561 | $7.5M |
| Alps Advisors Inc. | 0.04% | Add +13.2% | 37,029 | $7.4M |
| Channing Capital Management, LLC | 0.22% | Reduce -72.1% | 36,874 | $7.4M |
| Bokf, NA | 0.13% | New | 36,649 | $7.3M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 36,245 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -37.4% | 35,747 | $7.1M |
| Jefferies Financial Group Inc. | 0.13% | Add +3336.1% | 35,151 | $7.0M |
| Appleton Partners Inc. | 0.54% | Add +11.3% | 34,977 | $7.0M |
| Dorsey Wright & Associates | 1.78% | Reduce -20.3% | 34,927 | $7.0M |
| Royce & Associates LP | 0.07% | Reduce -53.5% | 34,200 | $6.8M |
| Treasurer of the State of North Carolina | 0.03% | Add +104.9% | 34,144 | $6.8M |
| Point72 Hong Kong Ltd | 0.48% | New | 33,964 | $6.8M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 33,650 | $6.7M |
| LPL Financial LLC | 0.00% | Add +1.3% | 32,615 | $6.5M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 32,417 | $6.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.37% | Add +3.3% | 31,710 | $6.3M |
| Marshall Wace, LLP | 0.01% | Add +1161.7% | 31,542 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -59.0% | 31,513 | $6.3M |
| Barclays PLC | 0.00% | Reduce -18.2% | 30,590 | $6.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -13.2% | 29,969 | $6.0M |
| Verdence Capital Advisors LLC | 0.45% | Add +3.6% | 29,332 | $5.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.9% | 29,191 | $5.8M |
| Ensign Peak Advisors, Inc | 0.01% | Add +19.2% | 29,094 | $5.8M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -2.7% | 28,966 | $5.8M |
| Sei Investments Co. | 0.01% | Reduce -21.9% | 28,052 | $5.6M |
| Walleye Capital LLC | 0.07% | Add +3302.2% | 26,537 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +4.3% | 26,504 | $5.3M |
| Sarasin & Partners LLP | 0.05% | No change | 25,000 | $5.0M |
| Peregrine Investment Management Inc. | 3.53% | Add +57.2% | 23,710 | $4.7M |
| Aquatic Capital Management LLC | 0.12% | Add +18.1% | 23,427 | $4.7M |
| Mitchell Capital Management Co. | 0.86% | Add +24.8% | 22,572 | $4.5M |
| Focus Partners Wealth | 0.01% | Add +2.0% | 21,787 | $4.4M |
| Prudential Financial Inc. | 0.01% | Reduce -21.6% | 21,570 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | New | 21,564 | $4.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -61.6% | 21,561 | $4.3M |
| Gotham Asset Management | 0.04% | Reduce -1.2% | 21,170 | $4.2M |
| Advisors Capital Management, LLC | 0.06% | Add +17.7% | 20,188 | $4.0M |
| Algert Global LLC | 0.10% | No change | 20,179 | $4.0M |
| Lecap Asset Management Ltd. | 0.92% | Add +149.9% | 19,793 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.5% | 19,661 | $3.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -29.6% | 19,524 | $3.9M |
| HRT Financial LP | 0.02% | New | 19,023 | $3.8M |
| Brevan Howard Capital Management LP | 0.11% | Add +2460.9% | 18,618 | $3.7M |
| Axxcess Wealth Management, LLC | 0.10% | Add +2239.7% | 18,577 | $3.7M |
| Campbell & CO Investment Adviser LLC | 0.28% | Add +228.7% | 18,435 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.6% | 18,221 | $3.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -0.4% | 18,219 | $3.6M |
| Fieldview Capital Management, LLC | 0.50% | New | 17,830 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +38.9% | 17,085 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +998.8% | 17,075 | $3.4M |
| Advisory Services Network, LLC | 0.07% | Add +1.8% | 17,027 | $3.4M |
| Quantbot Technologies LP | 0.11% | Add +23.6% | 16,791 | $3.4M |
| Amalgamated Bank | 0.03% | Reduce -3.5% | 16,563 | $3.3M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +11.9% | 16,440 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -30.3% | 16,319 | $3.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.2% | 15,965 | $3.2M |
| Ieq Capital, LLC | 0.03% | Add +48.0% | 15,847 | $3.2M |
| Centric Wealth Management | 0.80% | Add +3.0% | 15,303 | $3.1M |
