Who owns EUFN
Which tracked institutional funds hold EUFN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EUFN 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
26 tracked funds added or opened EUFN while 54 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
EUFN’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EUFN 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 222 tracked filers holding EUFN, 104 increased or opened the position and 101 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 EUFN 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 9
- SIG BROKERAGE, LP$14M
- Marathon Trading Investment Management LLC$3M
- DRW Securities, LLC$2M
- EXENCIAL WEALTH ADVISORS, LLC$2M
- Squarepoint Ops LLC$2M
- Bright Futures Wealth Management, LLC.$1M
Full exits 19
- Provida Pension Fund Administrator$164M
- TD Asset Management Inc$46M
- OLD MISSION CAPITAL LLC$7M
- Empowered Funds, LLC$7M
- MARSHALL WACE, LLP$7M
- TUDOR INVESTMENT CORP ET AL$5M
Largest adds
- JPMORGAN CHASE & CO$84M
- JANE STREET GROUP, LLC$24M
- FLOW TRADERS U.S. LLC$19M
- VICTORY CAPITAL MANAGEMENT INC$9M
- Bank Julius Baer & Co. Ltd, Zurich$5M
- UBS Group AG$4M
Largest trims
- Fisher Asset Management, LLC$671M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$143M
- Mirae Asset Global Investments Co., Ltd.$42M
- 1607 Capital Partners, LLC$34M
- Parkway Wealth Management Group, LLC$33M
- MORGAN STANLEY$13M
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 |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 20,156,872 | $702M | 31.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 10,577,254 | $354M | 16.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,437,244 | $189M | 8.6% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 3,073,192 | $107M | 4.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,711,561 | $60M | 2.7% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,285,082 | $45M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,159,840 | $40M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 895,770 | $31M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 808,678 | $28M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 678,039 | $24M | 1.1% | 2026-Q1 |
| LPL Financial LLC added | 647,958 | $23M | 1.0% | 2026-Q1 |
| Azimuth Capital Investment Management LLC added | 597,745 | $21M | 0.9% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 577,432 | $20M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 467,742 | $16M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 450,340 | $16M | 0.7% | 2026-Q1 |
| Unisphere Establishment trimmed | 441,500 | $15M | 0.7% | 2026-Q1 |
| SIG BROKERAGE, LP new | 389,966 | $14M | 0.6% | 2026-Q1 |
| UBS Group AG added | 317,776 | $11M | 0.5% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. trimmed | 260,395 | $9M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 258,530 | $9M | 0.4% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 227,680 | $8M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 224,959 | $8M | 0.4% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 151,461 | $5M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 146,930 | $5M | 0.2% | 2026-Q1 |
| Westview Management dba Westview Investment Advisors trimmed | 145,345 | $5M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 142,463 | $5M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 138,150 | $5M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 127,093 | $4M | 0.2% | 2026-Q1 |
| Arlington Capital Management, Inc. trimmed | 124,124 | $4M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 120,000 | $4M | 0.2% | 2026-Q1 |
| Viewpoint Capital Management LLC trimmed | 115,604 | $4M | 0.2% | 2026-Q1 |
| Waterfront Wealth Inc. added | 114,422 | $4M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 108,362 | $4M | 0.2% | 2026-Q1 |
| Ameliora Wealth Management Ltd. added | 107,572 | $4M | 0.2% | 2026-Q1 |
| North Star Investment Management Corp. trimmed | 100,247 | $3M | 0.2% | 2026-Q1 |
| Evergreen Private Wealth LLC added | 97,037 | $3M | 0.2% | 2026-Q1 |
| Spruce Point Capital Management, LLC trimmed | 94,000 | $3M | 0.1% | 2026-Q1 |
| FMR LLC added | 90,009 | $3M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 86,457 | $3M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 87,786 | $3M | 0.1% | 2026-Q1 |
