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Everquote Inc (EVER)

CUSIP: 30041R108 | NYSE | Communication Services · Internet Content & Information | Small Cap | 604 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC1,987,8426.3%+395,749Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC1,987,842
6.3% of class · Sep 30, 2026+395,749
No 13F filer matched

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC1,869,798
0.1% of portfolio›$37.4M
Dimensional Fund Advisors LP982,566
0.0% of portfolio›$19.7M
MacKenzie Financial Corp777,246
0.0% of portfolio›$15.6M
VestGen Advisors, LLC245,770
0.2% of portfolio›$4.9M
Creative Planning124,046
0.0% of portfolio›$2.5M
Bank of New York Mellon Corp102,650
0.0% of portfolio›$2.1M
Aegon Asset Management UK PLC86,228
0.0% of portfolio›$1.7M
Wakefield Asset Management Lllp77,250
0.4% of portfolio›$1.5M
Y-Intercept (Hong Kong) Ltd50,824
0.0% of portfolio›$1.0M
Citigroup Inc45,836
0.0% of portfolio›$919.5K
D.A. Davidson & Co.43,537
0.0% of portfolio›$873.4K
J.M. Arbour, LLC38,345
0.6% of portfolio›$769.2K
Hennion & Walsh Asset Management, Inc.37,954
0.0% of portfolio›$761.4K
SummerHaven Investment Management, LLC36,831
0.4% of portfolio›$738.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management36,102
0.0% of portfolio›$724.2K
Concurrent Investment Advisors, LLC29,776
0.0% of portfolio›$597.3K
Truist Financial Corp27,731
0.0% of portfolio›$556.3K
Counterpoint Mutual Funds LLC26,378
0.0% of portfolio›$529.1K
State of Wyoming24,907
0.0% of portfolio›$499.6K
OP Asset Management Ltd24,823
0.0% of portfolio›$497.9K
Alps Advisors Inc24,147
0.0% of portfolio›$484.4K
DekaBank Deutsche Girozentrale19,484
0.0% of portfolio›$385
Wealth Enhancement Advisory Services, LLC19,339
0.0% of portfolio›$401.1K
Achmea Investment Management B.V.19,200
0.0% of portfolio›$385.5K
Principal Financial Group Inc17,208
0.0% of portfolio›$345.2K
State of Alaska, Department of Revenue16,114
0.0% of portfolio›$298.0K
Linden Thomas Advisory Services, LLC15,741
0.0% of portfolio›$315.8K
Bokf, NA15,486
0.0% of portfolio›$310.6K
Simplicity Wealth,LLC13,245
0.0% of portfolio›$265.7K
Cowa, LLC12,812
0.1% of portfolio›$257.0K
Pinnacle Wealth Planning Services, Inc.6,316
0.0% of portfolio›$126.7K
Fifth Third Bancorp4,707
0.0% of portfolio›$94.4K
TD Waterhouse Canada Inc.3,758
0.0% of portfolio›$75.0K
Covestor Ltd2,859
0.1% of portfolio›$57.0K
Nisa Investment Advisors, LLC2,696
0.0% of portfolio›$54.1K
Beacon Investment Advisory Services, Inc.2,661
0.0% of portfolio›$53.4K
IFP Advisors, Inc2,149
0.0% of portfolio›$43.1K
Signature Equity Partners, LLC2,036
0.0% of portfolio›$40.8K
Asset Management One Co., Ltd.1,910
0.0% of portfolio›$38.3K
EverSource Wealth Advisors, LLC1,739
0.0% of portfolio›$34.9K
Parkside Financial Bank & Trust1,720
0.0% of portfolio›$34.5K
Signaturefd, LLC1,520
0.0% of portfolio›$30.5K
Versant Capital Management, Inc1,134
0.0% of portfolio›$22.7K
Gamma Investing LLC646
0.0% of portfolio›$13.0K
CoreCap Advisors, LLC627
0.0% of portfolio›$12.6K
Exchange Traded Concepts, LLC594
0.0% of portfolio›$11.9K
Sterling Capital Management LLC549
0.0% of portfolio›$11.0K
Bfsg, LLC538
0.0% of portfolio›$10.8K
Harbor Capital Advisors, Inc.517
0.0% of portfolio›$10
KFG LLC417
0.0% of portfolio›$8.4K
Farther Finance Advisors, LLC384
0.0% of portfolio›$7.7K
True Wealth Design, LLC291
0.0% of portfolio›$5.8K
Essential Partners LLC290
0.0% of portfolio›$5.8K
Cedar Mountain Advisors, LLC275
0.0% of portfolio›$5.5K
Caitong International Asset Management Co., Ltd258
0.0% of portfolio›$5.2K
SBI Securities Co., Ltd.174
0.0% of portfolio›$3.5K
Bell Investment Advisors, Inc173
0.0% of portfolio›$3.5K
Marquette Asset Management, LLC155
0.0% of portfolio›$3.1K
WPG Advisers, LLC144
0.0% of portfolio›$2.9K
Root Financial Partners, LLC125
0.0% of portfolio›$2.5K
First Horizon Corp121
0.0% of portfolio›$2.4K
Cullen T Bankers, Inc.115
0.0% of portfolio›$2.3K
New York State Teachers Retirement System100
0.0% of portfolio›$2.0K
Larson Financial Group LLC100
0.0% of portfolio›$2.0K
Private Trust Co NA85
0.0% of portfolio›$1.7K
Silver Grove Financial Group, Inc.79
0.0% of portfolio›$1.6K
Avion Wealth71
0.0% of portfolio›$1
Provenance Wealth Advisors, LLC66
0.0% of portfolio›$1.3K
Torren Management, LLC49
0.0% of portfolio›$983
Align Financial, LLC48
0.0% of portfolio›$963
Rossby Financial, LCC47
0.0% of portfolio›$943
SJS Investment Consulting Inc.36
0.0% of portfolio›$723
Parallel Advisors, LLC32
0.0% of portfolio›$642
Physician Wealth Advisors, Inc.32
0.0% of portfolio›$642
Fortitude Family Office, LLC28
0.0% of portfolio›$562
MassMutual Private Wealth & Trust, FSB12
0.0% of portfolio›$241
Hughes Financial Services, LLC1
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
1,869,798$37.4M0.1%CoreMediumCharlotte, NC2026-11-04
Dimensional Fund Advisors LP
982,566$19.7M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
777,246$15.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
VestGen Advisors, LLC
245,770$4.9M0.2%GrowthMediumChicago, IL2026-10-27
Creative Planning
124,046$2.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
102,650$2.1M0.0%CoreLowNew York, NY2026-11-05
Aegon Asset Management UK PLC
86,228$1.7M0.0%GrowthMediumEdinburgh, United Kingdom2026-11-04
Wakefield Asset Management Lllp
77,250$1.5M0.4%ValueMediumEnglewood, CO2026-11-05
Y-Intercept (Hong Kong) Ltd
50,824$1.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
45,836$919.5K0.0%CoreMediumNew York, NY2026-11-04
D.A. Davidson & Co.
43,537$873.4K0.0%CoreLowGreat Falls, MT2026-10-28
J.M. Arbour, LLC
38,345$769.2K0.6%CoreHighGardiner, ME2026-11-05
Hennion & Walsh Asset Management, Inc.
37,954$761.4K0.0%ValueMediumParsippany, NJ2026-10-13
SummerHaven Investment Management, LLC
36,831$738.8K0.4%Deep ValueHighStamford, CT2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
36,102$724.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Concurrent Investment Advisors, LLC
29,776$597.3K0.0%GrowthMediumTampa, FL2026-10-16
Truist Financial Corp
27,731$556.3K0.0%CoreLowCharlotte, NC2026-10-30
Counterpoint Mutual Funds LLC
26,378$529.1K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
State of Wyoming
24,907$499.6K0.0%ValueHighCheyenne, WY2026-10-28
OP Asset Management Ltd
24,823$497.9K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Alps Advisors Inc
24,147$484.4K0.0%YieldLowDenver, CO2026-11-03
DekaBank Deutsche Girozentrale
19,484$3850.0%CoreLowFrankfurt, Hong Kong2026-10-27
Wealth Enhancement Advisory Services, LLC
19,339$401.1K0.0%CoreLowPlymouth, MN2026-10-13
Achmea Investment Management B.V.
