{"url":"https://etfiq.com/holdings/evr/","section":"holdings","title":"EVR ETFs: 155 Funds That Hold Evercore Inc | ETFIQ","description":"155 thematic and core ETFs hold Evercore Inc (EVR). SCDV holds the most, at 3.76% of the fund on Jun 30, 2026. Weights and filing dates for every holder.","as_of":"Nov 5, 2026","structured_data":[{"@type":"Dataset","@id":"https://etfiq.com/holdings/evr#data","name":"ETFs holding Evercore Inc","description":"Every US listed ETF that holds Evercore Inc, with each fund\u2019s published weight and filing date.","creator":{"@id":"https://etfiq.com/#org"},"isAccessibleForFree":true,"variableMeasured":["Share of fund","Holdings filing date"],"license":"https://etfiq.com/license/","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/alternatives.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/core.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/crypto.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/funds.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/income.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/leverage.json"},{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}]},{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Which ETFs hold Evercore Inc?","acceptedAnswer":{"@type":"Answer","text":"155 thematic and core ETFs hold Evercore Inc, by holdings dated Jun 30, 2026 to Nov 4, 2026. The largest positions are SCDV at 3.76% of the fund on Jun 30, 2026, SMIG at 3.17% of the fund on Jun 30, 2026 and TSCM at 3.04% of the fund on Aug 31, 2026. 1 income and other fund on it is listed apart."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Holdings","item":"https://etfiq.com/holdings/"},{"@type":"ListItem","position":3,"name":"Evercore Inc","item":"https://etfiq.com/holdings/evr/"}]},{"@type":"WebPage","name":"EVR ETFs: 155 Funds That Hold Evercore Inc","description":"155 thematic and core ETFs hold Evercore Inc (EVR). SCDV holds the most, at 3.76% of the fund on Jun 30, 2026. Weights and filing dates for every holder.","url":"https://etfiq.com/holdings/evr/","dateModified":"2026-11-04","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":12744,"truncated":false,"content":"ETFIQ / Holdings / Evercore Inc \n \n ETFs that hold Evercore Inc\n 155 thematic and core ETFs hold Evercore Inc , by holdings dated Jun 30, 2026 to Nov 4, 2026 . SCDV holds the most, at 3.76% of the fund on Jun 30, 2026 . The next largest are SMIG (3.17%) and TSCM (3.04%). \n 1 income and other fund on it is listed below.\n Thematic and core funds that hold it\n Fund Name Share of the fund Holdings filed Asset \n SCDV Bahl & Gaynor Small Cap Dividend ETF 3.76% Jun 30, 2026 Equity \n SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.17% Jun 30, 2026 Equity \n TSCM TimesSquare Quality Mid Cap Growth ETF 3.04% Aug 31, 2026 Equity \n TOGA Tremblant Global ETF 2.59% Jun 30, 2026 Equity \n XMHQ Invesco S&P MidCap Quality ETF 2.18% Nov 3, 2026 Equity \n REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.74% Nov 3, 2026 Equity \n