Evercore Inc. Class AEVR
13F holders, Q2 2025 (June 30)566holders +14
109new positions
100sold out
7famous investors
$270.10avg. 13F price*
At the end of Q2 2025, 566 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 14 from Q1 2025. 109 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($963.9M) and Boston Partners ($465.4M). 7 famous investors held it, including Lee Ainslie (0.7% of Maverick Capital's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $753.4M |
| Exits | 100 | $426.5M |
All 13F filers, Q1 2025 → Q2 2025: 8,302,230 shares bought and 7,004,022 shares sold, net +1,298,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.7% | 3,837,425 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -0.0% | 3,569,824 | $963.9M |
| Boston Partners | 0.52% | Add +11.8% | 1,720,164 | $465.4M |
| Invesco Ltd. | 0.06% | Add +62.3% | 1,407,278 | $380.0M |
| Millennium Management | 0.31% | Add +104.4% | 1,246,759 | $336.6M |
| State Street Corp. | 0.01% | Reduce -0.8% | 1,129,645 | $305.0M |
| TD Asset Management Inc | 0.22% | Add +63.8% | 955,407 | $258.0M |
| AQR Capital Management | 0.20% | Add +79.5% | 872,844 | $235.7M |
| FMR LLC | 0.01% | Add +341.7% | 862,050 | $232.8M |
| Geode Capital Management, LLC | 0.02% | Add +7.7% | 831,588 | $224.6M |
| T. Rowe Price Associates Inc. | 0.02% | Add +27.5% | 654,335 | $176.7M |
| Morgan Stanley | 0.01% | Reduce -10.1% | 637,571 | $172.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +11.7% | 626,761 | $169.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.5% | 606,378 | $163.7M |
| Capital International Investors | 0.03% | New | 601,048 | $162.3M |
| Norges Bank | 0.02% | Add +16.5% | 581,678 | $157.1M |
| Wellington Management Group LLP | 0.03% | Add +232.4% | 563,617 | $152.2M |
| Bahl & Gaynor LLC | 0.63% | Add +3.8% | 464,592 | $125.4M |
| Eminence Capital, LP | 1.78% | Reduce -16.3% | 447,048 | $120.7M |
| William Blair Investment Management, LLC | 0.28% | New | 395,088 | $106.7M |
| Fuller & Thaler Asset Management, Inc. | 0.38% | Reduce -44.4% | 381,029 | $102.9M |
| Channing Capital Management, LLC | 2.73% | Add +886.3% | 363,702 | $98.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.8% | 362,151 | $97.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.7% | 357,686 | $96.6M |
| Fisher Asset Management | 0.03% | Reduce -10.0% | 319,773 | $86.3M |
| Northern Trust Corp. | 0.01% | Add +7.6% | 317,619 | $85.8M |
| Paralel Advisors LLC | 3.30% | No change | 300,000 | $81.0M |
| Stephens Investment Management Group LLC | 1.06% | Add +4.6% | 298,480 | $80.6M |
| Bank of America Corp. | 0.01% | Reduce -5.7% | 278,622 | $75.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.3% | 251,050 | $67.8M |
| Bain Capital Public Equity Management II, LLC | 3.16% | New | 247,444 | $66.8M |
| Primecap Management Co. | 0.05% | Reduce -8.5% | 230,720 | $62.3M |
| Macquarie Group Ltd. | 0.07% | Add +8.5% | 210,304 | $56.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +34.8% | 209,622 | $56.6M |
| Victory Capital Management Inc. | 0.04% | Add +91.3% | 203,731 | $55.0M |
| Boston Trust Walden Corp | 0.39% | Add +23.9% | 203,292 | $54.9M |
| Schroder Investment Management Group | 0.05% | Add +146.4% | 201,095 | $54.1M |
| Balyasny Asset Management L.P. | 0.12% | New | 195,785 | $52.9M |
| Raymond James Financial Inc. | 0.02% | Add +28.6% | 195,277 | $52.7M |
| Junto Capital Management LP | 1.11% | New | 194,482 | $52.5M |
| UBS Group AG | 0.01% | Reduce -76.3% | 185,322 | $50.0M |
| ProShare Advisors LLC | 0.09% | Add +63.7% | 176,211 | $47.6M |
| Holocene Advisors, LP | 0.12% | Add +206.4% | 173,271 | $46.8M |
| Maverick Capital | 0.70% | New | 169,745 | $45.8M |
| Global Alpha Capital Management Ltd. | 2.75% | Reduce -14.7% | 163,335 | $44.1M |
| Royce & Associates LP | 0.40% | Add +327.1% | 146,085 | $39.4M |
| Franklin Resources Inc. | 0.01% | Reduce -4.3% | 144,728 | $39.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.1% | 143,012 | $38.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +35.2% | 142,531 | $38.5M |
| Cramer Rosenthal McGlynn LLC | 2.47% | Add +43.2% | 132,847 | $35.9M |
| Ceredex Value Advisors LLC | 0.76% | Add +215.4% | 130,250 | $35.2M |
| Lord, Abbett & Co. LLC | 0.12% | Add +4.7% | 129,346 | $34.9M |
| Samlyn Capital, LLC | 0.49% | New | 124,703 | $33.7M |
| Retirement Systems of Alabama | 0.11% | Add +0.8% | 114,411 | $30.9M |
| WCM Investment Management, LLC | 0.07% | Add +27.5% | 110,404 | $29.7M |
| TimesSquare Capital Management, LLC | 0.41% | New | 105,350 | $28.4M |
| Braun Stacey Associates Inc. | 1.02% | Reduce -18.5% | 104,423 | $28.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.3% | 104,059 | $28.1M |
