Evercore Inc. Class AEVR
13F holders, Q4 2025 (December 31)635holders +7
61new positions
68sold out
7famous investors
$340.26avg. 13F price*
At the end of Q4 2025, 635 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 7 from Q3 2025. 61 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($1.2B) and Wellington Management Group LLP ($657.2M). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Evercore Inc. Class A
- CUSIP
- 29977A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $142.2M |
| Exits | 68 | $318.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,724,885 shares bought and 3,286,085 shares sold, net −561,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 635 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.6% | 3,840,147 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +0.1% | 3,459,048 | $1.2B |
| Wellington Management Group LLP | 0.12% | Reduce -4.5% | 1,931,374 | $657.2M |
| Invesco Ltd. | 0.04% | Reduce -0.7% | 1,343,826 | $457.2M |
| FMR LLC | 0.02% | Add +47.7% | 1,256,242 | $427.4M |
| TD Asset Management Inc | 0.33% | Add +2.7% | 1,214,726 | $413.3M |
| State Street Corp. | 0.01% | Reduce -1.4% | 1,159,743 | $394.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.7% | 924,900 | $314.8M |
| AQR Capital Management | 0.15% | Reduce -11.3% | 857,965 | $291.9M |
| Boston Partners | 0.29% | Reduce -34.0% | 824,360 | $280.5M |
| Morgan Stanley | 0.01% | Add +10.7% | 686,603 | $233.6M |
| T. Rowe Price Associates Inc. | 0.02% | Add +0.9% | 617,332 | $210.0M |
| Millennium Management | 0.14% | Add +119.0% | 536,646 | $182.6M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.5% | 531,976 | $181.0M |
| Norges Bank | 0.02% | — | 482,617 | $164.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +34.4% | 438,846 | $149.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.6% | 437,506 | $148.9M |
| Bahl & Gaynor LLC | 0.73% | Reduce -5.1% | 421,568 | $143.4M |
| Lord, Abbett & Co. LLC | 0.42% | Add +7.8% | 381,901 | $129.9M |
| UBS Group AG | 0.02% | Reduce -12.6% | 351,784 | $119.7M |
| William Blair Investment Management, LLC | 0.31% | Reduce -11.3% | 331,027 | $112.6M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 320,435 | $109.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -10.3% | 320,103 | $108.9M |
| Fisher Asset Management | 0.04% | Reduce -1.6% | 319,805 | $108.8M |
| Paralel Advisors LLC | 3.97% | No change | 300,000 | $102.1M |
| Fuller & Thaler Asset Management, Inc. | 0.32% | Reduce -10.5% | 276,075 | $93.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 267,190 | $90.9M |
| Stephens Investment Management Group LLC | 1.09% | Reduce -0.1% | 245,062 | $83.4M |
| Bank of America Corp. | 0.01% | Reduce -8.8% | 241,610 | $82.2M |
| Holocene Advisors, LP | 0.17% | Add +2313.9% | 239,600 | $81.5M |
| Junto Capital Management LP | 1.69% | Add +190.1% | 221,995 | $75.5M |
| Primecap Management Co. | 0.06% | Reduce -1.9% | 220,050 | $74.9M |
| Channing Capital Management, LLC | 1.92% | Reduce -17.5% | 219,728 | $74.8M |
| Nomura Asset Management International Inc. | 0.11% | — | 211,742 | $72.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +17.4% | 206,557 | $70.3M |
| Artemis Investment Management LLP | 0.85% | Add +84.2% | 205,687 | $70.0M |
| Macquarie Group Ltd. | 0.30% | Reduce -4.7% | 200,496 | $68.2M |
| Victory Capital Management Inc. | 0.04% | Reduce -9.9% | 190,986 | $65.0M |
| Neuberger Berman Group LLC | 0.05% | Add +179.2% | 180,304 | $61.3M |
| Rockefeller Capital Management L.P. | 0.11% | Add +73.3% | 175,092 | $59.6M |
| Schroder Investment Management Group | 0.04% | Reduce -6.6% | 168,340 | $57.8M |
| TimesSquare Capital Management, LLC | 0.86% | Add +13.4% | 168,674 | $57.4M |
| Capital International Investors | 0.01% | Reduce -72.4% | 166,790 | $56.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -4.7% | 162,112 | $55.2M |
| Franklin Resources Inc. | 0.01% | Reduce -0.9% | 152,595 | $51.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -25.6% | 146,679 | $49.9M |
| Tremblant Capital Group | 1.26% | Add +876.9% | 145,646 | $49.6M |
| Global Alpha Capital Management Ltd. | 2.48% | Reduce -26.3% | 119,657 | $40.7M |
| Azora Capital LP | 2.53% | Reduce -8.4% | 118,110 | $40.2M |
| Quantinno Capital Management LP | 0.08% | Add +1.7% | 113,479 | $38.6M |
| American Century Companies Inc. | 0.02% | Add +116.8% | 111,164 | $37.8M |
| Braun Stacey Associates Inc. | 1.22% | Add +1.3% | 110,391 | $37.6M |
| Bridgewater Associates | 0.13% | Add +52.1% | 108,425 | $36.9M |
| WCM Investment Management, LLC | 0.07% | Reduce -5.5% | 103,822 | $35.7M |
| ProShare Advisors LLC | 0.06% | Reduce -10.4% | 104,670 | $35.6M |
| Covea Finance | 1.16% | Add +89.6% | 103,900 | $35.4M |
| Ceredex Value Advisors LLC | 1.03% | Add +36.6% | 100,310 | $34.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.3% | 99,592 | $33.9M |
| Rhumbline Advisers | 0.03% | Reduce -0.9% | 98,631 | $33.6M |
| Royce & Associates LP | 0.33% | Reduce -22.2% | 95,948 | $32.6M |
| Walleye Capital LLC | 0.20% | Add +1.0% | 94,506 | $32.2M |
| Janus Henderson Group PLC | 0.01% | Add +33.2% | 93,055 | $31.7M |
| Citadel Advisors | 0.02% | New | 88,142 | $30.0M |
| Driehaus Capital Management LLC | 0.20% | Add +134.7% | 86,785 | $29.5M |
