Who owns EWM (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-Q1 13F filings. 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
18 tracked funds added or opened EWM while 14 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
EWM’s largest tracked holder by dollar value, State of Tennessee, Department of Treasury, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 75 tracked filers holding EWM, 43 increased or opened the position and 38 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 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
- Point72 Asset Management, L.P.$8M
- JANE STREET GROUP, LLC$6M
Full exits 6
- Graham Capital Management, L.P.$3M
- STATE OF WISCONSIN INVESTMENT BOARD$2M
- OLD MISSION CAPITAL LLC$2M
- Fluent Financial, LLC$2M
- CacheTech Inc.$1M
- Cobblestone Asset Management LLC$690K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- JPMORGAN CHASE & CO$8M
- GOLDMAN SACHS GROUP INC$3M
- ROYAL BANK OF CANADA$2M
- Qube Research & Technologies Ltd$2M
- SUN LIFE FINANCIAL INC$1M
Largest trims
- State of Tennessee, Department of Treasury$10M
- UBS Group AG$5M
- USS Investment Management Ltd$5M
- CITIGROUP INC$1M
- SG Americas Securities, LLC$371K
- BlackRock, Inc.$367K
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 | 1,893,111 | $54M | 17.7% | 2026-Q1 |
| USS Investment Management Ltd trimmed | 956,978 | $27M | 8.9% | 2026-Q1 |
| Breakout Capital Partners, LP trimmed | 787,278 | $22M | 7.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 663,224 | $19M | 6.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 635,534 | $18M | 5.9% | 2026-Q1 |
| SUN LIFE FINANCIAL INC added | 407,241 | $12M | 3.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 391,271 | $11M | 3.7% | 2026-Q1 |
| UBS Group AG trimmed | 374,295 | $11M | 3.5% | 2026-Q1 |
| Whitcomb & Hess, Inc. added | 369,421 | $10M | 3.5% | 2026-Q1 |
| Carrera Capital Advisors added | 319,496 | $9M | 3.0% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 282,600 | $8M | 2.6% | 2026-Q1 |
| Cairn Investment Group, Inc. trimmed | 263,785 | $7M | 2.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 226,399 | $6M | 2.1% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 216,707 | $6M | 2.0% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 216,707 | $6M | 2.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 200,361 | $6M | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 198,136 | $6M | 1.9% | 2026-Q1 |
| Korea Investment CORP | 188,143 | $5M | 1.8% | 2026-Q1 |
| BCWM, LLC trimmed | 134,527 | $4M | 1.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 121,353 | $3M | 1.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 104,264 | $3M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 102,314 | $3M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 75,987 | $2M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 64,049 | $2M | 0.6% | 2026-Q1 |
| NATIXIS added | 56,131 | $2M | 0.5% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 52,317 | $1M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 45,037 | $1M | 0.4% | 2026-Q1 |
| BANQUE PICTET & CIE SA trimmed | 40,000 | $1M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 39,488 | $1M | 0.4% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 36,137 | $1M | 0.3% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 35,306 | $1M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 27,323 | $776K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 26,281 | $747K | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 23,775 | $675K | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 21,043 | $598K | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 17,408 | $495K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 17,353 | $493K | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 17,031 | $484K | 0.2% | 2026-Q1 |
| Knollwood Investment Advisory, LLC | 17,000 | $483K | 0.2% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 16,764 | $476K | 0.2% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 16,475 | $468K | 0.2% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 14,781 | $420K | 0.1% | 2026-Q1 |