| New York State Common Retirement Fund | 0.04% | Add +373.4% | 102,067 | $27.6M |
| Basswood Capital Management, L.L.C. | 1.30% | Add +26.5% | 96,647 | $26.1M |
| Rhumbline Advisers | 0.02% | Add +0.5% | 96,474 | $26.0M |
| Quantinno Capital Management LP | 0.11% | Add +150.5% | 94,077 | $25.4M |
| STRS Ohio | 0.09% | Reduce -6.3% | 89,881 | $24.3M |
| Two Sigma Advisers, LP | 0.05% | Reduce -74.8% | 88,000 | $23.8M |
| Nuveen, LLC | 0.01% | Reduce -61.7% | 87,356 | $23.6M |
| Twin Tree Management, LP | 0.59% | New | 86,524 | $23.4M |
| Westwood Holdings Group Inc. | 0.16% | New | 82,846 | $22.4M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +4.0% | 82,670 | $22.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -88.1% | 81,959 | $22.1M |
| Sei Investments Co. | 0.02% | Add +177.6% | 77,861 | $21.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -64.0% | 70,803 | $19.1M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 69,100 | $18.7M |
| Glenmede Investment Management, LP | 0.09% | — | 68,630 | $18.5M |
| Treasurer of the State of North Carolina | 0.06% | Add +99.7% | 68,191 | $18.4M |
| Legal & General Group Plc | 0.00% | Reduce -5.7% | 67,857 | $18.3M |
| Canada Pension Plan Investment Board | 0.02% | Add +8.7% | 67,700 | $18.3M |
| State of Wisconsin Investment Board | 0.04% | Reduce -3.9% | 67,178 | $18.1M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 67,105 | $18.1M |
| Waratah Capital Advisors Ltd. | 1.20% | Reduce -4.9% | 65,470 | $17.7M |
| Kettle Hill Capital Management, LLC | 4.09% | New | 65,451 | $17.7M |
| Granite Investment Partners, LLC | 0.85% | New | 64,690 | $17.5M |
| Empire Life Investments Inc. | 1.08% | Reduce -15.5% | 63,264 | $17.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.2% | 58,417 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 58,152 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.0% | 57,916 | $15.6M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -58.6% | 56,722 | $15.3M |
| GW&K Investment Management, LLC | 0.14% | Reduce -0.1% | 56,122 | $15.2M |
| CCM Investment Advisers LLC | 1.63% | Add +4.9% | 56,057 | $15.1M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 56,010 | $15.1M |
| Ieq Capital, LLC | 0.09% | Add +245.3% | 54,716 | $14.8M |
| Susquehanna Portfolio Strategies, LLC | 0.32% | New | 54,206 | $14.6M |
| Man Group plc | 0.03% | Reduce -40.1% | 53,521 | $14.5M |
| Royal Bank of Canada | 0.00% | Add +46.0% | 52,187 | $14.1M |
| American Century Companies Inc. | 0.01% | Reduce -50.6% | 49,864 | $13.5M |
| Agf Management Ltd. | 0.06% | Reduce -30.6% | 49,603 | $13.4M |
| Janus Henderson Group PLC | 0.01% | Add +203.9% | 48,520 | $13.1M |
| PEAK6 LLC | 0.44% | Add +403.6% | 48,396 | $13.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.6% | 47,596 | $12.9M |
| Intech Investment Management LLC | 0.12% | Add +2.0% | 47,592 | $12.9M |
| Russell Investments Group, Ltd. | 0.02% | Add +50.4% | 47,396 | $12.8M |
| Peregrine Capital Management LLC | 0.39% | Reduce -16.3% | 47,339 | $12.8M |
| Capital Fund Management S.A. | 0.14% | Add +11.3% | 46,536 | $12.6M |
| Allianz Asset Management GmbH | 0.02% | Add +3.0% | 44,732 | $12.1M |
| Frontier Capital Management Co. LLC | 0.11% | Reduce -7.9% | 44,054 | $11.9M |
| Bokf, NA | 0.18% | Add +14.9% | 42,116 | $11.4M |
| Cerity Partners LLC | 0.02% | Add +55.8% | 41,290 | $11.1M |
| Leeward Investments, LLC - MA | 0.59% | New | 40,987 | $11.1M |
| Nitorum Capital, L.P. | 1.64% | Reduce -16.2% | 40,899 | $11.0M |
| Cresset Asset Management, LLC | 0.05% | Add +2.0% | 40,600 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +8.3% | 39,240 | $10.6M |
| Morse Asset Management, Inc | 2.34% | Reduce -6.5% | 39,186 | $10.6M |
| Jackson Wealth Management, LLC | 1.14% | Reduce -0.9% | 38,955 | $10.5M |
| First Trust Advisors LP | 0.01% | Add +2885.8% | 38,785 | $10.5M |
| Alps Advisors Inc. | 0.06% | Reduce -0.6% | 36,799 | $9.9M |
| Walleye Capital LLC | 0.10% | Add +30.9% | 34,751 | $9.4M |
| Voya Investment Management LLC | 0.01% | Reduce -10.8% | 34,673 | $9.4M |
| Natixis Advisors, LLC | 0.01% | Add +160.1% | 34,179 | $9.2M |
| California State Teachers Retirement System | 0.01% | Add +0.2% | 33,709 | $9.1M |
| Verdence Capital Advisors LLC | 0.61% | Add +12.9% | 33,125 | $8.9M |
| Syon Capital LLC | 0.57% | Add +1819.1% | 31,589 | $8.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.45% | Reduce -2.6% | 30,895 | $8.3M |
| Cinctive Capital Management LP | 0.46% | Add +291.4% | 30,626 | $8.3M |
| Appleton Partners Inc. | 0.58% | Reduce -13.1% | 30,380 | $8.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | New | 29,970 | $8.1M |
