Who Owns ESG ADVANCED UNIVERSAL (EUSB)? -- Institutional Holders (2026-06-30)

171 institutions reported holding $570.3M of ESG ADVANCED UNIVERSAL (EUSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($252.2M), IMPACTfolio, LLC ($27.7M), LPL Financial LLC ($23.7M), ENVESTNET ASSET MANAGEMENT INC ($22.8M), JONES FINANCIAL COMPANIES LLLP ($18.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$252.2M5.8MAdded
2IMPACTfolio, LLC$27.7M638,127Added
3LPL Financial LLC$23.7M545,647Trimmed
4ENVESTNET ASSET MANAGEMENT INC$22.8M525,409Added
5JONES FINANCIAL COMPANIES LLLP$18.0M412,309Added
6Thrivent Financial for Lutherans$16.4M376,418Trimmed
7SEEDS INVESTOR LLC$15.9M366,740Trimmed
8JPMORGAN CHASE & CO$13.7M314,386Added
9Allworth Financial LP$11.8M272,256Added
10Advisory Services Network, LLC$7.5M173,077Added
11GOLDMAN SACHS GROUP INC$7.0M161,071Trimmed
12MORGAN STANLEY$7.0M160,267Added
13Bond & Devick Financial Network, Inc.$6.6M152,643Added
14Decker Retirement Planning Inc.$4.5M103,122Added
15Perigon Wealth Management, LLC$4.3M99,965Added
16Envestnet Portfolio Solutions, Inc.$4.2M96,390Added
17SOFI WEALTH, LLC$4.1M93,698Added
18One Wealth Advisors, LLC$4.1M93,372Added
19Stewardship Advisors, LLC$3.8M87,081Added
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M78,761Added
21Xena Financial Planning, LLC$3.3M76,669Added
22Archer Investment Management, LLC$3.3M76,663Added
23BANK OF AMERICA CORP /DE/$3.3M76,171Added
24Jordan Park Group LLC$3.2M74,646Hold
25US BANCORP \DE\$3.2M73,634Added

来源：SEC 13F 申报文件 · 截至 2026-06-30