Institutional shares held 8.09 Million
0 calls
0 puts
Total value of holdings $543M
$0 calls
$0 puts
# of Institutions 193


Latest Institutional Activity in EWX

Top Purchases

Q4 2025
Assetmark, Inc Shares Held: 450K ($30.2M)
Q4 2025
Ntv Asset Management LLC Shares Held: 32.7K ($2.19M)
Q4 2025
Brady Martz Wealth Solutions, LLC Shares Held: 29.4K ($1.98M)
Q4 2025
N.E.W. Advisory Services LLC Shares Held: 101K ($6.79M)
Q4 2025
Vision Point Advisory Group, LLC Shares Held: 13.3K ($892K)

Top Sells

Q4 2025
Cyr Financial Inc. Shares Held: 11.3K ($759K)
Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 183K ($12.3M)
Q4 2025
Optima Capital LLC Shares Held: 6.27K ($421K)
Q4 2025
Bip Wealth, LLC Shares Held: 95.6K ($6.42M)
Q4 2025
Merit Financial Group, LLC Shares Held: 36.1K ($2.43M)

About EWX

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