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EVLU — ISHARES TR

Reported value held$4.01M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$1.56M · 38.04K sh
New / Add / Cut / Exit1 / 1 / 0 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -61.0% (-59.51K sh)
Institutional value change Down -52.4%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 4 funds)

FundQ3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 —

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