13F QoQ Ownership Changes
EWBC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 107 new · 204 added · 263 reduced · 56 exited
New Positions(107)
Added To(204)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 7,683,332 | +302,688 | $863.5M | +$77.9M | 4.1% |
| BlackRock, Inc. | 12,817,102 | +13,644 | $1.44B | +$77.6M | 0.1% |
| NORGES BANK | 1,775,323 | +123,646 | $199.5M | +$62.9M | 7.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 3,713,679 | +318,303 | $423.6M | +$61.7M | 9.4% |
| FIRST TRUST ADVISORS LP | 4,620,772 | +306,916 | $519.3M | +$60.1M | 7.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,981,065 | +106,998 | $559.8M | +$41.0M | 2.2% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 874,152 | +284,617 | $98.2M | +$35.5M | 48.3% |
| Verition Fund Management LLC | 359,113 | +208,710 | $40.4M | +$24.4M | 138.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,747,416 | +116,507 | $196.4M | +$22.8M | 7.1% |
| AMERIPRISE FINANCIAL INC | 592,786 | +180,323 | $66.6M | +$22.7M | 43.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,825,161 | +27,402 | $319.5M | +$20.0M | 1.0% |
| Fiera Capital Corp | 515,410 | +127,972 | $57.9M | +$16.7M | 33.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 157,630 | +90,614 | $17.7M | +$10.6M | 135.2% |
| Interval Partners, LP | 138,611 | +81,605 | $15.6M | +$9.5M | 143.2% |
| DEUTSCHE BANK AG\ | 101,915 | +77,976 | $11.5M | +$8.9M | 325.7% |
| Fisher Asset Management, LLC | 781,443 | +34,815 | $87.8M | +$8.3M | 4.7% |
| SEI INVESTMENTS CO | 843,464 | +30,291 | $94.8M | +$8.2M | 3.7% |
| Vest Financial, LLC | 548,858 | +43,888 | $61.7M | +$7.9M | 8.7% |
| TWO SIGMA INVESTMENTS, LP | 225,542 | +59,629 | $25.3M | +$7.7M | 35.9% |
| JPMORGAN CHASE & CO | 387,940 | +48,804 | $43.6M | +$7.5M | 14.4% |
| Qube Research & Technologies Ltd | 209,432 | +55,178 | $23.5M | +$7.1M | 35.8% |
| CITADEL ADVISORS LLC | 138,301 | +57,955 | $15.5M | +$7.0M | 72.1% |
| UBS Group AG | 570,191 | +32,970 | $64.1M | +$6.9M | 6.1% |
| Quantinno Capital Management LP | 182,450 | +47,159 | $20.5M | +$6.1M | 34.9% |
| Tidal Investments LLC | 59,115 | +45,248 | $6.6M | +$5.2M | 326.3% |
| Hood River Capital Management LLC | 635,682 | +4,754 | $71.4M | +$4.3M | 0.8% |
| TWO SIGMA ADVISERS, LP | 61,309 | +36,509 | $6.9M | +$4.3M | 147.2% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 449,430 | +13,410 | $50.5M | +$4.1M | 3.1% |
| Schonfeld Strategic Advisors LLC | 50,056 | +32,558 | $5.6M | +$3.8M | 186.1% |
| GOLDMAN SACHS GROUP INC | 387,323 | +6,237 | $43.5M | +$3.0M | 1.6% |
| Sciencast Management LP | 30,862 | +24,525 | $3.5M | +$2.8M | 387.0% |
| AMERICAN CENTURY COMPANIES INC | 382,895 | +3,622 | $43.0M | +$2.7M | 0.9% |
| WELLS FARGO & COMPANY/MN | 267,961 | +6,122 | $30.1M | +$2.2M | 2.3% |
| Swiss National Bank | 271,700 | +4,500 | $30.5M | +$2.1M | 1.7% |
| MALTESE CAPITAL MANAGEMENT LLC | 62,824 | +15,324 | $7.1M | +$2.0M | 32.3% |
| Capital Research Global Investors | 292,571 | +2,308 | $32.9M | +$2.0M | 0.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 236,712 | +5,011 | $26.6M | +$1.9M | 2.2% |
