EVERCORE INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 220,050 | 353,950 | +133,900 | 0.06 | 0.08 | +0.03 | buy |
| Artemis Investment Management LLP | 205,687 | 275,182 | +69,495 | 0.85 | 0.87 | +0.03 | buy |
| FULLER & THALER ASSET MANAGEMENT, INC. | 276,075 | 331,109 | +55,034 | 0.32 | 0.33 | +0.02 | buy |
| WESTWOOD HOLDINGS GROUP INC | 72,439 | 108,256 | +35,817 | 0.20 | 0.24 | +0.03 | buy |
| ROYCE & ASSOCIATES LP | 95,948 | 126,617 | +30,669 | 0.33 | 0.37 | +0.04 | buy |
| Ceredex Value Advisors LLC | 100,310 | 123,525 | +23,215 | 1.03 | 1.16 | +0.13 | buy |
| SummitTX Capital, L.P. | 6,413 | 24,089 | +17,676 | 0.07 | 0.23 | +0.16 | buy |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 37,427 | 52,890 | +15,463 | 0.14 | 0.16 | +0.03 | buy |
| Stephens Investment Management Group LLC | 245,062 | 259,808 | +14,746 | 1.09 | 1.06 | -0.02 | buy |
| Prana Capital Management, LP | 22,049 | 34,376 | +12,327 | 0.27 | 0.31 | +0.04 | buy |
| PINNACLE ASSOCIATES LTD | 21,634 | 32,577 | +10,943 | 0.09 | 0.12 | +0.03 | buy |
| Dorsey Wright & Associates | 12,467 | 23,101 | +10,634 | 1.03 | 0.85 | -0.18 | buy |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 7,484 | 15,213 | +7,729 | 0.00 | 0.01 | +0.00 | buy |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 78,805 | 85,197 | +6,392 | 0.14 | 0.14 | -0.00 | buy |
| GATEWAY INVESTMENT ADVISERS LLC | 1,326 | 4,096 | +2,770 | 0.00 | 0.01 | +0.01 | buy |
| Sivia Capital Partners, LLC | 1,311 | 3,980 | +2,669 | 0.09 | 0.23 | +0.14 | buy |
| Knights of Columbus Asset Advisors LLC | 4,663 | 7,060 | +2,397 | 0.09 | 0.12 | +0.03 | buy |
| BRIDGES INVESTMENT MANAGEMENT INC | 14,207 | 16,460 | +2,253 | 0.06 | 0.07 | +0.01 | buy |
| Freestone Grove Partners LP | 46,776 | 48,822 | +2,046 | 0.12 | 0.11 | -0.01 | buy |
| South Dakota Investment Council | 6,817 | 8,817 | +2,000 | 0.04 | 0.05 | +0.01 | buy |
| WADDELL & ASSOCIATES, LLC | 1,113 | 2,515 | +1,402 | 0.03 | 0.04 | +0.02 | buy |
| APPLETON PARTNERS INC/MA | 30,704 | 31,925 | +1,221 | 0.69 | 0.66 | -0.02 | buy |
| Aster Capital Management (DIFC) Ltd | 37 | 1,084 | +1,047 | 0.01 | 0.07 | +0.07 | buy |
| Retirement Systems of Alabama | 99,592 | 100,589 | +997 | 0.11 | 0.10 | -0.01 | buy |
| MARTINGALE ASSET MANAGEMENT L P | 3,520 | 4,470 | +950 | 0.03 | 0.03 | +0.00 | buy |
| Whalen Wealth Management Inc. | 806 | 1,587 | +781 | 0.15 | 0.25 | +0.11 | buy |
| Great Diamond Partners, LLC | 3,887 | 4,653 | +766 | 0.25 | 0.27 | +0.01 | buy |
| Dana Investment Advisors, Inc. | 6,204 | 6,807 | +603 | 0.06 | 0.06 | -0.00 | buy |
| EVOKE WEALTH, LLC | 1,049 | 1,553 | +504 | 0.01 | 0.01 | +0.00 | buy |
| PRINCETON CAPITAL MANAGEMENT LLC | 6,683 | 7,150 | +467 | 0.59 | 0.58 | -0.00 | buy |
| Bayforest Capital Ltd | 630 | 1,093 | +463 | 0.16 | 0.37 | +0.21 | buy |
