EverQuote, Inc. (EVER) — Institutional Holders, Q2 2026 (page 3)
244 institutional investment managers reported a EVER position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $733.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 244. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVER 13F holders ranked 201–244 of 244
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | ROTHSCHILD INVESTMENT#201 · 419 sh | 419 | $10.0K | <0.01% | +94.9% |
| 202 | Steward Partners Investment Advisory#202 · 415 sh | 415 | $9.9K | <0.01% | +3.8% |
| 203 | Farther Finance Advisors#203 · 417 sh | 417 | $9.9K | — | -56.7% |
| 204 | True Wealth Design#204 · 324 sh | 324 | $7.7K | — | +800.0% |
| 205 | WealthCollab#205 · 322 sh | 322 | $7.7K | <0.01% | +106.4% |
| 206 | Smartleaf Asset Management#206 · 326 sh | 326 | $7.6K | <0.01% | 0.0% |
| 207 | Essential Partners#207 · 290 sh | 290 | $6.9K | — | +6.6% |
| 208 | Cedar Mountain Advisors#208 · 275 sh | 275 | $6.5K | — | 0.0% |
| 209 | Larson Financial Group#209 · 261 sh | 261 | $6.2K | <0.01% | +667.6% |
| 210 | BROWN BROTHERS HARRIMAN#210 · 204 sh | 204 | $4.9K | 0.00% | 0.0% |
| 211 | Clearstead Advisors#211 · 172 sh | 172 | $4.1K | 0.00% | New |
| 212 | SBI Securities , Ltd.#212 · 161 sh | 161 | $3.8K | — | -1.2% |
| 213 | Marquette Asset Management#213 · 155 sh | 155 | $3.7K | — | -39.9% |
| 214 | Colonial / SC#214 · 146 sh | 146 | $3.4K | <0.01% | 0.0% |
| 215 | RAFFA WEALTH MANAGEMENT#215 · 129 sh | 129 | $3.1K | <0.01% | New |
| 216 | Bell Investment Advisors#216 · 116 sh | 116 | $2.8K | <0.01% | New |
| 217 | Caitong International Asset Management , Ltd#217 · 110 sh | 110 | $2.6K | <0.01% | New |
| 218 | Wealth Enhancement Services#218 · 103 sh | 103 | $2.5K | — | New |
| 219 | Basecamp Wealth Advisors#219 · 93 sh | 93 | $2.2K | <0.01% | +31.0% |
| 220 | Silver Grove Financial Group#220 · 91 sh | 91 | $2.2K | <0.01% | New |
| 221 | WPG Advisers#221 · 89 sh | 89 | $2.1K | <0.01% | New |
| 222 | Optiver Holding B.V.#222 · 88 sh | 88 | $2.1K | 0.00% | -58.5% |
| 223 | Global Retirement Partners#223 · 87 sh | 87 | $2.1K | 0.00% | — |
| 224 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#224 · 100 sh | 100 | $2.0K | — | New |
| 225 | MassMutual Private Wealth & , FSB#225 · 80 sh | 80 | $1.9K | — | +566.7% |
| 226 | Continuum Advisory#226 · 65 sh | 65 | $1.5K | <0.01% | New |
| 227 | ASSETMARK#227 · 62 sh | 62 | $1.5K | — | 0.0% |
| 228 | Torren Management#228 · 49 sh | 49 | $1.2K | <0.01% | 0.0% |
| 229 | Avion Wealth#229 · 71 sh | 71 | $1.0K | <0.01% | +86.8% |
| 230 | AMERIFLEX GROUP#230 · 39 sh | 39 | $928.00 | <0.01% | New |
| 231 | SJS Investment Consulting#231 · 36 sh | 36 | $857.00 | — | +89.5% |
| 232 | Physician Wealth Advisors#232 · 32 sh | 32 | $762.00 | — | New |
| 233 | Parallel Advisors#233 · 32 sh | 32 | $761.00 | 0.00% | +220.0% |
| 234 | US BANCORP \DE\#234 · 32 sh | 32 | $761.00 | 0.00% | +255.6% |
| 235 | Fortitude Family Office#235 · 28 sh | 28 | $666.00 | — | New |
| 236 | NewEdge Advisors#236 · 22 sh | 22 | $523.00 | 0.00% | New |
| 237 | Rossby Financial, LCC#237 · 15 sh | 15 | $357.00 | <0.01% | -6.2% |
| 238 | Cornerstone Planning Group#238 · 13 sh | 13 | $324.00 | — | 0.0% |
| 239 | JPL Wealth Management#239 · 13 sh | 13 | $310.00 | <0.01% | 0.0% |
| 240 | CoreCap Advisors#240 · 13 sh | 13 | $309.00 | — | 0.0% |
| 241 | Stone House Investment Management#241 · 12 sh | 12 | $285.00 | — | 0.0% |
| 242 | Hughes Financial Services#242 · 1 sh | 1 | $24.00 | 0.00% | New |
| 243 | HUNTINGTON NATIONAL BANK#243 · 1 sh | 1 | $24.00 | 0.00% | 0.0% |
| 244 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#244 · 30,584 sh | 30,584 | — | — | +9.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.