Filing Research | EVCM - EVERCOMMERCE INC COM Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	CoreCap Advisors, LLC	Shares	270.0KSH	$2.7M
2	RIA Advisory Group LLC	Shares	17.0KSH	$171.2K
3	Investors Research Corp	Shares	8.8KSH	$88.7K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.6KSH	$46.2K
5	GAMMA Investing LLC	Shares	1.7KSH	$16.8K
6	Versant Capital Management, Inc	Shares	444SH	$4.5K
7	1620 INVESTMENT ADVISORS, INC.	Shares	187SH	$1.9K
8	MassMutual Private Wealth & Trust, FSB	Shares	140SH	$1.4K
9	SBI Securities Co., Ltd.	Shares	33SH	$332
10	EverSource Wealth Advisors, LLC	Shares	24SH	$241
11	Farther Finance Advisors, LLC	Shares	17SH	$171
12	State of Alaska, Department of Revenue	Shares	8.5KSH	$85
13	JFS WEALTH ADVISORS, LLC	Shares	4SH	$41

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	CoreCap Advisors, LLC new	Shares	+270.0K	+$2.7M	$2.7M
2	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$5	$41
3	State of Alaska, Department of Revenue unchanged	Shares	0	-$12	$85
4	SBI Securities Co., Ltd. unchanged	Shares	0	-$45	$332
5	True Wealth Design, LLC exited	Shares	-10	-$115	$0
6	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$192	$1.4K
7	Farther Finance Advisors, LLC trimmed	Shares	-20	-$255	$171
8	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	-$256	$1.9K
9	Versant Capital Management, Inc trimmed	Shares	-137	-$2.2K	$4.5K
10	EverSource Wealth Advisors, LLC trimmed	Shares	-199	-$2.3K	$241
11	GAMMA Investing LLC trimmed	Shares	-99	-$3.4K	$16.8K
12	SIGNATUREFD, LLC exited	Shares	-360	-$4.1K	$0
13	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$6.3K	$46.2K
14	Investors Research Corp unchanged	Shares	0	-$12.1K	$88.7K
15	RIA Advisory Group LLC trimmed	Shares	-590	-$30.1K	$171.2K

Filing Research | EVCM - EVERCOMMERCE INC COM Institutional Holdings