Evercore Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | — | $1.61M | 0.52% | 5,387 NS | $306.36M | FIGI |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQL | $1.61M | 0.10% | 5,379 NS | $1.65B | FIGI |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | — | $1.60M | 0.36% | 5,344 NS | $448.48M | FIGI |
| Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | — | $1.55M | 0.37% | 5,200 NS | $418.59M | FIGI |
| EQ/Fidelity Institutional AM Large Cap Portfo… EQ Advisors Trust | — | $1.55M | 0.11% | 5,200 NS | $1.40B | FIGI |
| AQR Alternative Risk Premia Fund AQR Funds | — | $1.55M | 0.32% | 5,182 NS | $485.58M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $1.52M | 0.15% | 5,090 NS | $1.00B | FIGI |
| Catalyst Dynamic Alpha Fund MUTUAL FUND SERIES TRUST | — | $1.50M | 1.38% | 5,025 NS | $108.96M | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $1.48M | 0.01% | 4,953 NS | $26.28B | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $1.44M | 0.17% | 4,822 NS | $829.25M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $1.43M | 0.02% | 4,800 NS | $7.43B | FIGI |
| AST J.P. Morgan Conservative Multi-Asset Port… Advanced Series Trust | — | $1.43M | 0.04% | 4,787 NS | $3.53B | FIGI |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | XJH | $1.41M | 0.41% | 4,718 NS | $346.61M | FIGI |
| Goldman Sachs U.S. Equity Dividend and Premiu… GOLDMAN SACHS TRUST | — | $1.40M | 0.04% | 4,700 NS | $3.50B | FIGI |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | — | $1.28M | 1.35% | 4,300 NS | $94.98M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $1.26M | 0.02% | 4,214 NS | $5.26B | FIGI |
| Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Var… | — | $1.24M | 0.83% | 4,147 NS | $149.39M | FIGI |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | — | $1.22M | 2.61% | 4,100 NS | $46.97M | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $1.22M | 0.16% | 4,099 NS | $755.81M | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $1.21M | 0.02% | 4,069 NS | $5.55B | FIGI |
| GuideMark Large Cap Core Fund GPS Funds I | — | $1.18M | 0.16% | 3,969 NS | $727.26M | FIGI |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | — | $1.17M | 0.07% | 3,925 NS | $1.80B | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $1.16M | 0.05% | 3,898 NS | $2.23B | FIGI |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | — | $1.15M | 0.72% | 3,863 NS | $160.16M | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $1.13M | 0.17% | 3,778 NS | $668.68M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $1.08M | 0.21% | 3,606 NS | $522.23M | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $1.00M | 0.06% | 3,355 NS | $1.82B | FIGI |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | — | $999.7K | 0.34% | 3,349 NS | $295.38M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $999.7K | 0.32% | 3,349 NS | $314.56M | FIGI |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | — | $987.5K | 0.17% | 3,308 NS | $596.62M | FIGI |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | — | $917.3K | 1.10% | 3,073 NS | $83.26M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $914.6K | 0.24% | 3,064 NS | $373.51M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $891.6K | 0.09% | 2,987 NS | $1.02B | FIGI |
| NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | — | $870.2K | 0.38% | 2,915 NS | $227.67M | FIGI |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | — | $863.0K | 0.36% | 2,891 NS | $241.27M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $846.3K | 0.23% | 2,835 NS | $368.49M | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $845.4K | 0.06% | 2,832 NS | $1.50B | FIGI |
| ROYCE GLOBAL TRUST, INC. — | — | $806.0K | 0.78% | 2,700 NS | $103.29M | FIGI |
| Disciplined Value Fund American Century Quantitative Equity Fund… | — | $784.8K | 0.04% | 2,629 NS | $1.87B | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $775.5K | 0.02% | 2,598 NS | $4.47B | FIGI |
| Touchstone Variable Series Trust-Touchstone S… Touchstone Variable Series Trust | — | $774.9K | 1.34% | 2,596 NS | $57.72M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $771.1K | 0.17% | 2,583 NS | $460.74M | FIGI |
| Nomura VIP Opportunity Series Delaware VIP Trust | — | $761.5K | 1.02% | 2,551 NS | $74.40M | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $753.4K | 0.03% | 2,524 NS | $2.90B | FIGI |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | — | $748.4K | 0.52% | 2,507 NS | $144.25M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $719.1K | 0.04% | 2,409 NS | $1.65B | FIGI |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | — | $704.5K | 0.44% | 2,360 NS | $159.23M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $694.9K | 0.02% | 2,328 NS | $2.98B | FIGI |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | — | $691.1K | 1.45% | 2,315 NS | $47.67M | FIGI |
| Disciplined Growth Fund American Century Quantitative Equity Fund… | — | $663.9K | 0.16% | 2,224 NS | $410.35M | FIGI |