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Disclosery

EVUS ISHARES TR

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COM (fund)

98 managers (99 13F filers) reported a position in EVUS shares at 2025-12-31, 7,946,211 shares in all. 28 filers opened a position and 8 filers sold out during the quarter.

Managers
98
13F filers
99
New
28
Added
58
Reduced
5
Sold out
8
Shares held by filers
7,946,211

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding4,000,623$128M+1,554,358Timeline
LPL Financial LLC797,952$25.6M0.01%+362,50813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO455,575$14.6M<0.01%+169,76713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC331,020$10.6M0.09%+130,88113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC232,858$7.33M0.03%+8,09513F-HRTimelineGroup
Cetera Investment Advisers216,258$6.93M0.01%+86,42313F-HRTimeline
MML INVESTORS SERVICES, LLC168,348$5.39M0.01%+76,35513F-HRTimeline
CWM, LLCin group CWM, LLC151,103$4.84M0.01%+41,85313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC107,711$3.45M<0.01%+82,89413F-HRTimeline
Janney Montgomery Scott LLC100,268$3.21M0.01%+44,27413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC83,970$2.69M0.01%+31,41613F-HRTimelineGroup
SageView Advisory Group, LLC67,259$2.15M0.07%+1,83413F-HRTimeline
Avise Financial Cooperative, Inc.60,943$1.95M1.76%13F-HRTimeline
GeoWealth Management, LLC58,198$1.86M0.07%+29,20613F-HRTimeline
One Wealth Advisors, LLC52,004$1.67M0.2%+19,25513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…51,291$1.64M0.01%+21,25513F-HRTimelineGroup
Perigon Wealth Management, LLC50,725$1.63M0.03%+26,42913F-HRTimeline
OneDigital Investment Advisors LLC43,013$1.38M0.01%+24,46513F-HRTimeline
Sharkey, Howes & Javer42,947$1.38M0.17%+18,82913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,951$1.34M<0.01%+20,81313F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,103$1.32M<0.01%+16,91713F-HRTimeline
Horst & Graben Wealth Management LLC39,270$1.26M0.19%+14,06613F-HRTimeline
GTS SECURITIES LLC38,781$1.24M0.04%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,651$1.24M<0.01%-13,32713F-HRTimelineGroup
Orion Porfolio Solutions, LLC36,198$1.16M0.01%+14,69313F-HRTimeline
SigFig Wealth Management, LLC31,057$995K0.03%+9,01213F-HRTimeline
Davis Wealth Advisors, LLC30,042$963K0.8%+13,33413F-HRTimeline
Merit Financial Group, LLC29,845$956K0.01%+15,73313F-HRTimeline
HighTower Advisors, LLC23,237$745K<0.01%+14,33413F-HRTimeline
Investor's Fiduciary Advisor Network, L…22,087$707K0.15%+9,35513F-HRTimeline
Steward Partners Investment Advisory, L…21,672$694K<0.01%+12,84113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth21,403$686K0.01%-10,90713F-HRTimelineGroup
Austin Private Wealth, LLC19,394$621K0.05%+7,23013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,171$582K<0.01%-8,92313F-HRTimelineGroup
RFG Advisory, LLC18,019$577K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,722$568K0.01%+6,67213F-HRTimeline
Regal Investment Advisors LLC17,602$564K0.03%+6,28113F-HRTimeline
Advisory Services Network, LLC16,841$540K0.01%+11,89613F-HRTimeline
MGO ONE SEVEN LLC15,990$512K0.01%-63913F-HRTimeline
Cassaday & Co Wealth Management LLC14,725$472K0.01%+30013F-HRTimeline
World Investment Advisors14,181$454K0.01%+6,58213F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…14,121$452K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,701$439K<0.01%new13F-HRTimelineGroup
&PARTNERS13,499$432K<0.01%+3,77713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC12,222$392K0.17%+4,02013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,622$372K<0.01%-2,89913F-HRTimelineGroup
WEALTH ALLIANCE, LLC11,588$371K0.04%+2,66413F-HRTimeline
OpenArc Corporate Advisory, LLC11,424$366K0.01%13F-HRTimeline
Atria Investments, Inc10,997$352K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC10,449$335K<0.01%+9,03113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,183$326K0.01%+4,30313F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.10,123$324K0.09%new13F-HRTimeline
RCS Financial Planning, LLC10,058$322K0.14%new13F-HRTimeline
THEORY FINANCIAL LLC9,648$320K0.11%new13F-HRTimeline
Snowden Capital Advisors LLC9,574$307K0.01%+7313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,273$297K<0.01%new13F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…9,134$293K0.04%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,607$283K0.01%new13F-HRTimelineGroup
Archer Investment Management, LLC8,227$264K0.14%new13F-HRTimeline
Kelsey Financial, LLC8,114$260K0.22%13F-HRTimeline
Keystone Financial Services8,033$257K0.08%new13F-HRTimeline
EQ LLC7,995$256K0.07%new13F-HRTimeline
Charter Oak Capital Management, LLC7,794$250K0.02%+66313F-HRTimeline
WEALTHGARDEN F.S. LLC7,154$238K0.16%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,150$229K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,800$218K0.01%+2,79913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,559$210K<0.01%013F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC6,532$209K0.22%new13F-HRTimeline
LifePlan Investment Advisors, Inc.6,527$209K0.09%new13F-HRTimeline
Maia Wealth LLC6,023$201K0.03%new13F-HRTimeline
AE Wealth Management LLC5,294$170K<0.01%+2,97313F-HRTimeline
Gen-Wealth Partners Inc4,997$160K0.05%+1,44713F-HRTimeline
Larson Financial Group LLC3,066$98.2K<0.01%+2,08813F-HRTimeline
JFS WEALTH ADVISORS, LLC2,820$90.4K0.01%+1,14213F-HRTimeline
COMERICA BANK2,604$83.4K<0.01%+94813F-HRTimeline
Addison Advisors LLC1,855$59.4K0.01%+57013F-HRTimeline
Scarborough Advisors, LLC1,624$52K0.01%+59013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,527$48.9K<0.01%+65013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,072$34.3K<0.01%+67213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC978$31.3K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…928$29.7K<0.01%+34113F-HRTimelineGroup
SOA Wealth Advisors, LLC.793$25.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC784$25K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC705$22.6K<0.01%+27513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/695$22.3K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC617$19.8K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC444$14.2K<0.01%+25213F-HRTimeline
WealthShield Partners, LLC373$12K<0.01%+14613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC359$11.5K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.336$10.8K0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.328$10.5K<0.01%new13F-HRTimeline
Kilter Group LLC300$9.61K<0.01%+10913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN153$4.9K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC101$3.36K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.104$3.33K<0.01%+5113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…101$3.24K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC67$2.15K<0.01%new13F-HRTimeline
Key Capital Management, INC47$1.51K<0.01%13F-HRTimeline