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Institutional Ownership · SEC Form 13F

Who owns EWP


Which tracked institutional funds hold EWP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWP 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.

118
Institutional holders
25M
Shares held (tracked funds)

How the tape is positioned

29 tracked funds added or opened EWP while 23 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

EWP’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 EWP more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EWP 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 118 tracked filers holding EWP, 47 increased or opened the position and 77 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 EWP 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

  • Point72 Asset Management, L.P.$10M
  • OLD MISSION CAPITAL LLC$4M
  • DV EQUITIES, LLC$4M
  • CITADEL ADVISORS LLC$1M
  • NorthCoast Asset Management LLC$1M
  • Cobblestone Asset Management LLC$504K

Full exits 11

  • Provida Pension Fund Administrator$16M
  • BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13M
  • Arlington Capital Management, Inc.$5M
  • HighTower Advisors, LLC$3M
  • Equitable Holdings, Inc.$3M
  • Financial & Tax Architects, LLC$2M

Largest adds

  • BlackRock, Inc.$341M
  • National Pension Service$41M
  • JANE STREET GROUP, LLC$17M
  • MORGAN STANLEY$7M
  • BANK OF MONTREAL /CAN/$5M
  • LPL Financial LLC$5M

Largest trims

  • HSBC HOLDINGS PLC$109M
  • Tradewinds Capital Management, LLC$36M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$26M
  • MILLENNIUM MANAGEMENT LLC$5M
  • EverSource Wealth Advisors, LLC$5M
  • TD Waterhouse Canada Inc.$4M

