EVR institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

636 institutional managers reported holding EVR for the quarter ended Mar 31, 2026. Together they hold about 83% of shares outstanding; the top 10 hold 40%. 96 opened new positions; 84 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group3.98M9.51%$1.19Badded +3.3%≤2013
BlackRock3.65M8.72%$1.09Badded +5.5%≤2013
FMR (Fidelity)1.67M3.99%$498.2Madded +32.9%2018 Q3
Invesco1.42M3.40%$425.1Madded +6%≤2013
AQR Capital1.32M3.15%$392.9Madded +53.5%2015 Q4
State Street1.18M2.82%$351.8Madded +1.7%≤2013
Geode Capital1.04M2.49%$311.3Madded +12.8%≤2013
TD Asset Management INC958.5k2.29%$286.0Mtrimmed -21.1%2023 Q2
Morgan Stanley917.8k2.19%$273.8Madded +33.7%≤2013
Wellington Management623.3k1.49%$186.0Mtrimmed -67.7%2013 Q3
Boston Partners580.2k1.39%$173.1Mtrimmed -29.6%2019 Q1
Dimensional Fund Advisors548.5k1.31%$163.7Madded +3.1%≤2013
Goldman Sachs524.5k1.25%$156.5Madded +19.5%≤2013
Fisher Investments424.7k1.01%$126.7Madded +32.8%2017 Q1
Bahl & Gaynor INC401.8k0.96%$119.9Mtrimmed -4.7%2014 Q4
Point72390.6k0.93%$116.5Mopened2026 Q1
UBS379.9k0.91%$113.3Mtrimmed -13%≤2013
Balyasny Asset Management369.0k0.88%$110.1Madded +700.4%2025 Q2
BNP Paribas Financial Markets367.4k0.88%$109.6Madded +68.7%≤2013
Northern Trust357.2k0.85%$106.6Madded +11.5%≤2013
PRIMECAP Management353.9k0.85%$105.6Madded +60.8%2021 Q4
Fuller & Thaler Asset Management, INC.331.1k0.79%$98.8Madded +19.9%2020 Q2
T. Rowe Price326.7k0.78%$97.5Mtrimmed -47.1%2013 Q4
BNY Mellon319.2k0.76%$95.2Munchanged≤2013
Paralel Advisors LLC300.0k0.72%$89.5Munchanged2021 Q4
Charles Schwab Investment Management275.3k0.66%$82.1Madded +3%≤2013
Artemis Investment Management LLP275.2k0.66%$82.1Madded +33.8%2025 Q3
Stephens Investment Management Group LLC259.8k0.62%$77.5Madded +6%2024 Q4
William Blair Investment Management, LLC256.5k0.61%$76.5Mtrimmed -22.5%2025 Q2
Qube Research & Technologies LTD248.9k0.59%$74.3Madded +6865.1%2021 Q1
Bank OF America CORP /DE/234.7k0.56%$70.0Mtrimmed -2.9%≤2013
Arrowstreet Capital232.6k0.56%$69.4Mopened2024 Q1
Victory Capital Management INC198.8k0.47%$59.3Madded +4.1%2019 Q3
Schroder Investment Management Group190.9k0.46%$57.0Madded +13.4%2017 Q1
Quantinno Capital Management LP175.6k0.42%$52.4Madded +54.8%2022 Q4
Renaissance Technologies173.9k0.41%$51.9Madded +1178.4%2021 Q3
Rockefeller Capital Management L.p.173.1k0.41%$51.7Mtrimmed -1.1%2018 Q4
TimesSquare Capital Management, LLC166.0k0.40%$49.5Mtrimmed -1.6%2025 Q2
Manufacturers Life Insurance Company, THE161.8k0.39%$48.3Munchanged≤2013
Longaeva Partners L.p.157.3k0.38%$46.9Mopened2026 Q1
Capital International Investors155.8k0.37%$46.5Mtrimmed -6.6%2025 Q2
Jacobs Levy Equity Management, INC144.4k0.34%$43.1Mopened2026 Q1
Nomura Asset Management International INC.141.6k0.34%$42.3Mtrimmed -33.1%2025 Q4
TD Waterhouse Canada INC.136.0k0.33%$40.6Madded +906.9%2024 Q1
Franklin Resources133.9k0.32%$40.0Mtrimmed -12.2%≤2013
Janus Henderson127.9k0.31%$38.2Madded +37.4%2018 Q2
Royce & Associates126.6k0.30%$37.8Madded +32%2019 Q3
Ceredex Value Advisors LLC123.5k0.29%$36.9Madded +23.1%2018 Q1
Global Alpha Capital Management LTD.118.9k0.28%$35.5Mtrimmed -0.7%2023 Q4
CPP Investment Board116.0k0.28%$34.6Madded +34.1%2017 Q3

Largest 50 of 636 shown; the full ranked, searchable register is at boothcheck.com/holders/EVR. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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