EUSB

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Institutional ownership· 13F filers holding EUSB · 2026-Q1 methodology → sources →

160 holders

% of shares outstanding held

—

Shares held (13F)

12,417,550

Reporting holders

160

Top holders

largest 100 of 160 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	5,193,5465.2M	$226M	—	—
2	IMPACTfolio, LLC	620,700620,700	$27M	—	ADD 3%
3	LPL Financial LLC	603,213603,213	$26M	—	ADD 3%
4	ENVESTNET ASSET MANAGEMENT INC	510,207510,207	$22M	—	ADD 6%
5	Thrivent Financial for Lutherans	406,025406,025	$18M	—	TRIM -6%
6	SEEDS INVESTOR LLC	370,504370,504	$16M	—	ADD 3%
7	JONES FINANCIAL COMPANIES LLLP	368,784368,784	$16M	—	ADD 16%
8	JPMORGAN CHASE & CO	301,287301,287	$13M	—	—
9	Allworth Financial LP	256,560256,560	$11M	—	ADD 7%
10	GOLDMAN SACHS GROUP INC	237,767237,767	$10M	—	NEW
11	Advisory Services Network, LLC	168,950168,950	$7M	—	ADD 9%
12	MORGAN STANLEY	156,440156,440	$7M	—	—
13	Bond & Devick Financial Network, Inc.	143,639143,639	$6M	—	ADD 11%
14	CITADEL ADVISORS LLC	128,997128,997	$6M	—	ADD 68%
15	Envestnet Portfolio Solutions, Inc.	89,90189,901	$4M	—	—
16	Perigon Wealth Management, LLC	85,46085,460	$4M	—	ADD 6%
17	Decker Retirement Planning Inc.	83,25083,250	$4M	—	ADD 16%
18	One Wealth Advisors, LLC	78,81678,816	$3M	—	TRIM -4%
19	SOFI WEALTH, LLC	78,64178,641	$3M	—	ADD 37%
20	Archer Investment Management, LLC	75,72575,725	$3M	—	ADD 680%
21	Jordan Park Group LLC	74,64674,646	$3M	—	—
22	RETIREMENT CAPITAL STRATEGIES	71,39571,395	$3M	—	ADD 3%
23	Stewardship Advisors, LLC	70,80070,800	$3M	—	TRIM -15%
24	Cetera Investment Advisers	68,99168,991	$3M	—	—
25	Balanced Rock Investment Advisors LLC	68,55668,556	$3M	—	TRIM -4%
26	JANE STREET GROUP, LLC	68,43968,439	$3M	—	NEW
27	US BANCORP \DE\	66,42766,427	$3M	—	—
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP	63,73463,734	$3M	—	NEW
29	OSAIC HOLDINGS, INC.	54,92054,920	$2M	—	TRIM -7%
30	OneDigital Investment Advisors LLC	52,26652,266	$2M	—	ADD 25%
31	Baker Avenue Asset Management, LP	50,50050,500	$2M	—	—
32	Charter Oak Capital Management, LLC	48,47248,472	$2M	—	ADD 37%
33	Stratos Wealth Partners, LTD.	48,33348,333	$2M	—	ADD 9%
34	Xena Financial Planning, LLC	45,69045,690	$2M	—	ADD 87%
35	WELLS FARGO & COMPANY/MN	44,58144,581	$2M	—	ADD 11%
36	ROYAL BANK OF CANADA	44,44544,445	$2M	—	TRIM -41%
37	Leonard Rickey Investment Advisors P.L.L.C.	42,38942,389	$2M	—	—
38	Accredited Investors Inc.	41,01541,015	$2M	—	—
39	Perennial Investment Advisors, LLC	40,88740,887	$2M	—	—
40	BANK OF AMERICA CORP /DE/	40,40240,402	$2M	—	—
41	GeoWealth Management, LLC	40,28140,281	$2M	—	TRIM -10%
42	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	38,14438,144	$2M	—	ADD 11%
43	Haverford Trust Co	35,86535,865	$2M	—	—
44	RAYMOND JAMES FINANCIAL INC	34,84334,843	$2M	—	ADD 8%
45	Tarbox Family Office, Inc.	32,68432,684	$1M	—	ADD 9%
46	UNITED CAPITAL FINANCIAL ADVISORS, LLC	31,99531,995	$1M	—	—
47	UBS Group AG	31,05031,050	$1M	—	ADD 13%
48	Johnson Bixby & Associates, LLC	30,26730,267	$1M	—	ADD 2%
49	COMMONWEALTH EQUITY SERVICES, LLC	29,09229,092	$1M	—	TRIM -21%
