Public record / Tickers / EWBC

EWBC — EAST WEST BANCORP INC†

Both disclosure regimes on one name: who in Congress filed about EWBC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming EWBC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-19
filed 2023-05-19
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-04-10 → filed 2023-05-19. Ranked over every EWBC row by the provable lower bound, never a point estimate.

No member disclosed EWBC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated EWBC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EWBC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EWBC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$15K–$50K
2023-02-24Daniel S. Goldman D–NY-10BUYTraded 01-31 +24d$15K–$50K
2021-11-18Kim Schrier D–WA-8SELL JT (jointly owned)Traded 10-28 +21d$15K–$50K
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2019-02-15Van Taylor R–TX-3BUY SP (spouse-owned)Traded 01-23 +23d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in EWBC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed EWBC in the trailing 12 months.

Congress ↔ notable managers · EWBC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · EAST WEST BANCORP INC

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EWBC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2Invesco Ltd.$1.0B1
3FMR LLC$820M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$718M1
5VANGUARD CAPITAL MANAGEMENT LLC$658M1
6STATE STREET CORP$530M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$432M1
8FIRST TRUST ADVISORS LP$418M1
9SCHRODER INVESTMENT MANAGEMENT GROUP$401M1
10Boston Partners$368M1
11GEODE CAPITAL MANAGEMENT, LLC$315M1
12Capital International Investors$302M1
13Himalaya Capital Management LLC$296M1
14DIMENSIONAL FUND ADVISORS LP$204M1
15Capital Research Global Investors$198M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$187M1
17AQR CAPITAL MANAGEMENT LLC$184M1
18BANK OF AMERICA CORP /DE/$181M1
19EARNEST PARTNERS LLC$177M1
20NORTHERN TRUST CORP$158M1
21PRINCIPAL FINANCIAL GROUP INC$153M1
22JENNISON ASSOCIATES LLC$131M1
23MORGAN STANLEY$127M1
24Bank of New York Mellon Corp$114M1
25ALLIANCEBERNSTEIN L.P.$97.0M1
26VANGUARD FIDUCIARY TRUST CO$91.1M1
27WESTFIELD CAPITAL MANAGEMENT CO LP$86.0M1
28SEI INVESTMENTS CO$84.7M1
29Zurcher Kantonalbank (Zurich Cantonalbank)$82.1M1
30Fisher Asset Management, LLC$78.5M1
31Nuveen, LLC$74.7M1
32AMERIPRISE FINANCIAL INC$64.0M1
33UBS Group AG$58.1M1
34Qube Research & Technologies Ltd$56.7M1
35Fiera Capital Corp$56.4M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$54.3M1
37Vest Financial, LLC$50.4M1
38AMERICAN CENTURY COMPANIES INC$47.3M1
39CITADEL ADVISORS LLC$43.4M1
40VICTORY CAPITAL MANAGEMENT INC$36.6M1
41Retirement Systems of Alabama$36.2M1
42ENVESTNET ASSET MANAGEMENT INC$35.7M1
43NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$35.4M1
44WELLS FARGO & COMPANY/MN$35.2M1
45Engineers Gate Manager LP$34.5M1
46RAYMOND JAMES FINANCIAL INC$34.1M1
47JANE STREET GROUP, LLC$33.9M1
48Azora Capital LP$33.3M1
49MANUFACTURERS LIFE INSURANCE COMPANY, THE$32.2M1
50BANK OF MONTREAL /CAN/$32.0M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.8M1
52MILLENNIUM MANAGEMENT LLC$29.3M1
53Swiss National Bank$29.1M1
54RENAISSANCE TECHNOLOGIES LLC$28.1M1
55FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$25.6M1
56Arbejdsmarkedets Tillaegspension$25.6M1
57TWO SIGMA INVESTMENTS, LP$25.5M1
58Interval Partners, LP$23.7M1
59ZWJ INVESTMENT COUNSEL INC$23.3M1
60STATE OF WISCONSIN INVESTMENT BOARD$23.0M1
61WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$22.2M1
62Quantinno Capital Management LP$21.9M1
63Stieven Capital Advisors, L.P.$20.0M1
64Capital International, Inc./CA/$19.7M1
65BNP Paribas Asset Management Holding S.A.$19.6M1
66Legal & General Group Plc$19.4M1
67ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18.4M1
68NEW YORK STATE COMMON RETIREMENT FUND$17.4M1
69TRILLIUM ASSET MANAGEMENT, LLC$16.6M1
70DnB Asset Management AS$15.9M1
71Access Investment Management LLC$13.5M1
72Carmel Capital Management L.L.C.$13.5M1
73INTECH INVESTMENT MANAGEMENT LLC$13.4M1
74VANGUARD ASSET MANAGEMENT, Ltd$13.3M1
75ROYAL BANK OF CANADA$13.2M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$13.1M1
77Schonfeld Strategic Advisors LLC$10.9M1
78Mirae Asset Global Investments Co., Ltd.$10.3M1
79MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$10.2M1
80BARCLAYS PLC$9.6M1
81Holocene Advisors, LP$9.6M1
82Focus Partners Wealth$9.5M1
83Edgestream Partners, L.P.$9.4M1
84Matthew 25 Management Corp$9.3M1
85WELLINGTON MANAGEMENT GROUP LLP$8.7M1
86Philadelphia Financial Management of San Francisco, LLC$8.7M1
87FRANKLIN RESOURCES INC$8.7M1
88Tidal Investments LLC$8.6M1
89JB Capital LLC$8.4M1
90MALTESE CAPITAL MANAGEMENT LLC$8.0M1
91IEQ CAPITAL, LLC$7.8M1
92Universal- Beteiligungs- und Servicegesellschaft mbH$7.6M1
93NISA INVESTMENT ADVISORS, LLC$7.6M1
94PARSONS CAPITAL MANAGEMENT INC/RI$7.6M1
95SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$7.4M1
96LPL Financial LLC$7.3M1
97CITIGROUP INC$7.3M1
98MetLife Investment Management, LLC$7.2M1
99B. Metzler seel. Sohn & Co. AG$7.2M1
100Vanguard Global Advisers, LLC$7.2M1
101FIFTH THIRD BANCORP$6.8M1
102Janus Henderson Group Ltd.$6.6M1
103STIFEL FINANCIAL CORP$6.5M1
104RBA Wealth Management, LLC$6.4M1
105WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.4M1
106Man Group plc$6.4M1
107Creative Planning$6.3M1
108NFJ INVESTMENT GROUP, LLC$6.2M1
109Cerity Partners LLC$6.2M1
110Trexquant Investment LP$6.2M1
111PRUDENTIAL PLC$6.2M1
112Aware Super Pty Ltd as trustee of Aware Super$6.1M1
113ZACKS INVESTMENT MANAGEMENT$6.0M1
114Polar Capital Holdings Plc$5.9M1
115SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
116Squarepoint Ops LLC$5.5M1
117NORDEA INVESTMENT MANAGEMENT AB$5.1M1
118Old West Investment Management, LLC$5.1M1
