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Funds Holding EWD

On this page, we present all of the funds holding EWD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EWD, with a link to that fund's top holdings. The next columns indicate the amount of EWD stock held by each of the funds holding EWD, followed by the EWD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 74 funds holding EWD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding EWD), click the fund name in the "Holder" column of the funds-holding-EWD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE629,825$24,859 12/31/2023
     EWD629,825$24,859 12/31/2023
Wellington Management Group LLP284,522$11,230 12/31/2023
     EWD284,522$11,230 12/31/2023
Ameriprise Financial Inc.250,137$9,870 12/31/2023
     EWD250,137$9,870 12/31/2023
Marotta Asset Management219,389$8,767 03/31/2024
     EWD219,389$8,767 03/31/2024
Syon Capital LLC214,711$8,475 12/31/2023
     EWD214,711$8,475 12/31/2023
LPL Financial LLC206,962$8,169 12/31/2023
     EWD206,962$8,169 12/31/2023
Flow Traders U.S. LLC183,950$7,261 12/31/2023
     EWD183,950$7,261 12/31/2023
Main Management ETF Advisors LLC165,115$6,517 12/31/2023
     EWD165,115$6,517 12/31/2023
Morgan Stanley146,393$5,778 12/31/2023
     EWD146,393$5,778 12/31/2023
Jane Street Group LLC130,109$5,135 12/31/2023
     EWD130,109$5,135 12/31/2023
UBS Group AG97,516$3,849 12/31/2023
     EWD97,516$3,849 12/31/2023
Cambridge Investment Research Advisors Inc.87,290$3,445 12/31/2023
     EWD87,290$3,445 12/31/2023
OLD Mission Capital LLC86,080$3,398 12/31/2023
     EWD86,080$3,398 12/31/2023
Evergreen Capital Management LLC66,493$2,624 12/31/2023
     EWD66,493$2,624 12/31/2023
HighTower Advisors LLC64,506$2,557 12/31/2023
     EWD64,506$2,557 12/31/2023
Mirae Asset Global Investments Co. Ltd.57,600$2,273 12/31/2023
     EWD57,600$2,273 12/31/2023
Rhumbline Advisers42,600$1,681 12/31/2023
     EWD42,600$1,681 12/31/2023
Innealta Capital LLC42,558$1,680 12/31/2023
     EWD42,558$1,680 12/31/2023
Bridgewater Advisors Inc.33,385$1,318 12/31/2023
     EWD33,385$1,318 12/31/2023
BlackRock Inc.32,347$1,277 12/31/2023
     EWD32,347$1,277 12/31/2023
Caxton Associates LP28,645$1,131 12/31/2023
     EWD28,645$1,131 12/31/2023
Proquility Private Wealth Partners LLC19,908$786 12/31/2023
     EWD19,908$786 12/31/2023
Integrated Wealth Concepts LLC19,784$781 12/31/2023
     EWD19,784$781 12/31/2023
Mount Lucas Management LP18,749$740 12/31/2023
     EWD18,749$740 12/31/2023
Royal Bank of Canada18,643$736 12/31/2023
     EWD18,643$736 12/31/2023
Hsbc Holdings PLC15,781$623 12/31/2023
     EWD15,781$623 12/31/2023
Idaho Trust Bank14,882$587 12/31/2023
     EWD14,882$587 12/31/2023
Millennium Management LLC13,394$529 12/31/2023
     EWD13,394$529 12/31/2023
Vontobel Holding Ltd.13,320$526 12/31/2023
     EWD13,320$526 12/31/2023
Sunbelt Securities Inc.12,160$486 03/31/2024
     EWD12,160$486 03/31/2024
EHP Funds Inc.12,000$474 12/31/2023
     EWD12,000$474 12/31/2023
The PNC Financial Services Group Inc.11,965$472 12/31/2023
     EWD11,965$472 12/31/2023
