As of the latest SEC filings, Evercore Inc. (EVR) is held by 527 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $382,281,159.81 in market value, representing 0.36% of its portfolio.
Funds holding Evercore Inc. (EVR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EVR
- CIK:
- 0001360901
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.36% | $382,281,159.81 | 1,280,631 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $356,171,087.13 | 1,193,163 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.16% | $258,976,231.13 | 867,563 | Mar 31, 2026 | May 28, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.08% | $130,274,241.65 | 436,415 | Mar 31, 2026 | May 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.16% | $128,864,677.43 | 431,693 | Mar 31, 2026 | May 28, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 0.48% | $104,328,946.49 | 349,499 | Mar 31, 2026 | May 29, 2026 |
|
OEGAX
Invesco Discovery Mid Cap Growth Fund
|
MF | Invesco | 1.48% | $99,382,065.38 | 309,322 | Apr 30, 2026 | Jun 26, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.84% | $94,225,278.52 | 315,652 | Mar 31, 2026 | May 28, 2026 |
|
ODINX
Invesco Discovery Fund
|
MF | Invesco | 1.42% | $94,195,273.48 | 304,997 | Feb 28, 2026 | Apr 28, 2026 |
|
XMHQ
Invesco S&P MidCap Quality ETF
|
ETF | Invesco | 1.80% | $93,633,865.99 | 291,431 | Apr 30, 2026 | Jun 26, 2026 |
|
STEW
SRH Total Return Fund, Inc.
|
CEF | Independent / Boutique | 4.19% | $92,652,000.00 | 300,000 | Feb 28, 2026 | Apr 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.36% | $87,024,321.79 | 291,529 | Mar 31, 2026 | Jun 1, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.14% | $82,456,521.77 | 276,227 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.19% | $72,476,138.43 | 242,793 | Mar 31, 2026 | May 28, 2026 |
|
HGOSX
THE HARTFORD GROWTH OPPORTUNITIES FUND
|
MF | Independent / Boutique | 1.06% | $69,936,479.46 | 217,674 | Apr 30, 2026 | Jun 25, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.06% | $69,815,031.84 | 217,296 | Apr 30, 2026 | Jun 26, 2026 |
|
VPCCX
VANGUARD PRIMECAP CORE FUND
|
MF | Vanguard | 0.47% | $63,340,836.90 | 212,190 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.03% | $62,905,766.56 | 203,684 | Feb 28, 2026 | Apr 24, 2026 |
|
PAWAX
T. Rowe Price All-Cap Opportunities Fund
|
MF | T. Rowe Price | 0.44% | $62,654,860.92 | 209,892 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.15% | $62,405,136.92 | 202,063 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.36% | $56,398,688.34 | 188,934 | Mar 31, 2026 | May 28, 2026 |
|
FMCHX
Fidelity Mid-Cap Stock Fund
|
MF | Fidelity | 0.58% | $50,798,519.32 | 158,108 | Apr 30, 2026 | Jun 26, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.05% | $47,412,499.12 | 153,518 | Feb 28, 2026 | Apr 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.05% | $46,701,429.24 | 145,356 | Apr 30, 2026 | Jun 26, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.06% | $46,498,604.19 | 155,769 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)