119FIRST WILSHIRE SECURITIES MANAGEMENT INC$5.0M1
120Rafferty Asset Management, LLC$4.8M1
121EFG International AG$4.7M1
122PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.6M1
123WCM INVESTMENT MANAGEMENT, LLC$4.4M1
124YOUSIF CAPITAL MANAGEMENT, LLC$4.4M1
125VOYA INVESTMENT MANAGEMENT LLC$4.2M1
126Cetera Investment Advisers$4.2M1
127Mariner, LLC$4.2M1
128State of New Jersey Common Pension Fund D$4.1M1
129Strategic Global Advisors, LLC$4.1M1
130Asset One Wealth Management LLC$4.1M1
131Arizona State Retirement System$4.0M1
132OSAIC HOLDINGS, INC.$4.0M1
133Elizabeth Park Capital Advisors, Ltd.$4.0M1
134Longaeva Partners L.P.$3.9M1
135ExodusPoint Capital Management, LP$3.9M1
136TD ASSET MANAGEMENT INC$3.8M1
137Vanguard Investments Australia, Ltd.$3.7M1
138COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.7M1
139STATE OF MICHIGAN RETIREMENT SYSTEM$3.5M1
140MACKENZIE FINANCIAL CORP$3.4M1
141Illinois Municipal Retirement Fund$3.4M1
142NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.3M1
143PRUDENTIAL FINANCIAL INC$3.3M1
144KLP KAPITALFORVALTNING AS$3.2M1
145Mitsubishi UFJ Trust & Banking Corp$3.2M1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.0M1
147De Lisle Partners LLP$3.0M1
148Dana Investment Advisors, Inc.$3.0M1
149GREAT LAKES ADVISORS, LLC$2.9M1
150CANADA PENSION PLAN INVESTMENT BOARD$2.9M1
151&PARTNERS$2.8M1
152JCSD Capital, LLC$2.8M1
153SummitTX Capital, L.P.$2.7M1
154DEUTSCHE BANK AG\$2.7M1
155M&T BANK CORP$2.7M1
156Connor, Clark & Lunn Investment Management Ltd.$2.7M1
157Ameritas Investment Partners, Inc.$2.7M1
158O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.7M1
159Sanctuary Advisors, LLC$2.7M1
160MERCER GLOBAL ADVISORS INC /ADV$2.6M1
161Expect Equity LLC$2.5M1
162REGIONS FINANCIAL CORP$2.4M1
163Pathstone Holdings, LLC$2.4M1
164CWM, LLC$2.4M1
165Utah Retirement Systems$2.4M1
166Pictet Asset Management Holding SA$2.3M1
167Graham Capital Management, L.P.$2.3M1
168TEACHER RETIREMENT SYSTEM OF TEXAS$2.3M1
169Aurora Investment Counsel$2.2M1
170JOHNSON INVESTMENT COUNSEL INC$2.2M1
171XTX Topco Ltd$2.1M1
172HighTower Advisors, LLC$2.1M1
173Secure Asset Management, LLC$2.1M1
174ABN AMRO INVESTMENT SOLUTIONS$2.1M1
175PFA Pension, Forsikringsaktieselskab$2.1M1
176Marshall Financial Group, LLC$2.1M1
177Brevan Howard Capital Management LP$2.1M1
178D. E. Shaw & Co., Inc.$2.1M1
179NewEdge Advisors, LLC$2.1M1
180Palouse Capital Management, Inc.$2.1M1
181Corient Private Wealth LLC$2.0M1
182Y-Intercept (Hong Kong) Ltd$2.0M1
183Petiole USA ltd$2.0M1
184US BANCORP \DE\$2.0M1
185Vanguard Personalized Indexing Management, LLC$2.0M1
186WEDGE CAPITAL MANAGEMENT L L P/NC$1.9M1
187MML INVESTORS SERVICES, LLC$1.9M1
188Orion Porfolio Solutions, LLC$1.9M1
189NOESIS CAPITAL MANGEMENT CORP$1.9M1
190Summit Trail Advisors, LLC$1.9M1
191NorthCrest Asset Manangement, LLC$1.9M1
192Zurich Insurance Group Ltd/FI$1.8M1
193NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.8M1
194Amundi$1.8M1
