Security record · archived quarter
EWX
name pending profile ingest
40Tracked holders
-1Δ holders
4.78MShares held
$314.09MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow -0.1% ·
net new positions -2.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.85M | n/a | $121.43M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 725.61K | n/a | $47.64M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Assetmark, Inc | 449.64K | n/a | $29.52M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 306.11K | n/a | $20.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 281.31K | +3.9% | $18.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 226.28K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 201.17K | n/a | $13.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Victory Capital Management Inc | 164.77K | n/a | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 106.42K | n/a | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 55.35K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 50.63K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 48.54K | +751.7% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 43.34K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 40.03K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 30.20K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 28.29K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 24.18K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 20.98K | -49.6% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 19.93K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Raymond James Financial Inc | 17.72K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 16.58K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Corient Private Wealth LP | 13.13K | n/a | $862,234 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mercer Global Advisors Inc /Adv | 11.47K | n/a | $753,060 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 6.65K | n/a | $436,384 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 5.66K | n/a | $371,256 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 5.18K | n/a | $340,071 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 5.16K | n/a | $338,690 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Wealthfront Advisers LLC | 4.70K | n/a | $308,322 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cibc World Market Inc. | 4.57K | n/a | $300,066 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Empower Advisory Group, LLC | 4.12K | n/a | $270,504 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 3.86K | n/a | $253,302 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 3.10K | n/a | $203,205 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | AQR Capital Management ✦ | 3.07K | -47.0% | $201,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 2.33K | n/a | $153,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.22K | +27.2% | $80,068 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Blair William & Co/Il | 1.22K | n/a | $79,772 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 999 | n/a | $65,591 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | National Bank Of Canada /Fi/ | 640 | n/a | $41,901 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 173 | n/a | $11,358 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 82 | n/a | $5,384 | 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
| Citadel Advisors | $2.50M | was 0.0% |
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.
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 ·
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