EVERCORE INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| LORD, ABBETT & CO. LLC | 129,346 | 354,108 | +224,762 | 0.11 | 0.36 | +0.24 | buy |
| Bain Capital Public Equity Management II, LLC | 247,444 | 434,209 | +186,765 | 3.16 | 6.85 | +3.68 | buy |
| COOKSON PEIRCE & CO INC | 975 | 59,294 | +58,319 | 0.01 | 0.82 | +0.81 | buy |
| TimesSquare Capital Management, LLC | 105,350 | 148,686 | +43,336 | 0.41 | 0.72 | +0.31 | buy |
| THAMES CAPITAL MANAGEMENT LLC | 21,344 | 46,881 | +25,537 | 1.31 | 2.26 | +0.95 | buy |
| Bain Capital Public Equity, LP | 17,163 | 28,938 | +11,775 | 3.07 | 6.18 | +3.12 | buy |
| Dorsey Wright & Associates | 1,534 | 13,243 | +11,709 | 0.10 | 1.00 | +0.90 | buy |
| Edgestream Partners, L.P. | 14,181 | 25,565 | +11,384 | 0.11 | 0.25 | +0.15 | buy |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4,271 | 11,842 | +7,571 | 0.09 | 0.25 | +0.16 | buy |
| BRAUN STACEY ASSOCIATES INC | 104,423 | 108,983 | +4,560 | 1.02 | 1.20 | +0.18 | buy |
| Capital International Investors | 601,048 | 604,767 | +3,719 | 0.03 | 0.03 | +0.00 | buy |
| CASTLEARK MANAGEMENT LLC | 27,400 | 31,086 | +3,686 | 0.22 | 0.29 | +0.07 | buy |
| ZACKS INVESTMENT MANAGEMENT | 18,805 | 22,307 | +3,502 | 0.04 | 0.06 | +0.02 | buy |
| Whalen Wealth Management Inc. | 951 | 3,993 | +3,042 | 0.16 | 0.79 | +0.63 | buy |
| Inspire Investing, LLC | 4,402 | 7,293 | +2,891 | 0.13 | 0.24 | +0.11 | buy |
| Lighthouse Investment Partners, LLC | 20,930 | 22,964 | +2,034 | 0.25 | 0.28 | +0.03 | buy |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 44,054 | 45,863 | +1,809 | 0.11 | 0.14 | +0.03 | buy |
| PINNACLE ASSOCIATES LTD | 19,940 | 21,705 | +1,765 | 0.08 | 0.10 | +0.02 | buy |
| Nicholas Investment Partners, LP | 2,355 | 4,108 | +1,753 | 0.06 | 0.11 | +0.05 | buy |
| JAMES INVESTMENT RESEARCH, INC. | 6,773 | 8,184 | +1,411 | 0.22 | 0.30 | +0.08 | buy |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 6,534 | 7,696 | +1,162 | 1.05 | 1.40 | +0.35 | buy |
| AXXCESS WEALTH MANAGEMENT, LLC | 19,102 | 20,195 | +1,093 | 0.12 | 0.14 | +0.02 | buy |
| Dakota Wealth Management | 758 | 1,653 | +895 | 0.00 | 0.01 | +0.01 | buy |
| BRIDGES INVESTMENT MANAGEMENT INC | 12,698 | 13,505 | +807 | 0.05 | 0.06 | +0.01 | buy |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 7,300 | 8,000 | +700 | 0.06 | 0.08 | +0.02 | buy |
| NorthRock Partners, LLC | 980 | 1,604 | +624 | 0.01 | 0.01 | +0.00 | buy |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 8,605 | 9,205 | +600 | 0.01 | 0.01 | +0.00 | buy |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 65,451 | 66,047 | +596 | 4.09 | 5.01 | +0.92 | buy |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,027 | 8,604 | +577 | 0.03 | 0.04 | +0.01 | buy |
| Advisors Capital Management, LLC | 21,610 | 22,144 | +534 | 0.08 | 0.09 | +0.01 | buy |
