Evercore Inc. Class AEVR
13F holders, Q3 2025 (September 30)628holders +62
123new positions
54sold out
6famous investors
$337.23avg. 13F price*
At the end of Q3 2025, 628 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 62 from Q2 2025. 123 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($1.2B) and Wellington Management Group LLP ($682.6M). 6 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $281.6M |
| Exits | 54 | $301.4M |
All 13F filers, Q2 2025 → Q3 2025: 4,474,972 shares bought and 4,905,097 shares sold, net −430,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 628 holders
| Vanguard Group Inc. | 0.02% | Add +1.7% | 3,902,188 | $1.3B |
| BlackRock, Inc. | 0.02% | Reduce -3.2% | 3,455,570 | $1.2B |
| Wellington Management Group LLP | 0.12% | Add +259.0% | 2,023,520 | $682.6M |
| Invesco Ltd. | 0.07% | Reduce -3.8% | 1,353,174 | $456.5M |
| Boston Partners | 0.43% | Reduce -27.4% | 1,248,973 | $421.2M |
| TD Asset Management Inc | 0.32% | Add +23.8% | 1,182,456 | $398.9M |
| State Street Corp. | 0.01% | Add +4.1% | 1,176,347 | $396.8M |
| AQR Capital Management | 0.21% | Add +10.9% | 967,804 | $326.5M |
| Geode Capital Management, LLC | 0.02% | Add +13.1% | 940,467 | $317.3M |
| FMR LLC | 0.01% | Reduce -1.4% | 850,442 | $286.9M |
| Morgan Stanley | 0.01% | Reduce -2.7% | 620,076 | $209.2M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -6.5% | 611,819 | $206.4M |
| Capital International Investors | 0.03% | Add +0.6% | 604,767 | $204.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -16.4% | 524,297 | $176.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -14.6% | 518,093 | $174.8M |
| Bahl & Gaynor LLC | 0.74% | Reduce -4.4% | 444,022 | $149.8M |
| Bain Capital Public Equity Management II, LLC | 6.85% | Add +75.5% | 434,209 | $146.5M |
| UBS Group AG | 0.03% | Add +117.3% | 402,692 | $135.8M |
| William Blair Investment Management, LLC | 0.33% | Reduce -5.5% | 373,148 | $125.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.2% | 356,869 | $120.4M |
| Lord, Abbett & Co. LLC | 0.37% | Add +173.8% | 354,108 | $119.4M |
| Northern Trust Corp. | 0.01% | Add +5.0% | 333,474 | $112.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +30.1% | 326,493 | $110.1M |
| Fisher Asset Management | 0.04% | Add +1.7% | 325,179 | $109.7M |
| Fuller & Thaler Asset Management, Inc. | 0.35% | Reduce -19.1% | 308,401 | $104.0M |
| Paralel Advisors LLC | 3.94% | No change | 300,000 | $101.2M |
| Channing Capital Management, LLC | 2.37% | Reduce -26.7% | 266,466 | $89.9M |
| Bank of America Corp. | 0.01% | Reduce -4.9% | 264,916 | $89.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -27.3% | 263,164 | $88.8M |
| Stephens Investment Management Group LLC | 1.07% | Reduce -17.8% | 245,310 | $82.7M |
| Millennium Management | 0.07% | Reduce -80.3% | 245,071 | $82.7M |
| Primecap Management Co. | 0.06% | Reduce -2.8% | 224,350 | $75.7M |
| Victory Capital Management Inc. | 0.04% | Add +4.1% | 212,048 | $71.5M |
| Macquarie Group Ltd. | 0.08% | Add +0.1% | 210,481 | $71.0M |
| Raymond James Financial Inc. | 0.02% | Add +1.0% | 197,244 | $66.5M |
| Schroder Investment Management Group | 0.05% | Reduce -10.3% | 180,309 | $61.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.15% | Add +148.6% | 175,992 | $59.4M |
| Balyasny Asset Management L.P. | 0.12% | Reduce -11.7% | 172,876 | $58.3M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -18.9% | 170,085 | $57.4M |
| Global Alpha Capital Management Ltd. | 3.13% | Reduce -0.6% | 162,435 | $54.8M |
| Artisan Partners Limited Partnership | 0.08% | New | 160,544 | $54.2M |
| Franklin Resources Inc. | 0.01% | Add +6.4% | 154,037 | $52.0M |
| TimesSquare Capital Management, LLC | 0.72% | Add +41.1% | 148,686 | $50.2M |
| Azora Capital LP | 2.02% | New | 128,954 | $43.5M |
| Royce & Associates LP | 0.41% | Reduce -15.6% | 123,333 | $41.6M |
| ProShare Advisors LLC | 0.08% | Reduce -33.7% | 116,866 | $39.4M |
| Artemis Investment Management LLP | 0.47% | New | 111,644 | $37.7M |
| Quantinno Capital Management LP | 0.10% | Add +18.6% | 111,578 | $37.6M |
| WCM Investment Management, LLC | 0.08% | Reduce -0.5% | 109,840 | $37.4M |
| Cramer Rosenthal McGlynn LLC | 2.40% | Reduce -16.8% | 110,575 | $37.3M |
| Braun Stacey Associates Inc. | 1.20% | Add +4.4% | 108,983 | $36.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.9% | 101,049 | $34.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -12.7% | 99,839 | $33.7M |
| Rhumbline Advisers | 0.03% | Add +3.1% | 99,501 | $33.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -33.8% | 94,309 | $31.8M |
| Walleye Capital LLC | 0.28% | Add +169.2% | 93,540 | $31.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -38.4% | 88,107 | $29.7M |
| Nuveen, LLC | 0.01% | Add +0.9% | 88,104 | $29.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -19.3% | 82,395 | $27.8M |
| Fort Washington Investment Advisors Inc. | 0.14% | Reduce -6.8% | 77,082 | $26.0M |
| Ieq Capital, LLC | 0.08% | Add +40.6% | 76,922 | $25.9M |
| Junto Capital Management LP | 0.54% | Reduce -60.7% | 76,518 | $25.8M |
| Canada Pension Plan Investment Board | 0.02% | Add +12.6% | 76,207 | $25.7M |
