Evercore Inc. Class AEVR
13F holders, Q2 2026 (June 30)713holders +57
104new positions
45sold out
7famous investors
$341.23avg. 13F price*
At the end of Q2 2026, 713 institutions reported holding Evercore Inc. Class A (EVR) in their 13F filings, up 57 from Q1 2026. 104 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($667.9M) and AQR Capital Management ($584.2M). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.2% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $243.4M |
| Exits | 45 | $125.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,874,592 shares bought and 3,600,042 shares sold, net +274,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 713 holders
| BlackRock, Inc. | 0.02% | Add +1.8% | 3,715,623 | $1.3B |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -0.9% | 1,956,150 | $667.9M |
| AQR Capital Management | 0.20% | Add +29.9% | 1,710,982 | $584.2M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.9% | 1,680,210 | $573.7M |
| Invesco Ltd. | 0.04% | Add +12.5% | 1,602,673 | $547.2M |
| State Street Corp. | 0.01% | Add +2.3% | 1,206,119 | $411.8M |
| FMR LLC | 0.02% | Reduce -32.2% | 1,132,481 | $386.7M |
| Geode Capital Management, LLC | 0.02% | Add +5.3% | 1,098,427 | $375.1M |
| Morgan Stanley | 0.01% | Reduce -12.5% | 803,015 | $274.2M |
| Millennium Management | 0.15% | Add +821.8% | 637,464 | $217.7M |
| Wellington Management Group LLP | 0.04% | Add +0.3% | 624,987 | $213.4M |
| Boston Partners | 0.19% | Add +5.9% | 614,517 | $209.8M |
| TD Asset Management Inc | 0.18% | Reduce -36.5% | 609,109 | $208.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.4% | 556,420 | $190.0M |
| UBS Group AG | 0.03% | Add +72.0% | 503,403 | $171.9M |
| Fisher Asset Management | 0.04% | Reduce -0.2% | 423,875 | $144.7M |
| Norges Bank | 0.01% | — | 417,041 | $142.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.7% | 409,197 | $137.5M |
| Bahl & Gaynor LLC | 0.62% | Reduce -1.6% | 395,493 | $135.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +23.3% | 393,112 | $134.2M |
| Primecap Management Co. | 0.08% | Add +6.3% | 376,150 | $128.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.1% | 353,320 | $120.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.3% | 349,683 | $119.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +49.3% | 347,147 | $118.5M |
| Point72 Asset Management | 0.19% | Reduce -11.8% | 344,521 | $117.6M |
| Capital International Investors | 0.02% | Add +108.5% | 324,747 | $110.9M |
| Artemis Investment Management LLP | 0.96% | Add +14.8% | 315,762 | $107.8M |
| Fuller & Thaler Asset Management, Inc. | 0.29% | Reduce -6.3% | 310,105 | $105.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.1% | 302,828 | $103.4M |
| Paralel Advisors LLC | 3.96% | No change | 300,000 | $102.4M |
| Stephens Investment Management Group LLC | 1.04% | Add +8.9% | 282,832 | $96.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.0% | 275,398 | $94.0M |
| Qube Research & Technologies Ltd | 0.09% | Add +0.5% | 250,095 | $85.4M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +1.7% | 243,109 | $83.0M |
| William Blair Investment Management, LLC | 0.25% | Reduce -6.6% | 239,490 | $81.8M |
| Bank of America Corp. | 0.00% | Reduce -7.1% | 218,035 | $74.4M |
| Jacobs Levy Equity Management, Inc. | 0.27% | Add +50.4% | 217,208 | $74.2M |
| Two Sigma Investments, LP | 0.05% | Add +95.0% | 197,932 | $67.6M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.6% | 197,638 | $67.5M |
| American Century Companies Inc. | 0.03% | Add +133.8% | 194,737 | $66.5M |
| Azora Capital LP | 2.68% | New | 186,028 | $63.5M |
| Quantinno Capital Management LP | 0.08% | Add +5.3% | 184,970 | $63.2M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -1.7% | 170,140 | $58.1M |
| Schroder Investment Management Group | 0.04% | Reduce -9.6% | 172,702 | $57.8M |
| TimesSquare Capital Management, LLC | 0.83% | Reduce 0.0% | 165,959 | $56.7M |
| Renaissance Technologies | 0.07% | Reduce -10.2% | 156,180 | $53.3M |
| Royce & Associates LP | 0.38% | Add +10.0% | 139,266 | $47.6M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -17.1% | 134,065 | $45.8M |
| Jupiter Topco LLC | 0.02% | — | 132,403 | $45.2M |
| Ameriprise Financial Inc. | 0.01% | Add +127.2% | 127,099 | $43.4M |
| Nomura Asset Management International Inc. | 0.06% | Reduce -14.2% | 121,454 | $41.5M |
| Neuberger Berman Group LLC | 0.03% | Add +58.1% | 118,792 | $40.6M |
| Global Alpha Capital Management Ltd. | 2.42% | Reduce -0.6% | 118,121 | $40.3M |
| Franklin Resources Inc. | 0.01% | Reduce -12.0% | 117,846 | $40.2M |
| Boston Trust Walden Corp | 0.30% | Add +88.9% | 115,831 | $39.5M |
| Ceredex Value Advisors LLC | 1.04% | Reduce -12.4% | 108,250 | $37.0M |
| Braun Stacey Associates Inc. | 1.04% | Reduce -0.1% | 107,878 | $36.8M |
| Westwood Holdings Group Inc. | 0.27% | Reduce -3.7% | 104,279 | $35.6M |
| Holocene Advisors, LP | 0.08% | Reduce -4.7% | 102,758 | $35.1M |
| Alyeska Investment Group, L.P. | 0.09% | Add +2573.5% | 100,016 | $34.1M |
| Rhumbline Advisers | 0.03% | Reduce -0.6% | 99,799 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 98,494 | $33.6M |
| WCM Investment Management, LLC | 0.06% | Reduce -0.3% | 99,887 | $33.4M |
| Ieq Capital, LLC | 0.15% | Reduce -0.4% | 94,525 | $32.3M |
| Retirement Systems of Alabama | 0.10% | Reduce -7.4% | 93,181 | $31.8M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -21.1% | 91,600 | $31.3M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -0.6% | 91,374 | $31.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.2% | 89,248 | $30.5M |
| Principal Financial Group Inc. | 0.01% | Add +1.8% | 87,797 | $30.0M |
| Fort Washington Investment Advisors Inc. | 0.15% | Add +2.5% | 87,345 | $29.8M |
| SG Americas Securities, LLC | 0.02% | Reduce -20.0% | 82,413 | $28.1M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +26.4% | 81,982 | $28.0M |
| Marsico Capital Management LLC | 0.71% | Add +57.2% | 79,919 | $27.3M |
