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This page summarizes the EWSC holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2021 period, comparing share count change from 9/30/2021 to 12/31/2021.
Share count is compared over these two periods to provide an indication of whether EWSC 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 | 9/30/2021
Share Count | 12/31/2021
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EWSC Share Count |
|---|
| Capital Advisors Ltd. LLC |
668 |
3,058 |
+2,390 |
+357.78% |
| Flow Traders U.S. LLC |
12,156 |
20,495 |
+8,339 |
+68.60% |
| LPL Financial LLC |
58,103 |
69,890 |
+11,787 |
+20.29% |
| Advisor Group Holdings Inc. |
1,672 |
2,009 |
+337 |
+20.16% |
| Raymond James Financial Services Advisors Inc. |
12,444 |
14,800 |
+2,356 |
+18.93% |
| Steward Partners Investment Advisory LLC |
3,302 |
3,656 |
+354 |
+10.72% |
| Wealthcare Advisory Partners LLC |
4,721 |
4,945 |
+224 |
+4.74% |
| UBS Group AG |
30,798 |
31,428 |
+630 |
+2.05% |
| Bank of Montreal Can |
15,005 |
15,069 |
+64 |
+0.43% |
| 13F Filers Reporting New Positions In EWSC |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Citadel Advisors LLC |
0 |
38,172 |
+38,172 |
+100% |
| Redmond Asset Management LLC |
0 |
10,037 |
+10,037 |
+100% |
| Western Wealth Management LLC |
0 |
5,778 |
+5,778 |
+100% |
| Red Door Wealth Management LLC |
0 |
3,751 |
+3,751 |
+100% |
| Snowden Capital Advisors LLC |
0 |
600 |
+600 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Jones Financial Companies Lllp |
324 |
324 |
UNCH |
0.00% |
| Clearstead Advisors LLC |
1,813 |
1,813 |
UNCH |
0.00% |
| Royal Bank of Canada |
955 |
955 |
UNCH |
0.00% |
| Susquehanna International Group LLP |
4,236 |
4,236 |
UNCH |
0.00% |
| Aptus Capital Advisors LLC |
164 |
164 |
UNCH |
0.00% |
| Wambolt & Associates LLC |
3,805 |
3,805 |
UNCH |
0.00% |
| Tradition Wealth Management LLC |
40 |
40 |
UNCH |
0.00% |
| 13F Filers Decreasing EWSC Share Count |
|---|
| HighTower Advisors LLC |
37,766 |
13,756 |
-24,010 |
-63.58% |
| Stifel Financial Corp |
40,539 |
18,745 |
-21,794 |
-53.76% |
| Wells Fargo & Company MN |
2 |
1 |
-1 |
-50.00% |
| James Investment Research Inc. |
25,581 |
22,013 |
-3,568 |
-13.95% |
| Commonwealth Equity Services LLC |
11,354 |
9,995 |
-1,359 |
-11.97% |
| Asset Dedication LLC |
8,767 |
7,884 |
-883 |
-10.07% |
| Morgan Stanley |
150,418 |
145,050 |
-5,368 |
-3.57% |
| Harbour Investments Inc. |
517 |
500 |
-17 |
-3.29% |
| Raymond James & Associates |
3,151 |
3,086 |
-65 |
-2.06% |
| 13F Filers Exiting EWSC |
|---|
| Arkadios Wealth Advisors |
335 |
0 |
-335 |
-100.00% |
| AE Wealth Management LLC |
33,034 |
0 |
-33,034 |
-100.00% |
| Institutional & Family Asset Management LLC |
5,795 |
0 |
-5,795 |
-100.00% |
| Cetera Advisor Networks LLC |
7,009 |
0 |
-7,009 |
-100.00% |
| National Asset Management Inc. |
2,613 |
0 |
-2,613 |
-100.00% |
| Cambridge Investment Research Advisors Inc. |
15,454 |
0 |
-15,454 |
-100.00% |
| Lincoln National Corp |
17,979 |
0 |
-17,979 |
-100.00% |
See Summary: Institutional Holders of EWSC
See Details: Top 10 Hedge Funds Holding EWSC
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