| Savvy Advisors, Inc. | 1,560 | 2,070 | +510 | 0.03 | 0.03 | +0.00 | buy |
| Jackson Wealth Management, LLC | 38,955 | 39,458 | +503 | 1.14 | 1.33 | +0.19 | buy |
| PEREGRINE INVESTMENT MANAGEMENT INC | 25,810 | 26,160 | +350 | 4.45 | 4.34 | -0.12 | buy |
| MARTINGALE ASSET MANAGEMENT L P | 3,521 | 3,785 | +264 | 0.02 | 0.03 | +0.01 | buy |
| Kera Capital Partners, Inc. | 1,438 | 1,701 | +263 | 0.08 | 0.09 | +0.01 | buy |
| APPLETON PARTNERS INC/MA | 30,380 | 30,638 | +258 | 0.58 | 0.69 | +0.11 | buy |
| TRANSCEND CAPITAL ADVISORS, LLC | 767 | 975 | +208 | 0.02 | 0.02 | +0.01 | buy |
| Freedom Day Solutions, LLC | 4,079 | 4,232 | +153 | 0.33 | 0.39 | +0.06 | buy |
| Sivia Capital Partners, LLC | 1,138 | 1,280 | +142 | 0.10 | 0.12 | +0.02 | buy |
| SECURIAN ASSET MANAGEMENT, INC | 2,752 | 2,891 | +139 | 0.02 | 0.03 | +0.00 | buy |
| Empire Life Investments Inc. | 63,264 | 63,384 | +120 | 1.09 | 1.25 | +0.17 | buy |
| CERTUITY, LLC | 1,099 | 1,193 | +94 | 0.03 | 0.03 | -0.00 | buy |
| Olympiad Research LP | 791 | 867 | +76 | 0.35 | 0.41 | +0.06 | buy |
| SAGESPRING WEALTH PARTNERS, LLC | 942 | 1,017 | +75 | 0.01 | 0.01 | +0.00 | buy |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3,048 | 3,110 | +62 | 0.04 | 0.05 | +0.01 | buy |
| Vermillion & White Wealth Management Group, LLC | 32 | 79 | +47 | 0.01 | 0.02 | +0.01 | buy |
| Epoch Investment Partners, Inc. | 56,722 | 56,768 | +46 | 0.08 | 0.11 | +0.03 | buy |
| EVOKE WEALTH, LLC | 1,035 | 1,081 | +46 | 0.01 | 0.01 | +0.00 | buy |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 10,182 | 10,227 | +45 | 0.22 | 0.25 | +0.03 | buy |
| Great Diamond Partners, LLC | 3,631 | 3,675 | +44 | 0.21 | 0.24 | +0.03 | buy |
| Legend Financial Advisors, Inc. | 3,206 | 3,246 | +40 | 0.58 | 0.67 | +0.10 | buy |
| Meiji Yasuda Asset Management Co Ltd. | 862 | 897 | +35 | 0.01 | 0.01 | +0.00 | buy |
| Cornerstone Investment Partners, LLC | 4,376 | 4,410 | +34 | 0.05 | 0.06 | +0.01 | buy |
| AGF MANAGEMENT LTD | 49,603 | 49,636 | +33 | 0.06 | 0.07 | +0.01 | buy |
| Insight Wealth Partners, LLC | 1,223 | 1,254 | +31 | 0.18 | 0.19 | +0.00 | buy |
| Valeo Financial Advisors, LLC | 920 | 947 | +27 | 0.01 | 0.01 | +0.00 | buy |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,712 | 4,734 | +22 | 0.09 | 0.10 | +0.01 | buy |
| Belpointe Asset Management LLC | 1,194 | 1,215 | +21 | 0.01 | 0.02 | +0.00 | buy |
| Fifth Third Wealth Advisors LLC | 1,228 | 1,249 | +21 | 0.01 | 0.02 | +0.00 | buy |
| Wedmont Private Capital | 860 | 880 | +20 | 0.01 | 0.01 | -0.00 | buy |
| Laird Norton Wetherby Wealth Management, LLC | 808 | 826 | +18 | 0.01 | 0.01 | +0.00 | buy |
| Callan Family Office, LLC | 1,441 | 1,459 | +18 | 0.01 | 0.02 | +0.00 | buy |
| Hilltop Holdings Inc. | 1,130 | 1,146 | +16 | 0.02 | 0.02 | +0.00 | buy |
| Addison Advisors LLC | 124 | 140 | +16 | 0.01 | 0.01 | +0.00 | buy |