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added9,552,175$567M37.5%2026-Q2
National Pension Service8,092,278$481M31.8%2026-Q2
HSBC HOLDINGS PLC trimmed1,768,092$105M6.9%2026-Q2
BANK OF MONTREAL /CAN/1,047,130$62M4.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC395,149$23M1.6%2026-Q2
MORGAN STANLEY added323,083$19M1.3%2026-Q2
JANE STREET GROUP, LLC added306,312$18M1.2%2026-Q2
PRUDENTIAL PLC added298,200$18M1.2%2026-Q2
LPL Financial LLC added278,173$17M1.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed223,011$13M0.9%2026-Q2
Moran Wealth Management, LLC added222,606$13M0.9%2026-Q2
Millburn Ridgefield LLC /DE/ added222,098$13M0.9%2026-Q2
Catalyst Capital Advisors LLC added222,098$13M0.9%2026-Q2
Whitcomb & Hess, Inc. added221,169$13M0.9%2026-Q2
CIBC WORLD MARKET INC. trimmed207,001$12M0.8%2026-Q2
Point72 Asset Management, L.P. new173,900$10M0.7%2026-Q2
CacheTech Inc. added154,043$9M0.6%2026-Q2
Adams Wealth Management trimmed146,251$9M0.6%2026-Q2
UBS Group AG trimmed135,461$8M0.5%2026-Q2
Avior Wealth Management, LLC trimmed104,720$6M0.4%2026-Q2
Monument Capital Management trimmed80,907$5M0.3%2026-Q2
OLD MISSION CAPITAL LLC added70,340$4M0.3%2026-Q2
JPMORGAN CHASE & CO added69,519$4M0.3%2026-Q2
Qube Research & Technologies Ltd trimmed68,537$4M0.3%2026-Q2
ZACKS INVESTMENT MANAGEMENT trimmed67,087$4M0.3%2026-Q2
MONTAG A & ASSOCIATES INC trimmed67,028$4M0.3%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added65,283$4M0.3%2026-Q2
MMA ASSET MANAGEMENT LLC trimmed64,817$4M0.3%2026-Q2
DV EQUITIES, LLC new59,927$4M0.2%2026-Q2
BENJAMIN EDWARDS INC added54,519$3M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added50,182$3M0.2%2026-Q2
INNEALTA CAPITAL, LLC39,315$2M0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed37,116$2M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added26,640$2M0.1%2026-Q2
Idaho Trust Co trimmed26,310$2M0.1%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed26,000$2M0.1%2026-Q2
GFS Advisors, LLC25,000$38K0.0%2026-Q2
CITADEL ADVISORS LLC trimmed22,345$1M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed20,773$1M0.1%2026-Q2
Global Endowment Management, LP trimmed20,000$1M0.1%2026-Q2
NorthCoast Asset Management LLC added19,960$1M0.1%2026-Q2
Providence First Trust Co added18,563$1M0.1%2026-Q2
Sanctuary Advisors, LLC added18,100$1M0.1%2026-Q2
NATIONAL BANK OF CANADA /FI/ added17,566$1M0.1%2026-Q2
Mount Lucas Management LP added16,554$983K0.1%2026-Q2
Invesco Ltd. added16,035$952K0.1%2026-Q2
Sepio Capital, LP added14,646$870K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added13,596$807K0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed13,564$806K0.1%2026-Q2
Fisher Asset Management, LLC trimmed13,163$782K0.1%2026-Q2
SSA SWISS ADVISORS AG added11,646$692K0.0%2026-Q2
ES4, LLC added10,916$648K0.0%2026-Q2
Empowered Funds, LLC trimmed9,787$581K0.0%2026-Q2
New Vernon Capital Holdings II LLC9,568$568K0.0%2026-Q2
Global Assets Advisory, LLC added9,334$549K0.0%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed9,052$538K0.0%2026-Q2
Cobblestone Asset Management LLC new8,494$504K0.0%2026-Q2
MEEDER ASSET MANAGEMENT INC added8,485$504K0.0%2026-Q2
SHAYNE & JACOBS, LLC8,279$492K0.0%2026-Q2
Global Retirement Partners, LLC added7,625$453K0.0%2026-Q2
Arrow Investment Advisors, LLC trimmed7,515$446K0.0%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed7,363$437K0.0%2026-Q2
Ascent Advisors, LLC new6,601$389K0.0%2026-Q2
BFI Infinity Ltd.6,125$364K0.0%2026-Q2
Kaizen Financial Strategies6,100$360K0.0%2026-Q2
GOLDMAN SACHS GROUP INC trimmed6,062$360K0.0%2026-Q2
Black Maple Capital Management LP6,000$356K0.0%2026-Q2
Cyndeo Wealth Partners, LLC trimmed5,887$350K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed5,864$348K0.0%2026-Q2
Advisory Services Network, LLC trimmed5,758$342K0.0%2026-Q2
Patten Group, Inc. trimmed5,641$335K0.0%2026-Q2
Cetera Investment Advisers trimmed5,188$308K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed5,007$298K0.0%2026-Q2
BAROMETER CAPITAL MANAGEMENT INC. trimmed4,800$285K0.0%2026-Q2
STEPHENS INC /AR/4,618$274K0.0%2026-Q2
Avestar Capital, LLC trimmed4,514$268K0.0%2026-Q2
D. E. Shaw & Co., Inc. trimmed4,437$264K0.0%2026-Q2
GHP Investment Advisors, Inc.4,370$260K0.0%2026-Q2
Tradewinds Capital Management, LLC trimmed4,351$258K0.0%2026-Q2
Kestra Advisory Services, LLC trimmed4,258$253K0.0%2026-Q2
Sunpointe, LLC trimmed4,127$245K0.0%2026-Q2
RWA WEALTH PARTNERS, LLC trimmed4,033$240K0.0%2026-Q2
STIFEL FINANCIAL CORP added3,914$232K0.0%2026-Q2
Wealthfront Advisers LLC trimmed3,870$230K0.0%2026-Q2
Belpointe Asset Management LLC trimmed3,826$227K0.0%2026-Q2
TWO SIGMA SECURITIES, LLC trimmed3,757$223K0.0%2026-Q2
CITIGROUP INC trimmed3,505$208K0.0%2026-Q2
BlackDiamond Wealth Management, LLC new3,242$202K0.0%2026-Q2
IFP Advisors, Inc trimmed3,218$191K0.0%2026-Q2
Boreal Capital Management LLC3,153$187K0.0%2026-Q2
AlphaCentric Advisors LLC added2,635$156K0.0%2026-Q2
Institute for Wealth Management, LLC. new1,745$104K0.0%2026-Q2
CoreCap Advisors, LLC trimmed1,233$73K0.0%2026-Q2
PRIVATE TRUST CO NA1,201$71K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed1,111$66K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC1,100$65K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed823$49K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed757$45K0.0%2026-Q2
FMR LLC added756$45K0.0%2026-Q2
Elequin Capital, LP new743$44K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership