Among active 13F managers last quarter, 20 added and 21 reduced; the largest holder to move was Apella Capital, LLC (−3.1%).
178 tracked 13F filers disclose a position in EWX as of the latest SEC 13F filings, a combined $474.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.8M | $116.4M | ▼−4.8% Reduced · −89K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 718K | $47.4M | ▼−1.1% Reduced · −8K sh | Q1 2026 | |
| 3 | Morgan Stanley | 343K | $22.7M | ▲+22% Added · +62K sh | Q1 2026 | |
| 4 | Mariner, LLC | 330K | $21.8M | ▲+7.8% Added · +24K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 251K | $16.6M | ▲+11% Added · +25K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 210K | $13.9M | ▲+4.4% Added · +9K sh | Q1 2026 | |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 183K | $13.6M | ▲+2.7% Added · +5K sh | Q2 2026 | |
| 8 | Victory Capital Management Inc | 165K | $10.9M | —Held | Q1 2026 | |
| 9 | Apella Capital, LLC | 133K | $9.7M | ▼−3.1% Reduced · −4K sh | Q2 2026 | |
| 10 | Ameriprise Financial Inc | 118K | $7.8M | ▲+11% Added · +11K sh | Q1 2026 | |
| 11 | Pure Financial Advisors, LLC | 112K | $8.3M | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 12 | BIP Wealth, LLC | 95K | $7.1M | ▲+14% Added · +11K sh | Q2 2026 | |
| 13 | N.E.W. Advisory Services LLC | 90K | $6.7M | ▼−10% Reduced · −10K sh | Q2 2026 | |
| 14 | Welch Financial Planning, LLC | 88K | $6.5M | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 15 | Old Mission Capital LLC | 76K | $5.0M | ▲+731% Added · +67K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | 76K | $5.7M | ▲+46% Added · +24K sh | Q2 2026 | |
| 17 | WESCAP Management Group, Inc. | 70K | $5.2M | ▼−0.3% Reduced · −185 sh | Q2 2026 | |
| 18 | Transamerica Financial Advisors, LLC | 68K | $5.0M | ▼−11% Reduced · −8K sh | Q2 2026 | |
| 19 | Beacon Pointe Advisors, LLC | 68K | $5.0M | ▲+24% Added · +13K sh | Q2 2026 | |
| 20 | Checchi Capital Advisers, LLC | 60K | $4.5M | ▼−0.2% Reduced · −137 sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 59K | $3.9M | ▲+6.8% Added · +4K sh | Q1 2026 | |
| 22 | RPg Family Wealth Advisory, LLC | 57K | $4.2M | ▲+0.8% Added · +426 sh | Q2 2026 | |
| 23 | Risk Paradigm Group, LLC | 57K | $4.2M | ▲+0.8% Added · +433 sh | Q2 2026 | |
| 24 | Waddell & Associates, LLC | 52K | $3.9M | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 25 | Tortoise Investment Management, LLC | 50K | $3.7M | ▼−2.9% Reduced · −1K sh | Q2 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, 20 funds added to an existing position in EWX, while 21 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 87 funds | $20.0B |
| Microsoft CorpMSFT | 84 funds | $14.0B |
| Ishares Core S&P 500 ETFIVV | 83 funds | $6.5B |
| Nvidia CorpNVDA | 80 funds | $20.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 80 funds | $3.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 79 funds | $5.1B |
| Vanguard Ftse Emerging MarkeVWO | 79 funds | $1.4B |
| Amazon.com IncAMZN | 78 funds | $10.6B |
| Alphabet Inc-CL AGOOGL | 78 funds | $9.0B |
| JPMorgan Chase & CoJPM | 77 funds | $4.7B |
| Vanguard S&P 500 ETFVOO | 77 funds | $4.0B |
| Alphabet Inc-CL CGOOG | 75 funds | $7.1B |
Ranked by how many of EWX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EWX.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 1137 funds | $29.4B |
| SPEMcs | 955 funds | $11.0B |
| FEZcommon | 320 funds | $2.1B |
| GNRmc | 273 funds | $3.5B |
| CWIcommon | 256 funds | $2.1B |
| GWXcs | 246 funds | $558.0M |
| EDIVmc | 200 funds | $808.6M |
| RWOcs | 197 funds | $922.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EWX
This ETF 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/EWX/capital-change-brief"
Use Arkolith's capital_change_brief for EWX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EWX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.