EPU Institutional Ownership & Shareholders
ISHARES MSCI PERU AND GLOBAL (EPU) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $353.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of Nova Scotia is currently the largest disclosed institutional shareholder of EPU tracked by InsiderSet, reporting ownership valued at approximately $242.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $235.80M, representing an estimated loss of -2.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed EPU value among the investors covered in this analysis. Major shareholders include Bank Of Nova Scotia, Jane Street Group, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES MSCI PERU AND GLOBAL (EPU).
This page ranks the largest institutional EPU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$353.60M
Largest Holder
Bank Of Nova Scotia
Largest Position
$242.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of Nova Scotia | 0.37% | 2,901,771 | $242,297,879 | $235,797,911 | -$6,499,968 | -2.68% | |
| Jane Street Group, Llc | 0.01% | 142,125 | $11,867,438 | $11,549,078 | -$318,361 | -2.68% | |
| Morgan Stanley | 0.00% | 138,390 | $11,555,640 | $11,245,571 | -$310,069 | -2.68% | |
| Nilsine Partners, Llc | 0.73% | 116,818 | $10,365,261 | $9,492,631 | -$872,630 | -8.42% | |
| Ubs Group Ag | 0.00% | 110,674 | $9,241,279 | $8,993,369 | -$247,910 | -2.68% | |
| Advisory Services Network, Llc | 0.07% | 70,776 | $5,909,809 | $5,751,258 | -$158,551 | -2.68% | |
| Wells Fargo & Company/Mn | 0.00% | 67,543 | $5,639,874 | $5,488,544 | -$151,330 | -2.68% | |
| Discovery Capital Management, Llc / Ct | 0.22% | 62,500 | $5,218,750 | $5,078,750 | -$140,000 | -2.68% | |
| Citadel Advisors Llc | 0.00% | 60,601 | $5,060,184 | $4,924,437 | -$135,747 | -2.68% | |
| Raymond James Financial Inc | 0.00% | 50,636 | $4,228,093 | $4,114,681 | -$113,412 | -2.68% | |
| Newsquare Capital Llc | 0.28% | 45,750 | $3,820,125 | $3,717,645 | -$102,480 | -2.68% | |
| Korea Investment Corp | 0.01% | 39,018 | $3,258,003 | $3,170,603 | -$87,400 | -2.68% | |
| Cetera Investment Advisers | 0.00% | 35,187 | $2,938,122 | $2,859,296 | -$78,826 | -2.68% | |
| Susquehanna International Group, Llp | 0.00% | 28,999 | $2,421,417 | $2,356,459 | -$64,958 | -2.68% | |
| Old Mission Capital Llc | 0.06% | 28,321 | $2,364,803 | $2,301,364 | -$63,439 | -2.68% | |
| Davenport & Co Llc | 0.01% | 21,910 | $1,944,074 | $1,780,407 | -$163,667 | -8.42% | |
| Innealta Capital, Llc | 1.07% | 21,881 | $1,941,501 | $1,778,050 | -$163,451 | -8.42% | |
| Natixis | 0.01% | 22,308 | $1,858,703 | $1,812,748 | -$45,955 | -2.47% | |
| Fifth Third Securities, Inc. | 0.08% | 17,590 | $1,560,804 | $1,429,363 | -$131,441 | -8.42% | |
| Osaic Holdings, Inc. | 0.00% | 17,765 | $1,483,696 | $1,443,584 | -$40,112 | -2.70% | |
| Sanctuary Advisors, Llc | 0.01% | 17,422 | $1,454,737 | $1,415,712 | -$39,025 | -2.68% | |
| D. E. Shaw & Co., Inc. | 0.00% | 15,180 | $1,267,530 | $1,233,527 | -$34,003 | -2.68% | |
| Scotia Capital Inc. | 0.00% | 14,209 | $1,186,457 | $1,154,623 | -$31,834 | -2.68% | |
| Texas Yale Capital Corp. | 0.03% | 13,990 | $1,168,165 | $1,136,827 | -$31,338 | -2.68% | |
| Mount Lucas Management Lp | 0.37% | 12,581 | $1,050,514 | $1,022,332 | -$28,182 | -2.68% | |
| Lpl Financial Llc | 0.00% | 11,561 | $965,305 | $939,447 | -$25,858 | -2.68% | |
| Stonex Group Inc. | 0.03% | 11,159 | $960,812 | $906,780 | -$54,032 | -5.62% | |
