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-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
17 tracked funds added or opened EWI while 31 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, HSBC HOLDINGS PLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 109 tracked filers holding EWI, 51 increased or opened the position and 67 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 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- GTS SECURITIES LLC$564K
Full exits 11
- TD Waterhouse Canada Inc.$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- FLOW TRADERS U.S. LLC$4M
- BlueStem Wealth Partners, LLC$4M
- Sepio Capital, LP$3M
- CITADEL ADVISORS LLC$2M
Largest adds
- BlackRock, Inc.$50M
- Nilsine Partners, LLC$7M
- Advisory Services Network, LLC$4M
- GOLDMAN SACHS GROUP INC$4M
- MARSHALL WACE, LLP$3M
- NewSquare Capital LLC$3M
Largest trims
- HSBC HOLDINGS PLC$46M
- AMERIPRISE FINANCIAL INC$28M
- Tradewinds Capital Management, LLC$16M
- Qube Research & Technologies Ltd$7M
- UBS Group AG$7M
- SCHRODER INVESTMENT MANAGEMENT GROUP$6M
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 |
|---|---|---|---|---|
| HSBC HOLDINGS PLC trimmed | 2,357,883 | $126M | 18.9% | 2026-Q1 |
| BlackRock, Inc. added | 2,122,755 | $113M | 17.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 757,747 | $40M | 6.1% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 622,607 | $36M | 5.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 419,500 | $22M | 3.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 242,441 | $13M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 234,005 | $12M | 1.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 215,280 | $12M | 1.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC | 197,105 | $11M | 1.6% | 2026-Q1 |
| Nilsine Partners, LLC added | 176,239 | $10M | 1.5% | 2026-Q1 |
| Moran Wealth Management, LLC added | 176,338 | $9M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 172,187 | $9M | 1.4% | 2026-Q1 |
| CacheTech Inc. added | 155,026 | $8M | 1.2% | 2026-Q1 |
| Adams Wealth Management added | 148,756 | $8M | 1.2% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 102,278 | $5M | 0.8% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 101,638 | $5M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 94,959 | $5M | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC added | 89,372 | $5M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 86,828 | $5M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 76,987 | $4M | 0.6% | 2026-Q1 |
| Monument Capital Management trimmed | 74,742 | $4M | 0.6% | 2026-Q1 |
| NewSquare Capital LLC added | 71,983 | $4M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 71,162 | $4M | 0.6% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 66,713 | $4M | 0.5% | 2026-Q1 |
| Prostatis Group LLC trimmed | 66,580 | $4M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 54,646 | $3M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,994 | $3M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 46,675 | $2M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 45,824 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 41,678 | $2M | 0.3% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 34,095 | $2M | 0.3% | 2026-Q1 |
| PLANWISER FINANCIAL, LLC trimmed | 26,993 | $2M | 0.2% | 2026-Q1 |
| Strategic Financial Partners, Ltd. trimmed | 29,189 | $2M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 29,036 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 25,501 | $1M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 23,859 | $1M | 0.2% | 2026-Q1 |
| Idaho Trust Co added | 23,259 | $1M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 23,080 | $1M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 23,957 | $1M | 0.2% | 2026-Q1 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed | 22,773 | $1M | 0.2% | 2026-Q1 |
| Legacy Capital Group California, Inc. trimmed | 22,540 | $1M | 0.2% | 2026-Q1 |
| Quantbot Technologies LP added | 19,074 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 18,021 | $963K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 16,879 | $902K | 0.1% | 2026-Q1 |
| Mount Lucas Management LP added | 16,372 | $875K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 15,771 | $842K | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 15,690 | $838K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 14,685 | $784K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 13,832 | $739K | 0.1% | 2026-Q1 |
| Providence First Trust Co added | 12,920 | $690K | 0.1% | 2026-Q1 |
| INNEALTA CAPITAL, LLC trimmed | 10,644 | $569K | 0.1% | 2026-Q1 |
| TRUST CO OF OKLAHOMA added | 10,572 | $565K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 10,557 | $564K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 10,041 | $536K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 10,000 | $534K | 0.1% | 2026-Q1 |
| Global Endowment Management, LP | 10,000 | $534K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 9,655 | $516K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,439 | $504K | 0.1% | 2026-Q1 |
| KKM Financial LLC | 9,210 | $500K | 0.1% | 2026-Q1 |
| Global Assets Advisory, LLC added | 8,990 | $480K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC trimmed | 8,456 | $452K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,930 | $424K | 0.1% | 2026-Q1 |
| Creative Planning added | 7,517 | $402K | 0.1% | 2026-Q1 |
| Arrow Investment Advisors, LLC added | 7,373 | $394K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 7,340 | $392K | 0.1% | 2026-Q1 |
| Hudson Portfolio Management LLC | 7,300 | $390K | 0.1% | 2026-Q1 |
| Hilltop Partners LLC | 7,029 | $375K | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,001,644 | $42M | 6.4% | 2025-Q1 stale |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 335,763 | $17M | 2.6% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 226,444 | $12M | 1.8% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC new | 135,257 | $7M | 1.1% | 2025-Q3 stale |
| TD Waterhouse Canada Inc. new | 119,496 | $6M | 1.0% | 2025-Q4 stale |
| Trek Financial, LLC added | 127,591 | $6M | 0.9% | 2025-Q2 stale |
| DRW Securities, LLC added | 117,707 | $6M | 0.9% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 117,314 | $5M | 0.8% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 85,137 | $4M | 0.7% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 75,766 | $4M | 0.6% | 2025-Q4 stale |
| BlueStem Wealth Partners, LLC added | 65,818 | $4M | 0.5% | 2025-Q4 stale |
| New Vernon Capital Holdings II LLC new | 63,914 | $3M | 0.5% | 2025-Q3 stale |
| VestGen Advisors, LLC added | 54,445 | $3M | 0.4% | 2025-Q3 stale |
| Sepio Capital, LP added | 50,460 | $3M | 0.4% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT new | 54,474 | $3M | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 38,512 | $2M | 0.3% | 2025-Q4 stale |
| ABC ARBITRAGE SA trimmed | 37,054 | $2M | 0.3% | 2025-Q2 stale |
| Fluent Financial, LLC new | 31,679 | $2M | 0.3% | 2025-Q4 stale |
| Hilltop Holdings Inc. trimmed | 36,303 | $2M | 0.2% | 2025-Q1 stale |
| Integrated Wealth Concepts LLC added | 24,741 | $1M | 0.2% | 2025-Q4 stale |
| Pathstone Holdings, LLC trimmed | 29,775 | $1M | 0.2% | 2025-Q1 stale |
| Brueske Advisory Services, LLC added | 21,022 | $1M | 0.2% | 2025-Q3 stale |
| Dai-ichi Life Holdings, Inc. trimmed | 19,900 | $1M | 0.2% | 2025-Q3 stale |
| Fifth Third Securities, Inc. new | 21,100 | $1M | 0.2% | 2025-Q2 stale |
| Vontobel Holding Ltd. added | 13,900 | $755K | 0.1% | 2025-Q4 stale |
| Cobblestone Asset Management LLC added | 12,698 | $690K | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 10,000 | $543K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 8,815 | $457K | 0.1% | 2025-Q3 stale |
| Point Nemo Capital, LLC new | 8,206 | $446K | 0.1% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,873 | $428K | 0.1% | 2025-Q4 stale |
| Kaizen Financial Strategies | 7,800 | $424K | 0.1% | 2025-Q4 stale |
| Cresset Asset Management, LLC trimmed | 9,923 | $420K | 0.1% | 2025-Q1 stale |
| MEEDER ASSET MANAGEMENT INC added | 6,900 | $375K | 0.1% | 2025-Q4 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.