EUSA institutional holders

iShares MSCI USA Equal Weighted ETF · 160 reporting institutions · $1.2B reported value

Funds that can replace EUSA · EUSA return decomposition

Institutional holdings

Institutions reporting EUSA, largest first
InstitutionReported positionAdvisors at firmReport period
Stifel Financial Corp$253.8M02026-06-30
Bank of America Corp /de$122M02026-06-30
Henshaw Capital LLC$88.2M02026-06-30
Strategic Financial Services, Inc.$44.6M282026-06-30
Gentrust, LLC$41.1M222026-06-30
Lpl Financial LLC$39.8M23,4582026-06-30
Morgan Stanley$36.9M23,1852026-06-30
Envestnet Pmc$34.8M602026-06-30
Calydon Capital, LLC$32.5M72026-06-30
D.A. Davidson & Co.$32.5M6892026-06-30
Hightower Advisors, LLC$30.3M1,0462026-06-30
Arkadios Wealth Advisors$30.2M2262026-06-30
Northwestern Mutual Wealth Management Co$28.9M02026-06-30
Davidson Investment Advisors, Inc.$28.7M172026-06-30
Cetera Investment Advisers$20.5M10,3702026-06-30
Wells Fargo & Company/mn$19.9M02026-06-30
Private Advisory Group LLC$19.2M182026-06-30
Crews Bank & Trust$16.3M02026-06-30
Ironwood Financial, LLC$13.2M82026-06-30
Adventist Health System Sunbelt Healthcare Corp$11.4M02026-06-30
Swisher Financial Concepts, Inc.$9.5M52026-06-30
Financial Architects, LLC$9.4M32026-06-30
Jpmorgan Chase & Co$9M02026-06-30
Genesis Wealth Advisors, LLC$9M62026-06-30
UBS Group AG$8.6M02026-06-30
Dynasty Wealth Management, LLC$8M142026-06-30
Commonwealth Equity Services, LLC$7.7M2,8632026-06-30
Cerity Partners LLC$7.6M7772026-06-30
First Heartland Consultants, Inc.$7.1M992026-06-30
Running Point Capital Advisors, LLC$6.6M02025-12-31
Sunbelt Securities, Inc.$6.4M632026-03-31
Scotia Capital Inc.$5.7M02026-06-30
Royal Bank of Canada$5.2M02026-06-30
Elmwood Wealth Management, Inc.$5.2M42026-06-30
Advisory Services Network$4.8M2532026-06-30
Farther Finance Advisors, LLC$4.6M3342026-06-30
L2 Asset Management, LLC$4.4M22026-06-30
First Manhattan Co. Llc.$3.3M662026-06-30
Stratos Investment Management, LLC$3.2M72026-06-30
Fmr LLC$3.1M02026-06-30
Mariner, LLC$3M02026-06-30
Lbmc Investment Advisors, LLC$2.9M32026-06-30
Sagespring Wealth Partners$2.8M1262026-06-30
Goldman Sachs Group Inc$2.7M02026-06-30
Corient Private Wealth LP$2.6M6742026-06-30
Zwj Investment Counsel Inc$2.5M132026-06-30
Wescap Management Group, Inc.$2.5M62026-06-30
Pembroke Management, Ltd$2.4M02026-03-31
Xy Planning Network, Inc.$2.3M02026-06-30
Wealth Enhancement Advisory Services, LLC$2.2M1,0262026-06-30
Jones Financial Companies LLLP$2.2M02026-06-30
Unique Wealth, LLC$2.1M142026-06-30
Goodman Financial Corp$2.1M192026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$2.1M02026-06-30
Gotham Asset Management, LLC$2M52026-06-30
Truist Financial Corp$2M02026-06-30
Cary Street Partners Financial LLC$2M02026-06-30
Selby Wealth Management$1.9M32026-06-30
Klingenstein Fields & Co LP$1.8M42026-06-30
Shufro Rose & Co LLC$1.8M122026-06-30
Gsg Advisors LLC$1.8M32026-06-30
Crescent Grove Advisors, LLC$1.7M212026-06-30
Osaic Holdings, Inc.$1.6M02026-06-30
Openarc Corporate Advisory, LLC$1.5M1232026-06-30
Gilbert Capital Group$1.4M12026-06-30
Newedge Advisors$1.3M6012026-06-30
Walled Lake Planning & Wealth Management, LLC$1.3M52026-06-30
Bangor Savings Bank$1.3M02026-06-30
Sage Investment Counsel LLC$1.2M42026-06-30
Sharkey, Howes & Javer$1.1M92026-06-30
Finley Financial, LLC$1.1M12026-06-30
Affinity Capital Advisors, LLC$1.1M52026-06-30
Global Retirement Partners LLC$1.1M4912026-06-30
Dorsey & Whitney Trust Co LLC$1.1M02026-06-30
McLean Asset Management Corp.$1M162026-06-30
Webster Bank, N. A.$1M02026-06-30
Benchmark Financial Wealth Advisors, LLC$1M82026-06-30
Onedigital Investment Advisors LLC$1M3862026-06-30
Aspire Growth Partners LLC$946.4K32026-06-30
