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Institutional Ownership · SEC Form 13F

Who owns EUHY


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

101
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

21 tracked funds added or opened EUHY while 8 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

EUHY’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EUHY 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 101 tracked filers holding EUHY, 72 increased or opened the position and 26 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 EUHY 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

  • OneDigital Investment Advisors LLC$4M
  • Diversify Advisory Services, LLC$3M
  • JANE STREET GROUP, LLC$3M
  • UNITED CAPITAL FINANCIAL ADVISORS, LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • Simplicity Wealth,LLC$770K

Full exits 4

  • PARK AVENUE SECURITIES LLC$1M
  • Cambridge Investment Research Advisors, Inc.$755K
  • Quadrant Private Wealth Management, LLC$599K
  • WESBANCO BANK INC$525K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$18M
  • ASSETMARK, INC$10M
  • LPL Financial LLC$5M
  • Cetera Investment Advisers$5M
  • PNC Financial Services Group, Inc.$2M
  • Envestnet Portfolio Solutions, Inc.$1M

Largest trims

  • US BANCORP \DE\$3M
  • Patriot Financial Group Insurance Agency, LLC$2M
  • TRUIST FINANCIAL CORP$612K
  • Triad Wealth Partners, LLC$291K

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.

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added1,000,791$54M25.9%2026-Q2
LPL Financial LLC added394,155$21M10.2%2026-Q2
ASSETMARK, INC added304,427$16M7.9%2026-Q2
Cetera Investment Advisers added271,585$15M7.0%2026-Q2
MML INVESTORS SERVICES, LLC added152,771$8M3.9%2026-Q2
MORGAN STANLEY added147,734$8M3.8%2026-Q2
JPMORGAN CHASE & CO added137,404$7M3.5%2026-Q2
Envestnet Portfolio Solutions, Inc. added114,757$6M3.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added110,245$6M2.8%2026-Q2
Vestmark Advisory Solutions, Inc.82,733$4M2.1%2026-Q2
OneDigital Investment Advisors LLC new80,620$4M2.1%2026-Q2
AE Wealth Management LLC added73,411$4M1.9%2026-Q2
NorthCoast Asset Management LLC added70,116$4M1.8%2026-Q2
Kelly Financial Services LLC trimmed67,238$4M1.7%2026-Q2
Obsido Oy trimmed60,933$3M1.6%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added54,223$3M1.4%2026-Q2
Diversify Advisory Services, LLC new54,223$3M1.4%2026-Q2
Patriot Financial Group Insurance Agency, LLC trimmed48,868$3M1.3%2026-Q2
JANE STREET GROUP, LLC trimmed47,271$3M1.2%2026-Q2
JB Capital LLC added39,525$2M1.0%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC new36,829$2M0.9%2026-Q2
BANK OF AMERICA CORP /DE/ added33,513$2M0.9%2026-Q2
PNC Financial Services Group, Inc. added32,941$2M0.9%2026-Q2
Breakwater Investment Management trimmed26,647$1M0.7%2026-Q2
Triad Wealth Partners, LLC trimmed25,104$1M0.6%2026-Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added24,590$1M0.6%2026-Q2
OSAIC HOLDINGS, INC. added24,276$1M0.6%2026-Q2
CreativeOne Wealth, LLC trimmed23,479$1M0.6%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP new21,246$1M0.5%2026-Q2
Sanctuary Advisors, LLC added19,665$1M0.5%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC17,199$926K0.4%2026-Q2
Simplicity Wealth,LLC new14,292$770K0.4%2026-Q2
ShoreHaven Wealth Partners, LLC added13,823$745K0.4%2026-Q2
Summit Financial, LLC new10,439$562K0.3%2026-Q2
Invst, LLC added10,108$544K0.3%2026-Q2
