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Institutional Ownership · SEC Form 13F

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.

160
Institutional holders
12,417,550
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed5,193,546$226M42.2%2026-Q1
IMPACTfolio, LLC added620,700$27M5.0%2026-Q1
LPL Financial LLC added603,213$26M4.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added510,207$22M4.1%2026-Q1
Thrivent Financial for Lutherans trimmed406,025$18M3.3%2026-Q1
SEEDS INVESTOR LLC added370,504$16M3.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added368,784$16M3.0%2026-Q1
JPMORGAN CHASE & CO added301,287$13M2.4%2026-Q1
Allworth Financial LP added256,560$11M2.1%2026-Q1
GOLDMAN SACHS GROUP INC added237,767$10M1.9%2026-Q1
Advisory Services Network, LLC added168,950$7M1.4%2026-Q1
MORGAN STANLEY trimmed156,440$7M1.3%2026-Q1
Bond & Devick Financial Network, Inc. added143,639$6M1.2%2026-Q1
CITADEL ADVISORS LLC added128,997$6M1.0%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed89,901$4M0.7%2026-Q1
Perigon Wealth Management, LLC added85,460$4M0.7%2026-Q1
Decker Retirement Planning Inc. added83,250$4M0.7%2026-Q1
One Wealth Advisors, LLC trimmed78,816$3M0.6%2026-Q1
SOFI WEALTH, LLC added78,641$3M0.6%2026-Q1
Archer Investment Management, LLC added75,725$3M0.6%2026-Q1
Jordan Park Group LLC74,646$3M0.6%2026-Q1
RETIREMENT CAPITAL STRATEGIES added71,395$3M0.6%2026-Q1
Stewardship Advisors, LLC trimmed70,800$3M0.6%2026-Q1
Cetera Investment Advisers trimmed68,991$3M0.6%2026-Q1
Balanced Rock Investment Advisors LLC trimmed68,556$3M0.6%2026-Q1
JANE STREET GROUP, LLC trimmed68,439$3M0.6%2026-Q1
US BANCORP \DE\ trimmed66,427$3M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added63,734$3M0.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed54,920$2M0.4%2026-Q1
OneDigital Investment Advisors LLC added52,266$2M0.4%2026-Q1
Baker Avenue Asset Management, LP added50,500$2M0.4%2026-Q1
Charter Oak Capital Management, LLC added48,472$2M0.4%2026-Q1
Stratos Wealth Partners, LTD. added48,333$2M0.4%2026-Q1
Xena Financial Planning, LLC added45,690$2M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added44,581$2M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed44,445$2M0.4%2026-Q1
Leonard Rickey Investment Advisors P.L.L.C. added42,389$2M0.3%2026-Q1
Accredited Investors Inc. added41,015$2M0.3%2026-Q1
Perennial Investment Advisors, LLC added40,887$2M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added40,402$2M0.3%2026-Q1
GeoWealth Management, LLC trimmed40,281$2M0.3%2026-Q1
SBE LLC DBA CEDAR COVE WEALTH PARTNERS added38,144$2M0.3%2026-Q1
Haverford Trust Co35,865$2M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added34,843$2M0.3%2026-Q1
Tarbox Family Office, Inc. added32,684$1M0.3%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added31,995$1M0.3%2026-Q1
UBS Group AG added31,050$1M0.3%2026-Q1
Johnson Bixby & Associates, LLC added30,267$1M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed29,092$1M0.2%2026-Q1
BFSG, LLC added28,312$1M0.2%2026-Q1
Sandbox Financial Partners, LLC added27,786$1M0.2%2026-Q1
Davis Wealth Advisors, LLC trimmed27,396$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed27,264$1M0.2%2026-Q1
Van Hulzen Asset Management, LLC24,635$1M0.2%2026-Q1
Betterment LLC trimmed23,820$1M0.2%2026-Q1
Central Pacific Bank - Trust Division21,932$954K0.2%2026-Q1
ACTION POINT FINANCIAL PLANNING, LLC new21,227$923K0.2%2026-Q1
Sonoma Allocations LLC added21,068$916K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed21,016$914K0.2%2026-Q1
Equitable Holdings, Inc. trimmed20,779$912K0.2%2026-Q1
Horst & Graben Wealth Management LLC trimmed20,696$904K0.2%2026-Q1
HSBC HOLDINGS PLC20,400$887K0.2%2026-Q1
Brookstone Capital Management added19,912$866K0.2%2026-Q1
Skyline Advisors, Inc. trimmed18,195$791K0.1%2026-Q1
Sharkey, Howes & Javer added17,873$777K0.1%2026-Q1
NATIXIS ADVISORS, LLC added17,849$776K0.1%2026-Q1
Mason & Associates Inc added17,704$769K0.1%2026-Q1
Sequoia Financial Advisors, LLC new17,462$760K0.1%2026-Q1
Savant Capital, LLC added16,883$734K0.1%2026-Q1
Ally Invest Advisors Inc. added15,629$680K0.1%2026-Q1
ASSETMARK, INC added15,594$678K0.1%2026-Q1
VALLEY NATIONAL ADVISERS INC added15,415$670K0.1%2026-Q1
Apollon Wealth Management, LLC added15,026$654K0.1%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. added14,863$647K0.1%2026-Q1
Rockport Wealth LLC added14,080$612K0.1%2026-Q1
Mariner, LLC added13,862$603K0.1%2026-Q1
GC Wealth Management RIA, LLC added13,638$593K0.1%2026-Q1
GUARDIAN CAPITAL LP added13,600$592K0.1%2026-Q1
Rossby Financial, LCC added13,586$590K0.1%2026-Q1
Pinnacle Financial Partners, Inc. added13,553$590K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added13,253$577K0.1%2026-Q1
Goldstein Advisors, LLC added13,243$576K0.1%2026-Q1
KWB Wealth trimmed13,023$572K0.1%2026-Q1
Milestone Investment Advisors LLC trimmed13,122$571K0.1%2026-Q1
Essential Planning, LLC. trimmed13,026$567K0.1%2026-Q1
Farther Finance Advisors, LLC added12,894$560K0.1%2026-Q1
Institute for Wealth Management, LLC. added46,383$2M0.4%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed37,067$2M0.3%2025-Q1 stale
PARK AVENUE SECURITIES LLC trimmed23,948$1M0.2%2025-Q4 stale
Miracle Mile Advisors, LLC new20,843$908K0.2%2025-Q2 stale
DOHJ, LLC added20,508$878K0.2%2025-Q2 stale
Financial Advocates Investment Management17,008$737K0.1%2025-Q1 stale
Janney Montgomery Scott LLC added16,669$732K0.1%2025-Q4 stale
CW Advisors, LLC added16,244$707K0.1%2025-Q2 stale
Fiera Capital Corp15,415$668K0.1%2025-Q1 stale
FLOW TRADERS U.S. LLC trimmed14,303$628K0.1%2025-Q4 stale
SYNOVUS FINANCIAL CORP trimmed13,183$579K0.1%2025-Q3 stale
OLD MISSION CAPITAL LLC added13,259$577K0.1%2025-Q2 stale
COLDSTREAM CAPITAL MANAGEMENT INC trimmed12,424$546K0.1%2025-Q4 stale
Carr Financial Group Corp trimmed12,224$530K0.1%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.

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