Catatan efek · kuartal yang diarsipkan
EWX
nama menunggu ingest profil
40Pemegang yang dilacak
0Δ pemegang
4.83MSaham yang dipegang
$319.13MNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +0.9% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 6 | +2 | 362.10K | $24.37M | +2 | — |
| Q2 2025 | 2 | 0 | 12.89K | $799,707 | — | — |
| Q1 2025 | 1 | 0 | 31.08K | $1.76M | — | — |
| Q4 2024 | 1 | 0 | 195.71K | $11.47M | — | — |
| Q3 2024 | 1 | 0 | 86.14K | $5.37M | — | — |
| Q2 2024 | 1 | — | 43.84K | $2.54M | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.76M | -4.8% | $116.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Creative Planning | 1.76M | -4.8% | $116.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 717.51K | -1.1% | $47.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 446.43K | -0.7% | $29.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 342.94K | +21.9% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 342.94K | +21.9% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mariner, LLC | 329.88K | +7.8% | $21.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 250.84K | +10.8% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 209.95K | +4.4% | $13.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Victory Capital Management Inc | 164.77K | 0.0% | $10.89M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 117.87K | +10.8% | $7.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 59.11K | +6.8% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (pasif) | 52.26K | +7.7% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 49.41K | +14.0% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 42.06K | +5.1% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 33.14K | +758.9% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 29.91K | -1.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 28.32K | +0.1% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 27.89K | -44.9% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 26.21K | +8.4% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 26.21K | +8.4% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 26.21K | +8.4% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 20.05K | +21.0% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 20.05K | +21.0% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 20.31K | -3.2% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 20.31K | -3.2% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 15.80K | -10.8% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 15.80K | -10.8% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 11.49K | -42.3% | $761,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.03K | -30.0% | $530,596 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 7.12K | -45.7% | $469,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 6.47K | +14.3% | $419,646 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Focus Partners Wealth | 6.14K | -7.6% | $405,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 5.11K | Baru | $337,675 | 0.0% | New | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 4.98K | -3.8% | $329,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cibc World Market Inc. | 4.57K | 0.0% | $302,168 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Wealthfront Advisers LLC | 4.56K | -2.8% | $301,706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 4.51K | +47.0% | $298,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 4.47K | -13.4% | $295,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 4.47K | -13.4% | $295,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 4.47K | -13.4% | $295,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Empower Advisory Group, LLC | 4.07K | -1.3% | $268,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Stifel Financial Corp | 3.24K | +4.8% | $214,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Stifel Financial Corp | 3.24K | +4.8% | $214,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 2.64K | +116.7% | $174,800 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Cwm, Llc | 1.99K | -14.7% | $131,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Blair William & Co/Il | 1.22K | 0.0% | $80,336 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 1.09K | +9.0% | $72,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 1.09K | +9.0% | $72,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 470 | -26.6% | $31,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 71 | -13.4% | $4,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $337,675 | 0.0% |
Telah keluar
| Pnc Financial Services Group… | $11,358 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 187 pemegang, 7.45M saham, $493.24M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
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