There is a long list of 150 institutional holders of EWX within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EWX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EWX table below, the initial column indicates the name of each top institutional holder of EWX, with a link to that fund's top holdings. The next columns indicate the amount of EWX stock held by each of the institutional holders of EWX, followed by the EWX position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Creative Planning	3,974,825	$224,419	12/31/2023
EWX	3,974,825	$224,419	12/31/2023
New York Life Investment Management LLC	1,804,367	$101,875	12/31/2023
EWX	1,804,367	$101,875	12/31/2023
Bank of America Corp DE	647,828	$36,576	12/31/2023
EWX	647,828	$36,576	12/31/2023
Waddell & Associates LLC	569,090	$32,131	12/31/2023
EWX	569,090	$32,131	12/31/2023
Affinity Wealth Management LLC	327,813	$18,292	03/31/2024
EWX	327,813	$18,292	03/31/2024
Mariner LLC	287,840	$16,251	12/31/2023
EWX	287,840	$16,251	12/31/2023
Morgan Stanley	201,787	$11,393	12/31/2023
EWX	201,787	$11,393	12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management	188,853	$10,663	12/31/2023
EWX	188,853	$10,663	12/31/2023
LPL Financial LLC	180,159	$10,172	12/31/2023
EWX	180,159	$10,172	12/31/2023
N.E.W. Advisory Services LLC	170,146	$9,607	12/31/2023
EWX	170,146	$9,607	12/31/2023
Victory Capital Management Inc.	164,766	$9,303	12/31/2023
EWX	164,766	$9,303	12/31/2023
Wells Fargo & Company MN	138,909	$7,843	12/31/2023
EWX	138,909	$7,843	12/31/2023
Great Point Wealth Advisors LLC	138,269	$7,807	12/31/2023
EWX	138,269	$7,807	12/31/2023
Ameriprise Financial Inc.	103,871	$5,867	12/31/2023
EWX	103,871	$5,867	12/31/2023
Venturi Wealth Management LLC	103,850	$5,863	12/31/2023
EWX	103,850	$5,863	12/31/2023
Pure Financial Advisors Inc.	93,648	$5,226	03/31/2024
EWX	93,648	$5,226	03/31/2024
We Are One Seven LLC	88,301	$4,985	12/31/2023
EWX	88,301	$4,985	12/31/2023
BIP Wealth LLC	86,212	$4,868	12/31/2023
EWX	86,212	$4,868	12/31/2023
WESCAP Management Group Inc.	76,158	$4,300	12/31/2023
EWX	76,158	$4,300	12/31/2023
Transamerica Financial Advisors Inc.	74,608	$4,213	12/31/2023
EWX	74,608	$4,213	12/31/2023
Redhawk Wealth Advisors Inc.	67,851	$3,831	12/31/2023
EWX	67,851	$3,831	12/31/2023
Apella Capital LLC	66,575	$3,828	03/31/2024
EWX	66,575	$3,828	03/31/2024
Tortoise Investment Management LLC	60,918	$3,439	12/31/2023
EWX	60,918	$3,439	12/31/2023
Checchi Capital Advisers LLC	55,765	$3,148	12/31/2023
EWX	55,765	$3,148	12/31/2023
WealthPLAN Partners LLC	52,994	$2,992	12/31/2023
EWX	52,994	$2,992	12/31/2023
RPg Family Wealth Advisory LLC	48,819	$2,756	12/31/2023
EWX	48,819	$2,756	12/31/2023
Sepio Capital LP	44,723	$2,525	12/31/2023
EWX	44,723	$2,525	12/31/2023
Martin & Co. Inc. TN	42,383	$2,393	12/31/2023
EWX	42,383	$2,393	12/31/2023
Envestnet Asset Management Inc.	41,430	$2,339	12/31/2023
EWX	41,430	$2,339	12/31/2023
Equitable Holdings Inc.	40,315	$2,276	12/31/2023
EWX	40,315	$2,276	12/31/2023
Cabot Wealth Management Inc.	39,196	$2,213	12/31/2023
EWX	39,196	$2,213	12/31/2023
Resources Investment Advisors LLC.	38,600	$2,179	12/31/2023
EWX	38,600	$2,179	12/31/2023
Financial Advocates Investment Management	38,178	$2,141	12/31/2023
EWX	38,178	$2,141	12/31/2023
CarsonAllaria Wealth Management Ltd.	37,926	$2,141	12/31/2023
EWX	37,926	$2,141	12/31/2023
Stratos Wealth Partners LTD.	37,424	$2,088	03/31/2024
EWX	37,424	$2,088	03/31/2024
Merriman Wealth Management LLC	35,744	$2,018	12/31/2023
EWX	35,744	$2,018	12/31/2023
Financial Strategies Group Inc.	34,944	$2,009	03/31/2024
EWX	34,944	$2,009	03/31/2024
Texas Yale Capital Corp.	32,559	$1,838	12/31/2023
EWX	32,559	$1,838	12/31/2023
CIBC World Markets Inc.	31,454	$1,776	12/31/2023
EWX	31,454	$1,776	12/31/2023
Crestone Asset Management LLC	31,400	$1,773	12/31/2023
EWX	31,400	$1,773	12/31/2023
AE Wealth Management LLC	31,602	$1,736	12/31/2023
EWX	31,602	$1,736	12/31/2023
Cambridge Investment Research Advisors Inc.	28,488	$1,608	12/31/2023
EWX	28,488	$1,608	12/31/2023
Johnson Financial Group LLC	27,106	$1,530	12/31/2023
EWX	27,106	$1,530	12/31/2023
Kathleen S. Wright Associates Inc.	26,509	$1,479	03/31/2024
EWX	26,509	$1,479	03/31/2024
Bank of New York Mellon Corp	25,376	$1,433	12/31/2023
EWX	25,376	$1,433	12/31/2023
Royal Bank of Canada	24,276	$1,369	12/31/2023
EWX	24,276	$1,369	12/31/2023
Advisor Group Holdings Inc.	21,699	$1,225	12/31/2023
EWX	21,699	$1,225	12/31/2023
Twin Focus Capital Partners LLC	21,670	$1,224	12/31/2023
EWX	21,670	$1,224	12/31/2023
JPMorgan Chase & Co.	20,965	$1,184	12/31/2023
EWX	20,965	$1,184	12/31/2023
Maryland Capital Advisors Inc.	19,114	$1,067	03/31/2024
EWX	19,114	$1,067	03/31/2024

See All: Funds Holding EWX
See Details: Top 10 Hedge Funds Holding EWX
Also See: EWX Holdings Changes

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