| Picton Mahoney Asset Management | 0.11% | New | 29,855 | $8.1M |
| Natixis | 0.04% | New | 29,645 | $8.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +1.3% | 29,477 | $8.0M |
| WINTON GROUP Ltd | 0.41% | Add +526.7% | 29,430 | $7.9M |
| Prana Capital Management, LP | 0.29% | New | 29,244 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.5% | 28,458 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -12.4% | 28,396 | $7.7M |
| Castleark Management LLC | 0.22% | Reduce -31.5% | 27,400 | $7.4M |
| Peregrine Investment Management Inc. | 4.45% | Add +8.9% | 25,810 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +17.1% | 25,246 | $6.8M |
| Sarasin & Partners LLP | 0.07% | No change | 25,000 | $6.8M |
| Barclays PLC | 0.00% | Reduce -19.3% | 24,699 | $6.7M |
| Prudential Financial Inc. | 0.01% | Add +4.3% | 22,505 | $6.7M |
| Stifel Financial Corp. | 0.01% | Reduce -42.4% | 24,500 | $6.6M |
| University of Texas/Texas Am Investment Management Co. | 1.02% | New | 24,015 | $6.5M |
| CastleKnight Management LP | 0.44% | Add +1233.3% | 24,000 | $6.5M |
| Focus Partners Wealth | 0.01% | Add +6.1% | 23,120 | $6.2M |
| Advisors Capital Management, LLC | 0.08% | Add +7.0% | 21,610 | $5.8M |
| Thames Capital Management LLC | 1.31% | New | 21,344 | $5.8M |
| Gotham Asset Management | 0.03% | No change | 21,170 | $5.7M |
| Aquatic Capital Management LLC | 0.11% | Reduce -10.3% | 21,009 | $5.7M |
| Lighthouse Investment Partners, LLC | 0.25% | New | 20,930 | $5.7M |
| IMC-Chicago, LLC | 0.14% | New | 20,000 | $5.4M |
| Pinnacle Associates Ltd. | 0.08% | New | 19,940 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -67.4% | 19,701 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.4% | 19,375 | $5.2M |
| Axxcess Wealth Management, LLC | 0.12% | Add +2.8% | 19,102 | $5.2M |
| Public Employees Retirement System of Ohio | 0.02% | Add +16.8% | 19,066 | $5.1M |
| Zacks Investment Management | 0.04% | New | 18,805 | $5.1M |
| Guggenheim Capital LLC | 0.04% | Reduce -4.9% | 18,575 | $5.0M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Add +10.8% | 18,222 | $4.9M |
| Cwm, LLC | 0.02% | Add +295.2% | 18,016 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -1.9% | 17,879 | $4.8M |
| Tremblant Capital Group | 0.45% | Add +25.6% | 17,383 | $4.7M |
| Bain Capital Public Equity, LP | 3.07% | New | 17,163 | $4.6M |
| Centric Wealth Management | 1.10% | Add +1.5% | 15,539 | $4.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -43.7% | 16,863 | $4.6M |
| Amalgamated Bank | 0.04% | Add +1.6% | 16,820 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -83.4% | 16,744 | $4.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -96.8% | 16,220 | $4.4M |
| Prescott Group Capital Management, L.L.C. | 0.51% | Add +62.3% | 16,137 | $4.4M |
| EFG Asset Management (North America) Corp. | 0.59% | Add +17.0% | 15,335 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.7% | 15,149 | $4.1M |
| Advisory Services Network, LLC | 0.07% | Reduce -20.9% | 13,469 | $4.1M |
| Harbor Advisors LLC | 0.66% | No change | 15,000 | $4.1M |
| Point72 (DIFC) Ltd | 0.32% | Add +34.4% | 14,695 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,365 | $3.9M |
| Comerica Bank | 0.01% | Reduce -1.5% | 14,345 | $3.9M |
| Verition Fund Management LLC | 0.02% | Reduce -63.8% | 14,301 | $3.9M |
| Fieldview Capital Management, LLC | 0.58% | Reduce -20.4% | 14,192 | $3.8M |
| Edgestream Partners, L.P. | 0.11% | Add +195.6% | 14,181 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +7.7% | 14,005 | $3.8M |
| Teacher Retirement System of Texas | 0.02% | Reduce -5.3% | 13,969 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +174.0% | 12,485 | $3.6M |
| Blair William & Co. | 0.01% | Add +525.1% | 13,115 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 12,947 | $3.5M |
| Mariner, LLC | 0.01% | Add +5.1% | 12,871 | $3.5M |
| Bridge City Capital, LLC | 0.97% | Reduce -1.4% | 12,767 | $3.4M |
| Bridges Investment Management Inc. | 0.05% | Add +15.5% | 12,698 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +11.1% | 12,672 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.1% | 12,636 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +67.0% | 12,430 | $3.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +3.7% | 12,306 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +9.9% | 11,744 | $3.2M |
| Marshall Wace, LLP | 0.00% | Reduce -62.9% | 11,695 | $3.2M |
| SRH Advisors, LLC | 0.95% | Reduce -3.1% | 11,525 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +15.6% | 11,206 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +93.8% | 11,044 | $3.0M |
