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-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
The tracked-fund tape on EWL is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 11 trimmed or exited — on balance accumulating.
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, 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 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 2026-Q1 and 2026-Q2, across 184 tracked filers holding EWL, 105 increased or opened the position and 68 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 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 4
- JANE STREET GROUP, LLC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Qube Research & Technologies Ltd$2M
- Quantbot Technologies LP$999K
Full exits 7
- FLOW TRADERS U.S. LLC$27M
- Polianta Ltd$15M
- HighTower Advisors, LLC$6M
- CSM Advisors, LLC$4M
- GTS SECURITIES LLC$756K
- NorthCoast Asset Management LLC$752K
Largest adds
- BlackRock, Inc.$367M
- Bank Julius Baer & Co. Ltd, Zurich$19M
- BANK OF AMERICA CORP /DE/$13M
- MORGAN STANLEY$13M
- UBS Group AG$13M
- Rice Partnership, LLC$8M
Largest trims
- 1607 Capital Partners, LLC$21M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7M
- CIBC WORLD MARKET INC.$1M
- Y-Intercept (Hong Kong) Ltd$1M
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 | 6,309,912 | $397M | 30.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,186,515 | $137M | 10.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,205,530 | $76M | 5.9% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,078,832 | $68M | 5.2% | 2026-Q2 |
| UBS Group AG added | 1,046,736 | $66M | 5.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 917,019 | $58M | 4.5% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 885,747 | $56M | 4.3% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 648,683 | $41M | 3.2% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 575,549 | $36M | 2.8% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 575,549 | $36M | 2.8% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 565,157 | $36M | 2.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 394,011 | $25M | 1.9% | 2026-Q2 |
| Lido Advisors, LLC added | 337,130 | $21M | 1.6% | 2026-Q2 |
| Trajan Wealth LLC added | 332,798 | $21M | 1.6% | 2026-Q2 |
| GenTrust, LLC added | 316,521 | $20M | 1.5% | 2026-Q2 |
| Rice Partnership, LLC added | 243,503 | $15M | 1.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 230,558 | $14M | 1.1% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 193,527 | $12M | 0.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 179,458 | $11M | 0.9% | 2026-Q2 |
| SSA SWISS ADVISORS AG trimmed | 140,241 | $9M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 134,065 | $8M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 125,024 | $8M | 0.6% | 2026-Q2 |
| Pictet North America Advisors SA trimmed | 109,414 | $7M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 101,689 | $6M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 97,150 | $6M | 0.5% | 2026-Q2 |
| Ameliora Wealth Management Ltd. added | 84,395 | $5M | 0.4% | 2026-Q2 |
| Compagnie Lombard Odier SCmA trimmed | 76,227 | $5M | 0.4% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 75,192 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 67,630 | $4M | 0.3% | 2026-Q2 |
| Climber Capital SA added | 61,829 | $4M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 58,884 | $4M | 0.3% | 2026-Q2 |
| Creative Planning added | 51,820 | $3M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 47,054 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 46,774 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,887 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 39,634 | $2M | 0.2% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 34,176 | $2M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 34,154 | $2M | 0.2% | 2026-Q2 |
| M&T Bank Corp | 34,017 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 33,088 | $2M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 32,183 | $2M | 0.2% | 2026-Q2 |
| Idaho Trust Co added | 31,040 | $2M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 29,565 | $2M | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC added | 29,420 | $2M | 0.1% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA trimmed | 29,262 | $2M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 27,700 | $2M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 27,700 | $2M | 0.1% | 2026-Q2 |
| BFI Infinity Ltd. added | 27,654 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 25,696 | $2M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 23,279 | $1M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 21,045 | $1M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 20,548 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 19,084 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 18,560 | $1M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 18,358 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 18,297 | $1M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 18,061 | $1M | 0.1% | 2026-Q2 |
| LMCG INVESTMENTS, LLC trimmed | 17,544 | $1M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP new | 15,891 | $999K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 15,849 | $996K | 0.1% | 2026-Q2 |
| FMR LLC added | 15,823 | $994K | 0.1% | 2026-Q2 |
| Mount Lucas Management LP added | 15,207 | $956K | 0.1% | 2026-Q2 |
| Bridgewater Advisors Inc. | 14,330 | $905K | 0.1% | 2026-Q2 |
| Trek Financial, LLC trimmed | 14,302 | $899K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 14,260 | $897K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 13,946 | $877K | 0.1% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 13,944 | $876K | 0.1% | 2026-Q2 |
| Boreal Capital Management LLC | 13,596 | $855K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 13,569 | $853K | 0.1% | 2026-Q2 |
| EFG International AG added | 13,431 | $844K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 13,401 | $842K | 0.1% | 2026-Q2 |
| Sonoma Private Wealth LLC added | 13,229 | $831K | 0.1% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 12,528 | $787K | 0.1% | 2026-Q2 |
| swisspartners Advisors Ltd | 12,350 | $776K | 0.1% | 2026-Q2 |
| Keel Point, LLC | 10,646 | $669K | 0.1% | 2026-Q2 |
| Hyposwiss Advisors SA added | 10,470 | $658K | 0.1% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC | 10,349 | $650K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 10,245 | $649K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 9,946 | $625K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 9,579 | $602K | 0.0% | 2026-Q2 |
| McHugh Group, LLC | 9,200 | $578K | 0.0% | 2026-Q2 |
| Waterway Wealth Management, LLC added | 8,919 | $561K | 0.0% | 2026-Q2 |
| Marotta Asset Management trimmed | 8,605 | $538K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC added | 8,536 | $537K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,507 | $531K | 0.0% | 2026-Q2 |
| Boltwood Capital Management added | 7,900 | $497K | 0.0% | 2026-Q2 |
| LGL PARTNERS, LLC added | 7,792 | $490K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 7,211 | $453K | 0.0% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. | 7,178 | $451K | 0.0% | 2026-Q2 |
| East Coast Asset Management, LLC. | 7,101 | $446K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,029 | $442K | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 6,600 | $415K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 6,539 | $411K | 0.0% | 2026-Q2 |
| EWA, LLC added | 6,489 | $408K | 0.0% | 2026-Q2 |
| Banco Santander, S.A. added | 6,265 | $394K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,818 | $366K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 5,553 | $349K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 5,496 | $345K | 0.0% | 2026-Q2 |
| Retirement Planning Group, LLC added | 5,436 | $342K | 0.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 5,168 | $325K | 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.