EVUS — Institutional owners (13F)

133 filers · $305.4M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
ENVESTNET ASSET MANAGEMENT INC $107,159,544 3,052,109 35.09% Shares
JPMORGAN CHASE & CO $51,105,537 1,453,690 16.73% Shares
LPL Financial LLC $29,908,742 851,858 9.79% Shares
Envestnet Portfolio Solutions, Inc. $20,663,517 588,537 6.77% Shares
Lido Advisors, LLC $9,415,397 268,168 3.08% Shares
Cetera Investment Advisers $7,033,098 200,317 2.30% Shares
MML INVESTORS SERVICES, LLC $5,625,979 160,239 1.84% Shares
CWM, LLC $4,988,183 156,705 1.63% Shares
eCIO, Inc. $4,751,993 135,346 1.56% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,819,490 80,304 0.92% Shares
ASSETMARK, INC $2,636,269 75,086 0.86% Shares
Archer Investment Management, LLC $2,576,340 73,379 0.84% Shares
GeoWealth Management, LLC $2,471,167 70,384 0.81% Shares
ROYAL BANK OF CANADA $2,446,000 69,669 0.80% Shares
Creative Planning $2,391,252 68,107 0.78% Shares
SageView Advisory Group, LLC $2,378,789 67,752 0.78% Shares
Avise Financial Cooperative, Inc. $2,193,053 62,462 0.72% Shares
Perigon Wealth Management, LLC $1,814,713 51,686 0.59% Shares
One Wealth Advisors, LLC $1,708,312 48,656 0.56% Shares
Affiance Financial, LLC $1,472,408 41,937 0.48% Shares
Merit Financial Group, LLC $1,416,192 40,336 0.46% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,408,688 40,110 0.46% Shares
Horst & Graben Wealth Management LLC $1,401,506 39,669 0.46% Shares
OneDigital Investment Advisors LLC $1,332,413 37,950 0.44% Shares
Sharkey, Howes & Javer $1,324,085 37,712 0.43% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,318,275 37,547 0.43% Shares
Bank of New York Mellon Corp $1,259,703 35,879 0.41% Shares
Orion Porfolio Solutions, LLC $1,255,333 35,754 0.41% Shares
SigFig Wealth Management, LLC $1,143,226 32,519 0.37% Shares
Focus Partners Advisor Solutions, LLC $1,105,228 31,479 0.36% Shares
Davis Wealth Advisors, LLC $1,098,657 31,291 0.36% Shares
CITADEL ADVISORS LLC $999,406 28,465 0.33% Shares
Steward Partners Investment Advisory, LLC $902,327 25,700 0.30% Shares
HighTower Advisors, LLC $844,808 24,062 0.28% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $772,935 21,624 0.25% Shares
RAYMOND JAMES FINANCIAL INC $723,793 20,615 0.24% Shares
Farther Finance Advisors, LLC $677,326 19,292 0.22% Shares
MGO ONE SEVEN LLC $667,449 19,010 0.22% Shares
LexAurum Advisors, LLC $664,703 18,932 0.22% Shares
OpenArc Corporate Advisory, LLC $633,665 18,048 0.21% Shares
Cerity Partners LLC $629,557 17,931 0.21% Shares
Gerber Kawasaki Wealth & Investment Management $622,051 17,717 0.20% Shares
Austin Private Wealth, LLC $621,384 19,394 0.20% Shares
Advisory Services Network, LLC $600,060 17,091 0.20% Shares
RFG Advisory, LLC $583,617 16,623 0.19% Shares
SAGESPRING WEALTH PARTNERS, LLC $576,688 16,425 0.19% Shares
MERCER GLOBAL ADVISORS INC /ADV $551,367 15,704 0.18% Shares
Regal Investment Advisors LLC $533,216 15,187 0.17% Shares
Integrated Wealth Concepts LLC $493,049 14,043 0.16% Shares
&PARTNERS $479,912 13,669 0.16% Shares
Concurrent Investment Advisors, LLC $451,585 12,862 0.15% Shares
Snowden Capital Advisors LLC $444,738 12,667 0.15% Shares
Cassaday & Co Wealth Management LLC $441,193 12,566 0.14% Shares
ONE WEALTH CAPITAL MANAGEMENT, LLC $427,745 12,183 0.14% Shares
OSAIC HOLDINGS, INC. $423,786 12,068 0.14% Shares
Keystone Financial Services $418,933 11,932 0.14% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $403,533 11,493 0.13% Shares
EverSource Wealth Advisors, LLC $398,508 11,350 0.13% Shares
Lifelong Wealth Advisors, Inc. $380,136 10,827 0.12% Shares
World Investment Advisors $378,160 11,880 0.12% Shares
WEALTH ALLIANCE, LLC $365,733 10,417 0.12% Shares
Gateway Wealth Partners, LLC $347,903 9,909 0.11% Shares
