Security record
EWX
name pending profile ingest
40Tracked holders
+1Δ holders
4.29MShares held
$318.76MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.6% ·
share flow -11.1% ·
net new positions +2.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 | — | −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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.70M | -3.4% | $126.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 1.70M | -3.4% | $126.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 668.27K | -6.9% | $49.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 355.98K | +3.8% | $26.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Mariner, LLC | 326.61K | -1.0% | $24.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 241.31K | +14.9% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 219.09K | -12.7% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Victory Capital Management Inc | 164.77K | 0.0% | $12.24M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 118.71K | +0.7% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 76.05K | +45.5% | $5.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 43.01K | +29.8% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 41.25K | -1.9% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 37.46K | -36.6% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 34.73K | +24.5% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 34.63K | -29.9% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 32.54K | +14.9% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 28.93K | +10.4% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 24.14K | +20.4% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 24.14K | +20.4% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 18.69K | -8.0% | $1.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 18.69K | -8.0% | $1.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Raymond James Financial Inc | 15.36K | -2.8% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 15.36K | -2.8% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 12.53K | -58.1% | $931,130 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 10.11K | -12.0% | $751,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 10.11K | -12.0% | $751,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 10.11K | -12.0% | $751,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Hrt Financial Lp | 8.60K | New | $639,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 8.18K | +26.5% | $596,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.02K | -0.1% | $595,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 6.53K | +44.7% | $485,242 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Focus Partners Wealth | 6.28K | +2.3% | $466,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 6.10K | New | $453,261 | 0.0% | New | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 5.48K | -23.1% | $407,221 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 4.95K | -3.1% | $367,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 4.74K | -4.9% | $352,035 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Cibc World Market Inc. | 4.57K | 0.0% | $339,575 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Wealthfront Advisers LLC | 4.46K | -2.2% | $331,550 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Empower Advisory Group, LLC | 4.07K | 0.0% | $302,051 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 3.48K | +7.2% | $258,213 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 3.48K | +7.2% | $258,213 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 2.92K | +10.2% | $216,583 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 2.92K | +10.2% | $216,583 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 2.47K | -44.8% | $183,357 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 2.47K | -44.8% | $183,357 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Assetmark, Inc | 1.79K | -99.6% | $133,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Blair William & Co/Il | 1.22K | 0.0% | $90,281 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 1.09K | 0.0% | $80,918 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 1.09K | 0.0% | $80,918 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 91 | +28.2% | $6,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $639,000 | 0.0% |
| Pnc Financial Services Group… | $453,261 | 0.0% |
Exited
| National Bank Of Canada /Fi/ | $31,006 | 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: Q2 2026 ·
Methodology ·
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