50	BFSG, LLC	28,31228,312	$1M	—	ADD 5%
51	Sandbox Financial Partners, LLC	27,78627,786	$1M	—	ADD 27%
52	Davis Wealth Advisors, LLC	27,39627,396	$1M	—	TRIM -4%
53	MML INVESTORS SERVICES, LLC	27,26427,264	$1M	—	TRIM -32%
54	Van Hulzen Asset Management, LLC	24,63524,635	$1M	—	—
55	Betterment LLC	23,82023,820	$1M	—	TRIM -50%
56	Central Pacific Bank - Trust Division	21,93221,932	$954,042	—	—
57	ACTION POINT FINANCIAL PLANNING, LLC	21,22721,227	$923,288	—	NEW
58	Sonoma Allocations LLC	21,06821,068	$916,473	—	ADD 51%
59	Cambridge Investment Research Advisors, Inc.	21,01621,016	$914,000	—	TRIM -5%
60	Equitable Holdings, Inc.	20,77920,779	$912,406	—	TRIM -12%
61	Horst & Graben Wealth Management LLC	20,69620,696	$903,595	—	—
62	HSBC HOLDINGS PLC	20,40020,400	$887,400	—	TRIM -50%
63	Brookstone Capital Management	19,91219,912	$866,175	—	ADD 4%
64	Skyline Advisors, Inc.	18,19518,195	$791,484	—	TRIM -46%
65	Sharkey, Howes & Javer	17,87317,873	$777,496	—	ADD 4%
66	NATIXIS ADVISORS, LLC	17,84917,849	$776,000	—	ADD 16%
67	Mason & Associates Inc	17,70417,704	$768,885	—	ADD 137%
68	Sequoia Financial Advisors, LLC	17,46217,462	$759,597	—	NEW
69	Savant Capital, LLC	16,88316,883	$734,414	—	—
70	Ally Invest Advisors Inc.	15,62915,629	$679,863	—	ADD 4%
71	ASSETMARK, INC	15,59415,594	$678,339	—	ADD 10%
72	VALLEY NATIONAL ADVISERS INC	15,41515,415	$670,000	—	ADD 9%
73	Apollon Wealth Management, LLC	15,02615,026	$653,629	—	ADD 55%
74	FSB PREMIER WEALTH MANAGEMENT, INC.	14,86314,863	$646,541	—	ADD 19%
75	Rockport Wealth LLC	14,08014,080	$612,480	—	ADD 4%
76	Mariner, LLC	13,86213,862	$602,984	—	ADD 92%
77	GC Wealth Management RIA, LLC	13,63813,638	$593,253	—	ADD 4%
78	GUARDIAN CAPITAL LP	13,60013,600	$591,600	—	—
79	Rossby Financial, LCC	13,58613,586	$589,904	—	ADD 103%
80	Pinnacle Financial Partners, Inc.	13,55313,553	$589,556	—	—
81	Steward Partners Investment Advisory, LLC	13,25313,253	$576,506	—	ADD 3%
82	Goldstein Advisors, LLC	13,24313,243	$576,071	—	ADD 3%
83	KWB Wealth	13,02313,023	$571,857	—	TRIM -23%
84	Milestone Investment Advisors LLC	13,12213,122	$570,807	—	—
85	Essential Planning, LLC.	13,02613,026	$566,649	—	TRIM -2%
86	Farther Finance Advisors, LLC	12,89412,894	$559,838	—	ADD 12%
87	THEORY FINANCIAL LLC	11,83411,834	$514,779	—	ADD 3%
88	Shared Vision Wealth Group LLC	10,80910,809	$470,210	—	TRIM -11%
89	RED CRANE WEALTH MANAGEMENT, LLC	10,73810,738	$467,105	—	TRIM -9%
90	Walkner Condon Financial Advisors LLC	9,8699,869	$429,302	—	—
91	Merit Financial Group, LLC	9,8099,809	$426,678	—	NEW
92	Avise Financial Cooperative, Inc.	9,7429,742	$423,761	—	—
93	ENDEAVOR PRIVATE WEALTH, INC.	9,5129,512	$413,753	—	NEW
94	Traveka Wealth, LLC	9,3609,360	$407,160	—	ADD 3%
95	Apella Capital, LLC	9,0809,080	$397,795	—	NEW
96	Valmark Advisers, Inc.	9,0669,066	$394,371	—	—
97	Financial Connections Group, Inc.	8,8508,850	$384,000	—	ADD 4%
98	Concurrent Investment Advisors, LLC	8,7008,700	$378,450	—	TRIM -10%
99	Keener Financial Planning LLC	8,5528,552	$372,000	—	ADD 10%
100	LifePlan Investment Advisors, Inc.	8,5078,507	$370,062	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

