Who owns EWQ
Which tracked institutional funds hold EWQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWQ 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
14 tracked funds added or opened EWQ while 11 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
EWQ’s largest tracked holder by dollar value, MORGAN STANLEY, 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 EWQ 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 83 tracked filers holding EWQ, 34 increased or opened the position and 50 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 EWQ 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 3
- DV EQUITIES, LLC$3M
- Vertex Investment Solutions Co., Ltd.$2M
- SIMPLEX TRADING, LLC$740K
Full exits 5
- HighTower Advisors, LLC$6M
- SUN LIFE FINANCIAL INC$3M
- Equitable Holdings, Inc.$2M
- Jefferies Financial Group Inc.$1M
- Cobblestone Asset Management LLC$695K
Largest adds
- MORGAN STANLEY$20M
- AMERIPRISE FINANCIAL INC$9M
- UBS Group AG$5M
- Lido Advisors, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Prostatis Group LLC$2M
Largest trims
- BlackRock, Inc.$49M
- JANE STREET GROUP, LLC$25M
- Waverly Advisors, LLC$3M
- LPL Financial LLC$1M
- Trek Financial, LLC$1M
- Elequin Capital, LP$780K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,118,824 | $96M | 26.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 808,464 | $37M | 9.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 566,777 | $26M | 7.0% | 2026-Q2 |
| Lido Advisors, LLC added | 551,592 | $25M | 6.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 483,484 | $22M | 5.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 256,116 | $12M | 3.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 203,502 | $9M | 2.5% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ trimmed | 171,530 | $8M | 2.1% | 2026-Q2 |
| Catalyst Capital Advisors LLC trimmed | 171,530 | $8M | 2.1% | 2026-Q2 |
| UBS Group AG added | 138,676 | $6M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 113,521 | $5M | 1.4% | 2026-Q2 |
| Prostatis Group LLC added | 112,514 | $5M | 1.4% | 2026-Q2 |
| Pictet North America Advisors SA trimmed | 108,543 | $5M | 1.3% | 2026-Q2 |
| GTS SECURITIES LLC added | 96,242 | $4M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 93,832 | $4M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 84,725 | $4M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 83,145 | $4M | 1.0% | 2026-Q2 |
| Sharp Capital Gestora de Recursos Ltda. trimmed | 82,694 | $4M | 1.0% | 2026-Q2 |
| DV EQUITIES, LLC new | 73,984 | $3M | 0.9% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 70,295 | $3M | 0.9% | 2026-Q2 |
| Idaho Trust Co trimmed | 49,001 | $2M | 0.6% | 2026-Q2 |
| Vertex Investment Solutions Co., Ltd. new | 38,200 | $2M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 35,418 | $2M | 0.4% | 2026-Q2 |
| Vontobel Holding Ltd. | 35,413 | $2M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 30,536 | $1M | 0.4% | 2026-Q2 |
| Peregrine Asset Advisers, Inc. trimmed | 26,570 | $1M | 0.3% | 2026-Q2 |
| INNEALTA CAPITAL, LLC | 26,393 | $1M | 0.3% | 2026-Q2 |
| Avestar Capital, LLC trimmed | 22,630 | $1M | 0.3% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 22,142 | $1M | 0.3% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich | 22,043 | $1M | 0.3% | 2026-Q2 |
| Mount Lucas Management LP added | 20,990 | $954K | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 19,362 | $880K | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 16,299 | $740K | 0.2% | 2026-Q2 |
| Visionary Horizons, LLC trimmed | 15,772 | $717K | 0.2% | 2026-Q2 |
| Arax Advisory Partners | 14,919 | $678K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 14,048 | $638K | 0.2% | 2026-Q2 |
| Boltwood Capital Management added | 11,650 | $529K | 0.1% | 2026-Q2 |
| Rice Partnership, LLC trimmed | 9,798 | $445K | 0.1% | 2026-Q2 |
| TIEMANN INVESTMENT ADVISORS, LLC trimmed | 8,780 | $399K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 8,376 | $381K | 0.1% | 2026-Q2 |
| Trek Financial, LLC trimmed | 8,320 | $378K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,592 | $345K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,128 | $324K | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 6,620 | $301K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 5,054 | $230K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 4,917 | $223K | 0.1% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 4,500 | $204K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 4,323 | $196K | 0.1% | 2026-Q2 |
| AlphaCentric Advisors LLC added | 3,319 | $151K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co | 1,635 | $74K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 1,506 | $68K | 0.0% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 1,378 | $63K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,343 | $61K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,219 | $55K | 0.0% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 930 | $42K | 0.0% | 2026-Q2 |
| FMR LLC added | 806 | $37K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 720 | $33K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 630 | $29K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 541 | $25K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 467 | $21K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 440 | $20K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC new | 377 | $17K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 350 | $16K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 287 | $13K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 285 | $13K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 204 | $9K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 202 | $9K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 201 | $9K | 0.0% | 2026-Q2 |
| Elequin Capital, LP trimmed | 143 | $6K | 0.0% | 2026-Q2 |
| BLUELINE ADVISORS LLC new | 155 | $6K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 106 | $5K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 101 | $5K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 100 | $5K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 86 | $4K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 78 | $4K | 0.0% | 2026-Q2 |
| Salomon & Ludwin, LLC | 64 | $3K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 61 | $3K | 0.0% | 2026-Q2 |
| Capital Advisor Network LLC trimmed | 53 | $2K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 46 | $2K | 0.0% | 2026-Q2 |
| Mosley Wealth Management new | 29 | $1K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 22 | $999 | 0.0% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 19 | $824 | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11 | $500 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 147,150 | $6M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| SUN LIFE FINANCIAL INC | 58,910 | $3M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Equitable Holdings, Inc. added | 36,583 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Jefferies Financial Group Inc. new | 31,722 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 97,885 | $4M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 38,260 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Qube Research & Technologies Ltd added | 32,806 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 31,346 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Thrivent Financial for Lutherans new | 151,008 | $7M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| BlueStem Wealth Partners, LLC added | 76,602 | $3M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| MARSHALL WACE, LLP added | 53,686 | $2M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| MML INVESTORS SERVICES, LLC added | 43,475 | $2M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Strategic Financial Partners, Ltd. added | 42,242 | $2M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Onyx Bridge Wealth Group LLC added | 31,907 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC added | 269,944 | $12M | 3.1% | 2025-Q2 stale (4 quarters behind) |
| Monument Capital Management new | 80,508 | $3M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 48,900 | $2M | 0.6% | 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.