EVUS

Ishares Esg Aw Msci US ValueETF
UnclassifiedUSCUSIP 46436E221◍ Confluence graph
Tracked 13F Holders
116
-23 QoQ
13F Value (tracked)
$282.9M
13F Moves · latest Q
31 added
13 trimmed
Recent Filings
0

Who owns EVUS?

116 tracked 13F filers

116 tracked 13F filers disclose a position in EVUS as of the latest SEC 13F filings, a combined $282.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1ENVESTNET ASSET MANAGEMENT INC
$96.6M
3.0M
−9.0%
Reduced · −300K sh
Q1 2026
2JPMORGAN CHASE & CO
$47.4M
1.5M
+234%
Added · +1.1M sh
Q1 2026
3LPL Financial LLC
$24.6M
773K
−3.1%
Reduced · −25K sh
Q1 2026
4Envestnet Portfolio Solutions, Inc.
$20.7M
589K
+1.3%
Added · +8K sh
Q2 2026
5Lido Advisors, LLC
$9.4M
268K
+16%
Added · +37K sh
Q2 2026
6Cetera Investment Advisers
$6.2M
195K
−10%
Reduced · −22K sh
Q1 2026
7MML INVESTORS SERVICES, LLC
$5.6M
160K
+20%
Added · +26K sh
Q2 2026
8CWM, LLC
$5.0M
157K
+3.7%
Added · +6K sh
Q1 2026
9eCIO, Inc.
$4.8M
135K
New
+135K sh
Q2 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$3.5M
109K
+1.5%
Added · +2K sh
Q1 2026
11ASSETMARK, INC
$2.6M
75K
~0%
Reduced · −7 sh
Q2 2026
12Archer Investment Management, LLC
$2.6M
73K
+73%
Added · +31K sh
Q2 2026
13GeoWealth Management, LLC
$2.5M
70K
+33%
Added · +17K sh
Q2 2026
14ROYAL BANK OF CANADA
$2.2M
68K
+399%
Added · +55K sh
Q1 2026
15Creative Planning
$2.2M
68K
New
+68K sh
Q1 2026
16SageView Advisory Group, LLC
$2.4M
68K
+0.4%
Added · +293 sh
Q2 2026
17Avise Financial Cooperative, Inc.
$2.2M
62K
−6.7%
Reduced · −4K sh
Q2 2026
18GTS SECURITIES LLC
$1.8M
58K
+49%
Added · +19K sh
Q1 2026
19Perigon Wealth Management, LLC
$1.8M
52K
+12%
Added · +6K sh
Q2 2026
20One Wealth Advisors, LLC
$1.7M
49K
+6.8%
Added · +3K sh
Q2 2026
21UNITED CAPITAL FINANCIAL ADVISORS, LLC
$1.5M
46K
−11%
Reduced · −6K sh
Q1 2026
22Affiance Financial, LLC
$1.5M
42K
+1.9%
Added · +770 sh
Q2 2026
23Merit Financial Group, LLC
$1.4M
40K
+12%
Added · +4K sh
Q2 2026
24Horst & Graben Wealth Management LLC
$1.4M
40K
+2.7%
Added · +1K sh
Q2 2026
25Sharkey, Howes & Javer
$1.3M
38K
−2.3%
Reduced · −873 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EVUS being bought or sold by institutions?

Last quarter, 9 funds opened a new position in EVUS and 22 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
22
funds
Reduced
13
funds
Exited
0
funds

Funds that own EVUS also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN54 funds$4.1B
MICROSOFT CORPMSFT54 funds$3.8B
NVIDIA CORPNVDA52 funds$8.1B
APPLE INCAAPL52 funds$6.6B
ISHARES CORE S&P 500 ETFIVV52 funds$5.9B
ALPHABET INC-CL CGOOG52 funds$2.3B
VANGUARD S&P 500 ETFVOO51 funds$3.0B
ALPHABET INC-CL AGOOGL51 funds$2.7B
JPMORGAN CHASE & COJPM51 funds$2.0B
INVESCO QQQ TRUST SERIES 1QQQ51 funds$1.9B
ELI LILLY & COLLY51 funds$1.2B
ISHARES CORE MSCI EMERGINGIEMG51 funds$1.0B

Ranked by how many of EVUS's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

73 funds+67 since Q3 2024
04896Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $74.0M

Share classes

Class13F holdersValue held
SGOVcs1170 funds$19.6B
IBDUmc351 funds$2.8B
IBDVmc317 funds$2.2B
IBTGmc292 funds$1.8B
IBTHmc287 funds$1.8B
USXFmc275 funds$858.7M
IBDWmc263 funds$1.7B
DMXFmc242 funds$620.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in EVUS

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EVUS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EVUS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EVUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.