| Canada Pension Plan Investment Board | 0.02% | Add +13.5% | 86,520 | $29.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -10.0% | 84,859 | $28.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.1% | 84,479 | $28.7M |
| Cramer Rosenthal McGlynn LLC | 1.82% | Reduce -25.0% | 82,902 | $28.2M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +2.2% | 78,805 | $26.8M |
| Swiss National Bank | 0.02% | Add +1.4% | 76,080 | $25.9M |
| Ieq Capital, LLC | 0.08% | Reduce -3.7% | 74,051 | $25.2M |
| Nuveen, LLC | 0.01% | Reduce -16.7% | 73,392 | $25.0M |
| Westwood Holdings Group Inc. | 0.20% | Reduce -0.8% | 72,439 | $24.6M |
| Interval Partners, LP | 0.57% | New | 71,385 | $24.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -13.7% | 71,128 | $24.2M |
| California Public Employees Retirement System | 0.01% | Add +2.6% | 70,164 | $23.9M |
| Basswood Capital Management, L.L.C. | 1.05% | No change | 69,797 | $23.7M |
| Jain Global LLC | 0.23% | New | 66,650 | $22.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.8% | 65,295 | $22.2M |
| State of Wisconsin Investment Board | 0.05% | Reduce -9.5% | 63,495 | $21.6M |
| Sei Investments Co. | 0.02% | Reduce -18.6% | 61,435 | $20.9M |
| Alliancebernstein L.P. | 0.01% | Add +1.3% | 61,399 | $20.9M |
| Agf Management Ltd. | 0.09% | Add +20.7% | 59,927 | $20.4M |
| Legal & General Group Plc | 0.00% | Reduce -12.5% | 59,865 | $20.4M |
| Cookson Peirce & Co. Inc. | 0.82% | Reduce -1.7% | 58,286 | $19.8M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -2.0% | 58,135 | $19.8M |
| GW&K Investment Management, LLC | 0.16% | Reduce -0.1% | 55,999 | $19.1M |
| CCM Investment Advisers LLC | 1.82% | Add +0.1% | 55,862 | $19.0M |
| STRS Ohio | 0.07% | Add +0.0% | 54,883 | $18.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 54,755 | $18.6M |
| Susquehanna Portfolio Strategies, LLC | 0.28% | No change | 54,206 | $18.4M |
| Epoch Investment Partners, Inc. | 0.10% | Reduce -5.0% | 53,907 | $18.3M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +639.1% | 53,638 | $18.3M |
| Empire Life Investments Inc. | 1.00% | Reduce -17.4% | 52,341 | $17.8M |
| Marsico Capital Management LLC | 0.48% | No change | 50,839 | $17.3M |
| Cerity Partners LLC | 0.02% | Reduce -2.2% | 48,943 | $16.7M |
| New York State Teachers Retirement System | 0.03% | Add +4.0% | 48,162 | $16.4M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -0.0% | 56,034 | $16.3M |
| Thames Capital Management LLC | 2.32% | No change | 46,881 | $16.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 46,842 | $15.9M |
| Freestone Grove Partners LP | 0.12% | Add +71.3% | 46,776 | $15.9M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -73.3% | 46,106 | $15.7M |
| Man Group plc | 0.03% | Reduce -22.5% | 44,219 | $15.0M |
| Polar Asset Management Partners Inc. | 0.37% | New | 42,600 | $14.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -15.3% | 40,939 | $13.9M |
| Peregrine Capital Management LLC | 0.43% | Add +10.1% | 40,846 | $13.9M |
| Cresset Asset Management, LLC | 0.06% | Reduce -0.2% | 40,710 | $13.9M |
| Jackson Wealth Management, LLC | 1.33% | Add +1.6% | 40,105 | $13.6M |
| Morse Asset Management, Inc | 2.65% | Add +0.2% | 38,674 | $13.2M |
| Engineers Gate Manager LP | 0.16% | New | 38,605 | $13.1M |
| Bokf, NA | 0.20% | Reduce -7.7% | 37,531 | $12.8M |
| Frontier Capital Management Co. LLC | 0.14% | Reduce -18.4% | 37,427 | $12.7M |
| Leeward Investments, LLC - MA | 0.64% | Reduce -5.5% | 37,395 | $12.7M |
| Stifel Financial Corp. | 0.01% | Add +5.4% | 36,865 | $12.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -1.3% | 36,668 | $12.5M |
| California State Teachers Retirement System | 0.01% | Add +0.7% | 36,523 | $12.4M |
| Public Employees Retirement System of Ohio | 0.04% | Add +3.5% | 36,081 | $12.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.5% | 35,380 | $12.0M |
| Glenmede Trust Co. NA | 0.06% | — | 35,214 | $12.0M |
| Van Eck Associates Corp. | 0.01% | Add +19.4% | 34,698 | $11.8M |
| Verdence Capital Advisors LLC | 0.67% | Add +1.0% | 33,157 | $11.3M |
| Royal Bank of Canada | 0.00% | Reduce -36.4% | 33,064 | $11.3M |
| Cinctive Capital Management LP | 0.64% | Add +32.7% | 32,661 | $11.1M |
| Castleark Management LLC | 0.32% | Add +3.1% | 32,046 | $10.9M |
| Appleton Partners Inc. | 0.69% | Add +0.2% | 30,704 | $10.4M |
| First Trust Advisors LP | 0.01% | Add +22.5% | 29,139 | $9.9M |
| Granite Investment Partners, LLC | 0.58% | Reduce -31.9% | 28,606 | $9.7M |
| Cwm, LLC | 0.03% | Reduce -17.2% | 27,727 | $9.4M |
| Voya Investment Management LLC | 0.01% | Reduce -4.8% | 27,560 | $9.4M |
| Waratah Capital Advisors Ltd. | 0.70% | Add +147.8% | 27,010 | $9.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -10.1% | 26,932 | $9.2M |
| EFG International AG | 0.18% | — | 26,821 | $9.1M |
| Nitorum Capital, L.P. | 2.00% | Reduce -5.6% | 26,602 | $9.1M |
| Barclays PLC | 0.00% | Reduce -58.5% | 26,187 | $8.9M |
| Picton Mahoney Asset Management | 0.10% | Reduce -1.4% | 26,134 | $8.9M |
| Focus Partners Wealth | 0.01% | Add +1.6% | 26,063 | $8.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -47.8% | 25,673 | $8.7M |
| Peregrine Investment Management Inc. | 5.31% | Reduce -4.0% | 25,110 | $8.5M |