| Sei Investments Co. | 0.03% | Reduce -3.1% | 75,430 | $25.4M |
| Swiss National Bank | 0.01% | Add +8.5% | 75,000 | $25.3M |
| Ceredex Value Advisors LLC | 0.57% | Reduce -43.6% | 73,425 | $24.8M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -11.9% | 73,015 | $24.6M |
| Bridgewater Associates | 0.09% | Add +1402.9% | 71,283 | $24.0M |
| State of Wisconsin Investment Board | 0.05% | Add +4.5% | 70,171 | $23.7M |
| Janus Henderson Group PLC | 0.01% | Add +44.0% | 69,856 | $23.6M |
| Basswood Capital Management, L.L.C. | 1.09% | Reduce -27.8% | 69,797 | $23.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.7% | 69,321 | $23.4M |
| Legal & General Group Plc | 0.01% | Add +0.8% | 68,393 | $23.1M |
| California Public Employees Retirement System | 0.01% | Add +1.9% | 68,359 | $23.1M |
| Kettle Hill Capital Management, LLC | 5.01% | Add +0.9% | 66,047 | $22.3M |
| Neuberger Berman Group LLC | 0.02% | Add +1056.8% | 64,585 | $21.8M |
| Empire Life Investments Inc. | 1.25% | Add +0.2% | 63,384 | $21.4M |
| Barclays PLC | 0.01% | Add +155.6% | 63,118 | $21.3M |
| Alliancebernstein L.P. | 0.01% | Add +3.8% | 60,619 | $20.4M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -13.0% | 59,351 | $20.0M |
| Cookson Peirce & Co. Inc. | 0.82% | Add +5981.4% | 59,294 | $20.0M |
| Two Sigma Advisers, LP | 0.04% | Reduce -34.0% | 58,100 | $19.6M |
| Man Group plc | 0.04% | Add +6.5% | 57,024 | $19.2M |
| Epoch Investment Partners, Inc. | 0.11% | Add +0.1% | 56,768 | $19.1M |
| Los Angeles Capital Management LLC | 0.06% | New | 56,057 | $18.9M |
| GW&K Investment Management, LLC | 0.17% | Reduce -0.1% | 56,055 | $18.9M |
| CCM Investment Advisers LLC | 1.86% | Reduce -0.4% | 55,812 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 55,151 | $18.6M |
| STRS Ohio | 0.07% | Reduce -38.9% | 54,881 | $18.5M |
| Covea Finance | 0.64% | New | 54,800 | $18.5M |
| Susquehanna Portfolio Strategies, LLC | 0.29% | No change | 54,206 | $18.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 52,018 | $17.5M |
| American Century Companies Inc. | 0.01% | Add +2.8% | 51,262 | $17.3M |
| Marsico Capital Management LLC | 0.44% | New | 50,839 | $17.1M |
| Cerity Partners LLC | 0.03% | Add +21.3% | 50,065 | $16.9M |
| Wells Fargo & Company | 0.00% | Reduce -10.8% | 49,985 | $16.9M |
| Agf Management Ltd. | 0.07% | Add +0.1% | 49,636 | $16.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +3.7% | 49,170 | $16.6M |
| Allianz Asset Management GmbH | 0.02% | Add +8.1% | 48,332 | $16.3M |
| Thames Capital Management LLC | 2.30% | Add +119.6% | 46,881 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.7% | 46,319 | $15.6M |
| Frontier Capital Management Co. LLC | 0.14% | Add +4.1% | 45,863 | $15.5M |
| Granite Investment Partners, LLC | 0.80% | Reduce -35.1% | 41,983 | $14.2M |
| Cresset Asset Management, LLC | 0.06% | Add +0.4% | 40,780 | $13.8M |
| Bokf, NA | 0.21% | Reduce -3.5% | 40,648 | $13.7M |
| Leeward Investments, LLC - MA | 0.68% | Reduce -3.5% | 39,558 | $13.3M |
| Jackson Wealth Management, LLC | 1.33% | Add +1.3% | 39,458 | $13.3M |
| Morse Asset Management, Inc | 2.62% | Reduce -1.5% | 38,610 | $13.0M |
| Glenmede Investment Management, LP | 0.06% | Reduce -44.2% | 38,266 | $12.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.4% | 37,138 | $12.5M |
| Peregrine Capital Management LLC | 0.38% | Reduce -21.6% | 37,090 | $12.5M |
| Driehaus Capital Management LLC | 0.09% | New | 36,980 | $12.5M |
| California State Teachers Retirement System | 0.01% | Add +7.6% | 36,282 | $12.2M |
| Natixis Advisors, LLC | 0.02% | Add +6.1% | 36,277 | $12.2M |
| Boston Trust Walden Corp | 0.09% | Reduce -82.4% | 35,729 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +42.8% | 34,990 | $11.8M |
| Public Employees Retirement System of Ohio | 0.04% | Add +82.8% | 34,846 | $11.8M |
| Cwm, LLC | 0.03% | Add +85.9% | 33,487 | $11.3M |
| Verdence Capital Advisors LLC | 0.62% | Reduce -0.9% | 32,816 | $10.8M |
| Castleark Management LLC | 0.29% | Add +13.4% | 31,086 | $10.5M |
| Appleton Partners Inc. | 0.69% | Add +0.8% | 30,638 | $10.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.2% | 29,945 | $10.2M |
| Van Eck Associates Corp. | 0.01% | Add +2.4% | 29,063 | $9.8M |
| Voya Investment Management LLC | 0.01% | Reduce -16.5% | 28,949 | $9.8M |
| Bain Capital Public Equity, LP | 6.18% | Add +68.6% | 28,938 | $9.8M |
| Nitorum Capital, L.P. | 1.67% | Reduce -31.1% | 28,188 | $9.5M |
| Syon Capital LLC | 0.51% | Reduce -11.3% | 28,022 | $9.5M |
| Freestone Grove Partners LP | 0.07% | New | 27,312 | $9.2M |
| Picton Mahoney Asset Management | 0.11% | Reduce -11.2% | 26,513 | $8.9M |
| Peregrine Investment Management Inc. | 4.34% | Add +1.4% | 26,160 | $8.8M |
| Edgestream Partners, L.P. | 0.25% | Add +80.3% | 25,565 | $8.6M |
| Sarasin & Partners LLP | 0.08% | No change | 25,000 | $8.5M |
| Focus Partners Wealth | 0.01% | Add +11.0% | 25,663 | $8.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.42% | Reduce -19.1% | 24,995 | $8.4M |
| Cinctive Capital Management LP | 0.41% | Reduce -19.6% | 24,607 | $8.3M |
| Two Sigma Investments, LP | 0.01% | Add +162.2% | 24,241 | $8.2M |
