Vault-13

EVERCORE INC EVR

CLASS A · Common Stock · CUSIP 29977A105 · ISIN US29977A1051

American financial services company

472 institutional holders -3 vs Q1 2024
35,177,94235.2m shares reported held*
$7.3bnreported value*
58 new 155 added 183 reduced 59 sold out net sold ≈ $169.7m (-823.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $208.44. Options: 8 managers hold calls ($12.5m notional), 7 hold puts ($10.1m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 370Q4 22: 396Q1 23: 421Q2 23: 401Q3 23: 400Q4 23: 438Q1 24: 475Q2 24: 472472Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022370
Q4 2022396
Q1 2023421
Q2 2023401
Q3 2023400
Q4 2023438
Q1 2024475
Q2 2024472

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 174 bought or addedQ4 22: 194 cut or sold outQ4 22Q1 23: 213 bought or addedQ1 23: 179 cut or sold outQ2 23: 170 bought or addedQ2 23: 234 cut or sold outQ2 23Q3 23: 175 bought or addedQ3 23: 220 cut or sold outQ4 23: 185 bought or addedQ4 23: 197 cut or sold outQ4 23Q1 24: 226 bought or addedQ1 24: 201 cut or sold outQ2 24: 213 bought or addedQ2 24: 242 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022174194
Q1 2023213179
Q2 2023170234
Q3 2023175220
Q4 2023185197
Q1 2024226201
Q2 2024213242

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 23 calls: $12.0mQ3 23 puts: $11.1mQ3 23P/C 0.92Q4 23 calls: $8.8mQ4 23 puts: $10.2mQ4 23P/C 1.15Q1 24 calls: $10.2mQ1 24 puts: $12.1mQ1 24P/C 1.18Q2 24 calls: $12.5mQ2 24 puts: $10.1mQ2 24P/C 0.80
Numbers
QuarterCallsPutsP/C
Q3 2023$12.0m$11.1m0.92
Q4 2023$8.8m$10.2m1.15
Q1 2024$10.2m$12.1m1.18
Q2 2024$12.5m$10.1m0.80

Biggest buyers

LORD, ABBETT & CO. LLC Added +532,452+532.5k
CITADEL ADVISORS LLC Added +368,806+368.8k
WELLINGTON MANAGEMENT GROUP LLP Added +326,205+326.2k
TD Asset Management Inc Added +223,383+223.4k
Invesco Ltd. Added +144,701+144.7k
SAMLYN CAPITAL, LLC New +82,727+82.7k
F/m Investments LLC New +76,166+76.2k
VANGUARD GROUP INC Added +74,684+74.7k
NEUBERGER BERMAN GROUP LLC Added +68,594+68.6k
Moran Wealth Management, LLC New +55,110+55.1k

Biggest sellers

MORGAN STANLEY Reduced -1,225,341-1.2m
JPMORGAN CHASE & CO Reduced -217,438-217.4k
Azora Capital LP Sold out -170,278-170.3k
Clark Capital Management Group, Inc. Sold out -158,445-158.4k
AMERICAN CENTURY COMPANIES INC Reduced -141,936-141.9k
JACOBS LEVY EQUITY MANAGEMENT, INC Reduced -117,709-117.7k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -101,350-101.3k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -89,320-89.3k
MAVERICK CAPITAL LTD Sold out -79,903-79.9k
MILLENNIUM MANAGEMENT LLC Reduced -79,640-79.6k

