Evercore Inc. Class AEVR
13F holders, Q1 2026 (March 31)656holders +21
93new positions
73sold out
8famous investors
$298.18avg. 13F price*
At the end of Q1 2026, 656 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 21 from Q4 2025. 93 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Portfolio Management LLC ($589.3M) and Vanguard Capital Management LLC ($506.0M). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $494.0M |
| Exits | 73 | $201.3M |
All 13F filers, Q4 2025 → Q1 2026: 6,076,272 shares bought and 5,326,549 shares sold, net +749,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 656 holders
| BlackRock, Inc. | 0.02% | Add +5.5% | 3,648,858 | $1.1B |
| Vanguard Portfolio Management LLC | 0.03% | — | 1,974,144 | $589.3M |
| Vanguard Capital Management LLC | 0.01% | — | 1,694,949 | $506.0M |
| FMR LLC | 0.03% | Add +32.9% | 1,669,662 | $498.4M |
| Invesco Ltd. | 0.04% | Add +6.0% | 1,424,686 | $425.3M |
| AQR Capital Management | 0.18% | Add +53.5% | 1,316,852 | $388.1M |
| State Street Corp. | 0.01% | Add +1.7% | 1,179,024 | $352.0M |
| Geode Capital Management, LLC | 0.02% | Add +12.8% | 1,043,338 | $311.5M |
| TD Asset Management Inc | 0.23% | Reduce -21.1% | 958,472 | $286.1M |
| Morgan Stanley | 0.02% | Add +33.7% | 917,801 | $274.0M |
| Wellington Management Group LLP | 0.03% | Reduce -67.7% | 623,259 | $186.0M |
| Boston Partners | 0.18% | Reduce -29.6% | 580,174 | $173.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.1% | 548,530 | $163.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.5% | 524,531 | $156.6M |
| JPMorgan Chase & Co. | 0.01% | Add +7.2% | 468,882 | $133.7M |
| Fisher Asset Management | 0.04% | Add +32.8% | 424,719 | $126.8M |
| Bahl & Gaynor LLC | 0.60% | Reduce -4.7% | 401,833 | $120.0M |
| Point72 Asset Management | 0.21% | New | 390,584 | $116.6M |
| Balyasny Asset Management L.P. | 0.23% | Add +700.4% | 369,040 | $110.2M |
| Northern Trust Corp. | 0.01% | Add +11.5% | 357,164 | $106.6M |
| Primecap Management Co. | 0.08% | Add +60.9% | 353,950 | $105.7M |
| Fuller & Thaler Asset Management, Inc. | 0.33% | Add +19.9% | 331,109 | $98.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -47.1% | 326,665 | $97.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.3% | 319,237 | $95.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +54.4% | 318,967 | $95.2M |
| Paralel Advisors LLC | 3.72% | No change | 300,000 | $89.6M |
| UBS Group AG | 0.02% | Reduce -16.8% | 292,605 | $87.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.0% | 275,310 | $82.2M |
| Artemis Investment Management LLP | 0.87% | Add +33.8% | 275,182 | $82.1M |
| Stephens Investment Management Group LLC | 1.06% | Add +6.0% | 259,808 | $77.6M |
| William Blair Investment Management, LLC | 0.25% | Reduce -22.5% | 256,476 | $76.6M |
| Qube Research & Technologies Ltd | 0.11% | Add +6865.1% | 248,864 | $74.3M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 239,104 | $71.4M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 234,689 | $70.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | New | 232,571 | $69.4M |
| Victory Capital Management Inc. | 0.04% | Add +4.1% | 198,770 | $59.3M |
| Schroder Investment Management Group | 0.04% | Add +13.4% | 190,927 | $54.5M |
| Quantinno Capital Management LP | 0.09% | Add +54.8% | 175,633 | $52.4M |
| Renaissance Technologies | 0.08% | Add +1178.4% | 173,860 | $51.9M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -1.1% | 173,133 | $51.7M |
| TimesSquare Capital Management, LLC | 0.84% | Reduce -1.6% | 165,966 | $49.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -0.2% | 161,805 | $48.3M |
| Longaeva Partners L.P. | 2.26% | New | 157,263 | $46.9M |
| Capital International Investors | 0.01% | Reduce -6.6% | 155,769 | $46.5M |
| Jacobs Levy Equity Management, Inc. | 0.18% | New | 144,432 | $43.1M |
| Nomura Asset Management International Inc. | 0.07% | Reduce -33.1% | 141,624 | $42.3M |
| TD Waterhouse Canada Inc. | 0.12% | Add +906.9% | 136,010 | $40.9M |
| Franklin Resources Inc. | 0.01% | Reduce -12.3% | 133,903 | $40.0M |
| Janus Henderson Group PLC | 0.02% | Add +37.4% | 127,872 | $38.2M |
| Royce & Associates LP | 0.37% | Add +32.0% | 126,617 | $37.8M |
| Ceredex Value Advisors LLC | 1.16% | Add +23.1% | 123,525 | $36.9M |
| Global Alpha Capital Management Ltd. | 2.13% | Reduce -0.7% | 118,857 | $35.5M |
| Canada Pension Plan Investment Board | 0.02% | Add +34.1% | 116,040 | $34.6M |
| Marshall Wace, LLP | 0.04% | New | 109,630 | $32.7M |
| Westwood Holdings Group Inc. | 0.24% | Add +49.4% | 108,256 | $32.3M |
| Braun Stacey Associates Inc. | 1.07% | Reduce -2.2% | 107,968 | $32.2M |
| Holocene Advisors, LP | 0.08% | Reduce -55.0% | 107,831 | $32.2M |
| Allianz Asset Management GmbH | 0.04% | Add +159.4% | 106,178 | $31.7M |
| SG Americas Securities, LLC | 0.03% | Add +3886.3% | 103,006 | $30.7M |
| Two Sigma Investments, LP | 0.03% | Add +1013.9% | 101,485 | $30.3M |
| Retirement Systems of Alabama | 0.10% | Add +1.0% | 100,589 | $30.0M |
| Rhumbline Advisers | 0.03% | Add +1.8% | 100,437 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -31.7% | 100,242 | $29.7M |
| WCM Investment Management, LLC | 0.07% | Reduce -3.5% | 100,148 | $28.6M |
| Ieq Capital, LLC | 0.13% | Add +28.1% | 94,874 | $28.3M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -75.9% | 91,902 | $27.4M |
| Bridgewater Associates | 0.12% | Reduce -16.6% | 90,438 | $27.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 89,900 | $26.8M |
