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-Q2 13F filings (latest filed 2026-08-18). 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
23 tracked funds added or opened EWS while 22 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
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 2026-Q1 and 2026-Q2, across 132 tracked filers holding EWS, 59 increased or opened the position and 71 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 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 4
- Korea Investment CORP$5M
- Qube Research & Technologies Ltd$2M
- DV EQUITIES, LLC$2M
- BAROMETER CAPITAL MANAGEMENT INC.$610K
Full exits 15
- SUN LIFE FINANCIAL INC$49M
- Amundi$10M
- OVERSEA-CHINESE BANKING Corp Ltd$7M
- HighTower Advisors, LLC$6M
- CSM Advisors, LLC$4M
- FOUNDERS FINANCIAL SECURITIES LLC$4M
Largest adds
- BlackRock, Inc.$48M
- JANE STREET GROUP, LLC$24M
- New Vernon Capital Holdings II LLC$5M
- Millburn Ridgefield LLC /DE/$2M
- Catalyst Capital Advisors LLC$2M
- INSIGNEO ADVISORY SERVICES, LLC$2M
Largest trims
- JPMORGAN CHASE & CO$4M
- WELLINGTON MANAGEMENT GROUP LLP$1M
- Focus Partners Wealth$983K
- TWO SIGMA SECURITIES, LLC$501K
- NorthCoast Asset Management LLC$459K
- DRW Securities, LLC$379K
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 | 5,941,664 | $176M | 40.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,040,683 | $31M | 7.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 699,643 | $21M | 4.7% | 2026-Q2 |
| UBS Group AG trimmed | 690,849 | $20M | 4.7% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 554,242 | $16M | 3.8% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 554,242 | $16M | 3.8% | 2026-Q2 |
| New Vernon Capital Holdings II LLC added | 521,660 | $15M | 3.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 428,258 | $13M | 2.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 372,636 | $11M | 2.5% | 2026-Q2 |
| LPL Financial LLC added | 328,639 | $10M | 2.2% | 2026-Q2 |
| Vontobel Holding Ltd. added | 259,948 | $8M | 1.8% | 2026-Q2 |
| Rice Partnership, LLC added | 238,027 | $7M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 191,638 | $6M | 1.3% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 165,753 | $5M | 1.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 160,224 | $5M | 1.1% | 2026-Q2 |
| Korea Investment CORP new | 160,025 | $5M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 151,154 | $4M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 136,507 | $4M | 0.9% | 2026-Q2 |
| BROWN ADVISORY INC | 113,155 | $3M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 111,239 | $3M | 0.8% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 98,340 | $3M | 0.7% | 2026-Q2 |
| EVERETT HARRIS & CO /CA/ trimmed | 92,286 | $3M | 0.6% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 88,482 | $3M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 87,420 | $3M | 0.6% | 2026-Q2 |
| Barry Investment Advisors, LLC trimmed | 81,742 | $2M | 0.6% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 76,334 | $2M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 68,198 | $2M | 0.5% | 2026-Q2 |
| Spectrum Strategic Capital Management, LLC added | 60,053 | $2M | 0.4% | 2026-Q2 |
| Pavaki Capital Management LLC | 60,000 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 52,376 | $2M | 0.4% | 2026-Q2 |
| DV EQUITIES, LLC trimmed | 52,250 | $2M | 0.4% | 2026-Q2 |
| RAHLFS CAPITAL, LLC | 45,095 | $1M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 40,581 | $1M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 32,901 | $976K | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 30,794 | $912K | 0.2% | 2026-Q2 |
| Global Endowment Management, LP | 30,000 | $888K | 0.2% | 2026-Q2 |
| State of Wyoming trimmed | 29,870 | $884K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 28,881 | $855K | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 27,348 | $810K | 0.2% | 2026-Q2 |
| Carrera Capital Advisors trimmed | 27,216 | $806K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 25,000 | $740K | 0.2% | 2026-Q2 |
| Genesee Capital Advisors, LLC | 24,579 | $728K | 0.2% | 2026-Q2 |
| NVWM, LLC added | 24,192 | $716K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 23,692 | $702K | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 22,876 | $677K | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 20,759 | $615K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 20,609 | $611K | 0.1% | 2026-Q2 |
| BAROMETER CAPITAL MANAGEMENT INC. added | 20,600 | $610K | 0.1% | 2026-Q2 |
| DRW Securities, LLC trimmed | 20,205 | $598K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 20,008 | $592K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 19,892 | $589K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 19,579 | $580K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 19,183 | $568K | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 19,133 | $567K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 18,839 | $558K | 0.1% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 18,724 | $554K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 18,640 | $551K | 0.1% | 2026-Q2 |
| WESPAC Advisors, LLC trimmed | 18,570 | $550K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 17,413 | $516K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 16,787 | $497K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 16,727 | $495K | 0.1% | 2026-Q2 |
| TriCert Investment Counsel Inc. new | 16,532 | $490K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 15,570 | $461K | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 15,201 | $450K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC | 15,000 | $444K | 0.1% | 2026-Q2 |
| Arrow Investment Advisors, LLC trimmed | 14,821 | $439K | 0.1% | 2026-Q2 |
| Baker Ellis Asset Management LLC | 14,700 | $435K | 0.1% | 2026-Q2 |
| Idaho Trust Co trimmed | 13,848 | $410K | 0.1% | 2026-Q2 |
| TLS Advisors LLC | 13,600 | $403K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 13,134 | $389K | 0.1% | 2026-Q2 |
| FMR LLC added | 13,010 | $385K | 0.1% | 2026-Q2 |
| BFI Infinity Ltd. | 12,959 | $384K | 0.1% | 2026-Q2 |
| EWA, LLC added | 12,886 | $382K | 0.1% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 12,566 | $372K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 12,505 | $370K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 11,534 | $342K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 11,152 | $330K | 0.1% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC trimmed | 11,031 | $327K | 0.1% | 2026-Q2 |
| Summit Place Financial Advisors, LLC trimmed | 10,900 | $323K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. | 10,685 | $316K | 0.1% | 2026-Q2 |
| Miller Global Investments, LLC trimmed | 10,492 | $311K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 10,367 | $307K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,185 | $322K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 9,689 | $287K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 8,658 | $256K | 0.1% | 2026-Q2 |
| Marex Group Ltd new | 8,657 | $256K | 0.1% | 2026-Q2 |
| MAI Capital Management new | 8,500 | $252K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 8,305 | $261K | 0.1% | 2026-Q2 |
| Tannin Capital LLC new | 7,889 | $234K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 7,873 | $233K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 7,691 | $228K | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7,500 | $222K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 6,827 | $202K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC trimmed | 5,019 | $149K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 4,910 | $145K | 0.0% | 2026-Q2 |
| NATIXIS new | 2,325 | $69K | 0.0% | 2026-Q2 |
| BOCHK Asset Management Ltd trimmed | 2,000 | $59K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,993 | $59K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 1,279 | $38K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,074 | $32K | 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.