EWX
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Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +11.3% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | +1 | 4.29M | $318.76M | +2 | −1 |
| Q1 2026 | 40 | 0 | 4.83M | $319.13M | +1 | −1 |
| Q4 2025 | 40 | -1 | 4.78M | $314.09M | n/a | −1 |
| Q3 2025 | 6 | +2 | 362.10K | $24.37M | +2 | n/a |
| Q2 2025 | 2 | 0 | 12.89K | $799,707 | n/a | n/a |
| Q1 2025 | 1 | 0 | 31.08K | $1.76M | n/a | n/a |
| Q4 2024 | 1 | 0 | 195.71K | $11.47M | n/a | n/a |
| Q3 2024 | 1 | 0 | 86.14K | $5.37M | n/a | n/a |
| Q2 2024 | 1 | n/a | 43.84K | $2.54M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 270.77K | n/a | $18.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | JPMorgan Chase ✦ | 41.65K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 37.22K | +212.0% | $2.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 5.80K | New | $390,282 | 0.0% | New | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.70K | New | $383,486 | 0.0% | New | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 959 | -0.1% | $64,549 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $390,282 | 0.0% |
| BlackRock | $383,486 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 187 holders, 7.45M shares, $493.24M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.