| Engineers Gate Manager LP | 0.33% | Add +129.0% | 88,415 | $26.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.9% | 87,293 | $26.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 86,286 | $25.8M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +8.1% | 85,197 | $25.4M |
| American Century Companies Inc. | 0.01% | Reduce -25.1% | 83,303 | $24.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +204.8% | 78,241 | $23.3M |
| Swiss National Bank | 0.01% | Add +0.6% | 76,560 | $22.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -58.3% | 75,135 | $22.4M |
| Junto Capital Management LP | 0.47% | Reduce -66.3% | 74,760 | $22.3M |
| Sei Investments Co. | 0.02% | Add +21.1% | 74,402 | $22.2M |
| Nuveen, LLC | 0.01% | Add +0.0% | 73,400 | $21.9M |
| California Public Employees Retirement System | 0.01% | Add +3.9% | 72,919 | $21.8M |
| ProShare Advisors LLC | 0.03% | Reduce -33.0% | 70,116 | $20.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.6% | 61,043 | $20.8M |
| Millennium Management | 0.02% | Reduce -87.1% | 69,158 | $20.6M |
| Macquarie Group Ltd. | 0.12% | Reduce -66.8% | 66,537 | $19.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 66,536 | $19.9M |
| Citadel Advisors | 0.01% | Reduce -25.0% | 66,075 | $19.7M |
| Public Employees Retirement Association of Colorado | 0.08% | Add +1571.3% | 64,882 | $19.4M |
| Treasurer of the State of North Carolina | 0.06% | Add +8.5% | 63,080 | $18.8M |
| Cerity Partners LLC | 0.03% | Add +25.6% | 61,453 | $18.3M |
| Boston Trust Walden Corp | 0.15% | New | 61,316 | $18.3M |
| GW&K Investment Management, LLC | 0.16% | Add +5.8% | 59,232 | $17.7M |
| Agf Management Ltd. | 0.08% | Reduce -2.4% | 58,508 | $17.5M |
| Cookson Peirce & Co. Inc. | 0.73% | Reduce -1.4% | 57,450 | $17.1M |
| Deutsche Bank AG | 0.01% | Add +317.4% | 57,094 | $17.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -10.2% | 56,997 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 55,954 | $16.7M |
| Amundi | 0.00% | Add +435.6% | 55,529 | $16.6M |
| CCM Investment Advisers LLC | 1.57% | Reduce -1.6% | 54,963 | $16.4M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 54,895 | $16.4M |
| STRS Ohio | 0.07% | Reduce 0.0% | 54,882 | $16.4M |
| Susquehanna Portfolio Strategies, LLC | 0.24% | No change | 54,206 | $16.2M |
| Frontier Capital Management Co. LLC | 0.16% | Add +41.3% | 52,890 | $15.8M |
| Marsico Capital Management LLC | 0.45% | No change | 50,839 | $15.2M |
| Schonfeld Strategic Advisors LLC | 0.12% | Reduce -6.6% | 50,118 | $15.0M |
| Woodline Partners LP | 0.06% | New | 50,083 | $15.0M |
| Freestone Grove Partners LP | 0.11% | Add +4.4% | 48,822 | $14.6M |
| Empire Life Investments Inc. | 0.87% | Reduce -9.7% | 47,292 | $14.2M |
| Royal Bank of Canada | 0.00% | Add +43.1% | 47,313 | $14.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.6% | 46,909 | $14.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.8% | 46,000 | $13.7M |
| BNP Paribas Financial Markets | 0.01% | Add +453.1% | 45,433 | $13.6M |
| California State Teachers Retirement System | 0.01% | Add +22.8% | 44,866 | $13.4M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -17.5% | 44,475 | $13.3M |
| Corient Private Wealth LP | 0.02% | Add +306.9% | 43,669 | $13.0M |
| Panagora Asset Management Inc. | 0.05% | New | 41,268 | $12.3M |
| Barclays PLC | 0.00% | Add +56.1% | 40,869 | $12.2M |
| Cresset Asset Management, LLC | 0.05% | Add +0.2% | 40,780 | $12.2M |
| Mariner, LLC | 0.01% | Add +98.2% | 40,337 | $12.0M |
| Jackson Wealth Management, LLC | 1.22% | Reduce -1.3% | 39,605 | $11.8M |
| Cwm, LLC | 0.03% | Add +41.9% | 39,349 | $11.7M |
| Peregrine Capital Management LLC | 0.43% | Reduce -5.0% | 38,798 | $11.6M |
| Morse Asset Management, Inc | 2.40% | Reduce -0.6% | 38,455 | $11.5M |
| Interval Partners, LP | 0.38% | Reduce -48.6% | 36,714 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.9% | 36,343 | $10.8M |
| Leeward Investments, LLC - MA | 0.53% | Reduce -3.3% | 36,151 | $10.8M |
| Van Eck Associates Corp. | 0.01% | Add +3.7% | 35,989 | $10.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.0% | 35,712 | $10.7M |
| Cramer Rosenthal McGlynn LLC | 0.78% | Reduce -57.0% | 35,668 | $10.6M |
| Cander Asset Management LP | 1.91% | New | 35,610 | $10.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 34,792 | $10.4M |
| Segall Bryant & Hamill, LLC | 0.15% | New | 34,507 | $10.3M |
| Prana Capital Management, LP | 0.31% | Add +55.9% | 34,376 | $10.3M |
| Stifel Financial Corp. | 0.01% | Reduce -6.9% | 34,308 | $10.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -4.0% | 33,949 | $10.1M |
| Pinnacle Associates Ltd. | 0.13% | Add +50.6% | 32,577 | $9.7M |
| Glenmede Trust Co. NA | 0.05% | Reduce -7.8% | 32,471 | $9.7M |
| XTX Topco Ltd | 0.17% | New | 32,349 | $9.7M |
| Appleton Partners Inc. | 0.66% | Add +4.0% | 31,925 | $9.5M |
| Trexquant Investment LP | 0.07% | Add +183.7% | 30,884 | $9.2M |
| Bokf, NA | 0.14% | Reduce -17.9% | 30,815 | $9.2M |
| Jane Street Group, LLC | 0.01% | Add +1943.8% | 30,576 | $9.1M |
| Castleark Management LLC | 0.30% | Reduce -5.1% | 30,416 | $9.1M |
| Focus Partners Wealth | 0.01% | Add +14.7% | 29,884 | $9.0M |
| Verdence Capital Advisors LLC | 0.52% | Reduce -10.1% | 29,805 | $8.9M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -48.7% | 28,732 | $8.6M |
| FIL Ltd | 0.01% | New | 28,106 | $8.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.6% | 27,364 | $8.2M |
| Channing Capital Management, LLC | 0.21% | Reduce -87.5% | 27,362 | $8.2M |
| First Trust Advisors LP | 0.01% | Reduce -8.6% | 26,644 | $8.0M |
| LPL Financial LLC | 0.00% | Add +13.3% | 26,274 | $7.8M |
| Entropy Technologies, LP | 0.36% | New | 25,911 | $7.7M |
| Creative Planning | 0.01% | Add +74.2% | 25,207 | $7.5M |
| Blair William & Co. | 0.02% | Add +91.8% | 25,157 | $7.5M |
| Sarasin & Partners LLP | 0.09% | No change | 25,000 | $7.5M |
| Jones Financial Companies LLLP | 0.00% | Add +1428.9% | 26,006 | $7.3M |
| Man Group plc | 0.02% | Reduce -45.4% | 24,130 | $7.2M |
| SummitTX Capital, L.P. | 0.23% | Add +275.6% | 24,089 | $7.2M |
| Dorsey Wright & Associates | 0.85% | Add +85.3% | 23,101 | $6.9M |
| Algert Global LLC | 0.10% | Add +128.2% | 23,049 | $6.9M |
| HRT Financial LP | 0.02% | Add +323.9% | 22,645 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.9% | 22,057 | $6.6M |
| Advisors Capital Management, LLC | 0.08% | Reduce -1.5% | 21,641 | $6.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -69.9% | 21,401 | $6.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +47.5% | 22,068 | $6.4M |
| Peregrine Investment Management Inc. | 4.98% | Reduce -15.5% | 21,210 | $6.3M |
| BW Gestao de Investimentos Ltda. | 0.28% | Reduce -2.3% | 21,010 | $6.3M |
| Fifth Third Bancorp | 0.01% | Add +126.8% | 20,929 | $6.2M |
| Gotham Asset Management | 0.02% | Reduce -0.5% | 20,676 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +238.4% | 20,525 | $6.1M |
| Axxcess Wealth Management, LLC | 0.19% | Reduce -1.6% | 20,319 | $6.1M |
| Natixis | 0.02% | New | 19,444 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Add +0.7% | 18,998 | $5.7M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | No change | 18,222 | $5.4M |
| University of Texas/Texas Am Investment Management Co. | 0.77% | New | 17,781 | $5.3M |
| Amalgamated Bank | 0.04% | Add +1.4% | 17,615 | $5.3M |
| Voya Investment Management LLC | 0.01% | Reduce -36.4% | 17,527 | $5.2M |
| Zacks Investment Management | 0.04% | Reduce -4.9% | 17,242 | $5.1M |
| PEAK6 LLC | 0.15% | New | 17,138 | $5.1M |
| Advisory Services Network, LLC | 0.07% | Add +3.4% | 17,048 | $5.1M |
| Horizon Investments, LLC | 0.06% | Add +1686.6% | 16,919 | $5.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +251.7% | 16,789 | $5.0M |
| Waratah Capital Advisors Ltd. | 0.44% | Reduce -38.6% | 16,581 | $4.9M |
| Bridges Investment Management Inc. | 0.07% | Add +15.9% | 16,460 | $4.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -1.2% | 16,372 | $4.9M |
| Prescott Group Capital Management, L.L.C. | 0.48% | No change | 16,137 | $4.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.23% | Reduce -33.5% | 16,090 | $4.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +23.1% | 15,868 | $4.7M |
| Centric Wealth Management | 0.94% | Reduce -0.5% | 14,764 | $4.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 15,711 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.6% | 15,673 | $4.7M |
| Syon Capital LLC | 0.23% | Reduce -19.9% | 15,625 | $4.7M |
| Caisse de depot et placement du Quebec | 0.01% | Add +103.3% | 15,213 | $4.5M |
| Alps Advisors Inc. | 0.02% | Reduce -0.9% | 15,090 | $4.5M |
| Harbor Advisors LLC | 0.65% | No change | 15,000 | $4.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 15,000 | $4.5M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -7.9% | 14,822 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +76.5% | 14,802 | $4.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 14,734 | $4.4M |
| EFG International AG | 0.09% | Reduce -46.0% | 14,483 | $4.3M |
| Polar Asset Management Partners Inc. | 0.14% | Reduce -66.1% | 14,457 | $4.3M |
| Campbell & CO Investment Adviser LLC | 0.24% | New | 14,272 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +13.3% | 14,147 | $4.2M |
| Picton Mahoney Asset Management | 0.04% | Reduce -47.1% | 13,834 | $4.1M |
| Transamerica Financial Advisors, LLC | 0.34% | Reduce -6.1% | 13,563 | $4.0M |
| Tremblant Capital Group | 0.13% | Reduce -90.7% | 13,481 | $4.0M |
| Mitchell Capital Management Co. | 0.71% | New | 12,947 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +14.0% | 12,945 | $3.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 12,554 | $3.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +4.4% | 12,453 | $3.7M |
| US Bancorp \de | 0.00% | Add +3.4% | 12,402 | $3.7M |
| Whittier Trust Co. | 0.04% | Add +1238.1% | 11,989 | $3.7M |
| Citigroup Inc. | 0.00% | Add +29.5% | 12,174 | $3.6M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +10.3% | 11,836 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.7% | 11,728 | $3.5M |
| SRH Advisors, LLC | 0.98% | No change | 11,525 | $3.4M |
| CX Institutional | 0.10% | New | 11,376 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Add +4.7% | 11,200 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -9.3% | 11,135 | $3.3M |
| Vident Advisory, LLC | 0.03% | Add +308.1% | 10,835 | $3.2M |
| Crossmark Global Holdings, Inc. | 0.05% | Add +370.4% | 10,833 | $3.2M |
| Bridge City Capital, LLC | 0.89% | Reduce -0.6% | 10,763 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 10,657 | $3.2M |
| Arizona State Retirement System | 0.02% | Reduce -1.1% | 10,621 | $3.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +67.2% | 10,463 | $3.1M |
| Campbell Newman Asset Management Inc. | 0.24% | Add +1.8% | 10,027 | $3.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 9,701 | $2.9M |
