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Institutional Ownership · SEC Form 13F

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.

149
Institutional holders
10,234,353
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
STIFEL FINANCIAL CORP added2,072,745$211M18.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,069,198$109M9.7%2026-Q1
Henshaw Capital LLC774,400$79M7.0%2026-Q1
Strategic Financial Services, Inc. added383,497$39M3.5%2026-Q1
GenTrust, LLC trimmed369,074$38M3.4%2026-Q1
MORGAN STANLEY added337,383$34M3.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed313,466$32M2.9%2026-Q1
D.A. DAVIDSON & CO. trimmed295,476$30M2.7%2026-Q1
Calydon Capital added283,886$29M2.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added278,805$28M2.5%2026-Q1
LPL Financial LLC added269,691$27M2.5%2026-Q1
HighTower Advisors, LLC added264,412$27M2.4%2026-Q1
Arkadios Wealth Advisors added251,323$26M2.3%2026-Q1
Private Advisory Group LLC trimmed207,072$21M1.9%2026-Q1
DAVIDSON INVESTMENT ADVISORS trimmed191,947$18M1.6%2026-Q1
Cetera Investment Advisers added176,282$18M1.6%2026-Q1
WELLS FARGO & COMPANY/MN added168,198$17M1.5%2026-Q1
Crews Bank & Trust trimmed145,382$15M1.3%2026-Q1
Ironwood Financial, llc trimmed119,654$12M1.1%2026-Q1
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added100,000$10M0.9%2026-Q1
Swisher Financial Concepts, Inc. trimmed83,690$9M0.8%2026-Q1
Financial Architects, LLC added81,715$8M0.7%2026-Q1
PALLADIEM, LLC trimmed79,327$8M0.7%2026-Q1
Cerity Partners LLC added76,673$8M0.7%2026-Q1
Genesis Wealth Advisors, LLC added76,627$8M0.7%2026-Q1
JPMORGAN CHASE & CO added67,118$7M0.6%2026-Q1
Sunbelt Securities, Inc. added62,653$6M0.6%2026-Q1
First Heartland Consultants, Inc. added60,835$6M0.6%2026-Q1
UBS Group AG added54,877$6M0.5%2026-Q1
Elmwood Wealth Management, Inc. added45,667$5M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed40,880$4M0.4%2026-Q1
Advisory Services Network, LLC added39,845$4M0.4%2026-Q1
Dynasty Wealth Management, LLC added39,264$4M0.4%2026-Q1
L2 Asset Management, LLC added38,551$4M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added37,248$4M0.3%2026-Q1
Farther Finance Advisors, LLC added35,183$4M0.3%2026-Q1
Corient Private Wealth LLC added64,456$3M0.3%2026-Q1
FIRST MANHATTAN CO. LLC. added31,861$3M0.3%2026-Q1
Stratos Investment Management, LLC added27,839$3M0.3%2026-Q1
Mariner, LLC added25,514$3M0.2%2026-Q1
LBMC INVESTMENT ADVISORS, LLC added25,016$3M0.2%2026-Q1
ZWJ INVESTMENT COUNSEL INC added24,739$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed23,837$2M0.2%2026-Q1
Pembroke Management, LTD23,623$2M0.2%2026-Q1
BlackRock, Inc. trimmed21,356$2M0.2%2026-Q1
WESCAP Management Group, Inc. added20,628$2M0.2%2026-Q1
FMR LLC added20,509$2M0.2%2026-Q1
XY Planning Network, Inc. added19,898$2M0.2%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed18,974$2M0.2%2026-Q1
BROWN BROTHERS HARRIMAN & CO new18,084$2M0.2%2026-Q1
Gotham Asset Management, LLC added17,911$2M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed17,626$2M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed17,108$2M0.2%2026-Q1
Selby Wealth Management, LLC trimmed16,628$2M0.2%2026-Q1
SHUFRO ROSE & CO LLC trimmed16,235$2M0.1%2026-Q1
KLINGENSTEIN FIELDS & CO LP16,000$2M0.1%2026-Q1
BESSEMER GROUP INC trimmed15,650$2M0.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added15,644$2M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added14,813$2M0.1%2026-Q1
Bangor Savings Bank trimmed14,421$1M0.1%2026-Q1
GSG Advisors LLC added14,381$1M0.1%2026-Q1
Gilbert Capital Group, Inc. trimmed14,380$1M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added14,529$1M0.1%2026-Q1
OpenArc Corporate Advisory, LLC added14,005$1M0.1%2026-Q1
Goodman Financial Corp added13,725$1M0.1%2026-Q1
UNIQUE WEALTH, LLC added13,691$1M0.1%2026-Q1
Crescent Grove Advisors, LLC added12,208$1M0.1%2026-Q1
Benchmark Financial Wealth Advisors, LLC trimmed11,991$1M0.1%2026-Q1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC trimmed11,474$1M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed11,138$1M0.1%2026-Q1
Sage Investment Counsel LLC added10,735$1M0.1%2026-Q1
Parallel Advisors, LLC added10,617$1M0.1%2026-Q1
Finley Financial, LLC added10,560$1M0.1%2026-Q1
Sharkey, Howes & Javer9,974$1M0.1%2026-Q1
Dorsey & Whitney Trust CO LLC9,422$959K0.1%2026-Q1
JANE STREET GROUP, LLC added9,116$928K0.1%2026-Q1
McLean Asset Management Corp9,095$926K0.1%2026-Q1
OneDigital Investment Advisors LLC added8,831$899K0.1%2026-Q1
WEBSTER BANK, N. A. added8,449$860K0.1%2026-Q1
Aspire Growth Partners LLC added8,266$841K0.1%2026-Q1
Capital Analysts, LLC added8,086$824K0.1%2026-Q1
Delta Wealth Advisors LLC trimmed7,912$805K0.1%2026-Q1
YHB Investment Advisors, Inc.7,700$784K0.1%2026-Q1
Equitable Holdings, Inc. added6,709$694K0.1%2026-Q1
LCW Services, LLC added6,667$679K0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added821,648$81M7.3%2025-Q2 stale
M&T Bank Corp167,099$17M1.5%2025-Q2 stale
Running Point Capital Advisors, LLC trimmed64,070$7M0.6%2025-Q4 stale
HSBC HOLDINGS PLC new53,076$5M0.4%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added42,200$4M0.4%2025-Q4 stale
CITADEL ADVISORS LLC trimmed23,563$2M0.2%2025-Q4 stale
Virtu Financial LLC added21,390$2M0.2%2025-Q3 stale
TRANSCEND CAPITAL ADVISORS, LLC added14,512$1M0.1%2025-Q3 stale
Cyndeo Wealth Partners, LLC added12,960$1M0.1%2025-Q3 stale
EDMOND DE ROTHSCHILD HOLDING S.A.12,000$1M0.1%2025-Q3 stale
Ameraudi Asset Management, Inc. trimmed11,534$1M0.1%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. trimmed10,268$1M0.1%2025-Q2 stale
Global Retirement Partners, LLC trimmed9,010$931K0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC added9,209$913K0.1%2025-Q2 stale
Tolleson Wealth Management, Inc.7,978$825K0.1%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.

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