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Institutional Ownership · SEC Form 13F

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.

105
Institutional holders
12M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added2,896,688$172M24.1%2026-Q2
HSBC HOLDINGS PLC trimmed1,586,635$94M13.2%2026-Q2
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added967,869$57M8.0%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added769,100$45M6.4%2026-Q2
MORGAN STANLEY trimmed728,889$43M6.1%2026-Q2
Parkway Wealth Management Group, LLC trimmed622,495$37M5.2%2026-Q2
JANE STREET GROUP, LLC added402,195$24M3.4%2026-Q2
AMERIPRISE FINANCIAL INC added397,332$24M3.3%2026-Q2
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added391,239$23M3.3%2026-Q2
BANK OF AMERICA CORP /DE/ added331,245$20M2.8%2026-Q2
Moran Wealth Management, LLC added238,984$14M2.0%2026-Q2
CIBC WORLD MARKET INC. trimmed238,141$14M2.0%2026-Q2
UBS Group AG added223,430$13M1.9%2026-Q2
PRINCIPAL FINANCIAL GROUP INC197,105$12M1.6%2026-Q2
Nilsine Partners, LLC added179,139$11M1.5%2026-Q2
LPL Financial LLC trimmed175,678$10M1.5%2026-Q2
CacheTech Inc. trimmed152,792$9M1.3%2026-Q2
Adams Wealth Management trimmed145,167$9M1.2%2026-Q2
WELLS FARGO & COMPANY/MN added108,858$6M0.9%2026-Q2
Advisory Services Network, LLC added100,673$6M0.8%2026-Q2
Prostatis Group LLC added85,919$5M0.7%2026-Q2
Equitable Holdings, Inc. trimmed75,724$4M0.6%2026-Q2
Monument Capital Management trimmed73,883$4M0.6%2026-Q2
NewSquare Capital LLC trimmed70,509$4M0.6%2026-Q2
MONTAG A & ASSOCIATES INC trimmed63,088$4M0.5%2026-Q2
Cetera Investment Advisers added47,610$3M0.4%2026-Q2
MML INVESTORS SERVICES, LLC added46,077$3M0.4%2026-Q2
Qube Research & Technologies Ltd added45,128$3M0.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed43,160$3M0.4%2026-Q2
Strategic Financial Partners, Ltd. added41,073$2M0.3%2026-Q2
Integrated Wealth Concepts LLC added32,169$2M0.3%2026-Q2
ROYAL BANK OF CANADA added27,552$2M0.2%2026-Q2
PLANWISER FINANCIAL, LLC added27,248$2M0.2%2026-Q2
D. E. Shaw & Co., Inc. trimmed26,076$2M0.2%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. new25,560$2M0.2%2026-Q2
CONTRAVISORY INVESTMENT MANAGEMENT, INC. added23,232$1M0.2%2026-Q2
DAVENPORT & Co LLC23,080$1M0.2%2026-Q2
Legacy Capital Group California, Inc. added22,999$1M0.2%2026-Q2
Idaho Trust Co trimmed21,770$1M0.2%2026-Q2
JPMORGAN CHASE & CO trimmed21,317$1M0.2%2026-Q2
OSAIC HOLDINGS, INC. added19,350$1M0.2%2026-Q2
HighPoint Advisor Group LLC added16,991$1M0.1%2026-Q2
Quantbot Technologies LP trimmed16,970$1M0.1%2026-Q2
Mount Lucas Management LP trimmed16,198$960K0.1%2026-Q2
Providence First Trust Co added13,261$786K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added12,292$728K0.1%2026-Q2
Invesco Ltd. added11,458$679K0.1%2026-Q2
INNEALTA CAPITAL, LLC10,644$631K0.1%2026-Q2
SSA SWISS ADVISORS AG added10,643$630K0.1%2026-Q2
TRUST CO OF OKLAHOMA10,572$626K0.1%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT10,000$592K0.1%2026-Q2
Kestra Advisory Services, LLC added9,625$570K0.1%2026-Q2
Global Assets Advisory, LLC added9,114$538K0.1%2026-Q2
MEEDER ASSET MANAGEMENT INC added8,781$520K0.1%2026-Q2
Creative Planning added7,581$449K0.1%2026-Q2
Arrow Investment Advisors, LLC7,373$437K0.1%2026-Q2
Hudson Portfolio Management LLC7,300$432K0.1%2026-Q2
Sanctuary Advisors, LLC trimmed7,273$431K0.1%2026-Q2
KKM Financial LLC trimmed7,068$419K0.1%2026-Q2
Cerity Partners LLC new6,874$407K0.1%2026-Q2
Hilltop Partners LLC trimmed6,832$405K0.1%2026-Q2
Global Retirement Partners, LLC added6,347$376K0.1%2026-Q2
Concurrent Investment Advisors, LLC trimmed6,326$375K0.1%2026-Q2
CITIGROUP INC trimmed6,205$368K0.1%2026-Q2
SHAYNE & JACOBS, LLC5,973$354K0.0%2026-Q2
Cyndeo Wealth Partners, LLC trimmed5,971$354K0.0%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed5,905$350K0.0%2026-Q2
Bank of New York Mellon Corp trimmed5,255$311K0.0%2026-Q2
BFI Infinity Ltd.4,856$288K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed4,800$284K0.0%2026-Q2
Empowered Funds, LLC trimmed4,336$257K0.0%2026-Q2
ZACKS INVESTMENT MANAGEMENT trimmed4,237$251K0.0%2026-Q2
DV Trading LLC4,220$250K0.0%2026-Q2
Sovereign Financial Group, Inc. new3,845$228K0.0%2026-Q2
Caprock Group, LLC trimmed3,725$221K0.0%2026-Q2
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC new3,539$210K0.0%2026-Q2
FMR LLC added2,811$167K0.0%2026-Q2
AlphaCentric Advisors LLC trimmed2,570$152K0.0%2026-Q2
EP Wealth Advisors, LLC new1,723$102K0.0%2026-Q2
SIMPLEX TRADING, LLC added1,351$80K0.0%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed1,200$71K0.0%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed857$51K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed710$42K0.0%2026-Q2
PNC Financial Services Group, Inc.544$32K0.0%2026-Q2
BLUELINE ADVISORS LLC new348$10K0.0%2026-Q2
BROWN BROTHERS HARRIMAN & CO new300$18K0.0%2026-Q2
Grove Bank & Trust200$12K0.0%2026-Q2
IFP Advisors, Inc trimmed160$9K0.0%2026-Q2
Farther Finance Advisors, LLC153$9K0.0%2026-Q2
Steward Partners Investment Advisory, LLC trimmed151$9K0.0%2026-Q2
PHILLIPS FINANCIAL MANAGEMENT, LLC111$7K0.0%2026-Q2
BLAIR WILLIAM & CO/IL68$4K0.0%2026-Q2
Breakwater Investment Management50$3K0.0%2026-Q2
Capital Advisor Network LLC trimmed49$3K0.0%2026-Q2
Tradewinds Capital Management, LLC trimmed43$3K0.0%2026-Q2
Marquette Asset Management, LLC33$2K0.0%2026-Q2
RHUMBLINE ADVISERS trimmed30$2K0.0%2026-Q2
Rockefeller Capital Management L.P.30$2K0.0%2026-Q2
Keating Financial Advisory Services, Inc.26$2K0.0%2026-Q2
Founders Capital Management25$1K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership