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Institutional Ownership · SEC Form 13F

Who owns EUAD (EUAD)


Which tracked institutional funds hold EUAD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EUAD company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

180
Institutional holders
10,388,308
Shares held (tracked funds)

How the tape is positioned

35 tracked funds added or opened EUAD while 18 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

EUAD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EUAD more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EUAD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 180 tracked filers holding EUAD, 116 increased or opened the position and 47 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in EUAD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 15

  • J.Safra Asset Management Corp$40M
  • Alphadyne Asset Management LP$9M
  • Allen Investment Management, LLC$6M
  • GOLDMAN SACHS GROUP INC$5M
  • D. E. Shaw & Co., Inc.$2M
  • HRT FINANCIAL LP$1M

Full exits 5

  • Quadrature Capital Ltd$9M
  • BAROMETER CAPITAL MANAGEMENT INC.$2M
  • NOMURA ASSET MANAGEMENT CO LTD$2M
  • NEW WAVE WEALTH ADVISORS LLC$601K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$505K

Largest adds

  • MORGAN STANLEY$93M
  • JANE STREET GROUP, LLC$5M
  • UBS Group AG$4M
  • MYDA Advisors LLC$4M
  • OVERSEA-CHINESE BANKING Corp Ltd$4M
  • OPPENHEIMER & CO INC$3M

Largest trims

  • PFG Advisors$8M
  • Corient Private Wealth LLC$3M
  • LOOMIS SAYLES & CO L P$2M
  • Adams Wealth Management$1M
  • CacheTech Inc.$1M
  • Quantum Portfolio Management LLC$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added2,311,162$94M20.4%2026-Q1
BANK OF MONTREAL /CAN/ added1,045,050$43M9.2%2026-Q1
J.Safra Asset Management Corp new973,381$40M8.6%2026-Q1
OVERSEA-CHINESE BANKING Corp Ltd added583,250$23M5.1%2026-Q1
CacheTech Inc. trimmed354,609$14M3.1%2026-Q1
ROYAL BANK OF CANADA added336,886$14M3.0%2026-Q1
Adams Wealth Management trimmed334,839$14M3.0%2026-Q1
PATTEN & PATTEN INC/TN added272,380$11M2.4%2026-Q1
Alphadyne Asset Management LP new209,079$9M1.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added178,059$7M1.6%2026-Q1
JANE STREET GROUP, LLC added154,550$6M1.4%2026-Q1
Allen Investment Management, LLC new152,821$6M1.4%2026-Q1
CASTLEARK MANAGEMENT LLC147,000$6M1.3%2026-Q1
MYDA Advisors LLC added140,000$6M1.2%2026-Q1
OPPENHEIMER & CO INC added136,455$6M1.2%2026-Q1
UBS Group AG added129,714$5M1.1%2026-Q1
Ethos Financial Group, LLC added122,710$5M1.1%2026-Q1
Cetera Investment Advisers added117,906$5M1.0%2026-Q1
GOLDMAN SACHS GROUP INC new117,557$5M1.0%2026-Q1
NATIONAL BANK OF CANADA /FI/ added114,593$5M1.0%2026-Q1
Janney Montgomery Scott LLC added103,120$4M0.9%2026-Q1
CIBC WORLD MARKET INC. added100,781$4M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added98,457$4M0.9%2026-Q1
SHARPEPOINT LLC added94,984$4M0.8%2026-Q1
LOOMIS SAYLES & CO L P trimmed73,352$3M0.6%2026-Q1
Federation des caisses Desjardins du Quebec added70,265$3M0.6%2026-Q1
Corient Private Wealth LLC trimmed68,958$3M0.6%2026-Q1
Savvy Advisors, Inc. added66,953$3M0.6%2026-Q1
VIEWPOINT INVESTMENT PARTNERS CORP61,423$3M0.6%2026-Q1
MARSHALL WACE, LLP added63,308$3M0.6%2026-Q1
AVALON CAPITAL MANAGEMENT trimmed56,937$2M0.5%2026-Q1
TRUIST FINANCIAL CORP added54,729$2M0.5%2026-Q1
Cambridge Investment Research Advisors, Inc. added52,344$2M0.5%2026-Q1
D. E. Shaw & Co., Inc. added51,770$2M0.5%2026-Q1
Steward Partners Investment Advisory, LLC trimmed49,035$2M0.4%2026-Q1
Prospera Financial Services Inc added45,803$2M0.4%2026-Q1
Scarborough Advisors, LLC trimmed45,792$2M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added44,407$2M0.4%2026-Q1
Bright Futures Wealth Management, LLC. added44,158$2M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed41,511$2M0.4%2026-Q1
PFG Advisors trimmed38,031$2M0.3%2026-Q1
HRT FINANCIAL LP added36,160$1M0.3%2026-Q1
Sanctuary Advisors, LLC added35,734$1M0.3%2026-Q1
Creative Planning added32,349$1M0.3%2026-Q1
JAMES INVESTMENT RESEARCH, INC. trimmed32,241$1M0.3%2026-Q1
Bluesphere Advisors LLC trimmed30,502$1M0.3%2026-Q1
SCOTIA CAPITAL INC. added28,861$1M0.3%2026-Q1
Pekin Hardy Strauss, Inc. new26,770$1M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added26,550$1M0.2%2026-Q1
Financial Security Advisor, Inc. added26,228$1M0.2%2026-Q1
CITADEL ADVISORS LLC added25,604$1M0.2%2026-Q1
Financial Sense Advisors, Inc. added24,361$992K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new24,145$984K0.2%2026-Q1
PW Nova Financial Services LLC new24,023$979K0.2%2026-Q1
Laurel Wealth Advisors LLC added23,506$964K0.2%2026-Q1
PARK AVENUE SECURITIES LLC added23,568$960K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed21,333$869K0.2%2026-Q1
Terra Nova Asset Management LLC added21,210$864K0.2%2026-Q1
McAdam, LLC new20,776$846K0.2%2026-Q1
Town & Country Bank & Trust CO dba First Bankers Trust CO trimmed19,324$787K0.2%2026-Q1
Advisory Alpha, LLC trimmed18,835$767K0.2%2026-Q1
FRANKLIN RESOURCES INC new17,500$713K0.2%2026-Q1
Cerity Partners LLC added16,918$689K0.1%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich new16,598$677K0.1%2026-Q1
Castle Rock Wealth Management, LLC new15,674$665K0.1%2026-Q1
Raab & Moskowitz Asset Management LLC added16,012$652K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added16,013$652K0.1%2026-Q1
NVWM, LLC trimmed15,658$638K0.1%2026-Q1
MAGNOLIA CAPITAL MANAGEMENT LTD added15,485$631K0.1%2026-Q1
Per Stirling Capital Management, LLC.14,631$596K0.1%2026-Q1
Pilgrim Partners Asia Pte Ltd new14,600$595K0.1%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI trimmed14,177$578K0.1%2026-Q1
STIFEL FINANCIAL CORP added14,052$572K0.1%2026-Q1
LAVELLE CAPITAL LP trimmed13,568$553K0.1%2026-Q1
GFS Advisors, LLC new7,076$526K0.1%2026-Q1
HighTower Advisors, LLC added12,885$525K0.1%2026-Q1
Quantum Portfolio Management LLC trimmed12,654$516K0.1%2026-Q1
SMI Advisory Services, LLC added234,206$10M2.2%2025-Q2 stale
Quadrature Capital Ltd trimmed217,463$9M2.0%2025-Q4 stale
bLong Financial, LLC trimmed107,460$5M1.1%2025-Q3 stale
J.W. COLE ADVISORS, INC. added61,660$3M0.6%2025-Q3 stale
Ariose Capital Management Ltd64,662$3M0.6%2025-Q2 stale
Northeast Financial Consultants Inc new51,255$2M0.5%2025-Q2 stale
BAROMETER CAPITAL MANAGEMENT INC. added103,000$2M0.5%2025-Q4 stale
Trek Financial, LLC new41,188$2M0.4%2025-Q3 stale
NOMURA ASSET MANAGEMENT CO LTD new44,050$2M0.4%2025-Q4 stale
Oak Grove Capital LLC new43,000$2M0.4%2025-Q2 stale
HERBST GROUP, LLC trimmed36,609$2M0.4%2025-Q3 stale
HWG Holdings LP trimmed31,411$1M0.3%2025-Q3 stale
WCG Wealth Advisors LLC added29,650$1M0.3%2025-Q3 stale
TUDOR INVESTMENT CORP ET AL new40,000$1M0.3%2025-Q1 stale
Semmax Financial Advisors Inc. new29,255$1M0.3%2025-Q2 stale
SILVER OAK SECURITIES, INCORPORATED new24,682$1M0.2%2025-Q2 stale
Y-Intercept (Hong Kong) Ltd new17,454$820K0.2%2025-Q3 stale
Empowered Funds, LLC trimmed17,067$802K0.2%2025-Q3 stale
Belvedere Trading LLC added15,017$705K0.2%2025-Q3 stale
NEW WAVE WEALTH ADVISORS LLC new14,277$601K0.1%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed11,500$540K0.1%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,995$505K0.1%2025-Q4 stale
3EDGE Asset Management, LP trimmed10,495$493K0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership