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Sunday, October 4, 2026The Morning Brief →Sign in

Who holds EVREVERCORE

34 funds on our shelf carry EVERCORE — heaviest hand: XMHQ at 2.02% of its book.

FundWeightFund assetsShares held
XMHQInvesco S&P MidCap Quality ETFINDEX2.02%$5.4B421,208
KCEState Street SPDR S&P Capital Markets ETFINDEX1.63%$523M19,977
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETFINDEX1.03%$1.4B46,979
GRPMInvesco S&P MidCap 400 GARP ETFINDEX0.87%$498M16,650
SQLTiShares MSCI USA Small-Cap Quality Factor ETF0.52%—134
IJKiShares S&P Mid-Cap 400 Growth ETFINDEX0.38%$10.5B140,125
SMLFiShares MSCI USA Small-Cap Multifactor ETFINDEX0.38%$4.1B54,081
IVOGVanguard S&P Mid-Cap 400 Growth Index FundINDEX0.37%$1.1B23,405
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.36%$413M5,196
MDYGSPDR S&P 400 Mid Cap Growth ETFINDEX0.34%$2.8B37,466
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX0.32%$414M5,124
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.31%$2.2B63,694
ISCGiShares Morningstar Small-Cap Growth ETFINDEX0.31%$974M11,327
IJHiShares Core S&P Mid-Cap ETFINDEX0.31%$122.8B1,323,152
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX0.29%$18.2B203,755
IJJiShares S&P Mid-Cap 400 Value ETFINDEX0.25%$8.5B74,270
ONEOState Street SPDR Russell 1000 Momentum Focus ETFINDEX0.24%$30M278
IVOVVanguard S&P Mid-Cap 400 Value ETFINDEX0.24%$923M12,716
MDYVState Street SPDR S&P 400 Mid Cap Value ETFINDEX0.23%$2.7B24,160
RWKInvesco S&P MidCap 400 Revenue ETFINDEX0.18%$1.3B8,619
ONEVState Street SPDR Russell 1000 Low Volatility Focus ETFINDEX0.17%$271M1,715
VXFVanguard Extended Market Index FundINDEX0.16%$20.2B437,320
ISCBiShares Morningstar Small-Cap ETFINDEX0.16%$278M1,602
IYFiShares U.S. Financials ETFINDEX0.16%$4B23,497
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.16%$631M3,702
VBKVanguard Small Cap Growth Index FundINDEX0.15%$17.7B242,831
ESMLiShares ESG Aware MSCI USA Small-Cap ETFINDEX0.14%$2.8B15,127
IYGiShares U.S. Financial Services ETFINDEX0.14%$2.1B11,658
SMMDiShares Russell 2500 ETFINDEX0.12%$4.1B18,580
VFHVanguard Financials Index FundINDEX0.12%$10.3B59,862
WSMLiShares MSCI World Small-Cap ETF0.09%—2,336
VIGVanguard Div Appreciation ETFINDEX0.05%$84.8B218,965
OMFLInvesco Russell 1000 Dynamic Multifactor ETFACTIVE0.05%$4.8B8,910
PFMInvesco Dividend Achievers ETFINDEX0.04%$779M1,101

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