Filing Research | EVER - EVERQUOTE INC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	43.8KSH	$1.0M
2	Hennion & Walsh Asset Management, Inc.	Shares	37.7KSH	$897.6K
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	30.5KSH	$725.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.3KSH	$479.4K
5	Linden Thomas Advisory Services, LLC	Shares	16.0KSH	$380.9K
6	Merit Financial Group, LLC	Shares	8.7KSH	$207.4K
7	Police & Firemen's Retirement System of New Jersey	Shares	7.7KSH	$182.0K
8	IFP Advisors, Inc	Shares	3.2KSH	$76.6K
9	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	2.7KSH	$63.3K
10	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$38.8K
11	SIGNATUREFD, LLC	Shares	1.4KSH	$33.8K
12	Versant Capital Management, Inc	Shares	1.1KSH	$27.1K
13	Spire Wealth Management	Shares	799SH	$19.0K
14	GAMMA Investing LLC	Shares	622SH	$14.8K
15	BFSG, LLC	Shares	538SH	$12.8K
16	Farther Finance Advisors, LLC	Shares	417SH	$9.9K
17	True Wealth Design, LLC	Shares	324SH	$7.7K
18	Cedar Mountain Advisors, LLC	Shares	275SH	$6.5K
19	SBI Securities Co., Ltd.	Shares	161SH	$3.8K
20	Marquette Asset Management, LLC	Shares	155SH	$3.7K
21	Wealth Enhancement Trust Services, Inc.	Shares	103SH	$2.5K
22	MassMutual Private Wealth & Trust, FSB	Shares	80SH	$1.9K
23	Torren Management, LLC	Shares	49SH	$1.2K
24	SJS Investment Consulting Inc.	Shares	36SH	$857
25	Physician Wealth Advisors, Inc.	Shares	32SH	$762
26	Fortitude Family Office, LLC	Shares	28SH	$666
27	CoreCap Advisors, LLC	Shares	13SH	$309
28	State of Alaska, Department of Revenue	Shares	10.9KSH	$259
29	Hughes Financial Services, LLC	Shares	1SH	$24
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	100SH	$2

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

34 / 34 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+614	+$376.2K	$1.0M
2	Hennion & Walsh Asset Management, Inc. added	Shares	+1.3K	+$335.5K	$897.6K
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+4.6K	+$325.9K	$725.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.2K	+$295.1K	$479.4K
5	Merit Financial Group, LLC new	Shares	+8.7K	+$207.4K	$207.4K
6	Linden Thomas Advisory Services, LLC trimmed	Shares	-135	+$131.9K	$380.9K
7	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$64.0K	$182.0K
8	IFP Advisors, Inc added	Shares	+1.6K	+$51.8K	$76.6K
9	SIGNATUREFD, LLC added	Shares	+1.3K	+$32.2K	$33.8K
10	EverSource Wealth Advisors, LLC added	Shares	+906	+$27.6K	$38.8K
11	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$22.3K	$63.3K
12	Spire Wealth Management new	Shares	+799	+$19.0K	$19.0K
13	True Wealth Design, LLC added	Shares	+288	+$7.2K	$7.7K
14	GAMMA Investing LLC trimmed	Shares	-38	+$4.6K	$14.8K
15	BFSG, LLC unchanged	Shares	0	+$4.5K	$12.8K
16	Wealth Enhancement Trust Services, Inc. new	Shares	+103	+$2.5K	$2.5K
17	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$2.3K	$6.5K
18	MassMutual Private Wealth & Trust, FSB added	Shares	+68	+$1.7K	$1.9K
19	SBI Securities Co., Ltd. trimmed	Shares	-2	+$1.3K	$3.8K
20	Physician Wealth Advisors, Inc. new	Shares	+32	+$762	$762
21	Fortitude Family Office, LLC new	Shares	+28	+$666	$666
22	SJS Investment Consulting Inc. added	Shares	+17	+$564	$857
23	Torren Management, LLC unchanged	Shares	0	+$410	$1.2K
24	CoreCap Advisors, LLC unchanged	Shares	0	+$109	$309
25	State of Alaska, Department of Revenue unchanged	Shares	0	+$92	$259
26	Hughes Financial Services, LLC new	Shares	+1	+$24	$24
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+100	+$2	$2
28	Rachor Investment Advisory Services, LLC exited	Shares	-18	-$278	$0
29	Marquette Asset Management, LLC trimmed	Shares	-103	-$291	$3.7K
30	YANKCOM Partnership exited	Shares	-110	-$1.7K	$0
31	Farther Finance Advisors, LLC trimmed	Shares	-547	-$4.3K	$9.9K
32	Versant Capital Management, Inc trimmed	Shares	-1.2K	-$8.5K	$27.1K
33	MBL Wealth, LLC exited	Shares	-29.5K	-$455.0K	$0
34	HENNESSY ADVISORS INC exited	Shares	-353.6K	-$5.5M	$0