| Sei Investments Co. | 0.02% | Add +5.6% | 78,541 | $26.8M |
| Nuveen, LLC | 0.01% | Add +5.0% | 77,054 | $26.3M |
| ProShare Advisors LLC | 0.04% | Add +8.1% | 75,810 | $25.9M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 75,520 | $25.8M |
| TD Waterhouse Canada Inc. | 0.07% | Reduce -45.0% | 74,739 | $25.5M |
| Interval Partners, LP | 0.81% | Add +102.0% | 74,149 | $25.3M |
| California Public Employees Retirement System | 0.01% | Add +1.2% | 73,820 | $25.2M |
| Flputnam Investment Management Co. | 0.30% | New | 73,592 | $25.1M |
| Cerity Partners LLC | 0.03% | Add +19.2% | 73,252 | $25.0M |
| Woodline Partners LP | 0.07% | Add +40.6% | 70,414 | $24.0M |
| Longaeva Partners L.P. | 0.67% | Reduce -56.8% | 67,925 | $23.2M |
| Treasurer of the State of North Carolina | 0.06% | Add +0.4% | 63,330 | $21.6M |
| Driehaus Capital Management LLC | 0.12% | New | 62,852 | $21.5M |
| Frontier Capital Management Co. LLC | 0.20% | Add +17.8% | 62,310 | $21.3M |
| Mariner, LLC | 0.02% | Add +52.9% | 61,662 | $21.1M |
| GW&K Investment Management, LLC | 0.16% | No change | 59,232 | $20.2M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -84.1% | 58,797 | $20.1M |
| Cookson Peirce & Co. Inc. | 0.65% | Reduce -0.1% | 57,371 | $19.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -27.0% | 57,145 | $19.5M |
| Wells Fargo & Company | 0.00% | Add +23.6% | 56,837 | $19.4M |
| Macquarie Group Ltd. | 0.08% | Reduce -14.6% | 56,800 | $19.4M |
| STRS Ohio | 0.07% | Add +2.9% | 56,474 | $19.3M |
| Legal & General Group Plc | 0.00% | Add +2.2% | 56,081 | $19.1M |
| CCM Investment Advisers LLC | 1.46% | Add +0.9% | 55,434 | $18.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.6% | 60,674 | $18.1M |
| State of Wisconsin Investment Board | 0.04% | Reduce -8.2% | 52,315 | $17.9M |
| Panagora Asset Management Inc. | 0.05% | Add +23.8% | 51,078 | $17.4M |
| Citigroup Inc. | 0.01% | Add +311.0% | 50,031 | $17.1M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 49,121 | $16.8M |
| BNP Paribas Financial Markets | 0.01% | Add +7.6% | 48,882 | $16.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +1644.5% | 47,468 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.3% | 46,399 | $15.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.0% | 45,486 | $15.5M |
| Empire Life Investments Inc. | 0.87% | Reduce -3.9% | 45,428 | $15.5M |
| Jain Global LLC | 0.20% | New | 45,101 | $15.4M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 43,624 | $14.9M |
| Engineers Gate Manager LP | 0.19% | Reduce -52.3% | 42,180 | $14.4M |
| Cresset Asset Management, LLC | 0.05% | Add +1.1% | 41,232 | $14.1M |
| Barclays PLC | 0.00% | Reduce -0.2% | 40,781 | $13.9M |
| Corient Private Wealth LP | 0.02% | Reduce -6.8% | 40,698 | $13.9M |
| Morse Asset Management, Inc | 2.19% | Add +0.4% | 38,601 | $13.2M |
| Ensign Peak Advisors, Inc | 0.02% | Add +268.1% | 38,512 | $13.1M |
| Natixis Advisors, LLC | 0.01% | Add +11.5% | 37,847 | $12.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +3.8% | 37,739 | $12.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -88.5% | 37,491 | $12.8M |
| SummitTX Capital, L.P. | 0.33% | Add +52.8% | 36,804 | $12.6M |
| Freestone Grove Partners LP | 0.08% | Reduce -24.6% | 36,792 | $12.6M |
| Peregrine Capital Management LLC | 0.40% | Reduce -6.9% | 36,113 | $12.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +3.4% | 35,975 | $12.3M |
| Caisse de depot et placement du Quebec | 0.02% | Add +134.7% | 35,700 | $12.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.9% | 35,667 | $12.2M |
| Zurich Insurance Group Ltd | 0.08% | New | 35,515 | $12.1M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -1.2% | 35,269 | $12.0M |
| Segall Bryant & Hamill, LLC | 0.14% | Add +1.8% | 35,124 | $12.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -67.0% | 34,998 | $11.9M |
| Worldquant Millennium Advisors LLC | 0.04% | Add +855.0% | 34,457 | $11.8M |
| Walter Public Investments Inc. | 2.82% | New | 34,369 | $11.7M |
| Leeward Investments, LLC - MA | 0.53% | Reduce -5.5% | 34,181 | $11.7M |
| Pinnacle Associates Ltd. | 0.13% | Add +4.5% | 34,039 | $11.6M |
| Bridgewater Associates | 0.05% | Reduce -63.3% | 33,194 | $11.3M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -34.2% | 32,961 | $11.3M |
| Focus Partners Wealth | 0.01% | Add +9.3% | 32,650 | $11.1M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.6% | 32,284 | $11.0M |
| Appleton Partners Inc. | 0.67% | Add +0.9% | 32,222 | $11.0M |
| First Trust Advisors LP | 0.01% | Add +19.4% | 31,827 | $10.9M |
| Creative Planning | 0.01% | Add +23.9% | 31,231 | $10.7M |
| Bokf, NA | 0.14% | Reduce -1.4% | 30,377 | $10.4M |
| Jones Financial Companies LLLP | 0.00% | Add +14.6% | 29,792 | $10.2M |
| Verdence Capital Advisors LLC | 0.53% | Reduce -0.0% | 29,802 | $10.2M |
| Castleark Management LLC | 0.27% | Reduce -3.8% | 29,266 | $10.0M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -0.4% | 28,609 | $9.8M |
| Man Group plc | 0.02% | Add +17.1% | 28,255 | $9.6M |
| Amundi | 0.00% | Reduce -49.9% | 27,805 | $9.5M |
| Cramer Rosenthal McGlynn LLC | 0.48% | Reduce -22.9% | 27,490 | $9.4M |
| Algert Global LLC | 0.11% | Add +18.1% | 27,229 | $9.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.5% | 27,218 | $9.3M |
| FIL Ltd | 0.01% | Reduce -6.1% | 26,390 | $9.0M |
| Channing Capital Management, LLC | 0.21% | Reduce -3.6% | 26,362 | $9.0M |
| Blair William & Co. | 0.02% | Add +3.3% | 25,986 | $8.9M |
| Capital Fund Management S.A. | 0.06% | New | 25,238 | $8.6M |
| Sarasin & Partners LLP | 0.10% | No change | 25,000 | $8.5M |
| Horizon Investments, LLC | 0.09% | Add +44.9% | 24,521 | $8.4M |
| Cander Asset Management LP | 1.55% | Reduce -31.6% | 24,357 | $8.3M |
| Captrust Financial Advisors | 0.01% | Add +88.2% | 24,356 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +21.6% | 26,830 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +60.3% | 23,728 | $8.1M |
