Who owns EEMA (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-Q1 13F filings. 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
22 tracked funds added or opened EEMA while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EEMA more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 161 tracked filers holding EEMA, 59 increased or opened the position and 87 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 2025-Q4 and 2026-Q1 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 11
- JANE STREET GROUP, LLC$22M
- Vontobel Holding Ltd.$21M
- AdvisorShares Investments LLC$16M
- FLOW TRADERS U.S. LLC$10M
- OLD MISSION CAPITAL LLC$9M
- HRT FINANCIAL LP$3M
Full exits 6
- BNP PARIBAS FINANCIAL MARKETS$4M
- SSA SWISS ADVISORS AG$4M
- Envestnet Portfolio Solutions, Inc.$2M
- COMERICA BANK$1M
- Quadrature Capital Ltd$916K
- Ascent Group, LLC$512K
Largest adds
- Gateway Wealth Partners, LLC$17M
- PGIM Custom Harvest LLC$11M
- Bank Julius Baer & Co. Ltd, Zurich$2M
- UBS Group AG$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$1M
Largest trims
- BANK OF AMERICA CORP /DE/$147M
- WestEnd Advisors, LLC$104M
- RAYMOND JAMES FINANCIAL INC$100M
- ENVESTNET ASSET MANAGEMENT INC$99M
- Janney Montgomery Scott LLC$92M
- TRUIST FINANCIAL CORP$51M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 889,178 | $85M | 10.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 742,382 | $71M | 8.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 595,645 | $57M | 7.1% | 2026-Q1 |
| WestEnd Advisors, LLC trimmed | 577,426 | $55M | 6.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 545,102 | $52M | 6.5% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 367,824 | $35M | 4.4% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 344,272 | $33M | 4.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 343,115 | $33M | 4.1% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 340,177 | $33M | 4.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 304,065 | $29M | 3.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 239,902 | $23M | 2.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 226,994 | $22M | 2.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 225,427 | $22M | 2.7% | 2026-Q1 |
| Vontobel Holding Ltd. new | 221,208 | $21M | 2.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 220,202 | $21M | 2.6% | 2026-Q1 |
| AdvisorShares Investments LLC new | 166,252 | $16M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 149,275 | $14M | 1.8% | 2026-Q1 |
| ASSETMARK, INC trimmed | 116,421 | $11M | 1.4% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB added | 104,244 | $10M | 1.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 100,166 | $10M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 93,349 | $9M | 1.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 91,789 | $9M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 90,709 | $9M | 1.1% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. | 70,496 | $7M | 0.8% | 2026-Q1 |
| UBS Group AG added | 67,211 | $6M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 64,634 | $6M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 63,329 | $6M | 0.8% | 2026-Q1 |
| Cerity Partners LLC added | 38,993 | $4M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 35,033 | $3M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 30,522 | $3M | 0.4% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 30,255 | $3M | 0.4% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. trimmed | 29,599 | $3M | 0.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 29,091 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 25,451 | $2M | 0.3% | 2026-Q1 |
| OneAscent Financial Services LLC trimmed | 24,903 | $2M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 28,060 | $2M | 0.3% | 2026-Q1 |
| Fortis Advisors, LLC added | 23,718 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 23,195 | $2M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 21,307 | $2M | 0.3% | 2026-Q1 |
| Coastal Bridge Advisors, LLC trimmed | 20,021 | $2M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 19,198 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 17,611 | $2M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 17,472 | $2M | 0.2% | 2026-Q1 |
| Banque Cantonale Vaudoise | 16,450 | $2M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 16,084 | $2M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 15,882 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 15,489 | $1M | 0.2% | 2026-Q1 |
| Vivaldi Capital Management LP added | 13,814 | $1M | 0.2% | 2026-Q1 |
| FDx Advisors, Inc. trimmed | 13,599 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 13,364 | $1M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 12,823 | $1M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 12,776 | $1M | 0.2% | 2026-Q1 |
| Wealth Management Partners, LLC added | 12,570 | $1M | 0.2% | 2026-Q1 |
| Compagnie Lombard Odier SCmA added | 12,145 | $1M | 0.1% | 2026-Q1 |
| Wharton Business Group, LLC | 12,097 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 11,361 | $1M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 11,292 | $1M | 0.1% | 2026-Q1 |
| Blue Fin Capital, Inc. trimmed | 10,508 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 9,847 | $943K | 0.1% | 2026-Q1 |
| EVOKE WEALTH, LLC | 9,787 | $937K | 0.1% | 2026-Q1 |
| BFI Infinity Ltd. added | 9,534 | $913K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 8,734 | $836K | 0.1% | 2026-Q1 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI added | 8,502 | $814K | 0.1% | 2026-Q1 |
| BAILARD, INC. new | 8,275 | $792K | 0.1% | 2026-Q1 |
| Forum Finance Group S.A. new | 9,589 | $739K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed | 7,639 | $731K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 7,234 | $693K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 6,379 | $611K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 6,353 | $608K | 0.1% | 2026-Q1 |
| Yoffe Investment Management, LLC | 5,991 | $574K | 0.1% | 2026-Q1 |
| &PARTNERS added | 5,951 | $571K | 0.1% | 2026-Q1 |
| United Asset Strategies, Inc. added | 5,626 | $539K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 5,509 | $527K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 4,383 | $420K | 0.1% | 2026-Q1 |
| Elevation Advisory Partners LLC new | 3,959 | $405K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,229 | $405K | 0.1% | 2026-Q1 |
| Summa Corp. | 4,086 | $391K | 0.0% | 2026-Q1 |
| Phillips Wealth Planners LLC trimmed | 3,280 | $382K | 0.0% | 2026-Q1 |
| Mandatum Life Insurance Co Ltd | 3,955 | $379K | 0.0% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 3,947 | $378K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 3,930 | $376K | 0.0% | 2026-Q1 |
| BBR PARTNERS, LLC | 3,802 | $364K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 3,783 | $362K | 0.0% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 3,623 | $347K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 44,900 | $4M | 0.5% | 2025-Q4 stale |
| SSA SWISS ADVISORS AG added | 41,325 | $4M | 0.5% | 2025-Q4 stale |
| Groupe la Francaise new | 33,320 | $3M | 0.3% | 2025-Q3 stale |
| ERn Financial, LLC added | 34,818 | $3M | 0.3% | 2025-Q1 stale |
| Capitolis Liquid Global Markets LLC trimmed | 25,991 | $2M | 0.3% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 18,232 | $2M | 0.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 11,928 | $1M | 0.1% | 2025-Q4 stale |
| Burt Wealth Advisors | 11,143 | $1M | 0.1% | 2025-Q3 stale |
| Quadrature Capital Ltd new | 9,738 | $916K | 0.1% | 2025-Q4 stale |
| Glaxis Capital Management, LLC new | 9,000 | $743K | 0.1% | 2025-Q2 stale |
| NATIXIS trimmed | 8,745 | $720K | 0.1% | 2025-Q2 stale |
| Ascent Group, LLC trimmed | 5,443 | $512K | 0.1% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC trimmed | 4,576 | $420K | 0.1% | 2025-Q3 stale |
| Hilltop Holdings Inc. added | 4,442 | $418K | 0.1% | 2025-Q4 stale |
| Tolleson Wealth Management, Inc. | 3,872 | $364K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 3,606 | $339K | 0.0% | 2025-Q4 stale |
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.