195Gradient Investments LLC$1.8M1
196XPONANCE LLC$1.8M1
197Envestnet Portfolio Solutions, Inc.$1.7M1
198KENNEDY CAPITAL MANAGEMENT LLC$1.7M1
199COMMERCE BANK$1.6M1
200TWO SIGMA SECURITIES, LLC$1.6M1
201BASSWOOD CAPITAL MANAGEMENT, L.L.C.$1.6M1
202TRUIST FINANCIAL CORP$1.6M1
203New Age Alpha Advisors, LLC$1.6M1
204NATIONAL BANK OF CANADA /FI/$1.5M1
205FIRST CITIZENS BANK & TRUST CO$1.5M1
206MAVERICK CAPITAL LTD$1.5M1
207HSBC HOLDINGS PLC$1.4M1
208Sterling Capital Management LLC$1.4M1
209Eurizon Capital SGR S.p.A.$1.3M1
210ASSETMARK, INC$1.3M1
211Lighthouse Investment Partners, LLC$1.3M1
212LAZARD ASSET MANAGEMENT LLC$1.3M1
213Rockefeller Capital Management L.P.$1.3M1
214Swiss Life Asset Management Ltd$1.2M1
215NOVEM GROUP$1.2M1
216WINTON GROUP Ltd$1.2M1
217180 WEALTH ADVISORS, LLC$1.2M1
218KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
219FEDERATED HERMES, INC.$1.2M1
220FIRST COMMONWEALTH FINANCIAL CORP /PA/$1.2M1
221QUADRANT CAPITAL GROUP LLC$1.2M1
222EP Wealth Advisors, LLC$1.1M1
223Quantbot Technologies LP$1.1M1
224SFE Investment Counsel$1.1M1
225BURNEY CO/$1.1M1
226CI INVESTMENTS INC.$1.1M1
227MIRABELLA FINANCIAL SERVICES LLP$1.1M1
228SECURIAN ASSET MANAGEMENT, INC$1.1M1
229Avanza Fonder AB$1.1M1
230Brooklyn Investment Group$1.0M1
231Delta Investment Management, LLC$1.0M1
232Centiva Capital, LP$1.0M1
233FULLER & THALER ASSET MANAGEMENT, INC.$984K1
234STEPHENS INC /AR/$982K1
235Private Advisor Group, LLC$974K1
236NorthRock Partners, LLC$939K1
237BRADLEY FOSTER & SARGENT INC/CT$929K1
238Unison Advisors LLC$923K1
239VISIONARY HORIZONS, LLC$916K1
240CIBC WORLD MARKET INC.$909K1
241Federation des caisses Desjardins du Quebec$884K1
242COLDSTREAM CAPITAL MANAGEMENT INC$863K1
243Measured Wealth Private Client Group, LLC$862K1
244Blue Trust, Inc.$845K1
245Aquatic Capital Management LLC$813K1
246UNITED CAPITAL FINANCIAL ADVISORS, LLC$784K1
247Pallas Capital Advisors LLC$782K1
248Ensign Peak Advisors, Inc$778K1
249NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$767K1
250INFRASTRUCTURE CAPITAL ADVISORS, LLC$756K1
251Crumly & Associates Inc.$755K1
252GATEWAY INVESTMENT ADVISERS LLC$751K1
253iSAM Funds (UK) Ltd$748K1
254Maryland State Retirement & Pension System$735K1
255Empowered Funds, LLC$728K1
256Ethic Inc.$723K1
257Chicago Partners Investment Group LLC$711K1
258Merit Financial Group, LLC$711K1
259Crossmark Global Holdings, Inc.$709K1
260Cinctive Capital Management LP$708K1
261Atria Investments, Inc$694K1
262Dakota Wealth Management$679K1
263CLARK FINANCIAL SERVICES GROUP INC /BD$675K1
264EMERALD MUTUAL FUND ADVISERS TRUST$674K1
265Advisors Asset Management, Inc.$661K1
266DF DENT & CO INC$651K1
267HANCOCK WHITNEY CORP$644K1
268MANNING & NAPIER ADVISORS LLC$631K1
269Farringdon Capital, Ltd.$626K1
270Painted Porch Advisors LLC$623K1
271Tower Research Capital LLC (TRC)$623K1
272EVERGREEN CAPITAL MANAGEMENT LLC$603K1
273RITHOLTZ WEALTH MANAGEMENT$600K1
274EAGLE GLOBAL ADVISORS LLC$595K1