19,200$385.5K0.0%CoreMediumZeist, Philippines2026-10-30
Principal Financial Group Inc
17,208$345.2K0.0%CoreLowDes Moines, IA2026-11-02
State of Alaska, Department of Revenue
16,114$298.0K0.0%CoreVery LowJuneau, AK2026-10-15
Linden Thomas Advisory Services, LLC
15,741$315.8K0.0%CoreLowCharlotte, NC2026-10-19
Bokf, NA
15,486$310.6K0.0%CoreLowTulsa, OK2026-10-27
Simplicity Wealth,LLC
13,245$265.7K0.0%ETFLowSummit, NJ2026-10-23
Cowa, LLC
12,812$257.0K0.1%ETFMediumTulsa, OK2026-10-30
Pinnacle Wealth Planning Services, Inc.
6,316$126.7K0.0%GARPLowMansfield, OH2026-10-27
Fifth Third Bancorp
4,707$94.4K0.0%IndexVery LowCincinnati, OH2026-11-05
TD Waterhouse Canada Inc.
3,758$75.0K0.0%CoreLowToronto, Australia2026-10-16
Covestor Ltd
2,859$57.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Nisa Investment Advisors, LLC
2,696$54.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Beacon Investment Advisory Services, Inc.
2,661$53.4K0.0%GrowthLowMorristown, NJ2026-10-13
IFP Advisors, Inc
2,149$43.1K0.0%GrowthLowTampa, FL2026-10-16
Signature Equity Partners, LLC
2,036$40.8K0.0%GrowthMediumColumbus, OH2026-10-29
Asset Management One Co., Ltd.
1,910$38.3K0.0%IndexVery LowTokyo, Mexico2026-10-27
EverSource Wealth Advisors, LLC
1,739$34.9K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
1,720$34.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signaturefd, LLC
1,520$30.5K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
1,134$22.7K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
646$13.0K0.0%IndexVery LowFoster City, CA2026-10-08
CoreCap Advisors, LLC
627$12.6K0.0%ETFMediumSouthfield, MI2026-10-08
Exchange Traded Concepts, LLC
594$11.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Sterling Capital Management LLC
549$11.0K0.0%GARPMediumCharlotte, NC2026-10-22
Bfsg, LLC
538$10.8K0.0%CoreLowIrvine, CA2026-10-30
Harbor Capital Advisors, Inc.
517$100.0%ValueHighChicago, IL2026-10-22
KFG LLC
417$8.4K0.0%ETFN/ARapid City, SD2026-11-02
Farther Finance Advisors, LLC
384$7.7K0.0%IndexLowSan Francisco, CA2026-10-08
True Wealth Design, LLC
291$5.8K0.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
290$5.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Cedar Mountain Advisors, LLC
275$5.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Caitong International Asset Management Co., Ltd
258$5.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
174$3.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bell Investment Advisors, Inc
173$3.5K0.0%ETFVery LowOrinda, CA2026-10-29
Marquette Asset Management, LLC
155$3.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
WPG Advisers, LLC
144$2.9K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
125$2.5K0.0%ETFMediumEncinitas, CA2026-10-21
First Horizon Corp
121$2.4K0.0%CoreLowMemphis, TN2026-10-26
Cullen T Bankers, Inc.
115$2.3K0.0%GrowthLowSan Antonio, TX2026-10-28
New York State Teachers Retirement System
100$2.0K0.0%CoreVery LowAlbany, NY2026-10-22
Larson Financial Group LLC
100$2.0K0.0%GrowthLowSt Louis, MO2026-11-05
Private Trust Co NA
85$1.7K0.0%CoreLowCleveland, OH2026-10-20
Silver Grove Financial Group, Inc.
79$1.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Avion Wealth
71$10.0%ETFLowThe Woodlands, TX2026-11-04
Provenance Wealth Advisors, LLC
66$1.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Torren Management, LLC
49$9830.0%ETFMediumSan Diego, CA2026-10-29
Align Financial, LLC
48$9630.0%ETFVery LowHermantown, MN2026-10-16
Rossby Financial, LCC
47$9430.0%ETFMediumMelbourne, FL2026-11-05
SJS Investment Consulting Inc.
36$7230.0%ETFVery LowSylvania, OH2026-10-26
Parallel Advisors, LLC
32$6420.0%IndexLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
32$6420.0%ETFMediumMidvale, UT2026-10-20
Fortitude Family Office, LLC
28$5620.0%ETFMediumScottsdale, AZ2026-10-14
MassMutual Private Wealth & Trust, FSB
12$2410.0%CoreLowSpringfield, MA2026-10-05
Hughes Financial Services, LLC
1$230.0%ETFLowHerndon, VA2026-10-30