| Bridgefront Capital, LLC | 592 | 1,048 | +456 | 0.05 | 0.08 | +0.03 | buy |
| PRAXIS INVESTMENT MANAGEMENT INC | 880 | 1,302 | +422 | 0.02 | 0.02 | +0.01 | buy |
| CERTUITY, LLC | 1,244 | 1,625 | +381 | 0.03 | 0.03 | +0.01 | buy |
| Crestwood Advisors Group, LLC | 725 | 1,093 | +368 | 0.00 | 0.01 | +0.00 | buy |
| Impact Partnership Wealth, LLC | 2,416 | 2,782 | +366 | 0.11 | 0.10 | -0.00 | buy |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,760 | 5,102 | +342 | 0.09 | 0.08 | -0.01 | buy |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,091 | 1,424 | +333 | 0.03 | 0.03 | +0.01 | buy |
| Fifth Third Wealth Advisors LLC | 1,233 | 1,536 | +303 | 0.01 | 0.02 | +0.00 | buy |
| Cornerstone Investment Partners, LLC | 4,401 | 4,699 | +298 | 0.06 | 0.06 | +0.00 | buy |
| Advyzon Investment Management, LLC | 640 | 914 | +274 | 0.03 | 0.02 | -0.00 | buy |
| Kendall Capital Management | 740 | 995 | +255 | 0.05 | 0.06 | +0.01 | buy |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 9,105 | 9,305 | +200 | 0.02 | 0.01 | -0.00 | buy |
| JOHNSON INVESTMENT COUNSEL INC | 1,441 | 1,637 | +196 | 0.00 | 0.00 | -0.00 | buy |
| Optas, LLC | 642 | 829 | +187 | 0.03 | 0.04 | +0.00 | buy |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 9,854 | 10,027 | +173 | 0.25 | 0.24 | -0.00 | buy |
| Net Worth Advisory Group | 1,652 | 1,822 | +170 | 0.11 | 0.11 | -0.00 | buy |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 8,769 | 8,939 | +170 | 0.45 | 0.42 | -0.03 | buy |
| Wedmont Private Capital | 915 | 1,081 | +166 | 0.01 | 0.01 | -0.00 | buy |
| JOURNEY STRATEGIC WEALTH LLC | 2,024 | 2,189 | +165 | 0.02 | 0.02 | -0.00 | buy |
| Quantum Portfolio Management LLC | 1,203 | 1,333 | +130 | 0.18 | 0.17 | -0.01 | buy |
| Ausdal Financial Partners, Inc. | 677 | 804 | +127 | 0.01 | 0.01 | +0.00 | buy |
| Dynamic Advisor Solutions LLC | 3,084 | 3,209 | +125 | 0.03 | 0.03 | -0.00 | buy |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 697 | 806 | +109 | 0.02 | 0.02 | -0.00 | buy |
| SECURIAN ASSET MANAGEMENT, INC | 2,791 | 2,891 | +100 | 0.04 | 0.03 | -0.00 | buy |
| Meeder Advisory Services, Inc. | 872 | 971 | +99 | 0.01 | 0.01 | -0.00 | buy |
| Azimuth Capital Investment Management LLC | 800 | 890 | +90 | 0.01 | 0.01 | +0.00 | buy |
| ANGELES WEALTH MANAGEMENT, LLC | 4,813 | 4,892 | +79 | 0.09 | 0.08 | -0.01 | buy |
| HANCOCK WHITNEY CORP | 7,205 | 7,284 | +79 | 0.04 | 0.04 | -0.00 | buy |
| Precision Wealth Strategies, LLC | 1,561 | 1,630 | +69 | 0.17 | 0.16 | -0.01 | buy |
| Brown Miller Wealth Management, LLC | 827 | 894 | +67 | 0.08 | 0.08 | -0.00 | buy |
| Krilogy Financial LLC | 3,119 | 3,182 | +63 | 0.04 | 0.04 | -0.00 | buy |
| Monument Capital Management | 7,114 | 7,171 | +57 | 0.60 | 0.54 | -0.07 | buy |
| Destination Wealth Management | 627 | 681 | +54 | 0.01 | 0.01 | -0.00 | buy |
| Cypress Capital, LLC | 694 | 737 | +43 | 0.07 | 0.06 | -0.00 | buy |
