Institutional Holders (2026 Q3)
78 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EWJV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Aldebaran Capital, LLC | 2.33% | 66,756 | $3.2M |
| 2 | Virtus Family Office LLC | 1.41% | 38,128 | $1.8M |
| 3 | Anderson Hoagland & Co | 0.92% | 255,541 | $12.1M |
| 4 | M Wealth Management, LLC | 0.66% | 17,681 | $858K |
| 5 | Hartford Financial Management Inc. | 0.64% | 58,790 | $2.9M |
| 6 | TPG Advisors LLC | 0.57% | 22,039 | $1.1M |
| 7 | Altfest L J & Co Inc | 0.47% | 97,752 | $4.7M |
| 8 | Ironsides Asset Advisors, LLC | 0.43% | 36,731 | $1.8M |
| 9 | Heck Capital Advisors, LLC | 0.28% | 106,870 | $5.2M |
| 10 | Mraz, Amerine & Associates, Inc. | 0.23% | 30,699 | $1.5M |
| 11 | Ocean Park Asset Management, LLC | 0.22% | 73,155 | $3.5M |
| 12 | Gradient Capital Advisors, LLC | 0.13% | 12,012 | $583K |
| 13 | Copia Wealth Management | 0.12% | 4,443 | $213K |
| 14 | Breakwater Capital Group | 0.11% | 19,522 | $947K |
| 15 | Cordoba Advisory Partners LLC | 0.09% | 15,614 | $757K |
| 16 | Maridea Wealth Management LLC | 0.07% | 14,843 | $720K |
| 17 | Barry Investment Advisors, LLC | 0.06% | 6,940 | $337K |
| 18 | Triumph Capital Management | 0.06% | 7,352 | $357K |
| 19 | Northside Capital Management, LLC | 0.06% | 15,305 | $742K |
| 20 | Centurion Wealth Management LLC | 0.06% | 4,850 | $235K |
| 21 | FIL Ltd | 0.04% | 1,177,641 | $57.6M |
| 22 | UMB Bank, n.a. | 0.04% | 57,795 | $2.8M |
| 23 | Hara Capital LLC | 0.03% | 1,250 | $61K |
| 24 | Pekin Hardy Strauss, Inc. | 0.02% | 4,250 | $206K |
| 25 | Phoenix Financial Ltd. | 0.01% | 35,110 | $1.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|