Who Owns Select STOXX Europe Aerospace & Defense ETF (EUAD)?Hedge Fund & Institutional Holders

$43.01-1.22 (-2.75%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$24.24$30.25$36.26$42.27$48.28Oct 24Jul 25Mar 26

EUAD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PATTEN & PATTEN INC/TNNew Position+253K+$10.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+167K+$7.0B
Ethos Financial Group, LLCNew Position+112K+$4.7B
OPPENHEIMER & CO INCNew Position+68K+$2.9B
Savvy Advisors, Inc.New Position+65K+$2.7B
AVALON CAPITAL MANAGEMENTNew Position+64K+$2.7B
VIEWPOINT INVESTMENT PARTNERS CORPNew Position+61K+$2.6B
Scarborough Advisors, LLCNew Position+48K+$2.0B
BAROMETER CAPITAL MANAGEMENT INC.Increased+95K+$1.7B
Quantum Portfolio Management LLCNew Position+38K+$1.6B
Bluesphere Advisors LLCNew Position+34K+$1.4B
LOOMIS SAYLES & CO L PIncreased+61K+$1.4B
CITIZENS FINANCIAL GROUP INC/RINew Position+26K+$1.1B
NOMURA ASSET MANAGEMENT CO LTDNew Position+44K+$1.0B
CITADEL ADVISORS LLCNew Position+25K+$1.0B

EUAD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Quadrature Capital LtdDecreased-71K-$13.5B
BANK OF MONTREAL /CAN/Decreased-33K-$7.8B
MARSHALL WACE, LLPDecreased-28K-$3.9B
UBS Group AGDecreased-38K-$1.9B
HERBST GROUP, LLCClosed Position-37K-$1.7B
Bright Futures Wealth Management, LLC.Decreased-2K-$1.6B
HWG Holdings LPClosed Position-31K-$1.5B
WCG Wealth Advisors LLCClosed Position-30K-$1.4B
Advisory Services Network, LLCDecreased-14K-$1.1B
Empowered Funds, LLCClosed Position-17K-$801.6M
Creative PlanningDecreased-2K-$755.4M
Dynamic Advisor Solutions LLCDecreased-5K-$732.8M
StoneX Group Inc.Decreased-10K-$722.2M
CIBC Bancorp USA Inc.Closed Position-14K-$664.6M
HighTower Advisors, LLCDecreased-918-$626.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF MONTREAL /CAN/1,005,308$42.0B14.55%Share
2CacheTech Inc.375,300$15.8B2.93%Share
3ROYAL BANK OF CANADA296,588$12.0B1.95%Share
4PATTEN & PATTEN INC/TN252,540$10.6B0.62%Share
5PFG Advisors237,462$10.0B0.49%Share
6COMMONWEALTH EQUITY SERVICES, LLC167,457$7.0B9.33%Share
7CASTLEARK MANAGEMENT LLC147,000$6.0B0.18%Share
8Ethos Financial Group, LLC112,030$4.7B0.35%Share
9LOOMIS SAYLES & CO L P117,200$4.0B4.82%Share
10SHARPEPOINT LLC89,600$3.8B2.26%Share
11CIBC WORLD MARKET INC.91,690$3.0B4.84%Share
12OPPENHEIMER & CO INC67,852$2.9B40.58%Share
13Savvy Advisors, Inc.65,168$2.7B0.09%Share
14AVALON CAPITAL MANAGEMENT63,719$2.7B0.64%Share
15VIEWPOINT INVESTMENT PARTNERS CORP61,423$2.6B1.23%Share
16BAROMETER CAPITAL MANAGEMENT INC.103,000$2.1B0.50%Share
17Scarborough Advisors, LLC48,047$2.0B0.34%Share
18Steward Partners Investment Advisory, LLC49,621$2.0B10.97%Share
19Quantum Portfolio Management LLC38,300$1.6B0.71%Share
20Bluesphere Advisors LLC33,625$1.4B0.63%Share
21CITIZENS FINANCIAL GROUP INC/RI26,308$1.1B14.87%Share
22CITADEL ADVISORS LLC25,900$1.0B0.15%Put
23RAYMOND JAMES FINANCIAL INC31,919$1.0B0.31%Share
24CITADEL ADVISORS LLC25,090$1.0B0.15%Share
25CITADEL ADVISORS LLC27,400$1.0B0.15%Call
26NOMURA ASSET MANAGEMENT CO LTD44,050$1.0B2.53%Share
27Town & Country Bank & Trust CO dba First Bankers Trust CO22,192$934.0M0.31%Share
28Terra Nova Asset Management LLC20,782$875.0M0.58%Share
29Financial Security Advisor, Inc.16,980$715.0M0.14%Share
30NVWM, LLC15,494$652.0M0.14%Share
31Raab & Moskowitz Asset Management LLC15,090$635.0M0.14%Share
32Per Stirling Capital Management, LLC.14,631$616.0M0.07%Share
33NEW WAVE WEALTH ADVISORS LLC14,277$601.0M0.22%Share
34Spinnaker Investment Group, LLC12,195$513.0M0.09%Share
35UBS Group AG11,884$500.0M0.08%Share
36Belpointe Asset Management LLC10,594$446.0M0.02%Share
37FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.9,350$393.0M0.21%Share
38Joseph P. Lucia & Associates, LLC9,307$392.0M0.14%Share
39MMBG INVESTMENT ADVISORS CO.7,600$320.0M0.03%Share
40DEARBORN PARTNERS LLC6,150$259.0M0.01%Share
41Werba Rubin Papier Wealth Management6,152$259.0M0.07%Share
42GenTrust, LLC5,937$250.0M0.01%Share
43Spire Wealth Management5,875$247.0M0.01%Share
44PRIMORIS WEALTH ADVISORS, LLC5,725$241.0M0.14%Share
45J. Safra Sarasin Holding AG5,365$227.0M3.69%Share
46PRECEDENT WEALTH PARTNERS, LLC4,871$205.0M0.04%Share
47Kingdom Financial Group LLC.3,984$167.0M0.05%Share
48UBS Group AG3,800$160.0M0.03%Share
49US BANCORP \DE\3,631$152.0M0.18%Share
50INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,545$149.0M0.01%Share

EUAD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025147$153.6B+54
Q3 202593$158.3B-16
Q2 2025109$208.5B+28
Q1 202581$91.2B+77
Q4 20244$381.1M—

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As of Q4 2025, 50 institutional investors hold EUAD (Select STOXX Europe Aerospace & Defense ETF). The largest holder is BANK OF MONTREAL /CAN/ with $42.0B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own EUAD?

As of Q4 2025, 50 institutional investors report holding EUAD (Select STOXX Europe Aerospace & Defense ETF) in their 13F filings.

Who is the largest institutional holder of EUAD?

The largest institutional holder of EUAD is BANK OF MONTREAL /CAN/ with $42.0B in shares.

Is institutional ownership of EUAD increasing or decreasing?

This quarter, 13 institutions opened new positions in EUAD and 5 closed their positions.