| Sarasin & Partners LLP | 0.09% | No change | 25,000 | $8.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.40% | Reduce -3.2% | 24,195 | $8.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.3% | 23,194 | $7.9M |
| LPL Financial LLC | 0.00% | Add +4.5% | 23,187 | $7.9M |
| Prana Capital Management, LP | 0.27% | Reduce -1.6% | 22,049 | $7.5M |
| Advisors Capital Management, LLC | 0.09% | Reduce -0.8% | 21,965 | $7.5M |
| Pinnacle Associates Ltd. | 0.09% | Reduce -0.3% | 21,634 | $7.4M |
| BW Gestao de Investimentos Ltda. | 0.26% | New | 21,512 | $7.3M |
| Gotham Asset Management | 0.03% | Reduce -0.0% | 20,788 | $7.1M |
| Axxcess Wealth Management, LLC | 0.13% | Add +2.2% | 20,642 | $7.0M |
| Mariner, LLC | 0.01% | Add +9.7% | 20,350 | $6.9M |
| Syon Capital LLC | 0.33% | Reduce -30.4% | 19,508 | $6.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -67.3% | 19,000 | $6.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.8% | 18,869 | $6.4M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | No change | 18,222 | $6.2M |
| Zacks Investment Management | 0.05% | Reduce -18.8% | 18,124 | $6.2M |
| Amalgamated Bank | 0.04% | Reduce -3.1% | 17,363 | $5.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +10.2% | 16,577 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Add +4.5% | 16,495 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.2% | 14,959 | $5.6M |
| Prescott Group Capital Management, L.L.C. | 0.51% | No change | 16,137 | $5.5M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -9.7% | 16,097 | $5.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -4.5% | 15,578 | $5.3M |
| Centric Wealth Management | 1.11% | Reduce -3.3% | 14,840 | $5.3M |
| State of Tennessee, Department of Treasury | 0.02% | Add +2.6% | 14,734 | $5.2M |
| Alps Advisors Inc. | 0.03% | Reduce -5.3% | 15,226 | $5.2M |
| Harbor Advisors LLC | 0.77% | No change | 15,000 | $5.1M |
| Creative Planning | 0.00% | Reduce -6.1% | 14,471 | $4.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.88% | Add +133.8% | 14,450 | $4.9M |
| Transamerica Financial Advisors, LLC | 0.41% | Add +1305.8% | 14,438 | $4.9M |
| Bridges Investment Management Inc. | 0.06% | Add +5.2% | 14,207 | $4.8M |
| Dorsey Wright & Associates | 1.04% | Reduce -5.9% | 12,467 | $4.8M |
| Deutsche Bank AG | 0.00% | Add +44.8% | 13,680 | $4.7M |
| Renaissance Technologies | 0.01% | Add +60.0% | 13,600 | $4.6M |
| TD Waterhouse Canada Inc. | 0.03% | Add +7.8% | 13,508 | $4.6M |
| Yousif Capital Management, LLC | 0.05% | Reduce -1.7% | 12,301 | $4.5M |
| Blair William & Co. | 0.01% | Add +1.4% | 13,118 | $4.5M |
| Triasima Portfolio Management inc. | 0.67% | Add +38.9% | 13,096 | $4.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.7% | 12,896 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Reduce -5.8% | 12,889 | $4.4M |
| Comerica Bank | 0.02% | Reduce -4.0% | 12,830 | $4.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 12,570 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.7% | 12,554 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -37.6% | 12,487 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.8% | 12,271 | $4.2M |
| US Bancorp \de | 0.00% | Add +0.6% | 11,993 | $4.1M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +3.9% | 11,932 | $4.1M |
| SRH Advisors, LLC | 1.13% | No change | 11,525 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -1.0% | 11,357 | $3.9M |
| Trexquant Investment LP | 0.03% | New | 10,887 | $3.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -22.5% | 10,877 | $3.7M |
| Bridge City Capital, LLC | 1.08% | Reduce -13.8% | 10,832 | $3.7M |
| Arizona State Retirement System | 0.02% | Reduce -6.1% | 10,741 | $3.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 10,736 | $3.7M |
| Corient Private Wealth LP | 0.01% | Add +11.2% | 10,733 | $3.7M |
| Louisiana State Employees Retirement System | 0.06% | No change | 10,700 | $3.6M |
| Handelsbanken Fonder AB | 0.01% | Add +16.6% | 10,657 | $3.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +1664.9% | 10,572 | $3.6M |
| Amundi | 0.00% | Add +6.0% | 10,367 | $3.5M |
| F/m Investments LLC | 0.13% | Reduce -2.3% | 10,253 | $3.5M |
| Algert Global LLC | 0.05% | Add +75.4% | 10,099 | $3.4M |
| Campbell Newman Asset Management Inc. | 0.25% | Reduce -3.6% | 9,854 | $3.4M |
| Lighthouse Investment Partners, LLC | 0.11% | Reduce -57.4% | 9,788 | $3.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.3% | 9,679 | $3.3M |
| Walleye Trading LLC | 0.05% | Add +718.1% | 9,474 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -25.1% | 9,399 | $3.2M |
| Eagle Rock Investment Company, LLC | 0.44% | No change | 9,268 | $3.2M |
| Fifth Third Bancorp | 0.01% | Reduce -0.2% | 9,227 | $3.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -62.4% | 9,111 | $3.1M |
| State of Michigan Retirement System | 0.02% | Reduce -1.1% | 9,105 | $3.1M |
| Verition Fund Management LLC | 0.02% | Reduce -42.5% | 9,100 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +35.9% | 9,065 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -9.5% | 8,930 | $3.0M |
| Essex Investment Management Co. LLC | 0.45% | Reduce -2.1% | 8,769 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.6% | 8,653 | $2.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.4% | 8,460 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -12.7% | 8,417 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.9% | 8,387 | $2.9M |
| CPC Advisors, LLC | 0.29% | Add +10.4% | 8,325 | $2.8M |
| Inspire Investing, LLC | 0.25% | Add +13.9% | 8,309 | $2.8M |
| Jefferies Financial Group Inc. | 0.02% | Add +849.2% | 8,277 | $2.8M |
| DGS Capital Management, LLC | 0.48% | Add +12.6% | 8,267 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -26.6% | 8,214 | $2.8M |
| James Investment Research, Inc. | 0.30% | No change | 8,184 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.9% | 8,050 | $2.7M |
| New Mexico Educational Retirement Board | 0.08% | No change | 8,000 | $2.7M |
| Credit Agricole S A | 0.01% | No change | 7,996 | $2.7M |
| Hager Investment Management Services, LLC | 1.45% | Add +1.2% | 7,787 | $2.6M |
| Legato Capital Management LLC | 0.23% | Add +32.3% | 7,768 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.3% | 7,759 | $2.6M |
| Caisse de depot et placement du Quebec | 0.00% | New | 7,484 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -10.6% | 7,415 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -69.6% | 7,320 | $2.5M |
| Hancock Whitney Corp. | 0.04% | Add +0.6% | 7,205 | $2.5M |
| Landscape Capital Management, L.L.C. | 0.16% | Reduce -39.2% | 7,202 | $2.5M |
| Monument Capital Management | 0.60% | Add +2.5% | 7,114 | $2.4M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -2.0% | 7,088 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -4.3% | 7,040 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.6% | 6,919 | $2.4M |
| Washington Trust Advisors, Inc. | 0.18% | Reduce -1.9% | 6,908 | $2.4M |
| South Dakota Investment Council | 0.04% | No change | 6,817 | $2.3M |
| Pallas Capital Advisors LLC | 0.08% | Add +1.6% | 6,690 | $2.3M |
| Princeton Capital Management LLC | 0.59% | Add +4.3% | 6,683 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +2.9% | 6,655 | $2.3M |
| Summit Trail Advisors, LLC | 0.04% | Add +12.0% | 6,574 | $2.2M |
| Radnor Capital Management, LLC | 0.33% | No change | 6,450 | $2.2M |
| SummitTX Capital, L.P. | 0.07% | New | 6,413 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -43.3% | 6,258 | $2.1M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -4.6% | 6,204 | $2.1M |
| Sargent Investment Group, LLC | 0.26% | Reduce -11.9% | 6,173 | $2.1M |
| Cadence Bank | 0.12% | Add +3.8% | 6,168 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 6,066 | $2.1M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.09% | — | 6,000 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.9% | 5,863 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +116.2% | 5,749 | $2.0M |
| Valley National Advisers Inc. | 0.27% | Reduce -0.4% | 5,633 | $1.9M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -25.6% | 5,615 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +15.8% | 5,556 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 5,484 | $1.9M |
| Croban | 0.88% | Add +0.4% | 5,375 | $1.8M |
| HRT Financial LP | 0.01% | New | 5,342 | $1.8M |
| Catalyst Capital Advisors LLC | 0.04% | Reduce -1.5% | 5,025 | $1.7M |
| Sit Investment Associates Inc. | 0.03% | No change | 4,865 | $1.7M |
| Angeles Wealth Management, LLC | 0.09% | No change | 4,813 | $1.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -61.6% | 4,774 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +0.6% | 4,760 | $1.6M |
| Summit Place Financial Advisors, LLC | 0.78% | Reduce -4.9% | 4,729 | $1.6M |
| Knights of Columbus Asset Advisors LLC | 0.09% | New | 4,663 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Reduce -9.7% | 4,631 | $1.6M |
| Vestcor Inc | 0.04% | Add +629.1% | 4,586 | $1.6M |
| Cornerstone Investment Partners, LLC | 0.06% | Reduce -0.2% | 4,401 | $1.5M |
| Freedom Day Solutions, LLC | 0.40% | Add +2.1% | 4,321 | $1.5M |
| Symmetry Investments LP | 0.27% | New | 4,280 | $1.5M |
| Nicholas Investment Partners, LP | 0.12% | No change | 4,108 | $1.4M |
| First Eagle Investment Management, LLC | 0.00% | Add +0.3% | 4,101 | $1.4M |
| Essential Partners LLC | 0.42% | Reduce -8.0% | 3,963 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +7.4% | 3,939 | $1.3M |
| Great Diamond Partners, LLC | 0.25% | Add +5.8% | 3,887 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,882 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.7% | 3,848 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.32% | Reduce -0.2% | 3,806 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +0.6% | 3,749 | $1.3M |
| Trivant Custom Portfolio Group, LLC | 0.71% | Add +0.4% | 3,607 | $1.2M |
| Runnymede Capital Advisors, Inc. | 0.71% | New | 3,607 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 3,573 | $1.2M |
| Buckhead Capital Management LLC | 0.43% | Reduce -19.3% | 3,555 | $1.2M |
| M&T Bank Corp | 0.00% | Add +227.1% | 3,552 | $1.2M |
| Martingale Asset Management L P | 0.03% | Reduce -7.0% | 3,520 | $1.2M |
| Xponance LLC | 0.01% | Reduce -16.9% | 3,504 | $1.2M |
| Isthmus Partners, LLC | 0.13% | New | 3,465 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 3,441 | $1.2M |
| QSV Equity Investors LLC | 1.71% | Reduce -33.2% | 3,401 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.8% | 3,381 | $1.2M |
| Ransom Advisory, Ltd | 0.45% | No change | 3,350 | $1.1M |
| Krilogy Financial LLC | 0.04% | No change | 3,119 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -17.4% | 3,178 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 3,275 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -28.9% | 3,263 | $1.1M |
| Aviva PLC | 0.00% | Add +125.6% | 3,255 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +7.3% | 3,237 | $1.1M |
| Legend Financial Advisors, Inc. | 0.66% | Reduce -0.9% | 3,217 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 3,181 | $1.1M |
| Fox Run Management, L.L.C. | 0.17% | New | 3,179 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +0.7% | 3,146 | $1.1M |
| AlphaQuest LLC | 0.06% | Add +365.3% | 3,127 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.0% | 3,084 | $1.0M |
| Swedbank AB | 0.00% | Add +2.3% | 3,070 | $1.0M |
| PenderFund Capital Management Ltd. | 0.40% | Add +2.0% | 3,060 | $1.0M |
| Zions Bancorporation, National Association | 0.05% | Reduce -3.3% | 3,007 | $1.0M |
| BNP Paribas | 0.03% | Reduce -10.0% | 3,002 | $1.0M |
| Intrust Bank NA | 0.08% | Add +2.4% | 2,968 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.4% | 2,886 | $982K |
| Private Client Services, LLC | 0.30% | Reduce -49.5% | 2,860 | $973K |
| Intercapital, LLC | 0.51% | — | 2,850 | $970K |
| Securian Asset Management, Inc. | 0.04% | Reduce -3.5% | 2,791 | $950K |
| Hudson Edge Investment Partners Inc. | 0.14% | Reduce -12.9% | 2,757 | $938K |
| Swiss Life Asset Management Ltd | 0.00% | Add +54.2% | 2,744 | $934K |
| Friedenthal Financial | 0.48% | New | 2,741 | $933K |
| Federated Hermes, Inc. | 0.00% | Reduce -20.9% | 2,729 | $929K |
| O'ROURKE & COMPANY, Inc | 0.36% | Reduce -2.9% | 2,729 | $928K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -20.4% | 2,718 | $925K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 2,710 | $922K |
| Mgo One Seven LLC | 0.02% | Add +27.1% | 2,670 | $908K |
| Vident Advisory, LLC | 0.01% | Add +0.8% | 2,655 | $903K |
| MML Investors Services, LLC | 0.00% | Reduce -26.3% | 2,618 | $891K |
| BOK Financial Private Wealth, Inc. | 0.05% | Reduce -1.6% | 2,602 | $885K |
| Pier Capital, LLC | 0.14% | Add +25.2% | 2,593 | $882K |
| SG Americas Securities, LLC | 0.00% | Add +24.3% | 2,584 | $879K |
| Sierra Summit Advisors LLC | 0.13% | New | 2,581 | $878K |
| Prudential Financial Inc. | 0.00% | Reduce -37.1% | 2,471 | $841K |
| Impact Partnership Wealth, LLC | 0.11% | New | 2,416 | $822K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.2% | 2,402 | $817K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.6% | 2,398 | $816K |
| Inceptionr LLC | 0.23% | New | 2,391 | $814K |
| Banque Pictet & Cie SA | 0.01% | Reduce -19.0% | 2,357 | $802K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.8% | 2,303 | $784K |
| ExodusPoint Capital Management, LP | 0.01% | New | 2,237 | $761K |
| JMN Financial LLC | 0.76% | — | 2,232 | $759K |
| HB Wealth Management, LLC | 0.00% | Add +5.7% | 2,202 | $749K |
| Kera Capital Partners, Inc. | 0.09% | Add +23.2% | 2,095 | $740K |
| Aviance Capital Partners, LLC | 0.08% | No change | 2,128 | $724K |
| Summit Financial, LLC | 0.01% | Reduce -2.8% | 2,053 | $698K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -0.4% | 2,024 | $689K |
| PDT Partners, LLC | 0.04% | No change | 2,000 | $681K |
| Utah Retirement Systems | 0.01% | No change | 1,948 | $663K |
| Savvy Advisors, Inc. | 0.02% | Reduce -7.3% | 1,919 | $653K |
| Choreo, LLC | 0.01% | Reduce -6.8% | 1,857 | $638K |
| J2 Capital Management Inc | 0.46% | New | 1,871 | $637K |
| Hardy Reed LLC | 0.04% | No change | 1,854 | $631K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,839 | $626K |
| Cetera Trust Company, N.A | 0.33% | No change | 1,820 | $619K |
| Vise Technologies, Inc. | 0.01% | Add +138.8% | 1,808 | $615K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Reduce -6.6% | 1,807 | $615K |
| Fieldview Capital Management, LLC | 0.10% | Add +47.4% | 1,787 | $608K |
| Commerce Bank | 0.00% | Reduce -0.1% | 1,778 | $605K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +3.4% | 1,774 | $604K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -1.9% | 1,648 | $603K |
| NewEdge Advisors, LLC | 0.00% | Add +80.9% | 1,740 | $592K |
| Toronto Dominion Bank | 0.00% | Add +3.8% | 1,734 | $589K |
| Empowered Funds, LLC | 0.01% | Add +52.9% | 1,728 | $588K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,720 | $585K |
| VestGen Investment Management | 0.32% | Reduce -6.2% | 1,708 | $581K |
| Dakota Wealth Management | 0.01% | Add +3.3% | 1,707 | $581K |
| Greenleaf Trust | 0.01% | Add +0.2% | 1,701 | $579K |
| Jones Financial Companies LLLP | 0.00% | Add +35.0% | 1,701 | $579K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,698 | $578K |
| Net Worth Advisory Group | 0.11% | Add +23.8% | 1,652 | $562K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -1.8% | 1,645 | $560K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.8% | 1,546 | $560K |
| Precision Wealth Strategies, LLC | 0.17% | Reduce -23.3% | 1,561 | $531K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -9.9% | 1,532 | $526K |
| Ritholtz Wealth Management | 0.01% | Add +17.9% | 1,505 | $512K |
| Elevated Capital Advisors, LLC | 0.12% | Add +34.7% | 1,502 | $511K |
| Callan Family Office, LLC | 0.01% | Add +2.6% | 1,497 | $509K |
| Jane Street Group, LLC | 0.00% | Reduce -4.4% | 1,496 | $509K |
| HSBC Holdings PLC | 0.00% | Reduce -82.6% | 1,490 | $508K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 1,491 | $507K |
| Keybank National Association | 0.00% | Reduce -31.9% | 1,462 | $497K |
| Wealthspire Advisors, LLC | 0.00% | Add +59.4% | 1,457 | $496K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.9% | 1,444 | $491K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.1% | 1,441 | $490K |
| Optimize Financial Inc. | 0.25% | Add +1.4% | 1,436 | $489K |
| Bond & Devick Financial Network, Inc. | 0.13% | No change | 1,400 | $476K |
| Fielder Capital Group LLC | 0.10% | Add +13.1% | 1,395 | $475K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -7.0% | 1,389 | $473K |
| Ethic Inc. | 0.01% | Reduce -6.1% | 1,370 | $466K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -5.5% | 1,262 | $460K |
| Gateway Investment Advisers LLC | 0.00% | Add +26.3% | 1,326 | $451K |
| Sivia Capital Partners, LLC | 0.09% | Add +2.4% | 1,311 | $446K |
| North Dakota State Investment Board | 0.02% | — | 1,304 | $444K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -4.4% | 1,270 | $432K |
| Shelton Capital Management | 0.01% | No change | 1,268 | $431K |
| Insight Wealth Partners, LLC | 0.18% | No change | 1,254 | $427K |
| Evolve Private Wealth, LLC | 0.03% | — | 1,254 | $427K |
| Certuity, LLC | 0.03% | Add +4.3% | 1,244 | $424K |
| GAMMA Investing LLC | 0.02% | Add +18.4% | 1,242 | $423K |
| First Bank & Trust | 0.07% | Reduce -5.9% | 1,235 | $420K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.3% | 1,233 | $420K |
| Cambria Investment Management, L.P. | 0.02% | Add +89.8% | 1,222 | $416K |
| Quantum Portfolio Management LLC | 0.18% | New | 1,203 | $409K |
| Massar Capital Management, LP | 0.08% | New | 1,197 | $407K |
| CIBC Asset Management Inc | 0.00% | No change | 1,193 | $406K |
| AE Wealth Management LLC | 0.00% | Reduce -28.1% | 1,172 | $399K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,172 | $399K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.2% | 1,167 | $397K |
| Belpointe Asset Management LLC | 0.01% | Reduce -4.9% | 1,156 | $393K |
| Compound Planning, Inc. | 0.01% | Add +10.7% | 1,152 | $392K |
| United Capital Financial Advisors, LLC | 0.00% | Add +65.6% | 1,151 | $392K |
| National Bank of Canada | 0.00% | Add +120.6% | 1,145 | $390K |
| Stephens Inc. | 0.00% | Add +2.5% | 1,136 | $387K |
| NewEdge Wealth, LLC | 0.00% | Reduce -11.7% | 1,117 | $380K |
| Lido Advisors, LLC | 0.00% | Add +50.3% | 1,121 | $379K |
| Waddell & Associates, LLC | 0.03% | Add +5.2% | 1,113 | $379K |
| Global Retirement Partners, LLC | 0.01% | Add +122.3% | 1,105 | $376K |
| Transcend Capital Advisors, LLC | 0.03% | Add +11.9% | 1,091 | $371K |
| KBC Group NV | 0.00% | No change | 1,085 | $369K |
| Hilltop Holdings Inc. | 0.02% | Reduce -6.0% | 1,077 | $366K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -4.9% | 1,070 | $364K |
| Dundas Partners LLP | 0.03% | Add +16.6% | 1,069 | $364K |
| Centurion Wealth Management LLC | 0.08% | No change | 1,050 | $357K |
| Evoke Wealth, LLC | 0.01% | Reduce -3.0% | 1,049 | $357K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.3% | 1,036 | $353K |
| Childress Capital Advisors, LLC | 0.06% | New | 1,027 | $349K |
| Joel Isaacson & Co., LLC | 0.01% | Add +34.3% | 1,021 | $347K |
| Tidal Investments LLC | 0.00% | Add +3.9% | 1,011 | $344K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -1.5% | 1,004 | $342K |
| Wedmont Private Capital | 0.01% | Add +4.0% | 915 | $341K |
| Heritage Wealth Management, Inc. | 0.09% | No change | 1,000 | $340K |
| Versor Investments LP | 0.05% | No change | 1,000 | $340K |
| Courier Capital LLC | 0.02% | No change | 1,000 | $340K |
| Waverly Advisors, LLC | 0.00% | Add +46.5% | 992 | $338K |
| Moody Aldrich Partners LLC | 0.06% | Reduce -0.2% | 987 | $336K |
| Brooklyn Investment Group | 0.02% | Add +24.6% | 967 | $336K |
| Whittier Trust Co. | 0.00% | Add +12.4% | 896 | $335K |
| Narus Financial Partners, LLC | 0.09% | No change | 979 | $333K |
| Norden Group LLC | 0.03% | Reduce -1.7% | 971 | $330K |
| &partners | 0.00% | Add +8.5% | 969 | $330K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -6.7% | 949 | $323K |
| Portside Wealth Group, LLC | 0.04% | Reduce -17.1% | 947 | $322K |
| Horizon Investments, LLC | 0.00% | Add +11737.5% | 947 | $322K |
| Penserra Capital Management LLC | 0.00% | New | 948 | $322K |
| Parallel Advisors, LLC | 0.01% | Reduce -28.3% | 945 | $322K |
| Cibc World Market Inc. | 0.00% | Add +4.2% | 937 | $319K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 929 | $316K |
| Exchange Traded Concepts, LLC | 0.00% | New | 927 | $315K |
| Forum Financial Management, LP | 0.00% | Reduce -0.1% | 926 | $315K |
| Inscription Capital, LLC | 0.03% | Reduce -1.1% | 921 | $313K |
| PCM Encore, LLC | 0.07% | — | 910 | $310K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.6% | 907 | $309K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.0% | 888 | $302K |
| Praxis Investment Management Inc. | 0.02% | No change | 880 | $299K |
| Meeder Advisory Services, Inc. | 0.01% | Add +17.2% | 872 | $297K |
| Acadian Asset Management LLC | 0.00% | Reduce -22.9% | 870 | $296K |
| Blue Trust, Inc. | 0.00% | Reduce -3.2% | 868 | $295K |
| Benjamin Edwards Inc. | 0.00% | Add +8.9% | 857 | $292K |
