EWX Institutional Ownership & Shareholders
SPDR S&P EMERGING MKTS SMALL (EWX) is currently held by 181 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $489.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of EWX tracked by InsiderSet, reporting ownership valued at approximately $116.14M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $106.24M, representing an estimated loss of -8.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed EWX value among the investors covered in this analysis. Major shareholders include Creative Planning, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR S&P EMERGING MKTS SMALL (EWX).
This page ranks the largest institutional EWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
181
Total Reported Value
$489.80M
Largest Holder
Creative Planning
Largest Position
$116.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.06% | 1,633,478 | $116,140,262 | $106,241,409 | -$9,898,853 | -8.52% | |
| Bank Of America Corp | 0.00% | 668,269 | $49,655,764 | $43,464,216 | -$6,191,548 | -12.47% | |
| Morgan Stanley | 0.00% | 355,981 | $26,451,242 | $23,153,004 | -$3,298,238 | -12.47% | |
| Mariner, Llc | 0.03% | 326,605 | $24,268,455 | $21,242,389 | -$3,026,066 | -12.47% | |
| Lpl Financial Llc | 0.00% | 241,315 | $17,930,985 | $15,695,128 | -$2,235,857 | -12.47% | |
| Wells Fargo & Company/Mn | 0.00% | 219,093 | $16,279,798 | $14,249,809 | -$2,029,989 | -12.47% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.18% | 187,704 | $13,345,749 | $12,208,268 | -$1,137,481 | -8.52% | |
| Old Mission Capital Llc | 0.33% | 176,585 | $13,121,183 | $11,485,088 | -$1,636,095 | -12.47% | |
| Victory Capital Management Inc | 0.01% | 164,766 | $12,242,971 | $10,716,381 | -$1,526,590 | -12.47% | |
| Ameriprise Financial Inc | 0.00% | 118,709 | $8,820,729 | $7,720,833 | -$1,099,896 | -12.47% | |
| Pure Financial Advisors, Llc | 0.11% | 112,298 | $8,344,328 | $7,303,862 | -$1,040,466 | -12.47% | |
| Apella Capital, Llc | 0.10% | 111,007 | $7,949,180 | $7,219,895 | -$729,285 | -9.17% | |
| N.E.W. Advisory Services Llc | 0.45% | 89,770 | $6,670,404 | $5,838,641 | -$831,763 | -12.47% | |
| Welch Financial Planning, Llc | 3.80% | 87,734 | $6,519,092 | $5,706,219 | -$812,873 | -12.47% | |
| Bip Wealth, Llc | 0.18% | 91,449 | $6,502,027 | $5,947,843 | -$554,184 | -8.52% | |
| Blackrock, Inc. | 0.00% | 76,054 | $5,651,208 | $4,946,552 | -$704,656 | -12.47% | |
| Wescap Management Group, Inc. | 0.97% | 69,663 | $5,176,381 | $4,530,882 | -$645,499 | -12.47% | |
| Transamerica Financial Advisors, Llc | 0.43% | 67,847 | $5,041,455 | $4,412,769 | -$628,686 | -12.47% | |
| Beacon Pointe Advisors, Llc | 0.02% | 67,611 | $5,023,878 | $4,397,419 | -$626,459 | -12.47% | |
| Checchi Capital Advisers, Llc | 0.28% | 60,127 | $4,467,749 | $3,910,660 | -$557,089 | -12.47% | |
| Rpg Family Wealth Advisory, Llc | 0.77% | 57,195 | $4,249,886 | $3,719,963 | -$529,923 | -12.47% | |
| Risk Paradigm Group, Llc | 3.33% | 57,119 | $4,244,239 | $3,715,020 | -$529,219 | -12.47% | |
| Rebel Financial Llc | 1.73% | 60,209 | $3,981,001 | $3,915,993 | -$65,008 | -1.63% | |
| Waddell & Associates, Llc | 0.19% | 51,981 | $3,862,430 | $3,380,844 | -$481,586 | -12.47% | |
| Tortoise Investment Management, Llc | 0.28% | 49,974 | $3,713,328 | $3,250,309 | -$463,019 | -12.47% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 48,590 | $3,610,490 | $3,160,294 | -$450,196 | -12.47% | |
| Brady Martz Wealth Solutions, Llc | 0.54% | 48,460 | $3,600,830 | $3,151,838 | -$448,992 | -12.47% | |
| Vista Investment Management | 1.08% | 48,283 | $3,587,689 | $3,140,326 | -$447,363 | -12.47% | |
