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Security record · archived quarter

EWH

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
48Tracked holders
-1Δ holders
9.73MShares held
$206.78MReported value
+0New positions
−1Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.0% · share flow +0.6% · net new positions -2.1% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 1.46K $31,472 n/a n/a
Q2 2026 44 +9 28.16M $589.74M +9 −2
Q1 2026 38 -10 14.87M $343.34M +3 −13
Q4 2025 48 -1 9.73M $206.78M n/a −1
Q3 2025 11 +1 2.57M $55.48M +2 −1
Q2 2025 7 0 1.33M $26.47M +1 −1
Q1 2025 5 +3 468.39K $8.20M +3 n/a
Q4 2024 2 0 1.26M $20.93M +1 −1
Q3 2024 2 0 58.47K $1.09M +1 −1
Q2 2024 2 n/a 242.97K $3.72M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Julius Baer & Co. Ltd, Zurich 2.87M n/a $61.06M 0.2% n/c 1 SEC ↗
2 Jane Street Group, Llc 1.28M n/a $27.24M 0.0% n/c 1 SEC ↗ ×2
3 Morgan Stanley ✦ 1.14M -7.8% $24.30M 0.0% ▼ Trim 2 SEC ↗ ×5
4 BlackRock ✦ (passive) 643.85K +1998.7% $13.68M 0.0% ▲ Add 3 SEC ↗ ×4
5 Cibc World Market Inc. 490.04K n/a $10.41M 0.0% n/c 1 SEC ↗
6 Hsbc Holdings Plc 312.31K n/a $6.64M 0.0% n/c 1 SEC ↗ ×10
7 Raymond James Financial Inc 301.52K n/a $6.41M 0.0% n/c 1 SEC ↗ ×2
8 Renaissance Technologies ✦ 298.60K -24.5% $6.35M 0.0% ▼ Trim 5 SEC ↗
9 Royal Bank Of Canada 257.50K n/a $5.47M 0.0% n/c 1 SEC ↗ ×5
10 Bnp Paribas Financial Markets 254.00K n/a $5.40M 0.0% n/c 1 SEC ↗
11 JPMorgan Chase ✦ 224.11K -52.1% $4.76M 0.0% ▼ Trim 2 SEC ↗ ×3
12 Citadel Advisors ✦ 201.04K -32.6% $4.27M 0.0% ▼ Trim 2 SEC ↗
13 UBS Group AG 193.39K n/a $4.11M 0.0% n/c 1 SEC ↗ ×2
14 LPL Financial LLC 136.85K n/a $2.91M 0.0% n/c 1 SEC ↗
15 Korea Investment CORP 132.00K n/a $2.81M 0.0% n/c 1 SEC ↗
16 Susquehanna International Group, Llp 127.45K n/a $2.71M 0.0% n/c 1 SEC ↗ ×2
17 Ameriprise Financial Inc 103.09K n/a $2.19M 0.0% n/c 1 SEC ↗ ×2
18 Bank Of America Corp /De/ 93.10K n/a $1.98M 0.0% n/c 1 SEC ↗ ×5
19 Wells Fargo & Company/Mn 89.12K n/a $1.89M 0.0% n/c 1 SEC ↗ ×4
20 Bank Of Montreal /Can/ 86.09K n/a $1.83M 0.0% n/c 1 SEC ↗ ×2
21 Goldman Sachs Group ✦ 76.16K 0.0% $1.62M 0.0% Held 2 SEC ↗
22 Focus Partners Wealth 75.79K n/a $1.61M 0.0% n/c 1 SEC ↗
23 Mirae Asset Global Investments Co.… 49.52K n/a $1.05M 0.0% n/c 1 SEC ↗
24 Deutsche Bank Ag\ 32.00K n/a $680,000 0.0% n/c 1 SEC ↗
25 Walleye Trading LLC 29.39K n/a $624,601 0.0% n/c 1 SEC ↗
26 Hrt Financial Lp 29.07K n/a $617,000 0.0% n/c 1 SEC ↗
27 Commonwealth Equity Services, Llc 27.61K n/a $586,620 0.0% n/c 1 SEC ↗
28 Squarepoint Ops LLC 24.23K n/a $514,973 0.0% n/c 1 SEC ↗
29 Citigroup Inc 17.80K n/a $378,293 0.0% n/c 1 SEC ↗ ×2
30 Invesco Ltd. 17.38K n/a $369,410 0.0% n/c 1 SEC ↗
31 Marshall Wace ✦ 17.20K -5.7% $365,500 0.0% ▼ Trim 3 SEC ↗ ×2
32 Wealth Enhancement Advisory… 15.86K n/a $352,637 0.0% n/c 1 SEC ↗
33 Amundi 14.60K n/a $310,229 0.0% n/c 1 SEC ↗
34 Millennium Management ✦ 12.69K -36.2% $269,578 0.0% ▼ Trim 2 SEC ↗
35 Osaic Holdings, Inc. 11.51K n/a $244,591 0.0% n/c 1 SEC ↗
36 Gotham Asset Management ✦ 10.32K -1.0% $219,385 0.0% ▼ Trim 4 SEC ↗
37 Parallax Volatility Advisers, L.P. 9.43K n/a $200,345 0.0% n/c 1 SEC ↗
38 Fidelity (FMR) ✦ 6.16K +7.1% $130,850 0.0% ▲ Add 3 SEC ↗
39 Blair William & Co/Il 2.74K n/a $58,246 0.0% n/c 1 SEC ↗
40 Group One Trading Llc 1.51K n/a $32,109 0.0% n/c 1 SEC ↗
41 TD Waterhouse Canada Inc. 1.46K n/a $30,817 0.0% n/c 1 SEC ↗
42 Rhumbline Advisers 1.43K n/a $30,408 0.0% n/c 1 SEC ↗
43 Rockefeller Capital Management L.P. 1.38K n/a $29,389 0.0% n/c 1 SEC ↗
44 Qube Research & Technologies Ltd 900 n/a $19,125 0.0% n/c 1 SEC ↗
45 Simplex Trading, Llc 894 n/a $18,997 0.0% n/c 1 SEC ↗
46 Jones Financial Companies Lllp 110 n/a $2,338 0.0% n/c 1 SEC ↗
47 Northwestern Mutual Wealth… 25 n/a $539 0.0% n/c 1 SEC ↗
48 Cwm, Llc 22 n/a $0 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Wellington Management $247,825 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 116 holders, 19.51M shares, $441.46M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API