EUSA Institutional Ownership
iShares MSCI USA Equal Weighted ETF
1W: -0.5%
1M: -2.9%
3M: -2.5%
YTD: +8.1%
1Y: +9.7%
3Y: +56.0%
5Y: +39.9%
$112.51
+0.47 (+0.42%)
Weekly Expected Move ±1.3%
$110
$111
$113
$114
$115
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — EUSA
172
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
22
New Positions
54
Increased
57
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (179 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 2,222,997 | $250M | +150,252 | +7.2% | 11Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,068,393 | $120M | -805 | -0.1% | 15Q | SEC ↗ |
| 3 | Henshaw Capital LLC | 772,000 | $87M | -2,400 | -0.3% | 10Q | SEC ↗ |
| 4 | Strategic Financial Services, Inc. | 390,238 | $44M | +6,741 | +1.8% | 7Q | SEC ↗ |
| 5 | GenTrust, LLC | 360,054 | $41M | -9,020 | -2.4% | 5Q | SEC ↗ |
| 6 | LPL Financial LLC | 348,434 | $39M | +78,743 | +29.2% | 43Q | SEC ↗ |
| 7 | MORGAN STANLEY | 323,146 | $36M | -14,237 | -4.2% | 52Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 304,748 | $34M | -8,718 | -2.8% | 25Q | SEC ↗ |
| 9 | Calydon Capital | 284,423 | $32M | +537 | +0.2% | 5Q | SEC ↗ |
| 10 | D.A. DAVIDSON & CO. | 284,370 | $32M | -11,106 | -3.8% | 25Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 264,950 | $30M | +538 | +0.2% | 5Q | SEC ↗ |
| 12 | Arkadios Wealth Advisors | 264,884 | $30M | +13,561 | +5.4% | 23Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 252,790 | $28M | -26,015 | -9.3% | 26Q | SEC ↗ |
| 14 | DAVIDSON INVESTMENT ADVISORS | 251,532 | $28M | +2,912 | +1.2% | 25Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 179,720 | $20M | +3,438 | +2.0% | 11Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 173,882 | $20M | +5,684 | +3.4% | 48Q | SEC ↗ |
| 17 | Private Advisory Group LLC | 168,089 | $19M | -38,983 | -18.8% | 5Q | SEC ↗ |
| 18 | Crews Bank & Trust | 143,137 | $16M | -2,245 | -1.5% | 7Q | SEC ↗ |
| 19 | Ironwood Financial, llc | 115,285 | $13M | -4,369 | -3.7% | 25Q | SEC ↗ |
| 20 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTH | 99,998 | $11M | -2 | -0.0% | 6Q | SEC ↗ |
| 21 | Swisher Financial Concepts, Inc. | 83,605 | $9M | -85 | -0.1% | 6Q | SEC ↗ |
| 22 | Financial Architects, LLC | 82,322 | $9M | +607 | +0.7% | 11Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 78,669 | $9M | +11,551 | +17.2% | 15Q | SEC ↗ |
| 24 | Genesis Wealth Advisors, LLC | 78,386 | $9M | +1,759 | +2.3% | 7Q | SEC ↗ |
| 25 | UBS Group AG | 75,385 | $8M | +20,508 | +37.4% | 46Q | SEC ↗ |
| 26 | Dynasty Wealth Management, LLC | 70,423 | $8M | +31,159 | +79.4% | 4Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 67,089 | $8M | +29,841 | +80.1% | 21Q | SEC ↗ |
| 28 | Cerity Partners LLC | 66,201 | $7M | -10,472 | -13.7% | 9Q | SEC ↗ |
| 29 | Sunbelt Securities, Inc. | 62,653 | $7M | +13,142 | +26.5% | 21Q | SEC ↗ |
| 30 | First Heartland Consultants, Inc. | 61,853 | $7M | +1,018 | +1.7% | 42Q | SEC ↗ |