| Investment House LLC | 0.01% | No change | 850 | $289K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.7% | 848 | $289K |
| Parcion Private Wealth LLC | 0.02% | Add +4.5% | 837 | $285K |
| Profund Advisors LLC | 0.01% | Reduce -7.8% | 833 | $283K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.6% | 829 | $282K |
| Brown Miller Wealth Management, LLC | 0.08% | Add +2.5% | 827 | $281K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -12.9% | 825 | $281K |
| Greenspring Advisors, LLC | 0.02% | New | 823 | $280K |
| L2 Asset Management, LLC | 0.04% | New | 821 | $279K |
| Allworth Financial LP | 0.00% | Add +6.3% | 811 | $276K |
| Whalen Wealth Management Inc. | 0.15% | Reduce -79.8% | 806 | $274K |
| Farther Finance Advisors, LLC | 0.00% | Add +98.0% | 804 | $274K |
| Planned Solutions, Inc. | 0.09% | No change | 800 | $272K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +14.3% | 800 | $272K |
| Rothschild Investment LLC | 0.01% | Reduce -19.9% | 779 | $265K |
| Anb Bank | 0.10% | Reduce -3.5% | 769 | $262K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -26.7% | 697 | $261K |
| Abel Hall, LLC | 0.06% | Add +14.2% | 763 | $260K |
| SYM FINANCIAL Corp | 0.03% | Add +1.6% | 759 | $258K |
| Foster & Motley Inc. | 0.01% | Reduce -33.5% | 748 | $255K |
| Ingalls & Snyder LLC | 0.01% | Reduce -5.5% | 746 | $254K |
| Kendall Capital Management | 0.05% | Reduce -10.3% | 740 | $252K |
| Caerus Investment Advisors, LLC | 0.08% | Reduce -37.0% | 731 | $249K |
| Crestwood Advisors Group, LLC | 0.00% | New | 725 | $247K |
| HUB Investment Partners, LLC | 0.01% | Add +12.7% | 718 | $244K |
| Earned Wealth Advisors, LLC | 0.02% | Add +1.0% | 716 | $243K |
| Matauro, LLC | 0.04% | Reduce -6.7% | 707 | $241K |
| Cypress Capital, LLC | 0.07% | Add +8.3% | 694 | $236K |
| CENTRAL TRUST Co | 0.00% | Add +526.4% | 689 | $234K |
| Index Technologies Group LLC | 0.24% | — | 687 | $234K |
| Argent Trust Co | 0.01% | Add +2.7% | 687 | $234K |
| Retirement Guys Formula LLC | 0.11% | Reduce -0.4% | 678 | $231K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 677 | $230K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.0% | 675 | $230K |
| Denali Advisors LLC | 0.03% | Reduce -0.9% | 669 | $228K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -48.0% | 668 | $227K |
| Keystone Financial Services | 0.07% | Reduce -1.1% | 652 | $222K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.5% | 650 | $221K |
| Optas, LLC | 0.03% | Reduce -44.0% | 642 | $218K |
| Advyzon Investment Management, LLC | 0.03% | New | 640 | $218K |
| Hantz Financial Services, Inc. | 0.00% | Add +73.3% | 636 | $216K |
| Mutual Advisors, LLC | 0.00% | Reduce -8.8% | 634 | $216K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 633 | $215K |
| Bayforest Capital Ltd | 0.16% | New | 630 | $214K |
| Savant Capital, LLC | 0.00% | New | 629 | $214K |
| Destination Wealth Management | 0.01% | Reduce -16.9% | 627 | $213K |
| Hohimer Wealth Management, LLC | 0.03% | Add +0.2% | 623 | $212K |
| Versant Capital Management, Inc | 0.03% | Add +12.4% | 623 | $212K |
| Trust Point Inc. | 0.02% | Reduce -12.0% | 621 | $211K |
| QRG Capital Management, Inc. | 0.00% | New | 603 | $205K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.3% | 599 | $204K |
| Bridgefront Capital, LLC | 0.05% | New | 592 | $201K |
| waypoint wealth counsel | 0.07% | Reduce -2.2% | 590 | $201K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.7% | 573 | $195K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -9.8% | 550 | $187K |
| UMB Bank, n.a. | 0.00% | Add +31.3% | 529 | $180K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.2% | 353 | $120K |
| SBI Securities Co., Ltd. | 0.00% | Add +30000.0% | 301 | $102K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -46.8% | 287 | $98K |
| DV Trading LLC | 0.01% | — | 280 | $95K |
| Torren Management, LLC | 0.05% | — | 271 | $92K |
| True Wealth Design, LLC | 0.02% | Reduce -1.2% | 250 | $85K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.8% | 241 | $82K |
| WealthCollab, LLC | 0.03% | No change | 238 | $81K |
| Signaturefd, LLC | 0.00% | Add +4.0% | 231 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -49.5% | 229 | $78K |
| Covestor Ltd | 0.04% | Reduce -3.9% | 222 | $75K |
| State of Wyoming | 0.01% | Reduce -55.8% | 219 | $75K |
| Bessemer Group Inc. | 0.00% | Reduce -0.5% | 214 | $72K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.4% | 208 | $72K |
| Root Financial Partners, LLC | 0.00% | Add +4.1% | 204 | $69K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.5% | 198 | $67K |
| Arax Advisory Partners | 0.00% | Reduce -98.9% | 182 | $62K |
| Piscataqua Savings Bank | 0.04% | No change | 180 | $61K |
| First Horizon Corp. | 0.00% | Add +1.8% | 174 | $59K |
| Huntington National Bank | 0.00% | Add +1.2% | 171 | $58K |
| Maseco LLP | 0.00% | No change | 160 | $54K |
| Kestra Advisory Services, LLC | 0.00% | New | 159 | $54K |
| Greenline Wealth Management LLC | 0.05% | — | 155 | $53K |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 155 | $53K |
| Key Financial Inc | 0.01% | No change | 137 | $47K |
| Addison Advisors LLC | 0.01% | Reduce -5.7% | 132 | $45K |
| LRI Investments, LLC | 0.00% | No change | 129 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -10.6% | 127 | $43K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 121 | $41K |
| Osterweis Capital Management Inc. | 0.00% | No change | 120 | $41K |
| Quent Capital, LLC | 0.00% | Reduce -15.4% | 115 | $39K |
| SJS Investment Consulting Inc. | 0.01% | Add +9.5% | 115 | $39K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -45.9% | 106 | $36K |
| Bell Investment Advisors, Inc | 0.01% | No change | 106 | $36K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 106 | $36K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 102 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 101 | $34K |
| Palladiem, LLC | 0.03% | — | 100 | $34K |
| Danske Bank A/S | 0.00% | No change | 100 | $34K |
| Hurley Capital, LLC | 0.02% | Add +1.2% | 87 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 78 | $29K |
| Ancora Advisors LLC | 0.00% | New | 80 | $27K |
| TrinityBridge Ltd | 0.00% | New | 80 | $27K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 79 | $27K |
| V-Square Quantitative Management LLC | 0.00% | New | 76 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69 | $24K |
| Elyxium Wealth, LLC | 0.01% | New | 71 | $24K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 67 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 62 | $21K |
| Manchester Capital Management LLC | 0.00% | Add +20.0% | 60 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 60 | $20K |
| Fortitude Family Office, LLC | 0.00% | Reduce -6.5% | 58 | $20K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $19K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.0% | 48 | $16K |
| Group One Trading LLC | 0.00% | New | 48 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 45 | $15K |
| Salomon & Ludwin, LLC | 0.00% | New | 41 | $15K |
| Smithfield Trust Co | 0.00% | No change | 42 | $14K |
| Larson Financial Group LLC | 0.00% | Add +46.4% | 41 | $14K |
| REAP Financial Group, LLC | 0.00% | No change | 41 | $14K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.4% | 40 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 40 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +27.6% | 37 | $13K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -97.2% | 37 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +6.5% | 33 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $11K |
| Bfsg, LLC | 0.00% | No change | 32 | $11K |
| Scarborough Advisors, LLC | 0.00% | No change | 26 | $9K |
| Activest Wealth Management | 0.00% | Add +41.2% | 24 | $8K |
| Rakuten Securities, Inc. | 0.00% | New | 22 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 22 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 22 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $7K |
| Signature Equity Partners, LLC | 0.00% | — | 20 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -4.8% | 20 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -20.0% | 20 | $7K |
| Wealth Watch Advisors, INC | 0.00% | Add +60.0% | 16 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 14 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 14 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Add +116.7% | 13 | $4K |
| Altshuler Shaham Ltd | 0.00% | No change | 13 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | — | 12 | $4K |
| Navigoe, LLC | 0.00% | No change | 13 | $4K |
| Westfuller Advisors, LLC | 0.00% | No change | 11 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 11 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 11 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 10 | $3K |
| North Star Investment Management Corp. | 0.00% | Add +400.0% | 10 | $3K |
| High Note Wealth, LLC | 0.00% | New | 9 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 9 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $3K |
| Optima Capital LLC | 0.00% | New | 8 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 7 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 7 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 6 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| SouthState Bank Corp | 0.00% | No change | 6 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -92.6% | 6 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -77.3% | 5 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 5 | $2K |
| Investors Portfolio Services LLC | 0.00% | — | 5 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 4 | $1K |
| Rossby Financial, LCC | 0.00% | New | 4 | $1K |
| Leonteq Securities AG | 0.00% | New | 4 | $1K |
| ORG Partners LLC | 0.00% | Reduce -86.2% | 4 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 3 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 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 |
| Avion Wealth | 0.00% | Add +150.0% | 5 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | New | 2 | $682 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $681 |
| Spire Wealth Management | 0.00% | New | 2 | $681 |
| Abound Wealth Management | 0.00% | New | 1 | $450 |
| Caitlin John, LLC | 0.00% | Reduce -93.3% | 1 | $340 |
| USA Financial Formulas | 0.00% | New | 1 | $340 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $340 |
| American National Bank & Trust | 0.00% | New | 1 | $340 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $264 |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.