Who owns EWI
Which tracked institutional funds hold EWI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
30 tracked funds added or opened EWI while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
EWI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EWI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EWI 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 2026-Q1 and 2026-Q2, across 105 tracked filers holding EWI, 46 increased or opened the position and 59 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 EWI between the 2026-Q1 and 2026-Q2 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 7
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$57M
- JANE STREET GROUP, LLC$24M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$23M
- Integrated Wealth Concepts LLC$2M
- D. E. Shaw & Co., Inc.$2M
- BALYASNY ASSET MANAGEMENT L.P.$2M
Full exits 12
- Arlington Capital Management, Inc.$5M
- Thrivent Financial for Lutherans$5M
- MARSHALL WACE, LLP$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- HighTower Advisors, LLC$2M
- BENJAMIN EDWARDS INC$2M
Largest adds
- BlackRock, Inc.$58M
- SCHRODER INVESTMENT MANAGEMENT GROUP$24M
- BANK OF AMERICA CORP /DE/$17M
- AMERIPRISE FINANCIAL INC$11M
- Moran Wealth Management, LLC$5M
- UBS Group AG$4M
Largest trims
- HSBC HOLDINGS PLC$32M
- GOLDMAN SACHS GROUP INC$2M
- ZACKS INVESTMENT MANAGEMENT$1M
- LPL Financial LLC$1M
- CITIGROUP INC$417K
- Equitable Holdings, Inc.$278K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,896,688 | $172M | 24.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 1,586,635 | $94M | 13.2% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 967,869 | $57M | 8.0% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 769,100 | $45M | 6.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 728,889 | $43M | 6.1% | 2026-Q2 |
| Parkway Wealth Management Group, LLC trimmed | 622,495 | $37M | 5.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 402,195 | $24M | 3.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 397,332 | $24M | 3.3% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 391,239 | $23M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 331,245 | $20M | 2.8% | 2026-Q2 |
| Moran Wealth Management, LLC added | 238,984 | $14M | 2.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 238,141 | $14M | 2.0% | 2026-Q2 |
| UBS Group AG added | 223,430 | $13M | 1.9% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC | 197,105 | $12M | 1.6% | 2026-Q2 |
| Nilsine Partners, LLC added | 179,139 | $11M | 1.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 175,678 | $10M | 1.5% | 2026-Q2 |
| CacheTech Inc. trimmed | 152,792 | $9M | 1.3% | 2026-Q2 |
| Adams Wealth Management trimmed | 145,167 | $9M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 108,858 | $6M | 0.9% | 2026-Q2 |
| Advisory Services Network, LLC added | 100,673 | $6M | 0.8% | 2026-Q2 |
| Prostatis Group LLC added | 85,919 | $5M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 75,724 | $4M | 0.6% | 2026-Q2 |
| Monument Capital Management trimmed | 73,883 | $4M | 0.6% | 2026-Q2 |
| NewSquare Capital LLC trimmed | 70,509 | $4M | 0.6% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC trimmed | 63,088 | $4M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 47,610 | $3M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 46,077 | $3M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 45,128 | $3M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 43,160 | $3M | 0.4% | 2026-Q2 |
| Strategic Financial Partners, Ltd. added | 41,073 | $2M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 32,169 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 27,552 | $2M | 0.2% | 2026-Q2 |
| PLANWISER FINANCIAL, LLC added | 27,248 | $2M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 26,076 | $2M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 25,560 | $2M | 0.2% | 2026-Q2 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. added | 23,232 | $1M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC | 23,080 | $1M | 0.2% | 2026-Q2 |
| Legacy Capital Group California, Inc. added | 22,999 | $1M | 0.2% | 2026-Q2 |
| Idaho Trust Co trimmed | 21,770 | $1M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 21,317 | $1M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 19,350 | $1M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 16,991 | $1M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 16,970 | $1M | 0.1% | 2026-Q2 |
| Mount Lucas Management LP trimmed | 16,198 | $960K | 0.1% | 2026-Q2 |
| Providence First Trust Co added | 13,261 | $786K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 12,292 | $728K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 11,458 | $679K | 0.1% | 2026-Q2 |
| INNEALTA CAPITAL, LLC | 10,644 | $631K | 0.1% | 2026-Q2 |
| SSA SWISS ADVISORS AG added | 10,643 | $630K | 0.1% | 2026-Q2 |
| TRUST CO OF OKLAHOMA | 10,572 | $626K | 0.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 10,000 | $592K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,625 | $570K | 0.1% | 2026-Q2 |
| Global Assets Advisory, LLC added | 9,114 | $538K | 0.1% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 8,781 | $520K | 0.1% | 2026-Q2 |
| Creative Planning added | 7,581 | $449K | 0.1% | 2026-Q2 |
| Arrow Investment Advisors, LLC | 7,373 | $437K | 0.1% | 2026-Q2 |
| Hudson Portfolio Management LLC | 7,300 | $432K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 7,273 | $431K | 0.1% | 2026-Q2 |
| KKM Financial LLC trimmed | 7,068 | $419K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 6,874 | $407K | 0.1% | 2026-Q2 |
| Hilltop Partners LLC trimmed | 6,832 | $405K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 6,347 | $376K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 6,326 | $375K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 6,205 | $368K | 0.1% | 2026-Q2 |
| SHAYNE & JACOBS, LLC | 5,973 | $354K | 0.0% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 5,971 | $354K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,905 | $350K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,255 | $311K | 0.0% | 2026-Q2 |
| BFI Infinity Ltd. | 4,856 | $288K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 4,800 | $284K | 0.0% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 4,336 | $257K | 0.0% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 4,237 | $251K | 0.0% | 2026-Q2 |
| DV Trading LLC | 4,220 | $250K | 0.0% | 2026-Q2 |
| Sovereign Financial Group, Inc. new | 3,845 | $228K | 0.0% | 2026-Q2 |
| Caprock Group, LLC trimmed | 3,725 | $221K | 0.0% | 2026-Q2 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC new | 3,539 | $210K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,811 | $167K | 0.0% | 2026-Q2 |
| AlphaCentric Advisors LLC trimmed | 2,570 | $152K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 1,723 | $102K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 1,351 | $80K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,200 | $71K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 857 | $51K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 710 | $42K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 544 | $32K | 0.0% | 2026-Q2 |
| BLUELINE ADVISORS LLC new | 348 | $10K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 300 | $18K | 0.0% | 2026-Q2 |
| Grove Bank & Trust | 200 | $12K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 160 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 153 | $9K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 151 | $9K | 0.0% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 111 | $7K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 68 | $4K | 0.0% | 2026-Q2 |
| Breakwater Investment Management | 50 | $3K | 0.0% | 2026-Q2 |
| Capital Advisor Network LLC trimmed | 49 | $3K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC trimmed | 43 | $3K | 0.0% | 2026-Q2 |
| Marquette Asset Management, LLC | 33 | $2K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 30 | $2K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 30 | $2K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 26 | $2K | 0.0% | 2026-Q2 |
| Founders Capital Management | 25 | $1K | 0.0% | 2026-Q2 |
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.