| RAYMOND JAMES FINANCIAL INC | 314,735 | +111 | $35.4M | +$1.9M | 0.0% |
| Graham Capital Management, L.P. | 30,895 | +15,843 | $3.5M | +$1.9M | 105.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 227,317 | +3,773 | $25.5M | +$1.8M | 1.7% |
| OSAIC HOLDINGS, INC. | 37,635 | +12,874 | $4.2M | +$1.6M | 52.0% |
| PRUDENTIAL PLC | 16,715 | +13,864 | $1.9M | +$1.6M | 486.3% |
| RENAISSANCE TECHNOLOGIES LLC | 43,633 | +11,900 | $4.9M | +$1.5M | 37.5% |
| STIFEL FINANCIAL CORP | 46,341 | +11,676 | $5.2M | +$1.5M | 33.7% |
| WHITTIER TRUST CO OF NEVADA INC | 121,476 | +1,434 | $14.3M | +$1.5M | 1.2% |
| LPL Financial LLC | 59,032 | +9,984 | $6.6M | +$1.4M | 20.4% |
| Campbell & CO Investment Adviser LLC | 17,271 | +11,706 | $1.9M | +$1.3M | 210.3% |
| ALLIANCEBERNSTEIN L.P. | 172,143 | +2,767 | $19.3M | +$1.3M | 1.6% |
| DNB Asset Management AS | 152,561 | +2,204 | $17.1M | +$1.1M | 1.5% |
| Silvercrest Asset Management Group LLC | 161,202 | +1,431 | $18.1M | +$1.1M | 0.9% |
| Capital International, Inc./CA/ | 60,445 | +6,367 | $6.8M | +$1.0M | 11.8% |
| Amundi | 44,064 | +7,000 | $5.0M | +$969.8K | 18.9% |
| Creative Planning | 34,686 | +6,602 | $3.9M | +$908.8K | 23.5% |
| Erste Asset Management GmbH | 43,489 | +4,862 | $5.0M | +$876.5K | 12.6% |
| Cetera Investment Advisers | 50,428 | +5,053 | $5.7M | +$837.2K | 11.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 130,241 | +461 | $14.6M | +$822.7K | 0.3% |
| Focus Partners Wealth | 86,143 | +2,505 | $9.7M | +$794.3K | 3.0% |
| Carmel Capital Management L.L.C. | 126,080 | +80 | $14.2M | +$757.4K | 0.1% |
| &PARTNERS | 22,791 | +5,880 | $2.6M | +$756.4K | 34.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,022 | +6,284 | $1.2M | +$734.4K | 132.6% |
| JB Capital LLC | 65,028 | +2,648 | $7.3M | +$668.1K | 4.2% |
| DRW Securities, LLC | 8,239 | +5,646 | $926.0K | +$649.6K | 217.7% |
| M&T Bank Corp | 28,333 | +4,140 | $3.2M | +$608.2K | 17.1% |
| JANUS HENDERSON GROUP PLC | 61,513 | +2,005 | $6.9M | +$580.6K | 3.4% |
| NOESIS CAPITAL MANGEMENT CORP | 17,373 | +4,423 | $2.0M | +$574.0K | 34.1% |
| MML INVESTORS SERVICES, LLC | 20,394 | +4,011 | $2.3M | +$548.0K | 24.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,210 | +3,811 | $2.4M | +$531.7K | 21.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,356 | +118 | $489.6K | +$489.1K | 2.8% |
| Rockefeller Capital Management L.P. | 11,774 | +3,776 | $1.3M | +$471.9K | 47.2% |
| Measured Wealth Private Client Group, LLC | 5,640 | +4,076 | $633.9K | +$467.4K | 260.6% |
| Summit Trail Advisors, LLC | 12,759 | +3,375 | $1.4M | +$435.1K | 36.0% |
| Russell Investments Group, Ltd. | 54,604 | +999 | $6.1M | +$432.5K | 1.9% |
| TD Asset Management Inc | 52,974 | +1,020 | $6.0M | +$423.2K | 2.0% |
| Private Advisor Group, LLC | 7,836 | +3,461 | $880.7K | +$415.0K | 79.1% |
| Pathstone Holdings, LLC | 27,282 | +2,006 | $3.1M | +$375.6K | 7.9% |
| RBA Wealth Management, LLC | 59,991 | +177 | $6.7M | +$375.2K | 0.3% |
| KLP KAPITALFORVALTNING AS | 30,400 | +1,600 | $3.4M | +$350.9K | 5.5% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 41,048 | +1,000 | $4.6M | +$350.3K | 2.5% |