| Algert Global LLC | 0.06% | Reduce -45.7% | 10,959 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +17.6% | 10,916 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 10,736 | $2.9M |
| F/m Investments LLC | 0.10% | Add +3.6% | 10,618 | $2.9M |
| Essex Investment Management Co. LLC | 0.52% | Reduce -0.7% | 10,561 | $2.9M |
| Arizona State Retirement System | 0.02% | Add +1.7% | 10,554 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +57.1% | 10,405 | $2.8M |
| Hancock Whitney Corp. | 0.05% | Add +1.0% | 10,310 | $2.8M |
| Campbell Newman Asset Management Inc. | 0.22% | Add +7.1% | 10,182 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +2.0% | 10,100 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 10,079 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -0.5% | 10,014 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -70.0% | 9,793 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -19.4% | 9,620 | $2.6M |
| Fifth Third Bancorp | 0.01% | Add +34.0% | 9,527 | $2.6M |
| CPC Advisors, LLC | 0.32% | Reduce -12.1% | 9,409 | $2.5M |
| Eagle Rock Investment Company, LLC | 0.40% | No change | 9,268 | $2.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -97.6% | 9,247 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +9.2% | 9,237 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -94.6% | 9,179 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Reduce -2.1% | 9,137 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +2.6% | 9,068 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +8.7% | 8,877 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -5.3% | 8,846 | $2.4M |
| State of Michigan Retirement System | 0.01% | Add +1.2% | 8,605 | $2.3M |
| Shilanski & Associates, Inc. | 0.66% | Reduce -1.4% | 8,563 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +2.0% | 8,027 | $2.2M |
| QSV Equity Investors LLC | 2.21% | Reduce -1.6% | 7,852 | $2.1M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -5.5% | 7,824 | $2.1M |
| Sargent Investment Group, LLC | 0.28% | Reduce -0.3% | 7,004 | $2.1M |
| New Age Alpha Advisors, LLC | 0.09% | Add +8.2% | 7,773 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -6.6% | 7,755 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | No change | 7,400 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +2.8% | 7,378 | $2.0M |
| New Mexico Educational Retirement Board | 0.06% | No change | 7,300 | $2.0M |
| Creative Planning | 0.00% | Add +23.1% | 7,140 | $1.9M |
| Washington Trust Advisors, Inc. | 0.15% | No change | 7,045 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 6,966 | $1.9M |
| DGS Capital Management, LLC | 0.39% | Add +6.9% | 6,939 | $1.9M |
| South Dakota Investment Council | 0.04% | Reduce -46.8% | 6,817 | $1.8M |
| James Investment Research, Inc. | 0.22% | No change | 6,773 | $1.8M |
| Pallas Capital Advisors LLC | 0.07% | New | 6,577 | $1.8M |
| Radnor Capital Management, LLC | 0.28% | Add +4.8% | 6,565 | $1.8M |
| Hager Investment Management Services, LLC | 1.05% | Add +4.3% | 6,534 | $1.8M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -65.2% | 6,485 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.8% | 6,328 | $1.8M |
| Princeton Capital Management LLC | 0.52% | Add +21.2% | 6,465 | $1.7M |
| Legato Capital Management LLC | 0.21% | No change | 6,453 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.0% | 6,338 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +24.7% | 6,308 | $1.7M |
| HSBC Holdings PLC | 0.00% | Reduce -44.1% | 6,028 | $1.6M |
| Cadence Bank | 0.11% | Reduce -1.4% | 5,944 | $1.6M |
| Valley National Advisers Inc. | 0.25% | Reduce -5.6% | 5,777 | $1.6M |
| Wambolt & Associates, LLC | 0.52% | Reduce -8.2% | 5,603 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.1% | 5,622 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -26.3% | 5,583 | $1.5M |
| Croban | 1.27% | Reduce -1.1% | 5,516 | $1.5M |
| First Eagle Investment Management, LLC | 0.00% | Add +10.3% | 5,342 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +21.9% | 5,125 | $1.4M |
| Virtu Financial LLC | 0.07% | New | 5,054 | $1.4M |
| Summit Place Financial Advisors, LLC | 0.68% | Add +5.3% | 4,974 | $1.3M |
| Sit Investment Associates Inc. | 0.03% | No change | 4,865 | $1.3M |
| Angeles Wealth Management, LLC | 0.09% | Reduce -0.1% | 4,813 | $1.3M |
| Bridgewater Associates | 0.01% | Reduce -89.5% | 4,743 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -37.7% | 4,712 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.32% | Add +3.8% | 4,690 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +67.7% | 4,680 | $1.3M |