5.1M

5.0M

5.2M

5.3M

5.2M

$226M

IMPACTfolio, LLC

430K

462K

479K

523K

602K

621K

$27M

LPL Financial LLC

428K

476K

617K

415K

585K

603K

$26M

ENVESTNET ASSET MANAGEMENT INC

1.3M

1.6M

504K

484K

510K

$22M

Thrivent Financial for Lutherans

101K

94K

11K

456K

430K

406K

$18M

SEEDS INVESTOR LLC

374K

370K

330K

345K

360K

371K

$16M

JONES FINANCIAL COMPANIES LLLP

200K

222K

257K

299K

318K

369K

$16M

JPMORGAN CHASE & CO

348K

387K

396K

742K

299K

301K

$13M

Allworth Financial LP

208K

220K

225K

234K

240K

257K

$11M

GOLDMAN SACHS GROUP INC

—

238K

$10M

Advisory Services Network, LLC

153K

156K

159K

155K

169K

$7M

MORGAN STANLEY

146K

142K

144K

157K

156K

$7M

Bond & Devick Financial Network, Inc.

—

129K

144K

$6M

CITADEL ADVISORS LLC

157K

—

291K

77K

129K

$6M

Envestnet Portfolio Solutions, Inc.

454K

339K

365K

93K

92K

90K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	160	12,417,550	—	$538M
2025-Q4	154	12,455,979	—	$547M
2025-Q3	152	12,740,637	—	$560M
2025-Q2	172	13,592,045	—	$592M
2025-Q1	169	12,770,315	—	$553M
2024-Q4	163	13,629,623	—	$580M
2024-Q3	157	13,790,797	—	$611M
2024-Q2	140	12,901,019	—	$545M
2024-Q1	132	12,480,134	—	$535M
2023-Q4	138	11,998,128	—	$519M
2023-Q3	131

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding EUSB · 2026-Q1 methodology → sources →

160 holders

% of shares outstanding held

—

Shares held (13F)

