EWX Institutional Ownership
Who owns EWX and what the big funds did with it last quarter, from every SEC 13F filing. 185 funds reported holding EWX at Jun 30, 2026.
- ▼65 buying vs 77 selling
- ▼Shares held by funds -6.1%
- ▼Funds holding -3
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 185 | 188 | −1.6% |
| In funds' top 10 | 3 | 2 | +50.0% |
| 13F shares | 7M | 7.5M | −6.1% |
| Held by funds | – | – | – |
| New positions | 13 | 14 | −7.1% |
| Increased | 52 | 72 | −27.8% |
| Reduced | 60 | 49 | +22.4% |
| Sold out | 17 | 15 | +13.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns EWX
share of fund held shares- Index and passive funds1.1%
- Active managers and hedge funds74.0%
- Banks and brokers24.9%
- Pensions, insurers and other0.0%
The top 10 holders own 59.4% of all EWX shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
55 funds changed their position- Creative PlanningTrimmed−68K sh
- rebel Financial LLCSold out−60K sh
- Apella Capital, LLCTrimmed−22K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−8,897 sh
- Brady Martz Wealth Solutions, LLCAdded+5,074 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Creative Planning | – | 1.7M | $126M | −59K |
| 2 | Bank of America Corp /de/ | – | 668K | $49.7M | −49K |
| 3 | Morgan Stanley | – | 356K | $26.5M | +13K |
| 4 | Mariner, LLC | – | 327K | $24.3M | −3,275 |
| 5 | LPL Financial LLC | – | 241K | $17.9M | +31K |
| 6 | Wells Fargo & Company/mn | – | 219K | $16.3M | −32K |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | – | 183K | $13.6M | +4,821 |
| 8 | Old Mission Capital LLC | – | 177K | $13.1M | +100K |
| 9 | Victory Capital Management Inc | – | 165K | $12.2M | 0 |
| 10 | Apella Capital, LLC | – | 133K | $9.7M | −4,230 |
- Old Mission Capital LLC+100K sh+$7.5M
- RPg Family Wealth Advisory, LLC+56K sh+$4.1M
- LPL Financial LLC+31K sh+$2.3M
- BlackRock, Inc.+24K sh+$1.8M
- Integrated Wealth Concepts LLC+21K sh+$1.6M
- Bluespring Wealth Management, LLC+18K sh+$1.3M
- Beacon Pointe Advisors, LLC+13K sh+$975K
- Morgan Stanley+13K sh+$969K
- Assetmark, Inc−445K sh−$33M
- Creative Planning−59K sh−$4.4M
- Bank of America Corp /de/−49K sh−$3.7M
- Financial Strategies Group, Inc.−42K sh−$3M
- Wells Fargo & Company/mn−32K sh−$2.4M
- Legacy Wealth Partners, LLC−25K sh−$1.6M
- Envestnet Asset Management Inc−22K sh−$1.6M
- Commonwealth Equity Services, LLC−17K sh−$1.3M
EWX institutional ownership FAQ
Who owns the most EWX stock?
In Q2 2026 13F filings the largest holder of EWX was Creative Planning, followed by Bank of America Corp /de/ and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of EWX is owned by institutions?
185 funds reported holding 7M EWX shares at Jun 30, 2026.
Are hedge funds buying EWX?
In Q2 2026, 65 funds bought EWX (13 of them new positions) and 77 sold (17 sold out completely). Our fund sentiment for EWX is bearish.
What is EWX's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this EWX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.