| Bank of Montreal | 0.00% | Add +210.3% | 24,063 | $8.1M |
| First Trust Advisors LP | 0.01% | Reduce -38.7% | 23,792 | $8.0M |
| Lighthouse Investment Partners, LLC | 0.28% | Add +9.7% | 22,964 | $7.7M |
| Prana Capital Management, LP | 0.25% | Reduce -23.4% | 22,416 | $7.6M |
| Zacks Investment Management | 0.06% | Add +18.6% | 22,307 | $7.5M |
| LPL Financial LLC | 0.00% | Add +126.6% | 22,193 | $7.5M |
| Advisors Capital Management, LLC | 0.09% | Add +2.5% | 22,144 | $7.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +461.8% | 21,931 | $7.4M |
| Pinnacle Associates Ltd. | 0.10% | Add +8.8% | 21,705 | $7.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.7% | 21,419 | $7.2M |
| Gotham Asset Management | 0.03% | Reduce -1.8% | 20,794 | $7.0M |
| Axxcess Wealth Management, LLC | 0.14% | Add +5.7% | 20,195 | $6.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +18.7% | 20,018 | $6.8M |
| Tribune Investment Group LP | 3.27% | New | 20,000 | $6.7M |
| MetLife Investment Management, LLC | 0.03% | Add +2.3% | 19,811 | $6.7M |
| Mariner, LLC | 0.01% | Add +44.2% | 18,557 | $6.3M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | No change | 18,222 | $6.1M |
| Amalgamated Bank | 0.04% | Add +6.5% | 17,911 | $6.0M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -0.3% | 17,825 | $6.0M |
| University of Texas/Texas Am Investment Management Co. | 0.84% | Reduce -28.5% | 17,171 | $5.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +16.5% | 16,318 | $5.5M |
| Arax Advisory Partners | 0.08% | Add +8473.0% | 16,203 | $5.5M |
| Prescott Group Capital Management, L.L.C. | 0.57% | No change | 16,137 | $5.4M |
| Alps Advisors Inc. | 0.03% | Reduce -56.3% | 16,087 | $5.4M |
| Verition Fund Management LLC | 0.03% | Add +10.6% | 15,812 | $5.3M |
| Advisory Services Network, LLC | 0.08% | Add +17.2% | 15,782 | $5.3M |
| Creative Planning | 0.00% | Add +115.9% | 15,415 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +21.0% | 15,039 | $5.1M |
| Harbor Advisors LLC | 0.78% | No change | 15,000 | $5.1M |
| Tremblant Capital Group | 0.52% | Reduce -14.2% | 14,909 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 14,365 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +19.6% | 14,927 | $4.8M |
| Teacher Retirement System of Texas | 0.02% | Add +0.5% | 14,039 | $4.7M |
| Marshall Wace, LLP | 0.01% | Add +19.4% | 13,960 | $4.7M |
| Guggenheim Capital LLC | 0.03% | Reduce -26.3% | 13,687 | $4.6M |
| Bridges Investment Management Inc. | 0.06% | Add +6.4% | 13,505 | $4.6M |
| Centric Wealth Management | 1.01% | Reduce -1.2% | 15,347 | $4.5M |
| Comerica Bank | 0.02% | Reduce -6.8% | 13,372 | $4.5M |
| Dorsey Wright & Associates | 1.00% | Add +763.3% | 13,243 | $4.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 13,000 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 12,937 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +8.8% | 12,774 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -0.4% | 12,625 | $4.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +5613.6% | 12,570 | $4.2M |
| Bridge City Capital, LLC | 1.13% | Reduce -1.6% | 12,563 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -25.1% | 12,545 | $4.2M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.0% | 12,511 | $4.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +1.1% | 12,440 | $4.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +98.0% | 12,529 | $4.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +19.6% | 11,975 | $4.0M |
| US Bancorp \de | 0.00% | Reduce -8.0% | 11,918 | $4.0M |
| Landscape Capital Management, L.L.C. | 0.25% | Add +177.3% | 11,842 | $4.0M |
| Summit Wealth Group LLC / Co. | 0.42% | New | 19,614 | $4.0M |
| SRH Advisors, LLC | 1.14% | No change | 11,525 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +2.5% | 11,482 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +10.3% | 11,476 | $3.9M |
| Arizona State Retirement System | 0.02% | Add +8.4% | 11,439 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -26.1% | 11,194 | $3.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -62.5% | 11,042 | $3.7M |
| Waratah Capital Advisors Ltd. | 0.25% | Reduce -83.3% | 10,901 | $3.7M |
| Capital Fund Management S.A. | 0.04% | Reduce -76.7% | 10,853 | $3.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 10,736 | $3.6M |
| Louisiana State Employees Retirement System | 0.06% | Add +5.9% | 10,700 | $3.6M |
| F/m Investments LLC | 0.14% | Reduce -1.2% | 10,491 | $3.5M |
| EFG Asset Management (North America) Corp. | 0.46% | Reduce -31.9% | 10,442 | $3.5M |
| Campbell Newman Asset Management Inc. | 0.25% | Add +0.4% | 10,227 | $3.4M |
| Laurion Capital Management LP | 0.50% | New | 10,074 | $3.4M |
| Holocene Advisors, LP | 0.01% | Reduce -94.3% | 9,926 | $3.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.2% | 9,906 | $3.3M |
| Public Sector Pension Investment Board | 0.01% | New | 9,900 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 9,869 | $3.3M |
| Corient Private Wealth LP | 0.01% | Add +9.1% | 9,652 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.3% | 9,641 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +6.4% | 9,448 | $3.2M |