| Global Retirement Partners, LLC | 3,266 | +3,107 | $367.0K | +$350.1K | 1954.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 49,526 | +270 | $5.6M | +$322.9K | 0.5% |
| Walleye Capital LLC | 5,839 | +2,639 | $656.2K | +$315.6K | 82.5% |
| Sequoia Financial Advisors, LLC | 6,255 | +2,295 | $703.0K | +$281.5K | 58.0% |
| State of Wyoming | 3,872 | +2,385 | $435.2K | +$276.9K | 160.4% |
| Empowered Funds, LLC | 31,256 | +760 | $3.5M | +$266.6K | 2.5% |
| Manning & Napier Advisors LLC | 4,911 | +2,064 | $560.2K | +$257.1K | 72.5% |
| Belpointe Asset Management LLC | 4,600 | +2,041 | $517.0K | +$244.6K | 79.8% |
| Nilsine Partners, LLC | 16,876 | +1,274 | $1.9M | +$235.9K | 8.2% |
| Visionary Horizons, LLC | 8,743 | +1,710 | $982.7K | +$234.1K | 24.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 15,824 | +1,262 | $1.8M | +$228.3K | 8.7% |
| Federation des caisses Desjardins du Quebec | 10,741 | +1,525 | $1.2M | +$226.1K | 16.5% |
| Pictet Asset Management Holding SA | 20,142 | +958 | $2.3M | +$221.6K | 5.0% |
| Corient Private Wealth LLC | 37,058 | +20,906 | $1.9M | +$217.2K | 129.4% |
| Voya Investment Management LLC | 16,925 | +1,033 | $1.9M | +$210.5K | 6.5% |
| Atria Investments, Inc | 8,260 | +1,511 | $928.3K | +$209.8K | 22.4% |
| CIBC WORLD MARKET INC. | 5,657 | +1,639 | $635.8K | +$208.1K | 40.8% |
| TWO SIGMA SECURITIES, LLC | 11,220 | +1,289 | $1.3M | +$203.9K | 13.0% |
| Secure Asset Management, LLC | 17,887 | +702 | $2.0M | +$193.7K | 4.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30,783 | +63 | $3.5M | +$189.6K | 0.2% |
| Snowden Capital Advisors LLC | 5,060 | +1,322 | $568.7K | +$170.8K | 35.4% |
| Cooper Financial Group | 3,470 | +1,399 | $390.0K | +$169.5K | 67.5% |
| FRANKLIN RESOURCES INC | 17,505 | +614 | $2.0M | +$169.3K | 3.6% |
| Clearstead Advisors, LLC | 4,047 | +1,323 | $454.8K | +$164.9K | 48.6% |
| Horizon Investments, LLC | 1,489 | +1,442 | $167.3K | +$162.4K | 3068.1% |
| Vanguard Personalized Indexing Management, LLC | 17,285 | +478 | $1.9M | +$153.5K | 2.8% |
| PNC Financial Services Group, Inc. | 16,727 | +506 | $1.9M | +$153.3K | 3.1% |
| TRUIST FINANCIAL CORP | 15,025 | +530 | $1.7M | +$145.7K | 3.6% |
| Farringdon Capital, Ltd. | 4,185 | +1,069 | $470.4K | +$138.7K | 34.3% |
| NEUBERGER BERMAN GROUP LLC | 15,458 | +423 | $1.7M | +$136.8K | 2.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,607,314 | +1,185,781 | $180.6K | +$135.8K | 281.3% |
| Illinois Municipal Retirement Fund | 22,046 | +37 | $2.5M | +$134.9K | 0.2% |
| COMMERCE BANK | 14,627 | +342 | $1.6M | +$123.3K | 2.4% |
| First Commonwealth Financial Corp /PA/ | 10,855 | +505 | $1.2M | +$118.2K | 4.9% |
| Chicago Partners Investment Group LLC | 4,263 | +685 | $474.7K | +$114.1K | 19.1% |
| Kera Capital Partners, Inc. | 2,779 | +819 | $318.0K | +$109.4K | 41.8% |
| BURNEY CO/ | 11,029 | +412 | $1.2M | +$109.4K | 3.9% |
| RITHOLTZ WEALTH MANAGEMENT | 5,058 | +691 | $568.5K | +$103.6K | 15.8% |
| QUADRANT CAPITAL GROUP LLC | 6,295 | +621 | $707.5K | +$103.5K | 10.9% |
