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Disclosery

EVUS ISHARES TR

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COM (fund)

72 managers (73 13F filers) reported a position in EVUS shares at 2025-09-30, 4,790,204 shares in all. 61 filers opened a position and 1 filer sold out during the quarter.

Managers
72
13F filers
73
New
61
Added
6
Reduced
3
Sold out
1
Shares held by filers
4,790,204

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,446,265$76.9MnewTimeline
LPL Financial LLC435,444$13.7M<0.01%+427,09013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285,808$8.99M<0.01%new13F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC224,763$7.07M0.03%-22,39613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC200,139$6.29M0.05%new13F-HRTimelineGroup
Cetera Investment Advisers129,835$4.08M<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC109,250$3.44M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC91,993$2.89M0.01%new13F-HRTimeline
SageView Advisory Group, LLC65,425$2.06M0.07%+2,57013F-HRTimeline
Janney Montgomery Scott LLC55,994$1.76M<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52,554$1.65M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,978$1.64M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,767$1.28M<0.01%new13F-HRTimelineGroup
One Wealth Advisors, LLC32,749$1.03M0.13%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth32,310$1.02M0.01%+24,05013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…30,036$945K0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC28,992$912K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,094$852K<0.01%new13F-HRTimelineGroup
Horst & Graben Wealth Management LLC25,204$793K0.12%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,817$781K<0.01%+6,48113F-HRTimeline
Perigon Wealth Management, LLC24,296$764K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…24,186$761K<0.01%new13F-HRTimeline
Sharkey, Howes & Javer24,118$759K0.1%new13F-HRTimeline
SigFig Wealth Management, LLC22,045$692K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC21,505$676K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,138$665K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC18,548$583K0.01%new13F-HRTimeline
Davis Wealth Advisors, LLC16,708$525K0.47%new13F-HRTimeline
MGO ONE SEVEN LLC16,629$523K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,521$456K<0.01%+14,41613F-HRTimelineGroup
Cassaday & Co Wealth Management LLC14,425$454K0.01%013F-HRTimeline
Merit Financial Group, LLC14,112$444K<0.01%new13F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…12,732$400K0.14%new13F-HRTimeline
Austin Private Wealth, LLC12,164$383K0.03%new13F-HRTimeline
Regal Investment Advisors LLC11,321$356K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,050$348K0.01%new13F-HRTimeline
&PARTNERS9,722$306K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC9,501$299K0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC8,924$281K0.03%new13F-HRTimeline
HighTower Advisors, LLC8,903$280K<0.01%+78513F-HRTimeline
Steward Partners Investment Advisory, L…8,831$278K<0.01%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,202$258K0.12%new13F-HRTimeline
World Investment Advisors7,599$239K<0.01%new13F-HRTimeline
Charter Oak Capital Management, LLC7,131$224K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC7,053$222K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,559$206K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,880$185K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC4,945$156K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,001$126K<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc3,550$112K0.04%new13F-HRTimeline
AE Wealth Management LLC2,321$73K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,045$64.3K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,814$57K<0.01%-18,00113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,678$52.8K<0.01%new13F-HRTimeline
COMERICA BANK1,656$52.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,418$44.6K<0.01%new13F-HRTimeline
Addison Advisors LLC1,285$40.4K0.01%013F-HRTimeline
Scarborough Advisors, LLC1,034$32.5K0.01%new13F-HRTimeline
Larson Financial Group LLC978$30.8K<0.01%-43113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.877$27.6K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.793$24.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…587$18.5K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC430$13.5K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…400$12.6K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC307$9.65K<0.01%new13F-HRTimeline
WealthShield Partners, LLC227$7.14K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC192$6.04K<0.01%new13F-HRTimeline
Kilter Group LLC191$6.01K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.164$5.16K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.53$1.67K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.33$1.04K<0.01%new13F-HRTimeline
Allworth Financial LP5$158<0.01%new13F-HRTimeline