Biggest calls

Interval Partners, LP New $3.3m160 shares
CITADEL ADVISORS LLC Reduced $2.3m10.8k shares
JANE STREET GROUP, LLC Added $1.8m8.7k shares
Cubist Systematic Strategies, LLC Added $1.7m8.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.5m7.2k shares
Walleye Capital LLC Added $1.1m5.2k shares
SIMPLEX TRADING, LLC Added $792.0k3.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.5m21.5k shares
Walleye Capital LLC Added $3.7m17.9k shares
Cubist Systematic Strategies, LLC Added $1.1m5.1k shares
CITADEL ADVISORS LLC Reduced $312.6k1.5k shares
SIMPLEX TRADING, LLC Reduced $270.0k1.3k shares
Genus Capital Management Inc. New $200.1k960 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 5.1% new 2.0m≈ $669.3m 2026-07-31
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.0% new 2.0m≈ $679.4m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (5.0%, 2026-02-10)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 22: 0 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 3 sellingQ2 23: 0 buyingQ2 23: 1 sellingQ2 23Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 3 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—1$31.0k—
Q4 20220—0——
Q1 20230—3$2.3m—
Q2 20230—1$272.2k—
Q3 20230—1$80.9k—
Q4 20230—1$986.8k$986.8k
Q1 20240—3$2.3m$2.3m
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 3,720,4433.7m $775.5m $775.5m 0.01% Added +74.7k +74,684
2 BlackRock Inc. 0.02% of their portfolio New York, NY 3,503,3593.5m $730.2m $730.2m 0.02% Added +38.7k +38,655
3 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,897,7841.9m $395.6m $395.6m 0.02% Reduced -217.4k -217,438
4 Boston Partners 0.44% of their portfolio BOSTON, MA 1,675,0621.7m $350.4m $350.4m 0.44% Reduced -34.5k -34,454
5 LORD, ABBETT & CO. LLC 0.44% of their portfolio JERSEY CITY, NJ 1,277,2841.3m $266.2m $266.2m 0.44% Added +532.5k +532,452
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 1,088,5311.1m $226.9m $226.9m 0.01% Reduced -3.6k -3,648
7 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 1,069,4751.1m $222.9m $222.9m 0.05% Added +144.7k +144,701
8 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio Boston, MA 1,040,7801.0m $216.9m $216.9m 0.07% Reduced -10.6k -10,581
9 TD Asset Management Inc 0.20% of their portfolio Toronto, A6 1,030,4811.0m $214.8m $214.8m 0.20% Added +223.4k +223,383
10 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 797,951798.0k $166.3m $166.3m 0.04% Reduced -34.7k -34,681
11 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 788,205788.2k $164.3m $164.3m 0.03% Added +326.2k +326,205
12 FULLER & THALER ASSET MANAGEMENT, INC. 0.67% of their portfolio SAN MATEO, CA 745,235745.2k $155.3m $155.3m 0.67% Reduced -581 -581
13 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 683,865683.9k $142.6m $142.6m 0.01% Added +48.3k +48,297
14 MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio NEW YORK, NY 665,572665.6k $138.7m $138.7m 0.11% Reduced -79.6k -79,640
15 PRIMECAP MANAGEMENT CO/CA/ 0.09% of their portfolio PASADENA, CA 604,550604.5k $126.0m $126.0m 0.09% Added +8.1k +8,100
16 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 551,541551.5k $115.0m $115.0m 0.01% Reduced -1.2m -1,225,341
17 Bahl & Gaynor LLC 0.50% of their portfolio CINCINNATI, OH 426,252426.3k $88.8m $88.8m 0.50% Added +1.4k +1,388
18 Channing Capital Management, LLC 2.44% of their portfolio Chicago, IL 425,840425.8k $88.8m $88.8m 2.44% Reduced -8.6k -8,589
19 NORGES BANK 0.01% of their portfolio OSLO, Q8 424,163424.2k $88.4m $88.4m 0.01% Added +14.5k +14,494
20 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 411,998412.0k $85.9m $85.9m 0.02% Reduced -11.4k -11,399
21 CITADEL ADVISORS LLC 0.08% of their portfolio MIAMI, FL 380,145380.1k $79.2m $79.2m 0.08% Added +368.8k +368,806
22 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.67% of their portfolio HOUSTON, TX 346,470346.5k $72.2m $72.2m 0.67% Added +54.4k +54,400
23 Fisher Asset Management, LLC 0.03% of their portfolio PLANO, TX 301,853301.9k $62.9m $62.9m 0.03% Reduced -5.9k -5,896
24 Paralel Advisors LLC 2.99% of their portfolio DENVER, CO 300,000300.0k $62.5m $62.5m 2.99% Unchanged
25 Boston Trust Walden Corp 0.46% of their portfolio BOSTON, MA 299,790299.8k $62.5m $62.5m 0.46% Reduced -208 -208
26 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 282,694282.7k $58.9m $58.9m 0.01% Reduced -8.0k -7,997
