A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

Who holds PEverpure

55 funds on our shelf carry Everpure — heaviest hand: YRAM at 3.49% of its book.

FundWeightFund assetsShares held
YRAMYieldMax Memory and Storage Portfolio Option Income ETF3.49%—1,428
IJKiShares S&P Mid-Cap 400 Growth ETFINDEX1.91%$10.5B1,841,725
RSPTInvesco S&P 500 Equal Weight Technology ETFINDEX1.77%$6.1B816,255
RPGInvesco S&P 500 Pure Growth ETFINDEX1.60%$1.9B238,787
IVOGVanguard S&P Mid-Cap 400 Growth Index FundINDEX1.59%$1.1B307,944
IETCiShares Evolved U.S. Technology ETFINDEX1.16%$733M63,690
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX1.14%$413M42,644
IWPiShares Russell Mid-Cap Growth ETFINDEX1.02%$19.7B1,513,790
IJHiShares Core S&P Mid-Cap ETFINDEX0.99%$122.8B10,914,716
VBKVanguard Small Cap Growth Index FundINDEX0.85%$17.7B4,166,811
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.82%$2.2B519,580
IMCGiShares Morningstar Mid-Cap Growth ETFINDEX0.58%$4.1B176,563
SMLFiShares MSCI USA Small-Cap Multifactor ETFINDEX0.57%$4.1B211,791
ONEOState Street SPDR Russell 1000 Momentum Focus ETFINDEX0.44%$30M1,000
VBVanguard Small Cap Index FundINDEX0.36%$58.9B7,260,386
IGPTInvesco AI and Next Gen Software ETFACTIVE0.34%$1.4B37,438
SIZEiShares MSCI USA Size Factor ETFINDEX0.33%$427M10,760
TECBiShares U.S. Tech Breakthrough Multisector ETFINDEX0.30%$525M11,949
IWRiShares Russell Mid-Cap ETFINDEX0.30%$55.9B1,286,800
VXFVanguard Extended Market Index FundINDEX0.29%$20.2B3,547,578
IMCBiShares Morningstar Mid-Cap ETFINDEX0.29%$1.7B37,166
RSPInvesco S&P 500 Equal Weight ETFINDEX0.27%$96.6B2,021,478
GARPISHARES FACTORS US GROWTH STYLE ETFINDEX0.26%$3.3B66,898
XOEFiShares S&P 500 ex S&P 100 ETF0.26%—431
EUSAiShares MSCI USA Equal Weighted ETFINDEX0.24%$1.9B34,841
IYWiShares U.S. Technology ETFINDEX0.19%$26.6B395,194
IGMiShares Expanded Tech Sector ETFINDEX0.19%$11.5B165,396
IXNiShares Global Tech ETFINDEX0.16%$9.8B119,291
GXPTGlobal X PureCap MSCI Information Technology ETF0.16%—1,736
USXFiShares ESG Advanced MSCI USA ETFINDEX0.16%$1.5B18,133
VGTVanguard Information Technology Index FundINDEX0.15%$75.1B2,700,764
ILCGiShares Morningstar Growth ETFINDEX0.12%$3.2B30,821
IVWiShares S&P 500 Growth ETFINDEX0.12%$79.1B704,962
EGUSIshares ESG Aware MSCI USA Growth ETFINDEX0.12%$29M251
IUSGiShares Core S&P U.S. Growth ETFINDEX0.11%$34.3B292,449
TYLGGlobal X Information Technology Covered Call & Growth ETFACTIVE0.10%$9343.71T128
IWFiShares Russell 1000 Growth ETFINDEX0.10%$129.2B1,010,203
USCLiShares Climate Conscious & Transition MSCI USA ETFINDEX0.08%$2.9B16,751
VONGVanguard Russell 1000 Growth ETFINDEX0.08%$21.3B438,875
TOPCiShares S&P 500 3% Capped ETF0.08%—202
XYLDGlobal X S&P 500 Covered Call ETFACTIVE0.07%$2.8B17,922
ONOFGlobal X Adaptive U.S. Risk Management ETFINDEX0.07%$128M737
CATHGlobal X S&P 500 Catholic Values ETFINDEX0.07%$908M7,250
ESGVVanguard ESG U.S. Stock ETFINDEX0.07%$9.2B70,174
IVViShares Core S&P 500 ETFINDEX0.07%$882.6B4,436,632
XRMIGlobal X S&P 500 Risk Managed Income ETFACTIVE0.07%$37M302
CHRIGlobal X S&P 500 Christian Values ETF0.07%—46
MMTMSPDR S&P 1500 Momentum Tilt ETFINDEX0.07%$163M865
SPYMState Street SPDR Portfolio S&P 500 ETF0.07%—873,681
SPYSPDR S&P 500 ETF TrustINDEX0.07%$809.2B4,078,584
XCLRGlobal X S&P 500 Collar 95-110 ETFINDEX0.06%$2212.32T20
XTRGlobal X S&P 500 Tail Risk ETFINDEX0.06%$2541.66T24
CRBNiShares MSCI ACWI Low Carbon Target ETFINDEX0.06%$1.2B5,376
IYYiShares Dow Jones U.S. ETFINDEX0.06%$3.1B14,167
NXTISimplify Next Intangible Core Index ETF0.00%—563

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.