| Emerald Investment Advisers, LLC | 0.26% | — | 9,699 | $2.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 9,691 | $2.9M |
| Intech Investment Management LLC | 0.03% | Add +67.5% | 9,306 | $2.8M |
| State of Michigan Retirement System | 0.01% | Add +2.2% | 9,305 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +2.4% | 9,282 | $2.8M |
| Eagle Rock Investment Company, LLC | 0.40% | No change | 9,268 | $2.8M |
| DGS Capital Management, LLC | 0.44% | Add +9.2% | 9,031 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Reduce -30.5% | 8,962 | $2.7M |
| Essex Investment Management Co. LLC | 0.42% | Add +1.9% | 8,939 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.3% | 8,820 | $2.6M |
| South Dakota Investment Council | 0.05% | Add +29.3% | 8,817 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 8,664 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +24.2% | 8,595 | $2.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -21.0% | 8,595 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 8,553 | $2.6M |
| Covea Finance | 0.09% | Reduce -91.9% | 8,400 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +25.6% | 8,356 | $2.5M |
| James Investment Research, Inc. | 0.27% | Add +0.2% | 8,197 | $2.4M |
| New Mexico Educational Retirement Board | 0.07% | No change | 8,000 | $2.4M |
| Vestcor Inc | 0.07% | Add +73.9% | 7,975 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.5% | 7,956 | $2.4M |
| Summit Trail Advisors, LLC | 0.03% | Add +20.3% | 7,908 | $2.4M |
| Element Squared LLC | 1.33% | New | 7,894 | $2.4M |
| Allstate Corp. | 0.03% | New | 7,842 | $2.3M |
| Hancock Whitney Corp. | 0.04% | Add +1.1% | 7,284 | $2.3M |
| Hager Investment Management Services, LLC | 1.28% | Add +0.3% | 7,812 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +407.7% | 7,565 | $2.3M |
| Bank of Montreal | 0.00% | Add +4.4% | 7,639 | $2.3M |
| Axq Capital, LP | 0.29% | New | 7,526 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 7,481 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -12.2% | 7,393 | $2.2M |
| Credit Agricole S A | 0.01% | Reduce -8.8% | 7,296 | $2.2M |
| Monument Capital Management | 0.54% | Add +0.8% | 7,171 | $2.1M |
| Princeton Capital Management LLC | 0.58% | Add +7.0% | 7,150 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +0.5% | 7,125 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.12% | Add +51.4% | 7,060 | $2.1M |
| Dana Investment Advisors, Inc. | 0.06% | Add +9.7% | 6,807 | $2.0M |
| Washington Trust Advisors, Inc. | 0.16% | Reduce -1.8% | 6,783 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -24.1% | 6,781 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +107.5% | 6,771 | $2.0M |
| Aquatic Capital Management LLC | 0.06% | New | 6,707 | $2.0M |
| MAI Capital Management | 0.01% | Add +19.9% | 6,576 | $2.0M |
| Radnor Capital Management, LLC | 0.29% | Add +0.5% | 6,480 | $1.9M |
| Prudential Financial Inc. | 0.00% | Add +161.5% | 6,461 | $1.9M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -3.8% | 6,437 | $1.9M |
| Huntington National Bank | 0.01% | Add +3592.4% | 6,314 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.7% | 6,257 | $1.9M |
| Nitorum Capital, L.P. | 1.63% | Reduce -76.6% | 6,225 | $1.9M |
| Inspire Investing, LLC | 0.11% | Reduce -25.4% | 6,202 | $1.9M |
| Walleye Capital LLC | 0.01% | Reduce -93.4% | 6,197 | $1.8M |
| Sargent Investment Group, LLC | 0.24% | Add +0.1% | 6,180 | $1.8M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Add +7367.9% | 5,825 | $1.8M |
| Valley National Advisers Inc. | 0.22% | Reduce -0.8% | 5,590 | $1.7M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -2.0% | 5,500 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -26.3% | 5,466 | $1.6M |
| Sit Investment Associates Inc. | 0.03% | Add +11.3% | 5,415 | $1.6M |
| OP Asset Management Ltd | 0.02% | New | 5,282 | $1.6M |
| Croban | 0.74% | Reduce -1.9% | 5,271 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +7.2% | 5,102 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +28.7% | 5,070 | $1.5M |
| Catalyst Capital Advisors LLC | 0.03% | No change | 5,025 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | New | 4,932 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +169.7% | 4,170 | $1.5M |
| Angeles Wealth Management, LLC | 0.08% | Add +1.6% | 4,892 | $1.5M |
| Summit Place Financial Advisors, LLC | 0.68% | Add +0.1% | 4,734 | $1.4M |
| Tidal Investments LLC | 0.00% | Add +385.5% | 4,908 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +25.5% | 4,706 | $1.4M |
| Cornerstone Investment Partners, LLC | 0.06% | Add +6.8% | 4,699 | $1.4M |
| Great Diamond Partners, LLC | 0.27% | Add +19.7% | 4,653 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.6% | 4,558 | $1.4M |
| Xponance LLC | 0.01% | Add +29.5% | 4,537 | $1.4M |
| Legato Capital Management LLC | 0.12% | Reduce -41.6% | 4,535 | $1.4M |
| Martingale Asset Management L P | 0.03% | Add +27.0% | 4,470 | $1.3M |
| Brighton Jones LLC | 0.03% | New | 4,427 | $1.3M |
| Freedom Day Solutions, LLC | 0.34% | Reduce -2.0% | 4,236 | $1.3M |
| Gateway Investment Advisers LLC | 0.01% | Add +208.9% | 4,096 | $1.2M |
| Essential Partners LLC | 0.40% | Add +1.0% | 4,004 | $1.2M |
| Sivia Capital Partners, LLC | 0.23% | Add +203.6% | 3,980 | $1.2M |
| First Eagle Investment Management, LLC | 0.00% | Reduce -4.8% | 3,903 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | No change | 3,848 | $1.1M |
| Krilogy Financial LLC | 0.04% | Add +2.0% | 3,182 | $1.1M |
