EWL

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$62.79

-0.44 (-0.70%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding EWL · 2026-Q1 methodology → sources →

186 holders

% of shares outstanding held

—

Shares held (13F)

14,936,694

Reporting holders

186

Top holders

largest 100 of 186 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	2,107,8972.1M	$124M	—	ADD 6%
2	1607 Capital Partners, LLC	1,304,5221.3M	$77M	—	TRIM -13%
3	Fisher Asset Management, LLC	1,114,0461.1M	$66M	—	TRIM -5%
4	MORGAN STANLEY	1,061,5261.1M	$62M	—	ADD 6%
5	Allspring Global Investments Holdings, LLC	951,171951,171	$56M	—	TRIM -21%
6	UBS Group AG	898,227898,227	$53M	—	ADD 132%
7	Vontobel Holding Ltd.	660,941660,941	$39M	—	TRIM -2%
8	Millburn Ridgefield LLC /DE/	541,025541,025	$32M	—	ADD 8%
9	Catalyst Capital Advisors LLC	541,025541,025	$32M	—	ADD 8%
10	BlackRock, Inc.	501,835501,835	$30M	—	TRIM -67%
11	FLOW TRADERS U.S. LLC	453,328453,328	$27M	—	ADD 1468%
12	Trajan Wealth LLC	322,546322,546	$19M	—	ADD 2%
13	JPMORGAN CHASE & CO	322,181322,181	$19M	—	TRIM -52%
14	GenTrust, LLC	303,248303,248	$18M	—	ADD 5%
15	Lido Advisors, LLC	293,507293,507	$17M	—	ADD 156%
16	Bank Julius Baer & Co. Ltd, Zurich	287,117287,117	$17M	—	ADD 21%
17	Polianta Ltd	258,700258,700	$15M	—	NEW
18	Waverly Advisors, LLC	225,706225,706	$13M	—	—
19	LPL Financial LLC	185,190185,190	$11M	—	TRIM -2%
20	PGIM Custom Harvest LLC	131,951131,951	$8M	—	ADD 21%
21	Rice Partnership, LLC	131,595131,595	$8M	—	ADD 4%
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	125,028125,028	$7M	—	ADD 502%
23	WELLS FARGO & COMPANY/MN	124,243124,243	$7M	—	ADD 21%
24	Pictet North America Advisors SA	118,956118,956	$7M	—	ADD 24%
25	HighTower Advisors, LLC	102,019102,019	$6M	—	TRIM -26%
26	Compagnie Lombard Odier SCmA	80,10580,105	$5M	—	TRIM -3%
27	CSM Advisors, LLC	74,68474,684	$4M	—	NEW
28	TD Waterhouse Canada Inc.	70,66470,664	$4M	—	ADD 10%
29	Equitable Holdings, Inc.	64,73264,732	$4M	—	ADD 2%
30	Climber Capital SA	61,15161,151	$4M	—	—
31	ENVESTNET ASSET MANAGEMENT INC	57,04057,040	$3M	—	TRIM -10%
32	ROYAL BANK OF CANADA	56,76856,768	$3M	—	TRIM -78%
33	GOLDMAN SACHS GROUP INC	50,82250,822	$3M	—	TRIM -42%
34	Creative Planning	48,00948,009	$3M	—	TRIM -9%
35	Sanctuary Advisors, LLC	46,34046,340	$3M	—	ADD 3%
36	HSBC HOLDINGS PLC	45,36745,367	$3M	—	TRIM -29%
37	Rockefeller Capital Management L.P.	39,37339,373	$2M	—	ADD 3%
38	AMERIPRISE FINANCIAL INC	36,21136,211	$2M	—	TRIM -73%
39	ZACKS INVESTMENT MANAGEMENT	36,11436,114	$2M	—	ADD 20%
40	M&T Bank Corp	34,01734,017	$2M	—	—
41	Federation des caisses Desjardins du Quebec	31,71731,717	$2M	—	ADD 366%
42	LFA - Lugano Financial Advisors SA	31,46131,461	$2M	—	ADD 8%
43	MONECO ADVISORS, LLC	29,94829,948	$2M	—	—
44	Ameliora Wealth Management Ltd.	29,50129,501	$2M	—	ADD 3%
45	SIMON QUICK ADVISORS, LLC	29,28029,280	$2M	—	TRIM -2%
46	Idaho Trust Co	28,58028,580	$2M	—	TRIM -6%
47	CIBC WORLD MARKET INC.	28,20228,202	$2M	—	ADD 11%
48	NISA INVESTMENT ADVISORS, LLC	27,70027,700	$2M	—	—
49	BFI Infinity Ltd.	27,12527,125	$2M	—	ADD 6%
50	Y-Intercept (Hong Kong) Ltd	25,64225,642	$2M	—	NEW
51	Corient Private Wealth LLC	36,32836,328	$1M	—	TRIM -29%
52	EVERGREEN CAPITAL MANAGEMENT LLC	22,77922,779	$1M	—	ADD 8%
53	Steward Partners Investment Advisory, LLC	19,83019,830	$1M	—	TRIM -4%
54	COMMONWEALTH EQUITY SERVICES, LLC	19,66319,663	$1M	—	ADD 41%
55	LMCG INVESTMENTS, LLC	19,16719,167	$1M	—	TRIM -5%
56	MML INVESTORS SERVICES, LLC	18,80018,800	$1M	—	TRIM -2%
57	Quantinno Capital Management LP	18,55318,553	$1M	—	—
58	BTG Pactual Asset Management US LLC	18,17618,176	$1M	—	—
59	PNC FINANCIAL SERVICES GROUP, INC.	18,15618,156	$1M	—	ADD 6%
60	Trek Financial, LLC	18,03118,031	$1M	—	ADD 67%
61	FMR LLC	15,05415,054	$885,355	—	ADD 12%
62	Bridgewater Advisors Inc.	14,33014,330	$885,021	—	—
63	Mount Lucas Management LP	14,42214,422	$848,158	—	—
64	Avestar Capital, LLC	13,76913,769	$809,755	—	ADD 8%
65	Cetera Investment Advisers	13,71913,719	$806,825	—	—
66	Boreal Capital Management LLC	13,59613,596	$799,581	—	—
67	RAYMOND JAMES FINANCIAL INC	13,51213,512	$794,628	—	ADD 6%
68	Sonoma Private Wealth LLC	13,19413,194	$775,939	—	ADD 28%
69	BANK OF MONTREAL /CAN/	13,00513,005	$764,824	—	—
70	GTS SECURITIES LLC	12,86012,860	$756,297	—	TRIM -13%
71	Invesco Ltd.	12,85512,855	$756,003	—	ADD 46%
72	NorthCoast Asset Management LLC	12,78012,780	$751,614	—	ADD 20%
73	swisspartners Advisors Ltd	12,35012,350	$722,161	—	—
74	EFG International AG	11,28011,280	$663,370	—	—
75	Marotta Asset Management	10,49010,490	$624,155	—	—
76	BLUEDOOR PRIVATE WEALTH, LLC	10,34910,349	$608,625	—	—
77	INSIGNEO ADVISORY SERVICES, LLC	10,08010,080	$592,805	—	NEW
78	Banque Cantonale Vaudoise	9,8539,853	$578,000	—	TRIM -2%
79	Hyposwiss Advisors SA	9,6509,650	$567,517	—	ADD 16%
80	NATIONAL BANK OF CANADA /FI/	9,5149,514	$559,402	—	TRIM -10%
81	McHugh Group, LLC	9,2009,200	$541,052	—	—
82	Waterway Wealth Management, LLC	8,7658,765	$515,483	—	—
83	OSAIC HOLDINGS, INC.	8,3408,340	$490,697	—	TRIM -20%
84	RFG Advisory, LLC	8,1298,129	$478,066	—	—
85	HRT FINANCIAL LP	8,0958,095	$476,000	—	NEW
86	Global Endowment Management, LP	8,0008,000	$470,000	—	—
87	LGL PARTNERS, LLC	7,6577,657	$450,325	—	ADD 102%
88	CX Institutional	7,6407,640	$449,000	—	TRIM -5%
89	Henrickson Nauta Wealth Advisors, Inc.	7,1787,178	$422,148	—	TRIM -50%
90	East Coast Asset Management, LLC.	7,1017,101	$417,629	—	—
91	Kestra Advisory Services, LLC	7,0577,057	$415,040	—	ADD 96%
92	JONES FINANCIAL COMPANIES LLLP	7,2817,281	$414,859	—	ADD 15%
93	Boltwood Capital Management	6,7006,700	$394,027	—	ADD 10%
94	US BANCORP \DE\	6,5396,539	$384,559	—	—
95	EWA, LLC	6,3776,377	$375,031	—	—
96	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6,3176,317	$372,400	—	TRIM -6%
97	J. Safra Sarasin Holding AG	5,7685,768	$331,777	—	ADD 23%
98	ASSETMARK, INC	5,5975,597	$329,160	—	TRIM -2%
99	AQR CAPITAL MANAGEMENT LLC	5,4965,496	$316,142	—	—
100	EXENCIAL WEALTH ADVISORS, LLC	5,3045,304	$311,929	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

1.8M

2.1M

2.0M

2.1M

$124M

1607 Capital Partners, LLC

802K

747K

691K

634K

1.5M

1.3M

$77M

Fisher Asset Management, LLC

18K

13K

1.3M

1.2M

1.1M

$66M

MORGAN STANLEY

766K

742K

827K

936K

1000K

1.1M

$62M

Allspring Global Investments Holdings, LLC

999K

1.2M

1.1M

1.2M

951K

$56M

UBS Group AG

284K

248K

357K

388K

898K

$53M

Vontobel Holding Ltd.

661K

651K

706K

668K

674K

661K

$39M

Millburn Ridgefield LLC /DE/

471K

447K

471K

501K

541K

$32M

Catalyst Capital Advisors LLC

471K

447K

471K

501K

541K

$32M

BlackRock, Inc.

2.7M

2.3M

1.6M

888K

1.5M

502K

$30M

FLOW TRADERS U.S. LLC

125K

—

15K

12K

29K

453K

$27M

Trajan Wealth LLC

278K

271K

323K

318K

316K

323K

$19M

JPMORGAN CHASE & CO

603K

551K

300K

1.5M

671K

322K

$19M

GenTrust, LLC

24K

25K

279K

273K

290K

303K

$18M

Lido Advisors, LLC

—

44K

112K

114K

294K

$17M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	186	14,936,694	—	$876M
2025-Q4	189	15,562,168	—	$932M
2025-Q3	173	14,428,832	—	$797M
2025-Q2	169	14,199,873	—	$778M
2025-Q1	155	13,165,530	—	$681M
2024-Q4	144	14,571,611

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding EWL · 2026-Q1 methodology → sources →

186 holders

% of shares outstanding held

—

Shares held (13F)

