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-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
16 tracked funds added or opened EWO while 9 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
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 2026-Q1 and 2026-Q2, across 47 tracked filers holding EWO, 18 increased or opened the position and 34 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 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 6
- Financial & Tax Architects, LLC$2M
- Synergy Asset Management, LLC$1M
- GFS Advisors, LLC$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$798K
- Avior Wealth Management, LLC$777K
- BANK OF AMERICA CORP /DE/$523K
Full exits 6
- Cavalier Investments, LLC$4M
- JANE STREET GROUP, LLC$2M
- CITADEL ADVISORS LLC$1M
- Equitable Holdings, Inc.$1M
- FLOW TRADERS U.S. LLC$761K
- Dorsey Wright & Associates$586K
Largest adds
- CIBC WORLD MARKET INC.$3M
- MORGAN STANLEY$2M
- EverSource Wealth Advisors, LLC$1M
- Marotta Asset Management$1M
- Arlington Capital Management, Inc.$988K
- Monument Capital Management$731K
Largest trims
- CoreCap Advisors, LLC$2M
- Focus Partners Wealth$966K
- Mariner, LLC$449K
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. added | 323,550 | $14M | 14.2% | 2026-Q2 |
| MORGAN STANLEY added | 273,655 | $12M | 12.0% | 2026-Q2 |
| Marotta Asset Management trimmed | 264,424 | $11M | 11.4% | 2026-Q2 |
| Arlington Capital Management, Inc. trimmed | 151,523 | $6M | 6.6% | 2026-Q2 |
| Monument Capital Management trimmed | 119,687 | $5M | 5.2% | 2026-Q2 |
| Sepio Capital, LP added | 64,776 | $3M | 2.8% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 55,906 | $2M | 2.4% | 2026-Q2 |
| Financial & Tax Architects, LLC added | 53,526 | $2M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 36,685 | $2M | 1.6% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 30,799 | $1M | 1.3% | 2026-Q2 |
| Synergy Asset Management, LLC new | 29,225 | $1M | 1.3% | 2026-Q2 |
| Providence First Trust Co added | 24,746 | $1M | 1.1% | 2026-Q2 |
| GFS Advisors, LLC new | 887 | $1M | 1.1% | 2026-Q2 |
| Mount Lucas Management LP trimmed | 23,360 | $989K | 1.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 19,189 | $812K | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 18,810 | $798K | 0.8% | 2026-Q2 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV trimmed | 26,552 | $786K | 0.8% | 2026-Q2 |
| Avior Wealth Management, LLC new | 18,358 | $777K | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,342 | $607K | 0.6% | 2026-Q2 |
| UBS Group AG added | 14,252 | $603K | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 14,017 | $593K | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 12,364 | $523K | 0.5% | 2026-Q2 |
| BFI Infinity Ltd. | 10,755 | $455K | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 9,908 | $419K | 0.4% | 2026-Q2 |
| Calydon Capital new | 9,907 | $419K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 9,375 | $397K | 0.4% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 9,215 | $390K | 0.4% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 8,758 | $371K | 0.4% | 2026-Q2 |
| Eddie Patel Inc new | 7,706 | $326K | 0.3% | 2026-Q2 |
| Roan Capital Partners new | 7,175 | $304K | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 7,000 | $296K | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 6,853 | $290K | 0.3% | 2026-Q2 |
| Sunpointe, LLC trimmed | 6,202 | $262K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,458 | $231K | 0.2% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 5,310 | $225K | 0.2% | 2026-Q2 |
| AlphaCentric Advisors LLC trimmed | 3,705 | $157K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,722 | $73K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 3,150 | $70K | 0.1% | 2026-Q2 |
| FMR LLC added | 672 | $28K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 581 | $25K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 417 | $18K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 100 | $4K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 54 | $2K | 0.0% | 2026-Q2 |
| C M BIDWELL & ASSOCIATES LTD | 49 | $2K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 46 | $2K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 39 | $2K | 0.0% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 7 | $248 | 0.0% | 2026-Q2 |
| Cavalier Investments, LLC added | 125,000 | $4M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 45,676 | $2M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 39,590 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Equitable Holdings, Inc. trimmed | 32,537 | $1M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 21,453 | $761K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Dorsey Wright & Associates new | 16,527 | $586K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,569 | $481K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 13,286 | $471K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 9,963 | $353K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Invesco Ltd. new | 8,151 | $289K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 2,165 | $77K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Financial Freedom, LLC | 683 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 267 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 53 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd | 7 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC | 24,719 | $877K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Point Nemo Capital, LLC new | 13,088 | $464K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC new | 6,188 | $219K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Bright Futures Wealth Management, LLC. new | 6,125 | $217K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 592 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Farther Finance Advisors, LLC new | 67,732 | $2M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 48,577 | $2M | 1.6% | 2025-Q3 stale (3 quarters behind) |
| EWG Elevate Inc. new | 35,905 | $1M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Sanctuary Advisors, LLC added | 31,727 | $797K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 10,847 | $336K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP trimmed | 7,011 | $217K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 244 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AE Wealth Management LLC | 48 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| NAPA WEALTH MANAGEMENT new | 54,350 | $2M | 1.7% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 35,097 | $1M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| WESPAC Advisors, LLC added | 19,557 | $575K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| SCOTIA CAPITAL INC. new | 19,061 | $560K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| GTS SECURITIES LLC new | 18,309 | $538K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 11,092 | $326K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ | 155 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters 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.