Institutional Holders (2026 Q2)
122 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EWH. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Vertex Investment Solutions Co., Ltd. | 1.10% | 77,400 | $1.6M |
| 2 | Dv Equities, LLC | 0.58% | 193,297 | $4.0M |
| 3 | Innealta Capital, LLC | 0.45% | 40,610 | $850K |
| 4 | Journey Advisory Group, LLC | 0.44% | 276,964 | $5.8M |
| 5 | Sharper & Granite LLC | 0.41% | 62,577 | $1.3M |
| 6 | Millburn Ridgefield LLC /DE/ | 0.35% | 883,137 | $18.5M |
| 7 | Catalyst Capital Advisors LLC | 0.31% | 883,137 | $18.5M |
| 8 | Pekin Hardy Strauss, Inc. | 0.28% | 154,041 | $3.2M |
| 9 | Guidance Capital, Inc | 0.27% | 57,696 | $1.3M |
| 10 | Bank Julius Baer & Co. Ltd, Zurich | 0.26% | 4,732,065 | $99.6M |
| 11 | Rahlfs Capital, LLC | 0.22% | 14,300 | $299K |
| 12 | Upper Left Wealth Management, LLC | 0.19% | 16,495 | $345K |
| 13 | Legacy Capital Group California, Inc. | 0.17% | 26,799 | $561K |
| 14 | Idaho Trust Co | 0.16% | 26,789 | $560K |
| 15 | Castlekeep Investment Advisors LLC | 0.14% | 13,742 | $287K |
| 16 | Gould Asset Management LLC /Ca/ | 0.14% | 43,046 | $901K |
| 17 | Korea Investment CORP | 0.12% | 3,094,035 | $64.7M |
| 18 | Contravisory Investment Management, INC. | 0.10% | 27,049 | $566K |
| 19 | Outlook Wealth Advisors, LLC | 0.08% | 17,137 | $360K |
| 20 | USA Financial Formulas | 0.06% | 16,542 | $346K |
| 21 | Trek Financial, LLC | 0.06% | 60,089 | $1.3M |
| 22 | Old Mission Capital LLC | 0.05% | 157,880 | $3.3M |
| 23 | Evergreen Capital Management LLC | 0.05% | 138,318 | $2.9M |
| 24 | Viewpoint Capital Management LLC | 0.05% | 4,241 | $89K |
| 25 | Two Sigma Securities, LLC | 0.04% | 22,212 | $465K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|