150 tracked 13F filers disclose a position in EWX as of the latest SEC 13F filings, a combined $428.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $116.4M | 1.8M | ▼−4.8% Reduced · −89K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $47.4M | 718K | ▼−1.1% Reduced · −8K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $22.7M | 343K | ▲+22% Added · +62K sh | Q1 2026 | |
| 4 | Mariner, LLC | $21.8M | 330K | ▲+7.8% Added · +24K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $16.6M | 251K | ▲+11% Added · +25K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $13.9M | 210K | ▲+4.4% Added · +9K sh | Q1 2026 | |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $13.6M | 183K | ▲+2.7% Added · +5K sh | Q2 2026 | |
| 8 | VICTORY CAPITAL MANAGEMENT INC | $10.9M | 165K | —Held | Q1 2026 | |
| 9 | Apella Capital, LLC | $9.7M | 133K | ▼−3.1% Reduced · −4K sh | Q2 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $7.8M | 118K | ▲+11% Added · +11K sh | Q1 2026 | |
| 11 | Pure Financial Advisors, LLC | $7.6M | 114K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 12 | BIP Wealth, LLC | $7.1M | 95K | ▲+14% Added · +11K sh | Q2 2026 | |
| 13 | Welch Financial Planning, LLC | $6.5M | 88K | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 14 | Transamerica Financial Advisors, LLC | $5.0M | 76K | ▼−9.1% Reduced · −8K sh | Q1 2026 | |
| 15 | OLD MISSION CAPITAL LLC | $5.0M | 76K | ▲+731% Added · +67K sh | Q1 2026 | |
| 16 | Checchi Capital Advisers, LLC | $4.5M | 60K | ▼−0.2% Reduced · −137 sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 59K | ▲+6.8% Added · +4K sh | Q1 2026 | |
| 18 | RPg Family Wealth Advisory, LLC | $4.2M | 57K | ▲+0.8% Added · +426 sh | Q2 2026 | |
| 19 | Risk Paradigm Group, LLC | $4.2M | 57K | ▲+0.8% Added · +433 sh | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | $3.6M | 54K | ▲+12% Added · +6K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $3.5M | 52K | ▲+7.7% Added · +4K sh | Q1 2026 | |
| 22 | WADDELL & ASSOCIATES, LLC | $3.9M | 52K | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $3.3M | 49K | ▲+14% Added · +6K sh | Q1 2026 | |
| 24 | Brady Martz Wealth Solutions, LLC | $3.6M | 48K | ▲+4.1% Added · +2K sh | Q2 2026 | |
| 25 | VISTA INVESTMENT MANAGEMENT | $3.2M | 48K | ▲+4.3% Added · +2K 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, 0 funds opened a new position in EWX and 18 added to an existing one, while 17 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 |
|---|---|---|
| APPLE INCAAPL | 66 funds | $19.0B |
| MICROSOFT CORPMSFT | 64 funds | $13.8B |
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $5.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 61 funds | $4.5B |
| NVIDIA CORPNVDA | 60 funds | $20.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 60 funds | $3.3B |
| AMAZON.COM INCAMZN | 59 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 59 funds | $8.7B |
| VANGUARD S&P 500 ETFVOO | 59 funds | $3.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 59 funds | $2.7B |
| ISHARES CORE S&P SMALL-CAP EIJR | 59 funds | $1.2B |
| VANGUARD FTSE EMERGING MARKEVWO | 59 funds | $1.1B |
Ranked by how many of EWX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPDWcs | 920 funds | $27.9B |
| SPEMcs | 766 funds | $10.7B |
| FEZcommon | 289 funds | $2.0B |
| GNRmc | 232 funds | $3.4B |
| CWIcommon | 221 funds | $1.9B |
| GWXcs | 204 funds | $497.1M |
| RWOcs | 170 funds | $831.4M |
| EDIVmc | 163 funds | $723.9M |
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 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/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 + Form 4 insider transactions + 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.