23 institutions reported holding $16.4M of ISHARES TR (EGUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Lido Advisors, LLC ($7.8M), Creative Planning ($2.0M), Perigon Wealth Management, LLC ($1.8M), JPMORGAN CHASE & CO ($1.6M), GOLDMAN SACHS GROUP INC ($830,399). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $7.8M | 164,428 | Trimmed |
| 2 | Creative Planning | $2.0M | 41,208 | New |
| 3 | Perigon Wealth Management, LLC | $1.8M | 38,329 | New |
| 4 | JPMORGAN CHASE & CO | $1.6M | 34,083 | New |
| 5 | GOLDMAN SACHS GROUP INC | $830,399 | 17,395 | Trimmed |
| 6 | J. Mark Nickell & Co. | $689,334 | 14,440 | Added |
| 7 | Apollon Wealth Management, LLC | $424,294 | 8,888 | Trimmed |
| 8 | Serenus Wealth Advisors, LLC | $418,517 | 8,767 | Hold |
| 9 | Tower Research Capital LLC (TRC) | $233,867 | 4,899 | Added |
| 10 | BENJAMIN EDWARDS INC | $216,821 | 4,542 | Trimmed |
| 11 | IFP Advisors, Inc | $131,040 | 2,745 | Hold |
| 12 | Larson Financial Group LLC | $78,863 | 1,652 | Trimmed |
| 13 | Golden State Equity Partners | $63,873 | 1,338 | New |
| 14 | Front Row Advisors LLC | $32,462 | 680 | Hold |
| 15 | BFSG, LLC | $21,483 | 450 | Hold |
| 16 | Sherman Asset Management, Inc. | $16,804 | 352 | Hold |
| 17 | Sunbelt Securities, Inc. | $11,600 | 243 | Added |
| 18 | Prosperity Planning, Inc. | $0 | 0 | Exited |
| 19 | Portfolio Resources Advisor Group, Inc. | $0 | 0 | Exited |
| 20 | Thrivent Financial for Lutherans | $0 | 0 | Exited |
| 21 | Royal Bank of Canada | $0 | 0 | Exited |
| 22 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 23 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31