| Wealthstream Advisors, Inc. | 796 | 806 | +10 | 0.04 | 0.04 | +0.01 | buy |
| Pallas Capital Advisors LLC | 6,577 | 6,586 | +9 | 0.07 | 0.08 | +0.01 | buy |
| Joel Isaacson & Co., LLC | 758 | 760 | +2 | 0.01 | 0.01 | +0.00 | buy |
| Fielder Capital Group LLC | 1,232 | 1,234 | +2 | 0.09 | 0.09 | +0.01 | buy |
| MASECO LLP | 159 | 160 | +1 | 0.00 | 0.00 | +0.00 | buy |
| Raleigh Capital Management Inc. | 2 | 0 | -2 | 0.00 | 0.00 | -0.00 | sell |
| MOODY ALDRICH PARTNERS LLC | 992 | 989 | -3 | 0.05 | 0.06 | +0.01 | sell |
| Optas, LLC | 1,154 | 1,146 | -8 | 0.06 | 0.07 | +0.01 | sell |
| Linden Thomas Advisory Services, LLC | 1,030 | 1,019 | -11 | 0.03 | 0.03 | +0.00 | sell |
| GREAT LAKES ADVISORS, LLC | 1,505 | 1,493 | -12 | 0.00 | 0.00 | +0.00 | sell |
| Trivant Custom Portfolio Group, LLC | 3,606 | 3,593 | -13 | 0.53 | 0.62 | +0.09 | sell |
| INTRUST BANK NA | 2,915 | 2,898 | -17 | 0.07 | 0.08 | +0.01 | sell |
| BANQUE PICTET & CIE SA | 2,928 | 2,910 | -18 | 0.01 | 0.01 | +0.00 | sell |
| Pekin Hardy Strauss, Inc. | 1,150 | 1,125 | -25 | 0.04 | 0.04 | +0.00 | sell |
| GREENLEAF TRUST | 1,727 | 1,697 | -30 | 0.00 | 0.01 | +0.00 | sell |
| Alamea Verwaltungs GmbH | 1,481 | 1,451 | -30 | 0.30 | 0.33 | +0.03 | sell |
| Tidemark, LLC | 113 | 68 | -45 | 0.01 | 0.01 | -0.00 | sell |
| Kendall Capital Management | 880 | 825 | -55 | 0.06 | 0.06 | -0.00 | sell |
| PRINCETON CAPITAL MANAGEMENT LLC | 6,465 | 6,408 | -57 | 0.52 | 0.58 | +0.06 | sell |
| Portside Wealth Group, LLC | 1,200 | 1,143 | -57 | 0.05 | 0.05 | +0.01 | sell |
| Net Worth Advisory Group | 1,405 | 1,334 | -71 | 0.08 | 0.13 | +0.05 | sell |
| NORDEN GROUP LLC | 1,061 | 988 | -73 | 0.03 | 0.03 | +0.00 | sell |
| BOK Financial Private Wealth, Inc. | 2,725 | 2,643 | -82 | 0.05 | 0.06 | +0.01 | sell |
| Central Pacific Bank - Trust Division | 710 | 610 | -100 | 0.02 | 0.02 | +0.00 | sell |
| Ransom Advisory, Ltd | 3,450 | 3,350 | -100 | 0.44 | 0.51 | +0.07 | sell |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,787 | 1,680 | -107 | 0.03 | 0.03 | -0.00 | sell |
| Radnor Capital Management, LLC | 6,565 | 6,450 | -115 | 0.28 | 0.33 | +0.05 | sell |
| BNP PARIBAS | 3,450 | 3,335 | -115 | 0.03 | 0.03 | +0.00 | sell |
| MATAURO, LLC | 876 | 758 | -118 | 0.04 | 0.04 | -0.00 | sell |
| VALLEY NATIONAL ADVISERS INC | 5,777 | 5,657 | -120 | 0.25 | 0.30 | +0.04 | sell |
| F/m Investments LLC | 10,618 | 10,491 | -127 | 0.10 | 0.14 | +0.03 | sell |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,142 | 1,986 | -156 | 0.03 | 0.03 | +0.00 | sell |
| CROBAN | 5,516 | 5,354 | -162 | 1.27 | 1.20 | -0.07 | sell |
| O'ROURKE & COMPANY, Inc | 2,973 | 2,811 | -162 | 0.37 | 0.40 | +0.02 | sell |
| RETIREMENT GUYS FORMULA LLC | 847 | 681 | -166 | 0.09 | 0.08 | -0.01 | sell |
| Centric Wealth Management | 15,539 | 15,347 | -192 | 1.10 | 1.01 | -0.09 | sell |