Who owns EUSA (EUSA)
Which tracked institutional funds hold EUSA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EUSA 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
29 tracked funds added or opened EUSA while 28 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
EUSA’s largest tracked holder by dollar value, STIFEL FINANCIAL CORP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EUSA 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 149 tracked filers holding EUSA, 84 increased or opened the position and 49 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 EUSA 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 2
- BROWN BROTHERS HARRIMAN & CO$2M
- JANE STREET GROUP, LLC$928K
Full exits 5
- Running Point Capital Advisors, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- CITADEL ADVISORS LLC$2M
- Global Retirement Partners, LLC$931K
- Tolleson Wealth Management, Inc.$825K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28M
- STIFEL FINANCIAL CORP$26M
- LPL Financial LLC$12M
- WELLS FARGO & COMPANY/MN$8M
- Cerity Partners LLC$6M
- Elmwood Wealth Management, Inc.$2M
Largest trims
- BlackRock, Inc.$7M
- DAVIDSON INVESTMENT ADVISORS$6M
- GOLDMAN SACHS GROUP INC$6M
- OSAIC HOLDINGS, INC.$3M
- BANK OF AMERICA CORP /DE/$2M
- Legacy PCG, LLC$2M
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 |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP added | 2,072,745 | $211M | 18.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,069,198 | $109M | 9.7% | 2026-Q1 |
| Henshaw Capital LLC | 774,400 | $79M | 7.0% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 383,497 | $39M | 3.5% | 2026-Q1 |
| GenTrust, LLC trimmed | 369,074 | $38M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 337,383 | $34M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 313,466 | $32M | 2.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 295,476 | $30M | 2.7% | 2026-Q1 |
| Calydon Capital added | 283,886 | $29M | 2.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 278,805 | $28M | 2.5% | 2026-Q1 |
| LPL Financial LLC added | 269,691 | $27M | 2.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 264,412 | $27M | 2.4% | 2026-Q1 |
| Arkadios Wealth Advisors added | 251,323 | $26M | 2.3% | 2026-Q1 |
| Private Advisory Group LLC trimmed | 207,072 | $21M | 1.9% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS trimmed | 191,947 | $18M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 176,282 | $18M | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 168,198 | $17M | 1.5% | 2026-Q1 |
| Crews Bank & Trust trimmed | 145,382 | $15M | 1.3% | 2026-Q1 |
| Ironwood Financial, llc trimmed | 119,654 | $12M | 1.1% | 2026-Q1 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added | 100,000 | $10M | 0.9% | 2026-Q1 |
| Swisher Financial Concepts, Inc. trimmed | 83,690 | $9M | 0.8% | 2026-Q1 |
| Financial Architects, LLC added | 81,715 | $8M | 0.7% | 2026-Q1 |
| PALLADIEM, LLC trimmed | 79,327 | $8M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 76,673 | $8M | 0.7% | 2026-Q1 |
| Genesis Wealth Advisors, LLC added | 76,627 | $8M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 67,118 | $7M | 0.6% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 62,653 | $6M | 0.6% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 60,835 | $6M | 0.6% | 2026-Q1 |
| UBS Group AG added | 54,877 | $6M | 0.5% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 45,667 | $5M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 40,880 | $4M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 39,845 | $4M | 0.4% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 39,264 | $4M | 0.4% | 2026-Q1 |
| L2 Asset Management, LLC added | 38,551 | $4M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 37,248 | $4M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 35,183 | $4M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 64,456 | $3M | 0.3% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 31,861 | $3M | 0.3% | 2026-Q1 |
| Stratos Investment Management, LLC added | 27,839 | $3M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 25,514 | $3M | 0.2% | 2026-Q1 |
| LBMC INVESTMENT ADVISORS, LLC added | 25,016 | $3M | 0.2% | 2026-Q1 |
| ZWJ INVESTMENT COUNSEL INC added | 24,739 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 23,837 | $2M | 0.2% | 2026-Q1 |
| Pembroke Management, LTD | 23,623 | $2M | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 21,356 | $2M | 0.2% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 20,628 | $2M | 0.2% | 2026-Q1 |
| FMR LLC added | 20,509 | $2M | 0.2% | 2026-Q1 |
| XY Planning Network, Inc. added | 19,898 | $2M | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 18,974 | $2M | 0.2% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO new | 18,084 | $2M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 17,911 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 17,626 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 17,108 | $2M | 0.2% | 2026-Q1 |
| Selby Wealth Management, LLC trimmed | 16,628 | $2M | 0.2% | 2026-Q1 |
| SHUFRO ROSE & CO LLC trimmed | 16,235 | $2M | 0.1% | 2026-Q1 |
| KLINGENSTEIN FIELDS & CO LP | 16,000 | $2M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 15,650 | $2M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 15,644 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,813 | $2M | 0.1% | 2026-Q1 |
| Bangor Savings Bank trimmed | 14,421 | $1M | 0.1% | 2026-Q1 |
| GSG Advisors LLC added | 14,381 | $1M | 0.1% | 2026-Q1 |
| Gilbert Capital Group, Inc. trimmed | 14,380 | $1M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 14,529 | $1M | 0.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 14,005 | $1M | 0.1% | 2026-Q1 |
| Goodman Financial Corp added | 13,725 | $1M | 0.1% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 13,691 | $1M | 0.1% | 2026-Q1 |
| Crescent Grove Advisors, LLC added | 12,208 | $1M | 0.1% | 2026-Q1 |
| Benchmark Financial Wealth Advisors, LLC trimmed | 11,991 | $1M | 0.1% | 2026-Q1 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC trimmed | 11,474 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 11,138 | $1M | 0.1% | 2026-Q1 |
| Sage Investment Counsel LLC added | 10,735 | $1M | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 10,617 | $1M | 0.1% | 2026-Q1 |
| Finley Financial, LLC added | 10,560 | $1M | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer | 9,974 | $1M | 0.1% | 2026-Q1 |
| Dorsey & Whitney Trust CO LLC | 9,422 | $959K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 9,116 | $928K | 0.1% | 2026-Q1 |
| McLean Asset Management Corp | 9,095 | $926K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 8,831 | $899K | 0.1% | 2026-Q1 |
| WEBSTER BANK, N. A. added | 8,449 | $860K | 0.1% | 2026-Q1 |
| Aspire Growth Partners LLC added | 8,266 | $841K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 8,086 | $824K | 0.1% | 2026-Q1 |
| Delta Wealth Advisors LLC trimmed | 7,912 | $805K | 0.1% | 2026-Q1 |
| YHB Investment Advisors, Inc. | 7,700 | $784K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 6,709 | $694K | 0.1% | 2026-Q1 |
| LCW Services, LLC added | 6,667 | $679K | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 821,648 | $81M | 7.3% | 2025-Q2 stale |
| M&T Bank Corp | 167,099 | $17M | 1.5% | 2025-Q2 stale |
| Running Point Capital Advisors, LLC trimmed | 64,070 | $7M | 0.6% | 2025-Q4 stale |
| HSBC HOLDINGS PLC new | 53,076 | $5M | 0.4% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 42,200 | $4M | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 23,563 | $2M | 0.2% | 2025-Q4 stale |
| Virtu Financial LLC added | 21,390 | $2M | 0.2% | 2025-Q3 stale |
| TRANSCEND CAPITAL ADVISORS, LLC added | 14,512 | $1M | 0.1% | 2025-Q3 stale |
| Cyndeo Wealth Partners, LLC added | 12,960 | $1M | 0.1% | 2025-Q3 stale |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 12,000 | $1M | 0.1% | 2025-Q3 stale |
| Ameraudi Asset Management, Inc. trimmed | 11,534 | $1M | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 10,268 | $1M | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 9,010 | $931K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 9,209 | $913K | 0.1% | 2025-Q2 stale |
| Tolleson Wealth Management, Inc. | 7,978 | $825K | 0.1% | 2025-Q4 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.