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EWX Holdings Changes image
This page summarizes the EWX holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether EWX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing EWX Share Count
AdvisorNet Financial Inc 7 841 +834 +11914.29%
Cambridge Investment Research Advisors Inc. 6,058 28,488 +22,430 +370.25%
Johnson Financial Group LLC 8,073 27,106 +19,033 +235.76%
Envestnet Asset Management Inc. 13,151 41,430 +28,279 +215.03%
Stratos Wealth Partners LTD. 12,397 37,479 +25,082 +202.32%
FMR LLC 230 683 +453 +196.96%
Comerica Bank 2,766 7,760 +4,994 +180.55%
The PNC Financial Services Group Inc. 208 526 +318 +152.88%
TD Capital Management LLC 359 848 +489 +136.21%
Tower Research Capital LLC TRC 2 4 +2 +100.00%
MML Investors Services LLC 8,633 16,823 +8,190 +94.87%
Ameriprise Financial Inc. 60,472 103,871 +43,399 +71.77%
We Are One Seven LLC 54,754 88,301 +33,547 +61.27%
AE Wealth Management LLC 19,918 31,602 +11,684 +58.66%
UBS Group AG 11,790 17,909 +6,119 +51.90%
Baird Financial Group Inc. 10,139 15,178 +5,039 +49.70%
Aptus Capital Advisors LLC 257 379 +122 +47.47%
Commonwealth Equity Services LLC 12,442 17,932 +5,490 +44.12%
Northwestern Mutual Wealth Management Co. 1,551 2,182 +631 +40.68%
Apella Capital LLC 40,533 56,828 +16,295 +40.20%
Hancock Whitney Corp 11,064 15,484 +4,420 +39.95%
Vista Investment Management 14,153 18,489 +4,336 +30.64%
WealthCare Investment Partners LLC 5,690 7,365 +1,675 +29.44%
BIP Wealth LLC 71,969 86,212 +14,243 +19.79%
Royal Bank of Canada 20,302 24,276 +3,974 +19.57%
Texas Yale Capital Corp. 27,459 32,559 +5,100 +18.57%
Shore Point Advisors LLC 7,370 8,721 +1,351 +18.33%
Bank of New York Mellon Corp 21,763 25,376 +3,613 +16.60%
Camelot Portfolios LLC 15,311 17,846 +2,535 +16.56%
Bank of America Corp DE 565,511 647,828 +82,317 +14.56%
Raymond James & Associates 6,393 7,103 +710 +11.11%
CIBC World Markets Inc. 28,629 31,454 +2,825 +9.87%
Kathleen S. Wright Associates Inc. 25,575 26,933 +1,358 +5.31%
Sepio Capital LP 42,523 44,723 +2,200 +5.17%
Thoroughbred Financial Services LLC 7,352 7,730 +378 +5.14%
CI Private Wealth LLC 9,246 9,699 +453 +4.90%
Spire Wealth Management 10,642 11,130 +488 +4.59%
Mariner LLC 277,287 287,840 +10,553 +3.81%
Wells Fargo & Company MN 134,009 138,909 +4,900 +3.66%
JPMorgan Chase & Co. 20,269 20,965 +696 +3.43%
Morgan Stanley 196,271 201,787 +5,516 +2.81%
WealthPLAN Partners LLC 51,585 52,994 +1,409 +2.73%
Pure Financial Advisors Inc. 90,904 93,143 +2,239 +2.46%
Rise Advisors LLC 109 111 +2 +1.83%
Montag A & Associates Inc. 550 559 +9 +1.64%
Maryland Capital Advisors Inc. 18,561 18,818 +257 +1.38%
Regal Investment Advisors LLC 11,437 11,586 +149 +1.30%
Affinity Wealth Management LLC 320,783 324,811 +4,028 +1.26%
Index Fund Advisors Inc. 9,421 9,535 +114 +1.21%
Creative Planning 3,928,544 3,974,825 +46,281 +1.18%
Global Retirement Partners LLC 934 945 +11 +1.18%
Waddell & Associates LLC 562,517 569,090 +6,573 +1.17%
Beaird Harris Wealth Management LLC 1,183 1,196 +13 +1.10%
Harbour Investments Inc. 775 782 +7 +0.90%
New York Life Investment Management LLC 1,792,820 1,804,367 +11,547 +0.64%
Venturi Wealth Management LLC 103,264 103,850 +586 +0.57%
Smith Moore & CO. 16,559 16,622 +63 +0.38%
Twin Focus Capital Partners LLC 21,602 21,670 +68 +0.31%
Advisory Services Network LLC 17,103 17,123 +20 +0.12%
Cassaday & Co Wealth Management LLC 15,039 15,050 +11 +0.07%
13F Filers Reporting New Positions In EWX
Principal Securities Inc. 0 2,106 +2,106 +100%
Citigroup Inc. 0 18 +18 +100%
Valmark Advisers Inc. 0 7,937 +7,937 +100%
Citadel Advisors LLC 0 5,589 +5,589 +100%
O Shaughnessy Asset Management LLC 0 2,147 +2,147 +100%
Sequent Asset Management LLC 0 3,784 +3,784 +100%
Cetera Advisors LLC 0 5,558 +5,558 +100%
Cetera Advisor Networks LLC 0 5,245 +5,245 +100%
Redhawk Wealth Advisors Inc. 0 67,851 +67,851 +100%
Baystate Wealth Management LLC 0 44 +44 +100%
Private Advisor Group LLC 0 5,518 +5,518 +100%
Merriman Wealth Management LLC 0 35,744 +35,744 +100%
Merit Financial Group LLC 0 14,059 +14,059 +100%
Cetera Investment Advisers 0 11,624 +11,624 +100%
Retirement Group LLC 0 200 +200 +100%
Wealthfront Advisers LLC 0 4,581 +4,581 +100%
Geneos Wealth Management Inc. 0 1,022 +1,022 +100%
JFG Wealth Management LLC 0 12,491 +12,491 +100%
Pacifica Partners Inc. 0 35 +35 +100%
Arkadios Wealth Advisors 0 3,721 +3,721 +100%
Tennessee Valley Asset Management Partners 0 27 +27 +100%
Montis Financial LLC 0 4,062 +4,062 +100%
New Millennium Group LLC 0 8,572 +8,572 +100%
Life Planning Partners Inc 0 6,000 +6,000 +100%
Koesten Hirschmann & Crabtree INC. 0 70 +70 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 1 1 UNCH 0.00%
Proequities Inc. 12 12 UNCH 0.00%
Blair William & Co. IL 1,220 1,220 UNCH 0.00%
Victory Capital Management Inc. 164,766 164,766 UNCH 0.00%
White Pine Capital LLC 6,920 6,920 UNCH 0.00%
Whittier Trust Co. of Nevada Inc. 1,280 1,280 UNCH 0.00%
Private Trust Co. NA 148 148 UNCH 0.00%
Essex Financial Services Inc. 13,230 13,230 UNCH 0.00%
First Horizon Advisors Inc. 6,359 6,359 UNCH 0.00%
Checchi Capital Advisers LLC 55,765 55,765 UNCH 0.00%
GWM Advisors LLC 1,571 1,571 UNCH 0.00%
Integrated Advisors Network LLC 5,139 5,139 UNCH 0.00%
First Command Advisory Services Inc. 18 18 UNCH 0.00%
Qube Research & Technologies Ltd 697 697 UNCH 0.00%
Investors Research Corp 45 45 UNCH 0.00%
Prestige Wealth Management Group LLC 21 21 UNCH 0.00%
Falcon Wealth Planning 4,239 4,239 UNCH 0.00%
Crestone Asset Management LLC 31,400 31,400 UNCH 0.00%
Cassady Schiller Wealth Management LLC 225 225 UNCH 0.00%
Cardiff Park Advisors LLC 1,203 1,203 UNCH 0.00%
Daymark Wealth Partners LLC 4,000 4,000 UNCH 0.00%
Cherry Tree Wealth Management LLC 561 561 UNCH 0.00%
Farther Finance Advisors LLC 1 1 UNCH 0.00%
13F Filers Decreasing EWX Share Count
Resources Management Corp CT ADV 875 56 -819 -93.60%
Walkner Condon Financial Advisors LLC 21,753 4,648 -17,105 -78.63%
Wealthcare Advisory Partners LLC 19,431 5,577 -13,854 -71.30%
Capital Investment Advisory Services LLC 70 29 -41 -58.57%
LPL Financial LLC 305,045 180,159 -124,886 -40.94%