| PenderFund Capital Management Ltd. | 3,060 | 3,100 | +40 | 0.16 | 0.14 | -0.02 | buy |
| Trivant Custom Portfolio Group, LLC | 3,607 | 3,641 | +34 | 0.71 | 0.60 | -0.11 | buy |
| BNP PARIBAS | 3,002 | 3,033 | +31 | 0.03 | 0.03 | -0.00 | buy |
| Radnor Capital Management, LLC | 6,450 | 6,480 | +30 | 0.33 | 0.29 | -0.04 | buy |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 7,787 | 7,812 | +25 | 1.44 | 1.28 | -0.16 | buy |
| Central Pacific Bank - Trust Division | 550 | 570 | +20 | 0.02 | 0.02 | -0.00 | buy |
| AMERICAN NATIONAL BANK & TRUST | 1 | 19 | +18 | 0.00 | 0.00 | +0.00 | buy |
| RETIREMENT GUYS FORMULA LLC | 678 | 694 | +16 | 0.11 | 0.10 | -0.01 | buy |
| SYM FINANCIAL Corp | 759 | 773 | +14 | 0.03 | 0.02 | -0.00 | buy |
| Parcion Private Wealth LLC | 837 | 850 | +13 | 0.02 | 0.02 | -0.00 | buy |
| JAMES INVESTMENT RESEARCH, INC. | 8,184 | 8,197 | +13 | 0.30 | 0.27 | -0.03 | buy |
| First Bank & Trust | 1,235 | 1,247 | +12 | 0.07 | 0.06 | -0.01 | buy |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,653 | 8,664 | +11 | 0.03 | 0.04 | +0.00 | buy |
| INTRUST BANK NA | 2,968 | 2,976 | +8 | 0.08 | 0.07 | -0.01 | buy |
| Sargent Investment Group, LLC | 6,173 | 6,180 | +7 | 0.26 | 0.24 | -0.02 | buy |
| Summit Place Financial Advisors, LLC | 4,729 | 4,734 | +5 | 0.78 | 0.68 | -0.10 | buy |
| Meiji Yasuda Asset Management Co Ltd. | 888 | 892 | +4 | 0.01 | 0.01 | -0.00 | buy |
| SAGESPRING WEALTH PARTNERS, LLC | 949 | 952 | +3 | 0.01 | 0.01 | -0.00 | buy |
| DENALI ADVISORS LLC | 669 | 671 | +2 | 0.03 | 0.02 | -0.00 | buy |
| Joel Isaacson & Co., LLC | 1,021 | 1,023 | +2 | 0.01 | 0.01 | -0.00 | buy |
| Legend Financial Advisors, Inc. | 3,217 | 3,219 | +2 | 0.66 | 0.62 | -0.04 | buy |
| ANB BANK | 769 | 771 | +2 | 0.10 | 0.09 | -0.01 | buy |
| Altshuler Shaham Ltd | 13 | 14 | +1 | 0.00 | 0.00 | +0.00 | buy |
| Clearstead Trust, LLC | 11 | 12 | +1 | 0.00 | 0.00 | -0.00 | buy |
| Westfuller Advisors, LLC | 11 | 10 | -1 | 0.00 | 0.00 | -0.00 | sell |
| GREENLEAF TRUST | 1,701 | 1,699 | -2 | 0.01 | 0.00 | -0.00 | sell |
| Fielder Capital Group LLC | 1,395 | 1,380 | -15 | 0.10 | 0.09 | -0.01 | sell |
| MOODY ALDRICH PARTNERS LLC | 987 | 965 | -22 | 0.06 | 0.05 | -0.01 | sell |
| Linden Thomas Advisory Services, LLC | 1,004 | 980 | -24 | 0.03 | 0.03 | -0.01 | sell |
| Laird Norton Wetherby Trust Company, LLC | 1,172 | 1,143 | -29 | 0.01 | 0.01 | -0.00 | sell |
| Aviance Capital Partners, LLC | 2,128 | 2,098 | -30 | 0.08 | 0.07 | -0.01 | sell |
| VestGen Investment Management | 1,708 | 1,674 | -34 | 0.32 | 0.28 | -0.05 | sell |
| Kera Capital Partners, Inc. | 2,095 | 2,058 | -37 | 0.09 | 0.08 | -0.02 | sell |
| GREAT LAKES ADVISORS, LLC | 1,389 | 1,347 | -42 | 0.00 | 0.00 | -0.00 | sell |
| Portside Wealth Group, LLC | 947 | 905 | -42 | 0.04 | 0.04 | -0.01 | sell |