27 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 281,974282.0k $58.8m $58.8m 0.01% Added +39.2k +39,168
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 268,760268.8k $56.0m $56.0m 0.01% Added +4.9k +4,859
29 SCOUT INVESTMENTS, INC. 1.47% of their portfolio KANSAS CITY, MO 262,147262.1k $54.6m $54.6m 1.47% Reduced -12.5k -12,498
30 Epoch Investment Partners, Inc. 0.25% of their portfolio New York, NY 261,849261.8k $54.6m $54.6m 0.25% Added +8.4k +8,421
31 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 258,301258.3k $53.8m $53.8m 0.02% Reduced -14.7k -14,662
32 JACOBS LEVY EQUITY MANAGEMENT, INC 0.21% of their portfolio FLORHAM PARK, NJ 240,586240.6k $50.1m $50.1m 0.21% Reduced -117.7k -117,709
33 NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio NEW YORK, NY 229,555229.6k $47.8m $47.8m 0.04% Added +68.6k +68,594
34 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 226,287226.3k $47.2m $47.2m 0.01% Reduced -2.7k -2,713
35 SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio London, X0 190,649190.6k $39.7m $39.7m 0.04% Reduced -101.3k -101,350
36 MACQUARIE GROUP LTD 0.05% of their portfolio Sydney, NSW 2000, C3 189,077189.1k $39.4m $39.4m 0.05% Reduced -20 -20
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 187,168187.2k $39.0m $39.0m 0.00% Reduced -33.0k -33,033
38 Driehaus Capital Management LLC 0.37% of their portfolio Chicago, IL 181,433181.4k $37.8m $37.8m 0.37% Reduced -22.9k -22,879
39 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 179,180179.2k $37.3m $37.3m 0.02% Added +48.6k +48,640
40 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 174,684174.7k $36.4m $36.4m 0.01% Added +39.2k +39,192
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 160,042160.0k $33.4m $33.4m 0.01% Added +31.7k +31,720
42 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 158,992159.0k $33.1m $33.1m 0.02% Reduced -141.9k -141,936
43 ProShare Advisors LLC 0.09% of their portfolio BETHESDA, MD 158,938158.9k $33.1m $33.1m 0.09% Reduced -11.8k -11,765
44 Global Alpha Capital Management Ltd. 2.35% of their portfolio MONTREAL, A8 154,560154.6k $32.2m $32.2m 2.35% Added +33.4k +33,360
45 FRONTIER CAPITAL MANAGEMENT CO LLC 0.31% of their portfolio Boston, MA 151,077151.1k $31.5m $31.5m 0.31% Added +1.7k +1,689
46 COOKSON PEIRCE & CO INC 1.38% of their portfolio PITTSBURGH, PA 137,309137.3k $28.6m $28.6m 1.38% Added +18.8k +18,804
47 NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio ALBANY, NY 133,546133.5k $27.8m $27.8m 0.04% Reduced -6.3k -6,326
48 BRAUN STACEY ASSOCIATES INC 1.02% of their portfolio NEW YORK, NY 126,736126.7k $26.4m $26.4m 1.02% Added +7.2k +7,158
49 ARIEL INVESTMENTS, LLC 0.27% of their portfolio CHICAGO, IL 121,221121.2k $25.3m $25.3m 0.27% Reduced -5.0k -5,022
50 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 120,790120.8k $25.2m $25.2m 0.03% Added +34.3k +34,282
51 GLENMEDE TRUST CO NA 0.12% of their portfolio PHILADELPHIA, PA 117,680117.7k $24.5m $24.5m 0.12% Reduced -21.5k -21,487
52 GREAT LAKES ADVISORS, LLC 0.22% of their portfolio CHICAGO, IL 116,550116.5k $24.3m $24.3m 0.22% Reduced -5.4k -5,362
53 Retirement Systems of Alabama 0.09% of their portfolio MONTGOMERY, AL 114,204114.2k $23.8m $23.8m 0.09% Reduced -6.6k -6,599
54 STRS OHIO 0.09% of their portfolio COLUMBUS, OH 111,940111.9k $23.3m $23.3m 0.09% Reduced -273 -273
55 ROYCE & ASSOCIATES LP 0.21% of their portfolio New York, NY 107,981108.0k $22.5m $22.5m 0.21% Reduced -13.2k -13,205
56 CRAMER ROSENTHAL MCGLYNN LLC 1.32% of their portfolio STAMFORD, CT 107,759107.8k $22.5m $22.5m 1.32% Added +9.3k +9,346
57 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 106,903106.9k $22.3m $22.3m 0.01% Reduced -18.5k -18,532
58 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 99,23799.2k $20.7m $20.7m 0.02% Added +19 +19
59 WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio LAGUNA BEACH, CA 97,90897.9k $19.3m $19.3m 0.05% Added +1.5k +1,454
60 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 97,32397.3k $20.3m $20.3m 0.06% Added +2.2k +2,197
61 Man Group plc 0.05% of their portfolio LONDON, X0 88,94688.9k $18.5m $18.5m 0.05% Added +7.3k +7,349
62 Nitorum Capital, L.P. 2.01% of their portfolio NEW YORK, NY 88,49588.5k $18.4m $18.4m 2.01% Reduced -31.9k -31,949