| Sandler Capital Management | 0.43% | New | 4,600 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | No change | 4,478 | $1.2M |
| Buckhead Capital Management LLC | 0.46% | No change | 4,407 | $1.2M |
| Inspire Investing, LLC | 0.13% | Reduce -15.0% | 4,402 | $1.2M |
| Cornerstone Investment Partners, LLC | 0.05% | Add +1.2% | 4,376 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -74.4% | 4,370 | $1.2M |
| Asset Management One Co., Ltd. | 0.00% | New | 4,326 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 4,271 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +60.9% | 4,167 | $1.1M |
| Xponance LLC | 0.01% | Reduce -0.8% | 4,105 | $1.1M |
| Freedom Day Solutions, LLC | 0.33% | Reduce -9.6% | 4,079 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.4% | 4,047 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +7.9% | 4,021 | $1.1M |
| Oak Thistle LLC | 0.16% | New | 3,967 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -35.5% | 3,846 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 3,904 | $1.1M |
| Essential Partners LLC | 0.42% | — | 3,882 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -25.9% | 3,754 | $1.0M |
| Polar Asset Management Partners Inc. | 0.03% | New | 3,700 | $999K |
| Pier Capital, LLC | 0.15% | Reduce -2.3% | 3,685 | $995K |
| Baird Financial Group, Inc. | 0.00% | Add +18.9% | 3,666 | $990K |
| Great Diamond Partners, LLC | 0.21% | Reduce -61.9% | 3,631 | $980K |
| Trivant Custom Portfolio Group, LLC | 0.54% | Reduce -1.8% | 3,606 | $974K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 3,556 | $960K |
| Martingale Asset Management L P | 0.02% | Add +191.5% | 3,521 | $951K |
| Isthmus Partners, LLC | 0.11% | Reduce -0.7% | 3,465 | $936K |
| Ransom Advisory, Ltd | 0.44% | No change | 3,450 | $932K |
| BNP Paribas | 0.03% | Reduce -15.8% | 3,450 | $932K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.2% | 3,422 | $924K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -7.3% | 3,414 | $922K |
| Hudson Edge Investment Partners Inc. | 0.16% | Add +6.5% | 3,362 | $908K |
| Federated Hermes, Inc. | 0.00% | Add +0.1% | 3,356 | $906K |
| PNC Financial Services Group, Inc. | 0.00% | Add +48.9% | 3,351 | $905K |
| Summit Trail Advisors, LLC | 0.02% | Add +137.4% | 3,257 | $879K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.0% | 3,245 | $876K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +105.4% | 3,235 | $874K |
| Legend Financial Advisors, Inc. | 0.58% | Add +0.8% | 3,206 | $866K |
| Jane Street Group, LLC | 0.00% | Reduce -94.2% | 3,180 | $859K |
| Pacer Advisors, Inc. | 0.00% | New | 3,145 | $849K |
| Merit Financial Group, LLC | 0.01% | Add +0.8% | 3,083 | $832K |
| Zions Bancorporation, National Association | 0.04% | Reduce -3.2% | 3,048 | $823K |
| Swedbank AB | 0.00% | No change | 3,000 | $810K |
| O'ROURKE & COMPANY, Inc | 0.37% | Add +2.1% | 2,973 | $803K |
| Banque Pictet & Cie SA | 0.01% | Reduce -6.3% | 2,928 | $791K |
| Intrust Bank NA | 0.07% | Add +25.5% | 2,915 | $787K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.2% | 2,840 | $767K |
| Oxford Asset Management LLP | 0.25% | New | 2,780 | $751K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.0% | 2,761 | $746K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,752 | $743K |
| Sterling Capital Management LLC | 0.01% | Add +38.3% | 2,726 | $736K |
| BOK Financial Private Wealth, Inc. | 0.05% | Add +47.0% | 2,725 | $736K |
| Two Sigma Securities, LLC | 0.09% | New | 2,660 | $718K |
| Simplex Trading, LLC | 0.02% | Add +530.3% | 2,641 | $713K |
| Choreo, LLC | 0.01% | Reduce -1.9% | 2,621 | $708K |
| Tidal Investments LLC | 0.00% | Add +13.6% | 2,595 | $701K |
| SG Americas Securities, LLC | 0.00% | Add +37.8% | 2,551 | $689K |
| Vident Advisory, LLC | 0.01% | Reduce -47.9% | 2,541 | $686K |
| Tudor Investment Corporation | 0.01% | Reduce -98.6% | 2,463 | $665K |
| Pitcairn Co. | 0.04% | Reduce -15.3% | 2,413 | $652K |
| Vestcor Inc | 0.02% | No change | 2,408 | $650K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 2,417 | $650K |
| Aviance Capital Partners, LLC | 0.08% | Reduce -9.9% | 2,368 | $639K |
| Brighton Jones LLC | 0.02% | New | 2,366 | $639K |
| Nicholas Investment Partners, LP | 0.06% | No change | 2,355 | $636K |
| Equitable Holdings, Inc. | 0.01% | Add +1.5% | 2,332 | $630K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +62.6% | 2,308 | $623K |
| Journey Strategic Wealth LLC | 0.02% | Add +44.1% | 2,227 | $601K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -12.8% | 2,220 | $599K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -94.5% | 2,169 | $586K |
| Summit Financial, LLC | 0.01% | Add +39.0% | 2,151 | $581K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +20.5% | 2,142 | $578K |