| BW Gestao de Investimentos Ltda. | 0.19% | Add +11.8% | 23,498 | $8.0M |
| Waratah Capital Advisors Ltd. | 0.61% | Add +41.2% | 23,408 | $8.0M |
| Cinctive Capital Management LP | 0.31% | New | 22,649 | $7.7M |
| New York State Common Retirement Fund | 0.01% | Add +2.7% | 21,972 | $7.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +32.3% | 21,658 | $7.4M |
| HSBC Holdings PLC | 0.00% | Add +182.3% | 21,355 | $7.3M |
| Philadelphia Financial Management of San Francisco, LLC | 1.98% | New | 21,191 | $7.2M |
| Advisors Capital Management, LLC | 0.08% | Reduce -3.5% | 20,891 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.3% | 20,661 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -39.8% | 20,649 | $7.1M |
| Gotham Asset Management | 0.02% | Reduce -0.3% | 20,624 | $7.0M |
| Arax Advisory Partners | 0.05% | Add +1854.9% | 20,526 | $7.0M |
| Prana Capital Management, LP | 0.21% | Reduce -40.9% | 20,325 | $6.9M |
| Fifth Third Bancorp | 0.01% | Reduce -4.4% | 20,013 | $6.8M |
| Agf Management Ltd. | 0.03% | Reduce -66.1% | 19,837 | $6.8M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -4.0% | 19,500 | $6.7M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.1% | 18,592 | $6.3M |
| Epoch Investment Partners, Inc. | 0.04% | Reduce -58.4% | 18,515 | $6.3M |
| Voya Investment Management LLC | 0.01% | Add +4.0% | 18,236 | $6.2M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | No change | 18,222 | $6.2M |
| Zacks Investment Management | 0.04% | Add +4.7% | 18,059 | $6.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -80.0% | 18,000 | $6.1M |
| Convergence Investment Partners, LLC | 0.57% | New | 17,656 | $6.0M |
| Amalgamated Bank | 0.04% | Reduce -0.2% | 17,579 | $6.0M |
| Peregrine Investment Management Inc. | 2.50% | Reduce -18.9% | 17,210 | $5.9M |
| Entropy Technologies, LP | 0.23% | Reduce -35.8% | 16,626 | $5.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +5.5% | 16,531 | $5.6M |
| Bridges Investment Management Inc. | 0.07% | Add +0.4% | 16,531 | $5.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -3.7% | 16,170 | $5.5M |
| Prescott Group Capital Management, L.L.C. | 0.48% | No change | 16,137 | $5.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.23% | No change | 16,090 | $5.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -0.3% | 15,827 | $5.4M |
| Alps Advisors Inc. | 0.02% | Add +3.0% | 15,547 | $5.3M |
| Alberta Investment Management Corp | 0.03% | New | 15,200 | $5.2M |
| Harbor Advisors LLC | 0.64% | No change | 15,000 | $5.1M |
| NFJ Investment Group, LLC | 0.17% | New | 14,986 | $5.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.8% | 14,957 | $5.1M |
| Advisory Services Network, LLC | 0.06% | Reduce -13.0% | 14,837 | $5.1M |
| Oak Harvest Investment Services | 0.47% | New | 14,733 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -44.8% | 14,504 | $5.0M |
| EFG International AG | 0.09% | No change | 14,483 | $4.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 14,474 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.3% | 14,340 | $4.9M |
| Centric Wealth Management | 0.73% | No change | 14,764 | $4.7M |
| Inspire Investing, LLC | 0.19% | Add +122.3% | 13,789 | $4.7M |
| Tremblant Capital Group | 0.13% | Add +1.4% | 13,673 | $4.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -10.0% | 13,500 | $4.6M |
| Syon Capital LLC | 0.20% | Reduce -13.7% | 13,485 | $4.6M |
| Mitchell Capital Management Co. | 0.70% | Add +3.5% | 13,394 | $4.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | New | 13,140 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -10.1% | 12,714 | $4.3M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +1.8% | 12,677 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 12,554 | $4.3M |
| Whittier Trust Co. | 0.04% | Reduce -0.7% | 11,906 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 11,836 | $4.0M |
| Vident Advisory, LLC | 0.03% | Add +9.2% | 11,829 | $4.0M |
| Handelsbanken Fonder AB | 0.01% | Add +9.0% | 11,617 | $4.0M |
| CX Institutional | 0.11% | Add +2.1% | 11,612 | $4.0M |
| US Bancorp \de | 0.00% | Reduce -7.0% | 11,540 | $3.9M |
| SRH Advisors, LLC | 1.00% | No change | 11,525 | $3.9M |
| Louisiana State Employees Retirement System | 0.06% | Add +0.9% | 11,300 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +631.2% | 11,077 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -6.2% | 11,001 | $3.8M |
| Deutsche Bank AG | 0.00% | Reduce -81.1% | 10,789 | $3.7M |
| Apollon Wealth Management, LLC | 0.04% | New | 10,738 | $3.7M |
| XTX Topco Ltd | 0.05% | Reduce -67.2% | 10,622 | $3.6M |
| Bridge City Capital, LLC | 0.82% | Reduce -1.9% | 10,555 | $3.6M |
| Emerald Investment Advisers, LLC | 0.24% | Add +8.6% | 10,536 | $3.6M |
| Illinois Municipal Retirement Fund | 0.04% | Add +55.2% | 10,511 | $3.6M |
| Campbell Newman Asset Management Inc. | 0.27% | Add +4.5% | 10,481 | $3.6M |
| Arizona State Retirement System | 0.02% | Reduce -2.3% | 10,382 | $3.5M |
| Advisors Asset Management, Inc. | 0.05% | Add +11.4% | 10,339 | $3.5M |
| Picton Mahoney Asset Management | 0.03% | Reduce -29.4% | 9,774 | $3.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 9,701 | $3.3M |
| Eagle Rock Investment Company, LLC | 0.39% | No change | 9,268 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -4.4% | 9,261 | $3.2M |
| Gateway Investment Advisers LLC | 0.03% | Add +124.7% | 9,205 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 9,194 | $3.1M |
| Covea Finance | 0.10% | Add +8.3% | 9,100 | $3.1M |
| State of Michigan Retirement System | 0.01% | Reduce -3.2% | 9,005 | $3.1M |
| South Dakota Investment Council | 0.05% | No change | 8,817 | $3.0M |
| MAI Capital Management | 0.01% | Add +33.8% | 8,799 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +2.0% | 8,770 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.4% | 8,701 | $3.0M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -20.3% | 8,637 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.8% | 8,636 | $2.9M |
