Institutional Holders (2026 Q2)
53 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EUSC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cathy Pareto & Associates, Inc | 5.33% | 162,891 | $9.1M |
| 2 | Sonoma Allocations LLC | 4.22% | 243,924 | $13.6M |
| 3 | WESCAP Management Group, Inc. | 0.75% | 71,888 | $4.0M |
| 4 | Spinnaker Investment Group, LLC | 0.40% | 44,722 | $2.5M |
| 5 | Ameriflex Group, INC. | 0.26% | 11,255 | $628K |
| 6 | E&G Advisors, LLC | 0.17% | 15,837 | $884K |
| 7 | SFG Wealth Management, LLC. | 0.16% | 7,731 | $431K |
| 8 | Stephens Inc /Ar/ | 0.15% | 247,029 | $13.8M |
| 9 | GC Wealth Management RIA, LLC | 0.14% | 44,973 | $2.5M |
| 10 | Berkeley, Inc | 0.14% | 7,978 | $445K |
| 11 | Flagstar Securities, Inc | 0.12% | 7,163 | $400K |
| 12 | Sowell Financial Services LLC | 0.08% | 43,868 | $2.4M |
| 13 | Insigneo Advisory Services, LLC | 0.07% | 32,662 | $1.8M |
| 14 | BridgePort Financial Solutions, LLC | 0.06% | 4,221 | $236K |
| 15 | Consultiva Wealth Management, CORP. | 0.06% | 447 | $25K |
| 16 | Cary Street Partners Financial LLC | 0.02% | 12,872 | $718K |
| 17 | Main Street Group, LTD | 0.02% | 1,164 | $65K |
| 18 | D.A. Davidson & CO. | 0.01% | 43,426 | $2.4M |
| 19 | Private Trust Co NA | 0.01% | 3,002 | $168K |
| 20 | Harbour Investments, INC. | 0.01% | 17,101 | $954K |
| 21 | Johnson Investment Counsel Inc | 0.01% | 27,100 | $1.5M |
| 22 | Peck Wealth Management, LLC | 0.01% | 124 | $7K |
| 23 | LPL Financial LLC | 0.00% | 368,670 | $20.6M |
| 24 | Sanctuary Advisors, LLC | 0.00% | 15,975 | $892K |
| 25 | Whittier Trust Co | 0.00% | 6,885 | $394K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|