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-Q1 13F filings (latest filed 2026-05-18). 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 19 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
EWQ’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 EWQ more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 89 tracked filers holding EWQ, 39 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 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 2
- Jefferies Financial Group Inc.$1M
- Elequin Capital, LP$786K
Full exits 6
- Cambridge Investment Research Advisors, Inc.$4M
- FLOW TRADERS U.S. LLC$2M
- Qube Research & Technologies Ltd$1M
- GOLDMAN SACHS GROUP INC$1M
- CITADEL ADVISORS LLC$1M
- IMC-Chicago, LLC$804K
Largest adds
- BlackRock, Inc.$50M
- JANE STREET GROUP, LLC$23M
- Lido Advisors, LLC$13M
- ROYAL BANK OF CANADA$4M
- JPMORGAN CHASE & CO$3M
- Waverly Advisors, LLC$3M
Largest trims
- BANK OF AMERICA CORP /DE/$26M
- AMERIPRISE FINANCIAL INC$16M
- Allspring Global Investments Holdings, LLC$10M
- HighTower Advisors, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- LPL Financial LLC$1M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,964,905 | $85M | 20.8% | 2026-Q1 |
| MORGAN STANLEY added | 1,755,227 | $76M | 18.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,081,464 | $47M | 11.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 568,123 | $25M | 6.0% | 2026-Q1 |
| Lido Advisors, LLC added | 476,275 | $21M | 5.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 238,467 | $10M | 2.5% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 180,371 | $8M | 1.9% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 180,371 | $8M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 147,150 | $6M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 116,847 | $5M | 1.2% | 2026-Q1 |
| Pictet North America Advisors SA added | 116,572 | $5M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 96,084 | $4M | 1.0% | 2026-Q1 |
| Sharp Capital Gestora de Recursos Ltda. trimmed | 91,451 | $4M | 1.0% | 2026-Q1 |
| Prostatis Group LLC trimmed | 81,289 | $4M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 81,915 | $3M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC added | 75,797 | $3M | 0.8% | 2026-Q1 |
| GTS SECURITIES LLC added | 74,108 | $3M | 0.8% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 70,516 | $3M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 63,383 | $3M | 0.7% | 2026-Q1 |
| SUN LIFE FINANCIAL INC | 58,910 | $3M | 0.6% | 2026-Q1 |
| Idaho Trust Co added | 50,734 | $2M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 41,096 | $2M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 38,786 | $2M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 36,583 | $2M | 0.4% | 2026-Q1 |
| Vontobel Holding Ltd. | 35,413 | $2M | 0.4% | 2026-Q1 |
| Trek Financial, LLC added | 32,722 | $1M | 0.3% | 2026-Q1 |
| Jefferies Financial Group Inc. new | 31,722 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,451 | $1M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 30,772 | $1M | 0.3% | 2026-Q1 |
| Peregrine Asset Advisers, Inc. trimmed | 27,741 | $1M | 0.3% | 2026-Q1 |
| INNEALTA CAPITAL, LLC trimmed | 26,393 | $1M | 0.3% | 2026-Q1 |
| Avestar Capital, LLC added | 23,609 | $1M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich | 22,043 | $956K | 0.2% | 2026-Q1 |
| Elequin Capital, LP new | 12,292 | $786K | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 17,808 | $773K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 16,670 | $723K | 0.2% | 2026-Q1 |
| Visionary Horizons, LLC trimmed | 16,327 | $708K | 0.2% | 2026-Q1 |
| Cobblestone Asset Management LLC added | 16,012 | $695K | 0.2% | 2026-Q1 |
| Rice Partnership, LLC trimmed | 15,362 | $666K | 0.2% | 2026-Q1 |
| Arax Advisory Partners | 14,919 | $647K | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP | 10,869 | $471K | 0.1% | 2026-Q1 |
| Boltwood Capital Management added | 10,150 | $440K | 0.1% | 2026-Q1 |
| TIEMANN INVESTMENT ADVISORS, LLC trimmed | 8,880 | $385K | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 8,556 | $371K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,478 | $324K | 0.1% | 2026-Q1 |
| MEEDER ASSET MANAGEMENT INC new | 6,816 | $296K | 0.1% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 6,620 | $287K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 6,513 | $283K | 0.1% | 2026-Q1 |
| Empowered Funds, LLC new | 6,371 | $276K | 0.1% | 2026-Q1 |
| swisspartners Advisors Ltd trimmed | 5,695 | $246K | 0.1% | 2026-Q1 |
| USA FINANCIAL FORMULAS added | 5,513 | $239K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 5,221 | $226K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC | 4,937 | $214K | 0.1% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 4,668 | $202K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 4,171 | $181K | 0.0% | 2026-Q1 |
| Capital Advisor Network LLC new | 2,383 | $103K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,883 | $82K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,870 | $81K | 0.0% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 1,635 | $71K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 1,506 | $66K | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 269,944 | $12M | 2.8% | 2025-Q2 stale |
| Thrivent Financial for Lutherans added | 151,008 | $7M | 1.6% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 97,885 | $4M | 1.1% | 2025-Q4 stale |
| Monument Capital Management new | 80,508 | $3M | 0.8% | 2025-Q2 stale |
| BlueStem Wealth Partners, LLC added | 76,602 | $3M | 0.8% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 53,686 | $2M | 0.6% | 2025-Q3 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 48,900 | $2M | 0.5% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC added | 43,475 | $2M | 0.5% | 2025-Q3 stale |
| Strategic Financial Partners, Ltd. added | 42,242 | $2M | 0.5% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 38,260 | $2M | 0.4% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 32,806 | $1M | 0.4% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 31,346 | $1M | 0.3% | 2025-Q4 stale |
| Onyx Bridge Wealth Group LLC added | 31,907 | $1M | 0.3% | 2025-Q3 stale |
| ABC ARBITRAGE SA trimmed | 28,361 | $1M | 0.3% | 2025-Q3 stale |
| PLANWISER FINANCIAL, LLC trimmed | 26,615 | $1M | 0.3% | 2025-Q3 stale |
| Brueske Advisory Services, LLC added | 24,937 | $1M | 0.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 23,865 | $1M | 0.3% | 2025-Q4 stale |
| J. Goldman & Co LP new | 26,249 | $1M | 0.3% | 2025-Q1 stale |
| IMC-Chicago, LLC new | 17,871 | $804K | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 20,000 | $796K | 0.2% | 2025-Q1 stale |
| Arrow Investment Advisors, LLC trimmed | 15,313 | $609K | 0.1% | 2025-Q1 stale |
| Mirae Asset Global Investments Co., Ltd. trimmed | 10,750 | $484K | 0.1% | 2025-Q4 stale |
| AlTi Global, Inc. added | 11,080 | $441K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 7,706 | $346K | 0.1% | 2025-Q4 stale |
| Pathstone Holdings, LLC | 8,512 | $339K | 0.1% | 2025-Q1 stale |
| Cyndeo Wealth Partners, LLC trimmed | 6,781 | $290K | 0.1% | 2025-Q2 stale |
| Avos Capital Management, LLC | 5,908 | $266K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 5,768 | $260K | 0.1% | 2025-Q4 stale |
| Cetera Investment Advisers trimmed | 5,368 | $242K | 0.1% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,324 | $240K | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 4,843 | $218K | 0.1% | 2025-Q4 stale |
| Federation des caisses Desjardins du Quebec | 4,858 | $213K | 0.1% | 2025-Q3 stale |
| Cresset Asset Management, LLC trimmed | 5,116 | $204K | 0.0% | 2025-Q1 stale |
| DEARBORN PARTNERS LLC new | 4,500 | $202K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 4,292 | $193K | 0.0% | 2025-Q4 stale |
| New Vernon Capital Holdings II LLC new | 4,154 | $178K | 0.0% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 2,920 | $131K | 0.0% | 2025-Q4 stale |
| Promus Capital, LLC added | 2,473 | $109K | 0.0% | 2025-Q3 stale |
| COMERICA BANK trimmed | 1,907 | $86K | 0.0% | 2025-Q4 stale |
| Headlands Technologies LLC added | 1,515 | $60K | 0.0% | 2025-Q1 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.