| Congress Park Capital LLC new | 13,550 | $385K | 0.1% | 2026-Q1 |
| First Growth Capital LLC added | 12,975 | $372K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 12,178 | $346K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 10,310 | $293K | 0.1% | 2026-Q1 |
| INNEALTA CAPITAL, LLC added | 8,792 | $250K | 0.1% | 2026-Q1 |
| MEEDER ASSET MANAGEMENT INC trimmed | 8,454 | $240K | 0.1% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 8,096 | $230K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 7,773 | $213K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 6,000 | $170K | 0.1% | 2026-Q1 |
| AlphaCentric Advisors LLC added | 5,704 | $162K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 4,194 | $119K | 0.0% | 2026-Q1 |
| Stelac Advisory Services LLC trimmed | 4,100 | $116K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,056 | $58K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 1,641 | $47K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,336 | $38K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. | 1,038 | $29K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 969 | $28K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 965 | $27K | 0.0% | 2026-Q1 |
| BOCHK Asset Management Ltd trimmed | 800 | $23K | 0.0% | 2026-Q1 |
| Pacifica Partners Inc. | 500 | $14K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 12,820 | $13K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 275 | $8K | 0.0% | 2026-Q1 |
| FMR LLC added | 264 | $7K | 0.0% | 2026-Q1 |
| VISTA FINANCE, LLC trimmed | 143,992 | $3M | 1.1% | 2025-Q1 stale |
| Graham Capital Management, L.P. new | 110,000 | $3M | 1.0% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD new | 86,400 | $2M | 0.8% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 70,056 | $2M | 0.6% | 2025-Q4 stale |
| Fluent Financial, LLC added | 66,557 | $2M | 0.6% | 2025-Q4 stale |
| Cullen Capital Management, LLC trimmed | 68,275 | $2M | 0.6% | 2025-Q3 stale |
| CacheTech Inc. new | 41,981 | $1M | 0.4% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 42,374 | $1M | 0.4% | 2025-Q3 stale |
| NORTHERN TRUST CORP added | 30,669 | $708K | 0.2% | 2025-Q1 stale |
| Cobblestone Asset Management LLC added | 25,224 | $690K | 0.2% | 2025-Q4 stale |
| Trek Financial, LLC added | 21,906 | $568K | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 18,128 | $496K | 0.2% | 2025-Q4 stale |
| Capula Management Ltd added | 18,090 | $495K | 0.2% | 2025-Q4 stale |
| Financial & Tax Architects, LLC added | 19,942 | $460K | 0.2% | 2025-Q1 stale |
| D. E. Shaw & Co., Inc. new | 19,426 | $448K | 0.1% | 2025-Q1 stale |
| Advisors Preferred, LLC new | 18,574 | $428K | 0.1% | 2025-Q1 stale |
| HSBC HOLDINGS PLC trimmed | 15,504 | $424K | 0.1% | 2025-Q4 stale |
| Legacy Capital Group California, Inc. added | 18,088 | $417K | 0.1% | 2025-Q1 stale |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. added | 17,762 | $410K | 0.1% | 2025-Q1 stale |
| DRW Securities, LLC added | 15,521 | $400K | 0.1% | 2025-Q3 stale |
| V-Square Quantitative Management LLC | 17,135 | $395K | 0.1% | 2025-Q1 stale |
| Belpointe Asset Management LLC added | 13,340 | $365K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 12,531 | $305K | 0.1% | 2025-Q2 stale |
| Quadrature Capital Ltd trimmed | 10,592 | $290K | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 10,519 | $256K | 0.1% | 2025-Q2 stale |
| HighTower Advisors, LLC trimmed | 10,463 | $255K | 0.1% | 2025-Q2 stale |
| CIBC WORLD MARKET INC. trimmed | 7,811 | $202K | 0.1% | 2025-Q3 stale |
| VPR Management LLC | 7,500 | $173K | 0.1% | 2025-Q1 stale |
| Mirae Asset Global Investments Co., Ltd. trimmed | 5,900 | $161K | 0.1% | 2025-Q4 stale |
| DC Investments Management, LLC | 4,869 | $112K | 0.0% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 3,436 | $84K | 0.0% | 2025-Q2 stale |
| Jessup Wealth Management, Inc new | 2,629 | $72K | 0.0% | 2025-Q4 stale |
| BARCLAYS PLC | 2,500 | $68K | 0.0% | 2025-Q3 stale |
| DV Trading LLC new | 600 | $16K | 0.0% | 2025-Q4 stale |
| IMG Wealth Management, Inc. new | 452 | $10K | 0.0% | 2025-Q1 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.