Evercore Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $10.10M | 0.11% | 33,851 NS | $9.06B | FIGI |
| Royce Premier Fund ROYCE FUND | — | $10.07M | 1.01% | 33,733 NS | $1.00B | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $9.46M | 0.36% | 31,704 NS | $2.64B | FIGI |
| Carillon Scout Mid Cap Fund Carillon Series Trust | — | $9.36M | 0.25% | 31,360 NS | $3.75B | FIGI |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | — | $9.17M | 0.93% | 30,724 NS | $991.06M | FIGI |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | — | $9.02M | 1.49% | 30,216 NS | $603.35M | FIGI |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | — | $8.68M | 0.26% | 29,077 NS | $3.39B | FIGI |
| NYLIM VP Schroders Mid Cap Opportunities Port… NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $8.62M | 1.34% | 28,864 NS | $641.21M | FIGI |
| Touchstone Funds Group Trust-Touchstone Mid C… Touchstone Funds Group Trust | — | $8.52M | 1.51% | 28,533 NS | $563.52M | FIGI |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | — | $8.18M | 0.49% | 27,400 NS | $1.67B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $7.68M | 0.02% | 25,729 NS | $42.78B | FIGI |
| Mid Cap Index Fund Northern Funds | — | $7.27M | 0.35% | 24,346 NS | $2.05B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $7.22M | 0.15% | 24,189 NS | $4.89B | FIGI |
| State Street(R) SPDR(R) S&P(R) Capital Market… SPDR SERIES TRUST | KCE | $6.88M | 1.65% | 23,060 NS | $416.16M | FIGI |
| Nomura VIP Growth and Income Series Delaware VIP Trust | — | $6.87M | 0.76% | 23,023 NS | $909.93M | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $6.78M | 0.28% | 22,720 NS | $2.41B | FIGI |
| US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | — | $6.73M | 1.76% | 22,531 NS | $381.48M | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $6.64M | 0.28% | 22,232 NS | $2.38B | FIGI |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $6.60M | 1.03% | 22,103 NS | $642.78M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $6.56M | 0.02% | 21,978 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $6.32M | 0.01% | 21,166 NS | $58.89B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $6.12M | 0.02% | 20,506 NS | $25.97B | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $5.89M | 0.10% | 19,715 NS | $5.88B | FIGI |
| LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $5.72M | 0.76% | 19,169 NS | $757.31M | FIGI |
| VIP Balanced Portfolio Variable Insurance Products Fund III | — | $5.43M | 0.07% | 18,200 NS | $8.04B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $5.41M | 0.02% | 18,114 NS | $30.28B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $5.39M | 0.36% | 18,072 NS | $1.50B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $5.37M | 0.36% | 17,987 NS | $1.50B | FIGI |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | — | $5.15M | 0.58% | 17,264 NS | $893.01M | FIGI |
| Calvert Balanced Fund Calvert Social Investment Fund | — | $5.10M | 0.37% | 17,100 NS | $1.37B | FIGI |
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | SCDV | $4.94M | 3.66% | 16,552 NS | $135.10M | FIGI |
| Small Cap Core Trust John Hancock Variable Insurance Trust | — | $4.85M | 1.68% | 16,245 NS | $288.46M | FIGI |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | — | $4.81M | 0.11% | 16,100 NS | $4.50B | FIGI |
| Bahl & Gaynor Dividend ETF ETF Series Solutions | BGDV | $4.72M | 0.66% | 15,817 NS | $710.99M | FIGI |
| Royce Small-Cap Opportunity Fund ROYCE FUND | — | $4.65M | 0.41% | 15,577 NS | $1.12B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $4.63M | 0.00% | 15,525 NS | $129.17B | FIGI |
| Eaton Vance Enhanced Equity Income Fund — | — | $4.59M | 0.57% | 15,361 NS | $802.65M | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $4.35M | 0.36% | 14,581 NS | $1.22B | FIGI |
| Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | — | $4.24M | 0.84% | 14,191 NS | $502.68M | FIGI |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $4.23M | 0.57% | 14,175 NS | $744.07M | FIGI |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | — | $4.15M | 3.62% | 13,900 NS | $114.56M | FIGI |
| Stock Portfolio Stock Portfolio | — | $4.12M | 0.57% | 13,800 NS | $718.74M | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $4.10M | 0.35% | 13,739 NS | $1.17B | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $4.10M | 0.18% | 13,737 NS | $2.27B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $4.09M | 0.16% | 13,690 NS | $2.59B | FIGI |
| MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II | — | $4.05M | 1.49% | 13,555 NS | $271.36M | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $4.04M | 0.36% | 13,530 NS | $1.11B | FIGI |
| Tremblant Global ETF Managed Portfolio Series | TOGA | $4.02M | 2.61% | 13,481 NS | $153.99M | FIGI |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | — | $3.95M | 0.28% | 13,245 NS | $1.43B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $3.92M | 0.35% | 13,127 NS | $1.13B | FIGI |