FEMD First Eagle Mid Cap Equity ETF 1.72% Jul 31, 2026 Equity \n COWS Amplify Cash Flow Dividend Leaders ETF 1.69% Nov 4, 2026 Equity \n KCE State Street SPDR S&P Capital Markets ETF 1.69% Nov 3, 2026 Equity \n TSCV Thrivent Small Cap Value ETF 1.21% Jun 30, 2026 Equity \n FSGS First Trust SMID Growth Strength ETF 1.14% Nov 3, 2026 Equity \n IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.08% Nov 3, 2026 Equity \n QMID WisdomTree U.S. MidCap Quality Growth Fund 1.07% Jun 30, 2026 Equity \n FXO First Trust Financials AlphaDEX Fund 1.03% Nov 3, 2026 Equity \n SGRT SMART Earnings Growth 30 ETF 0.98% Jun 30, 2026 Equity \n GRPM Invesco S&P MidCap 400 GARP ETF 0.93% Nov 3, 2026 Equity \n FDLS Inspire Fidelis Multi Factor ETF 0.75% Aug 31, 2026 Equity \n VSDA VictoryShares Dividend Accelerator ETF 0.73% Jun 30, 2026 Equity \n BGDV Bahl & Gaynor Dividend ETF 0.66% Jun 30, 2026 Equity \n SQLT iShares MSCI USA Small-Cap Quality Factor ETF 0.59% Nov 3, 2026 Equity \n JHDV John Hancock U.S. High Dividend ETF 0.56% Jun 30, 2026 Equity \n HFGO Hartford Large Cap Growth ETF 0.53% Jul 31, 2026 Equity \n IQSM NYLIM Candriam U.S. Mid Cap Equity ETF 0.47% Jul 31, 2026 Equity \n MIDE Xtrackers S&P MidCap 400 Scored & Screened ETF 0.45% Aug 31, 2026 Equity \n GQI Natixis Gateway Quality Income ETF 0.45% Jun 30, 2026 Equity \n OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF 0.43% Aug 31, 2026 Equity \n SMIZ Zacks Small/Mid Cap ETF 0.43% Aug 31, 2026 Equity \n MDYG State Street SPDR S & P 400 Mid Cap Growth ETF 0.41% Nov 3, 2026 Equity \n IJK iShares S&P Mid-Cap 400 Growth ETF 0.40% Nov 3, 2026 Equity \n SMLF iShares U.S. Small-Cap Equity Factor ETF 0.39% Nov 3, 2026 Equity \n JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF 0.38% Nov 3, 2026 Equity \n QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.36% Nov 3, 2026 Equity \n XJH iShares ESG Select Screened S&P Mid-Cap ETF 0.36% Nov 3, 2026 Equity \n ISCG iShares Morningstar Small-Cap Growth ETF 0.35% Nov 3, 2026 Equity \n SMOX HORIZON SMALL/MID CAP CORE EQUITY ETF 0.35% Aug 31, 2026 Equity \n PTMC Pacer Trendpilot US Mid Cap ETF 0.35% Jul 31, 2026 Equity \n IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.34% Sep 30, 2026 Equity \n FNY First Trust Mid Cap Growth AlphaDEX Fund 0.34% Nov 3, 2026 Equity \n VUSE Vident U.S. Equity Strategy ETF 0.33% Aug 31, 2026 Equity \n SYZ Lazard US Systematic Small Cap Equity ETF 0.33% Jun 30, 2026 Equity \n SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.33% Nov 3, 2026 Equity \n IJH iShares Core S&P Mid-Cap ETF 0.33% Nov 3, 2026 Equity \n MDY SPDR S&P MidCap 400 ETF Trust 0.33% Nov 3, 2026 Equity \n GQQQ Astoria US Quality Growth Kings ETF 0.30% Aug 31, 2026 Equity \n USMF WisdomTree U.S. Multifactor Fund 0.30% Jun 30, 2026 Equity \n BKMC BNY Mellon US Mid Cap Core Equity ETF 0.29% Jul 31, 2026 Equity \n DON WisdomTree U.S. MidCap Dividend Fund 0.29% Jun 30, 2026 Equity \n IVOO Vanguard S&P Mid-Cap 400 ETF 0.29% Sep 30, 2026 Equity \n ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.27% Nov 