| AE Wealth Management LLC | 0.00% | Reduce -96.7% | 2,133 | $576K |
| Keybank National Association | 0.00% | Add +42.3% | 2,134 | $576K |
| State of Wyoming | 0.07% | Add +298.5% | 2,116 | $571K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -6.6% | 1,787 | $550K |
| PDT Partners, LLC | 0.03% | New | 2,000 | $540K |
| Aviva PLC | 0.00% | Reduce -31.3% | 1,958 | $529K |
| Utah Retirement Systems | 0.01% | Add +2.5% | 1,948 | $526K |
| Argonautica Private Wealth Management, Inc. | 0.17% | Reduce -13.5% | 1,935 | $522K |
| Commerce Bank | 0.00% | Add +3.7% | 1,863 | $503K |
| Hardy Reed LLC | 0.04% | No change | 1,854 | $501K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,842 | $497K |
| Cetera Trust Company, N.A | 0.29% | Add +5.8% | 1,820 | $491K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -37.4% | 1,741 | $470K |
| Greenleaf Trust | 0.00% | Reduce -3.0% | 1,727 | $466K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,720 | $464K |
| M&T Bank Corp | 0.00% | Add +11.7% | 1,705 | $460K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 1,700 | $458K |
| Hamilton Capital Partners Inc. | 0.02% | Add +33.0% | 1,690 | $456K |
| Waterway Wealth Management, LLC | 0.14% | Reduce -59.8% | 1,688 | $456K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,676 | $453K |
| DRW Securities, LLC | 0.03% | New | 1,583 | $427K |
| Savvy Advisors, Inc. | 0.03% | Add +33.6% | 1,560 | $421K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +7.8% | 1,553 | $419K |
| First Bank & Trust | 0.07% | Add +0.6% | 1,549 | $418K |
| Dorsey Wright & Associates | 0.10% | Reduce -95.6% | 1,534 | $414K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -98.2% | 1,505 | $406K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +96.7% | 1,483 | $400K |
| Alamea Verwaltungs GmbH | 0.30% | Reduce -20.8% | 1,481 | $400K |
| Toronto Dominion Bank | 0.00% | Add +0.8% | 1,453 | $393K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.8% | 1,442 | $389K |
| Callan Family Office, LLC | 0.01% | New | 1,441 | $389K |
| Kera Capital Partners, Inc. | 0.08% | New | 1,438 | $388K |
| Quadrant Capital Group LLC | 0.01% | Reduce -18.1% | 1,432 | $387K |
| Readystate Asset Management LP | 0.03% | New | 1,429 | $386K |
| Atria Investments, Inc | 0.00% | Reduce -83.2% | 1,429 | $386K |
| Foster & Motley Inc. | 0.02% | Reduce -53.8% | 1,418 | $383K |
| Net Worth Advisory Group | 0.08% | Add +11.9% | 1,405 | $379K |
| Bond & Devick Financial Network, Inc. | 0.13% | No change | 1,400 | $378K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.7% | 1,264 | $376K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.4% | 1,373 | $371K |
| HB Wealth Management, LLC | 0.00% | Reduce -10.2% | 1,361 | $367K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -6.4% | 1,347 | $364K |
| Denali Advisors LLC | 0.04% | Reduce -87.1% | 1,331 | $359K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.4% | 1,328 | $359K |
| Ethic Inc. | 0.01% | Reduce -40.5% | 1,323 | $356K |
| Shelton Capital Management | 0.01% | Reduce -3.1% | 1,268 | $342K |
| CI Investments Inc. | 0.00% | Reduce -4.3% | 1,258 | $340K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,126 | $338K |
| Fielder Capital Group LLC | 0.09% | Add +4.8% | 1,232 | $333K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 1,228 | $332K |
| Insight Wealth Partners, LLC | 0.18% | No change | 1,223 | $330K |
| Portside Wealth Group, LLC | 0.05% | New | 1,200 | $324K |
| Belpointe Asset Management LLC | 0.01% | Add +11.7% | 1,194 | $322K |
| CIBC Asset Management Inc | 0.00% | No change | 1,193 | $322K |
| Optas, LLC | 0.06% | New | 1,154 | $312K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -1.7% | 1,150 | $311K |
| Sivia Capital Partners, LLC | 0.10% | New | 1,138 | $307K |
| Sherbrooke Park Advisers LLC | 0.13% | Reduce -25.3% | 1,132 | $306K |
| Hilltop Holdings Inc. | 0.02% | New | 1,130 | $305K |
| Stephens Inc. | 0.00% | New | 1,118 | $302K |
| Certuity, LLC | 0.03% | New | 1,099 | $297K |
| Shell Asset Management Co. | 0.01% | Reduce -16.6% | 1,069 | $289K |
| Norden Group LLC | 0.03% | Reduce -17.2% | 1,061 | $286K |
| Harbor Investment Advisory, LLC | 0.03% | New | 1,060 | $286K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -3.7% | 1,050 | $284K |
| Evoke Wealth, LLC | 0.01% | New | 1,035 | $279K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -12.7% | 1,030 | $278K |
| Ritholtz Wealth Management | 0.01% | Reduce -8.5% | 1,018 | $275K |
| Heritage Wealth Management, Inc. | 0.09% | New | 1,000 | $270K |
| Courier Capital LLC | 0.02% | New | 1,000 | $270K |
