Evercore Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $382.28M | 0.36% | 1,280,631 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $356.17M | 0.02% | 1,193,163 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $258.98M | 0.16% | 867,563 NS | $164.60B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $130.27M | 0.08% | 436,415 NS | $157.80B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $128.86M | 0.16% | 431,693 NS | $81.50B | FIGI |
| Disciplined Value Mid Cap Fund John Hancock Funds III | — | $104.33M | 0.48% | 349,499 NS | $21.89B | FIGI |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | — | $94.23M | 0.84% | 315,652 NS | $11.18B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $87.02M | 0.36% | 291,529 NS | $24.22B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $82.46M | 0.14% | 276,227 NS | $60.64B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $72.48M | 0.19% | 242,793 NS | $38.69B | FIGI |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | — | $63.34M | 0.47% | 212,190 NS | $13.54B | FIGI |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund,… | — | $62.65M | 0.44% | 209,892 NS | $14.36B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $56.40M | 0.36% | 188,934 NS | $15.63B | FIGI |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $46.50M | 0.06% | 155,769 NS | $81.04B | FIGI |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | IJK | $43.47M | 0.44% | 145,611 NS | $9.91B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $42.03M | 0.09% | 140,790 NS | $48.22B | FIGI |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | SMIG | $41.47M | 3.34% | 138,914 NS | $1.24B | FIGI |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | — | $39.87M | 1.40% | 133,555 NS | $2.85B | FIGI |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | — | $39.05M | 0.49% | 130,800 NS | $7.99B | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $31.12M | 0.39% | 104,251 NS | $8.07B | FIGI |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | — | $30.24M | 0.12% | 101,300 NS | $24.62B | FIGI |
| Fidelity Contrafund K6 Fidelity Contrafund | — | $28.58M | 0.09% | 95,748 NS | $33.57B | FIGI |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | — | $26.07M | 1.68% | 87,349 NS | $1.55B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $25.07M | 0.04% | 83,987 NS | $69.79B | FIGI |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | — | $25.00M | 1.61% | 83,751 NS | $1.55B | FIGI |
| SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST | — | $24.52M | 1.14% | 82,153 NS | $2.16B | FIGI |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | — | $22.39M | 1.95% | 75,000 NS | $1.15B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $22.30M | 0.28% | 74,713 NS | $7.98B | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $21.79M | 0.11% | 73,000 NS | $20.34B | FIGI |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | — | $19.76M | 0.84% | 66,180 NS | $2.36B | FIGI |
| Touchstone Strategic Trust-Touchstone Small C… Touchstone Strategic Trust | — | $19.07M | 1.28% | 63,884 NS | $1.49B | FIGI |
| iShares U.S. Broker-Dealers & Securities Exch… iShares Trust | IAI | $18.47M | 1.20% | 61,875 NS | $1.54B | FIGI |
| Mid Cap Growth Fund John Hancock Investment Trust | — | $17.99M | 1.57% | 60,252 NS | $1.15B | FIGI |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | — | $17.94M | 1.19% | 60,115 NS | $1.50B | FIGI |
| PIMCO RAE US Small Fund PIMCO Equity Series | — | $16.48M | 0.52% | 55,212 NS | $3.14B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $15.83M | 0.11% | 53,028 NS | $14.16B | FIGI |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | — | $15.50M | 0.78% | 51,929 NS | $2.00B | FIGI |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | — | $15.18M | 2.29% | 50,839 NS | $663.13M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $14.44M | 0.02% | 48,358 NS | $79.62B | FIGI |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | — | $12.99M | 0.72% | 43,514 NS | $1.80B | FIGI |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | — | $12.58M | 1.60% | 42,153 NS | $786.34M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $12.43M | 0.13% | 41,635 NS | $9.23B | FIGI |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | — | $12.25M | 0.56% | 41,027 NS | $2.18B | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $11.65M | 0.36% | 39,027 NS | $3.26B | FIGI |
| AQR Equity Market Neutral Fund AQR Funds | — | $11.62M | 0.35% | 38,929 NS | $3.31B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYG | $10.90M | 0.44% | 36,507 NS | $2.48B | FIGI |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | — | $10.51M | 0.93% | 35,200 NS | $1.13B | FIGI |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Var… | — | $10.23M | 1.49% | 34,263 NS | $685.40M | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $10.16M | 0.27% | 34,022 NS | $3.72B | FIGI |
| Mid Cap Growth Trust John Hancock Variable Insurance Trust | — | $10.13M | 1.57% | 33,948 NS | $645.61M | FIGI |