Who Owns ISHARES TR (EPU)? -- Institutional Holders (2026-06-30)
79 institutions reported holding $357.3M of ISHARES TR (EPU) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF NOVA SCOTIA ($242.3M), JANE STREET GROUP, LLC ($11.9M), MORGAN STANLEY ($11.6M), Nilsine Partners, LLC ($9.7M), UBS Group AG ($9.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF NOVA SCOTIA | $242.3M | 2.9M | Hold |
| 2 | JANE STREET GROUP, LLC | $11.9M | 142,125 | Trimmed |
| 3 | MORGAN STANLEY | $11.6M | 138,390 | Trimmed |
| 4 | Nilsine Partners, LLC | $9.7M | 116,240 | Added |
| 5 | UBS Group AG | $9.2M | 110,674 | Trimmed |
| 6 | Advisory Services Network, LLC | $5.9M | 70,776 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $5.6M | 67,543 | Trimmed |
| 8 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $5.2M | 62,500 | New |
| 9 | CITADEL ADVISORS LLC | $5.1M | 60,601 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.2M | 50,636 | Trimmed |
| 11 | IFP Advisors, Inc | $4.1M | 48,921 | New |
| 12 | NewSquare Capital LLC | $3.8M | 45,750 | Trimmed |
| 13 | Korea Investment CORP | $3.3M | 39,018 | Hold |
| 14 | Cetera Investment Advisers | $2.9M | 35,187 | New |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 28,999 | Trimmed |
| 16 | OLD MISSION CAPITAL LLC | $2.4M | 28,321 | New |
| 17 | NATIXIS | $1.9M | 22,308 | Trimmed |
| 18 | DAVENPORT & Co LLC | $1.8M | 22,030 | Trimmed |
| 19 | INNEALTA CAPITAL, LLC | $1.8M | 21,881 | Added |
| 20 | Fifth Third Securities, Inc. | $1.5M | 18,476 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $1.5M | 17,765 | Added |
| 22 | Sanctuary Advisors, LLC | $1.5M | 17,422 | Added |
| 23 | D. E. Shaw & Co., Inc. | $1.3M | 15,180 | Added |
| 24 | SCOTIA CAPITAL INC. | $1.2M | 14,209 | Added |
| 25 | Texas Yale Capital Corp. | $1.2M | 13,990 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30