275TWINBEECH CAPITAL LP$591K1
276ProShare Advisors LLC$589K1
277MOODY ALDRICH PARTNERS LLC$585K1
278Prospera Financial Services Inc$578K1
279Act Two Investors LLC$563K1
280Compound Planning, Inc.$558K1
281Integrated Quantitative Investments LLC$555K1
282Perigon Wealth Management, LLC$553K1
283Sequoia Financial Advisors, LLC$551K1
284OPPENHEIMER & CO INC$542K1
285Snowden Capital Advisors LLC$521K1
286EntryPoint Capital, LLC$515K1
287ALPS ADVISORS INC$506K1
288Steward Partners Investment Advisory, LLC$499K1
289INCEPTIONR LLC$491K1
290Twelve Points Wealth Management LLC$491K1
291Wedmont Private Capital$488K1
292COMMONWEALTH EQUITY SERVICES, LLC$486K1
293PANAGORA ASSET MANAGEMENT INC$480K1
294SHELTON CAPITAL MANAGEMENT$476K1
295Belpointe Asset Management LLC$471K1
296CIBC Asset Management Inc$471K1
297Cordatus Wealth Management LLC$465K1
298Meeder Advisory Services, Inc.$463K1
299SEEDS INVESTOR LLC$461K1
300Legacy Advisory Services, LLC$458K1
301Ballentine Partners, LLC$444K1
302MAI Capital Management$442K1
303Blueshift Asset Management, LLC$439K1
304EVOLVE PRIVATE WEALTH, LLC$431K1
305North Dakota State Investment Board$427K1
306Phillips Wealth Planners LLC$421K1
307PROFUND ADVISORS LLC$416K1
308Focus Partners Advisor Solutions, LLC$413K1
309Mach-1 Financial Group, LLC$412K1
310QRG CAPITAL MANAGEMENT, INC.$408K1
311Everhart Financial Group, Inc.$404K1
312PICTON MAHONEY ASSET MANAGEMENT$399K1
313Vident Advisory, LLC$382K1
314Frec Markets, Inc.$372K1
315State of Wyoming$367K1
316FIDUCIARY TRUST CO$363K1
317R Squared Ltd$361K1
318Cooper Financial Group$357K1
319Advisor Resource Council$356K1
320HB Wealth Management, LLC$355K1
321CROSSPOINT FINANCIAL, LLC$350K1
322OPPENHEIMER ASSET MANAGEMENT INC.$346K1
323Meiji Yasuda Asset Management Co Ltd.$339K1
324JOURNEY STRATEGIC WEALTH LLC$335K1
325OSSIAM$335K1
326Rehmann Capital Advisory Group$331K1
327TritonPoint Partners, LLC$326K1
328Cresset Asset Management, LLC$318K1
329ENDEAVOUR CAPITAL ADVISORS INC$317K1
330Kera Capital Partners, Inc.$315K1
331BLAIR WILLIAM & CO/IL$315K1
332Krilogy Financial LLC$307K1
333Baird Financial Group, Inc.$306K1
334EXCHANGE TRADED CONCEPTS, LLC$306K1
335Institute for Wealth Management, LLC.$303K1
336Smartleaf Asset Management LLC$292K1
337FOX RUN MANAGEMENT, L.L.C.$291K1
338OneDigital Investment Advisors LLC$289K1
339Pekin Hardy Strauss, Inc.$288K1
340GUGGENHEIM CAPITAL LLC$285K1
341MEITAV INVESTMENT HOUSE LTD$280K1
342Dorsey & Whitney Trust CO LLC$279K1
343GLENMEDE TRUST CO NA$269K1
344Arax Advisory Partners$265K1
345Marathon Mission, Inc.$264K1
346Beverly Hills Private Wealth, LLC$256K1
347CHOREO, LLC$255K1
348GTS SECURITIES LLC$254K1
349Net Worth Advisory Group$250K1
350Bull Harbor Capital LLC$248K1
351Allworth Financial LP$246K1
352Huntleigh Advisors, Inc.$246K1
353Vise Technologies, Inc.$244K1
354ELEVATION POINT WEALTH PARTNERS, LLC$240K1
355INVESTMENT HOUSE LLC$240K1