| Alyeska Investment Group, L.P. | 0.00% | New | 3,741 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.5% | 3,735 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.1% | 3,719 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.27% | Reduce -3.5% | 3,671 | $1.1M |
| Trivant Custom Portfolio Group, LLC | 0.60% | Add +0.9% | 3,641 | $1.1M |
| Worldquant Millennium Advisors LLC | 0.00% | New | 3,608 | $1.1M |
| Buckhead Capital Management LLC | 0.40% | No change | 3,555 | $1.1M |
| Dark Forest Capital Management LP | 0.09% | New | 3,540 | $1.1M |
| Havemeyer Place LP | 0.12% | New | 3,416 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +24.4% | 3,414 | $1.0M |
| Legend Financial Advisors, Inc. | 0.62% | Add +0.1% | 3,219 | $961K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +4.0% | 3,209 | $958K |
| Integrated Wealth Concepts LLC | 0.01% | New | 3,185 | $951K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,181 | $950K |
| Atria Investments, Inc | 0.01% | Add +0.8% | 3,172 | $947K |
| Isthmus Partners, LLC | 0.10% | Reduce -8.7% | 3,165 | $945K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.5% | 3,129 | $943K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.8% | 3,148 | $940K |
| Nicholas Investment Partners, LP | 0.08% | Reduce -23.6% | 3,138 | $937K |
| PenderFund Capital Management Ltd. | 0.43% | Add +1.3% | 3,100 | $925K |
| Federated Hermes, Inc. | 0.00% | Add +12.7% | 3,075 | $918K |
| BNP Paribas | 0.03% | Add +1.0% | 3,033 | $905K |
| Swedbank AB | 0.00% | Reduce -2.3% | 3,000 | $896K |
| Intrust Bank NA | 0.07% | Add +0.3% | 2,976 | $888K |
| Securian Asset Management, Inc. | 0.03% | Add +3.6% | 2,891 | $863K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +61.2% | 2,859 | $853K |
| Penserra Capital Management LLC | 0.01% | Add +200.8% | 2,852 | $851K |
| Aviva PLC | 0.00% | Reduce -14.4% | 2,787 | $832K |
| Impact Partnership Wealth, LLC | 0.10% | Add +15.2% | 2,782 | $830K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.1% | 2,749 | $821K |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 2,405 | $818K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 2,721 | $812K |
| O'ROURKE & COMPANY, Inc | 0.32% | Reduce -1.8% | 2,680 | $800K |
| Gsa Capital Partners LLP | 0.05% | New | 2,648 | $790K |
| Polymer Capital Management (US) LLC | 0.12% | New | 2,639 | $788K |
| Mgo One Seven LLC | 0.02% | Reduce -2.0% | 2,617 | $781K |
| VARCOV Co. | 0.29% | New | 2,583 | $771K |
| Lecap Asset Management Ltd. | 0.29% | New | 2,560 | $764K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.5% | 2,538 | $758K |
| Waddell & Associates, LLC | 0.04% | Add +126.0% | 2,515 | $751K |
| Morningstar Investment Management LLC | 0.05% | New | 2,506 | $748K |
| Pier Capital, LLC | 0.12% | Reduce -3.9% | 2,493 | $744K |
| Diversify Wealth Management, LLC | 0.01% | Add +39.0% | 2,290 | $742K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.0% | 2,366 | $706K |
| Brooklyn Investment Group | 0.02% | Add +136.9% | 2,291 | $684K |
| JMN Financial LLC | 0.67% | Add +2.2% | 2,282 | $681K |
| BOK Financial Private Wealth, Inc. | 0.04% | Reduce -14.1% | 2,235 | $667K |
| HB Wealth Management, LLC | 0.00% | Add +0.3% | 2,208 | $659K |
| Journey Strategic Wealth LLC | 0.02% | Add +8.2% | 2,189 | $653K |
| Bull Harbor Capital LLC | 0.17% | — | 2,143 | $640K |
| Savvy Advisors, Inc. | 0.02% | Add +10.3% | 2,116 | $632K |
| Aviance Capital Partners, LLC | 0.07% | Reduce -1.4% | 2,098 | $626K |
| M&T Bank Corp | 0.00% | Reduce -41.4% | 2,083 | $622K |
| Vise Technologies, Inc. | 0.01% | No change | 1,808 | $615K |
| Kera Capital Partners, Inc. | 0.08% | Reduce -1.8% | 2,058 | $614K |
| PDT Partners, LLC | 0.04% | No change | 2,000 | $597K |
| Summit Financial, LLC | 0.01% | Reduce -3.2% | 1,988 | $593K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 1,986 | $593K |
| Calamos Advisors LLC | 0.00% | New | 1,953 | $583K |
| MML Investors Services, LLC | 0.00% | Reduce -25.4% | 1,952 | $583K |
| Utah Retirement Systems | 0.01% | No change | 1,948 | $581K |
| Waverly Advisors, LLC | 0.00% | Add +92.5% | 1,910 | $570K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 1,895 | $566K |
| Choreo, LLC | 0.01% | Add +1.9% | 1,893 | $565K |
| J2 Capital Management Inc | 0.38% | No change | 1,871 | $559K |
| DNB Asset Management AS | 0.00% | New | 1,866 | $557K |
| Hardy Reed LLC | 0.04% | No change | 1,854 | $553K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,839 | $549K |
| Rothschild Investment LLC | 0.03% | Add +135.0% | 1,831 | $547K |
| Net Worth Advisory Group | 0.11% | Add +10.3% | 1,822 | $544K |
| Cetera Trust Company, N.A | 0.31% | No change | 1,820 | $543K |
| Argonautica Private Wealth Management, Inc. | 0.16% | No change | 1,807 | $539K |
| Commerce Bank | 0.00% | Reduce -1.4% | 1,754 | $524K |
| Mount Lucas Management LP | 0.19% | New | 1,723 | $514K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,720 | $513K |
| Greenleaf Trust | 0.01% | Reduce -0.1% | 1,699 | $507K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +33.5% | 1,695 | $506K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.3% | 1,676 | $500K |
| VestGen Investment Management | 0.28% | Reduce -2.0% | 1,674 | $500K |
| Encompass More Asset Management | 0.08% | New | 1,663 | $496K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,643 | $490K |
| Johnson Investment Counsel Inc. | 0.00% | Add +13.6% | 1,637 | $489K |