| 31 | SCOTIA CAPITAL INC. NEW | 50,101 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 45,650 | $5M | +4,770 | +11.7% | 27Q | SEC ↗ |
| 33 | Elmwood Wealth Management, Inc. | 45,476 | $5M | -191 | -0.4% | 19Q | SEC ↗ |
| 34 | Advisory Services Network, LLC | 42,411 | $5M | +2,566 | +6.4% | 9Q | SEC ↗ |
| 35 | Farther Finance Advisors, LLC | 39,906 | $4M | +4,723 | +13.4% | 12Q | SEC ↗ |
| 36 | L2 Asset Management, LLC | 38,655 | $4M | +104 | +0.3% | 6Q | SEC ↗ |
| 37 | FIRST MANHATTAN CO. LLC. | 29,032 | $3M | -2,829 | -8.9% | 5Q | SEC ↗ |
| 38 | Stratos Investment Management, LLC | 27,663 | $3M | -176 | -0.6% | 7Q | SEC ↗ |
| 39 | FMR LLC | 26,764 | $3M | +6,255 | +30.5% | 25Q | SEC ↗ |
| 40 | Mariner, LLC | 26,621 | $3M | +1,107 | +4.3% | 16Q | SEC ↗ |
| 41 | LBMC INVESTMENT ADVISORS, LLC | 25,067 | $3M | +51 | +0.2% | 5Q | SEC ↗ |
| 42 | SAGESPRING WEALTH PARTNERS, LLC | 24,862 | $3M | +5,888 | +31.0% | 5Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC | 23,847 | $3M | +10 | +0.0% | 7Q | SEC ↗ |
| 44 | Pembroke Management, LTD | 23,623 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 45 | Corient Private Wealth LP | 22,600 | $3M | -41,856 | -64.9% | 9Q | SEC ↗ |
| 46 | ZWJ INVESTMENT COUNSEL INC | 21,642 | $2M | -3,097 | -12.5% | 5Q | SEC ↗ |
| 47 | WESCAP Management Group, Inc. | 21,479 | $2M | +851 | +4.1% | 26Q | SEC ↗ |
| 48 | XY Planning Network, Inc. | 20,498 | $2M | +600 | +3.0% | 3Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 18,971 | $2M | +4,442 | +30.6% | 9Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 18,959 | $2M | +1,851 | +10.8% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SCOTIA CAPITAL INC. | 50,101 | $6M |
| Affinity Capital Advisors, LLC | 9,850 | $1M |
| Global Retirement Partners, LLC | 9,679 | $1M |
| HRT FINANCIAL LP | 6,278 | $706K |
| Quantinno Capital Management LP | 4,064 | $457K |
| HORAN Wealth, LLC | 3,672 | $413K |
| Integrated Wealth Concepts LLC | 3,451 | $388K |
| Strategic Investment Advisors / MI | 3,032 | $341K |
| Kestra Advisory Services, LLC | 2,043 | $230K |
| CAPTRUST FINANCIAL ADVISORS | 2,041 | $230K |
| John W. Brooker & Co., CPAs | 1,949 | $219K |
| Bay Colony Advisory Group, Inc d/b/ | 1,942 | $218K |
| HB Wealth Management, LLC | 1,919 | $216K |
| Essex Financial Services, Inc. | 1,883 | $212K |
| PATRICK M SWEENEY & ASSOCIATES, INC | 1,835 | $206K |
| SAXON INTERESTS, INC. | 1,759 | $198K |
| Merit Financial Group, LLC | 1,754 | $197K |
| Concord Wealth Partners | 1,500 | $169K |
| Buck Wealth Strategies, LLC | 1,147 | $129K |
| Vermillion Wealth Management, Inc. | 92 | $10K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PALLADIEM, LLC | 79,327 | $9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 42,200 | $5M |
| CITADEL ADVISORS LLC | 23,563 | $3M |
| BlackRock, Inc. | 21,356 | $2M |
| JANE STREET GROUP, LLC | 9,116 | $1M |
| 71 West Capital Partners | 4,554 | $512K |
