Who owns EWM
Which tracked institutional funds hold EWM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWM 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
10 tracked funds added or opened EWM while 19 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
EWM’s largest tracked holder by dollar value, State of Tennessee, Department of Treasury, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EWM 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 70 tracked filers holding EWM, 32 increased or opened the position and 39 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 EWM 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 2
- OLD MISSION CAPITAL LLC$2M
- Trek Financial, LLC$1M
Full exits 4
- SUN LIFE FINANCIAL INC$12M
- Point72 Asset Management, L.P.$8M
- Cairn Investment Group, Inc.$7M
- SG Americas Securities, LLC$675K
Largest adds
- JANE STREET GROUP, LLC$22M
- UBS Group AG$2M
- BlackRock, Inc.$1M
- NewEdge Advisors, LLC$330K
- Ashton Thomas Private Wealth, LLC$311K
- BANK OF MONTREAL /CAN/$306K
Largest trims
- JPMORGAN CHASE & CO$17M
- State of Tennessee, Department of Treasury$13M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$9M
- CITIGROUP INC$3M
- ROYAL BANK OF CANADA$2M
- GOLDMAN SACHS GROUP INC$2M
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 |
|---|---|---|---|---|
| State of Tennessee, Department of Treasury trimmed | 1,508,474 | $41M | 15.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,023,730 | $28M | 10.2% | 2026-Q2 |
| USS Investment Management Ltd | 956,978 | $26M | 9.5% | 2026-Q2 |
| Breakout Capital Partners, LP | 787,278 | $21M | 7.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 609,034 | $16M | 6.1% | 2026-Q2 |
| UBS Group AG added | 480,595 | $13M | 4.8% | 2026-Q2 |
| Whitcomb & Hess, Inc. added | 384,472 | $10M | 3.8% | 2026-Q2 |
| Carrera Capital Advisors added | 331,795 | $9M | 3.3% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 239,381 | $6M | 2.4% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 239,381 | $6M | 2.4% | 2026-Q2 |
| Korea Investment CORP | 188,143 | $5M | 1.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 184,561 | $5M | 1.8% | 2026-Q2 |
| CITIGROUP INC trimmed | 145,346 | $4M | 1.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 139,267 | $4M | 1.4% | 2026-Q2 |
| BCWM, LLC trimmed | 132,152 | $4M | 1.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 104,576 | $3M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 93,646 | $3M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 67,515 | $2M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 63,464 | $2M | 0.6% | 2026-Q2 |
| BlackRock, Inc. added | 62,632 | $2M | 0.6% | 2026-Q2 |
| NATIXIS trimmed | 53,458 | $1M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 53,378 | $1M | 0.5% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 52,389 | $1M | 0.5% | 2026-Q2 |
| Trek Financial, LLC added | 47,808 | $1M | 0.5% | 2026-Q2 |
| BANQUE PICTET & CIE SA | 40,000 | $1M | 0.4% | 2026-Q2 |
| Mount Lucas Management LP added | 37,899 | $1M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 37,840 | $1M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 31,425 | $847K | 0.3% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 30,042 | $810K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 29,348 | $791K | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 23,543 | $634K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 19,245 | $519K | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 18,866 | $509K | 0.2% | 2026-Q2 |
| Knollwood Investment Advisory, LLC | 17,000 | $458K | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 15,953 | $430K | 0.2% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 14,707 | $396K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 13,694 | $369K | 0.1% | 2026-Q2 |
| First Growth Capital LLC trimmed | 12,872 | $347K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 12,710 | $343K | 0.1% | 2026-Q2 |
| Cullen Capital Management, LLC trimmed | 11,560 | $312K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 10,965 | $295K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 9,730 | $262K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 8,684 | $234K | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. new | 8,500 | $229K | 0.1% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 8,328 | $224K | 0.1% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 8,096 | $218K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,881 | $212K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 7,806 | $210K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 7,602 | $205K | 0.1% | 2026-Q2 |
| AlphaCentric Advisors LLC added | 6,009 | $162K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 6,000 | $162K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 4,686 | $126K | 0.0% | 2026-Q2 |
| Stelac Advisory Services LLC | 4,100 | $110K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,774 | $75K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 2,056 | $55K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 1,642 | $44K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 1,038 | $28K | 0.0% | 2026-Q2 |
| BOCHK Asset Management Ltd | 800 | $22K | 0.0% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. new | 554 | $15K | 0.0% | 2026-Q2 |
| Pacifica Partners Inc. | 500 | $13K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 341 | $9K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 229 | $6K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 209 | $6K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 131 | $4K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 99 | $3K | 0.0% | 2026-Q2 |
| SUN LIFE FINANCIAL INC added | 407,241 | $12M | 4.3% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. new | 282,600 | $8M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| Cairn Investment Group, Inc. trimmed | 263,785 | $7M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| Graham Capital Management, L.P. new | 110,000 | $3M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| STATE OF WISCONSIN INVESTMENT BOARD new | 86,400 | $2M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Fluent Financial, LLC added | 66,557 | $2M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| CacheTech Inc. new | 41,981 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 42,374 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Cobblestone Asset Management LLC added | 25,224 | $690K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SG Americas Securities, LLC trimmed | 23,775 | $675K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 18,128 | $496K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Capula Management Ltd added | 18,090 | $495K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| LPL Financial LLC added | 17,408 | $495K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HSBC HOLDINGS PLC trimmed | 15,504 | $424K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 14,781 | $420K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| DRW Securities, LLC added | 15,521 | $400K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Congress Park Capital LLC new | 13,550 | $385K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Belpointe Asset Management LLC new | 13,340 | $365K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 12,531 | $305K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Quadrature Capital Ltd trimmed | 10,592 | $290K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC new | 10,519 | $256K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HighTower Advisors, LLC new | 10,463 | $255K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| INNEALTA CAPITAL, LLC added | 8,792 | $250K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MEEDER ASSET MANAGEMENT INC trimmed | 8,454 | $240K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CIBC WORLD MARKET INC. trimmed | 7,811 | $202K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Mirae Asset Global Investments Co., Ltd. trimmed | 5,900 | $161K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 3,436 | $84K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Jessup Wealth Management, Inc new | 2,629 | $72K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BARCLAYS PLC | 2,500 | $68K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC added | 969 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Geneos Wealth Management Inc. | 965 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| DV Trading LLC new | 600 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaCore Capital LLC new | 150 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 100 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 90 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
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.