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-Q2 13F filings (latest filed 2026-08-20). 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
42 tracked funds added or opened EWX while 18 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
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 0.0% 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 2026-Q1 and 2026-Q2, across 179 tracked filers holding EWX, 66 increased or opened the position and 89 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 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 2
- MARYLAND CAPITAL ADVISORS INC.$2M
- TENET WEALTH PARTNERS, LLC$1M
Full exits 10
- rebel Financial LLC$4M
- Financial Strategies Group, Inc.$3M
- Legacy Wealth Partners, LLC$2M
- Balefire, LLC$918K
- Cambridge Investment Research Advisors, Inc.$674K
- Algorithmic Investment Models, LLC$612K
Largest adds
- Creative Planning$10M
- OLD MISSION CAPITAL LLC$8M
- LPL Financial LLC$4M
- MORGAN STANLEY$4M
- Mariner, LLC$2M
- BANK OF AMERICA CORP /DE/$2M
Largest trims
- ASSETMARK, INC$29M
- ENVESTNET ASSET MANAGEMENT INC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Cetera Investment Advisers$694K
- Apella Capital, LLC$463K
- HANCOCK WHITNEY CORP$388K
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 |
|---|---|---|---|---|
| Creative Planning trimmed | 1,701,158 | $126M | 25.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 668,269 | $50M | 9.9% | 2026-Q2 |
| MORGAN STANLEY added | 355,981 | $26M | 5.3% | 2026-Q2 |
| Mariner, LLC trimmed | 326,605 | $24M | 4.8% | 2026-Q2 |
| LPL Financial LLC added | 241,315 | $18M | 3.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 219,093 | $16M | 3.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 182,808 | $14M | 2.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 176,585 | $13M | 2.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 164,766 | $12M | 2.4% | 2026-Q2 |
| Apella Capital, LLC trimmed | 133,347 | $10M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 118,709 | $9M | 1.8% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 112,298 | $8M | 1.7% | 2026-Q2 |
| BIP Wealth, LLC added | 95,321 | $7M | 1.4% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 89,770 | $7M | 1.3% | 2026-Q2 |
| Welch Financial Planning, LLC added | 87,734 | $7M | 1.3% | 2026-Q2 |
| BlackRock, Inc. added | 76,054 | $6M | 1.1% | 2026-Q2 |
| WESCAP Management Group, Inc. trimmed | 69,663 | $5M | 1.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 67,847 | $5M | 1.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 67,611 | $5M | 1.0% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 60,127 | $4M | 0.9% | 2026-Q2 |
| Risk Paradigm Group, LLC added | 57,119 | $4M | 0.8% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC trimmed | 55,352 | $4M | 0.8% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC trimmed | 51,981 | $4M | 0.8% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 49,974 | $4M | 0.7% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 48,590 | $4M | 0.7% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC added | 48,460 | $4M | 0.7% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 48,283 | $4M | 0.7% | 2026-Q2 |
| Johnson Financial Group, LLC trimmed | 46,657 | $3M | 0.7% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 45,681 | $3M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 44,805 | $3M | 0.7% | 2026-Q2 |
| Texas Yale Capital Corp. added | 43,934 | $3M | 0.7% | 2026-Q2 |
| Sepio Capital, LP added | 43,898 | $3M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,008 | $3M | 0.6% | 2026-Q2 |
| MARTIN & CO INC /TN/ added | 42,007 | $3M | 0.6% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC trimmed | 41,320 | $3M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 41,252 | $3M | 0.6% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 40,368 | $3M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 37,551 | $3M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 37,461 | $3M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 34,735 | $3M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 34,635 | $3M | 0.5% | 2026-Q2 |
| MUSTICO FINANCIAL GROUP, INC. added | 33,760 | $2M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 33,719 | $3M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 32,536 | $2M | 0.5% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 32,225 | $2M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 31,518 | $2M | 0.5% | 2026-Q2 |
| CarsonAllaria Wealth Management, Ltd. trimmed | 31,155 | $2M | 0.5% | 2026-Q2 |
| UBS Group AG added | 28,930 | $2M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 28,553 | $2M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 27,088 | $2M | 0.4% | 2026-Q2 |
| Regal Investment Advisors LLC added | 26,299 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,139 | $2M | 0.4% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 23,550 | $2M | 0.3% | 2026-Q2 |
| Michels Family Financial, LLC added | 20,402 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 18,687 | $1M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. | 16,503 | $1M | 0.2% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 15,975 | $1M | 0.2% | 2026-Q2 |
| TENET WEALTH PARTNERS, LLC new | 15,891 | $1M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 15,599 | $1M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,357 | $1M | 0.2% | 2026-Q2 |
| Spire Wealth Management added | 14,944 | $1M | 0.2% | 2026-Q2 |
| Jacobs Equity LLC trimmed | 13,494 | $1M | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. | 13,230 | $983K | 0.2% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 13,130 | $976K | 0.2% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 12,760 | $948K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,531 | $931K | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 12,117 | $900K | 0.2% | 2026-Q2 |
| Powerhouse Assets LLC trimmed | 11,554 | $859K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 10,110 | $751K | 0.1% | 2026-Q2 |
| Rockingstone Advisors LLC | 9,954 | $740K | 0.1% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 9,579 | $712K | 0.1% | 2026-Q2 |
| Omega Financial Group, LLC trimmed | 8,813 | $655K | 0.1% | 2026-Q2 |
| HighRoad Wealth Advisors, LLC | 8,750 | $650K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 8,644 | $642K | 0.1% | 2026-Q2 |
| Cyr Financial Inc. trimmed | 8,471 | $629K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 8,450 | $628K | 0.1% | 2026-Q2 |
| Hyundai Investments Co., Ltd. added | 8,247 | $604K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,178 | $596K | 0.1% | 2026-Q2 |
| Index Fund Advisors, Inc. trimmed | 8,176 | $608K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 8,149 | $605K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,018 | $596K | 0.1% | 2026-Q2 |
| WHITE PINE CAPITAL LLC added | 7,910 | $588K | 0.1% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. added | 7,838 | $582K | 0.1% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 7,085 | $526K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 6,530 | $485K | 0.1% | 2026-Q2 |
| Shore Point Advisors, LLC trimmed | 6,419 | $477K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 6,281 | $467K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 6,100 | $453K | 0.1% | 2026-Q2 |
| Life Planning Partners, Inc | 6,000 | $446K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 5,576 | $414K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 5,480 | $407K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO | 5,383 | $401K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co | 5,227 | $388K | 0.1% | 2026-Q2 |
| Austin Wealth Management, LLC added | 5,061 | $351K | 0.1% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 5,050 | $375K | 0.1% | 2026-Q2 |
| FIRST HORIZON CORP trimmed | 5,009 | $372K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,948 | $368K | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group | 4,810 | $357K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,738 | $352K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. | 4,570 | $340K | 0.1% | 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.