Who owns EWX
Which tracked institutional funds hold EWX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWX 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
24 tracked funds added or opened EWX while 14 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
EWX’s largest tracked holder by dollar value, Creative Planning, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% 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 EWX 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 188 tracked filers holding EWX, 87 increased or opened the position and 70 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 EWX 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 3
- Heartwood Wealth Advisors LLC$768K
- Gateway Wealth Partners, LLC$588K
- Independent Advisor Alliance$562K
Full exits 4
- 3EDGE Asset Management, LP$5M
- MARYLAND CAPITAL ADVISORS INC.$2M
- Sanctuary Advisors, LLC$871K
- COMERICA BANK$548K
Largest adds
- OLD MISSION CAPITAL LLC$4M
- MORGAN STANLEY$4M
- Apella Capital, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- WELLS FARGO & COMPANY/MN$2M
- Mariner, LLC$2M
Largest trims
- WADDELL & ASSOCIATES, LLC$39M
- Creative Planning$5M
- MML INVESTORS SERVICES, LLC$1M
- BIP Wealth, LLC$734K
- Tortoise Investment Management, LLC$647K
- ROYAL BANK OF CANADA$548K
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 |
|---|---|---|---|---|
| Creative Planning trimmed | 1,760,186 | $116M | 23.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 717,512 | $47M | 9.5% | 2026-Q1 |
| ASSETMARK, INC trimmed | 446,425 | $30M | 5.9% | 2026-Q1 |
| MORGAN STANLEY added | 342,943 | $23M | 4.5% | 2026-Q1 |
| Mariner, LLC added | 329,880 | $22M | 4.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 250,839 | $17M | 3.3% | 2026-Q1 |
| LPL Financial LLC added | 209,949 | $14M | 2.8% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 177,987 | $12M | 2.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | 164,766 | $11M | 2.2% | 2026-Q1 |
| Apella Capital, LLC added | 137,577 | $10M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 117,870 | $8M | 1.6% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 114,454 | $8M | 1.5% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 99,982 | $7M | 1.3% | 2026-Q1 |
| Welch Financial Planning, LLC added | 84,274 | $6M | 1.1% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 83,823 | $6M | 1.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 76,323 | $5M | 1.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 76,153 | $5M | 1.0% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 69,848 | $5M | 0.9% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 60,264 | $4M | 0.8% | 2026-Q1 |
| rebel Financial LLC added | 60,209 | $4M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 59,107 | $4M | 0.8% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC added | 56,769 | $4M | 0.8% | 2026-Q1 |
| Risk Paradigm Group, LLC added | 56,686 | $4M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 54,494 | $4M | 0.7% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC trimmed | 53,583 | $4M | 0.7% | 2026-Q1 |
| Johnson Financial Group, LLC trimmed | 52,943 | $4M | 0.7% | 2026-Q1 |
| BlackRock, Inc. added | 52,263 | $3M | 0.7% | 2026-Q1 |
| Tortoise Investment Management, LLC trimmed | 51,463 | $3M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 49,414 | $3M | 0.7% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 47,923 | $3M | 0.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 46,831 | $3M | 0.6% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC added | 46,549 | $3M | 0.6% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 41,957 | $3M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 44,382 | $3M | 0.6% | 2026-Q1 |
| Sepio Capital, LP trimmed | 43,866 | $3M | 0.6% | 2026-Q1 |
| Texas Yale Capital Corp. added | 43,691 | $3M | 0.6% | 2026-Q1 |
| AE Wealth Management LLC added | 42,603 | $3M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 42,063 | $3M | 0.6% | 2026-Q1 |
| MARTIN & CO INC /TN/ added | 41,575 | $3M | 0.5% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 41,433 | $3M | 0.5% | 2026-Q1 |
| Cascade Financial Partners, LLC added | 40,367 | $3M | 0.5% | 2026-Q1 |
| MUSTICO FINANCIAL GROUP, INC. trimmed | 33,415 | $2M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,137 | $2M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 33,124 | $2M | 0.4% | 2026-Q1 |
| NTV Asset Management LLC added | 32,825 | $2M | 0.4% | 2026-Q1 |
| CarsonAllaria Wealth Management, Ltd. added | 31,869 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,907 | $2M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 28,879 | $2M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 28,323 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 27,891 | $2M | 0.4% | 2026-Q1 |
| SNS Financial Group, LLC added | 27,514 | $2M | 0.4% | 2026-Q1 |
| UBS Group AG added | 26,206 | $2M | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC added | 26,203 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 25,602 | $2M | 0.3% | 2026-Q1 |
| Legacy Wealth Partners, LLC added | 24,793 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 20,054 | $1M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 20,312 | $1M | 0.3% | 2026-Q1 |
| Michels Family Financial, LLC added | 19,567 | $1M | 0.3% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 17,570 | $1M | 0.3% | 2026-Q1 |
| Greenspring Advisors, LLC added | 16,822 | $1M | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. added | 16,503 | $1M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 16,133 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,804 | $1M | 0.2% | 2026-Q1 |
| Jacobs Equity LLC added | 13,501 | $1M | 0.2% | 2026-Q1 |
| Spire Wealth Management added | 14,725 | $974K | 0.2% | 2026-Q1 |
| Balefire, LLC added | 13,890 | $918K | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. | 13,230 | $875K | 0.2% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC added | 12,753 | $843K | 0.2% | 2026-Q1 |
| Powerhouse Assets LLC added | 11,998 | $793K | 0.2% | 2026-Q1 |
| Heartwood Wealth Advisors LLC new | 11,616 | $768K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 11,569 | $765K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 11,494 | $761K | 0.2% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 10,583 | $700K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 10,265 | $679K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 10,198 | $674K | 0.1% | 2026-Q1 |
| Rockingstone Advisors LLC trimmed | 9,954 | $658K | 0.1% | 2026-Q1 |
| Algorithmic Investment Models, LLC added | 9,261 | $612K | 0.1% | 2026-Q1 |
| Cyr Financial Inc. trimmed | 9,242 | $611K | 0.1% | 2026-Q1 |
| Omega Financial Group, LLC trimmed | 9,044 | $598K | 0.1% | 2026-Q1 |
| Capital Developers, LLC trimmed | 8,978 | $594K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 8,971 | $593K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 8,902 | $589K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 8,900 | $588K | 0.1% | 2026-Q1 |
| HighRoad Wealth Advisors, LLC | 8,750 | $579K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 8,649 | $572K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 8,500 | $562K | 0.1% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 8,289 | $548K | 0.1% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 8,233 | $544K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,025 | $531K | 0.1% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 72,835 | $5M | 1.0% | 2025-Q4 stale |
| Bogart Wealth, LLC added | 60,118 | $4M | 0.8% | 2025-Q3 stale |
| Mason & Associates Inc added | 45,226 | $3M | 0.6% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 37,223 | $3M | 0.5% | 2025-Q3 stale |
| MARYLAND CAPITAL ADVISORS INC. added | 24,141 | $2M | 0.3% | 2025-Q4 stale |
| Kathleen S. Wright Associates Inc. trimmed | 23,314 | $2M | 0.3% | 2025-Q3 stale |
| JFG Wealth Management, LLC trimmed | 21,226 | $1M | 0.3% | 2025-Q3 stale |
| Sanctuary Advisors, LLC added | 13,259 | $871K | 0.2% | 2025-Q4 stale |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 11,000 | $623K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 8,903 | $599K | 0.1% | 2025-Q3 stale |
| COMERICA BANK added | 8,348 | $548K | 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.