12,417,550

Reporting holders

160

Top holders

largest 100 of 160 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	5,193,5465.2M	$226M	—	—
2	IMPACTfolio, LLC	620,700620,700	$27M	—	ADD 3%
3	LPL Financial LLC	603,213603,213	$26M	—	ADD 3%
4	ENVESTNET ASSET MANAGEMENT INC	510,207510,207	$22M	—	ADD 6%
5	Thrivent Financial for Lutherans	406,025406,025	$18M	—	TRIM -6%
6	SEEDS INVESTOR LLC	370,504370,504	$16M	—	ADD 3%
7	JONES FINANCIAL COMPANIES LLLP	368,784368,784	$16M	—	ADD 16%
8	JPMORGAN CHASE & CO	301,287301,287	$13M	—	—
9	Allworth Financial LP	256,560256,560	$11M	—	ADD 7%
10	GOLDMAN SACHS GROUP INC	237,767237,767	$10M	—	NEW
11	Advisory Services Network, LLC	168,950168,950	$7M	—	ADD 9%
12	MORGAN STANLEY	156,440156,440	$7M	—	—
13	Bond & Devick Financial Network, Inc.	143,639143,639	$6M	—	ADD 11%
14	CITADEL ADVISORS LLC	128,997128,997	$6M	—	ADD 68%
15	Envestnet Portfolio Solutions, Inc.	89,90189,901	$4M	—	—
16	Perigon Wealth Management, LLC	85,46085,460	$4M	—	ADD 6%
17	Decker Retirement Planning Inc.	83,25083,250	$4M	—	ADD 16%
18	One Wealth Advisors, LLC	78,81678,816	$3M	—	TRIM -4%
19	SOFI WEALTH, LLC	78,64178,641	$3M	—	ADD 37%
20	Archer Investment Management, LLC	75,72575,725	$3M	—	ADD 680%
21	Jordan Park Group LLC	74,64674,646	$3M	—	—
22	RETIREMENT CAPITAL STRATEGIES	71,39571,395	$3M	—	ADD 3%
23	Stewardship Advisors, LLC	70,80070,800	$3M	—	TRIM -15%
24	Cetera Investment Advisers	68,99168,991	$3M	—	—
25	Balanced Rock Investment Advisors LLC	68,55668,556	$3M	—	TRIM -4%
26	JANE STREET GROUP, LLC	68,43968,439	$3M	—	NEW
27	US BANCORP \DE\	66,42766,427	$3M	—	—
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP	63,73463,734	$3M	—	NEW
29	OSAIC HOLDINGS, INC.	54,92054,920	$2M	—	TRIM -7%
30	OneDigital Investment Advisors LLC	52,26652,266	$2M	—	ADD 25%
31	Baker Avenue Asset Management, LP	50,50050,500	$2M	—	—
32	Charter Oak Capital Management, LLC	48,47248,472	$2M	—	ADD 37%
33	Stratos Wealth Partners, LTD.	48,33348,333	$2M	—	ADD 9%
34	Xena Financial Planning, LLC	45,69045,690	$2M	—	ADD 87%
35	WELLS FARGO & COMPANY/MN	44,58144,581	$2M	—	ADD 11%
36	ROYAL BANK OF CANADA	44,44544,445	$2M	—	TRIM -41%
37	Leonard Rickey Investment Advisors P.L.L.C.	42,38942,389	$2M	—	—
38	Accredited Investors Inc.	41,01541,015	$2M	—	—
39	Perennial Investment Advisors, LLC	40,88740,887	$2M	—	—
40	BANK OF AMERICA CORP /DE/	40,40240,402	$2M	—	—
41	GeoWealth Management, LLC	40,28140,281	$2M	—	TRIM -10%
42	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	38,14438,144	$2M	—	ADD 11%
43	Haverford Trust Co	35,86535,865	$2M	—	—
44	RAYMOND JAMES FINANCIAL INC	34,84334,843	$2M	—	ADD 8%
45	Tarbox Family Office, Inc.	32,68432,684	$1M	—	ADD 9%
46	UNITED CAPITAL FINANCIAL ADVISORS, LLC	31,99531,995	$1M	—	—
47	UBS Group AG	31,05031,050	$1M	—	ADD 13%
48	Johnson Bixby & Associates, LLC	30,26730,267	$1M	—	ADD 2%
49	COMMONWEALTH EQUITY SERVICES, LLC	29,09229,092	$1M	—	TRIM -21%
50	BFSG, LLC	28,31228,312	$1M	—	ADD 5%
51	Sandbox Financial Partners, LLC	27,78627,786	$1M	—	ADD 27%
52	Davis Wealth Advisors, LLC	27,39627,396	$1M	—	TRIM -4%
53	MML INVESTORS SERVICES, LLC	27,26427,264	$1M	—	TRIM -32%
54	Van Hulzen Asset Management, LLC	24,63524,635	$1M	—	—
55	Betterment LLC	23,82023,820	$1M	—	TRIM -50%
56	Central Pacific Bank - Trust Division	21,93221,932	$954,042	—	—
57	ACTION POINT FINANCIAL PLANNING, LLC	21,22721,227	$923,288	—	NEW
58	Sonoma Allocations LLC	21,06821,068	$916,473	—	ADD 51%
59	Cambridge Investment Research Advisors, Inc.	21,01621,016	$914,000	—	TRIM -5%
60	Equitable Holdings, Inc.	20,77920,779	$912,406	—	TRIM -12%
61	Horst & Graben Wealth Management LLC	20,69620,696	$903,595	—	—
62	HSBC HOLDINGS PLC	20,40020,400	$887,400	—	TRIM -50%
63	Brookstone Capital Management	19,91219,912	$866,175	—	ADD 4%
64	Skyline Advisors, Inc.	18,19518,195	$791,484	—	TRIM -46%
65	Sharkey, Howes & Javer	17,87317,873	$777,496	—	ADD 4%
66	NATIXIS ADVISORS, LLC	17,84917,849	$776,000	—	ADD 16%
67	Mason & Associates Inc	17,70417,704	$768,885	—	ADD 137%
68	Sequoia Financial Advisors, LLC	17,46217,462	$759,597	—	NEW
69	Savant Capital, LLC	16,88316,883	$734,414	—	—
70	Ally Invest Advisors Inc.	15,62915,629	$679,863	—	ADD 4%
71	ASSETMARK, INC	15,59415,594	$678,339	—	ADD 10%
72	VALLEY NATIONAL ADVISERS INC	15,41515,415	$670,000	—	ADD 9%
73	Apollon Wealth Management, LLC	15,02615,026	$653,629	—	ADD 55%
74	FSB PREMIER WEALTH MANAGEMENT, INC.	14,86314,863	$646,541	—	ADD 19%
75	Rockport Wealth LLC	14,08014,080	$612,480	—	ADD 4%
76	Mariner, LLC	13,86213,862	$602,984	—	ADD 92%
77	GC Wealth Management RIA, LLC	13,63813,638	$593,253	—	ADD 4%
78	GUARDIAN CAPITAL LP	13,60013,600	$591,600	—	—
79	Rossby Financial, LCC	13,58613,586	$589,904	—	ADD 103%
80	Pinnacle Financial Partners, Inc.	13,55313,553	$589,556	—	—
81	Steward Partners Investment Advisory, LLC	13,25313,253	$576,506	—	ADD 3%
82	Goldstein Advisors, LLC	13,24313,243	$576,071	—	ADD 3%
83	KWB Wealth	13,02313,023	$571,857	—	TRIM -23%
84	Milestone Investment Advisors LLC	13,12213,122	$570,807	—	—
85	Essential Planning, LLC.	13,02613,026	$566,649	—	TRIM -2%
86	Farther Finance Advisors, LLC	12,89412,894	$559,838	—	ADD 12%
87	THEORY FINANCIAL LLC	11,83411,834	$514,779	—	ADD 3%
88	Shared Vision Wealth Group LLC	10,80910,809	$470,210	—	TRIM -11%
89	RED CRANE WEALTH MANAGEMENT, LLC	10,73810,738	$467,105	—	TRIM -9%
90	Walkner Condon Financial Advisors LLC	9,8699,869	$429,302	—	—
91	Merit Financial Group, LLC	9,8099,809	$426,678	—	NEW
92	Avise Financial Cooperative, Inc.	9,7429,742	$423,761	—	—
93	ENDEAVOR PRIVATE WEALTH, INC.	9,5129,512	$413,753	—	NEW
94	Traveka Wealth, LLC	9,3609,360	$407,160	—	ADD 3%
95	Apella Capital, LLC	9,0809,080	$397,795	—	NEW
96	Valmark Advisers, Inc.	9,0669,066	$394,371	—	—
97	Financial Connections Group, Inc.	8,8508,850	$384,000	—	ADD 4%
98	Concurrent Investment Advisors, LLC	8,7008,700	$378,450	—	TRIM -10%
99	Keener Financial Planning LLC	8,5528,552	$372,000	—	ADD 10%
100	LifePlan Investment Advisors, Inc.	8,5078,507	$370,062	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

5.1M

5.0M

5.2M

5.3M

5.2M

$226M

IMPACTfolio, LLC

430K

462K

479K

523K

602K

621K

$27M

LPL Financial LLC

428K

476K

617K

415K

585K

603K

$26M

ENVESTNET ASSET MANAGEMENT INC

1.3M

1.6M

504K

484K

510K

$22M

Thrivent Financial for Lutherans

101K

94K

11K

456K

430K

406K

$18M

SEEDS INVESTOR LLC

374K

370K

330K

345K

360K

371K

$16M

JONES FINANCIAL COMPANIES LLLP

200K

222K

257K

299K

318K

369K

$16M

JPMORGAN CHASE & CO

348K

387K

396K

742K

299K

301K

$13M

Allworth Financial LP

208K

220K

225K

234K

240K

257K

$11M

GOLDMAN SACHS GROUP INC

—

238K

$10M

Advisory Services Network, LLC

153K

156K

159K

155K

169K

$7M

MORGAN STANLEY

146K

142K

144K

157K

156K

$7M

Bond & Devick Financial Network, Inc.

—

129K

144K

$6M

CITADEL ADVISORS LLC

157K

—

291K

77K

129K

$6M

Envestnet Portfolio Solutions, Inc.

454K

339K

365K

93K

92K

90K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	160	12,417,550	—	$538M
2025-Q4	154	12,455,979	—	$547M
2025-Q3	152	12,740,637	—	$560M
2025-Q2	172	13,592,045	—	$592M
2025-Q1	169	12,770,315	—	$553M
2024-Q4	163	13,629,623	—	$580M
2024-Q3	157	13,790,797	—	$611M
2024-Q2	140	12,901,019	—	$545M
2024-Q1	132	12,480,134	—	$535M
2023-Q4	138	11,998,128	—	$519M
2023-Q3	131

Short interest has its own tab now — open SI →

EUSB☆

Institutional ownership· 13F filers holding EUSB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding EUSB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

EUSB