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Ishares Msci Peru and Global (EPU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Nilsine Partners, LLC
INCREASED
Shares116,818 from 116,240
Change+578 (+1%)
Value$10.4M (+$659.2K)
Filed 2026-11-02
NewSquare Capital LLC
DECREASED
Shares44,587 from 45,750
Change-1,163 (-3%)
Value$4.0M (+$136.1K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares21,910 from 22,030
Change-120 (-1%)
Value$1.9M (+$104.6K)
Filed 2026-10-14
Innealta Capital, LLC
UNCHANGED
Shares21,881 from 21,881
Change0 (0%)
Value$1.9M (+$114.4K)
Filed 2026-11-02
Natixis
DECREASED
Shares18,005 from 22,308
Change-4,303 (-19%)
Value$1.6M (-$244.7K)
Filed 2026-11-06
Fifth Third Securities, Inc.
DECREASED
Shares17,590 from 18,476
Change-886 (-5%)
Value$1.6M (+$18.0K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares15,933 from 11,561
Change+4,372 (+38%)
Value$1.4M (+$448.4K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares11,159
Change+11,159
Value$960.8K
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares10,255 from 7,316
Change+2,939 (+40%)
Value$684.1K (+$73.2K)
Filed 2026-10-23
Contravisory Investment Management, Inc.
DECREASED
Shares8,692 from 9,634
Change-942 (-10%)
Value$771.2K (-$33.2K)
Filed 2026-10-13
Trust Co of Oklahoma
UNCHANGED
Shares7,065 from 7,065
Change0 (0%)
Value$626.9K (+$36.9K)
Filed 2026-10-15
Arrow Investment Advisors, LLC
DECREASED
Shares5,433 from 5,592
Change-159 (-3%)
Value$482.1K (+$15.1K)
Filed 2026-11-02
Roan Capital Partners
INCREASED
Shares5,425 from 4,315
Change+1,110 (+26%)
Value$481.4K (+$121.1K)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares4,231 from 4,164
Change+67 (+2%)
Value$339.2K (-$8.5K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares4,216 from 4,190
Change+26 (+1%)
Value$374.1K (+$24.2K)
Filed 2026-11-05
HB Wealth Management, LLC
NEW
Shares3,691
Change+3,691
Value$327.5K
Filed 2026-10-23
Corecam Pte. Ltd.
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$268.0K (+$15.8K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares2,874 from 2,874
Change0 (0%)
Value$255 (-$239.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares2,555
Change+2,555
Value$226.7K
Filed 2026-11-02
Apollon Wealth Management, LLC
NEW
Shares2,534
Change+2,534
Value$224.8K
Filed 2026-10-23
AlphaCentric Advisors LLC
INCREASED
Shares2,100 from 2,002
Change+98 (+5%)
Value$186.3K (+$19.2K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares1,401 from 48,921
Change-47,520 (-97%)
Value$124.3K (-$4.0M)
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares1,128
Change+1,128
Value$100.1K
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares975 from 969
Change+6 (+1%)
Value$86.5K (+$5.6K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
NEW
Shares900
Change+900
Value$79.9K
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares514 from 519
Change-5 (-1%)
Value$45.6K (+$2.3K)
Filed 2026-10-08
Belvedere Trading LLC
NEW
Shares176
Change+176
Value$15.6K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
NEW
Shares107
Change+107
Value$9.5K
Filed 2026-11-03
4Thought Financial Group Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (+$184)
Filed 2026-11-02
Asset Planning,Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (+$96)
Filed 2026-10-26
Financial & Tax Architects, LLC
CLOSED
Shares0 from 5,055
Change-5,055 (-100%)
Value$0 (-$422.1K)
Filed 2026-10-15
Creative Planning
CLOSED
Shares0 from 4,002
Change-4,002 (-100%)
Value$0 (-$334.2K)
Filed 2026-11-02
Sunpointe, LLC
CLOSED
Shares0 from 2,491
Change-2,491 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$25.4K)
Filed 2026-11-04
Bank of Nova Scotia
N/A
Shares— from 2,901,771
Change-2,901,771 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 142,125
Change-142,125 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 138,390
Change-138,390 (-100%)
Value—
UBS Group AG
N/A
Shares— from 110,674
Change-110,674 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 70,776
Change-70,776 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 67,543
Change-67,543 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,601
Change-60,601 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 50,636
Change-50,636 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 39,018
Change-39,018 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 35,187
Change-35,187 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,999
Change-28,999 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 28,321
Change-28,321 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,765
Change-17,765 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 17,422
Change-17,422 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 14,209
Change-14,209 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 13,990
Change-13,990 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 12,581
Change-12,581 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Man Group plc
N/A
Shares— from 7,616
Change-7,616 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,846
Change-6,846 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Es4, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 259
Change-259 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Blair William & Co
N/A
Shares— from 28
Change-28 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 17
Change-17 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13
Change-13 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Nilsine Partners, LLC
INCREASED116,818116,240+578+1%$9.7M$10.4M+$659.2K2026-11-02
NewSquare Capital LLC
DECREASED44,58745,750-1,163-3%$3.8M$4.0M+$136.1K2026-11-06
Davenport & Co LLC
DECREASED21,91022,030-120-1%$1.8M$1.9M+$104.6K2026-10-14
Innealta Capital, LLC
UNCHANGED21,88121,88100%$1.8M$1.9M+$114.4K2026-11-02
Natixis
DECREASED18,00522,308-4,303-19%$1.9M$1.6M-$244.7K2026-11-06
Fifth Third Securities, Inc.
DECREASED17,59018,476-886-5%$1.5M$1.6M+$18.0K2026-10-21
LPL Financial LLC
INCREASED15,93311,561+4,372+38%$965.3K$1.4M+$448.4K2026-11-06
StoneX Group Inc.
NEW11,159—+11,159——$960.8K—2026-11-03
Sigma Planning Corp
INCREASED10,2557,316+2,939+40%$610.9K$684.1K+$73.2K2026-10-23
Contravisory Investment Management, Inc.
DECREASED8,6929,634-942-10%$804.4K$771.2K-$33.2K2026-10-13
Trust Co of Oklahoma
UNCHANGED7,0657,06500%$589.9K$626.9K+$36.9K2026-10-15
Arrow Investment Advisors, LLC
DECREASED5,4335,592-159-3%$466.9K$482.1K+$15.1K2026-11-02
Roan Capital Partners
INCREASED5,4254,315+1,110+26%$360.3K$481.4K+$121.1K2026-10-09
Prospera Financial Services Inc
INCREASED4,2314,164+67+2%$347.7K$339.2K-$8.5K2026-11-04
Bank of New York Mellon Corp
INCREASED4,2164,190+26+1%$349.8K$374.1K+$24.2K2026-11-05
HB Wealth Management, LLC
NEW3,691—+3,691——$327.5K—2026-10-23
Corecam Pte. Ltd.
UNCHANGED3,0203,02000%$252.2K$268.0K+$15.8K2026-10-23
Cambridge Investment Research Advisors, Inc.
UNCHANGED2,8742,87400%$240.0K$255-$239.7K2026-11-02
Kestra Advisory Services, LLC
NEW2,555—+2,555——$226.7K—2026-11-02
Apollon Wealth Management, LLC
NEW2,534—+2,534——$224.8K—2026-10-23
AlphaCentric Advisors LLC
INCREASED2,1002,002+98+5%$167.2K$186.3K+$19.2K2026-11-03
IFP Advisors, Inc
DECREASED1,40148,921-47,520-97%$4.1M$124.3K-$4.0M2026-10-16
Simplex Trading, LLC
NEW1,128—+1,128——$100.1K—2026-11-04
Triumph Capital Management
INCREASED975969+6+1%$80.9K$86.5K+$5.6K2026-10-14
Moisand Fitzgerald Tamayo, LLC
NEW900—+900——$79.9K—2026-10-15
CoreCap Advisors, LLC
DECREASED514519-5-1%$43.4K$45.6K+$2.3K2026-10-08
Belvedere Trading LLC
NEW176—+176——$15.6K—2026-11-05
Ashton Thomas Private Wealth, LLC
NEW107—+107——$9.5K—2026-11-03
4Thought Financial Group Inc.
