Who Owns ISHARES TR (EPU)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $28.4M of ISHARES TR (EPU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Nilsine Partners, LLC ($9.7M), IFP Advisors, Inc ($4.1M), NewSquare Capital LLC ($3.8M), DAVENPORT & Co LLC ($1.8M), INNEALTA CAPITAL, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Nilsine Partners, LLC | $9.7M | 116,240 | Added |
| 2 | IFP Advisors, Inc | $4.1M | 48,921 | New |
| 3 | NewSquare Capital LLC | $3.8M | 45,750 | Trimmed |
| 4 | DAVENPORT & Co LLC | $1.8M | 22,030 | Trimmed |
| 5 | INNEALTA CAPITAL, LLC | $1.8M | 21,881 | Added |
| 6 | Fifth Third Securities, Inc. | $1.5M | 18,476 | Trimmed |
| 7 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $804,439 | 9,634 | Added |
| 8 | Legacy Capital Group California, Inc. | $796,757 | 9,542 | Added |
| 9 | TRUST CO OF OKLAHOMA | $589,928 | 7,065 | Hold |
| 10 | Cambridge Investment Research Advisors, Inc. | $480,000 | 5,748 | New |
| 11 | Arrow Investment Advisors, LLC | $466,932 | 5,592 | Added |
| 12 | Financial & Tax Architects, LLC | $422,093 | 5,055 | New |
| 13 | Roan Capital Partners | $360,303 | 4,315 | New |
| 14 | Prospera Financial Services Inc | $347,681 | 4,164 | Added |
| 15 | ES4, LLC | $284,318 | 3,405 | Hold |
| 16 | Corecam Pte. Ltd. | $252,170 | 3,020 | New |
| 17 | Sunpointe, LLC | $207,999 | 2,491 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $203,330 | 2,435 | Trimmed |
| 19 | AlphaCentric Advisors LLC | $167,167 | 2,002 | Added |
| 20 | Triumph Capital Management | $80,912 | 969 | Added |
| 21 | CoreCap Advisors, LLC | $43,351 | 519 | Hold |
| 22 | EverSource Wealth Advisors, LLC | $25,442 | 305 | New |
| 23 | 4Thought Financial Group Inc. | $2,050 | 25 | Hold |
| 24 | Asset Planning,Inc | $1,527 | 18 | New |
| 25 | Rossby Financial, LCC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30