72 tracked 13F filers disclose a position in EWCZ as of the latest SEC 13F filings, a combined $91.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ararat Capital Management LP | $17.9M | 3.1M | ▲+45% Added · +961K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $12.7M | 2.2M | ▼−6.9% Reduced · −164K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $7.5M | 1.3M | →First observed position No prior filed position | Q1 2026 | |
| 4 | D. E. Shaw & Co., Inc. | $6.2M | 1.1M | ▼−41% Reduced · −750K sh | Q1 2026 | |
| 5 | ALPINE ASSOCIATES MANAGEMENT INC. | $4.5M | 777K | ▲New +777K sh | Q1 2026 | |
| 6 | Qube Research & Technologies Ltd | $4.3M | 746K | ▲+715% Added · +655K sh | Q1 2026 | |
| 7 | AQR CAPITAL MANAGEMENT LLC | $4.0M | 696K | ▼−14% Reduced · −110K sh | Q1 2026 | |
| 8 | Groupe la Francaise | $3.3M | 570K | ▲New +570K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $2.9M | 507K | ▲34× Added · +492K sh | Q1 2026 | |
| 10 | PRELUDE CAPITAL MANAGEMENT, LLC | $2.7M | 459K | ▲New +459K sh | Q1 2026 | |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $2.5M | 435K | ▲+79% Added · +192K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $1.9M | 327K | ▼−20% Reduced · −82K sh | Q1 2026 | |
| 13 | MONIMUS CAPITAL MANAGEMENT, LP | $1.9M | 326K | —Held | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 293K | →First observed position No prior filed position | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $1.6M | 280K | ▲+8.7% Added · +23K sh | Q1 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $1.5M | 265K | ▲+47% Added · +84K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 263K | ▲+4.6% Added · +12K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $1.4M | 236K | ▲+7.1% Added · +16K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $1.2M | 205K | →First observed position No prior filed position | Q1 2026 | |
| 20 | GABELLI FUNDS LLC | $1.1M | 185K | ▲New +185K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $967K | 167K | ▼−86% Reduced · −1.0M sh | Q1 2026 | |
| 22 | FMR LLC | $817K | 141K | ▲+41% Added · +41K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $774K | 134K | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $623K | 108K | ▼−57% Reduced · −145K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $567K | 98K | ▼−93% Reduced · −1.4M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in EWCZ and 7 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 26 funds | $154.4B |
| MICROSOFT CORPMSFT | 26 funds | $110.3B |
| AMAZON.COM INCAMZN | 26 funds | $77.5B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $45.1B |
| MICRON TECHNOLOGY INCMU | 26 funds | $12.8B |
| LAM RESEARCH CORPLRCX | 26 funds | $12.2B |
| THERMO FISHER SCIENTIFIC INCTMO | 26 funds | $7.3B |
| WELLS FARGO & COWFC | 26 funds | $6.5B |
| APPLE INCAAPL | 25 funds | $117.4B |
| ALPHABET INC-CL AGOOGL | 25 funds | $59.0B |
| ELI LILLY & COLLY | 25 funds | $30.6B |
| VISA INC-CLASS A SHARESV | 25 funds | $26.5B |
Ranked by how many of EWCZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 18, 2024 | Scott Nital P. | Director | Sell (S) | 15K | $87K |
| Dec 17, 2024 | Scott Nital P. | Director | Sell (S) | 4K | $25K |
| May 16, 2024 | Thomassee Cindy | CAO and Controller | Sell (S) | 10K | $110K |
| Mar 11, 2024 | Thomassee Cindy | CAO and Controller | Sell (S) | 1K | $18K |
| Sep 30, 2022 | EWC Holdings, Inc. | 10% Owner | Sell (S) | 1 | $18 |
| May 24, 2022 | GAP COINVESTMENTS IV, LLC | Director, 10% Owner | Sell (S) | 4.9M | $104.5M |
| May 24, 2022 | General Atlantic GenPar (EW), L.P. | Director, 10% Owner | Sell (S) | 4.9M | $104.5M |
| May 24, 2022 | Willis David L | Chief Operating Officer & CFO | Sell (S) | 35K | $753K |
| May 24, 2022 | Kobus Christopher K. | Chief Experience Officer | Sell (S) | 45K | $968K |
| May 24, 2022 | O'Connor Gavin M. | CLO & Corporate Secretary | Sell (S) | 5K | $108K |
| May 24, 2022 | Lynch Jyoti A. | Chief Information Officer | Sell (S) | 30K | $645K |
| May 24, 2022 | Berg David P | CEO & Director, Director | Sell (S) | 200K | $4.3M |
Connected entities for EWCZ
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EWCZ/capital-change-brief"
Use Arkolith's capital_change_brief for EWCZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EWCZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.