356INDEPENDENT FINANCIAL GROUP, LLC$238K1
357Claro Advisors Inc.$238K1
358OXFORD ASSET MANAGEMENT LLP$235K1
359FULTON BANK, N.A.$231K1
360VestGen Advisors, LLC$227K1
361Clearstead Advisors, LLC$227K1
362DIVERSIFY WEALTH MANAGEMENT, LLC$226K1
363OLD NATIONAL BANCORP /IN/$225K1
364Copeland Capital Management, LLC$220K1
365RETIREMENT GUYS FORMULA LLC$219K1
366Independent Advisor Alliance$214K1
367PRELUDE CAPITAL MANAGEMENT, LLC$205K1
368Wealthfront Advisers LLC$203K1
369Alhambra Investment Management LLC$203K1
370MQS Management LLC$200K1
371TD Waterhouse Canada Inc.$191K1
372GLOBEFLEX CAPITAL L P$171K1
373UMB Bank, n.a.$169K1
374Financial Perspectives, Inc$138K1
375Community Financial Services Group, LLC$138K1
376NOMURA ASSET MANAGEMENT CO LTD$112K1
377VIRTUS ADVISERS, LLC$104K1
378True Wealth Design, LLC$81.0K1
379MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$77.4K1
380Reyes Financial Architecture, Inc.$73.9K1
381Transamerica Financial Advisors, LLC$73.1K1
382Parkside Financial Bank & Trust$61.6K1
383SIGNATUREFD, LLC$59.1K1
384SJS Investment Consulting Inc.$55.8K1
385LORD, ABBETT & CO. LLC$55.2K1
386TOTH FINANCIAL ADVISORY CORP$53.4K1
387American Capital Advisory, LLC$46.1K1
388MACQUARIE GROUP LTD$42.4K1
389Basecamp Wealth Advisors LLC$42.2K1
390Keating Financial Advisory Services, Inc.$38.8K1
391MATHER GROUP, LLC.$38.5K1
392WPG Advisers, LLC$38.4K1
393DANSKE BANK A/S$32.0K1
394Chung Wu Investment Group, LLC$32.0K1
395LSV ASSET MANAGEMENT$30.8K1
396Mitsubishi UFJ Asset Management Co., Ltd.$30.5K1
397KELLEHER FINANCIAL ADVISORS$29.1K1
398Grove Bank & Trust$27.0K1
399CVA Family Office, LLC$23.8K1
400Elequin Capital, LP$23.2K1
401Larson Financial Group LLC$23.1K1
402Solstein Capital, LLC$22.7K1
403NATIXIS ADVISORS, LLC$22.4K1
404Geneos Wealth Management Inc.$21.6K1
405HRT FINANCIAL LP$21.2K1
406JFS WEALTH ADVISORS, LLC$19.6K1
407Owl Creek Wealth Partners LLC$18.7K1
408DT Investment Partners, LLC$18.5K1
409FIL Ltd$18.3K1
410JPL Wealth Management, LLC$17.6K1
411NEW YORK STATE TEACHERS RETIREMENT SYSTEM$16.4K1
412ELEVATION WEALTH PARTNERS, LLC$15.7K1
413Salomon & Ludwin, LLC$15.6K1
414Addison Advisors LLC$14.4K1
415FARMERS & MERCHANTS INVESTMENTS INC$13.1K1
416Wall Street Financial Group, Inc.$13.1K1
417CONTRAVISORY INVESTMENT MANAGEMENT, INC.$13.0K1
418Tacita Capital Inc$12.2K1
419VAN ECK ASSOCIATES CORP$11.7K1
420Pinnacle Wealth Planning Services, Inc.$10.7K1
421EVOLUTION WEALTH MANAGEMENT INC.$10.7K1
422JONES FINANCIAL COMPANIES LLLP$9.5K1
423South Dakota Investment Council$9.0K1
424KBC Group NV$8.9K1
425GILPIN WEALTH MANAGEMENT, LLC$8.8K1
426CANADA LIFE ASSURANCE Co$8.4K1
427Joseph Group Capital Management$7.8K1
428Annis Gardner Whiting Capital Advisors, LLC$7.7K1
429CENTRAL TRUST Co$7.3K1
430Signature Equity Partners, LLC$7.2K1
431AMALGAMATED BANK$6.7K1
432PRIVATE TRUST CO NA$6.6K1
433THRIVENT FINANCIAL FOR LUTHERANS$6.3K1
434Treasurer of the State of North Carolina$6.2K1
