Skip to content
Disclosery

EVUS ISHARES TR

Follow

COM (fund)

112 managers (113 13F filers) reported a position in EVUS shares at 2026-03-31, 8,903,585 shares in all. 24 filers opened a position and 10 filers sold out during the quarter.

Managers
112
13F filers
113
New
24
Added
36
Reduced
46
Sold out
10
Shares held by filers
8,903,585

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding3,614,831$115M-385,792Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,521,107$47.4M<0.01%+1,065,53213F-HR/ATimelineGroup
LPL Financial LLC773,213$24.6M0.01%-24,73913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC295,814$9.42M0.07%-35,20613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC230,836$7.35M0.03%-2,02213F-HRTimelineGroup
Cetera Investment Advisers194,564$6.19M0.01%-21,69413F-HRTimeline
CWM, LLCin group CWM, LLC156,705$4.99M0.01%+5,60213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC133,908$4.26M0.01%-34,44013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC109,330$3.48M<0.01%+1,61913F-HRTimeline
Janney Montgomery Scott LLC89,684$2.85M0.01%-10,58413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…82,521$2.6M<0.01%+43,87013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC75,093$2.39M<0.01%-8,87713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,429$2.18M<0.01%+54,72813F-HRTimelineGroup
Creative Planningin group Creative Planning67,881$2.16M<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC67,459$2.15M0.08%+20013F-HRTimeline
Avise Financial Cooperative, Inc.66,912$2.13M1.76%+5,96913F-HRTimeline
GTS SECURITIES LLC57,973$1.85M0.07%+19,19213F-HRTimeline
GeoWealth Management, LLC52,890$1.68M0.06%-5,30813F-HRTimeline
Perigon Wealth Management, LLC45,988$1.46M0.03%-4,73713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…45,595$1.45M0.01%-5,69613F-HRTimelineGroup
One Wealth Advisors, LLC45,575$1.45M0.18%-6,42913F-HRTimeline
Archer Investment Management, LLC42,384$1.35M0.57%+34,15713F-HRTimeline
Affiance Financial, LLC41,167$1.31M0.21%new13F-HRTimeline
Horst & Graben Wealth Management LLC38,629$1.3M0.18%-64113F-HRTimeline
Sharkey, Howes & Javer38,585$1.23M0.17%-4,36213F-HRTimeline
OneDigital Investment Advisors LLC36,831$1.17M0.01%-6,18213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,772$1.17M<0.01%-5,17913F-HRTimelineGroup
Merit Financial Group, LLC35,884$1.14M0.01%+6,03913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,877$1.11M<0.01%+16,70613F-HRTimelineGroup
Cambridge Investment Research Advisors,…34,886$1.11M<0.01%-6,21713F-HRTimeline
SigFig Wealth Management, LLC32,218$1.03M0.03%+1,16113F-HRTimeline
Orion Porfolio Solutions, LLC31,959$1.02M0.01%-4,23913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth30,131$959K0.01%+8,72813F-HRTimelineGroup
Davis Wealth Advisors, LLC27,806$885K0.74%-2,23613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,684$849K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC24,131$768K<0.01%+89413F-HRTimeline
Steward Partners Investment Advisory, L…22,025$701K<0.01%+35313F-HRTimeline
Investor's Fiduciary Advisor Network, L…21,338$679K0.21%-74913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,339$647K<0.01%+11,06613F-HRTimelineGroup
MGO ONE SEVEN LLC18,868$601K0.01%+2,87813F-HRTimeline
OpenArc Corporate Advisory, LLC17,675$563K0.01%+6,25113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,265$550K<0.01%new13F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…17,154$546K0.02%+3,03313F-HRTimeline
Advisory Services Network, LLC16,643$530K0.01%-19813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,385$522K0.01%new13F-HRTimelineGroup
RFG Advisory, LLC16,211$516K0.01%-1,80813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,003$509K0.01%-1,71913F-HRTimeline
LexAurum Advisors, LLC15,021$478K0.06%13F-HRTimeline
Farther Finance Advisors, LLC14,867$476K<0.01%+4,41813F-HRTimeline
Regal Investment Advisors LLC14,940$476K0.03%-2,66213F-HRTimeline
