Who owns EWL
Which tracked institutional funds hold EWL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWL 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
24 tracked funds added or opened EWL while 25 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
EWL’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 EWL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EWL 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 187 tracked filers holding EWL, 92 increased or opened the position and 73 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 EWL 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 4
- Polianta Ltd$15M
- CSM Advisors, LLC$4M
- Y-Intercept (Hong Kong) Ltd$2M
- INSIGNEO ADVISORY SERVICES, LLC$593K
Full exits 8
- SSA SWISS ADVISORS AG$7M
- Qube Research & Technologies Ltd$6M
- MANAGED ASSET PORTFOLIOS, LLC$3M
- JANE STREET GROUP, LLC$2M
- D. E. Shaw & Co., Inc.$1M
- MGO Private Wealth, LLC$827K
Largest adds
- UBS Group AG$30M
- FLOW TRADERS U.S. LLC$25M
- Lido Advisors, LLC$11M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6M
- BANK OF AMERICA CORP /DE/$5M
- Bank Julius Baer & Co. Ltd, Zurich$3M
Largest trims
- BlackRock, Inc.$61M
- JPMORGAN CHASE & CO$22M
- Allspring Global Investments Holdings, LLC$16M
- 1607 Capital Partners, LLC$13M
- ROYAL BANK OF CANADA$12M
- AMERIPRISE FINANCIAL INC$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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,107,897 | $124M | 13.8% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 1,304,522 | $77M | 8.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 1,114,046 | $66M | 7.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,061,526 | $62M | 6.9% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 951,171 | $56M | 6.2% | 2026-Q1 |
| UBS Group AG added | 898,227 | $53M | 5.9% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 660,941 | $39M | 4.3% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 541,025 | $32M | 3.5% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 541,025 | $32M | 3.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 501,835 | $30M | 3.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 453,328 | $27M | 3.0% | 2026-Q1 |
| Trajan Wealth LLC added | 322,546 | $19M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 322,181 | $19M | 2.1% | 2026-Q1 |
| GenTrust, LLC added | 303,248 | $18M | 2.0% | 2026-Q1 |
| Lido Advisors, LLC added | 293,507 | $17M | 1.9% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 287,117 | $17M | 1.9% | 2026-Q1 |
| Polianta Ltd added | 258,700 | $15M | 1.7% | 2026-Q1 |
| Waverly Advisors, LLC added | 225,706 | $13M | 1.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 185,190 | $11M | 1.2% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 131,951 | $8M | 0.9% | 2026-Q1 |
| Rice Partnership, LLC added | 131,595 | $8M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 125,028 | $7M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 124,243 | $7M | 0.8% | 2026-Q1 |
| Pictet North America Advisors SA added | 118,956 | $7M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 102,019 | $6M | 0.7% | 2026-Q1 |
| Compagnie Lombard Odier SCmA trimmed | 80,105 | $5M | 0.5% | 2026-Q1 |
| CSM Advisors, LLC new | 74,684 | $4M | 0.5% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 70,664 | $4M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 64,732 | $4M | 0.4% | 2026-Q1 |
| Climber Capital SA | 61,151 | $4M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 57,040 | $3M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 56,768 | $3M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 50,822 | $3M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 48,009 | $3M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 46,340 | $3M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 45,367 | $3M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 39,373 | $2M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 36,211 | $2M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 36,114 | $2M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 34,017 | $2M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 31,717 | $2M | 0.2% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA added | 31,461 | $2M | 0.2% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 29,948 | $2M | 0.2% | 2026-Q1 |
| Ameliora Wealth Management Ltd. added | 29,501 | $2M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 29,280 | $2M | 0.2% | 2026-Q1 |
| Idaho Trust Co trimmed | 28,580 | $2M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 28,202 | $2M | 0.2% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 27,700 | $2M | 0.2% | 2026-Q1 |
| BFI Infinity Ltd. added | 27,125 | $2M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 25,642 | $2M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 36,328 | $1M | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 22,779 | $1M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 19,830 | $1M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 19,663 | $1M | 0.1% | 2026-Q1 |
| LMCG INVESTMENTS, LLC trimmed | 19,167 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 18,800 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 18,553 | $1M | 0.1% | 2026-Q1 |
| BTG Pactual Asset Management US LLC | 18,176 | $1M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 18,156 | $1M | 0.1% | 2026-Q1 |
| Trek Financial, LLC added | 18,031 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 15,054 | $885K | 0.1% | 2026-Q1 |
| Bridgewater Advisors Inc. | 14,330 | $885K | 0.1% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 14,422 | $848K | 0.1% | 2026-Q1 |
| Avestar Capital, LLC added | 13,769 | $810K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 13,719 | $807K | 0.1% | 2026-Q1 |
| Boreal Capital Management LLC | 13,596 | $800K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 13,512 | $795K | 0.1% | 2026-Q1 |
| Sonoma Private Wealth LLC added | 13,194 | $776K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 13,005 | $765K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 12,860 | $756K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 12,855 | $756K | 0.1% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 12,780 | $752K | 0.1% | 2026-Q1 |
| swisspartners Advisors Ltd trimmed | 12,350 | $722K | 0.1% | 2026-Q1 |
| EFG International AG | 11,280 | $663K | 0.1% | 2026-Q1 |
| Marotta Asset Management trimmed | 10,490 | $624K | 0.1% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC | 10,349 | $609K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 10,080 | $593K | 0.1% | 2026-Q1 |
| Banque Cantonale Vaudoise trimmed | 9,853 | $578K | 0.1% | 2026-Q1 |
| Hyposwiss Advisors SA added | 9,650 | $568K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 9,514 | $559K | 0.1% | 2026-Q1 |
| McHugh Group, LLC | 9,200 | $541K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 147,295 | $8M | 0.9% | 2025-Q3 stale |
| SSA SWISS ADVISORS AG trimmed | 115,199 | $7M | 0.8% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 92,769 | $6M | 0.6% | 2025-Q4 stale |
| DRW Securities, LLC added | 68,770 | $4M | 0.4% | 2025-Q1 stale |
| MANAGED ASSET PORTFOLIOS, LLC new | 56,302 | $3M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 28,946 | $2M | 0.2% | 2025-Q4 stale |
| Proquility Private Wealth Partners, LLC added | 29,435 | $2M | 0.2% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 27,599 | $2M | 0.2% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 18,812 | $1M | 0.1% | 2025-Q4 stale |
| Dai-ichi Life Holdings, Inc. added | 18,900 | $1M | 0.1% | 2025-Q2 stale |
| MGO Private Wealth, LLC trimmed | 13,785 | $827K | 0.1% | 2025-Q4 stale |
| Arizona PSPRS Trust trimmed | 14,500 | $795K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 14,691 | $761K | 0.1% | 2025-Q1 stale |
| Atria Investments, Inc trimmed | 12,055 | $661K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,860 | $655K | 0.1% | 2025-Q3 stale |
| Mirae Asset Global Investments Co., Ltd. added | 10,650 | $639K | 0.1% | 2025-Q4 stale |
| Keel Point, LLC | 10,646 | $638K | 0.1% | 2025-Q4 stale |
| ABC ARBITRAGE SA trimmed | 11,579 | $635K | 0.1% | 2025-Q2 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 10,702 | $591K | 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.