EUHY — Institutional owners (13F)

106 filers · $209.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
ENVESTNET ASSET MANAGEMENT INC $53,902,600 1,000,791 25.80% Shares
LPL Financial LLC $21,229,180 394,155 10.16% Shares
ASSETMARK, INC $16,396,423 304,427 7.85% Shares
Cetera Investment Advisers $14,627,585 271,585 7.00% Shares
MML INVESTORS SERVICES, LLC $8,228,272 152,771 3.94% Shares
MORGAN STANLEY $7,957,016 147,734 3.81% Shares
JPMORGAN CHASE & CO $7,388,248 137,404 3.54% Shares
Envestnet Portfolio Solutions, Inc. $6,180,812 114,757 2.96% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,937,799 110,245 2.84% Shares
Vestmark Advisory Solutions, Inc. $4,455,999 82,733 2.13% Shares
OneDigital Investment Advisors LLC $4,342,217 80,620 2.08% Shares
AE Wealth Management LLC $3,953,984 73,411 1.89% Shares
NorthCoast Asset Management LLC $3,776,468 70,116 1.81% Shares
Kelly Financial Services LLC $3,621,432 67,238 1.73% Shares
Obsido Oy $3,281,851 60,933 1.57% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $2,894,689 54,223 1.39% Shares
Diversify Advisory Services, LLC $2,894,689 54,223 1.39% Shares
Patriot Financial Group Insurance Agency, LLC $2,632,016 48,868 1.26% Shares
JANE STREET GROUP, LLC $2,546,016 47,271 1.22% Shares
JB Capital LLC $2,128,800 39,525 1.02% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1,974,246 36,829 0.94% Shares
BANK OF AMERICA CORP /DE/ $1,805,010 33,513 0.86% Shares
PNC Financial Services Group, Inc. $1,774,222 32,941 0.85% Shares
Breakwater Investment Management $1,435,208 26,647 0.69% Shares
Triad Wealth Partners, LLC $1,337,521 25,104 0.64% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,324,430 24,590 0.63% Shares
OSAIC HOLDINGS, INC. $1,307,557 24,276 0.63% Shares
CreativeOne Wealth, LLC $1,264,610 23,479 0.61% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,144,310 21,246 0.55% Shares
Sanctuary Advisors, LLC $1,059,157 19,665 0.51% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $902,328 17,199 0.43% Shares
Simplicity Wealth,LLC $769,781 14,292 0.37% Shares
ShoreHaven Wealth Partners, LLC $744,529 13,823 0.36% Shares
Summit Financial, LLC $562,229 10,439 0.27% Shares
Invst, LLC $544,417 10,108 0.26% Shares
Haven Private, LLC $541,724 10,058 0.26% Shares
Synergy Asset Management, LLC $532,514 9,887 0.25% Shares
TRUIST FINANCIAL CORP $526,535 9,776 0.25% Shares
Orion Porfolio Solutions, LLC $511,401 9,495 0.24% Shares
Sequoia Financial Advisors, LLC $503,268 9,344 0.24% Shares
World Investment Advisors $468,818 8,895 0.22% Shares
NewEdge Advisors, LLC $455,191 8,451 0.22% Shares
Krasney Financial LLC $422,765 8,058 0.20% Shares
Global View Capital Management LLC $422,532 7,845 0.20% Shares
Insight Wealth Strategies, LLC $404,086 7,702 0.19% Shares
Wagner Wealth Management, Corp $397,487 7,380 0.19% Shares
Integrated Advisors Network LLC $394,777 7,330 0.19% Shares
Advyzon Investment Management, LLC $385,961 7,166 0.18% Shares
Transamerica Financial Advisors, LLC $370,186 6,873 0.18% Shares
Keystone Financial Group $333,073 6,184 0.16% Shares
Avantra Family Wealth, Inc. $319,875 5,939 0.15% Shares
JONES FINANCIAL COMPANIES LLLP $308,338 5,741 0.15% Shares
BANK OF MONTREAL /CAN/ $293,968 5,458 0.14% Shares
Arax Advisory Partners $292,350 5,428 0.14% Shares
Arkadios Wealth Advisors $289,532 5,376 0.14% Shares
EHRLICH FINANCIAL GROUP $278,348 5,168 0.13% Shares
Mutual Advisors, LLC $268,434 4,984 0.13% Shares
Detalus Advisors, LLC $263,865 4,899 0.13% Shares
CAPTRUST FINANCIAL ADVISORS $262,029 4,865 0.13% Shares
BETO FINANCIAL GROUP, LLC $251,341 4,705 0.12% Shares
Synergy Investment Management, LLC $243,374 4,519 0.12% Shares
WETZEL INVESTMENT ADVISORS, INC. $241,993 4,493 0.12% Shares
Two West Capital Advisors LLC $237,772 4,451 0.11% Shares
Keebeck Wealth Management $219,049 4,067 0.10% Shares
Ausdal Financial Partners, Inc. $217,842 4,045 0.10% Shares
Icon Wealth Advisors, LLC $210,431 3,907 0.10% Shares
INVESTED ADVISORS $205,099 3,808 0.10% Shares
Cambridge Financial Group, LLC $202,622 3,762 0.10% Shares
Bank Julius Baer & Co. Ltd, Zurich $187,961 3,495 0.09% Shares
EFG International AG $171,221 3,179 0.08% Shares
GeoWealth Management, LLC $136,604 2,536 0.07% Shares
ROYAL BANK OF CANADA $117,000 2,173 0.06% Shares
IFG Advisory, LLC $106,125 1,970 0.05% Shares
Global Retirement Partners, LLC $77,289 1,435 0.04% Shares
FIFTH THIRD BANCORP $65,979 1,225 0.03% Shares
Rossby Financial, LCC $64,740 1,202 0.03% Shares
Farther Finance Advisors, LLC $56,284 1,045 0.03% Shares
Aptus Capital Advisors, LLC $44,327 823 0.02% Shares
BlackRock, Inc. $44,004 817 0.02% Shares
Capital A Wealth Management, LLC $40,219 810 0.02% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $39,450 736 0.02% Shares
Federation des caisses Desjardins du Quebec $37,433 695 0.02% Shares
Vision Retirement, LLC $35,439 658 0.02% Shares
TD Waterhouse Canada Inc. $30,439 568 0.01% Shares
LFA - Lugano Financial Advisors SA $16,858 313 0.01% Shares
LGT Financial Advisors LLC $12,980 241 0.01% Shares
Betterment LLC $12,115 224,944 0.01% Shares
PRIVATE TRUST CO NA $9,910 184 0.00% Shares
Rockefeller Capital Management L.P. $8,133 151 0.00% Shares
COMERICA BANK $7,728 145 0.00% Shares
Meramec Financial Planners, LLC $5,766 108 0.00% Shares
Steward Partners Investment Advisory, LLC $5,440 101 0.00% Shares
Pflug Koory, LLC $4,632 86 0.00% Shares
IFP Advisors, Inc $4,040 75 0.00% Shares
Cornerstone Planning Group LLC $3,688 69 0.00% Shares
US BANCORP \DE\ $2,316 43 0.00% Shares
SYM FINANCIAL Corp $1,939 36 0.00% Shares
Signature Equity Partners, LLC $1,939 36 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $1,831 34 0.00% Shares
PARK AVENUE SECURITIES LLC $1,744 32,375 0.00% Shares
FMR LLC $1,376 26 0.00% Shares
Continuum Advisory, LLC $1,131 21 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,044 19,387 0.00% Shares
Silver Grove Financial Group, Inc. $969 18 0.00% Shares
UBS Group AG $215 4 0.00% Shares
WELLS FARGO & COMPANY/MN $26 0 0.00% Shares