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This page summarizes the EWG holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EWG 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EWG Share Count |
|---|
| CWM LLC |
155 |
655 |
+500 |
+322.58% |
| Cambridge Investment Research Advisors Inc. |
8,760 |
25,286 |
+16,526 |
+188.65% |
| Commonwealth Equity Services LLC |
14,753 |
37,928 |
+23,175 |
+157.09% |
| CX Institutional |
351,665 |
476,347 |
+124,682 |
+35.45% |
| CAPROCK Group Inc. |
15,709 |
16,120 |
+411 |
+2.62% |
| Boothe Investment Group Inc. |
54,098 |
54,145 |
+47 |
+0.09% |
| 13F Filers Reporting New Positions In EWG |
|---|
| Janney Montgomery Scott LLC |
0 |
22,287 |
+22,287 |
+100% |
| Atlas Capital Advisors LLC |
0 |
32 |
+32 |
+100% |
| Simplex Trading LLC |
0 |
21,227 |
+21,227 |
+100% |
| Mather Group LLC. |
0 |
53 |
+53 |
+100% |
| Sunbelt Securities Inc. |
0 |
11,508 |
+11,508 |
+100% |
| Donald L. Hagan LLC |
0 |
7,457 |
+7,457 |
+100% |
| Mutual Advisors LLC |
0 |
40,332 |
+40,332 |
+100% |
| Columbus Macro LLC |
0 |
51,694 |
+51,694 |
+100% |
| Geneos Wealth Management Inc. |
0 |
80,427 |
+80,427 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
583 |
+583 |
+100% |
| Fortis Group Advisors LLC |
0 |
124,774 |
+124,774 |
+100% |
| Onyx Bridge Wealth Group LLC |
0 |
150,998 |
+150,998 |
+100% |
| Strategic Financial Concepts LLC |
0 |
34,194 |
+34,194 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
100 |
+100 |
+100% |
| Register Financial Advisors LLC |
0 |
100 |
+100 |
+100% |
| Jessup Wealth Management Inc |
0 |
26,469 |
+26,469 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
2,851 |
2,851 |
UNCH |
0.00% |
| Nisa Investment Advisors LLC |
3,900 |
3,900 |
UNCH |
0.00% |
| Securian Asset Management Inc |
448,182 |
448,182 |
UNCH |
0.00% |
| Whittier Trust Co. |
2,031 |
2,031 |
UNCH |
0.00% |
| Hollencrest Capital Management |
48,265 |
48,265 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
3,146 |
3,146 |
UNCH |
0.00% |
| Buffington Mohr McNeal |
7,400 |
7,400 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
400 |
400 |
UNCH |
0.00% |
| Investment Partners Asset Management Inc. |
7,604 |
7,604 |
UNCH |
0.00% |
| Allworth Financial LP |
72 |
72 |
UNCH |
0.00% |
| F&V Capital Management LLC |
23,930 |
23,930 |
UNCH |
0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
983 |
983 |
UNCH |
0.00% |
| Barry Investment Advisors LLC |
26,267 |
26,267 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
25,101 |
25,101 |
UNCH |
0.00% |
| WealthShield Partners LLC |
1,105 |
1,105 |
UNCH |
0.00% |
| Solstein Capital LLC |
133 |
133 |
UNCH |
0.00% |
| Larson Financial Group LLC |
36 |
36 |
UNCH |
0.00% |
| Versant Capital Management Inc |
2,458 |
2,458 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
17,500 |
17,500 |
UNCH |
0.00% |
| PSI Advisors LLC |
49 |
49 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
2,025 |
2,025 |
UNCH |
0.00% |
| American Capital Advisory LLC |
1 |
1 |
UNCH |
0.00% |
| 13F Filers Decreasing EWG Share Count |
|---|
| Private Trust Co. NA |
959 |
561 |
-398 |
-41.50% |
| BNP Paribas Arbitrage SA |
30,648 |
21,250 |
-9,398 |
-30.66% |
| LFA Lugano Financial Advisors SA |
2,998 |
2,223 |
-775 |
-25.85% |
| Allspring Global Investments Holdings LLC |
627,404 |
510,044 |
-117,360 |
-18.71% |
| Tradewinds Capital Management LLC |
38,746 |
33,827 |
-4,919 |
-12.70% |
| Raymond James & Associates |
11,702 |
10,549 |
-1,153 |
-9.85% |
| Global Retirement Partners LLC |
6,395 |
5,809 |
-586 |
-9.16% |
| Banque Cantonale Vaudoise |
5,524 |
5,063 |
-461 |
-8.35% |
| Osborne Partners Capital Management LLC |
10,715 |
9,875 |
-840 |
-7.84% |
| AlphaCentric Advisors LLC |
3,894 |
3,590 |
-304 |
-7.81% |
| Benjamin F. Edwards & Company Inc. |
2,655 |
2,454 |
-201 |
-7.57% |
| Pictet North America Advisors SA |
16,616 |
15,548 |
-1,068 |
-6.43% |
| Etfidea LLC |
8,228 |
7,991 |
-237 |
-2.88% |
| Henrickson Nauta Wealth Advisors Inc. |
10,238 |
9,967 |
-271 |
-2.65% |
| Viewpoint Capital Management LLC |
37,946 |
37,446 |
-500 |
-1.32% |
| Hexagon Capital Partners LLC |
707 |
705 |
-2 |
-0.28% |
| 13F Filers Exiting EWG |
|---|
| McGlone Suttner Wealth Management Inc. |
195 |
0 |
-195 |
-100.00% |
| Granite Bay Wealth Management LLC |
63,000 |
0 |
-63,000 |
-100.00% |
| AFG Fiduciary Services Limited Partnership |
19,506 |
0 |
-19,506 |
-100.00% |
| Spire Wealth Management |
36 |
0 |
-36 |
-100.00% |
| Ronald Blue Trust Inc. |
18 |
0 |
-18 |
-100.00% |
| International Assets Investment Management LLC |
2,969 |
0 |
-2,969 |
-100.00% |
| Tsfg LLC |
221 |
0 |
-221 |
-100.00% |
| Wsfs Capital Management LLC |
7,268 |
0 |
-7,268 |
-100.00% |
| Summit Trail Advisors LLC |
25,000 |
0 |
-25,000 |
-100.00% |
| Gilbert & Cook Inc. |
6,746 |
0 |
-6,746 |
-100.00% |
| Mirae Asset Global Investments Co. Ltd. |
11,700 |
0 |
-11,700 |
-100.00% |
| RiverFront Investment Group LLC |
76,801 |
0 |
-76,801 |
-100.00% |
| Hartford Financial Management Inc. |
366 |
0 |
-366 |
-100.00% |
| NBT Bank N A NY |
40 |
0 |
-40 |
-100.00% |
| Proequities Inc. |
327 |
0 |
-327 |
-100.00% |
See Summary: Institutional Holders of EWG
See Details: Top 10 Hedge Funds Holding EWG
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