| Amundi | 0.00% | New | 9,784 | $3.2M |
| Triasima Portfolio Management inc. | 0.48% | New | 9,428 | $3.2M |
| Eagle Rock Investment Company, LLC | 0.47% | No change | 9,268 | $3.1M |
| Fifth Third Bancorp | 0.01% | Reduce -2.9% | 9,248 | $3.1M |
| State of Michigan Retirement System | 0.01% | Add +7.0% | 9,205 | $3.1M |
| Handelsbanken Fonder AB | 0.01% | No change | 9,137 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +118.6% | 9,109 | $3.1M |
| Essex Investment Management Co. LLC | 0.46% | Reduce -15.2% | 8,958 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 8,835 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +7.2% | 8,604 | $2.9M |
| Renaissance Technologies | 0.00% | New | 8,500 | $2.9M |
| HSBC Holdings PLC | 0.00% | Add +42.1% | 8,565 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -24.0% | 8,297 | $2.8M |
| James Investment Research, Inc. | 0.30% | Add +20.8% | 8,184 | $2.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +9.5% | 8,100 | $2.7M |
| New Mexico Educational Retirement Board | 0.08% | Add +9.6% | 8,000 | $2.7M |
| Credit Agricole S A | 0.01% | — | 7,996 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -19.6% | 7,735 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +4.8% | 7,732 | $2.6M |
| Hager Investment Management Services, LLC | 1.40% | Add +17.8% | 7,696 | $2.6M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -2.9% | 7,551 | $2.5M |
| CPC Advisors, LLC | 0.27% | Reduce -19.9% | 7,539 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +68.3% | 7,354 | $2.5M |
| DGS Capital Management, LLC | 0.45% | Add +5.8% | 7,340 | $2.5M |
| Inspire Investing, LLC | 0.24% | Add +65.7% | 7,293 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -34.3% | 7,257 | $2.4M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +3.9% | 7,235 | $2.4M |
| Hancock Whitney Corp. | 0.04% | Reduce -30.5% | 7,165 | $2.4M |
| Washington Trust Advisors, Inc. | 0.18% | No change | 7,045 | $2.4M |
| Sargent Investment Group, LLC | 0.34% | No change | 7,004 | $2.4M |
| Monument Capital Management | 0.59% | New | 6,938 | $2.3M |
| South Dakota Investment Council | 0.04% | No change | 6,817 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +5.7% | 6,669 | $2.2M |
| Pallas Capital Advisors LLC | 0.08% | Add +0.1% | 6,586 | $2.2M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -16.9% | 6,502 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 6,468 | $2.2M |
| Radnor Capital Management, LLC | 0.33% | Reduce -1.8% | 6,450 | $2.2M |
| Princeton Capital Management LLC | 0.58% | Reduce -0.9% | 6,408 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | New | 6,180 | $2.1M |
| Cadence Bank | 0.12% | No change | 5,944 | $2.0M |
| Legato Capital Management LLC | 0.22% | Reduce -9.0% | 5,871 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +80.2% | 5,868 | $2.0M |
| Algert Global LLC | 0.03% | Reduce -47.5% | 5,759 | $1.9M |
| Private Client Services, LLC | 0.64% | New | 5,668 | $1.9M |
| Valley National Advisers Inc. | 0.30% | Reduce -2.1% | 5,657 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.6% | 5,535 | $1.9M |
| MAI Capital Management | 0.01% | Add +2068.2% | 5,529 | $1.9M |
| Croban | 1.20% | Reduce -2.9% | 5,354 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +63.1% | 5,131 | $1.7M |
| Catalyst Capital Advisors LLC | 0.03% | New | 5,100 | $1.7M |
| QSV Equity Investors LLC | 1.76% | Reduce -35.1% | 5,094 | $1.7M |
| Summit Place Financial Advisors, LLC | 0.79% | No change | 4,974 | $1.7M |
| Sit Investment Associates Inc. | 0.03% | No change | 4,865 | $1.6M |
| Angeles Wealth Management, LLC | 0.10% | No change | 4,813 | $1.6M |
| Intech Investment Management LLC | 0.01% | Reduce -89.9% | 4,798 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +0.5% | 4,734 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.0% | 4,588 | $1.5M |
| Cornerstone Investment Partners, LLC | 0.06% | Add +0.8% | 4,410 | $1.5M |
| Buckhead Capital Management LLC | 0.54% | No change | 4,407 | $1.5M |
| Essential Partners LLC | 0.48% | Add +11.0% | 4,308 | $1.5M |
| Freedom Day Solutions, LLC | 0.39% | Add +3.8% | 4,232 | $1.4M |
| Xponance LLC | 0.01% | Add +2.8% | 4,218 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 4,200 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +3.0% | 4,168 | $1.4M |
| Nicholas Investment Partners, LP | 0.12% | Add +74.4% | 4,108 | $1.4M |
| First Eagle Investment Management, LLC | 0.00% | Reduce -23.4% | 4,090 | $1.4M |
| Sandler Capital Management | 0.51% | Reduce -11.1% | 4,088 | $1.4M |
| WINTON GROUP Ltd | 0.05% | Reduce -86.4% | 4,010 | $1.4M |
| Whalen Wealth Management Inc. | 0.79% | Add +319.9% | 3,993 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -82.5% | 3,927 | $1.3M |
| Caxton Associates LLP | 0.04% | New | 3,899 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.31% | Reduce -18.7% | 3,813 | $1.3M |
| Martingale Asset Management L P | 0.03% | Add +7.5% | 3,785 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.0% | 3,847 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +20.9% | 3,727 | $1.3M |
| Great Diamond Partners, LLC | 0.24% | Add +1.2% | 3,675 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +53.4% | 3,629 | $1.2M |