Clearstead Advisors LLC 1,215 765 -450 -37.04%
US Bancorp DE 1,284 827 -457 -35.59%
Advisor Group Holdings Inc. 33,102 21,699 -11,403 -34.45%
MainStreet Investment Advisors LLC 6,999 5,324 -1,675 -23.93%
Massmutual Trust Co. FSB ADV 6,999 5,324 -1,675 -23.93%
Parcion Private Wealth LLC 9,138 7,256 -1,882 -20.60%
Allworth Financial LP 2,083 1,757 -326 -15.65%
Asset Dedication LLC 222 191 -31 -13.96%
Transamerica Financial Advisors Inc. 86,262 74,608 -11,654 -13.51%
Resources Investment Advisors LLC. 44,259 38,600 -5,659 -12.79%
Equitable Holdings Inc. 44,227 40,315 -3,912 -8.85%
Alesco Advisors LLC 17,973 16,598 -1,375 -7.65%
Omega Financial Group LLC 13,125 12,271 -854 -6.51%
Sowell Financial Services LLC 11,699 10,952 -747 -6.39%
Buckingham Strategic Wealth LLC 7,550 7,161 -389 -5.15%
Austin Wealth Management LLC 14,312 13,709 -603 -4.21%
Sound Stewardship LLC 10,285 9,862 -423 -4.11%
Bank of Montreal Can 1,046 1,007 -39 -3.73%
SNS Financial Group LLC 9,130 8,815 -315 -3.45%
Addison Advisors LLC 8,185 7,905 -280 -3.42%
Financial Advocates Investment Management 39,346 38,178 -1,168 -2.97%
Martin & Co. Inc. TN 43,622 42,383 -1,239 -2.84%
WESCAP Management Group Inc. 78,239 76,158 -2,081 -2.66%
Great Point Wealth Advisors LLC 141,968 138,269 -3,699 -2.61%
Tortoise Investment Management LLC 62,008 60,918 -1,090 -1.76%
Cresset Asset Management LLC 8,496 8,356 -140 -1.65%
180 Wealth Advisors LLC 6,991 6,881 -110 -1.57%
RPg Family Wealth Advisory LLC 49,525 48,819 -706 -1.43%
Atomi Financial Group Inc. 5,798 5,733 -65 -1.12%
Whittier Trust Co. 6,358 6,302 -56 -0.88%
National Asset Management Inc. 16,445 16,335 -110 -0.67%
N.E.W. Advisory Services LLC 171,037 170,146 -891 -0.52%
Financial Strategies Group Inc. 35,769 35,586 -183 -0.51%
Rehmann Capital Advisory Group 5,005 4,980 -25 -0.50%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 189,510 188,853 -657 -0.35%
CarsonAllaria Wealth Management Ltd. 38,032 37,926 -106 -0.28%
4Thought Financial Group Inc. 442 441 -1 -0.23%
Cabot Wealth Management Inc. 39,278 39,196 -82 -0.21%
13F Filers Exiting EWX
Watershed Private Wealth LLC 5,420 0 -5,420 -100.00%
WealthPlan Investment Management LLC 51,585 0 -51,585 -100.00%
Marion Wealth Management 24,114 0 -24,114 -100.00%
Hexagon Capital Partners LLC 177 0 -177 -100.00%
Kingsview Wealth Management LLC 19,478 0 -19,478 -100.00%
Cary Street Partners Investment Advisory LLC 20 0 -20 -100.00%
Moss Adams Wealth Advisors LLC 733 0 -733 -100.00%
CWM LLC 10 0 -10 -100.00%
Virtu Financial LLC 6,851 0 -6,851 -100.00%
Wealthcare Capital Management LLC 4,542 0 -4,542 -100.00%
OLD Mission Capital LLC 20,663 0 -20,663 -100.00%
Susquehanna International Group LLP 12,804 0 -12,804 -100.00%
Baker Avenue Asset Management LP 1,362 0 -1,362 -100.00%
NBC Securities Inc. 11 0 -11 -100.00%
Sei Investments Co. 10,981 0 -10,981 -100.00%

See Summary: Institutional Holders of EWX
See Details: Top 10 Hedge Funds Holding EWX

EWX Holdings Changes | www.HoldingsChannel.com

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