| Harbor Advisors LLC | 0.52% | No change | 15,000 | $3.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -58.5% | 14,743 | $2.9M |
| Comerica Bank | 0.01% | Reduce -5.0% | 14,567 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,365 | $2.9M |
| Alberta Investment Management Corp | 0.02% | Reduce -38.9% | 13,943 | $2.8M |
| Tremblant Capital Group | 0.34% | Add +4.5% | 13,839 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -10.8% | 13,139 | $2.6M |
| EFG Asset Management (North America) Corp. | 0.43% | Reduce -15.4% | 13,109 | $2.6M |
| US Bancorp \de | 0.00% | Add +1.7% | 13,010 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -0.2% | 13,005 | $2.6M |
| Bridge City Capital, LLC | 0.78% | Reduce -0.6% | 12,949 | $2.6M |
| South Dakota Investment Council | 0.05% | No change | 12,822 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.5% | 12,649 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -19.1% | 12,249 | $2.4M |
| Algebris (uk) Ltd. | 0.47% | New | 13,191 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.6% | 11,938 | $2.4M |
| SRH Advisors, LLC | 0.73% | No change | 11,900 | $2.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +20.9% | 11,868 | $2.4M |
| Centiva Capital, LP | 0.13% | Reduce -28.1% | 11,642 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.3% | 11,403 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -5.3% | 11,403 | $2.3M |
| Bridges Investment Management Inc. | 0.03% | Add +111.4% | 10,998 | $2.2M |
| Point72 (DIFC) Ltd | 0.21% | New | 10,931 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -33.2% | 10,736 | $2.1M |
| CPC Advisors, LLC | 0.29% | Add +26.8% | 10,698 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.7% | 10,683 | $2.1M |
| Aster Capital Management (DIFC) Ltd | 0.39% | Add +148.6% | 8,816 | $2.1M |
| Essex Investment Management Co. LLC | 0.44% | Reduce -0.8% | 10,634 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +90.4% | 10,779 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.9% | 10,374 | $2.1M |
| Quadrature Capital Ltd | 0.05% | Add +15.0% | 10,309 | $2.1M |
| Denali Advisors LLC | 0.23% | Reduce -7.0% | 10,298 | $2.1M |
| F/m Investments LLC | 0.08% | Reduce -41.5% | 10,244 | $2.0M |
| Hancock Whitney Corp. | 0.07% | Reduce -8.3% | 10,212 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +0.7% | 10,140 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.0% | 10,068 | $2.0M |
| Prescott Group Capital Management, L.L.C. | 0.29% | No change | 9,940 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.0% | 9,900 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +1.5% | 9,814 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +11.9% | 9,697 | $1.9M |
| PEAK6 LLC | 0.08% | New | 9,610 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +34.9% | 9,563 | $1.9M |
| Great Diamond Partners, LLC | 0.52% | Add +0.9% | 9,525 | $1.9M |
| Campbell Newman Asset Management Inc. | 0.16% | Reduce -0.5% | 9,507 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 9,337 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 9,336 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +19.2% | 9,281 | $1.9M |
| Eagle Rock Investment Company, LLC | 0.32% | Add +0.1% | 9,268 | $1.9M |
| Wolverine Trading, LLC | 0.06% | New | 9,092 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.4% | 8,838 | $1.8M |
| Shilanski & Associates, Inc. | 0.54% | Add +2.7% | 8,684 | $1.7M |
| State of Michigan Retirement System | 0.01% | Add +1.2% | 8,505 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -2.5% | 8,493 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.2% | 8,463 | $1.7M |
| AlphaQuest LLC | 0.18% | Add +4140.2% | 8,438 | $1.7M |
| Bank of Montreal | 0.00% | Add +0.7% | 8,307 | $1.7M |
| Dana Investment Advisors, Inc. | 0.06% | Add +16.0% | 8,281 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -50.8% | 8,164 | $1.6M |
| QSV Equity Investors LLC | 1.65% | Reduce -0.2% | 7,983 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.1% | 7,872 | $1.6M |