| Trivant Custom Portfolio Group, LLC | 0.62% | Reduce -0.4% | 3,593 | $1.2M |
| O'Neil Global Advisors, Inc. | 0.22% | New | 3,572 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -5.3% | 3,554 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 3,484 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +58.9% | 3,668 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Add +2.7% | 3,448 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.1% | 3,443 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,414 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 3,369 | $1.1M |
| Ransom Advisory, Ltd | 0.51% | Reduce -2.9% | 3,350 | $1.1M |
| BNP Paribas | 0.03% | Reduce -3.3% | 3,335 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.0% | 3,264 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -19.3% | 3,247 | $1.1M |
| Legend Financial Advisors, Inc. | 0.67% | Add +1.3% | 3,246 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +34.8% | 3,258 | $1.1M |
| Hudson Edge Investment Partners Inc. | 0.17% | Reduce -5.9% | 3,164 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +118.7% | 3,125 | $1.1M |
| Zions Bancorporation, National Association | 0.05% | Add +2.0% | 3,110 | $1.0M |
| Encompass More Asset Management | 0.20% | New | 3,063 | $1.0M |
| Coldstream Capital Management Inc. | 0.01% | Add +6.2% | 3,017 | $1.0M |
| PenderFund Capital Management Ltd. | 0.39% | New | 3,000 | $1.0M |
| Swedbank AB | 0.00% | No change | 3,000 | $1.0M |
| Banque Pictet & Cie SA | 0.01% | Reduce -0.6% | 2,910 | $982K |
| Intrust Bank NA | 0.08% | Reduce -0.6% | 2,898 | $978K |
| Securian Asset Management, Inc. | 0.03% | Add +5.0% | 2,891 | $975K |
| O'ROURKE & COMPANY, Inc | 0.40% | Reduce -5.5% | 2,811 | $948K |
| Krilogy Financial LLC | 0.04% | New | 3,119 | $947K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 2,686 | $906K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -48.1% | 2,659 | $897K |
| BOK Financial Private Wealth, Inc. | 0.06% | Reduce -3.0% | 2,643 | $892K |
| Vident Advisory, LLC | 0.01% | Add +3.6% | 2,633 | $888K |
| Entropy Technologies, LP | 0.07% | New | 2,600 | $877K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.0% | 2,507 | $846K |
| Equitable Holdings, Inc. | 0.01% | Add +3.4% | 2,412 | $814K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.9% | 2,263 | $763K |
| Keybank National Association | 0.00% | Add +0.6% | 2,146 | $724K |
| Aviance Capital Partners, LLC | 0.09% | Reduce -10.1% | 2,128 | $718K |
| Summit Financial, LLC | 0.01% | Reduce -1.9% | 2,111 | $712K |
| Mgo One Seven LLC | 0.02% | New | 2,101 | $709K |
| HB Wealth Management, LLC | 0.00% | Add +53.0% | 2,083 | $703K |
| Daiwa Securities Group Inc. | 0.00% | New | 2,080 | $702K |
| SG Americas Securities, LLC | 0.00% | Reduce -18.5% | 2,079 | $701K |
| XTX Topco Ltd | 0.04% | New | 2,076 | $700K |
| Pier Capital, LLC | 0.11% | Reduce -43.8% | 2,071 | $699K |
| Savvy Advisors, Inc. | 0.03% | Add +32.7% | 2,070 | $698K |
| Pitcairn Co. | 0.05% | Reduce -15.5% | 2,038 | $687K |
| Precision Wealth Strategies, LLC | 0.22% | New | 2,036 | $687K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -8.8% | 2,032 | $685K |
| PDT Partners, LLC | 0.04% | No change | 2,000 | $675K |
| Choreo, LLC | 0.01% | Reduce -24.0% | 1,992 | $672K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -7.3% | 1,986 | $670K |
| Jump Financial, LLC | 0.01% | New | 1,953 | $659K |
| Utah Retirement Systems | 0.01% | No change | 1,948 | $657K |
| Argonautica Private Wealth Management, Inc. | 0.19% | No change | 1,935 | $653K |
| Hardy Reed LLC | 0.05% | No change | 1,854 | $625K |
| Maryland State Retirement & Pension System | 0.01% | Add +9.7% | 1,839 | $620K |
| VestGen Investment Management | 0.37% | New | 1,820 | $614K |
| Cetera Trust Company, N.A | 0.34% | No change | 1,820 | $614K |
| Commerce Bank | 0.00% | Reduce -4.5% | 1,780 | $600K |
| Swiss Life Asset Management Ltd | 0.00% | Add +90.5% | 1,779 | $600K |
| Caprock Group, LLC | 0.01% | — | 1,827 | $589K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,720 | $580K |
| Northwest & Ethical Investments L.P. | 0.01% | No change | 1,700 | $579K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +15.7% | 1,716 | $579K |
| Kera Capital Partners, Inc. | 0.09% | Add +18.3% | 1,701 | $574K |
| Greenleaf Trust | 0.01% | Reduce -1.7% | 1,697 | $572K |
| Toronto Dominion Bank | 0.00% | Add +14.9% | 1,670 | $569K |
| Harbor Investment Advisory, LLC | 0.05% | Add +58.0% | 1,675 | $565K |
| Dakota Wealth Management | 0.01% | Add +118.1% | 1,653 | $558K |
| AE Wealth Management LLC | 0.00% | Reduce -23.5% | 1,631 | $551K |
| NorthRock Partners, LLC | 0.01% | Add +63.7% | 1,604 | $541K |
| Jane Street Group, LLC | 0.00% | Reduce -50.8% | 1,565 | $528K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -6.0% | 1,680 | $504K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.8% | 1,493 | $504K |
| Ethic Inc. | 0.01% | Add +10.3% | 1,459 | $492K |
| Callan Family Office, LLC | 0.02% | Add +1.3% | 1,459 | $492K |
| Quadrant Capital Group LLC | 0.02% | Add +1.8% | 1,457 | $491K |