Estate Counselors, LLC13,055$416K0.04%new13F-HRTimeline
World Investment Advisors12,664$403K0.01%-1,51713F-HRTimeline
&PARTNERS12,620$402K<0.01%-87913F-HRTimeline
Cassaday & Co Wealth Management LLC12,566$400K0.01%-2,15913F-HRTimeline
Integrated Wealth Concepts LLC12,451$396K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC12,131$386K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,682$372K<0.01%+4,53213F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC10,905$368K0.16%-1,31713F-HRTimeline
Snowden Capital Advisors LLC11,397$363K0.01%+1,82313F-HRTimeline
Keystone Financial Services10,649$339K0.1%+2,61613F-HRTimeline
WEALTH ALLIANCE, LLC10,319$328K0.03%-1,26913F-HRTimeline
Atria Investments, Inc10,300$328K<0.01%-69713F-HRTimeline
Lifelong Wealth Advisors, Inc.10,202$325K0.09%+7913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,580$324K0.01%+97313F-HRTimelineGroup
LifePlan Investment Advisors, Inc.10,084$321K0.13%+3,55713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,946$317K<0.01%-1,67613F-HRTimelineGroup
Skyline Advisors, Inc.9,940$316K0.11%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,777$311K+8,799Timeline
Patriot Financial Group Insurance Agenc…9,696$309K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,336$297K0.01%-84713F-HR/ATimelineGroup
RCS Financial Planning, LLC8,878$283K0.15%-1,18013F-HRTimeline
THEORY FINANCIAL LLC8,871$282K0.1%-77713F-HRTimeline
EQ LLC8,826$281K0.08%+83113F-HRTimeline
Navigation Group, LLC8,263$263K0.06%13F-HRTimeline
Cornerstone Planning Group LLC7,295$251K0.03%+7,19413F-HRTimeline
Charter Oak Capital Management, LLC7,794$248K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,594$242K<0.01%new13F-HRTimelineGroup
Contango Wealth Management LLC7,258$231K0.27%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,559$209K<0.01%013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC6,507$207K0.14%-64713F-HRTimeline
Oregon Pacific Wealth Management, LLC6,320$201K0.21%-21213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,929$188K<0.01%-87113F-HRTimelineGroup
Addison Advisors LLC5,310$169K0.04%+3,45513F-HRTimeline
Gen-Wealth Partners Inc5,213$166K0.05%+21613F-HRTimeline
AE Wealth Management LLC3,643$116K<0.01%-1,65113F-HRTimeline
HARBOUR INVESTMENTS, INC.3,150$100K<0.01%new13F-HRTimeline
Larson Financial Group LLC3,102$98.7K<0.01%+3613F-HRTimeline
JFS WEALTH ADVISORS, LLC2,394$76.2K<0.01%-42613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,199$70K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1,704$54.2K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,495$47.6K0.01%+1,16713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,462$46.6K<0.01%+39013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,300$41.4K<0.01%-22713F-HRTimelineGroup
CoreCap Advisors, LLC1,189$38.1K<0.01%+74513F-HRTimeline
Ashton Thomas Private Wealth, LLC1,048$33.4K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.964$30.7K0.01%+17113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…908$28.9K<0.01%-2013F-HRTimelineGroup
Rossby Financial, LCC901$28.9K0.01%new13F-HRTimeline
EFG International AGin group EFG International AG655$20.9K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC621$19.8K<0.01%-8413F-HRTimeline
FMR LLCin group FMR LLC617$19.6K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.406$12.9K0.01%+7013F-HRTimeline
IFP Advisors, Inc336$10.7K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.314$9.99K<0.01%new13F-HRTimeline
WealthShield Partners, LLC314$9.99K<0.01%-5913F-HRTimeline
CVA Family Office, LLC288$9.17K<0.01%new13F-HRTimeline
Kilter Group LLC276$8.79K<0.01%-2413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN153$4.87K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.104$3.31K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV71$2.26K<0.01%new13F-HRTimeline
Key Capital Management, INC41$1.3K<0.01%-613F-HRTimeline
Raleigh Capital Management Inc.27$863<0.01%new13F-HRTimeline