Who owns EWZS
Which tracked institutional funds hold EWZS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EWZS 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
6 tracked funds added or opened EWZS while 6 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
EWZS’s largest tracked holder by dollar value, Lifetime Wealth Management P.C., sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EWZS 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 37 tracked filers holding EWZS, 20 increased or opened the position and 12 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 EWZS 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 1
- AMERICAN CENTURY COMPANIES INC$6M
Full exits 1
- JANE STREET GROUP, LLC$6M
Largest adds
- Lifetime Wealth Management P.C.$1M
- Risk Paradigm Group, LLC$851K
- RPg Family Wealth Advisory, LLC$835K
- BANK OF NOVA SCOTIA$443K
- GOLDMAN SACHS GROUP INC$282K
Largest trims
- CITADEL ADVISORS LLC$2M
- ROYAL BANK OF CANADA$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$436K
- AMERIPRISE FINANCIAL INC$333K
- D. E. Shaw & Co., Inc.$276K
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 |
|---|---|---|---|---|
| Lifetime Wealth Management P.C. added | 584,432 | $9M | 15.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC new | 435,287 | $6M | 11.2% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC added | 213,290 | $3M | 5.5% | 2026-Q1 |
| Risk Paradigm Group, LLC added | 213,290 | $3M | 5.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 196,765 | $3M | 5.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 185,943 | $3M | 4.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 150,000 | $2M | 3.9% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 138,832 | $2M | 3.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 102,314 | $2M | 2.6% | 2026-Q1 |
| Sankala Group LLC added | 92,752 | $1M | 2.3% | 2026-Q1 |
| Indiana Trust & Investment Management Co | 62,500 | $926K | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 56,314 | $834K | 1.5% | 2026-Q1 |
| Mount Lucas Management LP | 50,150 | $743K | 1.3% | 2026-Q1 |
| Focus Partners Wealth added | 38,504 | $570K | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 38,059 | $564K | 1.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 31,853 | $472K | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 25,321 | $375K | 0.7% | 2026-Q1 |
| BROWN ADVISORY INC | 18,200 | $270K | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 17,492 | $259K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 16,909 | $250K | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 14,774 | $219K | 0.4% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 11,009 | $163K | 0.3% | 2026-Q1 |
| GROUP ONE TRADING LLC new | 7,000 | $104K | 0.2% | 2026-Q1 |
| UBS Group AG added | 6,020 | $89K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 4,829 | $72K | 0.1% | 2026-Q1 |
| SPX Gestao de Recursos Ltda added | 3,617 | $54K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 3,060 | $45K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,857 | $28K | 0.0% | 2026-Q1 |
| Triumph Capital Management trimmed | 1,659 | $25K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 1,091 | $16K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 730 | $11K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 553 | $8K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 151 | $2K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 120 | $2K | 0.0% | 2026-Q1 |
| Comprehensive Financial Planning, Inc./PA | 110 | $2K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 100 | $1K | 0.0% | 2026-Q1 |
| NVWM, LLC new | 5 | $74 | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 468,095 | $6M | 10.5% | 2025-Q4 stale |
| Black Swift Group, LLC added | 319,030 | $4M | 7.4% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 109,297 | $2M | 2.6% | 2025-Q3 stale |
| PRIMORIS WEALTH ADVISORS, LLC new | 105,700 | $1M | 2.4% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 104,716 | $1M | 2.0% | 2025-Q1 stale |
| Perigon Wealth Management, LLC new | 61,335 | $813K | 1.4% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC added | 20,906 | $291K | 0.5% | 2025-Q3 stale |
| BANK OF MONTREAL /CAN/ added | 18,699 | $248K | 0.4% | 2025-Q2 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 16,000 | $222K | 0.4% | 2025-Q3 stale |
| GRIFFIN ASSET MANAGEMENT, INC. new | 16,730 | $222K | 0.4% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC new | 15,760 | $219K | 0.4% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC added | 16,598 | $215K | 0.4% | 2025-Q4 stale |
| Clear Harbor Asset Management, LLC trimmed | 13,030 | $181K | 0.3% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 12,796 | $169K | 0.3% | 2025-Q2 stale |
| MARSHALL WACE, LLP new | 10,373 | $138K | 0.2% | 2025-Q2 stale |
| Geneos Wealth Management Inc. added | 3,529 | $47K | 0.1% | 2025-Q2 stale |
| Allworth Financial LP | 2,789 | $39K | 0.1% | 2025-Q3 stale |
| PRIVATE TRUST CO NA new | 2,512 | $33K | 0.1% | 2025-Q2 stale |
| HIGHLINE WEALTH PARTNERS LLC new | 1,000 | $13K | 0.0% | 2025-Q2 stale |
| COMERICA BANK new | 869 | $12K | 0.0% | 2025-Q2 stale |
| Copia Wealth Management new | 505 | $7K | 0.0% | 2025-Q2 stale |
| JPMORGAN CHASE & CO trimmed | 300 | $4K | 0.0% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 254 | $4K | 0.0% | 2025-Q3 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 226 | $3K | 0.0% | 2025-Q2 stale |
| Federation des caisses Desjardins du Quebec | 80 | $1K | 0.0% | 2025-Q3 stale |
| AE Wealth Management LLC | 98 | $1K | 0.0% | 2025-Q1 stale |
| Farther Finance Advisors, LLC new | 10 | $133 | 0.0% | 2025-Q2 stale |
| Kilter Group LLC trimmed | 1 | $10 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.