JPMorgan Chase & Co.11,368$449 12/31/2023
     EWD11,368$449 12/31/2023
Wells Fargo & Company MN10,321$407 12/31/2023
     EWD10,321$407 12/31/2023
Citadel Advisors LLC $353 12/31/2023
     EWD10,636$420 12/31/2023
     Put2,100$83 12/31/2023
     Call400$16 12/31/2023
DRW Securities LLC8,880$350 12/31/2023
     EWD8,880$350 12/31/2023
M&T Bank Corp8,012$316 12/31/2023
     EWD8,012$316 12/31/2023
Brookstone Capital Management7,500$300 03/31/2024
     EWD7,500$300 03/31/2024
Citigroup Inc.6,489$256 12/31/2023
     EWD6,489$256 12/31/2023
Viewpoint Capital Management LLC5,679$227 03/31/2024
     EWD5,679$227 03/31/2024
Goldman Sachs Group Inc.5,146$203 12/31/2023
     EWD5,146$203 12/31/2023
Glass Jacobson Investment Advisors llc3,200$126 12/31/2023
     EWD3,200$126 12/31/2023
AlphaCentric Advisors LLC3,072$121 12/31/2023
     EWD3,072$121 12/31/2023
Steward Partners Investment Advisory LLC1,674$66 12/31/2023
     EWD1,674$66 12/31/2023
Versant Capital Management Inc1,200$48 03/31/2024
     EWD1,200$48 03/31/2024
Global Retirement Partners LLC1,078$39 12/31/2023
     EWD1,078$39 12/31/2023
Main Management LLC929$37 12/31/2023
     EWD929$37 12/31/2023
Montag A & Associates Inc.460$18 12/31/2023
     EWD460$18 12/31/2023
O Shaughnessy Asset Management LLC468$18 12/31/2023
     EWD468$18 12/31/2023
Simplex Trading LLC389$15 12/31/2023
     EWD389$15 12/31/2023
Castleview Partners LLC377$15 12/31/2023
     EWD377$15 12/31/2023
Massmutual Trust Co. FSB ADV335$13 03/31/2024
     EWD335$13 03/31/2024
FMR LLC260$10 12/31/2023
     EWD260$10 12/31/2023
Venturi Wealth Management LLC191$8 12/31/2023
     EWD191$8 12/31/2023
Penserra Capital Management LLC194$7 12/31/2023
     EWD194$7 12/31/2023
Comerica Bank135$5 12/31/2023
     EWD135$5 12/31/2023
Advisory Services Network LLC123$5 12/31/2023
     EWD123$5 12/31/2023
CWM LLC74$3 03/31/2024
     EWD74$3 03/31/2024
Private Trust Co. NA77$3 12/31/2023
     EWD77$3 12/31/2023
Advisor Group Holdings Inc.66$3 12/31/2023
     EWD66$3 12/31/2023
ICA Group Wealth Management LLC85$3 12/31/2023
     EWD85$3 12/31/2023
Harbour Investments Inc.58$2 12/31/2023
     EWD58$2 12/31/2023
Wetzel Investment Advisors Inc.43$2 12/31/2023
     EWD43$2 12/31/2023
Horizon Investments LLC14$1 12/31/2023
     EWD14$1 12/31/2023
Balentine LLC16$1 12/31/2023
     EWD16$1 12/31/2023
Atlas Capital Advisors LLC12$0 03/31/2024
     EWD12$0 03/31/2024
Sound Income Strategies LLC8$0 03/31/2024
     EWD8$0 03/31/2024
Principal Securities Inc.10$0 12/31/2023
     EWD10$0 12/31/2023
Barclays PLC9$0 12/31/2023
     EWD9$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     EWD0$0 12/31/2023
Toronto Dominion Bank9$0 12/31/2023
     EWD9$0 12/31/2023
Lee Financial Co8$0 12/31/2023
     EWD8$0 12/31/2023
NewSquare Capital LLC5$0 12/31/2023
     EWD5$0 12/31/2023
Financial Gravity Asset Management Inc.0$0 12/31/2023
     EWD0$0 12/31/2023
Covestor Ltd10$0 12/31/2023
     EWD10$0 12/31/2023

See Summary: Institutional Holders of EWD
See Details: Top 10 Hedge Funds Holding EWD
Also See: EWD Holdings Changes

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