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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,552,175 | $567M | 37.5% | 2026-Q2 |
| National Pension Service | 8,092,278 | $481M | 31.8% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 1,768,092 | $105M | 6.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,047,130 | $62M | 4.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC | 395,149 | $23M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 323,083 | $19M | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 306,312 | $18M | 1.2% | 2026-Q2 |
| PRUDENTIAL PLC added | 298,200 | $18M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 278,173 | $17M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 223,011 | $13M | 0.9% | 2026-Q2 |
| Moran Wealth Management, LLC added | 222,606 | $13M | 0.9% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 222,098 | $13M | 0.9% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 222,098 | $13M | 0.9% | 2026-Q2 |
| Whitcomb & Hess, Inc. added | 221,169 | $13M | 0.9% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 207,001 | $12M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 173,900 | $10M | 0.7% | 2026-Q2 |
| CacheTech Inc. added | 154,043 | $9M | 0.6% | 2026-Q2 |
| Adams Wealth Management trimmed | 146,251 | $9M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 135,461 | $8M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 104,720 | $6M | 0.4% | 2026-Q2 |
| Monument Capital Management trimmed | 80,907 | $5M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 70,340 | $4M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 69,519 | $4M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 68,537 | $4M | 0.3% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 67,087 | $4M | 0.3% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC trimmed | 67,028 | $4M | 0.3% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 65,283 | $4M | 0.3% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC trimmed | 64,817 | $4M | 0.3% | 2026-Q2 |
| DV EQUITIES, LLC new | 59,927 | $4M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 54,519 | $3M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 50,182 | $3M | 0.2% | 2026-Q2 |
| INNEALTA CAPITAL, LLC | 39,315 | $2M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 37,116 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 26,640 | $2M | 0.1% | 2026-Q2 |
| Idaho Trust Co trimmed | 26,310 | $2M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 26,000 | $2M | 0.1% | 2026-Q2 |
| GFS Advisors, LLC | 25,000 | $38K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,345 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,773 | $1M | 0.1% | 2026-Q2 |
| Global Endowment Management, LP trimmed | 20,000 | $1M | 0.1% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 19,960 | $1M | 0.1% | 2026-Q2 |
| Providence First Trust Co added | 18,563 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 18,100 | $1M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 17,566 | $1M | 0.1% | 2026-Q2 |
| Mount Lucas Management LP added | 16,554 | $983K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 16,035 | $952K | 0.1% | 2026-Q2 |
| Sepio Capital, LP added | 14,646 | $870K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 13,596 | $807K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 13,564 | $806K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 13,163 | $782K | 0.1% | 2026-Q2 |
| SSA SWISS ADVISORS AG added | 11,646 | $692K | 0.0% | 2026-Q2 |
| ES4, LLC added | 10,916 | $648K | 0.0% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 9,787 | $581K | 0.0% | 2026-Q2 |
| New Vernon Capital Holdings II LLC | 9,568 | $568K | 0.0% | 2026-Q2 |
| Global Assets Advisory, LLC added | 9,334 | $549K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 9,052 | $538K | 0.0% | 2026-Q2 |
| Cobblestone Asset Management LLC new | 8,494 | $504K | 0.0% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC added | 8,485 | $504K | 0.0% | 2026-Q2 |
| SHAYNE & JACOBS, LLC | 8,279 | $492K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 7,625 | $453K | 0.0% | 2026-Q2 |
| Arrow Investment Advisors, LLC trimmed | 7,515 | $446K | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 7,363 | $437K | 0.0% | 2026-Q2 |
| Ascent Advisors, LLC new | 6,601 | $389K | 0.0% | 2026-Q2 |
| BFI Infinity Ltd. | 6,125 | $364K | 0.0% | 2026-Q2 |
| Kaizen Financial Strategies | 6,100 | $360K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,062 | $360K | 0.0% | 2026-Q2 |
| Black Maple Capital Management LP | 6,000 | $356K | 0.0% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 5,887 | $350K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 5,864 | $348K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 5,758 | $342K | 0.0% | 2026-Q2 |
| Patten Group, Inc. trimmed | 5,641 | $335K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 5,188 | $308K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,007 | $298K | 0.0% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 4,800 | $285K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ | 4,618 | $274K | 0.0% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 4,514 | $268K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 4,437 | $264K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. | 4,370 | $260K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC trimmed | 4,351 | $258K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 4,258 | $253K | 0.0% | 2026-Q2 |
| Sunpointe, LLC trimmed | 4,127 | $245K | 0.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 4,033 | $240K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,914 | $232K | 0.0% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 3,870 | $230K | 0.0% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 3,826 | $227K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 3,757 | $223K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 3,505 | $208K | 0.0% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC new | 3,242 | $202K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 3,218 | $191K | 0.0% | 2026-Q2 |
| Boreal Capital Management LLC | 3,153 | $187K | 0.0% | 2026-Q2 |
| AlphaCentric Advisors LLC added | 2,635 | $156K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,745 | $104K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 1,233 | $73K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,201 | $71K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1,111 | $66K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 1,100 | $65K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 823 | $49K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 757 | $45K | 0.0% | 2026-Q2 |
| FMR LLC added | 756 | $45K | 0.0% | 2026-Q2 |
| Elequin Capital, LP new | 743 | $44K | 0.0% | 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.
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.