LifePlan Investment Advisors, Inc. $346,641 9,873 0.11% Shares
THEORY FINANCIAL LLC $330,315 9,408 0.11% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $323,362 9,030 0.11% Shares
Diversify Advisory Services, LLC $323,362 9,030 0.11% Shares
RCS Financial Planning, LLC $314,726 8,964 0.10% Shares
Navigation Group, LLC $310,948 8,856 0.10% Shares
MA Private Wealth $306,019 8,716 0.10% Shares
EQ LLC $287,537 8,190 0.09% Shares
Cornerstone Planning Group LLC $286,979 8,068 0.09% Shares
Savvy Advisors, Inc. $282,831 8,056 0.09% Shares
Pathstone Holdings, LLC $278,177 7,923 0.09% Shares
Ashton Thomas Private Wealth, LLC $270,423 7,702 0.09% Shares
Charter Oak Capital Management, LLC $248,096 7,794 0.08% Shares
TRUIST FINANCIAL CORP $230,286 6,559 0.08% Shares
Traveka Wealth, LLC $227,759 6,487 0.07% Shares
Oregon Pacific Wealth Management, LLC $226,495 6,451 0.07% Shares
Focus Financial Network, Inc. $220,577 6,282 0.07% Shares
MJP ASSOCIATES INC /ADV $218,856 6,233 0.07% Shares
Advisor OS, LLC $218,856 6,233 0.07% Shares
WEALTHGARDEN F.S. LLC $214,832 6,119 0.07% Shares
AE Wealth Management LLC $212,853 6,062 0.07% Shares
CreativeOne Wealth, LLC $206,285 5,875 0.07% Shares
Trilogy Capital Inc. $202,690 5,773 0.07% Shares
Cypress Wealth Services, LLC $202,479 5,767 0.07% Shares
Bison Wealth, LLC $200,188 5,625 0.07% Shares
Gen-Wealth Partners Inc $199,355 5,678 0.07% Shares
Transamerica Financial Advisors, LLC $109,512 3,119 0.04% Shares
Tower Research Capital LLC (TRC) $108,981 3,104 0.04% Shares
Larson Financial Group LLC $108,911 3,102 0.04% Shares
HARBOUR INVESTMENTS, INC. $107,191 3,053 0.04% Shares
Addison Advisors LLC $106,910 3,045 0.04% Shares
COMERICA BANK $83,432 2,604 0.03% Shares
Global Retirement Partners, LLC $81,939 2,334 0.03% Shares
FIFTH THIRD BANCORP $77,207 2,199 0.03% Shares
JFS WEALTH ADVISORS, LLC $76,205 2,394 0.02% Shares
Founders Financial Alliance, LLC $65,234 1,858 0.02% Shares
CoreCap Advisors, LLC $60,802 1,737 0.02% Shares
StrongBox Wealth, LLC $59,652 1,699 0.02% Shares
Physician Wealth Advisors, Inc. $59,264 1,688 0.02% Shares
Continuum Advisory, LLC $46,099 1,313 0.02% Shares
BlackRock, Inc. $45,959 1,309 0.02% Shares
UBS Group AG $44,871 1,278 0.01% Shares
FMR LLC $42,477 1,210 0.01% Shares
SOA Wealth Advisors, LLC. $37,401 1,065 0.01% Shares
PNC Financial Services Group, Inc. $30,760 876 0.01% Shares
Parallel Advisors, LLC $26,227 747 0.01% Shares
Rossby Financial, LCC $25,273 720 0.01% Shares
EFG International AG $22,962 654 0.01% Shares
Aptus Capital Advisors, LLC $21,803 621 0.01% Shares
IFG Advisory, LLC $16,712 476 0.01% Shares
Buck Wealth Strategies, LLC $16,703 476 0.01% Shares
First Bancorp, Inc /ME/ $15,659 446 0.01% Shares
NBT BANK, N.A. $15,378 438 0.01% Shares
Godfrey Financial Associates, Inc. $14,255 406 0.00% Shares
MATHER GROUP, LLC. $12,113 345 0.00% Shares
Oakmont Advisory Group, LLC $12,090 344 0.00% Shares
WealthShield Partners, LLC $11,692 333 0.00% Shares
WELLS FARGO & COMPANY/MN $11,586 330 0.00% Shares
PARK AVENUE SECURITIES LLC $10,211 290,840 0.00% Shares
Kilter Group LLC $10,042 286 0.00% Shares
Commonwealth Retirement Investments LLC $5,372 153 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $5,252 149 0.00% Shares
IFP Advisors, Inc $4,915 140 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3,476 99 0.00% Shares
Janney Montgomery Scott LLC $3,329 94,809 0.00% Shares
Sunbelt Securities, Inc. $3,310 104 0.00% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $3,195 91 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,668 76 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,460 41,596 0.00% Shares
Key Capital Management, INC $1,440 41 0.00% Shares
Capital Analysts, LLC $259 7,390 0.00% Shares