Haven Private, LLC added10,058$542K0.3%2026-Q2
Synergy Asset Management, LLC added9,887$533K0.3%2026-Q2
TRUIST FINANCIAL CORP trimmed9,776$527K0.3%2026-Q2
Orion Porfolio Solutions, LLC added9,495$511K0.2%2026-Q2
Sequoia Financial Advisors, LLC trimmed9,344$503K0.2%2026-Q2
World Investment Advisors added8,895$469K0.2%2026-Q2
NewEdge Advisors, LLC added8,451$455K0.2%2026-Q2
Insight Wealth Strategies, LLC added7,969$427K0.2%2026-Q2
Global View Capital Management LLC trimmed7,845$423K0.2%2026-Q2
Wagner Wealth Management, Corp trimmed7,380$397K0.2%2026-Q2
Integrated Advisors Network LLC added7,330$395K0.2%2026-Q2
Advyzon Investment Management, LLC new7,166$386K0.2%2026-Q2
Transamerica Financial Advisors, LLC added6,873$370K0.2%2026-Q2
Keystone Financial Group added6,184$333K0.2%2026-Q2
Avantra Family Wealth, Inc. added5,939$320K0.2%2026-Q2
JONES FINANCIAL COMPANIES LLLP added5,741$308K0.1%2026-Q2
BANK OF MONTREAL /CAN/5,458$294K0.1%2026-Q2
Arax Advisory Partners added5,428$292K0.1%2026-Q2
Arkadios Wealth Advisors new5,376$290K0.1%2026-Q2
EHRLICH FINANCIAL GROUP new5,168$278K0.1%2026-Q2
Mutual Advisors, LLC new4,984$268K0.1%2026-Q2
Detalus Advisors, LLC new4,899$264K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS4,865$262K0.1%2026-Q2
BETO FINANCIAL GROUP, LLC added4,705$251K0.1%2026-Q2
Synergy Investment Management, LLC added4,519$243K0.1%2026-Q2
WETZEL INVESTMENT ADVISORS, INC. new4,493$242K0.1%2026-Q2
Two West Capital Advisors LLC new4,451$238K0.1%2026-Q2
Keebeck Wealth Management new4,067$219K0.1%2026-Q2
Ausdal Financial Partners, Inc. trimmed4,045$218K0.1%2026-Q2
Icon Wealth Advisors, LLC trimmed3,907$210K0.1%2026-Q2
INVESTED ADVISORS new3,808$205K0.1%2026-Q2
Cambridge Financial Group, LLC trimmed3,762$203K0.1%2026-Q2
Bank Julius Baer & Co. Ltd, Zurich added3,495$188K0.1%2026-Q2
EFG International AG new3,179$171K0.1%2026-Q2
GeoWealth Management, LLC added2,536$137K0.1%2026-Q2
ROYAL BANK OF CANADA2,173$117K0.1%2026-Q2
IFG Advisory, LLC new1,970$106K0.1%2026-Q2
Global Retirement Partners, LLC new1,435$77K0.0%2026-Q2
FIFTH THIRD BANCORP added1,225$66K0.0%2026-Q2
Rossby Financial, LCC added1,202$65K0.0%2026-Q2
Farther Finance Advisors, LLC new1,045$56K0.0%2026-Q2
Aptus Capital Advisors, LLC new823$44K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC736$39K0.0%2026-Q2
Federation des caisses Desjardins du Quebec695$37K0.0%2026-Q2
Vision Retirement, LLC new658$35K0.0%2026-Q2
TD Waterhouse Canada Inc.568$30K0.0%2026-Q2
LFA - Lugano Financial Advisors SA313$17K0.0%2026-Q2
LGT Financial Advisors LLC241$13K0.0%2026-Q2
PRIVATE TRUST CO NA184$10K0.0%2026-Q2
Rockefeller Capital Management L.P. new151$8K0.0%2026-Q2
Meramec Financial Planners, LLC new108$6K0.0%2026-Q2
Steward Partners Investment Advisory, LLC added101$5K0.0%2026-Q2
Pflug Koory, LLC86$5K0.0%2026-Q2
IFP Advisors, Inc added75$4K0.0%2026-Q2
VANGUARD ADVISERS INC new75$4K0.0%2026-Q2
Cornerstone Planning Group LLC trimmed69$4K0.0%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new66$4K0.0%2026-Q2
US BANCORP \DE\ trimmed43$2K0.0%2026-Q2
SYM FINANCIAL Corp new36$2K0.0%2026-Q2
Signature Equity Partners, LLC trimmed36$2K0.0%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new34$2K0.0%2026-Q2
FMR LLC trimmed26$1K0.0%2026-Q2
Continuum Advisory, LLC new21$1K0.0%2026-Q2
Silver Grove Financial Group, Inc. new18$9690.0%2026-Q2
UBS Group AG trimmed4$2150.0%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.

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