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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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

78
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on EUHY is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 1 trimmed or exited — on balance accumulating.

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 2025-Q4 and 2026-Q1, across 78 tracked filers holding EUHY, 66 increased or opened the position and 11 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 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 21

  • ENVESTNET ASSET MANAGEMENT INC$36M
  • Cetera Investment Advisers$10M
  • MML INVESTORS SERVICES, LLC$7M
  • JPMORGAN CHASE & CO$7M
  • ASSETMARK, INC$6M
  • Envestnet Portfolio Solutions, Inc.$5M

Full exits 1

  • JANE STREET GROUP, LLC$7M

Largest adds

  • LPL Financial LLC$14M
  • MORGAN STANLEY$6M
  • COMMONWEALTH EQUITY SERVICES, LLC$5M
  • Patriot Financial Group Insurance Agency, LLC$2M
  • US BANCORP \DE\$956K
  • AE Wealth Management LLC$463K

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).

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added685,300$36M22.1%2026-Q1
LPL Financial LLC added317,198$17M10.2%2026-Q1
Cetera Investment Advisers new192,512$10M6.2%2026-Q1
MORGAN STANLEY added139,476$7M4.5%2026-Q1
MML INVESTORS SERVICES, LLC added132,035$7M4.2%2026-Q1
JPMORGAN CHASE & CO added132,478$7M4.2%2026-Q1
ASSETMARK, INC new116,068$6M3.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added103,096$5M3.3%2026-Q1
Envestnet Portfolio Solutions, Inc. new91,348$5M2.9%2026-Q1
Patriot Financial Group Insurance Agency, LLC added91,136$5M2.9%2026-Q1
Vestmark Advisory Solutions, Inc. new82,733$4M2.7%2026-Q1
NorthCoast Asset Management LLC added68,186$4M2.2%2026-Q1
Kelly Financial Services LLC added68,060$4M2.2%2026-Q1
Obsido Oy trimmed61,138$3M2.0%2026-Q1
AE Wealth Management LLC added58,688$3M1.9%2026-Q1
US BANCORP \DE\ added54,935$3M1.8%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new48,369$3M1.6%2026-Q1
JB Capital LLC new35,759$2M1.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed33,002$2M1.1%2026-Q1
Triad Wealth Partners, LLC new31,046$2M1.0%2026-Q1
Breakwater Investment Management trimmed27,896$1M0.9%2026-Q1
PARK AVENUE SECURITIES LLC new27,061$1M0.9%2026-Q1
CreativeOne Wealth, LLC new24,867$1M0.8%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new22,668$1M0.7%2026-Q1
TRUIST FINANCIAL CORP added21,709$1M0.7%2026-Q1
Sanctuary Advisors, LLC added18,040$946K0.6%2026-Q1
OSAIC HOLDINGS, INC. added17,565$921K0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new17,199$902K0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added14,397$755K0.5%2026-Q1
ShoreHaven Wealth Partners, LLC new13,694$718K0.4%2026-Q1
Quadrant Private Wealth Management, LLC new11,417$599K0.4%2026-Q1
Sequoia Financial Advisors, LLC new10,661$559K0.3%2026-Q1
WESBANCO BANK INC10,000$525K0.3%2026-Q1
Invst, LLC new9,962$523K0.3%2026-Q1
Orion Porfolio Solutions, LLC new9,387$492K0.3%2026-Q1
World Investment Advisors new8,700$456K0.3%2026-Q1
Synergy Asset Management, LLC added8,534$448K0.3%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC new8,058$423K0.3%2026-Q1
Insight Wealth Strategies, LLC added7,702$404K0.2%2026-Q1
Wagner Wealth Management, Corp added7,614$399K0.2%2026-Q1
Haven Private, LLC added6,951$365K0.2%2026-Q1
Keystone Financial Group new5,832$306K0.2%2026-Q1
Avantra Family Wealth, Inc. new5,766$303K0.2%2026-Q1
Integrated Advisors Network LLC new5,642$296K0.2%2026-Q1
BANK OF MONTREAL /CAN/5,458$286K0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added5,177$272K0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS4,865$255K0.2%2026-Q1
Icon Wealth Advisors, LLC new4,743$252K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed4,557$239K0.1%2026-Q1
BETO FINANCIAL GROUP, LLC new4,413$235K0.1%2026-Q1
Ausdal Financial Partners, Inc. new4,110$216K0.1%2026-Q1
Transamerica Financial Advisors, LLC new3,756$197K0.1%2026-Q1
Synergy Investment Management, LLC new3,714$195K0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added3,606$188K0.1%2026-Q1
GeoWealth Management, LLC new2,510$132K0.1%2026-Q1
ROYAL BANK OF CANADA added2,173$114K0.1%2026-Q1
Arax Advisory Partners new1,321$69K0.0%2026-Q1
FIFTH THIRD BANCORP new1,156$61K0.0%2026-Q1
Ameritas Advisory Services, LLC new851$45K0.0%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich trimmed847$44K0.0%2026-Q1
BlackRock, Inc. added790$41K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC736$39K0.0%2026-Q1
Federation des caisses Desjardins du Quebec new695$36K0.0%2026-Q1
TD Waterhouse Canada Inc.568$30K0.0%2026-Q1
Rossby Financial, LCC new450$24K0.0%2026-Q1
Advisory Services Network, LLC trimmed312$16K0.0%2026-Q1
LFA - Lugano Financial Advisors SA313$16K0.0%2026-Q1
LGT Financial Advisors LLC new241$13K0.0%2026-Q1
Cornerstone Planning Group LLC new204$11K0.0%2026-Q1
PRIVATE TRUST CO NA new184$10K0.0%2026-Q1
FMR LLC new158$8K0.0%2026-Q1
UBS Group AG trimmed115$6K0.0%2026-Q1
Steward Partners Investment Advisory, LLC new100$5K0.0%2026-Q1
Pflug Koory, LLC86$5K0.0%2026-Q1
IFP Advisors, Inc added58$3K0.0%2026-Q1
Signature Equity Partners, LLC new46$2K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC. new17$1K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed0$250.0%2026-Q1
JANE STREET GROUP, LLC added130,260$7M4.3%2025-Q4 stale
Freedom Investment Management, Inc. trimmed16,761$920K0.6%2025-Q2 stale
Global View Capital Management LLC added8,224$457K0.3%2025-Q3 stale
Cambridge Financial Group, LLC7,524$377K0.2%2025-Q4 stale
Hyposwiss Advisors SA new6,420$342K0.2%2025-Q4 stale
Bank of New York Mellon Corp trimmed5,648$314K0.2%2025-Q3 stale
GOLDMAN SACHS GROUP INC trimmed3,993$213K0.1%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new1,472$81K0.0%2025-Q2 stale
Kestra Advisory Services, LLC new820$44K0.0%2025-Q4 stale
Capital A Wealth Management, LLC added810$40K0.0%2025-Q2 stale
COMERICA BANK145$8K0.0%2025-Q4 stale
Financial Gravity Asset Management, Inc.7$3890.0%2025-Q3 stale
Financial Gravity Companies, Inc. trimmed7$3840.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

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