| Precision Wealth Strategies, LLC | 0.16% | Add +4.4% | 1,630 | $487K |
| Certuity, LLC | 0.03% | Add +30.6% | 1,625 | $485K |
| Whalen Wealth Management Inc. | 0.25% | Add +96.9% | 1,587 | $474K |
| Citizens Financial Group Inc. | 0.01% | New | 1,581 | $472K |
| Ethic Inc. | 0.01% | Add +14.7% | 1,572 | $469K |
| Evolve Private Wealth, LLC | 0.02% | Add +23.8% | 1,553 | $464K |
| Evoke Wealth, LLC | 0.01% | Add +48.0% | 1,553 | $464K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +24.6% | 1,536 | $459K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +329.2% | 1,515 | $452K |
| Allworth Financial LP | 0.00% | Add +86.6% | 1,513 | $452K |
| Callan Family Office, LLC | 0.01% | Add +0.9% | 1,510 | $451K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.3% | 1,509 | $450K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -9.1% | 1,495 | $446K |
| GAMMA Investing LLC | 0.02% | Add +16.7% | 1,449 | $433K |
| Sterling Capital Management LLC | 0.01% | Reduce -39.7% | 1,449 | $433K |
| Transcend Capital Advisors, LLC | 0.03% | Add +30.5% | 1,424 | $425K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.8% | 1,403 | $419K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 1,400 | $418K |
| Pinebridge Investments LLC | 0.00% | New | 1,382 | $413K |
| Diametric Capital, LP | 0.11% | New | 1,381 | $412K |
| Fielder Capital Group LLC | 0.09% | Reduce -1.1% | 1,380 | $412K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -3.0% | 1,347 | $402K |
| Toronto Dominion Bank | 0.00% | Reduce -22.4% | 1,345 | $402K |
| Hudson Edge Investment Partners Inc. | 0.06% | Reduce -51.4% | 1,341 | $400K |
| Quantum Portfolio Management LLC | 0.17% | Add +10.8% | 1,333 | $398K |
| Ritholtz Wealth Management | 0.01% | Reduce -12.0% | 1,325 | $395K |
| Praxis Investment Management Inc. | 0.02% | Add +48.0% | 1,302 | $389K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -10.8% | 1,299 | $388K |
| Benjamin Edwards Inc. | 0.00% | Add +50.8% | 1,292 | $386K |
| Shelton Capital Management | 0.01% | No change | 1,268 | $379K |
| Insight Wealth Partners, LLC | 0.15% | No change | 1,254 | $374K |
| First Bank & Trust | 0.06% | Add +1.0% | 1,247 | $372K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -85.0% | 1,241 | $370K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.9% | 1,200 | $366K |
| Magnetar Financial LLC | 0.00% | New | 1,222 | $365K |
| Lido Advisors, LLC | 0.00% | Add +7.3% | 1,203 | $359K |
| CIBC Asset Management Inc | 0.00% | No change | 1,193 | $356K |
| Stephens Inc. | 0.00% | Add +4.0% | 1,182 | $353K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.6% | 1,181 | $353K |
| Wedmont Private Capital | 0.01% | Add +18.1% | 1,081 | $352K |
| AlphaGrep UK Ltd | 0.10% | New | 1,177 | $351K |
| KBC Group NV | 0.00% | Add +8.5% | 1,177 | $351K |
| Brevan Howard Capital Management LP | 0.00% | New | 1,163 | $347K |
| Vann Equity Management LLC | 0.25% | — | 1,159 | $346K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -2.5% | 1,143 | $341K |
| Qtron Investments LLC | 0.05% | New | 1,128 | $337K |
| AE Wealth Management LLC | 0.00% | Reduce -4.7% | 1,117 | $334K |
| Cibc World Market Inc. | 0.00% | Add +19.2% | 1,117 | $333K |
| Hantz Financial Services, Inc. | 0.01% | Add +74.7% | 1,111 | $332K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.1% | 1,108 | $331K |
| &partners | 0.00% | Add +13.8% | 1,103 | $329K |
| Bayforest Capital Ltd | 0.37% | Add +73.5% | 1,093 | $326K |
| Crestwood Advisors Group, LLC | 0.01% | Add +50.8% | 1,093 | $326K |
| Legacy Financial Independent Advisors LLC | 0.17% | — | 1,084 | $324K |
| North Dakota State Investment Board | 0.01% | Reduce -17.3% | 1,078 | $322K |
| Arax Advisory Partners | 0.01% | Add +476.9% | 1,050 | $315K |
| Centurion Wealth Management LLC | 0.07% | No change | 1,050 | $313K |
| Bridgefront Capital, LLC | 0.08% | Add +77.0% | 1,048 | $313K |
| VestGen Advisors, LLC | 0.01% | New | 902 | $308K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.2% | 1,023 | $305K |
| Private Client Services, LLC | 0.09% | Reduce -64.2% | 1,023 | $305K |
| Park Avenue Securities LLC | 0.00% | Add +23.0% | 1,020 | $304K |
| QTR Family Wealth, LLC | 0.13% | New | 849 | $304K |
| Gruss & Co., LLC | 0.70% | New | 1,000 | $299K |
| Intercapital, LLC | 0.17% | Reduce -64.9% | 1,000 | $299K |
| Heritage Wealth Management, Inc. | 0.15% | No change | 1,000 | $299K |
| Levin Capital Strategies, L.P. | 0.02% | New | 1,000 | $299K |
| Courier Capital LLC | 0.02% | No change | 1,000 | $299K |
| Farther Finance Advisors, LLC | 0.00% | Add +23.0% | 989 | $298K |
| Kendall Capital Management | 0.06% | Add +34.5% | 995 | $297K |
| Belpointe Asset Management LLC | 0.01% | Reduce -13.9% | 995 | $297K |
| NewEdge Wealth, LLC | 0.00% | Reduce -11.4% | 990 | $296K |
| Parallel Advisors, LLC | 0.01% | Add +4.1% | 984 | $294K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -2.4% | 980 | $293K |
| Narus Financial Partners, LLC | 0.08% | No change | 979 | $292K |
| Meeder Advisory Services, Inc. | 0.01% | Add +11.3% | 971 | $290K |
| Moody Aldrich Partners LLC | 0.05% | Reduce -2.2% | 965 | $288K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.3% | 952 | $284K |
| Evergreen Capital Management LLC | 0.01% | New | 951 | $284K |
| Advyzon Investment Management, LLC | 0.02% | Add +42.8% | 914 | $273K |
| PCM Encore, LLC | 0.06% | Add +0.2% | 912 | $272K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +15.6% | 806 | $272K |
| Dundas Partners LLP | 0.02% | Reduce -15.3% | 906 | $270K |
