Evercore Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $659.1K | 0.02% | 2,208 NS | $3.47B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $654.6K | 0.04% | 2,193 NS | $1.86B | FIGI |
| Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust | — | $582.7K | 1.92% | 1,952 NS | $30.37M | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $549.3K | 0.09% | 1,840 NS | $636.65M | FIGI |
| Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | — | $541.8K | 1.03% | 1,815 NS | $52.79M | FIGI |
| Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC | — | $511.6K | 0.80% | 1,714 NS | $63.99M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $511.3K | 0.04% | 1,713 NS | $1.23B | FIGI |
| TIFF MULTI-ASSET FUND TIFF Investment Program | — | $492.5K | 0.04% | 1,650 NS | $1.39B | FIGI |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | — | $488.7K | 0.72% | 1,637 NS | $67.70M | FIGI |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | — | $478.8K | 0.82% | 1,604 NS | $58.43M | FIGI |
| First Trust Dorsey Wright Momentum & Dividend… First Trust Exchange-Traded Fund VI | DDIV | $467.5K | 0.75% | 1,566 NS | $62.72M | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $465.7K | 0.00% | 1,560 NS | $25.99B | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $424.2K | 0.03% | 1,421 NS | $1.49B | FIGI |
| Calvert U.S. Mid Cap Core Responsible Index F… Calvert Responsible Index Series, Inc. | — | $417.6K | 0.10% | 1,399 NS | $425.33M | FIGI |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION POR… Thrivent Series Fund, Inc. | — | $406.6K | 0.01% | 1,362 NS | $7.86B | FIGI |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | — | $388.7K | 0.19% | 1,302 NS | $202.01M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $385.4K | 0.04% | 1,291 NS | $876.76M | FIGI |
| Goldman Sachs Variable Insurance Trust U.S. E… Goldman Sachs Variable Insurance Trust | — | $383.3K | 0.11% | 1,284 NS | $341.20M | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $351.0K | 0.04% | 1,176 NS | $980.51M | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $345.7K | 0.00% | 1,158 NS | $8.32B | FIGI |
| AQR Trend Total Return Fund AQR Funds | — | $340.3K | 0.17% | 1,140 NS | $205.91M | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $333.1K | 0.04% | 1,116 NS | $901.68M | FIGI |
| Global Atlantic BlackRock Disciplined Mid Cap… Forethought Variable Insurance Trust | — | $298.8K | 0.13% | 1,001 NS | $236.21M | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $286.9K | 0.02% | 961 NS | $1.58B | FIGI |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | — | $276.7K | 0.18% | 927 NS | $151.87M | FIGI |
| Amplify COWS Covered Call ETF Amplify ETF Trust | — | $268.7K | 1.85% | 900 NS | $14.52M | FIGI |
| AQR MS Fusion HV Fund AQR Funds | — | $261.8K | 0.45% | 877 NS | $58.49M | FIGI |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity E… PIMCO Equity Series | MFUS | $254.6K | 0.11% | 853 NS | $229.10M | FIGI |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $252.8K | 0.09% | 847 NS | $293.14M | FIGI |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | — | $249.0K | 0.08% | 834 NS | $296.17M | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $241.5K | 0.02% | 809 NS | $1.29B | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $235.8K | 0.25% | 790 NS | $95.70M | FIGI |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | JHML | $231.0K | 0.02% | 774 NS | $1.02B | FIGI |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | — | $228.1K | 0.04% | 764 NS | $613.75M | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $226.3K | 0.00% | 758 NS | $12.51B | FIGI |
| Strategic Alternatives Fund GuideStone Funds | — | $226.3K | 0.08% | 758 PA | $272.93M | FIGI |
| Calvert U.S. Large Cap Growth Responsible Ind… Calvert Responsible Index Series, Inc. | — | $214.3K | 0.02% | 718 NS | $908.30M | FIGI |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $209.0K | 0.01% | 700 NS | $2.37B | FIGI |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | — | $203.9K | 0.02% | 683 NS | $1.17B | FIGI |
| JPMorgan Diversified Fund JPMorgan Trust I | — | $197.0K | 0.04% | 660 NS | $477.77M | FIGI |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $196.7K | 0.38% | 659 NS | $51.85M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $178.8K | 0.02% | 599 NS | $1.08B | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $177.0K | 0.03% | 593 NS | $695.91M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $174.3K | 0.02% | 584 NS | $883.82M | FIGI |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | — | $154.9K | 0.11% | 519 NS | $136.51M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Value Til… SPDR SERIES TRUST | VLU | $150.4K | 0.02% | 504 NS | $621.35M | FIGI |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | — | $133.4K | 0.01% | 447 NS | $1.87B | FIGI |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | — | $119.4K | 0.02% | 400 NS | $667.85M | FIGI |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION P… Thrivent Series Fund, Inc. | — | $114.9K | 0.00% | 385 NS | $3.11B | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $105.1K | 0.02% | 352 NS | $518.52M | FIGI |