| Essex Investment Management Co. LLC | 0.38% | Reduce -4.1% | 8,573 | $2.9M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -3.2% | 8,540 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -24.4% | 8,421 | $2.9M |
| James Investment Research, Inc. | 0.28% | Reduce -0.1% | 8,188 | $2.8M |
| New Mexico Educational Retirement Board | 0.07% | No change | 8,000 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.2% | 7,971 | $2.7M |
| Dana Investment Advisors, Inc. | 0.07% | Add +15.7% | 7,876 | $2.7M |
| Monument Capital Management | 0.53% | Add +7.0% | 7,676 | $2.6M |
| Tidal Investments LLC | 0.01% | Add +55.0% | 7,610 | $2.6M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -3.9% | 7,603 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 7,587 | $2.6M |
| Element Squared LLC | 1.29% | Reduce -4.2% | 7,566 | $2.6M |
| Hager Investment Management Services, LLC | 1.19% | Reduce -3.4% | 7,544 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -17.4% | 7,403 | $2.5M |
| Brevan Howard Capital Management LP | 0.04% | Add +534.6% | 7,381 | $2.5M |
| Credit Agricole S A | 0.01% | No change | 7,296 | $2.5M |
| New Age Alpha Advisors, LLC | 0.11% | Add +32.3% | 7,275 | $2.5M |
| Knights of Columbus Asset Advisors LLC | 0.12% | Add +2.5% | 7,233 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +52.1% | 7,157 | $2.4M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 7,125 | $2.4M |
| Gsa Capital Partners LLP | 0.15% | Add +166.6% | 7,059 | $2.4M |
| Pallas Capital Advisors LLC | 0.07% | Add +8.0% | 6,951 | $2.4M |
| Jefferies Financial Group Inc. | 0.02% | Add +457.1% | 6,913 | $2.4M |
| Vestcor Inc | 0.06% | Reduce -14.4% | 6,824 | $2.3M |
| Aurora Investment Counsel | 1.17% | New | 6,658 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 6,642 | $2.3M |
| Washington Trust Advisors, Inc. | 0.17% | Reduce -2.2% | 6,633 | $2.3M |
| Twinbeech Capital LP | 0.41% | New | 6,600 | $2.3M |
| Radnor Capital Management, LLC | 0.31% | No change | 6,480 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -13.5% | 6,471 | $2.2M |
| L2 Asset Management, LLC | 0.23% | New | 6,449 | $2.2M |
| Huntington National Bank | 0.01% | Add +1.1% | 6,386 | $2.2M |
| OP Asset Management Ltd | 0.02% | Add +18.6% | 6,266 | $2.1M |
| Nitorum Capital, L.P. | 1.45% | No change | 6,225 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -28.0% | 6,185 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +9.4% | 5,980 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -28.7% | 5,959 | $2.0M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Reduce -0.1% | 5,822 | $2.0M |
| Rothschild Investment LLC | 0.07% | Add +217.9% | 5,821 | $2.0M |
| Bank of Nova Scotia | 0.00% | New | 5,747 | $2.0M |
| IMC-Chicago, LLC | 0.02% | New | 5,745 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -9.3% | 5,672 | $1.9M |
| Sit Investment Associates Inc. | 0.04% | Add +4.6% | 5,665 | $1.9M |
| Brighton Jones LLC | 0.04% | Add +27.2% | 5,630 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -40.6% | 5,524 | $1.9M |
| Valley National Advisers Inc. | 0.21% | Reduce -1.9% | 5,485 | $1.9M |
| Martingale Asset Management L P | 0.04% | Add +17.5% | 5,253 | $1.8M |
| Croban | 0.79% | Reduce -0.5% | 5,247 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +1.4% | 5,173 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +115.2% | 5,092 | $1.7M |
| Sargent Investment Group, LLC | 0.20% | Reduce -19.2% | 4,991 | $1.7M |
| Angeles Wealth Management, LLC | 0.08% | Add +0.0% | 4,894 | $1.7M |
| Great Diamond Partners, LLC | 0.29% | Add +4.7% | 4,871 | $1.7M |
| New York Life Investment Management LLC | 0.01% | New | 4,859 | $1.7M |
| Summit Place Financial Advisors, LLC | 0.72% | Add +2.4% | 4,846 | $1.7M |
| HRT Financial LP | 0.00% | Reduce -78.8% | 4,807 | $1.6M |
| Catalyst Capital Advisors LLC | 0.03% | Reduce -4.5% | 4,800 | $1.6M |
| Sivia Capital Partners, LLC | 0.20% | Add +19.8% | 4,767 | $1.6M |
| Fox Run Management, L.L.C. | 0.27% | New | 4,730 | $1.6M |
| Caxton Associates LLP | 0.03% | New | 4,728 | $1.6M |
| Cornerstone Investment Partners, LLC | 0.05% | Add +0.2% | 4,710 | $1.6M |
| Capricorn Fund Managers Ltd | 0.13% | New | 4,700 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Add +14.4% | 4,769 | $1.6M |
| Krilogy Financial LLC | 0.05% | Add +46.5% | 4,662 | $1.6M |
| Legato Capital Management LLC | 0.13% | Add +2.2% | 4,635 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -9.4% | 4,592 | $1.6M |
| Xponance LLC | 0.01% | Reduce -0.9% | 4,497 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.6% | 4,349 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.5% | 4,148 | $1.4M |
| Freedom Day Solutions, LLC | 0.31% | Reduce -4.7% | 4,039 | $1.4M |
| First Eagle Investment Management, LLC | 0.00% | Add +1.5% | 3,960 | $1.4M |
| PenderFund Capital Management Ltd. | 0.60% | Add +26.3% | 3,916 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.5% | 3,791 | $1.3M |
| RFG Advisory, LLC | 0.02% | New | 3,750 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 3,733 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +14.9% | 3,659 | $1.2M |
| Mount Lucas Management LP | 0.43% | Add +107.4% | 3,573 | $1.2M |
| Buckhead Capital Management LLC | 0.42% | No change | 3,555 | $1.2M |
| Bull Harbor Capital LLC | 0.24% | Add +65.8% | 3,553 | $1.2M |
| Trivant Custom Portfolio Group, LLC | 0.64% | Reduce -2.8% | 3,538 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.26% | Reduce -4.1% | 3,521 | $1.2M |
| Atom Investors LP | 0.11% | New | 3,502 | $1.2M |
| Allstate Corp. | 0.01% | Reduce -55.8% | 3,466 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +7.7% | 3,369 | $1.1M |
| Jackson Wealth Management, LLC | 0.68% | Reduce -91.5% | 3,360 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | Add +333.3% | 3,250 | $1.1M |
| Pinebridge Investments LLC | 0.01% | Add +132.9% | 3,219 | $1.1M |
| Legend Financial Advisors, Inc. | 0.62% | Reduce -0.3% | 3,210 | $1.1M |
