Who owns EWG
Which tracked institutional funds hold EWG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EWG is one-sided between 2025-Q4 and 2026-Q1: 21 added or opened and 64 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EWG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes EWG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EWG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 212 tracked filers holding EWG, 89 increased or opened the position and 113 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EWG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- OLD MISSION CAPITAL LLC$22M
- MILLENNIUM MANAGEMENT LLC$8M
- HRT FINANCIAL LP$912K
- Walleye Trading LLC$861K
- TWO SIGMA SECURITIES, LLC$718K
Full exits 23
- LIFE LINE WEALTH MANAGEMENT LLC$14M
- Provida Pension Fund Administrator$12M
- Thrivent Financial for Lutherans$7M
- AVALON CAPITAL MANAGEMENT$6M
- Evelyn Partners Asset Management Ltd$5M
- Optiver Holding B.V.$4M
Largest adds
- MORGAN STANLEY$12M
- Lido Advisors, LLC$12M
- BlackRock, Inc.$11M
- UBS Group AG$7M
- Equitable Holdings, Inc.$7M
- JPMORGAN CHASE & CO$2M
Largest trims
- AMERIPRISE FINANCIAL INC$27M
- Qube Research & Technologies Ltd$17M
- FLOW TRADERS U.S. LLC$16M
- 3EDGE Asset Management, LP$15M
- ROYAL BANK OF CANADA$14M
- Point72 Asset Management, L.P.$14M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,364,211 | $94M | 11.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,917,747 | $76M | 9.2% | 2026-Q1 |
| BlackRock, Inc. added | 1,648,703 | $65M | 7.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 646,646 | $26M | 3.1% | 2026-Q1 |
| Rice Partnership, LLC trimmed | 618,221 | $25M | 3.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 552,199 | $22M | 2.6% | 2026-Q1 |
| Lido Advisors, LLC added | 485,803 | $19M | 2.3% | 2026-Q1 |
| UBS Group AG added | 431,980 | $17M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 425,449 | $17M | 2.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 407,084 | $16M | 1.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 387,069 | $15M | 1.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 163,796 | $13M | 1.6% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC trimmed | 265,791 | $11M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 257,816 | $10M | 1.2% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 240,314 | $9M | 1.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 218,839 | $9M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 200,000 | $8M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 199,586 | $8M | 1.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 172,602 | $7M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 169,137 | $6M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 153,384 | $6M | 0.7% | 2026-Q1 |
| Ameliora Wealth Management Ltd. added | 124,387 | $5M | 0.6% | 2026-Q1 |
| Quadrature Capital Ltd added | 120,298 | $5M | 0.6% | 2026-Q1 |
| CSM Advisors, LLC added | 107,652 | $4M | 0.5% | 2026-Q1 |
| Prostatis Group LLC trimmed | 89,764 | $4M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 88,555 | $4M | 0.4% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC added | 83,062 | $3M | 0.4% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 81,790 | $3M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 80,546 | $3M | 0.4% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 65,575 | $3M | 0.3% | 2026-Q1 |
| PATTEN & PATTEN INC/TN added | 65,100 | $3M | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 64,804 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 58,412 | $2M | 0.3% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 54,099 | $2M | 0.3% | 2026-Q1 |
| Idaho Trust Co trimmed | 52,180 | $2M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 51,788 | $2M | 0.2% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 50,996 | $2M | 0.2% | 2026-Q1 |
| BigSur Wealth Management LLC trimmed | 49,000 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 48,943 | $2M | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 48,274 | $2M | 0.2% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 45,782 | $2M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 45,197 | $2M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 44,712 | $2M | 0.2% | 2026-Q1 |
| Viewpoint Capital Management LLC added | 44,061 | $2M | 0.2% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 41,334 | $2M | 0.2% | 2026-Q1 |
| Strategic Financial Partners, Ltd. trimmed | 37,708 | $1M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 38,248 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 35,214 | $1M | 0.2% | 2026-Q1 |
| Caprock Group, LLC added | 34,905 | $1M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 34,558 | $1M | 0.2% | 2026-Q1 |
| Sankala Group LLC added | 35,656 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 34,519 | $1M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 34,088 | $1M | 0.2% | 2026-Q1 |
| Global Endowment Management, LP | 33,500 | $1M | 0.2% | 2026-Q1 |
| Tradewinds Capital Management, LLC trimmed | 31,440 | $1M | 0.2% | 2026-Q1 |
| Dynamic Wealth Strategies, LLC added | 29,589 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 29,359 | $1M | 0.1% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,290,945 | $54M | 6.5% | 2025-Q3 stale |
| PICTON MAHONEY ASSET MANAGEMENT added | 637,361 | $27M | 3.3% | 2025-Q2 stale |
| Ocean Park Asset Management, LLC | 585,364 | $22M | 2.6% | 2025-Q2 stale |
| HITE Hedge Asset Management LLC new | 490,450 | $18M | 2.2% | 2025-Q1 stale |
| LIFE LINE WEALTH MANAGEMENT LLC trimmed | 336,362 | $14M | 1.7% | 2025-Q4 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new | 324,298 | $14M | 1.7% | 2025-Q2 stale |
| Provida Pension Fund Administrator | 284,107 | $12M | 1.5% | 2025-Q4 stale |
| FFG Partners, LLC new | 222,247 | $9M | 1.1% | 2025-Q2 stale |
| Thrivent Financial for Lutherans added | 163,546 | $7M | 0.8% | 2025-Q4 stale |
| AVALON CAPITAL MANAGEMENT new | 131,912 | $6M | 0.7% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC added | 125,462 | $5M | 0.6% | 2025-Q2 stale |
| bLong Financial, LLC new | 135,257 | $5M | 0.6% | 2025-Q1 stale |
| Evelyn Partners Asset Management Ltd added | 117,464 | $5M | 0.6% | 2025-Q4 stale |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 108,264 | $5M | 0.6% | 2025-Q2 stale |
| MARVIN & PALMER ASSOCIATES INC added | 104,156 | $4M | 0.5% | 2025-Q2 stale |
| Optiver Holding B.V. trimmed | 102,908 | $4M | 0.5% | 2025-Q4 stale |
| Monument Capital Management added | 86,901 | $4M | 0.4% | 2025-Q2 stale |
| BlueStem Wealth Partners, LLC added | 85,169 | $4M | 0.4% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 87,389 | $3M | 0.4% | 2025-Q1 stale |
| NEW VERNON CAPITAL HOLDINGS II LLC | 75,183 | $3M | 0.4% | 2025-Q4 stale |
| BEARING POINT CAPITAL, LLC new | 75,027 | $3M | 0.4% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 70,901 | $3M | 0.4% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT new | 62,156 | $3M | 0.3% | 2025-Q2 stale |
| MONTAG A & ASSOCIATES INC added | 59,919 | $2M | 0.3% | 2025-Q3 stale |
| Northwest & Ethical Investments L.P. added | 58,200 | $2M | 0.3% | 2025-Q2 stale |
| Williams Jones Wealth Management, LLC. trimmed | 58,610 | $2M | 0.3% | 2025-Q3 stale |
| Anthracite Investment Company, Inc. new | 54,000 | $2M | 0.3% | 2025-Q2 stale |
| INNEALTA CAPITAL, LLC added | 60,516 | $2M | 0.3% | 2025-Q1 stale |
| Henshaw Capital LLC new | 51,803 | $2M | 0.3% | 2025-Q2 stale |
| Quantitative Investment Management, LLC added | 45,472 | $2M | 0.2% | 2025-Q4 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 43,500 | $2M | 0.2% | 2025-Q4 stale |
| PRIMORIS WEALTH ADVISORS, LLC new | 49,000 | $2M | 0.2% | 2025-Q1 stale |
| PLANWISER FINANCIAL, LLC added | 42,417 | $2M | 0.2% | 2025-Q4 stale |
| MONECO Advisors, LLC trimmed | 41,339 | $2M | 0.2% | 2025-Q2 stale |
| Prospera Financial Services Inc added | 34,589 | $1M | 0.2% | 2025-Q2 stale |
| Harbour Wealth Management Group, Inc. new | 34,135 | $1M | 0.2% | 2025-Q4 stale |
| Onyx Bridge Wealth Group LLC trimmed | 33,596 | $1M | 0.2% | 2025-Q4 stale |
| Absolute Gestao de Investimentos Ltda. new | 35,000 | $1M | 0.2% | 2025-Q1 stale |
| D. E. Shaw & Co., Inc. trimmed | 29,816 | $1M | 0.2% | 2025-Q4 stale |
| Waratah Capital Advisors Ltd. trimmed | 29,059 | $1M | 0.1% | 2025-Q2 stale |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. added | 28,694 | $1M | 0.1% | 2025-Q4 stale |
| Legacy Capital Group California, Inc. added | 28,434 | $1M | 0.1% | 2025-Q4 stale |
| Twin Tree Management, LP trimmed | 28,939 | $1M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.