Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
The tracked-fund tape on EUSA is one-sided between 2026-Q1 and 2026-Q2: 54 added or opened and 11 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
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 2026-Q1 and 2026-Q2, across 147 tracked filers holding EUSA, 73 increased or opened the position and 60 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 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 3
- SCOTIA CAPITAL INC.$6M
- Affinity Capital Advisors, LLC$1M
- Global Retirement Partners, LLC$1M
Full exits 8
- HighTower Advisors, LLC$27M
- PALLADIEM, LLC$8M
- Sunbelt Securities, Inc.$6M
- BlackRock, Inc.$2M
- BESSEMER GROUP INC$2M
- JANE STREET GROUP, LLC$928K
Largest adds
- STIFEL FINANCIAL CORP$43M
- BANK OF AMERICA CORP /DE/$13M
- LPL Financial LLC$12M
- DAVIDSON INVESTMENT ADVISORS$11M
- Henshaw Capital LLC$9M
- Strategic Financial Services, Inc.$6M
Largest trims
- Private Advisory Group LLC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- Corient Private Wealth LP$912K
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 |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP added | 2,222,997 | $254M | 22.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,068,393 | $122M | 10.9% | 2026-Q2 |
| Henshaw Capital LLC trimmed | 772,000 | $88M | 7.9% | 2026-Q2 |
| Strategic Financial Services, Inc. added | 390,238 | $45M | 4.0% | 2026-Q2 |
| GenTrust, LLC trimmed | 360,054 | $41M | 3.7% | 2026-Q2 |
| LPL Financial LLC added | 348,434 | $40M | 3.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 323,146 | $37M | 3.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 304,748 | $35M | 3.1% | 2026-Q2 |
| Calydon Capital added | 284,423 | $32M | 2.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 284,370 | $32M | 2.9% | 2026-Q2 |
| Arkadios Wealth Advisors added | 264,884 | $30M | 2.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 252,790 | $29M | 2.6% | 2026-Q2 |
| DAVIDSON INVESTMENT ADVISORS added | 251,532 | $29M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 179,720 | $21M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 173,882 | $20M | 1.8% | 2026-Q2 |
| Private Advisory Group LLC trimmed | 168,089 | $19M | 1.7% | 2026-Q2 |
| Crews Bank & Trust trimmed | 143,137 | $16M | 1.5% | 2026-Q2 |
| Ironwood Financial, llc trimmed | 115,285 | $13M | 1.2% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 99,998 | $11M | 1.0% | 2026-Q2 |
| Swisher Financial Concepts, Inc. trimmed | 83,605 | $10M | 0.9% | 2026-Q2 |
| Financial Architects, LLC added | 82,322 | $9M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 78,669 | $9M | 0.8% | 2026-Q2 |
| Genesis Wealth Advisors, LLC added | 78,386 | $9M | 0.8% | 2026-Q2 |
| UBS Group AG added | 75,385 | $9M | 0.8% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 70,423 | $8M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 67,089 | $8M | 0.7% | 2026-Q2 |
| Cerity Partners LLC trimmed | 66,201 | $8M | 0.7% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 61,853 | $7M | 0.6% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 50,101 | $6M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 45,650 | $5M | 0.5% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 45,476 | $5M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 42,411 | $5M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 39,906 | $5M | 0.4% | 2026-Q2 |
| L2 Asset Management, LLC added | 38,655 | $4M | 0.4% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 29,032 | $3M | 0.3% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 27,663 | $3M | 0.3% | 2026-Q2 |
| FMR LLC added | 26,764 | $3M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 26,621 | $3M | 0.3% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC added | 25,067 | $3M | 0.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 24,862 | $3M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 23,847 | $3M | 0.2% | 2026-Q2 |
| Pembroke Management, LTD | 23,623 | $3M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 22,600 | $3M | 0.2% | 2026-Q2 |
| ZWJ INVESTMENT COUNSEL INC trimmed | 21,642 | $2M | 0.2% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 21,479 | $2M | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. added | 20,498 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 18,971 | $2M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 18,959 | $2M | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 18,606 | $2M | 0.2% | 2026-Q2 |
| Goodman Financial Corp added | 18,326 | $2M | 0.2% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 18,084 | $2M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC | 17,911 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 17,686 | $2M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 17,115 | $2M | 0.2% | 2026-Q2 |
| Selby Wealth Management, LLC trimmed | 16,499 | $2M | 0.2% | 2026-Q2 |
| KLINGENSTEIN FIELDS & CO LP | 16,000 | $2M | 0.2% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 15,640 | $2M | 0.2% | 2026-Q2 |
| GSG Advisors LLC added | 15,414 | $2M | 0.2% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 15,099 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 13,591 | $2M | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 12,925 | $1M | 0.1% | 2026-Q2 |
| Gilbert Capital Group, Inc. trimmed | 12,128 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 11,585 | $1M | 0.1% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added | 11,488 | $1M | 0.1% | 2026-Q2 |
| Bangor Savings Bank trimmed | 10,953 | $1M | 0.1% | 2026-Q2 |
| Sage Investment Counsel LLC added | 10,812 | $1M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer | 9,974 | $1M | 0.1% | 2026-Q2 |
| Finley Financial, LLC trimmed | 9,960 | $1M | 0.1% | 2026-Q2 |
| Affinity Capital Advisors, LLC new | 9,850 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 9,679 | $1M | 0.1% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC | 9,422 | $1M | 0.1% | 2026-Q2 |
| McLean Asset Management Corp | 9,095 | $1M | 0.1% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 8,884 | $1M | 0.1% | 2026-Q2 |
| Benchmark Financial Wealth Advisors, LLC trimmed | 8,834 | $1M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 8,831 | $1M | 0.1% | 2026-Q2 |
| Aspire Growth Partners LLC added | 8,288 | $946K | 0.1% | 2026-Q2 |
| Tolleson Wealth Management, Inc. | 7,978 | $911K | 0.1% | 2026-Q2 |
| Delta Wealth Advisors LLC trimmed | 7,800 | $891K | 0.1% | 2026-Q2 |
| YHB Investment Advisors, Inc. | 7,700 | $879K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 7,364 | $841K | 0.1% | 2026-Q2 |
| LCW Services, LLC added | 6,675 | $762K | 0.1% | 2026-Q2 |
| Miller Capital Partners, Inc. | 6,626 | $757K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 6,595 | $753K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,593 | $753K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 6,451 | $737K | 0.1% | 2026-Q2 |
| Evolution Wealth Advisors, LLC | 6,426 | $734K | 0.1% | 2026-Q2 |
| Farrell Financial LLC trimmed | 6,397 | $730K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 5,947 | $679K | 0.1% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC | 5,749 | $656K | 0.1% | 2026-Q2 |
| Bay Capital Advisors, LLC | 5,500 | $628K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 4,689 | $535K | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 4,674 | $534K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 4,525 | $517K | 0.0% | 2026-Q2 |
| Centerline Wealth Advisors, LLC trimmed | 4,518 | $516K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,337 | $495K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 4,064 | $464K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,706 | $423K | 0.0% | 2026-Q2 |
| HORAN Wealth, LLC new | 3,672 | $419K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,577 | $408K | 0.0% | 2026-Q2 |
| Legacy PCG, LLC | 3,511 | $414K | 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.