| Impact Partnership Wealth, LLC | 0.11% | Add +15.2% | 3,204 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +1.2% | 3,185 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | No change | 3,181 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +43.6% | 3,171 | $1.1M |
| Isthmus Partners, LLC | 0.10% | No change | 3,165 | $1.1M |
| Nicholas Investment Partners, LP | 0.07% | No change | 3,138 | $1.1M |
| Swedbank AB | 0.00% | No change | 3,000 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -2.8% | 2,989 | $1.0M |
| Havemeyer Place LP | 0.10% | Reduce -12.8% | 2,980 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,970 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.3% | 2,951 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -9.2% | 2,915 | $995K |
| Dark Forest Capital Management LP | 0.06% | Reduce -18.0% | 2,903 | $991K |
| Securian Asset Management, Inc. | 0.04% | No change | 2,891 | $987K |
| Novem Group | 0.10% | New | 2,888 | $986K |
| Intrust Bank NA | 0.07% | Reduce -3.3% | 2,879 | $983K |
| AlphaGrep UK Ltd | 0.30% | Add +141.6% | 2,844 | $971K |
| Waddell & Associates, LLC | 0.05% | Add +12.9% | 2,840 | $970K |
| BNP Paribas | 0.03% | Reduce -6.9% | 2,825 | $965K |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 2,824 | $964K |
| Calamos Advisors LLC | 0.00% | Add +43.3% | 2,799 | $956K |
| &partners | 0.00% | Add +149.7% | 2,754 | $940K |
| United Capital Financial Advisors, LLC | 0.01% | Add +123.2% | 2,636 | $900K |
| O'ROURKE & COMPANY, Inc | 0.31% | Reduce -2.8% | 2,604 | $889K |
| Mgo One Seven LLC | 0.01% | Reduce -0.5% | 2,603 | $889K |
| Penserra Capital Management LLC | 0.01% | Reduce -8.8% | 2,601 | $888K |
| First National Bank of Hutchinson | 0.48% | New | 2,582 | $882K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +51.2% | 2,563 | $875K |
| Equitable Holdings, Inc. | 0.00% | Add +0.3% | 2,411 | $823K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.9% | 2,388 | $815K |
| Marshall Financial Group, LLC | 0.12% | New | 2,373 | $810K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -30.7% | 2,365 | $808K |
| NewEdge Advisors, LLC | 0.00% | Add +55.6% | 2,348 | $802K |
| Vise Technologies, Inc. | 0.01% | Add +28.6% | 2,326 | $794K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +17.1% | 2,325 | $794K |
| Aviva PLC | 0.00% | Reduce -17.8% | 2,290 | $782K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -20.9% | 2,263 | $773K |
| JMN Financial LLC | 0.60% | Reduce -1.1% | 2,258 | $771K |
| MML Investors Services, LLC | 0.00% | Add +15.5% | 2,254 | $770K |
| Gardner Lewis Asset Management L P | 0.17% | New | 2,230 | $761K |
| Princeton Capital Management LLC | 0.17% | Reduce -69.0% | 2,220 | $758K |
| EP Wealth Advisors, LLC | 0.00% | Add +32.0% | 2,212 | $755K |
| Transcend Capital Advisors, LLC | 0.05% | Add +54.3% | 2,197 | $750K |
| Jane Street Group, LLC | 0.00% | Reduce -92.8% | 2,191 | $748K |
| Morningstar Investment Management LLC | 0.05% | No change | 2,506 | $748K |
| Lido Advisors, LLC | 0.00% | Add +80.4% | 2,170 | $741K |
| Prudential Financial Inc. | 0.00% | Reduce -66.5% | 2,161 | $738K |
| Kera Capital Partners, Inc. | 0.07% | Add +4.0% | 2,141 | $731K |
| Allworth Financial LP | 0.00% | Add +40.3% | 2,123 | $725K |
| Waverly Advisors, LLC | 0.00% | Add +6.7% | 2,037 | $696K |
| Aviance Capital Partners, LLC | 0.07% | Reduce -3.3% | 2,028 | $692K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,025 | $689K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -11.6% | 2,025 | $689K |
| Hudson Edge Investment Partners Inc. | 0.09% | Add +49.7% | 2,008 | $686K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +67.8% | 2,013 | $684K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -12.1% | 1,965 | $671K |
| Summit Financial, LLC | 0.01% | Reduce -1.8% | 1,952 | $666K |
| Utah Retirement Systems | 0.01% | Reduce -1.8% | 1,914 | $654K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.9% | 1,913 | $653K |
| Savvy Advisors, Inc. | 0.01% | Reduce -9.9% | 1,907 | $651K |
| Baker Avenue Asset Management, LP | 0.01% | Add +15.6% | 1,900 | $649K |
| DNB Asset Management AS | 0.00% | Add +1.2% | 1,889 | $645K |
| Hancock Whitney Corp. | 0.01% | Reduce -74.1% | 1,884 | $643K |
| Cetera Trust Company, N.A | 0.32% | Add +2.8% | 1,870 | $638K |
| Hardy Reed LLC | 0.04% | Add +0.2% | 1,857 | $634K |
| Choreo, LLC | 0.01% | Reduce -2.1% | 1,854 | $633K |
| iA Global Asset Management Inc. | 0.01% | New | 1,855 | $633K |
| Empowered Funds, LLC | 0.00% | Add +129.2% | 1,850 | $632K |
| Net Worth Advisory Group | 0.16% | Add +1.5% | 1,849 | $631K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,839 | $628K |
| J2 Capital Management Inc | 0.42% | Reduce -2.8% | 1,819 | $621K |
| Argonautica Private Wealth Management, Inc. | 0.15% | No change | 1,807 | $617K |
| Commerce Bank | 0.00% | Add +1.9% | 1,787 | $610K |
| Roberts Glore & Co. Inc. | 0.15% | New | 1,780 | $608K |
| Harbor Investment Advisory, LLC | 0.04% | Add +17.7% | 1,760 | $601K |
| Hantz Financial Services, Inc. | 0.01% | Add +53.3% | 1,703 | $581K |
| WINTON GROUP Ltd | 0.02% | New | 1,680 | $574K |
| AlphaCore Capital LLC | 0.01% | New | 1,680 | $574K |
| Greenleaf Trust | 0.01% | Reduce -1.3% | 1,677 | $573K |
| Encompass More Asset Management | 0.08% | Reduce -0.1% | 1,661 | $567K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.1% | 1,655 | $565K |
| Certuity, LLC | 0.03% | Add +0.5% | 1,633 | $557K |
| GAMMA Investing LLC | 0.02% | Add +10.2% | 1,597 | $545K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.3% | 1,576 | $538K |
| Dorsey Wright & Associates | 0.09% | Reduce -93.3% | 1,553 | $530K |
| Callan Family Office, LLC | 0.01% | Add +1.5% | 1,533 | $523K |
| Centiva Capital, LP | 0.02% | New | 1,520 | $519K |
| Precision Wealth Strategies, LLC | 0.15% | Reduce -7.7% | 1,505 | $514K |
| West Family Investments, Inc. | 0.15% | New | 1,491 | $509K |
