Who owns EWP (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-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
25 tracked funds added or opened EWP while 26 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
EWP’s largest tracked holder by dollar value, National Pension Service, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 125 tracked filers holding EWP, 64 increased or opened the position and 66 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 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 10
- Avior Wealth Management, LLC$6M
- MILLENNIUM MANAGEMENT LLC$5M
- D. E. Shaw & Co., Inc.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Invesco Ltd.$820K
- Sepio Capital, LP$783K
Full exits 8
- BANK OF NOVA SCOTIA$25M
- CITADEL ADVISORS LLC$14M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$6M
- Point Nemo Capital, LLC$3M
- Bleakley Financial Group, LLC$2M
- St. Louis Financial Planners Asset Management, LLC$2M
Largest adds
- BlackRock, Inc.$110M
- BANK OF MONTREAL /CAN/$13M
- Tradewinds Capital Management, LLC$7M
- PRINCIPAL FINANCIAL GROUP INC$5M
- AMERIPRISE FINANCIAL INC$5M
- EverSource Wealth Advisors, LLC$4M
Largest trims
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$88M
- HSBC HOLDINGS PLC$47M
- BAROMETER CAPITAL MANAGEMENT INC.$11M
- Qube Research & Technologies Ltd$7M
- CoreCap Advisors, LLC$5M
- Farther Finance Advisors, LLC$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 |
|---|---|---|---|---|
| National Pension Service | 8,092,278 | $439M | 31.7% | 2026-Q1 |
| BlackRock, Inc. added | 4,169,235 | $226M | 16.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 3,934,493 | $214M | 15.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,047,130 | $57M | 4.1% | 2026-Q1 |
| Tradewinds Capital Management, LLC added | 675,263 | $37M | 2.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 527,000 | $28M | 2.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 395,149 | $21M | 1.5% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 297,200 | $16M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 241,655 | $13M | 1.0% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 243,942 | $13M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 222,060 | $12M | 0.9% | 2026-Q1 |
| Whitcomb & Hess, Inc. added | 216,761 | $12M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 213,635 | $12M | 0.8% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 213,236 | $12M | 0.8% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 213,236 | $12M | 0.8% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 210,536 | $11M | 0.8% | 2026-Q1 |
| Moran Wealth Management, LLC added | 165,996 | $9M | 0.7% | 2026-Q1 |
| CacheTech Inc. added | 152,935 | $8M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 150,317 | $8M | 0.6% | 2026-Q1 |
| Adams Wealth Management trimmed | 146,732 | $8M | 0.6% | 2026-Q1 |
| Avior Wealth Management, LLC new | 116,291 | $6M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 100,000 | $5M | 0.4% | 2026-Q1 |
| Arlington Capital Management, Inc. trimmed | 98,389 | $5M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 89,388 | $5M | 0.4% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 54,624 | $5M | 0.3% | 2026-Q1 |
| Monument Capital Management trimmed | 82,362 | $4M | 0.3% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 70,976 | $4M | 0.3% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 68,904 | $4M | 0.3% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 66,157 | $4M | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 62,823 | $4M | 0.3% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC added | 66,016 | $4M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 67,892 | $4M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 54,099 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 49,826 | $3M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 46,826 | $3M | 0.2% | 2026-Q1 |
| Financial & Tax Architects, LLC added | 45,560 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 45,251 | $2M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 39,355 | $2M | 0.2% | 2026-Q1 |
| INNEALTA CAPITAL, LLC trimmed | 39,315 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 33,599 | $2M | 0.1% | 2026-Q1 |
| Global Endowment Management, LP | 30,000 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 28,498 | $2M | 0.1% | 2026-Q1 |
| Idaho Trust Co added | 26,619 | $1M | 0.1% | 2026-Q1 |
| GFS Advisors, LLC | 25,000 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 22,807 | $1M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 18,045 | $980K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 17,326 | $941K | 0.1% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 16,398 | $891K | 0.1% | 2026-Q1 |
| Invesco Ltd. new | 15,102 | $820K | 0.1% | 2026-Q1 |
| Providence First Trust Co added | 15,042 | $817K | 0.1% | 2026-Q1 |
| Sepio Capital, LP trimmed | 14,422 | $783K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,001 | $760K | 0.1% | 2026-Q1 |
| Dorsey Wright & Associates new | 13,675 | $743K | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 13,211 | $717K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 11,820 | $642K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 11,591 | $630K | 0.0% | 2026-Q1 |
| ES4, LLC | 10,748 | $584K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 10,480 | $569K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 10,310 | $560K | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 10,000 | $543K | 0.0% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 9,837 | $534K | 0.0% | 2026-Q1 |
| NEW VERNON CAPITAL HOLDINGS II LLC trimmed | 9,568 | $520K | 0.0% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 9,405 | $511K | 0.0% | 2026-Q1 |
| Global Assets Advisory, LLC added | 9,205 | $500K | 0.0% | 2026-Q1 |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 9,000 | $489K | 0.0% | 2026-Q1 |
| Solstein Capital, LLC new | 8,371 | $455K | 0.0% | 2026-Q1 |
| SHAYNE & JACOBS, LLC | 8,279 | $450K | 0.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 7,886 | $428K | 0.0% | 2026-Q1 |
| Arrow Investment Advisors, LLC added | 7,805 | $424K | 0.0% | 2026-Q1 |
| Vertex Investment Solutions Co., Ltd. trimmed | 8,000 | $418K | 0.0% | 2026-Q1 |
| Quadrature Capital Ltd new | 7,523 | $409K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,284 | $395K | 0.0% | 2026-Q1 |
| Patten Group, Inc. trimmed | 7,185 | $390K | 0.0% | 2026-Q1 |
| Kaizen Financial Strategies | 6,100 | $350K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 697,478 | $31M | 2.2% | 2025-Q2 stale |
| BANK OF NOVA SCOTIA added | 470,600 | $25M | 1.8% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 254,089 | $14M | 1.0% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 290,220 | $13M | 0.9% | 2025-Q2 stale |
| EWG Elevate Inc. trimmed | 131,955 | $7M | 0.5% | 2025-Q3 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 119,288 | $6M | 0.5% | 2025-Q4 stale |
| Kiker Wealth Management, LLC trimmed | 91,488 | $3M | 0.3% | 2025-Q1 stale |
| Point Nemo Capital, LLC new | 50,644 | $3M | 0.2% | 2025-Q4 stale |
| Bleakley Financial Group, LLC new | 46,297 | $2M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 47,333 | $2M | 0.2% | 2025-Q3 stale |
| St. Louis Financial Planners Asset Management, LLC added | 32,443 | $2M | 0.1% | 2025-Q4 stale |
| Geneos Wealth Management Inc. new | 35,223 | $2M | 0.1% | 2025-Q2 stale |
| Hilltop Holdings Inc. trimmed | 38,753 | $1M | 0.1% | 2025-Q1 stale |
| Integrated Wealth Concepts LLC added | 25,050 | $1M | 0.1% | 2025-Q4 stale |
| Dai-ichi Life Holdings, Inc. trimmed | 22,900 | $1M | 0.1% | 2025-Q3 stale |
| Perigon Wealth Management, LLC added | 18,959 | $1M | 0.1% | 2025-Q4 stale |
| Cresset Asset Management, LLC added | 22,465 | $855K | 0.1% | 2025-Q1 stale |
| NAPA WEALTH MANAGEMENT new | 17,117 | $847K | 0.1% | 2025-Q3 stale |
| Trek Financial, LLC trimmed | 14,828 | $734K | 0.1% | 2025-Q3 stale |
| Tidal Investments LLC added | 14,695 | $647K | 0.0% | 2025-Q2 stale |
| Mutual Advisors, LLC new | 12,895 | $586K | 0.0% | 2025-Q2 stale |
| Strategic Financial Concepts, LLC trimmed | 12,307 | $542K | 0.0% | 2025-Q2 stale |
| Quantbot Technologies LP new | 9,263 | $499K | 0.0% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 8,779 | $473K | 0.0% | 2025-Q4 stale |
| Avos Capital Management, LLC | 7,412 | $400K | 0.0% | 2025-Q4 stale |
| Migdal Insurance & Financial Holdings Ltd. | 7,060 | $381K | 0.0% | 2025-Q4 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.