| Legacy Capital Group California, Inc. | 0.24% | 9,542 | $796,757 | $775,383 | -$21,374 | -2.68% | |
| Contravisory Investment Management, Inc. | 0.14% | 8,692 | $771,241 | $706,312 | -$64,929 | -8.42% | |
| Sigma Planning Corp | 0.02% | 10,255 | $684,075 | $833,321 | +$149,246 | +21.82% | |
| Man Group Plc | 0.00% | 7,616 | $635,936 | $618,876 | -$17,060 | -2.68% | |
| Trust Co Of Oklahoma | 0.17% | 7,065 | $626,877 | $574,102 | -$52,775 | -8.42% | |
| Royal Bank Of Canada | 0.00% | 6,970 | $582,000 | $566,382 | -$15,618 | -2.68% | |
| Hilltop Holdings Inc. | 0.05% | 6,846 | $571,641 | $556,306 | -$15,335 | -2.68% | |
| Bank Of America Corp | 0.00% | 6,155 | $513,930 | $500,155 | -$13,775 | -2.68% | |
| Arrow Investment Advisors, Llc | 0.42% | 5,433 | $482,070 | $441,486 | -$40,584 | -8.42% | |
| Roan Capital Partners | 0.35% | 5,425 | $481,361 | $440,836 | -$40,526 | -8.42% | |
| Barometer Capital Management Inc. | 0.11% | 4,600 | $384,100 | $373,796 | -$10,304 | -2.68% | |
| Blackdiamond Wealth Management, Llc | 0.15% | 4,116 | $373,321 | $334,466 | -$38,855 | -10.41% | |
| Bank Of New York Mellon Corp | 0.00% | 4,190 | $349,847 | $340,479 | -$9,368 | -2.68% | |
| Prospera Financial Services Inc | 0.01% | 4,164 | $347,681 | $338,367 | -$9,314 | -2.68% | |
| Hb Wealth Management, Llc | 0.00% | 3,691 | $327,502 | $299,931 | -$27,571 | -8.42% | |
| Kkm Financial Llc | 0.04% | 3,712 | $309,952 | $301,637 | -$8,315 | -2.68% | |
| Es4, Llc | 0.15% | 3,405 | $284,318 | $276,690 | -$7,628 | -2.68% | |
| Corecam Pte. Ltd. | 0.11% | 3,020 | $267,965 | $245,405 | -$22,560 | -8.42% | |
| Stifel Financial Corp | 0.00% | 3,037 | $253,598 | $246,787 | -$6,811 | -2.69% | |
| Focus Partners Wealth | 0.00% | 2,907 | $242,735 | $236,223 | -$6,512 | -2.68% | |
| Kestra Advisory Services, Llc | 0.00% | 2,555 | $226,727 | $207,619 | -$19,108 | -8.43% | |
| Apollon Wealth Management, Llc | 0.00% | 2,534 | $224,811 | $205,913 | -$18,898 | -8.41% | |
| Envestnet Asset Management Inc | 0.00% | 2,435 | $203,330 | $197,868 | -$5,462 | -2.69% |
Frequently asked questions about EPU
Who are the largest institutional holders of EPU?
The largest institutional holders of EPU reported in the latest SEC Form 13F filings include Bank Of Nova Scotia, Jane Street Group, Llc, Morgan Stanley, Nilsine Partners, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported EPU position.
What is EPU institutional ownership?
This page tracks EPU positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI PERU AND GLOBAL (EPU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EPU?
InsiderSet currently tracks 70 institutional managers reporting EPU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EPU shareholders.
How much EPU stock do institutions own?
Institutional investment managers disclosed approximately $353.60M in EPU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EPU institutional ownership last updated?
The latest EPU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EPU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EPU position after the reporting date.
Are institutions buying or selling EPU?
Institutional buying and selling can be analyzed by comparing EPU positions across consecutive 13F reporting periods. InsiderSet's EPU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EPU ownership changes.
How has EPU institutional ownership changed over time?
InsiderSet tracks EPU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.