| QRG CAPITAL MANAGEMENT, INC. | 3,432 | +766 | $385.7K | +$101.9K | 28.7% |
| GAMMA Investing LLC | 5,614 | +611 | $631.0K | +$98.4K | 12.2% |
| Compound Planning, Inc. | 5,397 | +616 | $606.5K | +$97.5K | 12.9% |
| FIRST CITIZENS BANK & TRUST CO | 14,992 | +55 | $1.7M | +$94.9K | 0.4% |
| SEEDS INVESTOR LLC | 4,039 | +639 | $453.9K | +$92.0K | 18.8% |
| Vident Advisory, LLC | 3,470 | +626 | $390.0K | +$87.3K | 22.0% |
| 180 WEALTH ADVISORS, LLC | 11,384 | +145 | $1.3M | +$83.1K | 1.3% |
| CAPTRUST FINANCIAL ADVISORS | 9,005 | +243 | $1.0M | +$79.3K | 2.8% |
| Verdence Capital Advisors LLC | 5,878 | +177 | $660.6K | +$74.7K | 3.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,616 | +307 | $743.5K | +$72.0K | 4.9% |
| Ballentine Partners, LLC | 4,114 | +440 | $462.4K | +$71.3K | 12.0% |
| LAZARD ASSET MANAGEMENT LLC | 11,327 | +4 | $1.3M | +$67.7K | 0.0% |
| Prospera Financial Services Inc | 5,567 | +322 | $625.7K | +$67.4K | 6.1% |
| Steward Partners Investment Advisory, LLC | 4,196 | +387 | $471.6K | +$66.1K | 10.2% |
| BRADLEY FOSTER & SARGENT INC/CT | 9,195 | +102 | $1.0M | +$65.4K | 1.1% |
| Sapience Investments, LLC | 5,560 | +302 | $624.9K | +$65.2K | 5.7% |
| GATEWAY INVESTMENT ADVISERS LLC | 6,944 | +220 | $780.4K | +$64.7K | 3.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 9,586 | +53 | $1.1M | +$62.6K | 0.6% |
| Pallas Capital Advisors LLC | 7,083 | +189 | $796.1K | +$62.2K | 2.7% |
| Ransom Advisory, Ltd | 1,000 | +800 | $82.7K | +$61.4K | 400.0% |
| JONES FINANCIAL COMPANIES LLLP | 2,854 | +444 | $320.7K | +$59.7K | 18.4% |
| Unison Advisors LLC | 8,606 | +51 | $967.2K | +$56.5K | 0.6% |
| Transamerica Financial Advisors, LLC | 522 | +476 | $58.7K | +$53.8K | 1034.8% |
| Wedmont Private Capital | 4,166 | +114 | $485.3K | +$52.2K | 2.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,824 | +282 | $317.4K | +$46.8K | 11.1% |
| Cullen/Frost Bankers, Inc. | 789 | +389 | $88.7K | +$46.1K | 97.3% |
| Perigon Wealth Management, LLC | 4,869 | +141 | $547.2K | +$43.9K | 3.0% |
| SJS Investment Consulting Inc. | 471 | +386 | $52.9K | +$43.9K | 454.1% |
| MAI Capital Management | 1,194 | +334 | $134.2K | +$42.6K | 38.8% |
| Quarry LP | 740 | +350 | $83.2K | +$41.7K | 89.7% |
| Meeder Advisory Services, Inc. | 3,807 | +151 | $427.9K | +$38.7K | 4.1% |
| Arkadios Wealth Advisors | 2,231 | +229 | $250.7K | +$37.6K | 11.4% |
| Krilogy Financial LLC | 2,459 | +45 | $279.1K | +$36.1K | 1.9% |
| MeadowBrook Investment Advisors LLC | 4,826 | +10 | $542.4K | +$29.7K | 0.2% |
| Dorsey & Whitney Trust CO LLC | 2,657 | +129 | $298.6K | +$29.5K | 5.1% |
| Everhart Financial Group, Inc. | 2,259 | +151 | $253.9K | +$29.5K | 7.2% |
| HB Wealth Management, LLC | 2,296 | +148 | $258.1K | +$29.4K | 6.9% |
| CHOREO, LLC | 3,069 | +53 | $350.1K | +$29.0K | 1.8% |
| ALPS ADVISORS INC | 4,204 | +31 | $472.5K | +$28.3K | 0.7% |
| First Heartland Consultants, Inc. | 3,543 | +34 | $398.2K | +$24.7K | 1.0% |
| Farther Finance Advisors, LLC | 1,544 | +136 | $173.5K | +$23.6K | 9.7% |
| SIGNATUREFD, LLC | 344 | +184 | $38.7K | +$21.6K | 115.0% |
