Who owns EWO
Which tracked institutional funds hold EWO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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 EWO is one-sided between 2025-Q4 and 2026-Q1: 9 added or opened and 3 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
EWO’s largest tracked holder by dollar value, CIBC WORLD MARKET 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EWO 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 50 tracked filers holding EWO, 24 increased or opened the position and 22 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 EWO 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 6
- Sepio Capital, LP$2M
- JANE STREET GROUP, LLC$2M
- CITADEL ADVISORS LLC$1M
- FLOW TRADERS U.S. LLC$761K
- Providence First Trust Co$626K
- Dorsey Wright & Associates$586K
Full exits 1
- Private Advisor Group, LLC$877K
Largest adds
- Cavalier Investments, LLC$3M
- WELLS FARGO & COMPANY/MN$570K
- MORGAN STANLEY$431K
Largest trims
- CoreCap Advisors, LLC$4M
- Marotta Asset Management$450K
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 |
|---|---|---|---|---|
| CIBC WORLD MARKET INC. trimmed | 314,651 | $11M | 13.0% | 2026-Q1 |
| Marotta Asset Management trimmed | 272,075 | $10M | 11.4% | 2026-Q1 |
| MORGAN STANLEY added | 263,368 | $9M | 10.9% | 2026-Q1 |
| Arlington Capital Management, Inc. trimmed | 153,034 | $5M | 6.3% | 2026-Q1 |
| Cavalier Investments, LLC added | 125,000 | $4M | 5.2% | 2026-Q1 |
| Monument Capital Management trimmed | 122,287 | $4M | 5.0% | 2026-Q1 |
| Sepio Capital, LP trimmed | 63,882 | $2M | 2.6% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 59,358 | $2M | 2.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 50,170 | $2M | 2.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 45,676 | $2M | 1.9% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 42,554 | $2M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 39,861 | $1M | 1.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 39,590 | $1M | 1.6% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 32,537 | $1M | 1.3% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 24,772 | $878K | 1.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 21,453 | $761K | 0.9% | 2026-Q1 |
| Mariner, LLC trimmed | 20,843 | $739K | 0.9% | 2026-Q1 |
| Providence First Trust Co new | 17,672 | $626K | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 17,547 | $622K | 0.7% | 2026-Q1 |
| Dorsey Wright & Associates new | 16,527 | $586K | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,972 | $531K | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 14,680 | $520K | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,569 | $481K | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC | 13,286 | $471K | 0.5% | 2026-Q1 |
| UBS Group AG added | 11,870 | $421K | 0.5% | 2026-Q1 |
| BFI Infinity Ltd. added | 10,755 | $381K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 9,963 | $353K | 0.4% | 2026-Q1 |
| GHP Investment Advisors, Inc. | 9,215 | $327K | 0.4% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 8,873 | $315K | 0.4% | 2026-Q1 |
| Invesco Ltd. new | 8,151 | $289K | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 7,000 | $248K | 0.3% | 2026-Q1 |
| Sunpointe, LLC new | 6,701 | $238K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,695 | $202K | 0.2% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC | 5,310 | $188K | 0.2% | 2026-Q1 |
| AlphaCentric Advisors LLC trimmed | 3,910 | $139K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,288 | $82K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 2,165 | $77K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,749 | $62K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 594 | $31K | 0.0% | 2026-Q1 |
| Financial Freedom, LLC | 683 | $24K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 592 | $21K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 417 | $15K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 267 | $9K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 100 | $4K | 0.0% | 2026-Q1 |
| FMR LLC | 85 | $3K | 0.0% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 54 | $2K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 53 | $2K | 0.0% | 2026-Q1 |
| C M BIDWELL & ASSOCIATES LTD | 49 | $2K | 0.0% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. | 7 | $248 | 0.0% | 2026-Q1 |
| Covestor Ltd | 7 | — | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC new | 103,472 | $3M | 3.0% | 2025-Q1 stale |
| Farther Finance Advisors, LLC new | 67,732 | $2M | 2.4% | 2025-Q3 stale |
| NAPA WEALTH MANAGEMENT new | 54,350 | $2M | 1.9% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC trimmed | 48,577 | $2M | 1.8% | 2025-Q3 stale |
| Financial & Tax Architects, LLC new | 45,011 | $1M | 1.5% | 2025-Q2 stale |
| Hilltop Holdings Inc. trimmed | 48,426 | $1M | 1.4% | 2025-Q1 stale |
| EWG Elevate Inc. new | 35,905 | $1M | 1.3% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 35,097 | $1M | 1.2% | 2025-Q2 stale |
| Private Advisor Group, LLC | 24,719 | $877K | 1.0% | 2025-Q4 stale |
| Sanctuary Advisors, LLC added | 31,727 | $797K | 0.9% | 2025-Q3 stale |
| WESPAC Advisors, LLC added | 19,557 | $575K | 0.7% | 2025-Q2 stale |
| SCOTIA CAPITAL INC. new | 19,061 | $560K | 0.7% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 18,309 | $538K | 0.6% | 2025-Q2 stale |
| Point Nemo Capital, LLC new | 13,088 | $464K | 0.5% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 10,847 | $336K | 0.4% | 2025-Q3 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 11,092 | $326K | 0.4% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ added | 9,396 | $236K | 0.3% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC trimmed | 6,188 | $219K | 0.3% | 2025-Q4 stale |
| Bright Futures Wealth Management, LLC. new | 6,125 | $217K | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 7,011 | $217K | 0.3% | 2025-Q3 stale |
| Sunbelt Securities, Inc. new | 7,986 | $201K | 0.2% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 4,708 | $167K | 0.2% | 2025-Q4 stale |
| TD Waterhouse Canada Inc. new | 3,241 | $81K | 0.1% | 2025-Q1 stale |
| Financially Speaking Inc new | 1,585 | $40K | 0.0% | 2025-Q1 stale |
| BlackRock, Inc. added | 1,451 | $36K | 0.0% | 2025-Q1 stale |
| Geneos Wealth Management Inc. added | 1,177 | $30K | 0.0% | 2025-Q1 stale |
| COMERICA BANK added | 592 | $21K | 0.0% | 2025-Q4 stale |
| Hexagon Capital Partners LLC added | 592 | $15K | 0.0% | 2025-Q1 stale |
| Wayfinding Financial, LLC new | 400 | $10K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. added | 244 | $8K | 0.0% | 2025-Q3 stale |
| NATIONAL BANK OF CANADA /FI/ | 155 | $5K | 0.0% | 2025-Q2 stale |
| Copia Wealth Management new | 162 | $4K | 0.0% | 2025-Q1 stale |
| Allworth Financial LP new | 130 | $3K | 0.0% | 2025-Q1 stale |
| HOWE & RUSLING INC added | 100 | $3K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 45 | $2K | 0.0% | 2025-Q4 stale |
| AE Wealth Management LLC | 48 | $1K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.