| Moody Aldrich Partners LLC | 0.05% | Reduce -2.1% | 992 | $268K |
| Blue Trust, Inc. | 0.00% | Reduce -24.4% | 992 | $268K |
| KBC Group NV | 0.00% | Reduce -38.5% | 985 | $266K |
| Inceptionr LLC | 0.06% | Reduce -71.1% | 983 | $265K |
| NorthRock Partners, LLC | 0.01% | New | 980 | $265K |
| Wealthspire Advisors, LLC | 0.00% | New | 980 | $265K |
| Narus Financial Partners, LLC | 0.08% | New | 979 | $264K |
| Park Avenue Securities LLC | 0.00% | New | 976 | $264K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -35.9% | 975 | $263K |
| Whalen Wealth Management Inc. | 0.16% | New | 951 | $257K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 942 | $254K |
| Wedmont Private Capital | 0.01% | New | 860 | $252K |
| Swiss Life Asset Management Ltd | 0.00% | New | 934 | $252K |
| Summit Securities Group LLC | 0.09% | Add +92600.0% | 927 | $250K |
| Forum Financial Management, LP | 0.00% | New | 926 | $250K |
| Valeo Financial Advisors, LLC | 0.01% | New | 920 | $248K |
| GAMMA Investing LLC | 0.02% | Add +27.7% | 908 | $245K |
| Compound Planning, Inc. | 0.01% | New | 898 | $242K |
| Prelude Capital Management, LLC | 0.02% | New | 892 | $241K |
| Praxis Investment Management Inc. | 0.02% | New | 880 | $238K |
| Kendall Capital Management | 0.06% | New | 880 | $238K |
| Matauro, LLC | 0.04% | New | 876 | $237K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 862 | $233K |
| Investment House LLC | 0.01% | New | 850 | $230K |
| Retirement Guys Formula LLC | 0.09% | New | 847 | $229K |
| Profund Advisors LLC | 0.01% | New | 833 | $225K |
| Oppenheimer & Co. Inc. | 0.00% | New | 833 | $225K |
| Absolute Gestao de Investimentos Ltda. | 0.07% | New | 827 | $223K |
| IFP Advisors, Inc | 0.01% | Reduce -4.8% | 824 | $223K |
| Ausbil Investment Management Ltd | 0.13% | No change | 824 | $222K |
| Townsquare Capital LLC | 0.02% | Reduce -82.7% | 811 | $219K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 808 | $218K |
| Jones Financial Companies LLLP | 0.00% | Reduce -24.6% | 804 | $216K |
| Planned Solutions, Inc. | 0.08% | New | 800 | $216K |
| Choate Investment Advisors | 0.00% | New | 800 | $216K |
| Whittier Trust Co. | 0.00% | No change | 797 | $215K |
| Wealthstream Advisors, Inc. | 0.04% | New | 796 | $215K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -97.7% | 796 | $215K |
| Olympiad Research LP | 0.35% | New | 791 | $214K |
| Ingalls & Snyder LLC | 0.01% | New | 789 | $213K |
| National Bank of Canada | 0.00% | Reduce -99.1% | 784 | $212K |
| TD Private Client Wealth LLC | 0.01% | Reduce -70.9% | 780 | $211K |
| Brooklyn Investment Group | 0.03% | Add +4.6% | 776 | $210K |
| Transcend Capital Advisors, LLC | 0.02% | New | 767 | $207K |
| Joel Isaacson & Co., LLC | 0.01% | New | 758 | $205K |
| Dakota Wealth Management | 0.00% | New | 758 | $205K |
| AlphaQuest LLC | 0.02% | Reduce -91.6% | 711 | $192K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -5.3% | 710 | $192K |
| Arlington Trust Co LLC | 0.04% | No change | 699 | $189K |
| Parkside Financial Bank & Trust | 0.02% | Add +33.7% | 666 | $180K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 600 | $161K |
| Versant Capital Management, Inc | 0.02% | Add +63.3% | 539 | $146K |
| Allworth Financial LP | 0.00% | Add +84.8% | 449 | $121K |
| Huntington National Bank | 0.00% | Add +102.0% | 408 | $110K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.8% | 399 | $108K |
| UMB Bank, n.a. | 0.00% | Add +2.6% | 398 | $107K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -37.3% | 282 | $76K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 270 | $73K |
| MAI Capital Management | 0.00% | Add +165.6% | 255 | $69K |
| Westpac Banking Corp. | 0.00% | New | 245 | $66K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.8% | 243 | $66K |
| WealthCollab, LLC | 0.04% | Add +41.7% | 238 | $64K |
| Clearstead Advisors, LLC | 0.00% | Reduce -32.1% | 237 | $64K |
| Quarry LP | 0.02% | Add +670.0% | 231 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -60.8% | 227 | $61K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 226 | $61K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $59K |
| Signaturefd, LLC | 0.00% | Reduce -8.1% | 215 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +154.9% | 209 | $57K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -89.0% | 204 | $55K |
| Arax Advisory Partners | 0.00% | Add +9.3% | 189 | $51K |
| Piscataqua Savings Bank | 0.04% | No change | 180 | $49K |
| Bessemer Group Inc. | 0.00% | Add +77.8% | 176 | $48K |
| West Oak Capital, LLC | 0.02% | No change | 175 | $47K |
| Assetmark, Inc. | 0.00% | Reduce -17.8% | 166 | $45K |
| Maseco LLP | 0.00% | — | 159 | $43K |