63 SAMLYN CAPITAL, LLC 0.30% of their portfolio New York, NY 82,72782.7k $17.2m $17.2m 0.30% New
64 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 78,84078.8k $16.4m $16.4m 0.01% Reduced -12.9k -12,922
65 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.03% of their portfolio NEW YORK, NY 76,42076.4k $15.9m $15.9m 1.03% Unchanged
66 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 76,24776.2k $15.9m $15.9m 0.01% Added +1.8k +1,772
67 CCM INVESTMENT ADVISERS LLC 1.87% of their portfolio COLUMBIA, SC 76,21176.2k $15.9m $15.9m 1.87% Reduced -3.3k -3,315
68 F/m Investments LLC 0.57% of their portfolio WASHINGTON, DC 76,16676.2k $15.9m $15.9m 0.57% New
69 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 75,90575.9k $15.8m $15.8m 0.03% Added +8.5k +8,526
70 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 74,34974.3k $15.5m $15.5m 0.00% Reduced -30.0k -30,048
71 FMR LLC 0.00% of their portfolio BOSTON, MA 72,82372.8k $15.2m $15.2m 0.00% Reduced -4.9k -4,943
72 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 72,49372.5k $14.7m $14.7m 0.02% Added +29.4k +29,441
73 Swiss National Bank 0.01% of their portfolio ZURICH, V8 72,30072.3k $15.1m $15.1m 0.01% Added +1.7k +1,700
74 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.10% of their portfolio Cincinnati, OH 71,80871.8k $15.0m $15.0m 0.10% Added +200 +200
75 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 71,61671.6k $14.9m $14.9m 0.01% Added +118 +118
76 Nicholas Investment Partners, LP 1.55% of their portfolio RANCHO SANTA FE, CA 71,53571.5k $14.9m $14.9m 1.55% Reduced -16.4k -16,446
77 First Eagle Investment Management, LLC 0.03% of their portfolio NEW YORK, NY 70,78170.8k $14.8m $14.8m 0.03% Added +6.7k +6,700
78 STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio MADISON, WI 69,08369.1k $14.4m $14.4m 0.04% Reduced -23.2k -23,205
79 Legal & General Group Plc 0.00% of their portfolio London, X0 68,71768.7k $14.3m $14.3m 0.00% Reduced -6.4k -6,359
80 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 68,11068.1k $14.2m $14.2m 0.02% Added +48.1k +48,143
81 Grandeur Peak Global Advisors, LLC 1.12% of their portfolio SALT LAKE CITY, UT 67,44367.4k $14.1m $14.1m 1.12% Reduced -6.3k -6,299
82 Walleye Capital LLC 0.14% of their portfolio NEW YORK, NY 66,16966.2k $13.8m $13.8m 0.14% Added +4.5k +4,490
83 PEREGRINE CAPITAL MANAGEMENT LLC 0.38% of their portfolio MINNEAPOLIS, MN 62,06762.1k $12.9m $12.9m 0.38% Added +805 +805
84 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 61,39261.4k $12.8m $12.8m 0.03% Reduced -2.3k -2,269
85 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 60,17760.2k $12.5m $12.5m 0.02% Reduced -54.5k -54,535
86 Allianz Asset Management GmbH 0.02% of their portfolio MUNICH, 2M 59,61159.6k $12.4m $12.4m 0.02% Added +35.2k +35,208
87 Pier Capital, LLC 1.75% of their portfolio STAMFORD, CT 56,32056.3k $11.7m $11.7m 1.75% Reduced -4.9k -4,925
88 Moran Wealth Management, LLC 0.38% of their portfolio NAPLES, FL 55,11055.1k $11.5m $11.5m 0.38% New
89 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio Los Angeles, CA 54,20554.2k $11.3m $11.3m 0.04% Reduced -89.3k -89,320
90 TWO SIGMA ADVISERS, LP 0.03% of their portfolio NEW YORK, NY 54,20054.2k $11.3m $11.3m 0.03% Added +40.4k +40,400
91 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 53,66653.7k $11.2m $11.2m 0.00% Reduced -13.3k -13,296
92 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 51,17951.2k $10.7m $10.7m 0.00% Added +38.4k +38,418
93 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 50,88350.9k $10.6m $10.6m 0.02% Unchanged
94 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 50,02750.0k $10.4m $10.4m 0.03% New
95 SEGALL BRYANT & HAMILL, LLC 0.18% of their portfolio CHICAGO, IL 48,43248.4k $10.1m $10.1m 0.18% Added +1.3k +1,317
96 ALPS ADVISORS INC 0.07% of their portfolio Denver, CO 48,38848.4k $10.1m $10.1m 0.07% Added +6.6k +6,583
97 CASTLEARK MANAGEMENT LLC 0.40% of their portfolio CHICAGO, IL 46,54046.5k $9.7m $9.7m 0.40% Reduced -390 -390
98 UBS Group AG 0.00% of their portfolio ZURICH, V8 45,33845.3k $9.4m $9.4m 0.00% Added +2.0k +1,980
99 Corebridge Financial, Inc. 0.05% of their portfolio HOUSTON, TX 44,82544.8k $9.3m $9.3m 0.05% First filing
100 GW&K Investment Management, LLC 0.08% of their portfolio BOSTON, MA 44,17444.2k $9.2m $9.2m 0.08% Added +6.5k +6,504