| Marathon Trading Investment Management LLC new | 74,003 | $3M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 73,909 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 73,313 | $3M | 0.1% | 2026-Q1 |
| Banco de Sabadell, S.A added | 75,728 | $3M | 0.1% | 2026-Q1 |
| DRW Securities, LLC added | 71,673 | $2M | 0.1% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC new | 71,309 | $2M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 70,758 | $2M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 69,683 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 67,691 | $2M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 62,554 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 57,520 | $2M | 0.1% | 2026-Q1 |
| Aspen Grove Capital, LLC trimmed | 53,595 | $2M | 0.1% | 2026-Q1 |
| Alaska Wealth Advisors, LLC trimmed | 49,769 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 48,954 | $2M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 45,617 | $2M | 0.1% | 2026-Q1 |
| Parkway Wealth Management Group, LLC trimmed | 41,976 | $2M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 41,688 | $1M | 0.1% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 41,482 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 38,295 | $1M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 38,927 | $1M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 36,230 | $1M | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 32,909 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 32,692 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS added | 31,272 | $1M | 0.0% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 31,020 | $1M | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 29,614 | $1M | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 29,238 | $1M | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 28,082 | $979K | 0.0% | 2026-Q1 |
| Ethos Financial Group, LLC added | 27,677 | $965K | 0.0% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 25,774 | $898K | 0.0% | 2026-Q1 |
| Advocate Investing Services LLC | 25,740 | $897K | 0.0% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 24,511 | $854K | 0.0% | 2026-Q1 |
| Provida Pension Fund Administrator trimmed | 4,422,995 | $164M | 7.4% | 2025-Q4 stale |
| TD Asset Management Inc | 1,243,902 | $46M | 2.1% | 2025-Q4 stale |
| CW Advisors, LLC added | 849,120 | $27M | 1.2% | 2025-Q2 stale |
| Bensler, LLC new | 672,430 | $21M | 1.0% | 2025-Q2 stale |
| bLong Financial, LLC trimmed | 283,936 | $10M | 0.4% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 196,727 | $7M | 0.3% | 2025-Q4 stale |
| Empowered Funds, LLC added | 189,037 | $7M | 0.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 180,748 | $7M | 0.3% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC trimmed | 171,090 | $6M | 0.3% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 145,946 | $5M | 0.2% | 2025-Q4 stale |
| PINEBRIDGE INVESTMENTS LLC new | 128,921 | $5M | 0.2% | 2025-Q4 stale |
| Cumberland Partners Ltd trimmed | 126,135 | $5M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 106,564 | $4M | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 94,500 | $4M | 0.2% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 82,220 | $3M | 0.1% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. added | 57,010 | $2M | 0.1% | 2025-Q4 stale |
| PINEBRIDGE INVESTMENTS, L.P. added | 56,029 | $2M | 0.1% | 2025-Q3 stale |
| Alaska Permanent Fund Corp | 64,233 | $2M | 0.1% | 2025-Q1 stale |
| GAM Holding AG new | 51,000 | $2M | 0.1% | 2025-Q4 stale |
| Fluent Financial, LLC new | 47,779 | $2M | 0.1% | 2025-Q4 stale |
| Fifth Third Securities, Inc. new | 53,094 | $2M | 0.1% | 2025-Q2 stale |
| Balefire, LLC trimmed | 46,967 | $2M | 0.1% | 2025-Q3 stale |
| COMERICA BANK trimmed | 32,071 | $1M | 0.1% | 2025-Q4 stale |
| Algorithmic Investment Models, LLC trimmed | 33,373 | $1M | 0.1% | 2025-Q3 stale |
| BTG Pactual Asset Management US LLC added | 32,563 | $928K | 0.0% | 2025-Q1 stale |
| Quantum Portfolio Management LLC added | 25,560 | $878K | 0.0% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 26,691 | $844K | 0.0% | 2025-Q2 stale |
| Client First Investment Management LLC new | 24,490 | $841K | 0.0% | 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.