EUSB

Ishr Esg Advn Universal BD-$ETF
UnclassifiedUSCUSIP 46436E619◍ Confluence graph
Tracked 13F Holders
144
-52 QoQ
13F Value (tracked)
$513.8M
13F Moves · latest Q
32 added
9 trimmed
Recent Filings
0

Who owns EUSB?

144 tracked 13F filers

144 tracked 13F filers disclose a position in EUSB as of the latest SEC 13F filings, a combined $513.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$225.9M
5.2M
−1.8%
Reduced · −97K sh
Q1 2026
2IMPACTfolio, LLC
$27.7M
638K
+2.8%
Added · +17K sh
Q2 2026
3LPL Financial LLC
$26.2M
603K
+3.1%
Added · +18K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$22.2M
510K
+5.5%
Added · +27K sh
Q1 2026
5JONES FINANCIAL COMPANIES LLLP
$15.9M
369K
+16%
Added · +51K sh
Q1 2026
6SEEDS INVESTOR LLC
$15.9M
367K
−1.0%
Reduced · −4K sh
Q2 2026
7JPMORGAN CHASE & CO
$13.1M
301K
+0.8%
Added · +2K sh
Q1 2026
8Allworth Financial LP
$11.2M
257K
+7.1%
Added · +17K sh
Q1 2026
9GOLDMAN SACHS GROUP INC
$10.3M
238K
+373%
Added · +188K sh
Q1 2026
10Advisory Services Network, LLC
$7.3M
169K
+8.8%
Added · +14K sh
Q1 2026
11MORGAN STANLEY
$6.8M
156K
−0.4%
Reduced · −590 sh
Q1 2026
12Bond & Devick Financial Network, Inc.
$6.6M
153K
+6.3%
Added · +9K sh
Q2 2026
13Decker Retirement Planning Inc.
$4.5M
103K
+24%
Added · +20K sh
Q2 2026
14Perigon Wealth Management, LLC
$4.3M
100K
+17%
Added · +15K sh
Q2 2026
15Envestnet Portfolio Solutions, Inc.
$4.2M
96K
+7.2%
Added · +6K sh
Q2 2026
16SOFI WEALTH, LLC
$4.1M
94K
+19%
Added · +15K sh
Q2 2026
17One Wealth Advisors, LLC
$4.1M
93K
+18%
Added · +15K sh
Q2 2026
18Stewardship Advisors, LLC
$3.8M
87K
+23%
Added · +16K sh
Q2 2026
19Xena Financial Planning, LLC
$3.3M
77K
+68%
Added · +31K sh
Q2 2026
20Archer Investment Management, LLC
$3.3M
77K
+1.2%
Added · +938 sh
Q2 2026
21Jordan Park Group LLC
$3.2M
75K
Held
Q1 2026
22RETIREMENT CAPITAL STRATEGIES
$3.1M
71K
+2.7%
Added · +2K sh
Q1 2026
23Balanced Rock Investment Advisors LLC
$3.1M
70K
+4.3%
Added · +3K sh
Q3 2025
24Cetera Investment Advisers
$3.0M
69K
−1.9%
Reduced · −1K sh
Q1 2026
25JANE STREET GROUP, LLC
$3.0M
68K
New
+68K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EUSB being bought or sold by institutions?

Last quarter, 2 funds opened a new position in EUSB and 30 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
30
funds
Reduced
9
funds
Exited
0
funds

Funds that own EUSB also own

CompanyCo-held byCombined value
APPLE INCAAPL65 funds$19.6B
NVIDIA CORPNVDA64 funds$23.9B
MICROSOFT CORPMSFT64 funds$18.4B
AMAZON.COM INCAMZN63 funds$15.5B
VANGUARD S&P 500 ETFVOO63 funds$3.5B
ISHARES CORE S&P 500 ETFIVV61 funds$6.9B
SS SPDR S&P 500 ETF TRUST-USSPY60 funds$3.2B
VANGUARD TOTAL STOCK MKT ETFVTI60 funds$2.9B
ALPHABET INC-CL AGOOGL59 funds$13.3B
ALPHABET INC-CL CGOOG59 funds$7.5B
ELI LILLY & COLLY59 funds$5.8B
JPMORGAN CHASE & COJPM58 funds$6.9B

Ranked by how many of EUSB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

86 funds-23 since Q3 2024
069138Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $121.7M

Share classes

Class13F holdersValue held
SGOVcs1170 funds$19.6B
IBDUmc351 funds$2.8B
IBDVmc317 funds$2.2B
IBTGmc292 funds$1.8B
IBTHmc287 funds$1.8B
USXFmc275 funds$858.7M
IBDWmc263 funds$1.7B
DMXFmc242 funds$620.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in EUSB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EUSB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EUSB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EUSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.