| Whalen Wealth Management Inc. | 0.23% | Reduce -6.3% | 1,487 | $508K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -44.2% | 1,473 | $503K |
| Fielder Capital Group LLC | 0.11% | Add +4.2% | 1,438 | $491K |
| Ritholtz Wealth Management | 0.01% | Add +6.8% | 1,415 | $483K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -9.0% | 1,413 | $482K |
| Prudential PLC | 0.00% | New | 1,404 | $479K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 1,400 | $478K |
| Procyon Advisors, LLC | 0.02% | New | 1,391 | $475K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.9% | 1,390 | $475K |
| Ethic Inc. | 0.01% | Reduce -11.6% | 1,389 | $474K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -10.7% | 1,372 | $468K |
| M&T Bank Corp | 0.00% | Reduce -36.4% | 1,324 | $452K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.4% | 1,315 | $449K |
| Quantum Portfolio Management LLC | 0.16% | Reduce -1.5% | 1,313 | $448K |
| Praxis Investment Management Inc. | 0.02% | No change | 1,302 | $445K |
| KBC Group NV | 0.00% | Add +10.1% | 1,296 | $443K |
| Kendall Capital Management | 0.07% | Add +28.6% | 1,280 | $437K |
| Shelton Capital Management | 0.01% | No change | 1,268 | $433K |
| Sterling Capital Management LLC | 0.01% | Reduce -12.7% | 1,265 | $432K |
| State of Wyoming | 0.04% | Add +759.2% | 1,263 | $431K |
| CIBC Asset Management Inc | 0.00% | Add +2.6% | 1,224 | $418K |
| Insight Wealth Partners, LLC | 0.06% | Reduce -2.5% | 1,223 | $418K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -91.5% | 1,213 | $414K |
| First Bank & Trust | 0.06% | Reduce -3.8% | 1,200 | $410K |
| Parcion Private Wealth LLC | 0.02% | Add +41.2% | 1,200 | $410K |
| Cibc World Market Inc. | 0.00% | Add +7.4% | 1,200 | $410K |
| denkapparat Operations GmbH | 0.13% | New | 1,196 | $408K |
| Wedmont Private Capital | 0.01% | Add +11.8% | 1,209 | $405K |
| AE Wealth Management LLC | 0.00% | Add +6.0% | 1,184 | $405K |
| Stephens Inc. | 0.00% | Reduce -0.1% | 1,181 | $403K |
| Legacy Financial Independent Advisors LLC | 0.19% | Add +8.7% | 1,178 | $402K |
| Compound Planning, Inc. | 0.01% | Add +29.6% | 1,173 | $401K |
| 1832 Asset Management L.P. | 0.00% | New | 1,173 | $401K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +44.5% | 1,165 | $398K |
| Crestwood Advisors Group, LLC | 0.01% | Add +5.8% | 1,156 | $395K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.2% | 1,145 | $391K |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.4% | 1,142 | $390K |
| NewEdge Wealth, LLC | 0.00% | Add +14.8% | 1,137 | $388K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -13.2% | 1,128 | $385K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | New | 1,120 | $382K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.9% | 1,107 | $377K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +16.1% | 1,105 | $377K |
| Qtron Investments LLC | 0.05% | Reduce -2.2% | 1,103 | $377K |
| Atria Investments, Inc | 0.00% | Reduce -65.3% | 1,099 | $375K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 1,096 | $374K |
| Axq Capital, LP | 0.04% | Reduce -85.5% | 1,093 | $373K |
| Riversedge Advisors, LLC | 0.05% | New | 1,082 | $370K |
| Proficio Capital Partners LLC | 0.01% | New | 1,073 | $366K |
| Exchange Traded Concepts, LLC | 0.00% | Add +19.0% | 1,072 | $366K |
| Jump Financial, LLC | 0.00% | New | 1,046 | $357K |
| Nykredit A/S | 0.00% | — | 1,039 | $355K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.2% | 1,028 | $351K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 1,026 | $350K |
| Toronto Dominion Bank | 0.00% | Reduce -24.3% | 1,018 | $347K |
| Private Advisor Group, LLC | 0.00% | New | 1,009 | $344K |
| Rothschild Wealth LLC | 0.03% | Add +45.5% | 1,007 | $344K |
| Heritage Wealth Management, Inc. | 0.09% | No change | 1,000 | $341K |
| Courier Capital LLC | 0.02% | No change | 1,000 | $341K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +1.2% | 992 | $339K |
| Parallel Advisors, LLC | 0.01% | Add +0.2% | 986 | $337K |
| Narus Financial Partners, LLC | 0.09% | No change | 979 | $334K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 971 | $332K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -0.4% | 967 | $330K |
| Moody Aldrich Partners LLC | 0.06% | Reduce -0.3% | 962 | $328K |
| PCM Encore, LLC | 0.05% | Reduce -0.1% | 911 | $311K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +1.7% | 905 | $309K |
| Caerus Investment Advisors, LLC | 0.10% | New | 901 | $308K |
| VestGen Advisors, LLC | 0.01% | Reduce -0.2% | 900 | $307K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 892 | $305K |
| Daymark Wealth Partners, LLC | 0.01% | Add +4.0% | 892 | $305K |
| Versant Capital Management, Inc | 0.03% | Add +19.3% | 889 | $304K |
| Park Avenue Securities LLC | 0.00% | Reduce -13.7% | 880 | $301K |
| Evergreen Capital Management LLC | 0.01% | Reduce -8.7% | 868 | $296K |
| Norden Group LLC | 0.02% | Reduce -2.6% | 868 | $296K |
| Belpointe Asset Management LLC | 0.01% | Reduce -13.4% | 862 | $294K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | New | 858 | $293K |
| Hilltop Holdings Inc. | 0.02% | Add +6.2% | 854 | $292K |
| SYM FINANCIAL Corp | 0.02% | Add +10.0% | 850 | $290K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +14.7% | 850 | $290K |
| Investment House LLC | 0.01% | No change | 850 | $290K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 848 | $290K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +16.8% | 847 | $289K |
| Mission Wealth Management, LP | 0.00% | New | 846 | $289K |
| Inscription Capital, LLC | 0.03% | Add +3.8% | 838 | $286K |
| QTR Family Wealth, LLC | 0.10% | Reduce -1.3% | 838 | $286K |
| New England Research & Management, Inc. | 0.11% | New | 831 | $284K |
| Optas, LLC | 0.04% | Add +0.1% | 830 | $283K |
| Northwest Wealth Management, LLC | 0.04% | Add +21.9% | 829 | $283K |
| Index Technologies Group LLC | 0.23% | Reduce -2.1% | 827 | $282K |
| Centurion Wealth Management LLC | 0.07% | Reduce -21.4% | 825 | $282K |