| Alamea Verwaltungs GmbH | 0.33% | Reduce -2.0% | 1,451 | $489K |
| Aviva PLC | 0.00% | Reduce -26.3% | 1,443 | $487K |
| Optimize Financial Inc. | 0.25% | New | 1,416 | $478K |
| Bond & Devick Financial Network, Inc. | 0.14% | No change | 1,400 | $472K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,397 | $471K |
| Chicago Partners Investment Group LLC | 0.01% | Add +28.6% | 1,448 | $466K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,368 | $462K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 1,344 | $453K |
| Net Worth Advisory Group | 0.13% | Reduce -5.0% | 1,334 | $450K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -58.9% | 1,329 | $448K |
| Aster Capital Management (DIFC) Ltd | 0.23% | New | 1,326 | $447K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.8% | 1,317 | $444K |
| First Bank & Trust | 0.07% | Reduce -15.3% | 1,312 | $443K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -24.0% | 1,284 | $433K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,335 | $433K |
| Sivia Capital Partners, LLC | 0.12% | Add +12.5% | 1,280 | $432K |
| Jones Financial Companies LLLP | 0.00% | Add +56.7% | 1,260 | $431K |
| Ritholtz Wealth Management | 0.01% | Add +25.3% | 1,276 | $430K |
| Shelton Capital Management | 0.01% | No change | 1,268 | $428K |
| Vinva Investment Management Ltd | 0.01% | New | 822 | $426K |
| Insight Wealth Partners, LLC | 0.19% | Add +2.5% | 1,254 | $423K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.7% | 1,249 | $421K |
| Fielder Capital Group LLC | 0.09% | Add +0.2% | 1,234 | $416K |
| Belpointe Asset Management LLC | 0.02% | Add +1.8% | 1,215 | $410K |
| Fieldview Capital Management, LLC | 0.07% | Reduce -91.5% | 1,212 | $409K |
| CIBC Asset Management Inc | 0.00% | No change | 1,193 | $402K |
| Certuity, LLC | 0.03% | Add +8.6% | 1,193 | $402K |
| Caerus Investment Advisors, LLC | 0.16% | New | 1,160 | $391K |
| Walleye Trading LLC | 0.01% | New | 1,158 | $391K |
| Hilltop Holdings Inc. | 0.02% | Add +1.4% | 1,146 | $387K |
| Optas, LLC | 0.07% | Reduce -0.7% | 1,146 | $387K |
| Portside Wealth Group, LLC | 0.05% | Reduce -4.8% | 1,143 | $386K |
| Evergreen Capital Management LLC | 0.01% | New | 1,143 | $386K |
| NewEdge Wealth, LLC | 0.01% | Add +0.1% | 1,265 | $384K |
| CI Investments Inc. | 0.00% | Reduce -10.1% | 1,131 | $382K |
| Empowered Funds, LLC | 0.00% | New | 1,130 | $381K |
| Acadian Asset Management LLC | 0.00% | New | 1,129 | $380K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -2.2% | 1,125 | $379K |
| Foster & Motley Inc. | 0.02% | Reduce -20.7% | 1,125 | $379K |
| Elevated Capital Advisors, LLC | 0.09% | New | 1,115 | $376K |
| Aaron Wealth Advisors LLC | 0.02% | New | 1,108 | $374K |
| Stephens Inc. | 0.00% | Reduce -0.9% | 1,108 | $374K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -83.0% | 1,103 | $372K |
| M&T Bank Corp | 0.00% | Reduce -36.3% | 1,086 | $366K |
| KBC Group NV | 0.00% | Add +10.2% | 1,085 | $366K |
| Evoke Wealth, LLC | 0.01% | Add +4.4% | 1,081 | $365K |
| Waddell & Associates, LLC | 0.03% | New | 1,058 | $357K |
| Centurion Wealth Management LLC | 0.08% | New | 1,050 | $354K |
| Gateway Investment Advisers LLC | 0.00% | No change | 1,050 | $354K |
| GAMMA Investing LLC | 0.02% | Add +15.5% | 1,049 | $354K |
| Harvest Investment Services, LLC | 0.07% | New | 1,047 | $353K |
| Compound Planning, Inc. | 0.01% | Add +15.9% | 1,041 | $351K |
| SageView Advisory Group, LLC | 0.01% | New | 1,039 | $350K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 1,027 | $346K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,023 | $345K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -1.1% | 1,019 | $344K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +8.0% | 1,017 | $343K |
| Heritage Wealth Management, Inc. | 0.10% | No change | 1,000 | $337K |
| Versor Investments LP | 0.06% | New | 1,000 | $337K |
| Courier Capital LLC | 0.02% | No change | 1,000 | $337K |
| Moody Aldrich Partners LLC | 0.06% | Reduce -0.3% | 989 | $334K |
| Norden Group LLC | 0.03% | Reduce -6.9% | 988 | $333K |
| Narus Financial Partners, LLC | 0.09% | No change | 979 | $330K |
| Transcend Capital Advisors, LLC | 0.02% | Add +27.1% | 975 | $329K |
| Tidal Investments LLC | 0.00% | Reduce -62.5% | 973 | $328K |
| Rothschild Investment LLC | 0.02% | Add +13785.7% | 972 | $328K |
| NewEdge Advisors, LLC | 0.00% | Add +1503.3% | 962 | $325K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.9% | 947 | $319K |
| Inscription Capital, LLC | 0.03% | New | 931 | $314K |
| Perigon Wealth Management, LLC | 0.01% | New | 931 | $314K |
| Integrated Wealth Concepts LLC | 0.00% | New | 929 | $313K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 927 | $313K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -40.4% | 926 | $312K |
| Dundas Partners LLP | 0.02% | New | 917 | $309K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -6.7% | 914 | $308K |
| Prelude Capital Management, LLC | 0.02% | Add +1.9% | 909 | $307K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.1% | 907 | $306K |
| Profund Advisors LLC | 0.01% | Add +8.4% | 903 | $305K |