14,936,694

Reporting holders

186

Top holders

largest 100 of 186 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	2,107,8972.1M	$124M	—	ADD 6%
2	1607 Capital Partners, LLC	1,304,5221.3M	$77M	—	TRIM -13%
3	Fisher Asset Management, LLC	1,114,0461.1M	$66M	—	TRIM -5%
4	MORGAN STANLEY	1,061,5261.1M	$62M	—	ADD 6%
5	Allspring Global Investments Holdings, LLC	951,171951,171	$56M	—	TRIM -21%
6	UBS Group AG	898,227898,227	$53M	—	ADD 132%
7	Vontobel Holding Ltd.	660,941660,941	$39M	—	TRIM -2%
8	Millburn Ridgefield LLC /DE/	541,025541,025	$32M	—	ADD 8%
9	Catalyst Capital Advisors LLC	541,025541,025	$32M	—	ADD 8%
10	BlackRock, Inc.	501,835501,835	$30M	—	TRIM -67%
11	FLOW TRADERS U.S. LLC	453,328453,328	$27M	—	ADD 1468%
12	Trajan Wealth LLC	322,546322,546	$19M	—	ADD 2%
13	JPMORGAN CHASE & CO	322,181322,181	$19M	—	TRIM -52%
14	GenTrust, LLC	303,248303,248	$18M	—	ADD 5%
15	Lido Advisors, LLC	293,507293,507	$17M	—	ADD 156%
16	Bank Julius Baer & Co. Ltd, Zurich	287,117287,117	$17M	—	ADD 21%
17	Polianta Ltd	258,700258,700	$15M	—	NEW
18	Waverly Advisors, LLC	225,706225,706	$13M	—	—
19	LPL Financial LLC	185,190185,190	$11M	—	TRIM -2%
20	PGIM Custom Harvest LLC	131,951131,951	$8M	—	ADD 21%
21	Rice Partnership, LLC	131,595131,595	$8M	—	ADD 4%
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	125,028125,028	$7M	—	ADD 502%
23	WELLS FARGO & COMPANY/MN	124,243124,243	$7M	—	ADD 21%
24	Pictet North America Advisors SA	118,956118,956	$7M	—	ADD 24%
25	HighTower Advisors, LLC	102,019102,019	$6M	—	TRIM -26%
26	Compagnie Lombard Odier SCmA	80,10580,105	$5M	—	TRIM -3%
27	CSM Advisors, LLC	74,68474,684	$4M	—	NEW
28	TD Waterhouse Canada Inc.	70,66470,664	$4M	—	ADD 10%
29	Equitable Holdings, Inc.	64,73264,732	$4M	—	ADD 2%
30	Climber Capital SA	61,15161,151	$4M	—	—
31	ENVESTNET ASSET MANAGEMENT INC	57,04057,040	$3M	—	TRIM -10%
32	ROYAL BANK OF CANADA	56,76856,768	$3M	—	TRIM -78%
33	GOLDMAN SACHS GROUP INC	50,82250,822	$3M	—	TRIM -42%
34	Creative Planning	48,00948,009	$3M	—	TRIM -9%
35	Sanctuary Advisors, LLC	46,34046,340	$3M	—	ADD 3%
36	HSBC HOLDINGS PLC	45,36745,367	$3M	—	TRIM -29%
37	Rockefeller Capital Management L.P.	39,37339,373	$2M	—	ADD 3%
38	AMERIPRISE FINANCIAL INC	36,21136,211	$2M	—	TRIM -73%
39	ZACKS INVESTMENT MANAGEMENT	36,11436,114	$2M	—	ADD 20%
40	M&T Bank Corp	34,01734,017	$2M	—	—
41	Federation des caisses Desjardins du Quebec	31,71731,717	$2M	—	ADD 366%
42	LFA - Lugano Financial Advisors SA	31,46131,461	$2M	—	ADD 8%
43	MONECO ADVISORS, LLC	29,94829,948	$2M	—	—
44	Ameliora Wealth Management Ltd.	29,50129,501	$2M	—	ADD 3%
45	SIMON QUICK ADVISORS, LLC	29,28029,280	$2M	—	TRIM -2%
46	Idaho Trust Co	28,58028,580	$2M	—	TRIM -6%
47	CIBC WORLD MARKET INC.	28,20228,202	$2M	—	ADD 11%
48	NISA INVESTMENT ADVISORS, LLC	27,70027,700	$2M	—	—
49	BFI Infinity Ltd.	27,12527,125	$2M	—	ADD 6%
50	Y-Intercept (Hong Kong) Ltd	25,64225,642	$2M	—	NEW
51	Corient Private Wealth LLC	36,32836,328	$1M	—	TRIM -29%
52	EVERGREEN CAPITAL MANAGEMENT LLC	22,77922,779	$1M	—	ADD 8%
53	Steward Partners Investment Advisory, LLC	19,83019,830	$1M	—	TRIM -4%
54	COMMONWEALTH EQUITY SERVICES, LLC	19,66319,663	$1M	—	ADD 41%
55	LMCG INVESTMENTS, LLC	19,16719,167	$1M	—	TRIM -5%
56	MML INVESTORS SERVICES, LLC	18,80018,800	$1M	—	TRIM -2%
57	Quantinno Capital Management LP	18,55318,553	$1M	—	—
58	BTG Pactual Asset Management US LLC	18,17618,176	$1M	—	—
59	PNC FINANCIAL SERVICES GROUP, INC.	18,15618,156	$1M	—	ADD 6%
60	Trek Financial, LLC	18,03118,031	$1M	—	ADD 67%
61	FMR LLC	15,05415,054	$885,355	—	ADD 12%
62	Bridgewater Advisors Inc.	14,33014,330	$885,021	—	—
63	Mount Lucas Management LP	14,42214,422	$848,158	—	—
64	Avestar Capital, LLC	13,76913,769	$809,755	—	ADD 8%
65	Cetera Investment Advisers	13,71913,719	$806,825	—	—
66	Boreal Capital Management LLC	13,59613,596	$799,581	—	—
67	RAYMOND JAMES FINANCIAL INC	13,51213,512	$794,628	—	ADD 6%
68	Sonoma Private Wealth LLC	13,19413,194	$775,939	—	ADD 28%
69	BANK OF MONTREAL /CAN/	13,00513,005	$764,824	—	—
70	GTS SECURITIES LLC	12,86012,860	$756,297	—	TRIM -13%
71	Invesco Ltd.	12,85512,855	$756,003	—	ADD 46%
72	NorthCoast Asset Management LLC	12,78012,780	$751,614	—	ADD 20%
73	swisspartners Advisors Ltd	12,35012,350	$722,161	—	—
74	EFG International AG	11,28011,280	$663,370	—	—
75	Marotta Asset Management	10,49010,490	$624,155	—	—
76	BLUEDOOR PRIVATE WEALTH, LLC	10,34910,349	$608,625	—	—
77	INSIGNEO ADVISORY SERVICES, LLC	10,08010,080	$592,805	—	NEW
78	Banque Cantonale Vaudoise	9,8539,853	$578,000	—	TRIM -2%
79	Hyposwiss Advisors SA	9,6509,650	$567,517	—	ADD 16%
80	NATIONAL BANK OF CANADA /FI/	9,5149,514	$559,402	—	TRIM -10%
81	McHugh Group, LLC	9,2009,200	$541,052	—	—
82	Waterway Wealth Management, LLC	8,7658,765	$515,483	—	—
83	OSAIC HOLDINGS, INC.	8,3408,340	$490,697	—	TRIM -20%
84	RFG Advisory, LLC	8,1298,129	$478,066	—	—
85	HRT FINANCIAL LP	8,0958,095	$476,000	—	NEW
86	Global Endowment Management, LP	8,0008,000	$470,000	—	—
87	LGL PARTNERS, LLC	7,6577,657	$450,325	—	ADD 102%
88	CX Institutional	7,6407,640	$449,000	—	TRIM -5%
89	Henrickson Nauta Wealth Advisors, Inc.	7,1787,178	$422,148	—	TRIM -50%
90	East Coast Asset Management, LLC.	7,1017,101	$417,629	—	—
91	Kestra Advisory Services, LLC	7,0577,057	$415,040	—	ADD 96%
92	JONES FINANCIAL COMPANIES LLLP	7,2817,281	$414,859	—	ADD 15%
93	Boltwood Capital Management	6,7006,700	$394,027	—	ADD 10%
94	US BANCORP \DE\	6,5396,539	$384,559	—	—
95	EWA, LLC	6,3776,377	$375,031	—	—
96	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6,3176,317	$372,400	—	TRIM -6%
97	J. Safra Sarasin Holding AG	5,7685,768	$331,777	—	ADD 23%
98	ASSETMARK, INC	5,5975,597	$329,160	—	TRIM -2%
99	AQR CAPITAL MANAGEMENT LLC	5,4965,496	$316,142	—	—
100	EXENCIAL WEALTH ADVISORS, LLC	5,3045,304	$311,929	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

