DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
EWX

SPDR S&P EMERGING MKTS SMALL

202 institutions still hold SPDR S&P EMERGING MKTS SMALL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X756·Exchange Traded Fund·202 13F holders·last filed Mar 31, 2026
Market cap
5.9%
vs prior quarter
13F value held
$357M
76.0% inst. owned
of float
Holders
202
+92 QoQ
filers reporting
Activity
+24 / −6
+873 added · −772 reduced
this quarter
Concentration
32.62%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

202 institutions reported EWX in Q1 2026. Creative Planning leads at 32.6% of the visible book. +92 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$116M1.8M0.08%Q1 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$47M718K0.00%Q1 2026
03
ASSETMARK, INC
CIK 0001344551
$30M450K0.06%Q4 2025
04
MORGAN STANLEY
CIK 0000895421
$23M343K0.00%Q1 2026
05
Mariner, LLC
CIK 0001373442
$22M330K0.03%Q1 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M251K0.00%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$14M210K0.00%Q1 2026
08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$12M178K0.20%Q1 2026
09
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$11M165K0.01%Q1 2026
10
Apella Capital, LLC
CIK 0001801507
$10M138K0.15%Q1 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M118K0.00%Q1 2026
12
Pure Financial Advisors, LLC
CIK 0001571556
$8M114K0.11%Q1 2026
13
N.E.W. Advisory Services LLC
CIK 0001803456
$7M100K0.49%Q1 2026
14
Welch Financial Planning, LLC
CIK 0002085141
$6M84K4.01%Q1 2026
15
BIP Wealth, LLC
CIK 0001590214
$6M84K0.23%Q1 2026
16
Transamerica Financial Advisors, LLC
CIK 0001502149
$5M76K0.43%Q1 2026
17
OLD MISSION CAPITAL LLC
CIK 0001455915
$5M76K0.08%Q1 2026
18
WESCAP Management Group, Inc.
CIK 0001667140
$5M70K0.91%Q1 2026
19
Checchi Capital Advisers, LLC
CIK 0001598186
$4M60K0.20%Q1 2026
20
rebel Financial LLC
CIK 0002077940
$4M60K1.73%Q1 2026
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