ISHR ESG ADVN UNIVERSAL BD-$ EUSB
$43.29
-0.0% 52w: $41.45 – $43.85
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data41.4542.6543.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
161
+6 QoQ
13F value
$540.4M
-1.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EUSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.2M | $225.9M | 0.0% | -1.8% |
| IMPACTfolio, LLC | Wealth advisor | 620.7K | $27.0M | 11.5% | +3.1% |
| LPL Financial LLC | Bank broker | 603.2K | $26.2M | 0.0% | +3.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 510.2K | $22.2M | 0.0% | +5.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 406.0K | $17.7M | 0.0% | -5.6% |
| SEEDS INVESTOR LLC | Wealth advisor | 370.5K | $16.2M | 2.2% | +3.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 368.8K | $15.9M | 0.0% | +16.0% |
| JPMORGAN CHASE & CO | Bank broker | 301.3K | $13.1M | 0.0% | +0.8% |
| Allworth Financial LP | Wealth advisor | 256.6K | $11.2M | 0.0% | +7.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 237.8K | $10.3M | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 168.9K | $7.3M | 0.1% | +8.8% |
| MORGAN STANLEY | Bank broker | 156.4K | $6.8M | 0.0% | -0.4% |
| Bond & Devick Financial Network, Inc. | Wealth advisor | 143.6K | $6.2M | 1.7% | +11.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 129.0K | $5.6M | 0.0% | +68.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 89.9K | $3.9M | 0.0% | -1.9% |
| Perigon Wealth Management, LLC | Wealth advisor | 85.5K | $3.7M | 0.1% | +5.8% |
| Decker Retirement Planning Inc. | Wealth advisor | 83.3K | $3.6M | 1.6% | +16.3% |
| One Wealth Advisors, LLC | Wealth advisor | 78.8K | $3.4M | 0.4% | -3.7% |
| SOFI WEALTH, LLC | Wealth advisor | 78.6K | $3.4M | 0.2% | +37.0% |
| Archer Investment Management, LLC | Wealth advisor | 75.7K | $3.3M | 1.4% | +679.9% |
| Jordan Park Group LLC | Wealth advisor | 74.6K | $3.2M | 0.2% | Held |
| RETIREMENT CAPITAL STRATEGIES | Wealth advisor | 71.4K | $3.1M | 1.2% | +2.7% |
| Stewardship Advisors, LLC | Wealth advisor | 70.8K | $3.1M | 0.7% | -14.7% |
| Cetera Investment Advisers | Wealth advisor | 69.0K | $3.0M | 0.0% | -2.0% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 68.6K | $3.0M | 2.1% | -4.0% |
| JANE STREET GROUP, LLC | Market maker | 68.4K | $3.0M | 0.0% | New |
| US BANCORP \DE\ | Wealth advisor | 66.4K | $2.9M | 0.0% | -0.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 63.7K | $2.8M | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 56.0K | $2.4M | 0.0% | +40.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 54.9K | $2.4M | 0.0% | -7.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 52.3K | $2.3M | 0.0% | +24.5% |
| Baker Avenue Asset Management, LP | Other | 50.5K | $2.2M | 0.1% | +1.2% |
| Charter Oak Capital Management, LLC | Wealth advisor | 48.5K | $2.1M | 0.2% | +37.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 48.3K | $2.1M | 0.0% | +8.7% |
| Xena Financial Planning, LLC | Wealth advisor | 45.7K | $2.0M | 2.2% | +86.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 44.6K | $1.9M | 0.0% | +11.4% |
| ROYAL BANK OF CANADA | Bank broker | 44.4K | $1.9M | 0.0% | -40.6% |
| Leonard Rickey Investment Advisors P.L.L.C. | Wealth advisor | 42.4K | $1.8M | 0.3% | +1.5% |
| Accredited Investors Inc. | Wealth advisor | 41.0K | $1.8M | 0.1% | +0.7% |
| Perennial Investment Advisors, LLC | Wealth advisor | 40.9K | $1.8M | 0.1% | +1.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 40.4K | $1.8M | 0.0% | +1.8% |
| GeoWealth Management, LLC | Wealth advisor | 40.3K | $1.8M | 0.1% | -9.8% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Wealth advisor | 38.1K | $1.7M | 0.9% | +10.7% |
| Haverford Trust Co | Other | 35.9K | $1.6M | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 34.8K | $1.5M | 0.0% | +8.4% |
| Tarbox Family Office, Inc. | Wealth advisor | 32.7K | $1.4M | 0.2% | +9.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 32.0K | $1.4M | 0.0% | +1.9% |
| UBS Group AG | Bank broker | 31.1K | $1.4M | 0.0% | +12.5% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 30.3K | $1.3M | 0.2% | +2.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 29.1K | $1.3M | 0.0% | -20.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.