UNCHANGED252500%$2.1K$2.2K+$1842026-11-02
Asset Planning,Inc
UNCHANGED181800%$1.5K$1.6K+$962026-10-26
Financial & Tax Architects, LLC
CLOSED05,055-5,055-100%$422.1K$0-$422.1K2026-10-15
Creative Planning
CLOSED04,002-4,002-100%$334.2K$0-$334.2K2026-11-02
Sunpointe, LLC
CLOSED02,491-2,491-100%$208.0K$0-$208.0K2026-10-22
EverSource Wealth Advisors, LLC
CLOSED0305-305-100%$25.4K$0-$25.4K2026-11-04
Bank of Nova Scotia
N/A—2,901,771-2,901,771-100%$242.3M———
Jane Street Group, LLC
N/A—142,125-142,125-100%$11.9M———
Morgan Stanley
N/A—138,390-138,390-100%$11.6M———
UBS Group AG
N/A—110,674-110,674-100%$9.2M———
Advisory Services Network, LLC
N/A—70,776-70,776-100%$5.9M———
Wells Fargo & Company
N/A—67,543-67,543-100%$5.6M———
Discovery Capital Management, LLC / CT
N/A—62,500-62,500-100%$5.2M———
Citadel Advisors LLC
N/A—60,601-60,601-100%$5.1M———
Raymond James Financial Inc
N/A—50,636-50,636-100%$4.2M———
Korea Investment Corp
N/A—39,018-39,018-100%$3.3M———
Cetera Investment Advisers
N/A—35,187-35,187-100%$2.9M———
Susquehanna International Group, LLP
N/A—28,999-28,999-100%$2.4M———
Old Mission Capital LLC
N/A—28,321-28,321-100%$2.4M———
Osaic Holdings, Inc.
N/A—17,765-17,765-100%$1.5M———
Sanctuary Advisors, LLC
N/A—17,422-17,422-100%$1.5M———
D. E. Shaw & Co., Inc.
N/A—15,180-15,180-100%$1.3M———
Scotia Capital Inc.
N/A—14,209-14,209-100%$1.2M———
Texas Yale Capital Corp.
N/A—13,990-13,990-100%$1.2M———
Mount Lucas Management LP
N/A—12,581-12,581-100%$1.1M———
Whitebox Advisors LLC
N/A—11,900-11,900-100%$993.7K———
Legacy Capital Group California, Inc.
N/A—9,542-9,542-100%$796.8K———
Man Group plc
N/A—7,616-7,616-100%$635.9K———
Royal Bank of Canada
N/A—6,970-6,970-100%$582.0K———
Hilltop Holdings Inc.
N/A—6,846-6,846-100%$571.6K———
Bank of America Corp
N/A—6,155-6,155-100%$513.9K———
HighTower Advisors, LLC
N/A—5,499-5,499-100%$459.1K———
Barometer Capital Management Inc.
N/A—4,600-4,600-100%$384.1K———
BlackDiamond Wealth Management, LLC
N/A—4,116-4,116-100%$373.3K———
KKM Financial LLC
N/A—3,712-3,712-100%$310.0K———
Es4, LLC
N/A—3,405-3,405-100%$284.3K———
Stifel Financial Corp
N/A—3,037-3,037-100%$253.6K———
Focus Partners Wealth
N/A—2,907-2,907-100%$242.7K———
Envestnet Asset Management Inc
N/A—2,435-2,435-100%$203.3K———
Global Retirement Partners, LLC
N/A—847-847-100%$70.7K———
O'shaughnessy Asset Management, LLC
N/A—458-458-100%$38.2K———
Huntington National Bank
N/A—259-259-100%$21.6K———
JPMorgan Chase & Co
N/A—125-125-100%$10.3K———
Rockefeller Capital Management L.P.
N/A—31-31-100%$2.6K———
Blair William & Co
N/A—28-28-100%$2.3K———
Keating Financial Advisory Services, Inc.
N/A—21-21-100%$1.8K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—17-17-100%$1.4K———
Fiduciary Financial Advisors
N/A—13-13-100%$1.1K———
Harbour Investments, Inc.
N/A—8-8-100%$668———
Showing 77 of 77 institutions