Tolleson Wealth Management, Inc.$911K02026-06-30
Delta Wealth Advisors LLC$890.7K32026-06-30
Yhb Investment Advisors, Inc.$879.3K182026-06-30
Parallel Advisors, LLC$840.9K752026-06-30
Altura Wealth Advisors$762.2K42026-06-30
Miller Capital Partners, Inc.$756.6K22026-06-30
Pfg Advisors$753.1K832026-06-30
Ameriprise Financial Inc$752.8K02026-06-30
Robertson Stephens Wealth Management, LLC$736.6K722026-06-30
Evolution Wealth Advisors, LLC$733.8K82026-06-30
Farrell Financial$730.4K32026-06-30
Equitable Holdings, Inc.$679.1K02026-06-30
Regatta Capital Group, LLC$656.5K142026-06-30
Bay Capital Advisors, LLC$628K52026-06-30
Cornerstone Wealth Management, LLC$535.5K02026-06-30
Focus Partners Wealth$533.7K1,0482026-06-30
Rockefeller Capital Management LP$516.7K3462026-06-30
Centerline Wealth Advisors, LLC$515.9K42026-06-30
Raymond James Financial Inc$495.3K02026-06-30
Quantinno Capital Management LP$464.1K02026-06-30
Bank of Montreal /can$423.2K02026-06-30
Horan Wealth, LLC$419.3K222026-06-30
Legacy Pcg, LLC$414.3K22026-06-30
Fifth Third Bancorp$408.5K02026-06-30
Integrated Wealth Concepts LLC$397.3K4802026-06-30
Moors & Cabot, Inc.$383.7K822026-06-30
Gallagher Fiduciary Advisors, LLC$368.3K1262026-06-30
Creekside Partners$361.4K22026-06-30
Strategic Investment Advisors / Mi$346.2K02026-06-30
Comerica Bank$343.9K02025-12-31
Wealthspire Advisors, LLC$336.4K2372026-06-30
Wealthtrust Axiom LLC$335.3K42026-06-30
One Day In July LLC$333.8K142026-06-30
Creative Planning$301.5K1,1712026-06-30
Vontobel Holding Ltd.$287K02026-06-30
Davidson Trust Co$285.7K02026-06-30
Cordgrass Capital Advisors, LLC$263.3K32026-06-30
Kestra Advisory Services, LLC$233.3K1,4792026-06-30
Captrust Financial Advisors$233.1K9622026-06-30
John W. Brooker & Co., Cpas$222.6K42026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$221.8K02026-06-30
Blair William & Co/il$219.8K3292026-06-30
Hb Wealth Management, LLC$219.1K1692026-06-30
Essex Financial Services, Inc.$215K332026-06-30
Patrick M Sweeney & Associates, Inc$209.5K32026-06-30
Kathleen S. Wright Associates Inc.$205.9K02025-09-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$201.9K02026-06-30
Saxon Financial Group$200.9K152026-06-30
Merit Financial Group, LLC$200.3K2952026-06-30
Arax Advisory Partners$175.8K2322026-06-30
Concord Wealth Partners$171.3K112026-06-30
Clearstead; Clearstead Advisory Solutions$165.3K642026-06-30
Buck Wealth Strategies, LLC$131K502026-06-30
Signaturefd, LLC$126.9K492026-06-30
Caldwell Sutter Capital, Inc.$126.3K82026-06-30
Fas Wealth Partners, Inc.$124.5K232026-06-30
Alphacore Capital LLC$111.5K692026-06-30
Cwm, LLC$109.7K6672026-03-31
National Bank of Canada /fi$108.5K02026-06-30
Assetmark, Inc$91.6K2202026-06-30
Harbor Asset Planning, Inc.$85K22026-06-30
Lazard Asset Management LLC$46.1K322026-06-30
Aptus Capital Advisors, LLC$34.8K212026-06-30
Bogart Wealth, LLC$33.3K242026-06-30
Vermillion Wealth Management, Inc.$10.5K42026-06-30
Cape Investment Advisory, Inc.$9.5K352026-06-30
International Assets Investment Management, LLC$5.7K1222026-06-30
Qube Research & Technologies Ltd$4.2K02026-06-30
Larson Financial Group LLC$3.4K672026-06-30
Glassman Wealth Services$3.4K142026-06-30
1620 Investment Advisors, Inc.$2.2K42026-06-30
Citigroup Inc$1.7K02026-06-30
Bessemer Group Inc$1.6K02026-06-30
Corecap Advisors, LLC$1.3K1182026-06-30
Capital Analysts, LLC$1K6082026-06-30
Hrt Financial LP$71602026-06-30
Cambridge Investment Research Advisors, Inc.$6383,9402026-03-31
Centaurus Financial, Inc.$1314312026-06-30
Russell Investments Group, Ltd.$11402026-06-30
Ae Wealth Management LLC$284712026-06-30
Hazlett, Burt & Watson, Inc.$22202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30