3, 2026 Equity \n BIBL Inspire 100 ETF 0.27% Aug 31, 2026 Equity \n AVMV Avantis U.S. Mid Cap Value ETF 0.26% Nov 2, 2026 Equity \n MDYV State Street SPDR S & P 400 Mid Cap Value ETF 0.25% Nov 3, 2026 Equity \n IJJ iShares S&P Mid-Cap 400 Value ETF 0.25% Nov 3, 2026 Equity \n DEUS Xtrackers Russell US Multifactor ETF 0.25% Aug 31, 2026 Equity \n FSMD Fidelity Small-Mid Multifactor ETF 0.24% Jul 31, 2026 Equity \n BFOR Barron's 400 ETF 0.23% Aug 31, 2026 Equity \n IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.23% Sep 30, 2026 Equity \n BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.23% Nov 3, 2026 Equity \n AVLV Avantis U.S. Large Cap Value ETF 0.21% Nov 3, 2026 Equity \n SCHM Schwab U.S. Mid-Cap ETF 0.21% Aug 31, 2026 Equity \n BLES Inspire Global Hope ETF 0.20% Aug 31, 2026 Equity \n QGRO American Century U.S. Quality Growth ETF 0.20% Aug 31, 2026 Equity \n RWK Invesco S&P MidCap 400 Revenue ETF 0.19% Nov 3, 2026 Equity \n ISCB 0.18% Jul 31, 2026 Equity \n EZM WisdomTree U.S. MidCap Fund 0.18% Jun 30, 2026 Equity \n ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.17% Nov 3, 2026 Equity \n IYF iShares U.S. Financials ETF 0.17% Nov 3, 2026 Equity \n MSML iShares MSCI USA Small-Cap ETF 0.17% Nov 3, 2026 Equity \n ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.16% Nov 3, 2026 Equity \n INFO Harbor PanAgora Dynamic Large Cap Core ETF 0.16% Jul 31, 2026 Equity \n ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.16% Nov 3, 2026 Equity \n JHMM John Hancock Multifactor Mid Cap ETF 0.15% Jun 30, 2026 Equity \n IYG iShares U.S. Financial Services ETF 0.15% Nov 3, 2026 Equity \n SMMD iShares Russell 2500 ETF 0.15% Nov 3, 2026 Equity \n HDUS Hartford Disciplined US Equity ETF 0.15% Jul 31, 2026 Equity \n GINN Goldman Sachs Innovate Equity ETF 0.14% Aug 31, 2026 Equity \n FNCL Fidelity MSCI Financials Index ETF 0.13% Jul 31, 2026 Equity \n VBK Vanguard Morningstar Small-Cap Growth ETF 0.13% Sep 30, 2026 Equity \n DFAS U.S. Small Cap Portfolio: ETF Class Shares 0.13% Jul 31, 2026 Equity \n AVMC Avantis U.S. Mid Cap Equity ETF 0.13% Nov 2, 2026 Equity \n SMDX Intech S&P Small-Mid Cap Diversified Alpha ETF 0.12% Jul 31, 2026 Equity \n VALQ American Century U.S. Quality Value ETF 0.12% Aug 31, 2026 Equity \n VB Vanguard Morningstar Small-Cap ETF 0.12% Sep 30, 2026 Equity \n VXF Vanguard Extended Market ETF 0.12% Sep 30, 2026 Equity \n MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.12% Jun 30, 2026 Equity \n VFH Vanguard Financials ETF 0.11% Sep 30, 2026 Equity \n FAD First Trust Multi Cap Growth AlphaDEX Fund 0.11% Nov 3, 2026 Equity \n IWS iShares Russell Mid-Cap Value ETF 0.11% Nov 3, 2026 Equity \n CVMC Calvert US Mid-Cap Core Responsible Index ETF 0.11% Jun 30, 2026 Equity \n VBR Vanguard Morningstar Small-Cap Value ETF 0.11% Sep 30, 2026 Equity \n WSML iShares MSCI World Small-Cap ETF 0.10% Nov 3, 2026 Equity \n FLQL Franklin U.S. Large Cap Multifactor Index ETF 0.10% Jun 30, 2026 Equity \n AVUQ Avantis U.S. Quality ETF 0.09% Nov 2, 2026 Equity \n FEAC Fidelity Enhanced U.S. All-Cap Equity ETF 0.09% Jun 30, 2026 Equity \n QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.08% Aug 31, 2026 Equity \n USEW Cambria US EW ETF 0.08% Aug 31, 2026 Equity \n IWR iShares Russell Mid-Cap ETF 0.08% Nov 3, 2026 Equity \n MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF 0.07% Aug 31, 2026 Equity \n FMDE Fidelity Enhanced Mid Cap Core ETF 0.07% Jun 30, 2026 Equity \n AVSU Avantis Responsible U.S. Equity ETF 0.07% Nov 2, 2026 Equity \n EQAL Invesco Russell 1000 Equal Weight ETF 0.07% Nov 3, 2026 Equity \n PTL Inspire 500 ETF 0.06% Aug 31, 2026 Equity \n AVLC Avantis U.S. Large Cap Equity ETF 0.06% Nov 2, 2026 Equity \n OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.06% Nov 3, 2026 Equity \n VFQY Vanguard U.S. Quality Factor ETF 0.06% Sep 30, 2026 Equity \n DXUV US Vector Equity Portfolio ETF Class Shares 0.06% Jul 31, 2026 Equity \n DCOR US Core Equity 1 Portfolio ETF Class Shares 0.05% Jul 31, 2026 Equity \n STXV Strive 1000 Value ETF 0.05% Jun 30, 2026 Equity \n DFSU Dimensional US Sustainability Core 1 ETF 0.05% Jul 31, 2026 Equity \n VIG Vanguard Div Appreciation ETF 0.04% Sep 30, 2026 Equity \n DFAC U.S. Core Equity 2 Portfolio ETF Class Shares 0.04% Jul 31, 2026 Equity \n AVUS Avantis U.S. Equity ETF 0.04% Nov 3, 2026 Equity \n PFM Invesco Dividend Achievers ETF 0.04% Nov 3, 2026 Equity \n VYM Vanguard High Dividend Yield ETF 0.04% Sep 30, 2026 Equity \n SCHV Schwab U.S. Large-Cap Value ETF 0.04% Aug 31, 2026 Equity \n AVTM Avantis Total Equity Markets ETF 0.03% Nov 2, 2026 Equity \n DTD WisdomTree U.S. Total Dividend Fund 0.03% Jun 30, 2026 Equity \n IWD iShares Russell 1000 Value ETF 0.03% Nov 3, 2026 Equity \n GVUS Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.03% Aug 31, 2026 Equity \n VONV Vanguard Russell 1000 Value ETF 0.03% Sep 30, 2026 Equity \n CVLC Calvert US Large-Cap Core Responsible Index ETF 0.02% Jun 30, 2026 Equity \n DFAU Dimensional US Core Equity Market ETF 0.02% Jul 31, 2026 Equity \n JHML John Hancock Multifactor Large Cap ETF 0.02% Jun 30, 2026 Equity \n PRF Invesco RAFI US 1000 ETF 0.02% Nov 3, 2026 Equity \n TILT Northern Trust Morningstar US Market Factor Tilt ETF 0.02% Jul 31, 2026 Equity \n FNDX Schwab Fundamental U.S. Large Company ETF 0.02% Aug 31, 2026 Equity \n EBI Longview Advantage ETF 0.02% Aug 31, 2026 Equity \n FNDB Schwab Fundamental U.S. Broad Market ETF 0.02% Aug 31, 2026 Equity \n DGRO iShares Core Dividend Growth ETF 0.02% Nov 3, 2026 Equity \n ITOT iShares Core S&P Total U.S. Stock Market ETF 0.02% Nov 3, 2026 Equity \n IUSG iShares Core S&P U.S. Growth ETF 0.02% Nov 3, 2026 Equity \n IWB iShares Russell 1000 ETF 0.02% Nov 3, 2026 Equity \n IYY iShares Dow Jones U.S. ETF 0.02% Nov 3, 2026 Equity \n VSLU Applied Finance Valuation Large Cap ETF 0.02% Jun 30, 2026 Equity \n DFUS Dimensional U.S. Equity Market ETF 0.02% Jul 31, 2026 Equity \n ESGV Vanguard ESG U.S. Stock ETF 0.02% Sep 30, 2026 Equity \n SCHK Schwab 1000 Index ETF 