| Baird Financial Group, Inc. | 2,892 | +22 | $325.0K | +$19.5K | 0.8% |
| Prestige Wealth Management Group LLC | 240 | +200 | $22.0K | +$17.7K | 500.0% |
| Handelsbanken Fonder AB | 338,000 | +144,100 | $38.0K | +$17.3K | 74.3% |
| Claro Advisors LLC | 2,221 | +36 | $249.6K | +$17.0K | 1.6% |
| Fulton Bank, N.A. | 2,199 | +36 | $247.1K | +$16.9K | 1.7% |
| EverSource Wealth Advisors, LLC | 2,612 | +10 | $293.6K | +$16.6K | 0.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 128,762 | +127,279 | $14.5K | +$14.3K | 8582.5% |
| Janney Montgomery Scott LLC | 137,494 | +107,195 | $15.5K | +$12.2K | 353.8% |
| UMB Bank, n.a. | 1,556 | +20 | $174.9K | +$11.4K | 1.3% |
| Root Financial Partners, LLC | 470 | +71 | $52.8K | +$10.3K | 17.8% |
| Parallel Advisors, LLC | 659 | +47 | $74.1K | +$8.9K | 7.7% |
| SG Americas Securities, LLC | 128,368 | +75,147 | $14.4K | +$8.8K | 141.2% |
| ROTHSCHILD INVESTMENT LLC | 89 | +65 | $10.0K | +$7.4K | 270.8% |
| Rossby Financial, LCC | 90 | +55 | $10.1K | +$6.4K | 157.1% |
| JFS WEALTH ADVISORS, LLC | 176 | +43 | $19.8K | +$5.6K | 32.3% |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | +42 | $8.1K | +$4.9K | 140.0% |
| SouthState Corp | 73 | +39 | $8.2K | +$4.6K | 114.7% |
| HARBOUR INVESTMENTS, INC. | 239 | +29 | $26.9K | +$4.5K | 13.8% |
| True Wealth Design, LLC | 630 | +6 | $70.8K | +$4.4K | 1.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 33,431 | +32,447 | $3.8K | +$3.7K | 3297.4% |
| TOTH FINANCIAL ADVISORY CORP | 504 | +5 | $56.6K | +$3.5K | 1.0% |
| Park Place Capital Corp | 293 | +15 | $32.9K | +$3.3K | 5.4% |
| American Capital Advisory, LLC | 438 | +6 | $49.2K | +$3.2K | 1.4% |
| Parkside Financial Bank & Trust | 484 | +3 | $54.4K | +$3.2K | 0.6% |
| NATIXIS ADVISORS, LLC | 199,658 | +17,486 | $22.4K | +$3.0K | 9.6% |
| Bruce G. Allen Investments, LLC | 58 | +24 | $6.5K | +$2.9K | 70.6% |
| Dogwood Wealth Management LLC | 55 | +23 | $6.2K | +$2.8K | 71.9% |
| CoreCap Advisors, LLC | 42 | +19 | $4.7K | +$2.3K | 82.6% |
| Cornerstone Planning Group LLC | 97 | +1 | $11.1K | +$1.4K | 1.0% |
| Geneos Wealth Management Inc. | 201 | +1 | $22.6K | +$1.3K | 0.5% |
| FIL Ltd | 159 | +3 | $17.9K | +$1.3K | 1.9% |
| FARMERS & MERCHANTS INVESTMENTS INC | 126 | +4 | $14.2K | +$1.2K | 3.3% |
| VAN ECK ASSOCIATES CORP | 105,239 | +2,918 | $11.8K | +$936 | 2.9% |
| Bay Harbor Wealth Management, LLC | 15 | +7 | $1.7K | +$834 | 87.5% |
| High Note Wealth, LLC | 62 | +3 | $7.0K | +$687 | 5.1% |
| Rialto Wealth Management, LLC | 37 | +3 | $4.2K | +$539 | 8.8% |
| Quaker Wealth Management, LLC | 6 | +2 | $675 | +$249 | 50.0% |
| Activest Wealth Management | 3 | +2 | $337 | +$231 | 200.0% |
| HARBOR CAPITAL ADVISORS, INC. | 11,942 | +1,485 | $1.3K | +$229 | 14.2% |
| Valued Wealth Advisors LLC | 10 | +1 | $1.1K | +$173 | 11.1% |
| WEDBUSH SECURITIES INC | 15,167 | +576 | $1.7K | +$152 | 3.9% |
| CWM, LLC | 14,954 | +180 | $1.7K | +$108 | 1.2% |
| HANTZ FINANCIAL SERVICES, INC. | 2,649 | +848 | $298 | +$106 | 47.1% |
| PARK AVENUE SECURITIES LLC | 6,716 | +411 | $755 | +$84 | 6.5% |
| BESSEMER GROUP INC | 9,115 | +61 | $1.0K | +$62 | 0.7% |