| WealthShield Partners, LLC | 4,405 | $496K |
| Sanctuary Advisors, LLC | 2,515 | $283K |
| D. E. Shaw & Co., Inc. | 2,304 | $259K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,027 | $228K |
| HM PAYSON & CO | 2,000 | $225K |
| Tower Research Capital LLC (TRC) | 1,723 | $194K |
| Western Wealth Management, LLC | 643 | $72K |
| United Community Bank | 213 | $24K |
| WFA of San Diego, LLC | 165 | $19K |
| Virginia Estate & Retirement Planni | 158 | $18K |
| Kohmann Bosshard Financial Services | 122 | $14K |
| ALBION FINANCIAL GROUP /UT | 100 | $11K |
| Allworth Financial LP | 40 | $5K |
| VANGUARD ADVISERS INC | 13 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | +150,252 | +7.2% | 2,222,997 |
| LPL Financial LLC | +78,743 | +29.2% | 348,434 |
| Dynasty Wealth Management, LLC | +31,159 | +79.4% | 70,423 |
| COMMONWEALTH EQUITY SERVICES, LLC | +29,841 | +80.1% | 67,089 |
| UBS Group AG | +20,508 | +37.4% | 75,385 |
| Arkadios Wealth Advisors | +13,561 | +5.4% | 264,884 |
| Sunbelt Securities, Inc. | +13,142 | +26.5% | 62,653 |
| JPMORGAN CHASE & CO | +11,551 | +17.2% | 78,669 |
| Strategic Financial Services, Inc. | +6,741 | +1.8% | 390,238 |
| NewEdge Advisors, LLC | +6,332 | +120.5% | 11,585 |
| FMR LLC | +6,255 | +30.5% | 26,764 |
| SAGESPRING WEALTH PARTNERS, LLC | +5,888 | +31.0% | 24,862 |
| WELLS FARGO & COMPANY/MN | +5,684 | +3.4% | 173,882 |
| UNIQUE WEALTH, LLC | +4,915 | +35.9% | 18,606 |
| ROYAL BANK OF CANADA | +4,770 | +11.7% | 45,650 |
| Farther Finance Advisors, LLC | +4,723 | +13.4% | 39,906 |
| Goodman Financial Corp | +4,601 | +33.5% | 18,326 |
| JONES FINANCIAL COMPANIES LLLP | +4,442 | +30.6% | 18,971 |
| Robertson Stephens Wealth Managemen | +3,957 | +158.7% | 6,451 |
| Cetera Investment Advisers | +3,438 | +2.0% | 179,720 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | -304,829 | -99.0% | 3,225 |
| Corient Private Wealth LP | -41,856 | -64.9% | 22,600 |
| Private Advisory Group LLC | -38,983 | -18.8% | 168,089 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -26,015 | -9.3% | 252,790 |
| MORGAN STANLEY | -14,237 | -4.2% | 323,146 |
| D.A. DAVIDSON & CO. | -11,106 | -3.8% | 284,370 |
| RAYMOND JAMES FINANCIAL INC | -10,476 | -70.7% | 4,337 |
| Cerity Partners LLC | -10,472 | -13.7% | 66,201 |
| GenTrust, LLC | -9,020 | -2.4% | 360,054 |
| ENVESTNET ASSET MANAGEMENT INC | -8,718 | -2.8% | 304,748 |
| Ironwood Financial, llc | -4,369 | -3.7% | 115,285 |
| Bangor Savings Bank | -3,468 | -24.0% | 10,953 |
| Parallel Advisors, LLC | -3,253 | -30.6% | 7,364 |
| Benchmark Financial Wealth Advisors | -3,157 | -26.3% | 8,834 |
| ZWJ INVESTMENT COUNSEL INC | -3,097 | -12.5% | 21,642 |
| FIRST MANHATTAN CO. LLC. | -2,829 | -8.9% | 29,032 |
| Henshaw Capital LLC | -2,400 | -0.3% | 772,000 |
| Gilbert Capital Group, Inc. | -2,252 | -15.7% | 12,128 |
| Crews Bank & Trust | -2,245 | -1.5% | 143,137 |
| BESSEMER GROUP INC | -1,714 | -11.0% | 13,936 |