| Cibc World Market Inc. | 0.00% | New | 899 | $303K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +4.1% | 897 | $303K |
| Blue Trust, Inc. | 0.00% | Reduce -9.6% | 897 | $303K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 951 | $302K |
| &partners | 0.00% | New | 893 | $301K |
| Praxis Investment Management Inc. | 0.02% | No change | 880 | $297K |
| Jefferies Financial Group Inc. | 0.00% | Add +9.6% | 872 | $294K |
| Olympiad Research LP | 0.41% | Add +9.6% | 867 | $292K |
| Investment House LLC | 0.01% | No change | 850 | $287K |
| Wedmont Private Capital | 0.01% | Add +2.3% | 880 | $285K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.1% | 842 | $284K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +2.2% | 826 | $279K |
| Kendall Capital Management | 0.06% | Reduce -6.3% | 825 | $278K |
| Brown Miller Wealth Management, LLC | 0.08% | New | 807 | $272K |
| Wealthstream Advisors, Inc. | 0.04% | Add +1.3% | 806 | $272K |
| Parcion Private Wealth LLC | 0.02% | New | 801 | $270K |
| Planned Solutions, Inc. | 0.09% | No change | 800 | $270K |
| Anb Bank | 0.11% | New | 797 | $269K |
| Ingalls & Snyder LLC | 0.01% | No change | 789 | $266K |
| Benjamin Edwards Inc. | 0.00% | New | 787 | $265K |
| Whittier Trust Co. | 0.00% | No change | 797 | $262K |
| Allworth Financial LP | 0.00% | Add +69.9% | 763 | $257K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 760 | $256K |
| Matauro, LLC | 0.04% | Reduce -13.5% | 758 | $256K |
| Vise Technologies, Inc. | 0.01% | New | 757 | $255K |
| Destination Wealth Management | 0.01% | New | 755 | $255K |
| SYM FINANCIAL Corp | 0.03% | New | 747 | $252K |
| Lido Advisors, LLC | 0.00% | New | 746 | $252K |
| Meeder Advisory Services, Inc. | 0.01% | New | 744 | $251K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 715 | $241K |
| Earned Wealth Advisors, LLC | 0.04% | New | 709 | $239K |
| Trust Point Inc. | 0.02% | New | 706 | $238K |
| Voleon Capital Management LP | 0.01% | New | 701 | $236K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 700 | $236K |
| Arlington Trust Co LLC | 0.04% | No change | 699 | $236K |
| United Capital Financial Advisors, LLC | 0.00% | New | 695 | $234K |
| Cooper Financial Group | 0.03% | New | 693 | $234K |
| OneDigital Investment Advisors LLC | 0.00% | New | 689 | $232K |
| Retirement Guys Formula LLC | 0.08% | Reduce -19.6% | 681 | $230K |
| Waverly Advisors, LLC | 0.00% | New | 677 | $228K |
| Denali Advisors LLC | 0.03% | Reduce -49.3% | 675 | $228K |
| AlphaQuest LLC | 0.01% | Reduce -5.5% | 672 | $227K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 670 | $226K |
| Argent Trust Co | 0.01% | New | 669 | $226K |
| Abel Hall, LLC | 0.09% | New | 668 | $225K |
| Rafferty Asset Management, LLC | 0.00% | New | 667 | $225K |
| Dark Forest Capital Management LP | 0.01% | New | 663 | $224K |
| Keystone Financial Services | 0.07% | New | 659 | $222K |
| Mutual Advisors, LLC | 0.00% | New | 695 | $221K |
| Baker Avenue Asset Management, LP | 0.01% | New | 646 | $218K |
| Cambria Investment Management, L.P. | 0.01% | New | 644 | $217K |
| Cypress Capital, LLC | 0.06% | New | 641 | $216K |
| HUB Investment Partners, LLC | 0.01% | New | 637 | $215K |
| Moody National Bank Trust Division | 0.02% | New | 636 | $215K |
| GW Henssler & Associates Ltd. | 0.01% | New | 633 | $214K |
| Vestcor Inc | 0.01% | Reduce -73.9% | 629 | $212K |
| Hohimer Wealth Management, LLC | 0.03% | New | 622 | $210K |
| Brooklyn Investment Group | 0.03% | No change | 776 | $209K |
| Adell Harriman & Carpenter Inc. | 0.01% | New | 613 | $207K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -14.1% | 610 | $206K |
| Quantum Financial Advisors, LLC | 0.03% | New | 610 | $206K |
| waypoint wealth counsel | 0.08% | New | 603 | $203K |
| Snowden Capital Advisors LLC | 0.01% | New | 601 | $203K |
| Kingsview Wealth Management, LLC | 0.00% | New | 599 | $202K |
| Old National Bancorp | 0.00% | New | 593 | $200K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.0% | 577 | $195K |
| Versant Capital Management, Inc | 0.03% | Add +2.8% | 554 | $187K |
| CIBC Private Wealth Group LLC | 0.00% | Add +35.1% | 539 | $182K |
| National Bank of Canada | 0.00% | Reduce -33.8% | 519 | $175K |
| Global Retirement Partners, LLC | 0.00% | Add +304.1% | 497 | $168K |
| State of Wyoming | 0.02% | Reduce -76.6% | 495 | $167K |
| IFP Advisors, Inc | 0.00% | Reduce -45.0% | 453 | $153K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +114.3% | 448 | $151K |
| Shell Asset Management Co. | 0.01% | Reduce -61.4% | 413 | $139K |
| Farther Finance Advisors, LLC | 0.00% | Add +78.8% | 406 | $137K |
| UMB Bank, n.a. | 0.00% | Add +1.3% | 403 | $136K |
| Hantz Financial Services, Inc. | 0.00% | Add +191.3% | 367 | $124K |
| Twin Tree Management, LP | 0.01% | Reduce -99.6% | 334 | $113K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 270 | $91K |
| True Wealth Design, LLC | 0.03% | Add +175.0% | 253 | $85K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 243 | $82K |
| Johnson Financial Group, Inc. | 0.00% | New | 239 | $81K |
| WealthCollab, LLC | 0.04% | No change | 238 | $80K |
| Covestor Ltd | 0.04% | Add +95.8% | 231 | $78K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 222 | $75K |
| Bessemer Group Inc. | 0.00% | Add +22.2% | 215 | $72K |
| Clearstead Advisors, LLC | 0.00% | Reduce -16.0% | 199 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -70.6% | 196 | $66K |
| Root Financial Partners, LLC | 0.00% | New | 196 | $66K |
| Smartleaf Asset Management LLC | 0.00% | Add +65.2% | 185 | $63K |
| Piscataqua Savings Bank | 0.05% | No change | 180 | $61K |
| West Oak Capital, LLC | 0.03% | No change | 175 | $59K |
| First Horizon Corp. | 0.00% | — | 171 | $58K |
| Huntington National Bank | 0.00% | Reduce -58.6% | 169 | $57K |
| Assetmark, Inc. | 0.00% | Reduce -3.0% | 161 | $54K |
| Maseco LLP | 0.00% | Add +0.6% | 160 | $54K |
| Principal Securities, Inc. | 0.00% | Add +40.5% | 156 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -37.2% | 142 | $48K |
| Addison Advisors LLC | 0.01% | Add +12.9% | 140 | $47K |
| Quent Capital, LLC | 0.00% | New | 136 | $46K |
| Key Financial Inc | 0.01% | Reduce -9.9% | 137 | $45K |
| LRI Investments, LLC | 0.00% | No change | 129 | $44K |
| Osterweis Capital Management Inc. | 0.00% | No change | 120 | $40K |
| CENTRAL TRUST Co | 0.00% | New | 110 | $37K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -11.7% | 106 | $36K |
| SJS Investment Consulting Inc. | 0.00% | Add +2000.0% | 105 | $35K |
| Lanark Financial, Inc. | 0.00% | Reduce -14.4% | 101 | $34K |
| Danske Bank A/S | 0.00% | No change | 100 | $34K |
| Hurley Capital, LLC | 0.02% | No change | 86 | $29K |
| Rise Advisors, LLC | 0.01% | Add +1.2% | 85 | $29K |
| Quarry LP | 0.01% | Reduce -63.6% | 84 | $28K |
| Optiver Holding B.V. | 0.00% | Reduce -29.6% | 81 | $27K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +146.9% | 79 | $27K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69 | $23K |
| Tidemark, LLC | 0.01% | Reduce -39.8% | 68 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 67 | $23K |
| Fortitude Family Office, LLC | 0.01% | Add +1.6% | 62 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 62 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -95.5% | 60 | $20K |
| Hemington Wealth Management | 0.00% | Add +13.7% | 58 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $19K |
| Manchester Capital Management LLC | 0.00% | No change | 50 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 49 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 45 | $15K |
| Smithfield Trust Co | 0.00% | New | 42 | $14K |
| REAP Financial Group, LLC | 0.00% | New | 41 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 41 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 40 | $13K |
| Mather Group, Llc. | 0.00% | New | 34 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $11K |
| Bfsg, LLC | 0.00% | No change | 32 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +6.9% | 31 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 29 | $10K |
| ORG Partners LLC | 0.00% | New | 29 | $10K |
| Larson Financial Group LLC | 0.00% | Add +1300.0% | 28 | $9K |
| Scarborough Advisors, LLC | 0.00% | No change | 26 | $9K |
| Meeder Asset Management Inc. | 0.00% | New | 25 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 22 | $7K |
| Toth Financial Advisory Corp. | 0.00% | New | 22 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -12.0% | 22 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +16.7% | 21 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 19 | $6K |
| Activest Wealth Management | 0.00% | No change | 17 | $6K |
| Caitlin John, LLC | 0.00% | New | 15 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 14 | $5K |
| Altshuler Shaham Ltd | 0.00% | New | 13 | $4K |
| Navigoe, LLC | 0.00% | New | 13 | $4K |
| Westfuller Advisors, LLC | 0.00% | New | 11 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +10.0% | 11 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 11 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 11 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 10 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 10 | $3K |
| Guerra Advisors Inc | 0.00% | New | 10 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 9 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 9 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $3K |
| Horizon Investments, LLC | 0.00% | New | 8 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 7 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 6 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +50.0% | 6 | $2K |
| SouthState Bank Corp | 0.00% | No change | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 5 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 3 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -57.1% | 3 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| North Capital, Inc. | 0.00% | New | 2 | $675 |
| Breakwater Investment Management | 0.00% | New | 2 | $675 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $675 |
| North Star Investment Management Corp. | 0.00% | New | 2 | $675 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $337 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $337 |
| Avion Wealth | 0.00% | No change | 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.