A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

Who holds EVREVERCORE

35 funds on our shelf carry EVERCORE — heaviest hand: XMHQ at 2.03% of its book.

FundWeightFund assetsShares held
XMHQInvesco S&P MidCap Quality ETFINDEX2.03%$5.5B421,208
KCEState Street SPDR S&P Capital Markets ETFINDEX1.63%$519M19,977
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETFINDEX1.03%$1.3B46,979
GRPMInvesco S&P MidCap 400 GARP ETFINDEX0.88%$502M16,650
SQLTiShares MSCI USA Small-Cap Quality Factor ETF0.52%—134
IJKiShares S&P Mid-Cap 400 Growth ETFINDEX0.38%$10.6B140,125
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%$414M5,196
MDYGSPDR S&P 400 Mid Cap Growth ETFINDEX0.34%$2.9B37,536
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX0.32%$418M5,132
IJHiShares Core S&P Mid-Cap ETFINDEX0.31%$123.5B1,323,152
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.31%$2.2B63,694
ISCGiShares Morningstar Small-Cap Growth ETFINDEX0.31%$978M11,327
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX0.29%$18.4B203,467
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%$270M1,715
ISCBiShares Morningstar Small-Cap ETFINDEX0.16%$274M1,602
VXFVanguard Extended Market Index FundINDEX0.16%$20.2B437,320
IYFiShares U.S. Financials ETFINDEX0.16%$3.8B23,497
ONEYState Street SPDR Russell 1000 Yield Focus ETFINDEX0.16%$618M3,702
IYGiShares U.S. Financial Services ETFINDEX0.15%$2.1B11,658
VBKVanguard Small Cap Growth Index FundINDEX0.15%$17.7B242,831
ESMLiShares ESG Aware MSCI USA Small-Cap ETFINDEX0.14%$2.8B15,127
VBVanguard Small Cap Index FundINDEX0.13%$58.9B845,491
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%$778M1,101

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.