| Sns Financial Group, Llc | 0.07% | 45,681 | $3,394,336 | $2,971,092 | -$423,244 | -12.47% | |
| Equitable Holdings, Inc. | 0.02% | 44,805 | $3,275,917 | $2,914,117 | -$361,800 | -11.04% | |
| Texas Yale Capital Corp. | 0.07% | 43,934 | $3,264,523 | $2,857,467 | -$407,056 | -12.47% | |
| Susquehanna International Group, Llp | 0.00% | 43,008 | $3,195,718 | $2,797,240 | -$398,478 | -12.47% | |
| Martin & Co Inc | 0.49% | 42,007 | $3,121,339 | $2,732,135 | -$389,204 | -12.47% | |
| Cabot Wealth Management Inc | 0.31% | 41,320 | $3,070,291 | $2,687,453 | -$382,838 | -12.47% | |
| Baird Financial Group, Inc. | 0.00% | 41,252 | $3,065,238 | $2,683,030 | -$382,208 | -12.47% | |
| Johnson Financial Group, Llc | 0.15% | 42,439 | $3,017,413 | $2,760,233 | -$257,180 | -8.52% | |
| Cascade Financial Partners, Llc | 0.26% | 40,368 | $2,999,520 | $2,625,535 | -$373,985 | -12.47% | |
| Sepio Capital, Lp | 0.12% | 41,188 | $2,928,529 | $2,678,868 | -$249,661 | -8.53% | |
| Envestnet Asset Management Inc | 0.00% | 37,461 | $2,783,516 | $2,436,463 | -$347,053 | -12.47% | |
| Mml Investors Services, Llc | 0.01% | 34,735 | $2,581,006 | $2,259,164 | -$321,842 | -12.47% | |
| Cetera Investment Advisers | 0.00% | 34,635 | $2,573,511 | $2,252,660 | -$320,851 | -12.47% | |
| Merit Financial Group, Llc | 0.02% | 33,719 | $2,505,497 | $2,193,084 | -$312,413 | -12.47% | |
| Quantinno Capital Management Lp | 0.00% | 32,536 | $2,417,668 | $2,116,141 | -$301,527 | -12.47% | |
| Mustico Financial Group, Inc. | 1.51% | 33,760 | $2,320,009 | $2,195,750 | -$124,259 | -5.36% | |
| Carsonallaria Wealth Management, Ltd. | 1.00% | 31,155 | $2,315,000 | $2,026,321 | -$288,679 | -12.47% | |
| Ntv Asset Management Llc | 0.21% | 32,225 | $2,291,198 | $2,095,914 | -$195,284 | -8.52% | |
| Ubs Group Ag | 0.00% | 28,930 | $2,149,644 | $1,881,607 | -$268,037 | -12.47% | |
| Onedigital Investment Advisors Llc | 0.02% | 28,553 | $2,121,611 | $1,857,087 | -$264,524 | -12.47% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 27,088 | $2,012,783 | $1,761,804 | -$250,979 | -12.47% | |
| Regal Investment Advisors Llc | 0.10% | 26,299 | $1,954,138 | $1,710,487 | -$243,651 | -12.47% |
Frequently asked questions about EWX
Who are the largest institutional holders of EWX?
The largest institutional holders of EWX reported in the latest SEC Form 13F filings include Creative Planning, Bank Of America Corp, Morgan Stanley, Mariner, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported EWX position.
What is EWX institutional ownership?
This page tracks EWX positions reported by institutional investment managers through SEC Form 13F. SPDR S&P EMERGING MKTS SMALL (EWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EWX?
InsiderSet currently tracks 181 institutional managers reporting EWX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EWX shareholders.
How much EWX stock do institutions own?
Institutional investment managers disclosed approximately $489.80M in EWX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EWX institutional ownership last updated?
The latest EWX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EWX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EWX position after the reporting date.
Are institutions buying or selling EWX?
Institutional buying and selling can be analyzed by comparing EWX positions across consecutive 13F reporting periods. InsiderSet's EWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EWX ownership changes.
How has EWX institutional ownership changed over time?
InsiderSet tracks EWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.