EVLU — ISHARES TR
As of Q2 2026, 2 SEC-registered investment managers reported holding EVLU (ISHARES TR) in their latest 13F filings, with a combined reported value of $1.56M across 38.04K shares. That is -61.0% by share count (-59.51K shares) versus the previous quarter, while reported value moved -52.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q1 2026 | 66.00K | $2.21M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 38.04K | $1.56M | 0.00% | Add |
| Goldman Sachs Group history | Q1 2026 | 7.33K | $245.47K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 1 | $41 | 0.00% | New |
New Positions (Q2 2026)
- UBS Group AG 1 sh · $41
Fully Exited (vs previous quarter)
- BlackRock Inc sold 66.00K sh · $2.21M
- Goldman Sachs Group sold 7.33K sh · $245.47K
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 46.04K | 48.02K | — | 57.87K | 73.56K | 8.56K | 24.22K | 38.04K |
| UBS Group AG | — | — | — | — | — | — | — | 1 |
| BlackRock Inc | 240.00K | 240.00K | 235.00K | 160.00K | 135.00K | 124.00K | 66.00K | — |
| Goldman Sachs Group | — | — | — | — | — | — | 7.33K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details