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Institutional Ownership · SEC Form 13F

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.

188
Institutional holders
7M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Creative Planning trimmed1,760,186$116M23.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed717,512$47M9.5%2026-Q1
ASSETMARK, INC trimmed446,425$30M5.9%2026-Q1
MORGAN STANLEY added342,943$23M4.5%2026-Q1
Mariner, LLC added329,880$22M4.4%2026-Q1
WELLS FARGO & COMPANY/MN added250,839$17M3.3%2026-Q1
LPL Financial LLC added209,949$14M2.8%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed177,987$12M2.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC164,766$11M2.2%2026-Q1
Apella Capital, LLC added137,577$10M2.0%2026-Q1
AMERIPRISE FINANCIAL INC added117,870$8M1.6%2026-Q1
Pure Financial Advisors, LLC added114,454$8M1.5%2026-Q1
N.E.W. Advisory Services LLC trimmed99,982$7M1.3%2026-Q1
Welch Financial Planning, LLC added84,274$6M1.1%2026-Q1
BIP Wealth, LLC trimmed83,823$6M1.1%2026-Q1
Transamerica Financial Advisors, LLC trimmed76,323$5M1.0%2026-Q1
OLD MISSION CAPITAL LLC added76,153$5M1.0%2026-Q1
WESCAP Management Group, Inc. added69,848$5M0.9%2026-Q1
Checchi Capital Advisers, LLC trimmed60,264$4M0.8%2026-Q1
rebel Financial LLC added60,209$4M0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added59,107$4M0.8%2026-Q1
RPg Family Wealth Advisory, LLC added56,769$4M0.8%2026-Q1
Risk Paradigm Group, LLC added56,686$4M0.7%2026-Q1
Beacon Pointe Advisors, LLC added54,494$4M0.7%2026-Q1
WADDELL & ASSOCIATES, LLC trimmed53,583$4M0.7%2026-Q1
Johnson Financial Group, LLC trimmed52,943$4M0.7%2026-Q1
BlackRock, Inc. added52,263$3M0.7%2026-Q1
Tortoise Investment Management, LLC trimmed51,463$3M0.7%2026-Q1
Cetera Investment Advisers added49,414$3M0.7%2026-Q1
VISTA INVESTMENT MANAGEMENT added47,923$3M0.6%2026-Q1
Focus Partners Advisor Solutions, LLC added46,831$3M0.6%2026-Q1
Brady Martz Wealth Solutions, LLC added46,549$3M0.6%2026-Q1
Financial Strategies Group, Inc. added41,957$3M0.6%2026-Q1
Equitable Holdings, Inc. added44,382$3M0.6%2026-Q1
Sepio Capital, LP trimmed43,866$3M0.6%2026-Q1
Texas Yale Capital Corp. added43,691$3M0.6%2026-Q1
AE Wealth Management LLC added42,603$3M0.6%2026-Q1
Baird Financial Group, Inc. added42,063$3M0.6%2026-Q1
MARTIN & CO INC /TN/ added41,575$3M0.5%2026-Q1
CABOT WEALTH MANAGEMENT INC added41,433$3M0.5%2026-Q1
Cascade Financial Partners, LLC added40,367$3M0.5%2026-Q1
MUSTICO FINANCIAL GROUP, INC. trimmed33,415$2M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added33,137$2M0.4%2026-Q1
Merit Financial Group, LLC trimmed33,124$2M0.4%2026-Q1
NTV Asset Management LLC added32,825$2M0.4%2026-Q1
CarsonAllaria Wealth Management, Ltd. added31,869$2M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed29,907$2M0.4%2026-Q1
OneDigital Investment Advisors LLC trimmed28,879$2M0.4%2026-Q1
Quantinno Capital Management LP added28,323$2M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed27,891$2M0.4%2026-Q1
SNS Financial Group, LLC added27,514$2M0.4%2026-Q1
UBS Group AG added26,206$2M0.3%2026-Q1
Regal Investment Advisors LLC added26,203$2M0.3%2026-Q1
Stratos Wealth Partners, LTD. added25,602$2M0.3%2026-Q1
Legacy Wealth Partners, LLC added24,793$2M0.3%2026-Q1
OSAIC HOLDINGS, INC. added20,054$1M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed20,312$1M0.3%2026-Q1
Michels Family Financial, LLC added19,567$1M0.3%2026-Q1
HANCOCK WHITNEY CORP added17,570$1M0.3%2026-Q1
Greenspring Advisors, LLC added16,822$1M0.2%2026-Q1
SMITH, MOORE & CO. added16,503$1M0.2%2026-Q1
Advisory Services Network, LLC trimmed16,133$1M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed15,804$1M0.2%2026-Q1
Jacobs Equity LLC added13,501$1M0.2%2026-Q1
Spire Wealth Management added14,725$974K0.2%2026-Q1
Balefire, LLC added13,890$918K0.2%2026-Q1
Essex Financial Services, Inc.13,230$875K0.2%2026-Q1
Cassaday & Co Wealth Management LLC added12,753$843K0.2%2026-Q1
Powerhouse Assets LLC added11,998$793K0.2%2026-Q1
Heartwood Wealth Advisors LLC new11,616$768K0.2%2026-Q1
Geneos Wealth Management Inc. added11,569$765K0.2%2026-Q1
ROYAL BANK OF CANADA trimmed11,494$761K0.2%2026-Q1
Alesco Advisors, LLC, An ESL Co added10,583$700K0.1%2026-Q1
Integrated Wealth Concepts LLC added10,265$679K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added10,198$674K0.1%2026-Q1
Rockingstone Advisors LLC trimmed9,954$658K0.1%2026-Q1
Algorithmic Investment Models, LLC added9,261$612K0.1%2026-Q1
Cyr Financial Inc. trimmed9,242$611K0.1%2026-Q1
Omega Financial Group, LLC trimmed9,044$598K0.1%2026-Q1
Capital Developers, LLC trimmed8,978$594K0.1%2026-Q1
Atria Investments, Inc added8,971$593K0.1%2026-Q1
Perigon Wealth Management, LLC added8,902$589K0.1%2026-Q1
Gateway Wealth Partners, LLC new8,900$588K0.1%2026-Q1
HighRoad Wealth Advisors, LLC8,750$579K0.1%2026-Q1
Compound Planning, Inc. trimmed8,649$572K0.1%2026-Q1
Independent Advisor Alliance added8,500$562K0.1%2026-Q1
Camelot Portfolios, LLC trimmed8,289$548K0.1%2026-Q1
Index Fund Advisors, Inc. added8,233$544K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed8,025$531K0.1%2026-Q1
3EDGE Asset Management, LP trimmed72,835$5M1.0%2025-Q4 stale
Bogart Wealth, LLC added60,118$4M0.8%2025-Q3 stale
Mason & Associates Inc added45,226$3M0.6%2025-Q2 stale
CITADEL ADVISORS LLC added37,223$3M0.5%2025-Q3 stale
MARYLAND CAPITAL ADVISORS INC. added24,141$2M0.3%2025-Q4 stale
Kathleen S. Wright Associates Inc. trimmed23,314$2M0.3%2025-Q3 stale
JFG Wealth Management, LLC trimmed21,226$1M0.3%2025-Q3 stale
Sanctuary Advisors, LLC added13,259$871K0.2%2025-Q4 stale
TWIN FOCUS CAPITAL PARTNERS, LLC11,000$623K0.1%2025-Q1 stale
FLOW TRADERS U.S. LLC trimmed8,903$599K0.1%2025-Q3 stale
COMERICA BANK added8,348$548K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership