Who Owns ISHARES TR (EPU)? -- Institutional Holders (2026-03-31)
73 institutions reported holding $355.4M of ISHARES TR (EPU) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF NOVA SCOTIA ($234.2M), JANE STREET GROUP, LLC ($23.1M), MORGAN STANLEY ($12.8M), UBS Group AG ($10.9M), Nilsine Partners, LLC ($9.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF NOVA SCOTIA | $234.2M | 2.9M | Added |
| 2 | JANE STREET GROUP, LLC | $23.1M | 285,694 | New |
| 3 | MORGAN STANLEY | $12.8M | 158,577 | Trimmed |
| 4 | UBS Group AG | $10.9M | 135,032 | Trimmed |
| 5 | Nilsine Partners, LLC | $9.2M | 113,697 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $5.9M | 73,438 | Added |
| 7 | CITADEL ADVISORS LLC | $5.3M | 66,059 | New |
| 8 | FLOW TRADERS U.S. LLC | $4.7M | 58,611 | Added |
| 9 | Advisory Services Network, LLC | $4.4M | 54,371 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.3M | 53,656 | Added |
| 11 | NewSquare Capital LLC | $3.8M | 46,655 | Added |
| 12 | Cavalier Investments, LLC | $3.7M | 46,080 | New |
| 13 | Korea Investment CORP | $3.1M | 39,018 | Hold |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 34,780 | Added |
| 15 | Kapitalo Investimentos Ltda | $2.2M | 27,130 | New |
| 16 | NATIXIS | $1.8M | 23,450 | Trimmed |
| 17 | LPL Financial LLC | $1.8M | 22,618 | Added |
| 18 | DAVENPORT & Co LLC | $1.8M | 22,060 | Added |
| 19 | INNEALTA CAPITAL, LLC | $1.7M | 20,753 | Added |
| 20 | Fifth Third Securities, Inc. | $1.6M | 20,165 | Trimmed |
| 21 | BlackRock, Inc. | $1.5M | 18,860 | Added |
| 22 | Sanctuary Advisors, LLC | $1.4M | 17,316 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $1.2M | 15,173 | Added |
| 24 | Texas Yale Capital Corp. | $1.1M | 13,990 | Hold |
| 25 | SCOTIA CAPITAL INC. | $942,532 | 11,678 | Added |
Source: SEC Form 13F filings · as of 2026-03-31