Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened EUAD while 33 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.0% 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 2026-Q1 and 2026-Q2, across 166 tracked filers holding EUAD, 66 increased or opened the position and 92 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 2026-Q1 and 2026-Q2 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 7
- Robinhood Asset Management, LLC$18M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
- Trek Financial, LLC$7M
- Creek Drive Management Group LLC$2M
- OneDigital Investment Advisors LLC$2M
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$590K
Full exits 15
- Alphadyne Asset Management LP$9M
- JANE STREET GROUP, LLC$6M
- MYDA Advisors LLC$6M
- Janney Montgomery Scott LLC$4M
- MARSHALL WACE, LLP$3M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- MORGAN STANLEY$14M
- Allen Investment Management, LLC$3M
- J.Safra Asset Management Corp$3M
- OVERSEA-CHINESE BANKING Corp Ltd$2M
- PATTEN & PATTEN INC/TN$2M
- CacheTech Inc.$2M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- CASTLEARK MANAGEMENT LLC$5M
- GOLDMAN SACHS GROUP INC$4M
- OPPENHEIMER & CO INC$3M
- ROYAL BANK OF CANADA$2M
- AVALON CAPITAL MANAGEMENT$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,556,125 | $108M | 25.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,004,379 | $42M | 10.0% | 2026-Q2 |
| J.Safra Asset Management Corp added | 1,002,216 | $42M | 10.0% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 608,379 | $26M | 6.0% | 2026-Q2 |
| Robinhood Asset Management, LLC new | 427,481 | $18M | 4.3% | 2026-Q2 |
| CacheTech Inc. added | 380,878 | $16M | 3.8% | 2026-Q2 |
| Adams Wealth Management added | 353,280 | $15M | 3.5% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 305,520 | $13M | 3.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 288,381 | $12M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 272,454 | $11M | 2.7% | 2026-Q2 |
| Allen Investment Management, LLC added | 219,011 | $9M | 2.2% | 2026-Q2 |
| Trek Financial, LLC added | 174,324 | $7M | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 117,493 | $5M | 1.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 117,250 | $5M | 1.2% | 2026-Q2 |
| SHARPEPOINT LLC added | 117,076 | $5M | 1.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 109,124 | $5M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 90,047 | $4M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 78,042 | $3M | 0.8% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 68,961 | $3M | 0.7% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 64,185 | $3M | 0.6% | 2026-Q2 |
| VIEWPOINT INVESTMENT PARTNERS CORP added | 62,261 | $3M | 0.7% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 60,490 | $3M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 56,635 | $2M | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc added | 54,621 | $2M | 0.5% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 53,326 | $2M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 49,578 | $2M | 0.5% | 2026-Q2 |
| Creek Drive Management Group LLC new | 47,000 | $2M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 45,813 | $2M | 0.5% | 2026-Q2 |
| Scarborough Advisors, LLC trimmed | 45,072 | $2M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 44,192 | $2M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 43,767 | $2M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 42,824 | $2M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 39,427 | $2M | 0.4% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 32,645 | $1M | 0.3% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 32,517 | $1M | 0.3% | 2026-Q2 |
| Bluesphere Advisors LLC added | 31,963 | $1M | 0.3% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC trimmed | 30,800 | $1M | 0.3% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 29,199 | $1M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 28,519 | $1M | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 28,339 | $1M | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 27,984 | $1M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 25,896 | $1M | 0.3% | 2026-Q2 |
| Financial Security Advisor, Inc. trimmed | 24,121 | $1M | 0.2% | 2026-Q2 |
| Laurel Wealth Advisors LLC trimmed | 23,430 | $988K | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 23,288 | $982K | 0.2% | 2026-Q2 |
| Terra Nova Asset Management LLC added | 22,395 | $945K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 22,318 | $941K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 22,138 | $934K | 0.2% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 21,509 | $907K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 20,343 | $858K | 0.2% | 2026-Q2 |
| McAdam, LLC trimmed | 20,326 | $857K | 0.2% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 18,549 | $782K | 0.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 18,175 | $754K | 0.2% | 2026-Q2 |
| PW Nova Financial Services LLC trimmed | 18,037 | $761K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 17,500 | $738K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 17,490 | $738K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 17,416 | $735K | 0.2% | 2026-Q2 |
| Pilgrim Partners Asia Pte Ltd added | 17,400 | $734K | 0.2% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC added | 17,011 | $718K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 16,778 | $708K | 0.2% | 2026-Q2 |
| NVWM, LLC added | 15,702 | $662K | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 14,683 | $628K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 14,251 | $601K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 14,194 | $599K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 13,977 | $590K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 13,110 | $553K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 12,625 | $533K | 0.1% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 12,071 | $509K | 0.1% | 2026-Q2 |
| AlTi Global, Inc. | 11,440 | $483K | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. added | 11,060 | $467K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 11,031 | $465K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 10,351 | $437K | 0.1% | 2026-Q2 |
| Vigil Wealth Management, LLC | 10,329 | $436K | 0.1% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 10,295 | $434K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC | 10,260 | $433K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,798 | $413K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC | 9,427 | $398K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 9,350 | $394K | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 9,094 | $384K | 0.1% | 2026-Q2 |
| StoneX Group Inc. added | 8,829 | $371K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 8,707 | $367K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 8,633 | $364K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 8,121 | $343K | 0.1% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed | 8,089 | $341K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 7,875 | $332K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 7,623 | $322K | 0.1% | 2026-Q2 |
| &PARTNERS | 7,450 | $314K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 7,213 | $304K | 0.1% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 7,150 | $291K | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. new | 7,074 | $298K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 7,032 | $297K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,963 | $294K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 6,874 | $290K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,656 | $281K | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 6,585 | $278K | 0.1% | 2026-Q2 |
| SSA SWISS ADVISORS AG | 6,521 | $275K | 0.1% | 2026-Q2 |
| BFI Infinity Ltd. | 6,093 | $257K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,035 | $256K | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC | 6,011 | $254K | 0.1% | 2026-Q2 |
| GenTrust, LLC | 5,937 | $250K | 0.1% | 2026-Q2 |
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.
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.