0.02% Aug 31, 2026 Equity \n SCHX Schwab U.S. Large-Cap ETF 0.02% Aug 31, 2026 Equity \n SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.02% Nov 3, 2026 Equity \n DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.01% Jun 30, 2026 Equity \n GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.01% Aug 31, 2026 Equity \n SCHB Schwab U.S. Broad Market ETF 0.01% Aug 31, 2026 Equity \n VLU State Street SPDR S&P 1500 Value Tilt ETF 0.01% Nov 3, 2026 Equity \n VONE Vanguard Russell 1000 ETF 0.01% Sep 30, 2026 Equity \n VTHR Vanguard Russell 3000 ETF 0.01% Sep 30, 2026 Equity \n VTI Vanguard Morningstar Total Stock Market ETF 0.01% Sep 30, 2026 Equity \n IUSV iShares Core S&P U.S. Value ETF 0.01% Nov 3, 2026 Equity \n IWV iShares Russell 3000 ETF 0.01% Nov 3, 2026 Equity \n LRGF iShares U.S. Equity Factor ETF 0.01% Nov 3, 2026 Equity \n MSLC Morgan Stanley Pathway Large Cap Equity ETF 0.01% Aug 31, 2026 Equity \n STXG Strive 1000 Growth ETF 0.01% Jun 30, 2026 Equity \n VT Vanguard Total World Stock Index ETF 0.01% Sep 30, 2026 Equity \n GTPE Goldman Sachs MSCI World Private Equity Return Tracker ETF 0.01% Aug 31, 2026 Equity \n MMTM State Street SPDR S&P 1500 Momentum Tilt ETF Nov 3, 2026 Equity \n NPFE NPF Core Equity ETF Jul 31, 2026 Equity \n Income and other funds that hold it\n Fund Name Share of the fund Holdings filed Category \n HCOW Amplify COWS Covered Call ETF 1.67% Nov 4, 2026 Income \n What this counts\n Evercore Inc (ticker EVR, listed in US) is matched in every holdings book ETFIQ publishes, by its ticker and name. A share of the fund is the weight its issuer published, as of the Holdings filed date. Shares, preferred shares and debt are told by each fund\u2019s N-PORT asset type. A fund holding only the company\u2019s debt or preferred shares is listed under them, not counted as holding its shares. Options, swaps, futures and cash do not count as holding a company: a call option on a share is not the share. Funds whose book is gross exposure, not a portfolio, are left out.\n Each row shows the date the fund last filed.\n Look up another company .\n Questions people ask\n Which ETFs hold Evercore Inc? 155 thematic and core ETFs hold Evercore Inc, by holdings dated Jun 30, 2026 to Nov 4, 2026. The largest positions are SCDV at 3.76% of the fund on Jun 30, 2026, SMIG at 3.17% of the fund on Jun 30, 2026 and TSCM at 3.04% of the fund on Aug 31, 2026. 1 income and other fund on it is listed apart. \n Cite this page. ETFIQ, ETFs holding Evercore Inc, data as of Nov 5, 2026. https://etfiq.com/holdings/evr/ Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, ETFs holding Evercore Inc, data as of Nov 5, 2026. https://etfiq.com/holdings/evr/ APA ETFIQ. (Nov 5, 2026). ETFs holding Evercore Inc. Retrieved from https://etfiq.com/holdings/evr/ Markdown [ETFs holding Evercore Inc (ETFIQ, Nov 5, 2026)](https://etfiq.com/holdings/evr/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, ETFs holding Evercore Inc, data as of Nov 5, 2026. https://etfiq.com/holdings/evr/"}