| Profund Advisors LLC | 0.01% | Reduce -6.1% | 818 | $279K |
| Lazard Asset Management LLC | 0.00% | New | 815 | $278K |
| Portside Wealth Group, LLC | 0.03% | Reduce -10.6% | 809 | $276K |
| Greenspring Advisors, LLC | 0.02% | Add +4.9% | 808 | $276K |
| Planned Solutions, Inc. | 0.08% | No change | 800 | $273K |
| Paradigm Asset Management Co. LLC | 0.06% | New | 800 | $273K |
| Curi Capital, LLC | 0.00% | No change | 792 | $270K |
| Anb Bank | 0.10% | Add +1.8% | 785 | $268K |
| Storgate, LLC | 0.06% | New | 784 | $268K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -1.1% | 784 | $267K |
| Advisor OS, LLC | 0.02% | Add +3.0% | 781 | $267K |
| DRW Securities, LLC | 0.02% | New | 779 | $266K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 773 | $264K |
| Global Retirement Partners, LLC | 0.00% | — | 767 | $262K |
| Savant Capital, LLC | 0.00% | Reduce -9.6% | 769 | $260K |
| Pekin Hardy Strauss, Inc. | 0.02% | Reduce -3.2% | 760 | $259K |
| CENTRAL TRUST Co | 0.00% | Add +15.2% | 737 | $252K |
| Astoria Portfolio Advisors LLC. | 0.04% | Add +26.1% | 735 | $251K |
| Vinva Investment Management Ltd | 0.00% | New | 512 | $249K |
| Essential Partners LLC | 0.11% | Reduce -81.8% | 728 | $249K |
| StoneX Group Inc. | 0.01% | New | 721 | $246K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -58.1% | 720 | $246K |
| QRG Capital Management, Inc. | 0.00% | New | 718 | $245K |
| Matauro, LLC | 0.03% | Add +0.7% | 712 | $243K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 710 | $242K |
| Westpac Banking Corp. | 0.01% | New | 710 | $242K |
| Perpetual Ltd | 0.00% | New | 710 | $242K |
| Abel Hall, LLC | 0.04% | No change | 705 | $241K |
| HUB Investment Partners, LLC | 0.00% | New | 703 | $240K |
| Retirement Guys Formula LLC | 0.09% | Reduce -0.1% | 693 | $236K |
| Destination Wealth Management | 0.01% | Add +1.5% | 691 | $236K |
| IFP Advisors, Inc | 0.00% | Add +52.0% | 690 | $236K |
| Hamilton Capital Partners Inc. | 0.01% | Add +1.9% | 681 | $233K |
| Denali Advisors LLC | 0.02% | Reduce -0.1% | 670 | $229K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -8.5% | 658 | $225K |
| Knightsbridge Asset Management, LLC | 0.03% | New | 658 | $225K |
| Frec Markets, Inc. | 0.02% | New | 649 | $222K |
| Trust Point Inc. | 0.02% | New | 648 | $221K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 647 | $221K |
| Banque Pictet & Cie SA | 0.00% | Reduce -23.5% | 646 | $221K |
| Abundance Wealth Counselors | 0.01% | New | 644 | $220K |
| Mutual Advisors, LLC | 0.00% | New | 642 | $219K |
| Keybank National Association | 0.00% | New | 640 | $219K |
| Investment Research Partners LLC | 0.07% | New | 636 | $217K |
| GW Henssler & Associates Ltd. | 0.01% | New | 629 | $215K |
| Childress Capital Advisors, LLC | 0.04% | New | 628 | $214K |
| PDS Planning, Inc | 0.01% | New | 628 | $214K |
| National Bank of Canada | 0.00% | Reduce -8.5% | 626 | $214K |
| Cambria Investment Management, L.P. | 0.01% | New | 623 | $213K |
| Rafferty Asset Management, LLC | 0.00% | New | 610 | $208K |
| Magnetar Financial LLC | 0.00% | Reduce -50.3% | 607 | $207K |
| Claro Advisors Inc. | 0.02% | New | 606 | $207K |
| Perigon Wealth Management, LLC | 0.00% | New | 600 | $205K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 600 | $205K |
| Marex Group Ltd | 0.00% | New | 598 | $204K |
| Cypress Capital, LLC | 0.06% | Reduce -19.0% | 597 | $204K |
| AlphaCentric Advisors LLC | 0.17% | Add +117.7% | 592 | $202K |
| HMS Capital Management, LLC | 0.07% | New | 586 | $200K |
| UMB Bank, n.a. | 0.00% | Add +2.5% | 580 | $198K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +142.3% | 584 | $198K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 570 | $195K |
| TD Private Client Wealth LLC | 0.00% | Add +1.3% | 563 | $192K |
| Blue Trust, Inc. | 0.00% | Add +1.5% | 556 | $190K |
| True Wealth Design, LLC | 0.04% | Add +42.8% | 524 | $179K |
| Zions Bancorporation, National Association | 0.01% | Reduce -5.7% | 467 | $159K |
| Employees Retirement System of Texas | 0.00% | No change | 434 | $148K |
| Daiwa Securities Group Inc. | 0.00% | New | 381 | $130K |
| Bessemer Group Inc. | 0.00% | Add +14.8% | 295 | $100K |
| Group One Trading LLC | 0.00% | Add +144.3% | 276 | $94K |
| Clearstead Advisors, LLC | 0.00% | Reduce -69.6% | 247 | $84K |
| WealthCollab, LLC | 0.03% | No change | 238 | $81K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.4% | 234 | $80K |
| Bayforest Capital Ltd | 0.07% | Reduce -79.2% | 227 | $78K |
| Signaturefd, LLC | 0.00% | No change | 225 | $77K |
| Smartleaf Asset Management LLC | 0.00% | No change | 218 | $73K |
| Quent Capital, LLC | 0.00% | Reduce -21.2% | 186 | $64K |
| Piscataqua Savings Bank | 0.04% | No change | 180 | $61K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -21.4% | 173 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 172 | $59K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.4% | 170 | $58K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 165 | $56K |
| Assetmark, Inc. | 0.00% | Add +3.2% | 163 | $56K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 153 | $52K |
| First Horizon Corp. | 0.00% | Add +11.9% | 141 | $48K |
| Key Financial Inc | 0.01% | No change | 137 | $47K |
| V-Square Quantitative Management LLC | 0.00% | Add +77.6% | 135 | $46K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +39.6% | 134 | $46K |
| Walleye Capital LLC | 0.00% | Reduce -98.0% | 126 | $43K |
| Covestor Ltd | 0.02% | Reduce -6.7% | 126 | $43K |
| LRI Investments, LLC | 0.00% | Reduce -3.1% | 125 | $43K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 123 | $42K |
| Bell Investment Advisors, Inc | 0.01% | No change | 122 | $42K |
| Lanark Financial, Inc. | 0.00% | Add +9.8% | 112 | $38K |
| Fortitude Family Office, LLC | 0.01% | Add +85.0% | 111 | $38K |
| CVA Family Office, LLC | 0.00% | Add +14.9% | 108 | $37K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +18.0% | 105 | $36K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +5.8% | 92 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.2% | 89 | $30K |
