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Security record · archived quarter

EUSB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
27Tracked holders
0Δ holders
7.78MShares held
$341.55MReported value
+0New positions
−0Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -7.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 32 +1 8.71M $378.77M +2 −1
Q1 2026 32 +5 8.15M $354.31M +5
Q4 2025 27 0 7.78M $341.55M
Q3 2025 5 +1 6.43M $282.26M +1
Q2 2025 2 -1 5.22M $227.33M −1
Q1 2025 1 0 8.79K $380,610
Q4 2024 1 0 157.03K $6.67M
Q3 2024 1 +1 4.92K $218,089 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 5.29M +0.8% $232.33M 0.0% ▲ Add 3 SEC ↗
2 LPL Financial LLC 584.92K $25.68M 0.0% n/c 1 SEC ↗
3 Envestnet Asset Management Inc 483.59K $21.23M 0.0% n/c 1 SEC ↗
4 Jones Financial Companies Lllp 317.94K $13.96M 0.0% n/c 1 SEC ↗
5 JPMorgan Chase 298.89K -59.7% $13.12M 0.0% ▼ Trim 2 SEC ↗
6 JPMorgan Chase 298.89K -59.7% $13.12M 0.0% ▼ Trim 2 SEC ↗
7 Morgan Stanley 157.03K +8.7% $6.90M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 157.03K +8.7% $6.90M 0.0% ▲ Add 2 SEC ↗
9 Citadel Advisors 76.60K -73.7% $3.36M 0.0% ▼ Trim 2 SEC ↗
10 Royal Bank Of Canada 74.88K $3.29M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 74.88K $3.29M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 74.88K $3.29M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 74.88K $3.29M 0.0% n/c 1 SEC ↗
14 Cetera Investment Advisers 70.36K $3.09M 0.0% n/c 1 SEC ↗
15 Us Bancorp \De\ 66.61K $2.93M 0.0% n/c 1 SEC ↗
16 Osaic Holdings, Inc. 59.16K $2.60M 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 59.16K $2.60M 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 59.16K $2.60M 0.0% n/c 1 SEC ↗
19 Hsbc Holdings Plc 40.80K $1.79M 0.0% n/c 1 SEC ↗
20 Hsbc Holdings Plc 40.80K $1.79M 0.0% n/c 1 SEC ↗
21 Mml Investors Services, Llc 40.07K $1.76M 0.0% n/c 1 SEC ↗
22 Wells Fargo & Company/Mn 40.01K $1.76M 0.0% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 40.01K $1.76M 0.0% n/c 1 SEC ↗
24 Bank Of America Corp /De/ 39.68K $1.74M 0.0% n/c 1 SEC ↗
25 Bank Of America Corp /De/ 39.68K $1.74M 0.0% n/c 1 SEC ↗
26 Bank Of America Corp /De/ 39.68K $1.74M 0.0% n/c 1 SEC ↗
27 Commonwealth Equity Services, Llc 36.72K $1.61M 0.0% n/c 1 SEC ↗
28 Raymond James Financial Inc 32.14K $1.41M 0.0% n/c 1 SEC ↗
29 Raymond James Financial Inc 32.14K $1.41M 0.0% n/c 1 SEC ↗
30 UBS Group AG 27.60K $1.21M 0.0% n/c 1 SEC ↗
31 Assetmark, Inc 14.16K $621,678 0.0% n/c 1 SEC ↗
32 HighTower Advisors, LLC 8.13K $357,015 0.0% n/c 1 SEC ↗
33 Bank of New York Mellon Corp 7.24K $317,776 0.0% n/c 1 SEC ↗
34 Bank of New York Mellon Corp 7.24K $317,776 0.0% n/c 1 SEC ↗
35 Mariner, LLC 7.24K $317,756 0.0% n/c 1 SEC ↗
36 Cwm, Llc 2.92K $128,000 0.0% n/c 1 SEC ↗
37 Franklin Resources Inc 416 $18,267 0.0% n/c 1 SEC ↗
38 Rockefeller Capital Management L.P. 264 $11,605 0.0% n/c 1 SEC ↗
39 Qube Research & Technologies Ltd 68 $2,986 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) 20 0.0% $879 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 159 holders, 12.12M shares, $502.72M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API