Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
28 tracked funds added or opened EUSB while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 149 tracked filers holding EUSB, 98 increased or opened the position and 54 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 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 4
- MERCER GLOBAL ADVISORS INC /ADV$3M
- Vise Technologies, Inc.$1M
- Baird Financial Group, Inc.$1M
- Private Advisor Group, LLC$874K
Full exits 9
- Thrivent Financial for Lutherans$18M
- Charter Oak Capital Management, LLC$2M
- Sandbox Financial Partners, LLC$1M
- Betterment LLC$1M
- Sonoma Allocations LLC$916K
- Cambridge Investment Research Advisors, Inc.$914K
Largest adds
- BlackRock, Inc.$26M
- NewEdge Advisors, LLC$3M
- JONES FINANCIAL COMPANIES LLLP$2M
- BANK OF AMERICA CORP /DE/$2M
- Xena Financial Planning, LLC$1M
- FIDUCIARY FINANCIAL ADVISORS$1M
Largest trims
- CITADEL ADVISORS LLC$5M
- GOLDMAN SACHS GROUP INC$3M
- LPL Financial LLC$3M
- JANE STREET GROUP, LLC$2M
- GeoWealth Management, LLC$468K
- Skyline Advisors, Inc.$371K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,803,299 | $252M | 46.4% | 2026-Q2 |
| IMPACTfolio, LLC added | 638,127 | $28M | 5.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 545,647 | $24M | 4.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 525,409 | $23M | 4.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 412,309 | $18M | 3.3% | 2026-Q2 |
| SEEDS INVESTOR LLC trimmed | 366,740 | $16M | 2.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 314,386 | $14M | 2.5% | 2026-Q2 |
| Allworth Financial LP added | 272,256 | $12M | 2.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 173,077 | $8M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 161,071 | $7M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 160,267 | $7M | 1.3% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 152,643 | $7M | 1.2% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 103,122 | $4M | 0.8% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 99,965 | $4M | 0.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 96,390 | $4M | 0.8% | 2026-Q2 |
| SOFI WEALTH, LLC added | 93,698 | $4M | 0.7% | 2026-Q2 |
| One Wealth Advisors, LLC added | 93,372 | $4M | 0.7% | 2026-Q2 |
| Stewardship Advisors, LLC added | 87,081 | $4M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 78,761 | $3M | 0.6% | 2026-Q2 |
| Xena Financial Planning, LLC added | 76,669 | $3M | 0.6% | 2026-Q2 |
| Archer Investment Management, LLC added | 76,663 | $3M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 76,171 | $3M | 0.6% | 2026-Q2 |
| Jordan Park Group LLC | 74,646 | $3M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 73,634 | $3M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 72,905 | $3M | 0.6% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES trimmed | 71,252 | $3M | 0.6% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 70,839 | $3M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 67,315 | $3M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 65,555 | $3M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 58,916 | $3M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 52,950 | $2M | 0.4% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 51,593 | $2M | 0.4% | 2026-Q2 |
| Accredited Investors Inc. added | 51,114 | $2M | 0.4% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 50,814 | $2M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 48,694 | $2M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 47,230 | $2M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 46,283 | $2M | 0.4% | 2026-Q2 |
| Tarbox Family Office, Inc. added | 42,320 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 41,300 | $2M | 0.3% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 40,628 | $2M | 0.3% | 2026-Q2 |
| Leonard Rickey Investment Advisors P.L.L.C. trimmed | 38,808 | $2M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 36,760 | $2M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 36,334 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG added | 36,187 | $2M | 0.3% | 2026-Q2 |
| Haverford Trust Co | 35,865 | $2M | 0.3% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 34,335 | $1M | 0.3% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 31,489 | $1M | 0.3% | 2026-Q2 |
| BFSG, LLC added | 31,335 | $1M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,054 | $1M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 30,971 | $1M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. new | 30,401 | $1M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 29,562 | $1M | 0.2% | 2026-Q2 |
| Van Hulzen Asset Management, LLC | 24,635 | $1M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 24,237 | $1M | 0.2% | 2026-Q2 |
| Central Pacific Bank - Trust Division added | 23,547 | $1M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 22,360 | $972K | 0.2% | 2026-Q2 |
| Davis Wealth Advisors, LLC trimmed | 22,260 | $967K | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 21,935 | $953K | 0.2% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 21,324 | $923K | 0.2% | 2026-Q2 |
| Sharkey, Howes & Javer added | 20,640 | $897K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC new | 20,116 | $874K | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 19,463 | $846K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 17,600 | $765K | 0.1% | 2026-Q2 |
| Mason & Associates Inc trimmed | 17,402 | $756K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 16,888 | $734K | 0.1% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 16,584 | $721K | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 15,977 | $694K | 0.1% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 15,727 | $683K | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 14,585 | $634K | 0.1% | 2026-Q2 |
| Goldstein Advisors, LLC added | 14,497 | $630K | 0.1% | 2026-Q2 |
| Shared Vision Wealth Group LLC added | 14,274 | $620K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 14,184 | $616K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 14,099 | $613K | 0.1% | 2026-Q2 |
| Rockport Wealth LLC | 14,080 | $612K | 0.1% | 2026-Q2 |
| GC Wealth Management RIA, LLC added | 13,844 | $602K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. | 13,553 | $589K | 0.1% | 2026-Q2 |
| Essential Planning, LLC. added | 13,177 | $573K | 0.1% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 13,060 | $567K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 12,614 | $548K | 0.1% | 2026-Q2 |
| GUARDIAN CAPITAL LP trimmed | 12,600 | $547K | 0.1% | 2026-Q2 |
| THEORY FINANCIAL LLC added | 12,220 | $531K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 12,059 | $524K | 0.1% | 2026-Q2 |
| Traveka Wealth, LLC added | 11,899 | $517K | 0.1% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 10,772 | $468K | 0.1% | 2026-Q2 |
| Avise Financial Cooperative, Inc. added | 10,319 | $448K | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 9,922 | $431K | 0.1% | 2026-Q2 |
| Apella Capital, LLC added | 9,735 | $420K | 0.1% | 2026-Q2 |
| Skyline Advisors, Inc. trimmed | 9,678 | $421K | 0.1% | 2026-Q2 |
| Balance Wealth Partners LLC added | 9,275 | $403K | 0.1% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. trimmed | 9,224 | $401K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. | 9,066 | $394K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 9,025 | $392K | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 8,918 | $387K | 0.1% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 8,713 | $379K | 0.1% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 8,023 | $349K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 7,992 | $347K | 0.1% | 2026-Q2 |
| SigFig Wealth Management, LLC added | 7,835 | $342K | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC | 7,782 | $338K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 7,504 | $326K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,469 | $325K | 0.1% | 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.