435Bell Investment Advisors, Inc$6.2K1
436Sunrise Financial Services, LLC$5.8K1
437Rialto Wealth Management, LLC$5.1K1
438Nemes Rush Group LLC$5.1K1
439Private Wealth Management Group, LLC$5.0K1
440Sapience Investments, LLC$4.7K1
441TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4.6K1
442Johnson Financial Group, Inc.$4.5K1
443Prestige Wealth Management Group LLC$4.3K1
444Valued Wealth Advisors LLC$4.1K1
445CNB Bank$4.1K1
446Dogwood Wealth Management LLC$4.0K1
447State of Alaska, Department of Revenue$3.9K1
448Bravera Wealth$3.8K1
449ALGERT GLOBAL LLC$3.6K1
450DiNuzzo Private Wealth, Inc.$3.6K1
451CHILTON CAPITAL MANAGEMENT LLC$3.5K1
452Retirement Wealth Solutions LLC$3.5K1
453PFS Partners, LLC$3.3K1
454SouthState Bank Corp$3.1K1
455ALBION FINANCIAL GROUP /UT$2.6K1
456Sachetta, LLC$2.5K1
457GSA CAPITAL PARTNERS LLP$2.4K1
458ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.3K1
459Cromwell Holdings LLC$2.1K1
460Key FInancial Inc$1.9K1
461WEDBUSH SECURITIES INC$1.6K1
462Jackson Creek Investment Advisors LLC$1.4K1
463Vestcor Inc$1.3K1
464SALEM INVESTMENT COUNSELORS INC$1.2K1
465HFM Investment Advisors, LLC$1.2K1
466Virtu Financial LLC$1.2K1
467Vermillion Wealth Management, Inc.$9611
468NATURAL INVESTMENTS, LLC$9371
469TOBAM$8451
470SHP Wealth Management$7481
471DecisionPoint Financial, LLC$7481
472Intentional Wealth Strategies, LLC$7471
473PARK AVENUE SECURITIES LLC$6741
474MV CAPITAL MANAGEMENT, INC.$6411
475Quaker Wealth Management, LLC$6411
476Physician Wealth Advisors, Inc.$5341
477Kilter Group LLC$5341
478DekaBank Deutsche Girozentrale$3261
479Cassaday & Co Wealth Management LLC$2141
480Seneschal Advisors, LLC$2141
481TopTier Wealth Management, LLC$2141
482Smithfield Trust Co$1571
483BARTLETT & CO. WEALTH MANAGEMENT LLC$1231
484SBI Securities Co., Ltd.$1071
485Caitlin John, LLC$1071
486Harvest Fund Management Co., Ltd$341
487Avion Wealth$21
488VALLEY NATIONAL ADVISERS INC$11
489VANGUARD GROUP INC— value not disclosed1
490Laird Norton Wetherby Trust Company, LLC— value not disclosed1
491HARBOUR INVESTMENTS, INC.— value not disclosed1
492Brandywine Global Investment Management, LLC— value not disclosed1
493Atlantic Union Bankshares Corp— value not disclosed1
494COMERICA BANK— value not disclosed1
495TORONTO DOMINION BANK— value not disclosed1
496VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
497HARBOR CAPITAL ADVISORS, INC.— value not disclosed1
498Capital International Sarl— value not disclosed1
499KEYBANK NATIONAL ASSOCIATION/OH— value not disclosed1
500BRIDGEWAY CAPITAL MANAGEMENT, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 488 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EWBC

RETAINED WINDOW · ACTIVE HITS

Zero hits on EWBC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EWBC · financials and macro

Financials — as filed PLANNED

EWBC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EWBC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing