Who owns EEMA
Which tracked institutional funds hold EEMA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EEMA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
31 tracked funds added or opened EEMA while 42 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EEMA’s largest tracked holder by dollar value, PGIM Custom Harvest LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EEMA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 137 tracked filers holding EEMA, 49 increased or opened the position and 114 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EEMA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- GOLDMAN SACHS GROUP INC$6M
- FLPUTNAM INVESTMENT MANAGEMENT CO$1M
- B. Riley Wealth Advisors, Inc.$1M
- Quadrature Capital Ltd$992K
Full exits 17
- Janney Montgomery Scott LLC$52M
- JANE STREET GROUP, LLC$22M
- VICTORY CAPITAL MANAGEMENT INC$21M
- FLOW TRADERS U.S. LLC$10M
- Bank of New York Mellon Corp$6M
- HRT FINANCIAL LP$3M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$15M
- PGIM Custom Harvest LLC$13M
- CITADEL ADVISORS LLC$9M
- Bank Julius Baer & Co. Ltd, Zurich$7M
- Vontobel Holding Ltd.$5M
- AdvisorShares Investments LLC$3M
Largest trims
- BANK OF AMERICA CORP /DE/$77M
- ENVESTNET ASSET MANAGEMENT INC$69M
- WestEnd Advisors, LLC$54M
- RAYMOND JAMES FINANCIAL INC$53M
- TRUIST FINANCIAL CORP$26M
- Madison Asset Management, LLC$19M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PGIM Custom Harvest LLC added | 387,880 | $45M | 12.6% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 337,961 | $40M | 10.9% | 2026-Q2 |
| Vontobel Holding Ltd. added | 226,495 | $26M | 7.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 169,684 | $20M | 5.5% | 2026-Q2 |
| AdvisorShares Investments LLC trimmed | 164,684 | $19M | 5.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 150,499 | $18M | 4.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 149,086 | $17M | 4.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 145,425 | $17M | 4.7% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 135,190 | $16M | 4.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 78,556 | $9M | 2.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 70,844 | $8M | 2.3% | 2026-Q2 |
| Nicholas Hoffman & Company, LLC. trimmed | 70,414 | $8M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 54,234 | $6M | 1.8% | 2026-Q2 |
| UBS Group AG trimmed | 52,791 | $6M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 51,764 | $6M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 50,507 | $6M | 1.6% | 2026-Q2 |
| SSA SWISS ADVISORS AG trimmed | 48,043 | $6M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 38,572 | $5M | 1.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 38,313 | $4M | 1.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 28,073 | $3M | 0.9% | 2026-Q2 |
| AlTi Global, Inc. trimmed | 25,431 | $3M | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 25,330 | $3M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 24,537 | $3M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 24,023 | $3M | 0.8% | 2026-Q2 |
| Fortis Advisors, LLC trimmed | 23,654 | $3M | 0.8% | 2026-Q2 |
| GTS SECURITIES LLC added | 23,090 | $3M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 22,583 | $3M | 0.7% | 2026-Q2 |
| ASSETMARK, INC trimmed | 20,359 | $2M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 17,457 | $2M | 0.6% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 16,995 | $2M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,858 | $2M | 0.5% | 2026-Q2 |
| CITIGROUP INC trimmed | 16,827 | $2M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 16,284 | $2M | 0.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 16,025 | $2M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,258 | $2M | 0.5% | 2026-Q2 |
| WestEnd Advisors, LLC trimmed | 15,107 | $2M | 0.5% | 2026-Q2 |
| Creative Planning added | 13,504 | $2M | 0.4% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 12,631 | $1M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 12,611 | $1M | 0.4% | 2026-Q2 |
| Wealth Management Partners, LLC added | 12,606 | $1M | 0.4% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 12,117 | $1M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 12,014 | $1M | 0.4% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 11,722 | $1M | 0.4% | 2026-Q2 |
| Compagnie Lombard Odier SCmA trimmed | 11,515 | $1M | 0.4% | 2026-Q2 |
| Blue Fin Capital, Inc. | 10,508 | $1M | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 10,108 | $1M | 0.3% | 2026-Q2 |
| BAILARD, INC. added | 9,962 | $1M | 0.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. new | 9,884 | $1M | 0.3% | 2026-Q2 |
| BFI Infinity Ltd. | 9,534 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 9,317 | $1M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 8,479 | $992K | 0.3% | 2026-Q2 |
| United Asset Strategies, Inc. added | 7,176 | $839K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 6,030 | $705K | 0.2% | 2026-Q2 |
| Yoffe Investment Management, LLC | 5,991 | $701K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5,543 | $640K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 5,528 | $647K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 5,040 | $589K | 0.2% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 4,823 | $564K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,611 | $539K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,359 | $510K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,230 | $495K | 0.1% | 2026-Q2 |
| Summa Corp. | 4,086 | $478K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 4,064 | $475K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 4,019 | $470K | 0.1% | 2026-Q2 |
| Mandatum Life Insurance Co Ltd | 3,955 | $463K | 0.1% | 2026-Q2 |
| Tolleson Wealth Management, Inc. | 3,872 | $453K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,827 | $448K | 0.1% | 2026-Q2 |
| BBR PARTNERS, LLC | 3,802 | $445K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 3,410 | $399K | 0.1% | 2026-Q2 |
| HARRELL INVESTMENT PARTNERS, LLC trimmed | 3,321 | $388K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 3,190 | $373K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 3,170 | $371K | 0.1% | 2026-Q2 |
| Sharper & Granite LLC | 3,000 | $351K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 2,964 | $347K | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 2,958 | $346K | 0.1% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 2,920 | $342K | 0.1% | 2026-Q2 |
| FMR LLC added | 2,912 | $341K | 0.1% | 2026-Q2 |
| Financial Council, LLC added | 2,684 | $314K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,422 | $283K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 2,402 | $281K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 2,349 | $275K | 0.1% | 2026-Q2 |
| PFG Investments, LLC | 2,300 | $269K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 2,294 | $268K | 0.1% | 2026-Q2 |
| Guidance Point Advisors, LLC trimmed | 2,264 | $265K | 0.1% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 2,238 | $262K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 2,204 | $258K | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 2,165 | $253K | 0.1% | 2026-Q2 |
| MMBG INVESTMENT ADVISORS CO. new | 1,950 | $228K | 0.1% | 2026-Q2 |
| Abacus Planning Group, Inc. new | 1,911 | $224K | 0.1% | 2026-Q2 |
| Americana Partners, LLC trimmed | 1,872 | $219K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,864 | $218K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 1,864 | $218K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 1,843 | $216K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,819 | $213K | 0.1% | 2026-Q2 |
| Banco Santander, S.A. new | 1,727 | $202K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,650 | $193K | 0.1% | 2026-Q2 |
| WEBSTER BANK, N. A. trimmed | 1,576 | $184K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,498 | $171K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. | 1,117 | $131K | 0.0% | 2026-Q2 |
| DELTA ASSET MANAGEMENT LLC/TN | 950 | $111K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.