EVERCORE INC

$EVR
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Smart money positioned

12 of the Top-200 alpha managers hold $EVR as of the latest 13F snapshot.

13F holders
648
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$EVR is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.62%, with an average of 0.09% of portfolio. Largest holder: Legend Financial Advisors, Inc. at 0.62%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Legend Financial Advisors, Inc.
0.62% held
α +12.3pts
02
Impact Partnership Wealth, LLC
0.10% NEW
α +10.3pts
03
New Age Alpha Advisors, LLC
0.08% held
α +10.8pts
04
Narus Financial Partners, LLC
0.08% held
α +11.1pts
05
Wellington Management Group LLP
0.03% held
α +10.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 648 · Source: 13F-HR
01
Bahl & Gaynor Inc.
0.07% of portfolio
3,197,060 sh
02
Axa S.a.
0.01% of portfolio
1,179,024 sh
03
State Street
0.01% of portfolio
1,159,743 sh
04
Sb Investment Advisers (uk) Ltd.
0.09% of portfolio
994,362 sh
05
Northeast Financial Consultants Inc
0.16% of portfolio
781,168 sh
06
ProShare Advisors LLC
0.02% of portfolio
482,617 sh
07
Citizens Financial Group INC
0.04% of portfolio
424,719 sh
08
Keystone Group, L.p.
0.60% of portfolio
401,833 sh
09
First Financial Bankshares Inc.
0.08% of portfolio
353,950 sh
10
California State Teachers Retirement System
0.33% of portfolio
331,109 sh
See all 648 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $EVR in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $EVR in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:03 UTC.