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-Q2 13F filings (latest filed 2026-09-02). 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
55 tracked funds added or opened EUFN while 26 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
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 2026-Q1 and 2026-Q2, across 231 tracked filers holding EUFN, 117 increased or opened the position and 103 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 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 17
- SCHRODER INVESTMENT MANAGEMENT GROUP$193M
- CITADEL ADVISORS LLC$22M
- Tidal Investments LLC$13M
- Phoenix Financial Ltd.$6M
- Envestnet Portfolio Solutions, Inc.$2M
- Y-Intercept (Hong Kong) Ltd$1M
Full exits 16
- Provida Pension Fund Administrator$131M
- JANE STREET GROUP, LLC$28M
- FLOW TRADERS U.S. LLC$20M
- Janney Montgomery Scott LLC$8M
- HighTower Advisors, LLC$4M
- Arlington Capital Management, Inc.$4M
Largest adds
- JPMORGAN CHASE & CO$159M
- MORGAN STANLEY$43M
- Fisher Asset Management, LLC$28M
- ENVESTNET ASSET MANAGEMENT INC$19M
- BANK OF AMERICA CORP /DE/$16M
- FMR LLC$13M
Largest trims
- 1607 Capital Partners, LLC$18M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- D. E. Shaw & Co., Inc.$1M
- SIG BROKERAGE, LP$905K
- Alaska Wealth Advisors, LLC$758K
- Parkway Wealth Management Group, LLC$684K
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 |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 18,725,785 | $730M | 30.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 13,232,405 | $512M | 21.5% | 2026-Q2 |
| MORGAN STANLEY added | 5,953,428 | $232M | 9.7% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 4,994,300 | $193M | 8.1% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 2,281,602 | $89M | 3.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,820,200 | $71M | 3.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,529,480 | $60M | 2.5% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,363,978 | $53M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 885,757 | $35M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 847,503 | $33M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 634,285 | $25M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 603,439 | $24M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 596,612 | $23M | 1.0% | 2026-Q2 |
| Azimuth Capital Investment Management LLC trimmed | 586,140 | $23M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 557,434 | $22M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 453,409 | $18M | 0.7% | 2026-Q2 |
| FMR LLC added | 406,958 | $16M | 0.7% | 2026-Q2 |
| Unisphere Establishment trimmed | 378,000 | $15M | 0.6% | 2026-Q2 |
| Tidal Investments LLC new | 337,623 | $13M | 0.6% | 2026-Q2 |
| SIG BROKERAGE, LP trimmed | 325,350 | $13M | 0.5% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 301,357 | $12M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 287,782 | $11M | 0.5% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 276,161 | $11M | 0.5% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. trimmed | 251,135 | $10M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 230,218 | $9M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 166,183 | $6M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 158,885 | $6M | 0.3% | 2026-Q2 |
| ANDERSON HOAGLAND & CO added | 151,757 | $6M | 0.2% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors trimmed | 144,340 | $6M | 0.2% | 2026-Q2 |
| Phoenix Financial Ltd. new | 143,250 | $6M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 111,940 | $4M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 111,123 | $4M | 0.2% | 2026-Q2 |
| Waterfront Wealth Inc. trimmed | 110,452 | $4M | 0.2% | 2026-Q2 |
| Ameliora Wealth Management Ltd. trimmed | 106,150 | $4M | 0.2% | 2026-Q2 |
| Viewpoint Capital Management LLC trimmed | 103,632 | $4M | 0.2% | 2026-Q2 |
| Evergreen Private Wealth LLC trimmed | 96,040 | $4M | 0.2% | 2026-Q2 |
| North Star Investment Management Corp. trimmed | 94,812 | $4M | 0.2% | 2026-Q2 |
| Spruce Point Capital Management, LLC trimmed | 90,000 | $4M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 85,218 | $3M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 84,846 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 78,036 | $3M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 77,785 | $3M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 77,416 | $3M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 74,190 | $3M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 61,052 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 61,016 | $2M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 55,582 | $2M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 48,195 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 47,414 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 42,145 | $2M | 0.1% | 2026-Q2 |
| Aspen Grove Capital, LLC trimmed | 41,738 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 39,401 | $2M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 39,341 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 36,646 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 33,309 | $1M | 0.0% | 2026-Q2 |
| &PARTNERS added | 31,702 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 31,137 | $1M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA | 31,020 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 30,811 | $1M | 0.1% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 30,655 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 30,445 | $1M | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 28,754 | $1M | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 28,725 | $1M | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 28,437 | $1M | 0.0% | 2026-Q2 |
| Ethos Financial Group, LLC added | 28,313 | $1M | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,487 | $1M | 0.0% | 2026-Q2 |
| Advocate Investing Services LLC | 25,740 | $1M | 0.0% | 2026-Q2 |
| Alaska Wealth Advisors, LLC trimmed | 25,056 | $977K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 24,597 | $959K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 23,846 | $930K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 23,750 | $926K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 23,007 | $897K | 0.0% | 2026-Q2 |
| Parkway Wealth Management Group, LLC trimmed | 22,521 | $878K | 0.0% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 21,951 | $856K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 21,492 | $838K | 0.0% | 2026-Q2 |
| GAM Holding AG trimmed | 20,535 | $801K | 0.0% | 2026-Q2 |
| JB Capital LLC new | 19,907 | $776K | 0.0% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 19,233 | $750K | 0.0% | 2026-Q2 |
| Hedges Asset Management LLC trimmed | 19,000 | $741K | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 17,774 | $728K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 17,774 | $728K | 0.0% | 2026-Q2 |
| Strait & Sound Wealth Management LLC trimmed | 17,346 | $676K | 0.0% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 15,500 | $604K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 15,057 | $587K | 0.0% | 2026-Q2 |
| 17 CAPITAL PARTNERS, LLC added | 14,039 | $547K | 0.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC | 14,000 | $546K | 0.0% | 2026-Q2 |
| HB Wealth Management, LLC | 13,846 | $540K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 13,650 | $532K | 0.0% | 2026-Q2 |
| Cambria Investment Management, L.P. new | 13,438 | $524K | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 13,249 | $517K | 0.0% | 2026-Q2 |
| Simplicity Wealth,LLC new | 13,220 | $515K | 0.0% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 13,161 | $513K | 0.0% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC trimmed | 13,063 | $509K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 12,975 | $506K | 0.0% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 12,802 | $499K | 0.0% | 2026-Q2 |
| Parcion Private Wealth LLC | 12,650 | $493K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,579 | $505K | 0.0% | 2026-Q2 |
| BEACON FINANCIAL GROUP new | 11,865 | $463K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 10,887 | $424K | 0.0% | 2026-Q2 |
| GFS Advisors, LLC new | 951 | $550K | 0.0% | 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.