| Compound Planning, Inc. | 0.01% | Reduce -21.4% | 905 | $270K |
| Portside Wealth Group, LLC | 0.04% | Reduce -4.4% | 905 | $270K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -2.8% | 901 | $269K |
| Brown Miller Wealth Management, LLC | 0.08% | Add +8.1% | 894 | $267K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +0.5% | 892 | $266K |
| Norden Group LLC | 0.03% | Reduce -8.2% | 891 | $266K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +11.3% | 890 | $266K |
| Profund Advisors LLC | 0.01% | Add +4.6% | 871 | $260K |
| Daymark Wealth Partners, LLC | 0.01% | New | 858 | $256K |
| Savant Capital, LLC | 0.00% | Add +35.3% | 851 | $254K |
| Parcion Private Wealth LLC | 0.02% | Add +1.6% | 850 | $254K |
| Investment House LLC | 0.01% | No change | 850 | $254K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 848 | $253K |
| Earned Wealth Advisors, LLC | 0.02% | Add +18.2% | 846 | $252K |
| Index Technologies Group LLC | 0.27% | Add +23.0% | 845 | $252K |
| Banque Pictet & Cie SA | 0.00% | Reduce -64.2% | 844 | $252K |
| Optas, LLC | 0.04% | Add +29.1% | 829 | $247K |
| Clearstead Advisors, LLC | 0.00% | Add +310.6% | 813 | $243K |
| Inscription Capital, LLC | 0.03% | Reduce -12.4% | 807 | $241K |
| Empowered Funds, LLC | 0.00% | Reduce -53.3% | 807 | $241K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +18.8% | 804 | $240K |
| Hilltop Holdings Inc. | 0.02% | Reduce -25.4% | 804 | $240K |
| Indivisible Partners | 0.02% | New | 801 | $239K |
| Planned Solutions, Inc. | 0.08% | No change | 800 | $239K |
| Curi Capital, LLC | 0.00% | New | 792 | $236K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 793 | $236K |
| Pekin Hardy Strauss, Inc. | 0.02% | Reduce -26.6% | 785 | $234K |
| SYM FINANCIAL Corp | 0.02% | Add +1.8% | 773 | $231K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Reduce -16.8% | 773 | $231K |
| Anb Bank | 0.09% | Add +0.3% | 771 | $230K |
| Greenspring Advisors, LLC | 0.01% | Reduce -6.4% | 770 | $230K |
| Advisor OS, LLC | 0.02% | New | 758 | $226K |
| Parsons Capital Management Inc. | 0.01% | New | 750 | $224K |
| Versant Capital Management, Inc | 0.02% | Add +19.6% | 745 | $222K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 741 | $221K |
| Cypress Capital, LLC | 0.06% | Add +6.2% | 737 | $220K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Add +2829.7% | 1,084 | $216K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 725 | $216K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 719 | $215K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -93.3% | 710 | $212K |
| Matauro, LLC | 0.03% | No change | 707 | $211K |
| Abel Hall, LLC | 0.04% | Reduce -7.6% | 705 | $210K |
| Foster & Motley Inc. | 0.01% | Reduce -6.5% | 699 | $209K |
| Retirement Guys Formula LLC | 0.10% | Add +2.4% | 694 | $207K |
| Rothschild Wealth LLC | 0.02% | New | 692 | $207K |
| R Squared Ltd | 0.11% | New | 690 | $206K |
| Inceptionr LLC | 0.05% | Reduce -71.3% | 685 | $204K |
| National Bank of Canada | 0.00% | Reduce -40.3% | 684 | $204K |
| Destination Wealth Management | 0.01% | Add +8.6% | 681 | $203K |
| Northwest Wealth Management, LLC | 0.03% | New | 680 | $203K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 583 | $203K |
| Denali Advisors LLC | 0.02% | Add +0.3% | 671 | $200K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 668 | $199K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.1% | 640 | $191K |
| Central Pacific Bank - Trust Division | 0.02% | Add +3.6% | 570 | $170K |
| UMB Bank, n.a. | 0.00% | Add +7.0% | 566 | $169K |
| Root Financial Partners, LLC | 0.01% | Add +173.5% | 558 | $167K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.0% | 556 | $166K |
| Blue Trust, Inc. | 0.00% | Reduce -36.9% | 548 | $163K |
| Twin Tree Management, LP | 0.03% | New | 535 | $160K |
| Zions Bancorporation, National Association | 0.01% | Reduce -83.5% | 495 | $148K |
| IFP Advisors, Inc | 0.00% | Add +98.3% | 454 | $136K |
| Employees Retirement System of Texas | 0.00% | New | 434 | $130K |
| True Wealth Design, LLC | 0.03% | Add +46.8% | 367 | $110K |
| AlphaCentric Advisors LLC | 0.08% | New | 272 | $81K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.8% | 267 | $80K |
| Bessemer Group Inc. | 0.00% | Add +20.1% | 257 | $77K |
| WealthCollab, LLC | 0.03% | No change | 238 | $71K |
| Quent Capital, LLC | 0.01% | Add +105.2% | 236 | $70K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +136.3% | 241 | $69K |
| Signaturefd, LLC | 0.00% | Reduce -2.6% | 225 | $67K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -98.3% | 220 | $66K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.8% | 218 | $62K |
| Piscataqua Savings Bank | 0.04% | No change | 180 | $54K |
| GHP Investment Advisors, Inc. | 0.00% | Add +282.2% | 172 | $51K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +30.7% | 166 | $50K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 165 | $49K |
| Assetmark, Inc. | 0.00% | Add +1.9% | 158 | $47K |
| Larson Financial Group LLC | 0.00% | Add +270.7% | 152 | $45K |
| State of Wyoming | 0.01% | Reduce -32.9% | 147 | $44K |
| Covestor Ltd | 0.03% | Reduce -39.2% | 135 | $41K |
| Key Financial Inc | 0.01% | No change | 137 | $41K |
| Addison Advisors LLC | 0.01% | No change | 132 | $39K |
| LRI Investments, LLC | 0.00% | No change | 129 | $39K |
| First Horizon Corp. | 0.00% | Reduce -27.6% | 126 | $38K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +1.6% | 123 | $37K |
| Bell Investment Advisors, Inc | 0.01% | Add +15.1% | 122 | $36K |
| Group One Trading LLC | 0.00% | Add +135.4% | 113 | $34K |
| Palladiem, LLC | 0.03% | No change | 100 | $33K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -92.7% | 109 | $33K |
| Lanark Financial, Inc. | 0.00% | Add +1.0% | 102 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 98 | $29K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -9.4% | 96 | $29K |
| Kemnay Advisory Services Inc. | 0.00% | New | 94 | $28K |
| CVA Family Office, LLC | 0.00% | Add +51.6% | 94 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -14.2% | 91 | $27K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +304.6% | 89 | $27K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 87 | $26K |
| Hurley Capital, LLC | 0.01% | No change | 87 | $26K |
| TrinityBridge Ltd | 0.00% | No change | 80 | $24K |
| V-Square Quantitative Management LLC | 0.00% | No change | 76 | $23K |
| Salem Investment Counselors Inc. | 0.00% | New | 75 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69 | $21K |
| Tidemark, LLC | 0.01% | New | 68 | $20K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 67 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 63 | $19K |
| Manchester Capital Management LLC | 0.00% | Add +1.7% | 61 | $18K |
| Fortitude Family Office, LLC | 0.00% | Add +3.5% | 60 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 60 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +2.1% | 49 | $15K |
| Smithfield Trust Co | 0.00% | No change | 42 | $13K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -62.6% | 43 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 40 | $13K |
| REAP Financial Group, LLC | 0.00% | No change | 41 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.5% | 39 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.7% | 38 | $11K |
| Mather Group, Llc. | 0.00% | New | 34 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $10K |
| Bfsg, LLC | 0.00% | No change | 32 | $10K |
| United Financial Planning Group LLC | 0.00% | New | 26 | $8K |
| Scarborough Advisors, LLC | 0.00% | No change | 26 | $8K |
| Whipplewood Advisors, LLC | 0.00% | New | 24 | $7K |
| Ancora Advisors LLC | 0.00% | Reduce -71.3% | 23 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 22 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +5.0% | 21 | $6K |
| Danske Bank A/S | 0.00% | Reduce -80.0% | 20 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 19 | $6K |
| American National Bank & Trust | 0.00% | Add +1800.0% | 19 | $6K |
| Activest Wealth Management | 0.00% | Reduce -29.2% | 17 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +66.7% | 15 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +16.7% | 14 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $4K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 14 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +7.7% | 14 | $4K |
| Clearstead Trust, LLC | 0.00% | Add +9.1% | 12 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 12 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 11 | $3K |
| Rossby Financial, LCC | 0.00% | Add +150.0% | 10 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $3K |
| Navigoe, LLC | 0.00% | No change | 13 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 10 | $3K |
| MidFirst Bank | 0.00% | New | 10 | $3K |
| Westfuller Advisors, LLC | 0.00% | Reduce -9.1% | 10 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 9 | $3K |
| SouthState Bank Corp | 0.00% | Add +50.0% | 9 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -42.9% | 8 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +14.3% | 8 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 8 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 8 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +14.3% | 8 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -46.1% | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| MCF Advisors LLC | 0.00% | New | 6 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 6 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 5 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -75.0% | 5 | $1K |
| Front Row Advisors LLC | 0.00% | New | 5 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 5 | $1K |
| Investors Portfolio Services LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| Avion Wealth | 0.00% | Reduce -20.0% | 4 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $896 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $896 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $896 |
| Crewe Advisors LLC | 0.00% | No change | 3 | $896 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $896 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 2 | $599 |
| Sachetta, LLC | 0.00% | New | 2 | $598 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $598 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $597 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $597 |
| Abound Wealth Management | 0.00% | No change | 1 | $395 |
| Salomon & Ludwin, LLC | 0.00% | Reduce -97.6% | 1 | $305 |
| Caitlin John, LLC | 0.00% | No change | 1 | $299 |
| USA Financial Formulas | 0.00% | No change | 1 | $299 |
| Curio Wealth, LLC | 0.00% | New | 1 | $299 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $299 |
| Leonteq Securities AG | 0.00% | Reduce -75.0% | 1 | $299 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $299 |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.