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This page summarizes the EWX 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 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EWX Share Count |
|---|
| Private Trust Co. NA |
148 |
362 |
+214 |
+144.59% |
| Apella Capital LLC |
56,828 |
66,575 |
+9,747 |
+17.15% |
| WealthCare Investment Partners LLC |
7,365 |
8,338 |
+973 |
+13.21% |
| Cambridge Investment Research Advisors Inc. |
28,488 |
32,058 |
+3,570 |
+12.53% |
| Wealthfront Advisers LLC |
4,581 |
5,129 |
+548 |
+11.96% |
| Spire Wealth Management |
11,130 |
12,060 |
+930 |
+8.36% |
| Venturi Wealth Management LLC |
103,850 |
111,988 |
+8,138 |
+7.84% |
| Checchi Capital Advisers LLC |
55,765 |
58,209 |
+2,444 |
+4.38% |
| Wealthcare Advisory Partners LLC |
5,577 |
5,734 |
+157 |
+2.82% |
| 4Thought Financial Group Inc. |
441 |
448 |
+7 |
+1.59% |
| Maryland Capital Advisors Inc. |
18,818 |
19,114 |
+296 |
+1.57% |
| 180 Wealth Advisors LLC |
6,881 |
6,986 |
+105 |
+1.53% |
| Affinity Wealth Management LLC |
324,811 |
327,813 |
+3,002 |
+0.92% |
| Pure Financial Advisors Inc. |
93,143 |
93,648 |
+505 |
+0.54% |
| 13F Filers Reporting New Positions In EWX |
|---|
| NBC Securities Inc. |
0 |
11 |
+11 |
+100% |
| Raymond James Financial Services Advisors Inc. |
0 |
6,220 |
+6,220 |
+100% |
| CWM LLC |
0 |
176 |
+176 |
+100% |
| Mason & Associates Inc |
0 |
57,483 |
+57,483 |
+100% |
| HF Advisory Group LLC |
0 |
3,936 |
+3,936 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Essex Financial Services Inc. |
13,230 |
13,230 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
841 |
841 |
UNCH |
0.00% |
| Sequent Asset Management LLC |
3,784 |
3,784 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
29 |
29 |
UNCH |
0.00% |
| Montis Financial LLC |
4,062 |
4,062 |
UNCH |
0.00% |
| Crestone Asset Management LLC |
31,400 |
31,400 |
UNCH |
0.00% |
| Daymark Wealth Partners LLC |
4,000 |
4,000 |
UNCH |
0.00% |
| 13F Filers Decreasing EWX Share Count |
|---|
| Bank of New York Mellon Corp |
25,376 |
4,368 |
-21,008 |
-82.79% |
| Global Retirement Partners LLC |
945 |
189 |
-756 |
-80.00% |
| Allworth Financial LP |
1,757 |
1,532 |
-225 |
-12.81% |
| Massmutual Trust Co. FSB ADV |
5,324 |
5,004 |
-320 |
-6.01% |
| Falcon Wealth Planning |
4,239 |
4,027 |
-212 |
-5.00% |
| Omega Financial Group LLC |
12,271 |
11,764 |
-507 |
-4.13% |
| Raymond James & Associates |
7,103 |
6,876 |
-227 |
-3.20% |
| N.E.W. Advisory Services LLC |
170,146 |
165,589 |
-4,557 |
-2.68% |
| Asset Dedication LLC |
191 |
187 |
-4 |
-2.09% |
| SNS Financial Group LLC |
8,815 |
8,635 |
-180 |
-2.04% |
| Financial Strategies Group Inc. |
35,586 |
34,944 |
-642 |
-1.80% |
| Kathleen S. Wright Associates Inc. |
26,933 |
26,509 |
-424 |
-1.57% |
| First Horizon Advisors Inc. |
6,359 |
6,309 |
-50 |
-0.79% |
| Stratos Wealth Partners LTD. |
37,479 |
37,424 |
-55 |
-0.15% |
| 13F Filers Exiting EWX |
|---|
| Rise Advisors LLC |
111 |
0 |
-111 |
-100.00% |
| Tennessee Valley Asset Management Partners |
27 |
0 |
-27 |
-100.00% |
| Walkner Condon Financial Advisors LLC |
4,648 |
0 |
-4,648 |
-100.00% |
| Parcion Private Wealth LLC |
7,256 |
0 |
-7,256 |
-100.00% |
| Pacifica Partners Inc. |
35 |
0 |
-35 |
-100.00% |
| Prestige Wealth Management Group LLC |
21 |
0 |
-21 |
-100.00% |
See Summary: Institutional Holders of EWX
See Details: Top 10 Hedge Funds Holding EWX
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