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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,311,162 | $94M | 20.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,045,050 | $43M | 9.2% | 2026-Q1 |
| J.Safra Asset Management Corp new | 973,381 | $40M | 8.6% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 583,250 | $23M | 5.1% | 2026-Q1 |
| CacheTech Inc. trimmed | 354,609 | $14M | 3.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 336,886 | $14M | 3.0% | 2026-Q1 |
| Adams Wealth Management trimmed | 334,839 | $14M | 3.0% | 2026-Q1 |
| PATTEN & PATTEN INC/TN added | 272,380 | $11M | 2.4% | 2026-Q1 |
| Alphadyne Asset Management LP new | 209,079 | $9M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 178,059 | $7M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 154,550 | $6M | 1.4% | 2026-Q1 |
| Allen Investment Management, LLC new | 152,821 | $6M | 1.4% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC | 147,000 | $6M | 1.3% | 2026-Q1 |
| MYDA Advisors LLC added | 140,000 | $6M | 1.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 136,455 | $6M | 1.2% | 2026-Q1 |
| UBS Group AG added | 129,714 | $5M | 1.1% | 2026-Q1 |
| Ethos Financial Group, LLC added | 122,710 | $5M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 117,906 | $5M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 117,557 | $5M | 1.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 114,593 | $5M | 1.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 103,120 | $4M | 0.9% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 100,781 | $4M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 98,457 | $4M | 0.9% | 2026-Q1 |
| SHARPEPOINT LLC added | 94,984 | $4M | 0.8% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 73,352 | $3M | 0.6% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 70,265 | $3M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 68,958 | $3M | 0.6% | 2026-Q1 |
| Savvy Advisors, Inc. added | 66,953 | $3M | 0.6% | 2026-Q1 |
| VIEWPOINT INVESTMENT PARTNERS CORP | 61,423 | $3M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 63,308 | $3M | 0.6% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT trimmed | 56,937 | $2M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 54,729 | $2M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 52,344 | $2M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 51,770 | $2M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 49,035 | $2M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 45,803 | $2M | 0.4% | 2026-Q1 |
| Scarborough Advisors, LLC trimmed | 45,792 | $2M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 44,407 | $2M | 0.4% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. added | 44,158 | $2M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 41,511 | $2M | 0.4% | 2026-Q1 |
| PFG Advisors trimmed | 38,031 | $2M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 36,160 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 35,734 | $1M | 0.3% | 2026-Q1 |
| Creative Planning added | 32,349 | $1M | 0.3% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 32,241 | $1M | 0.3% | 2026-Q1 |
| Bluesphere Advisors LLC trimmed | 30,502 | $1M | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 28,861 | $1M | 0.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. new | 26,770 | $1M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 26,550 | $1M | 0.2% | 2026-Q1 |
| Financial Security Advisor, Inc. added | 26,228 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 25,604 | $1M | 0.2% | 2026-Q1 |
| Financial Sense Advisors, Inc. added | 24,361 | $992K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 24,145 | $984K | 0.2% | 2026-Q1 |
| PW Nova Financial Services LLC new | 24,023 | $979K | 0.2% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 23,506 | $964K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 23,568 | $960K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 21,333 | $869K | 0.2% | 2026-Q1 |
| Terra Nova Asset Management LLC added | 21,210 | $864K | 0.2% | 2026-Q1 |
| McAdam, LLC new | 20,776 | $846K | 0.2% | 2026-Q1 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO trimmed | 19,324 | $787K | 0.2% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 18,835 | $767K | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 17,500 | $713K | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 16,918 | $689K | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich new | 16,598 | $677K | 0.1% | 2026-Q1 |
| Castle Rock Wealth Management, LLC new | 15,674 | $665K | 0.1% | 2026-Q1 |
| Raab & Moskowitz Asset Management LLC added | 16,012 | $652K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 16,013 | $652K | 0.1% | 2026-Q1 |
| NVWM, LLC trimmed | 15,658 | $638K | 0.1% | 2026-Q1 |
| MAGNOLIA CAPITAL MANAGEMENT LTD added | 15,485 | $631K | 0.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. | 14,631 | $596K | 0.1% | 2026-Q1 |
| Pilgrim Partners Asia Pte Ltd new | 14,600 | $595K | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 14,177 | $578K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 14,052 | $572K | 0.1% | 2026-Q1 |
| LAVELLE CAPITAL LP trimmed | 13,568 | $553K | 0.1% | 2026-Q1 |
| GFS Advisors, LLC new | 7,076 | $526K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 12,885 | $525K | 0.1% | 2026-Q1 |
| Quantum Portfolio Management LLC trimmed | 12,654 | $516K | 0.1% | 2026-Q1 |
| SMI Advisory Services, LLC added | 234,206 | $10M | 2.2% | 2025-Q2 stale |
| Quadrature Capital Ltd trimmed | 217,463 | $9M | 2.0% | 2025-Q4 stale |
| bLong Financial, LLC trimmed | 107,460 | $5M | 1.1% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 61,660 | $3M | 0.6% | 2025-Q3 stale |
| Ariose Capital Management Ltd | 64,662 | $3M | 0.6% | 2025-Q2 stale |
| Northeast Financial Consultants Inc new | 51,255 | $2M | 0.5% | 2025-Q2 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 103,000 | $2M | 0.5% | 2025-Q4 stale |
| Trek Financial, LLC new | 41,188 | $2M | 0.4% | 2025-Q3 stale |
| NOMURA ASSET MANAGEMENT CO LTD new | 44,050 | $2M | 0.4% | 2025-Q4 stale |
| Oak Grove Capital LLC new | 43,000 | $2M | 0.4% | 2025-Q2 stale |
| HERBST GROUP, LLC trimmed | 36,609 | $2M | 0.4% | 2025-Q3 stale |
| HWG Holdings LP trimmed | 31,411 | $1M | 0.3% | 2025-Q3 stale |
| WCG Wealth Advisors LLC added | 29,650 | $1M | 0.3% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL new | 40,000 | $1M | 0.3% | 2025-Q1 stale |
| Semmax Financial Advisors Inc. new | 29,255 | $1M | 0.3% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED new | 24,682 | $1M | 0.2% | 2025-Q2 stale |
| Y-Intercept (Hong Kong) Ltd new | 17,454 | $820K | 0.2% | 2025-Q3 stale |
| Empowered Funds, LLC trimmed | 17,067 | $802K | 0.2% | 2025-Q3 stale |
| Belvedere Trading LLC added | 15,017 | $705K | 0.2% | 2025-Q3 stale |
| NEW WAVE WEALTH ADVISORS LLC new | 14,277 | $601K | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 11,500 | $540K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,995 | $505K | 0.1% | 2025-Q4 stale |
| 3EDGE Asset Management, LP trimmed | 10,495 | $493K | 0.1% | 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.
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.