Who owns EUSB (EUSB)
Which tracked institutional funds hold EUSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EUSB 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
25 tracked funds added or opened EUSB while 14 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
EUSB’s largest tracked holder by dollar value, BlackRock, 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 gap the other way — the median holder sizes EUSB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EUSB 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 160 tracked filers holding EUSB, 95 increased or opened the position and 45 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 EUSB 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 5
- GOLDMAN SACHS GROUP INC$10M
- JANE STREET GROUP, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- ACTION POINT FINANCIAL PLANNING, LLC$923K
- Sequoia Financial Advisors, LLC$760K
Full exits 4
- PARK AVENUE SECURITIES LLC$1M
- Janney Montgomery Scott LLC$732K
- FLOW TRADERS U.S. LLC$628K
- COLDSTREAM CAPITAL MANAGEMENT INC$546K
Largest adds
- Archer Investment Management, LLC$3M
- CITADEL ADVISORS LLC$2M
- JONES FINANCIAL COMPANIES LLLP$2M
- ENVESTNET ASSET MANAGEMENT INC$960K
- Xena Financial Planning, LLC$913K
- SOFI WEALTH, LLC$901K
Largest trims
- SigFig Wealth Management, LLC$27M
- BlackRock, Inc.$6M
- NewEdge Advisors, LLC$2M
- ROYAL BANK OF CANADA$1M
- Thrivent Financial for Lutherans$1M
- Betterment LLC$1M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,193,546 | $226M | 42.2% | 2026-Q1 |
| IMPACTfolio, LLC added | 620,700 | $27M | 5.0% | 2026-Q1 |
| LPL Financial LLC added | 603,213 | $26M | 4.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 510,207 | $22M | 4.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 406,025 | $18M | 3.3% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 370,504 | $16M | 3.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 368,784 | $16M | 3.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 301,287 | $13M | 2.4% | 2026-Q1 |
| Allworth Financial LP added | 256,560 | $11M | 2.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 237,767 | $10M | 1.9% | 2026-Q1 |
| Advisory Services Network, LLC added | 168,950 | $7M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 156,440 | $7M | 1.3% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 143,639 | $6M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 128,997 | $6M | 1.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 89,901 | $4M | 0.7% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 85,460 | $4M | 0.7% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 83,250 | $4M | 0.7% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 78,816 | $3M | 0.6% | 2026-Q1 |
| SOFI WEALTH, LLC added | 78,641 | $3M | 0.6% | 2026-Q1 |
| Archer Investment Management, LLC added | 75,725 | $3M | 0.6% | 2026-Q1 |
| Jordan Park Group LLC | 74,646 | $3M | 0.6% | 2026-Q1 |
| RETIREMENT CAPITAL STRATEGIES added | 71,395 | $3M | 0.6% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 70,800 | $3M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 68,991 | $3M | 0.6% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC trimmed | 68,556 | $3M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 68,439 | $3M | 0.6% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 66,427 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 63,734 | $3M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 54,920 | $2M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 52,266 | $2M | 0.4% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 50,500 | $2M | 0.4% | 2026-Q1 |
| Charter Oak Capital Management, LLC added | 48,472 | $2M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 48,333 | $2M | 0.4% | 2026-Q1 |
| Xena Financial Planning, LLC added | 45,690 | $2M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 44,581 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 44,445 | $2M | 0.4% | 2026-Q1 |
| Leonard Rickey Investment Advisors P.L.L.C. added | 42,389 | $2M | 0.3% | 2026-Q1 |
| Accredited Investors Inc. added | 41,015 | $2M | 0.3% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 40,887 | $2M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 40,402 | $2M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 40,281 | $2M | 0.3% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 38,144 | $2M | 0.3% | 2026-Q1 |
| Haverford Trust Co | 35,865 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 34,843 | $2M | 0.3% | 2026-Q1 |
| Tarbox Family Office, Inc. added | 32,684 | $1M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 31,995 | $1M | 0.3% | 2026-Q1 |
| UBS Group AG added | 31,050 | $1M | 0.3% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 30,267 | $1M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,092 | $1M | 0.2% | 2026-Q1 |
| BFSG, LLC added | 28,312 | $1M | 0.2% | 2026-Q1 |
| Sandbox Financial Partners, LLC added | 27,786 | $1M | 0.2% | 2026-Q1 |
| Davis Wealth Advisors, LLC trimmed | 27,396 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 27,264 | $1M | 0.2% | 2026-Q1 |
| Van Hulzen Asset Management, LLC | 24,635 | $1M | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 23,820 | $1M | 0.2% | 2026-Q1 |
| Central Pacific Bank - Trust Division | 21,932 | $954K | 0.2% | 2026-Q1 |
| ACTION POINT FINANCIAL PLANNING, LLC new | 21,227 | $923K | 0.2% | 2026-Q1 |
| Sonoma Allocations LLC added | 21,068 | $916K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,016 | $914K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 20,779 | $912K | 0.2% | 2026-Q1 |
| Horst & Graben Wealth Management LLC trimmed | 20,696 | $904K | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC | 20,400 | $887K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 19,912 | $866K | 0.2% | 2026-Q1 |
| Skyline Advisors, Inc. trimmed | 18,195 | $791K | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer added | 17,873 | $777K | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 17,849 | $776K | 0.1% | 2026-Q1 |
| Mason & Associates Inc added | 17,704 | $769K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC new | 17,462 | $760K | 0.1% | 2026-Q1 |
| Savant Capital, LLC added | 16,883 | $734K | 0.1% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 15,629 | $680K | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 15,594 | $678K | 0.1% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC added | 15,415 | $670K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 15,026 | $654K | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 14,863 | $647K | 0.1% | 2026-Q1 |
| Rockport Wealth LLC added | 14,080 | $612K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 13,862 | $603K | 0.1% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 13,638 | $593K | 0.1% | 2026-Q1 |
| GUARDIAN CAPITAL LP added | 13,600 | $592K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 13,586 | $590K | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 13,553 | $590K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 13,253 | $577K | 0.1% | 2026-Q1 |
| Goldstein Advisors, LLC added | 13,243 | $576K | 0.1% | 2026-Q1 |
| KWB Wealth trimmed | 13,023 | $572K | 0.1% | 2026-Q1 |
| Milestone Investment Advisors LLC trimmed | 13,122 | $571K | 0.1% | 2026-Q1 |
| Essential Planning, LLC. trimmed | 13,026 | $567K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 12,894 | $560K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 46,383 | $2M | 0.4% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 37,067 | $2M | 0.3% | 2025-Q1 stale |
| PARK AVENUE SECURITIES LLC trimmed | 23,948 | $1M | 0.2% | 2025-Q4 stale |
| Miracle Mile Advisors, LLC new | 20,843 | $908K | 0.2% | 2025-Q2 stale |
| DOHJ, LLC added | 20,508 | $878K | 0.2% | 2025-Q2 stale |
| Financial Advocates Investment Management | 17,008 | $737K | 0.1% | 2025-Q1 stale |
| Janney Montgomery Scott LLC added | 16,669 | $732K | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC added | 16,244 | $707K | 0.1% | 2025-Q2 stale |
| Fiera Capital Corp | 15,415 | $668K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 14,303 | $628K | 0.1% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP trimmed | 13,183 | $579K | 0.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 13,259 | $577K | 0.1% | 2025-Q2 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 12,424 | $546K | 0.1% | 2025-Q4 stale |
| Carr Financial Group Corp trimmed | 12,224 | $530K | 0.1% | 2025-Q1 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.