| Key Financial Inc | 0.01% | No change | 152 | $41K |
| LRI Investments, LLC | 0.00% | No change | 129 | $35K |
| Hantz Financial Services, Inc. | 0.00% | Add +6200.0% | 126 | $34K |
| Addison Advisors LLC | 0.01% | Add +121.4% | 124 | $33K |
| Global Retirement Partners, LLC | 0.00% | — | 123 | $33K |
| Bell Investment Advisors, Inc | 0.01% | Add +6.2% | 120 | $32K |
| Osterweis Capital Management Inc. | 0.00% | New | 120 | $32K |
| Covestor Ltd | 0.02% | Add +131.4% | 118 | $32K |
| Optiver Holding B.V. | 0.00% | Add +2.7% | 115 | $31K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.2% | 118 | $31K |
| Tidemark, LLC | 0.01% | Add +352.0% | 113 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -39.1% | 112 | $30K |
| Principal Securities, Inc. | 0.00% | Add +22.0% | 111 | $30K |
| GeoWealth Management, LLC | 0.00% | Reduce -77.2% | 104 | $28K |
| Danske Bank A/S | 0.00% | New | 100 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | New | 99 | $27K |
| True Wealth Design, LLC | 0.01% | Add +360.0% | 92 | $25K |
| Hurley Capital, LLC | 0.02% | No change | 86 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 84 | $23K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 60 | $18K |
| Harbor Asset Planning, Inc. | 0.02% | — | 67 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 62 | $17K |
| Fortitude Family Office, LLC | 0.01% | New | 61 | $16K |
| NewEdge Advisors, LLC | 0.00% | Reduce -82.9% | 60 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $15K |
| Manchester Capital Management LLC | 0.00% | Reduce -97.3% | 50 | $14K |
| CoreCap Advisors, LLC | 0.00% | Reduce -50.0% | 49 | $13K |
| Hemington Wealth Management | 0.00% | Add +15.9% | 51 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 45 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +24.2% | 41 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 40 | $11K |
| Whipplewood Advisors, LLC | 0.01% | Add +660.0% | 38 | $10K |
| NewSquare Capital LLC | 0.00% | Reduce -29.6% | 38 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.3% | 38 | $10K |
| Capital A Wealth Management, LLC | 0.11% | Add +637.5% | 59 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 32 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $9K |
| Bfsg, LLC | 0.00% | No change | 32 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +11.5% | 29 | $8K |
| Scarborough Advisors, LLC | 0.00% | New | 26 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 25 | $7K |
| Decker Retirement Planning Inc. | 0.00% | New | 25 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 22 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $6K |
| Kestra Investment Management, LLC | 0.00% | New | 21 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +100.0% | 18 | $5K |
| Activest Wealth Management | 0.00% | Add +0.0% | 17 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 14 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -52.0% | 12 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 11 | $3K |
| Motco | 0.00% | New | 9 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -64.3% | 10 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +50.0% | 9 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -12.5% | 7 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +250.0% | 7 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Rothschild Investment LLC | 0.00% | Add +600.0% | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $2K |
| SouthState Bank Corp | 0.00% | Add +20.0% | 6 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -37.5% | 5 | $1K |
| Cromwell Holdings LLC | 0.00% | New | 5 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 4 | $1K |
| Proathlete Wealth Management LLC | 0.00% | New | 4 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 3 | $811 |
| Crewe Advisors LLC | 0.00% | No change | 3 | $811 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 3 | $810 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $810 |
| AdvisorNet Financial, Inc | 0.00% | New | 3 | $810 |
| Raleigh Capital Management Inc. | 0.00% | New | 2 | $542 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -71.4% | 2 | $541 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $540 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $540 |
| Larson Financial Group LLC | 0.00% | Reduce -80.0% | 2 | $540 |
| Atticus Wealth Management, LLC | 0.00% | New | 1 | $271 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $270 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 1 | $270 |
| Private Trust Co. NA | 0.00% | No change | 1 | $270 |
| Avion Wealth | 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.