Who owns EWS
Which tracked institutional funds hold EWS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWS 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 EWS while 23 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
EWS’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 EWS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EWS 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 141 tracked filers holding EWS, 72 increased or opened the position and 64 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 EWS 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 8
- Rice Partnership, LLC$6M
- HRT FINANCIAL LP$3M
- Strategic Financial Concepts, LLC$2M
- HSBC HOLDINGS PLC$896K
- TWO SIGMA SECURITIES, LLC$831K
- Genesee Capital Advisors, LLC$694K
Full exits 9
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- Sepio Capital, LP$3M
- DV EQUITIES, LLC$3M
- MONECO ADVISORS, LLC$2M
- D. E. Shaw & Co., Inc.$2M
- CITADEL ADVISORS LLC$2M
Largest adds
- BlackRock, Inc.$126M
- MORGAN STANLEY$10M
- SUN LIFE FINANCIAL INC$8M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- WELLS FARGO & COMPANY/MN$1M
- WELLINGTON MANAGEMENT GROUP LLP$1M
Largest trims
- Quadrature Capital Ltd$14M
- AMERIPRISE FINANCIAL INC$9M
- CoreCap Advisors, LLC$4M
- Summit Place Financial Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- BARCLAYS PLC$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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,519,349 | $128M | 26.2% | 2026-Q1 |
| SUN LIFE FINANCIAL INC added | 1,729,969 | $49M | 10.0% | 2026-Q1 |
| MORGAN STANLEY added | 738,710 | $21M | 4.3% | 2026-Q1 |
| UBS Group AG trimmed | 733,486 | $21M | 4.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 616,415 | $17M | 3.5% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 498,619 | $14M | 2.9% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 498,619 | $14M | 2.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 429,452 | $12M | 2.5% | 2026-Q1 |
| Amundi added | 370,769 | $10M | 2.1% | 2026-Q1 |
| NEW VERNON CAPITAL HOLDINGS II LLC trimmed | 357,994 | $10M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 308,870 | $9M | 1.8% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd | 251,800 | $7M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 250,113 | $7M | 1.4% | 2026-Q1 |
| Vontobel Holding Ltd. added | 241,593 | $7M | 1.4% | 2026-Q1 |
| Rice Partnership, LLC new | 217,259 | $6M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 200,046 | $6M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 159,794 | $5M | 0.9% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 151,098 | $4M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 147,972 | $4M | 0.9% | 2026-Q1 |
| CSM Advisors, LLC added | 147,892 | $4M | 0.9% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 138,096 | $4M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 140,993 | $4M | 0.8% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 129,995 | $4M | 0.8% | 2026-Q1 |
| BROWN ADVISORY INC added | 113,155 | $3M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 109,513 | $3M | 0.6% | 2026-Q1 |
| HRT FINANCIAL LP added | 98,768 | $3M | 0.6% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 93,850 | $3M | 0.5% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ trimmed | 93,156 | $3M | 0.5% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 86,727 | $2M | 0.5% | 2026-Q1 |
| Barry Investment Advisors, LLC trimmed | 82,026 | $2M | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 80,620 | $2M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 71,785 | $2M | 0.4% | 2026-Q1 |
| Strategic Financial Concepts, LLC new | 68,871 | $2M | 0.4% | 2026-Q1 |
| Spectrum Strategic Capital Management, LLC added | 59,776 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 55,811 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 51,797 | $1M | 0.3% | 2026-Q1 |
| RAHLFS CAPITAL, LLC | 45,095 | $1M | 0.3% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 43,789 | $1M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 42,461 | $1M | 0.2% | 2026-Q1 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed | 40,512 | $1M | 0.2% | 2026-Q1 |
| Legacy Capital Group California, Inc. trimmed | 40,122 | $1M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 39,670 | $1M | 0.2% | 2026-Q1 |
| State of Wyoming trimmed | 38,450 | $1M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 35,907 | $1M | 0.2% | 2026-Q1 |
| DRW Securities, LLC | 34,624 | $977K | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 31,738 | $896K | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 31,416 | $887K | 0.2% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 30,794 | $869K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 30,493 | $861K | 0.2% | 2026-Q1 |
| Global Endowment Management, LP trimmed | 30,000 | $847K | 0.2% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 29,452 | $831K | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 28,484 | $804K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 29,201 | $803K | 0.2% | 2026-Q1 |
| Quartz Partners, LLC trimmed | 28,255 | $797K | 0.2% | 2026-Q1 |
| Carrera Capital Advisors trimmed | 27,963 | $789K | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 26,149 | $738K | 0.2% | 2026-Q1 |
| Genesee Capital Advisors, LLC new | 24,579 | $694K | 0.1% | 2026-Q1 |
| NVWM, LLC trimmed | 24,162 | $682K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 21,985 | $620K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 21,522 | $594K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 20,139 | $568K | 0.1% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 19,780 | $558K | 0.1% | 2026-Q1 |
| WESPAC Advisors, LLC added | 19,214 | $542K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 18,609 | $525K | 0.1% | 2026-Q1 |
| Caprock Group, LLC new | 18,069 | $510K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 17,278 | $488K | 0.1% | 2026-Q1 |
| Arrow Investment Advisors, LLC added | 15,244 | $430K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 15,000 | $423K | 0.1% | 2026-Q1 |
| HUB Investment Partners, LLC | 15,000 | $423K | 0.1% | 2026-Q1 |
| Baker Ellis Asset Management LLC added | 14,700 | $415K | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 14,327 | $404K | 0.1% | 2026-Q1 |
| Summit Place Financial Advisors, LLC trimmed | 14,155 | $399K | 0.1% | 2026-Q1 |
| Idaho Trust Co added | 14,038 | $396K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 209,776 | $12M | 2.4% | 2025-Q4 stale |
| Moran Wealth Management, LLC added | 362,312 | $10M | 2.1% | 2025-Q3 stale |
| Point72 Europe (London) LLP new | 193,336 | $5M | 1.0% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 102,884 | $3M | 0.6% | 2025-Q3 stale |
| Sepio Capital, LP added | 105,156 | $3M | 0.6% | 2025-Q4 stale |
| DV EQUITIES, LLC new | 100,000 | $3M | 0.6% | 2025-Q4 stale |
| Cetera Investment Advisers added | 107,498 | $3M | 0.5% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 98,906 | $2M | 0.5% | 2025-Q1 stale |
| MONECO ADVISORS, LLC added | 83,933 | $2M | 0.5% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 80,905 | $2M | 0.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 72,982 | $2M | 0.4% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 79,300 | $2M | 0.4% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 68,091 | $2M | 0.4% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 70,549 | $2M | 0.4% | 2025-Q2 stale |
| Geneos Wealth Management Inc. trimmed | 73,900 | $2M | 0.4% | 2025-Q1 stale |
| Dai-ichi Life Holdings, Inc. new | 40,800 | $1M | 0.2% | 2025-Q2 stale |
| J. Goldman & Co LP new | 40,000 | $1M | 0.2% | 2025-Q2 stale |
| Vertex Investment Solutions Co., Ltd. new | 35,800 | $992K | 0.2% | 2025-Q4 stale |
| Financial & Tax Architects, LLC added | 32,123 | $763K | 0.2% | 2025-Q1 stale |
| AlphaCore Capital LLC new | 29,848 | $709K | 0.1% | 2025-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 27,501 | $653K | 0.1% | 2025-Q1 stale |
| Cresset Asset Management, LLC trimmed | 26,826 | $637K | 0.1% | 2025-Q1 stale |
| Trek Financial, LLC trimmed | 25,085 | $596K | 0.1% | 2025-Q1 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 14,300 | $578K | 0.1% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC added | 19,966 | $566K | 0.1% | 2025-Q3 stale |
| Foundations Investment Advisors, LLC new | 21,534 | $512K | 0.1% | 2025-Q1 stale |
| MEEDER ASSET MANAGEMENT INC new | 14,548 | $400K | 0.1% | 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.