| Cinctive Capital Management LP | 0.12% | New | 7,824 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -96.7% | 7,575 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +3.2% | 7,566 | $1.5M |
| Itau Unibanco Holding S.A. | 0.06% | Add +240.9% | 7,500 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +15.8% | 7,445 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | No change | 7,400 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 7,300 | $1.5M |
| New Age Alpha Advisors, LLC | 0.06% | Add +2.4% | 7,187 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.7% | 7,178 | $1.4M |
| Fifth Third Bancorp | 0.01% | Add +1.9% | 7,108 | $1.4M |
| Washington Trust Advisors, Inc. | 0.12% | Reduce -2.8% | 7,045 | $1.4M |
| Sargent Investment Group, LLC | 0.22% | Reduce -17.9% | 7,023 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 6,968 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.8% | 6,966 | $1.4M |
| James Investment Research, Inc. | 0.17% | No change | 6,773 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +9.3% | 6,625 | $1.3M |
| 111 Capital | 0.25% | New | 6,535 | $1.3M |
| DGS Capital Management, LLC | 0.34% | Add +2.3% | 6,493 | $1.3M |
| Legato Capital Management LLC | 0.17% | Reduce -61.3% | 6,453 | $1.3M |
| XTX Topco Ltd | 0.07% | Add +455.4% | 6,426 | $1.3M |
| Hager Investment Management Services, LLC | 0.88% | Add +14.6% | 6,266 | $1.3M |
| Radnor Capital Management, LLC | 0.21% | No change | 6,265 | $1.3M |
| Wambolt & Associates, LLC | 0.42% | Reduce -2.2% | 6,103 | $1.2M |
| Valley National Advisers Inc. | 0.22% | Reduce -0.6% | 6,119 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -57.3% | 6,099 | $1.2M |
| Private Client Services, LLC | 0.60% | Add +16.3% | 6,095 | $1.2M |
| Cadence Bank | 0.09% | Add +1.1% | 6,027 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.6% | 5,967 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.3% | 5,988 | $1.2M |
| Gsa Capital Partners LLP | 0.11% | New | 5,911 | $1.2M |
| Creative Planning | 0.00% | Add +34.1% | 5,802 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -16.5% | 5,700 | $1.1M |
| Croban | 1.03% | Reduce -1.2% | 5,577 | $1.1M |
| Princeton Capital Management LLC | 0.38% | Add +384.9% | 5,334 | $1.1M |
| Inspire Investing, LLC | 0.12% | Add +21.7% | 5,180 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +48.1% | 5,113 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +4.5% | 5,067 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -41.9% | 5,057 | $1.0M |
| Aigen Investment Management, LP | 0.16% | Add +512.5% | 4,949 | $988K |
| VestGen Investment Management | 0.74% | Reduce -9.3% | 4,893 | $977K |
| Vident Advisory, LLC | 0.01% | Add +0.3% | 4,874 | $973K |
| Sit Investment Associates Inc. | 0.02% | Add +9.3% | 4,865 | $972K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -88.5% | 4,843 | $967K |
| Angeles Wealth Management, LLC | 0.08% | No change | 4,816 | $962K |
| Edgestream Partners, L.P. | 0.03% | Reduce -82.7% | 4,798 | $958K |
| Summit Place Financial Advisors, LLC | 0.53% | Reduce -4.3% | 4,723 | $943K |
| WINTON GROUP Ltd | 0.06% | New | 4,696 | $938K |
| Townsquare Capital LLC | 0.01% | Add +13.0% | 4,681 | $935K |
| Cwm, LLC | 0.00% | Add +45.7% | 4,559 | $911K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.5% | 4,556 | $910K |
| Acadian Asset Management LLC | 0.00% | Add +156.1% | 4,553 | $909K |
| Legacy Wealth Asset Management, LLC | 0.25% | Reduce -3.6% | 4,520 | $903K |
| Freedom Day Solutions, LLC | 0.28% | Reduce -5.9% | 4,510 | $901K |
| Mackenzie Financial Corp. | 0.00% | New | 4,478 | $894K |
| Buckhead Capital Management LLC | 0.28% | No change | 4,407 | $880K |
| Dark Forest Capital Management LP | 0.04% | Add +134.5% | 4,392 | $877K |
| Cornerstone Investment Partners, LLC | 0.04% | Add +13.2% | 4,323 | $863K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +45.3% | 4,205 | $840K |
| Waterway Wealth Management, LLC | 0.35% | New | 4,201 | $839K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.7% | 4,147 | $828K |
| Xponance LLC | 0.01% | Reduce -0.1% | 4,138 | $826K |
| BNP Paribas | 0.03% | Reduce -7.3% | 4,095 | $818K |
| FORA Capital, LLC | 0.08% | New | 4,037 | $806K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $775K |
| Pier Capital, LLC | 0.13% | Add +141.1% | 3,773 | $754K |
| TLWM | 0.15% | Add +5.6% | 3,771 | $753K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +18.6% | 3,728 | $745K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.6% | 3,685 | $736K |
| Trivant Custom Portfolio Group, LLC | 0.42% | Add +7.0% | 3,673 | $734K |
| First National Bank of Hutchinson | 0.47% | Add +39.8% | 3,556 | $710K |
| Isthmus Partners, LLC | 0.09% | Reduce -9.6% | 3,490 | $697K |
| Ransom Advisory, Ltd | 0.34% | No change | 3,450 | $689K |
| Inceptionr LLC | 0.20% | Add +0.6% | 3,400 | $679K |
| Federated Hermes, Inc. | 0.00% | Add +14.5% | 3,352 | $669K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.3% | 3,310 | $661K |
| Legend Financial Advisors, Inc. | 0.47% | New | 3,182 | $636K |
| Hudson Edge Investment Partners Inc. | 0.13% | Reduce -2.1% | 3,156 | $630K |
| Zions Bancorporation, National Association | 0.04% | — | 3,150 | $629K |
| Banque Pictet & Cie SA | 0.01% | New | 3,124 | $624K |
| Baird Financial Group, Inc. | 0.00% | Add +39.9% | 3,082 | $616K |
| Foster & Motley Inc. | 0.04% | Reduce -28.6% | 3,067 | $613K |
| Merit Financial Group, LLC | 0.01% | Add +249.8% | 3,057 | $611K |
| Swedbank AB | 0.00% | No change | 3,000 | $599K |
| O'ROURKE & COMPANY, Inc | 0.29% | Reduce -0.1% | 2,911 | $581K |
| Entropy Technologies, LP | 0.06% | Reduce -40.6% | 2,908 | $581K |
| Aviva PLC | 0.00% | Add +40.4% | 2,851 | $569K |
| Pitcairn Co. | 0.03% | Add +1.8% | 2,850 | $569K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.0% | 2,806 | $560K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 2,791 | $557K |
| Fox Run Management, L.L.C. | 0.09% | New | 2,780 | $555K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.8% | 2,778 | $555K |
| Blueshift Asset Management, LLC | 0.22% | New | 2,777 | $555K |
| Caitlin John, LLC | 0.54% | Reduce -58.8% | 2,759 | $551K |
| Securian Asset Management, Inc. | 0.02% | Add +3.8% | 2,752 | $550K |
| TD Private Client Wealth LLC | 0.01% | Add +132.6% | 2,684 | $536K |
| Choreo, LLC | 0.01% | Reduce -3.0% | 2,671 | $533K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.8% | 2,655 | $530K |
| Aviance Capital Partners, LLC | 0.07% | Reduce -0.9% | 2,628 | $525K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.8% | 2,590 | $517K |
| Bayesian Capital Management, LP | 0.08% | New | 2,563 | $512K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.4% | 2,545 | $508K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 2,424 | $484K |
| Vestcor Inc | 0.02% | Reduce -74.0% | 2,408 | $481K |
| Unique Wealth Strategies, LLC | 0.22% | New | 2,387 | $477K |
| Yorktown Management & Research Co Inc | 0.52% | No change | 2,375 | $474K |
| Nicholas Investment Partners, LP | 0.05% | Reduce -97.2% | 2,355 | $470K |
| United Services Automobile Association | 0.01% | New | 2,351 | $469K |
| Intrust Bank NA | 0.05% | Reduce -10.8% | 2,322 | $464K |
| Equitable Holdings, Inc. | 0.00% | New | 2,298 | $459K |
| Tidal Investments LLC | 0.00% | New | 2,285 | $456K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.4% | 2,250 | $449K |
| Daiwa Securities Group Inc. | 0.00% | Add +389.1% | 2,250 | $449K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Reduce -5.2% | 2,238 | $447K |
| Ethic Inc. | 0.01% | Reduce -38.3% | 2,225 | $446K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.6% | 2,160 | $431K |
| Blair William & Co. | 0.00% | Add +31.3% | 2,098 | $419K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.11% | New | 2,009 | $401K |
| Bayforest Capital Ltd | 0.17% | New | 2,005 | $400K |
| Voleon Capital Management LP | 0.03% | New | 2,004 | $400K |
| Caxton Associates LLP | 0.01% | — | 1,983 | $396K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.3% | 1,971 | $394K |
| Scientech Research LLC | 0.10% | New | 1,946 | $389K |
| Magnetar Financial LLC | 0.01% | Reduce -12.7% | 1,934 | $386K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -6.3% | 1,914 | $381K |
| Utah Retirement Systems | 0.00% | No change | 1,900 | $379K |
| Alamea Verwaltungs GmbH | 0.32% | — | 1,870 | $373K |
| Hardy Reed LLC | 0.03% | No change | 1,854 | $370K |
| BOK Financial Private Wealth, Inc. | 0.03% | New | 1,854 | $370K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +1.8% | 1,853 | $370K |
| SG Americas Securities, LLC | 0.00% | New | 1,851 | $370K |
| Manchester Capital Management LLC | 0.05% | Add +17.4% | 1,851 | $370K |
| CastleKnight Management LP | 0.04% | New | 1,800 | $359K |
| Commerce Bank | 0.00% | Reduce -0.2% | 1,797 | $359K |
| Greenleaf Trust | 0.00% | Reduce -0.2% | 1,781 | $356K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.3% | 1,777 | $355K |
| Quadrant Capital Group LLC | 0.01% | Add +193.3% | 1,748 | $349K |
| Cetera Trust Company, N.A | 0.22% | No change | 1,720 | $344K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,720 | $344K |
| Freestone Grove Partners LP | 0.00% | New | 1,693 | $338K |
| Qsemble Capital Management, LP | 0.04% | Add +8.9% | 1,681 | $336K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 1,676 | $335K |
| Syon Capital LLC | 0.03% | New | 1,646 | $329K |
| KBC Group NV | 0.00% | Add +9.9% | 1,601 | $320K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.9% | 1,605 | $317K |
| Vinva Investment Management Ltd | 0.01% | New | 995 | $316K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -34.9% | 1,575 | $315K |
| Summit Financial, LLC | 0.01% | Add +60.9% | 1,548 | $309K |
| Journey Strategic Wealth LLC | 0.01% | Add +3.3% | 1,545 | $309K |
| First Bank & Trust | 0.06% | Reduce -0.2% | 1,540 | $308K |
| Headlands Technologies LLC | 0.03% | Add +7.0% | 1,533 | $306K |
| M&T Bank Corp | 0.00% | Reduce -15.4% | 1,527 | $305K |
| Cookson Peirce & Co. Inc. | 0.02% | Reduce -98.9% | 1,522 | $304K |
| Sherbrooke Park Advisers LLC | 0.14% | Add +86.5% | 1,516 | $303K |
| HB Wealth Management, LLC | 0.00% | Add +92.4% | 1,516 | $303K |
| Gruss & Co., LLC | 1.31% | New | 1,500 | $300K |
| Keybank National Association | 0.00% | Reduce -32.1% | 1,500 | $300K |
| R Squared Ltd | 0.32% | Add +104.9% | 1,496 | $299K |
| Farringdon Capital, Ltd. | 0.15% | Add +82.2% | 1,456 | $291K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.0% | 1,453 | $290K |
| Toronto Dominion Bank | 0.00% | Reduce -8.9% | 1,441 | $288K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +43.2% | 1,441 | $288K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -24.3% | 1,439 | $287K |
| Legacy Capital Group California, Inc. | 0.10% | Add +33.6% | 1,435 | $287K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,419 | $283K |
| NewEdge Wealth, LLC | 0.01% | Reduce -22.8% | 1,416 | $283K |
| Bond & Devick Financial Network, Inc. | 0.10% | No change | 1,400 | $280K |
| Summit Trail Advisors, LLC | 0.01% | Add +30.3% | 1,372 | $274K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.7% | 1,347 | $269K |
| Blue Trust, Inc. | 0.00% | Add +19.4% | 1,313 | $262K |
| CI Investments Inc. | 0.00% | Add +10.6% | 1,314 | $262K |
| Shelton Capital Management | 0.01% | Reduce -2.7% | 1,309 | $261K |
| Burns Matteson Capital Management, LLC | 0.14% | Add +29.3% | 1,303 | $260K |
| First Trust Advisors LP | 0.00% | Reduce -47.6% | 1,299 | $259K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -39.7% | 1,296 | $259K |
| Strategy Asset Managers LLC | 0.05% | Reduce -2.9% | 1,294 | $258K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 1,282 | $256K |
| Norden Group LLC | 0.03% | Add +67.5% | 1,281 | $256K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -2.8% | 1,271 | $254K |
| Net Worth Advisory Group | 0.08% | Reduce -2.6% | 1,256 | $251K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 1,225 | $245K |
| Insight Wealth Partners, LLC | 0.15% | No change | 1,223 | $244K |
| Martingale Asset Management L P | 0.01% | No change | 1,208 | $241K |
| CIBC Asset Management Inc | 0.00% | Add +1.7% | 1,193 | $238K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +2.6% | 1,180 | $236K |
| Fielder Capital Group LLC | 0.07% | Add +6.3% | 1,175 | $235K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -13.0% | 1,170 | $234K |
| Savvy Advisors, Inc. | 0.02% | Add +25.7% | 1,168 | $233K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.3% | 1,113 | $222K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +3.7% | 1,098 | $219K |
| Gateway Investment Advisers LLC | 0.00% | Add +23.7% | 1,090 | $218K |
| Teza Capital Management LLC | 0.10% | Add +11.2% | 1,083 | $216K |
| MGB Wealth Management, LLC | 0.08% | No change | 1,078 | $215K |
| Belpointe Asset Management LLC | 0.01% | Add +1.6% | 1,069 | $214K |
| Jones Financial Companies LLLP | 0.00% | Add +18.0% | 1,067 | $213K |
| Graham Capital Management, L.P. | 0.01% | New | 1,033 | $206K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -59.4% | 1,013 | $202K |
| IFP Advisors, Inc | 0.01% | Add +418.6% | 866 | $173K |
| Ausbil Investment Management Ltd | 0.10% | Reduce -80.7% | 824 | $165K |
| Whittier Trust Co. | 0.00% | No change | 797 | $159K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.9% | 754 | $151K |
| Central Pacific Bank - Trust Division | 0.02% | Add +8.7% | 750 | $150K |
| Brooklyn Investment Group | 0.03% | Add +46.9% | 742 | $148K |
| GAMMA Investing LLC | 0.01% | Add +14.9% | 711 | $142K |
| Arlington Trust Co LLC | 0.03% | No change | 699 | $140K |
| Fourth Dimension Wealth, LLC | 0.06% | Add +139.3% | 615 | $123K |
| Farther Finance Advisors, LLC | 0.00% | Add +23.4% | 579 | $116K |
| State of Wyoming | 0.01% | New | 531 | $106K |
| Parkside Financial Bank & Trust | 0.01% | Add +115.6% | 498 | $99K |
| GeoWealth Management, LLC | 0.00% | Reduce -10.7% | 457 | $91K |
| First Horizon Advisors, Inc. | 0.00% | Add +43.8% | 450 | $90K |
| Simplex Trading, LLC | 0.00% | New | 419 | $83K |
| UMB Bank, n.a. | 0.00% | Add +70.9% | 388 | $77K |
| NewEdge Advisors, LLC | 0.00% | Reduce -69.5% | 350 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +46.6% | 349 | $70K |
| OP Asset Management Ltd | 0.00% | — | 349 | $70K |
| Versant Capital Management, Inc | 0.01% | Add +86.4% | 330 | $66K |
| Private Wealth Asset Management, LLC | 0.01% | — | 315 | $63K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.8% | 377 | $62K |
| SVB Wealth LLC | 0.00% | New | 296 | $59K |
| Walleye Trading LLC | 0.00% | Reduce -67.9% | 277 | $55K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 270 | $54K |
| Allworth Financial LP | 0.00% | Add +9.0% | 243 | $48K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +61.7% | 241 | $48K |
| Group One Trading LLC | 0.00% | Add +151.1% | 236 | $47K |
| Signaturefd, LLC | 0.00% | No change | 234 | $47K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -97.0% | 220 | $44K |
| Quent Capital, LLC | 0.00% | Add +62.8% | 210 | $42K |
| Assetmark, Inc. | 0.00% | Add +12.8% | 202 | $40K |
| Huntington National Bank | 0.00% | Add +45.3% | 202 | $40K |
| Lindbrook Capital, LLC | 0.00% | No change | 196 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -12.8% | 184 | $37K |
| Piscataqua Savings Bank | 0.03% | No change | 180 | $36K |
| West Oak Capital, LLC | 0.02% | No change | 175 | $35K |
| Arax Advisory Partners | 0.00% | Add +765.0% | 173 | $35K |
| WealthCollab, LLC | 0.02% | Add +26.3% | 168 | $34K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 167 | $33K |
| Key Financial Inc | 0.01% | No change | 152 | $30K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -65.0% | 144 | $29K |
| LRI Investments, LLC | 0.00% | Reduce -6.5% | 129 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 91 | $25K |
| Lanark Financial, Inc. | 0.00% | — | 130 | $25K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.7% | 113 | $23K |
| Optiver Holding B.V. | 0.00% | New | 112 | $22K |
| Bessemer Group Inc. | 0.00% | Reduce -25.6% | 99 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +113.0% | 98 | $20K |
| MAI Capital Management | 0.00% | Reduce -13.5% | 96 | $19K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 93 | $19K |
| Hurley Capital, LLC | 0.01% | Reduce -90.0% | 86 | $17K |
| Rise Advisors, LLC | 0.01% | Reduce -28.2% | 84 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -99.2% | 82 | $16K |
| MCF Advisors LLC | 0.00% | Reduce -55.9% | 75 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69 | $14K |
| CVA Family Office, LLC | 0.00% | Add +12.7% | 62 | $12K |
| Darwin Wealth Management, LLC | 0.00% | No change | 42 | $12K |
| Addison Advisors LLC | 0.00% | Add +229.4% | 56 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $11K |
| NewSquare Capital LLC | 0.00% | Add +2600.0% | 54 | $11K |
| Geneos Wealth Management Inc. | 0.00% | Add +71.0% | 53 | $11K |
| Global Financial Private Client, LLC | 0.00% | Add +8.5% | 51 | $10K |
| Covestor Ltd | 0.01% | No change | 51 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 45 | $9K |
| Hemington Wealth Management | 0.00% | Add +4.8% | 44 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 40 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -86.8% | 5 | $8K |
| Mather Group, Llc. | 0.00% | No change | 34 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 33 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $6K |
| Bfsg, LLC | 0.00% | No change | 32 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 32 | $6K |
| Quarry LP | 0.00% | Reduce -82.0% | 30 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $6K |
| WPG Advisers, LLC | 0.01% | Reduce -17.6% | 28 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +62.5% | 26 | $5K |
| Tidemark, LLC | 0.00% | New | 25 | $5K |
| Atlas Capital Advisors Inc. | 0.00% | Add +108.3% | 25 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 24 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 22 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -86.9% | 20 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +21.4% | 17 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 14 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $2K |
| Larson Financial Group LLC | 0.00% | New | 10 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 8 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $2K |
| Capital A Wealth Management, LLC | 0.00% | Add +300.0% | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -11.1% | 8 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 8 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +600.0% | 7 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -12.5% | 7 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 6 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +100.0% | 6 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.0% | 6 | $1K |
| SouthState Bank Corp | 0.00% | New | 5 | $999 |
| Sachetta, LLC | 0.00% | No change | 4 | $799 |
| American Capital Advisory, LLC | 0.00% | New | 3 | $600 |
| Crewe Advisors LLC | 0.00% | Add +50.0% | 3 | $600 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 3 | $599 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2 | $400 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $399 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $379 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $200 |
| Summit Securities Group LLC | 0.00% | New | 1 | $200 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $200 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $200 |
| Rothschild Investment LLC | 0.00% | Reduce -50.0% | 1 | $200 |
| Private Trust Co. NA | 0.00% | Reduce -99.8% | 1 | $200 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $200 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $200 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $199 |
| Hantz Financial Services, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.