1.8M

2.1M

2.0M

2.1M

$124M

1607 Capital Partners, LLC

802K

747K

691K

634K

1.5M

1.3M

$77M

Fisher Asset Management, LLC

18K

13K

1.3M

1.2M

1.1M

$66M

MORGAN STANLEY

766K

742K

827K

936K

1000K

1.1M

$62M

Allspring Global Investments Holdings, LLC

999K

1.2M

1.1M

1.2M

951K

$56M

UBS Group AG

284K

248K

357K

388K

898K

$53M

Vontobel Holding Ltd.

661K

651K

706K

668K

674K

661K

$39M

Millburn Ridgefield LLC /DE/

471K

447K

471K

501K

541K

$32M

Catalyst Capital Advisors LLC

471K

447K

471K

501K

541K

$32M

BlackRock, Inc.

2.7M

2.3M

1.6M

888K

1.5M

502K

$30M

FLOW TRADERS U.S. LLC

125K

—

15K

12K

29K

453K

$27M

Trajan Wealth LLC

278K

271K

323K

318K

316K

323K

$19M

JPMORGAN CHASE & CO

603K

551K

300K

1.5M

671K

322K

$19M

GenTrust, LLC

24K

25K

279K

273K

290K

303K

$18M

Lido Advisors, LLC

—

44K

112K

114K

294K

$17M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	186	14,936,694	—	$876M
2025-Q4	189	15,562,168	—	$932M
2025-Q3	173	14,428,832	—	$797M
2025-Q2	169	14,199,873	—	$778M
2025-Q1	155	13,165,530	—	$681M
2024-Q4	144	14,571,611

Short interest has its own tab now — open SI →

EWL☆

Institutional ownership· 13F filers holding EWL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding EWL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

EWL