Evercore Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $3.87M | 0.15% | 12,961 NS | $2.63B | FIGI |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | — | $3.72M | 0.49% | 12,476 NS | $758.35M | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $3.67M | 0.02% | 12,303 NS | $24.08B | FIGI |
| Boston Trust SMID Cap Fund Boston Trust Walden Funds | — | $3.65M | 0.53% | 12,232 NS | $694.94M | FIGI |
| AQR Managed Futures Strategy Fund AQR Funds | — | $3.59M | 0.12% | 12,023 NS | $2.99B | FIGI |
| Nomura Smid Cap Core Fund IVY FUNDS | — | $3.58M | 1.02% | 11,986 NS | $349.58M | FIGI |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $3.57M | 0.49% | 11,947 NS | $732.85M | FIGI |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | — | $3.54M | 1.24% | 11,847 NS | $285.96M | FIGI |
| Eaton Vance Risk-Managed Diversified Equity I… — | — | $3.43M | 0.57% | 11,481 NS | $603.22M | FIGI |
| AQR Multi-Asset Fund AQR Funds | — | $3.39M | 0.15% | 11,354 NS | $2.30B | FIGI |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | — | $3.38M | 1.28% | 11,337 NS | $264.04M | FIGI |
| AST Large-Cap Growth Portfolio Advanced Series Trust | — | $3.38M | 0.05% | 11,334 NS | $6.99B | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.38M | 0.36% | 11,309 NS | $937.53M | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $3.13M | 0.13% | 10,471 NS | $2.45B | FIGI |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | — | $3.11M | 0.03% | 10,420 NS | $10.12B | FIGI |
| Royce Small-Cap Fund ROYCE FUND | — | $3.02M | 0.17% | 10,122 NS | $1.82B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $3.02M | 0.02% | 10,115 NS | $17.05B | FIGI |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | — | $2.96M | 0.53% | 9,901 NS | $562.61M | FIGI |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | — | $2.89M | 0.99% | 9,697 NS | $293.02M | FIGI |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | — | $2.81M | 1.65% | 9,418 NS | $170.88M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.60M | 0.36% | 8,714 NS | $719.76M | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $2.58M | 0.34% | 8,644 NS | $759.28M | FIGI |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | — | $2.56M | 0.48% | 8,582 NS | $528.41M | FIGI |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | DGRW | $2.54M | 0.02% | 8,495 NS | $15.37B | FIGI |
| AQR Managed Futures Strategy HV Fund AQR Funds | — | $2.53M | 0.20% | 8,464 NS | $1.25B | FIGI |
| Disciplined Core Equity Fund American Century Quantitative Equity Fund… | — | $2.50M | 0.15% | 8,372 NS | $1.71B | FIGI |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | — | $2.43M | 3.10% | 8,141 NS | $78.28M | FIGI |
| JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | — | $2.40M | 0.13% | 8,028 NS | $1.81B | FIGI |
| T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | — | $2.33M | 0.47% | 7,808 NS | $500.66M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Yield Fo… SPDR SERIES TRUST | ONEY | $2.24M | 0.26% | 7,505 NS | $848.45M | FIGI |
| Victory Mid-Cap Core Growth Fund Victory Portfolios | — | $2.18M | 0.79% | 7,300 NS | $277.23M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $2.17M | 0.02% | 7,283 NS | $11.74B | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $2.13M | 0.35% | 7,125 NS | $613.37M | FIGI |
| William Blair Growth Fund WILLIAM BLAIR FUNDS | — | $2.08M | 1.07% | 6,953 NS | $193.52M | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $2.03M | 0.74% | 6,804 NS | $276.33M | FIGI |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | — | $2.01M | 1.05% | 6,745 NS | $192.08M | FIGI |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | — | $1.99M | 0.10% | 6,661 NS | $2.04B | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $1.99M | 0.15% | 6,654 NS | $1.35B | FIGI |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | — | $1.99M | 0.55% | 6,651 NS | $359.35M | FIGI |
| AST J.P. Morgan Aggressive Multi-Asset Portfo… Advanced Series Trust | — | $1.98M | 0.10% | 6,637 NS | $2.04B | FIGI |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | — | $1.91M | 0.84% | 6,413 NS | $228.12M | FIGI |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | — | $1.89M | 0.47% | 6,322 NS | $400.70M | FIGI |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $1.87M | 0.50% | 6,279 NS | $373.21M | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $1.87M | 0.11% | 6,266 NS | $1.67B | FIGI |
| Thrivent Small Cap Value ETF Thrivent ETF Trust | TSCV | $1.87M | 1.19% | 6,262 NS | $156.95M | FIGI |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $1.82M | 0.36% | 6,099 NS | $506.96M | FIGI |
| Variable Portfolio - Partners Small Cap Growt… Columbia Funds Variable Series Trust II | — | $1.73M | 0.52% | 5,782 NS | $332.70M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $1.64M | 0.22% | 5,486 NS | $741.60M | FIGI |
| Royce Small-Cap Value Fund ROYCE FUND | — | $1.63M | 1.64% | 5,463 NS | $99.39M | FIGI |
| Victory Pioneer Select Mid Cap Growth VCT Por… Victory Variable Insurance Funds II | — | $1.61M | 1.65% | 5,388 NS | $97.29M | FIGI |