EVUS institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding129
Shares held9,017,312
Reported value$316.7m
Quarter flows31 new, 68 added, 22 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC3,052,109$107.2m0.0%
JPMORGAN CHASE & CO1,453,690$51.1m0.0%
LPL Financial LLC851,858$29.9m0.0%
Envestnet Portfolio Solutions, Inc.588,537$20.7m0.1%
PARK AVENUE SECURITIES LLC290,840$10.2m0.1%
Lido Advisors, LLC268,168$9.4m0.0%
Cetera Investment Advisers200,317$7.0m0.0%
MML INVESTORS SERVICES, LLC160,239$5.6m0.0%
eCIO, Inc.135,346$4.8m1.3%
Janney Montgomery Scott LLC94,809$3.3m0.0%
Cambridge Investment Research Advisors, Inc.83,192$2.9m0.0%
COMMONWEALTH EQUITY SERVICES, LLC80,304$2.8m0.0%
ASSETMARK, INC75,086$2.6m0.0%
Archer Investment Management, LLC73,379$2.6m0.9%
GeoWealth Management, LLC70,384$2.5m0.1%
ROYAL BANK OF CANADA69,669$2.4m0.0%
Creative Planning68,107$2.4m0.0%
SageView Advisory Group, LLC67,752$2.4m0.1%
Avise Financial Cooperative, Inc.62,462$2.2m1.6%
Perigon Wealth Management, LLC51,686$1.8m0.0%
One Wealth Advisors, LLC48,656$1.7m0.2%
Affiance Financial, LLC41,937$1.5m0.2%
Merit Financial Group, LLC40,336$1.4m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC40,110$1.4m0.0%
Horst & Graben Wealth Management LLC39,669$1.4m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EVUS"). EVUS price history · All 13F data

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