| Hurley Capital, LLC | 0.02% | No change | 87 | $30K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -22.9% | 84 | $29K |
| Atlatl Advisers LLC | 0.01% | New | 84 | $29K |
| TrinityBridge Ltd | 0.00% | No change | 80 | $27K |
| Salem Investment Counselors Inc. | 0.00% | No change | 75 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 69 | $24K |
| Tidemark, LLC | 0.01% | No change | 68 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 67 | $23K |
| SJS Investment Consulting Inc. | 0.00% | Add +51.2% | 65 | $22K |
| Fiduciary Financial Advisors | 0.00% | New | 62 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 60 | $20K |
| Manchester Capital Management LLC | 0.00% | Reduce -3.3% | 59 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.6% | 58 | $20K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $19K |
| Natixis | 0.00% | Reduce -99.7% | 51 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | Add +614.3% | 50 | $17K |
| Ameriflex Group, Inc. | 0.01% | New | 48 | $16K |
| Smithfield Trust Co | 0.00% | No change | 42 | $14K |
| REAP Financial Group, LLC | 0.00% | No change | 41 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +5.1% | 41 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 40 | $14K |
| Regatta Research & Money Management | 0.01% | — | 40 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.6% | 39 | $13K |
| Quantbot Technologies LP | 0.00% | New | 35 | $12K |
| Mather Group, Llc. | 0.00% | No change | 34 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 32 | $11K |
| Bfsg, LLC | 0.00% | No change | 32 | $11K |
| Persistent Asset Partners Ltd | 0.00% | New | 32 | $11K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +400.0% | 30 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 29 | $10K |
| Addison Advisors LLC | 0.00% | Reduce -80.3% | 26 | $9K |
| United Financial Planning Group LLC | 0.00% | No change | 26 | $9K |
| Highline Wealth Partners LLC | 0.00% | Add +212.5% | 25 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 22 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 21 | $7K |
| JPL Wealth Management, LLC | 0.00% | Add +5.3% | 20 | $7K |
| Park Place Capital Corp | 0.00% | New | 20 | $7K |
| Danske Bank A/S | 0.00% | No change | 20 | $7K |
| American National Bank & Trust | 0.00% | Add +5.3% | 20 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -9.5% | 19 | $6K |
| Keb Asset Management, LLC | 0.00% | New | 16 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +6.7% | 16 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +7.1% | 15 | $5K |
| Meeder Asset Management Inc. | 0.00% | New | 15 | $5K |
| Navigoe, LLC | 0.00% | Add +23.1% | 16 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 14 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 14 | $5K |
| Hughes Financial Services, LLC | 0.00% | Add +75.0% | 14 | $5K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 14 | $5K |
| Altshuler Shaham Ltd | 0.00% | Reduce -7.1% | 13 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 12 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 12 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +120.0% | 11 | $4K |
| Rossby Financial, LCC | 0.00% | Add +10.0% | 11 | $4K |
| SouthState Bank Corp | 0.00% | Add +11.1% | 10 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 10 | $3K |
| MidFirst Bank | 0.00% | No change | 10 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 10 | $3K |
| Activest Wealth Management | 0.00% | Reduce -47.1% | 9 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 9 | $3K |
| Pier Capital, LLC | 0.00% | Reduce -99.6% | 9 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 8 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +166.7% | 8 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 8 | $3K |
| Asset Dedication, LLC | 0.00% | New | 8 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 8 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 8 | $3K |
| Concord Wealth Partners | 0.00% | New | 7 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -70.8% | 7 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -12.5% | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| Winthrop Capital Management, LLC | 0.00% | New | 7 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 5 | $2K |
| Investors Portfolio Services LLC | 0.00% | No change | 4 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 3 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $1K |
| Avion Wealth | 0.00% | Reduce -25.0% | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 2 | $685 |
| Cornerstone Financial Management LLC | 0.00% | New | 2 | $683 |
| Sachetta, LLC | 0.00% | No change | 2 | $683 |
| Bare Financial Services, Inc | 0.00% | No change | 2 | $683 |
| American Capital Advisory, LLC | 0.00% | No change | 2 | $683 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $683 |
| Raffa Wealth Management, LLC | 0.00% | New | 2 | $683 |
| CoreCap Advisors, LLC | 0.00% | Reduce -95.9% | 2 | $683 |
| Abound Wealth Management | 0.00% | No change | 1 | $451 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $342 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $342 |
| ROSS\JOHNSON & Associates LLC | 0.01% | New | 1 | $341 |
| Caitlin John, LLC | 0.00% | No change | 1 | $341 |
| Planning Strategies Inc. | 0.00% | — | 1 | $341 |
| USA Financial Formulas | 0.00% | — | 1 | $341 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $341 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $341 |
| Motco | 0.00% | New | 1 | $341 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $341 |
| Leonteq Securities AG | 0.00% | No change | 1 | $341 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $341 |
"% of holder's portfolio" is EVR's weight in each manager's 13F, not the share of Evercore Inc. Class A the manager owns.