Who owns EEMV (EEMV)
Which tracked institutional funds hold EEMV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EEMV 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
34 tracked funds added or opened EEMV while 44 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
EEMV’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 EEMV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EEMV 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 345 tracked filers holding EEMV, 114 increased or opened the position and 175 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 EEMV 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 3
- RWA WEALTH PARTNERS, LLC$4M
- CLEAR WAVE WEALTH MANAGEMENT LLC$3M
- VestGen Advisors, LLC$739K
Full exits 9
- JANE STREET GROUP, LLC$22M
- COMERICA BANK$3M
- FOUNDATIONS INVESTMENT ADVISORS, LLC$3M
- NerdWallet Wealth Partners, LLC$2M
- Virtu Financial LLC$2M
- CITIGROUP INC$1M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$46M
- OLD MISSION CAPITAL LLC$18M
- MORGAN STANLEY$17M
- FMR LLC$12M
- CX Institutional$7M
- Wharton Business Group, LLC$5M
Largest trims
- BANK OF AMERICA CORP /DE/$574M
- UBS Group AG$46M
- AMERIPRISE FINANCIAL INC$18M
- BlackRock, Inc.$15M
- Banco Santander, S.A.$13M
- Vestcor Inc$9M
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 | 3,452,920 | $224M | 12.5% | 2026-Q1 |
| FMR LLC added | 2,941,969 | $190M | 10.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,795,985 | $181M | 10.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,600,324 | $168M | 9.4% | 2026-Q1 |
| Wharton Business Group, LLC added | 2,347,193 | $152M | 8.5% | 2026-Q1 |
| UBS Group AG trimmed | 1,047,110 | $68M | 3.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 967,119 | $63M | 3.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 769,716 | $50M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 670,271 | $43M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 634,328 | $41M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 551,069 | $36M | 2.0% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 361,294 | $23M | 1.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 301,953 | $20M | 1.1% | 2026-Q1 |
| BURKETT FINANCIAL SERVICES, LLC added | 289,513 | $19M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 270,476 | $18M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 246,357 | $16M | 0.9% | 2026-Q1 |
| Lester Murray Antman dba SimplyRich trimmed | 222,435 | $14M | 0.8% | 2026-Q1 |
| SECURIAN ASSET MANAGEMENT, INC trimmed | 215,206 | $14M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 201,947 | $13M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 197,758 | $13M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 196,370 | $12M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 185,644 | $12M | 0.7% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 181,304 | $12M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 172,039 | $11M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 169,683 | $11M | 0.6% | 2026-Q1 |
| Creative Planning added | 168,339 | $11M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 162,956 | $11M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 157,824 | $10M | 0.6% | 2026-Q1 |
| Brookstone Capital Management added | 150,892 | $10M | 0.5% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 143,869 | $9M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 135,652 | $9M | 0.5% | 2026-Q1 |
| Symmetry Partners, LLC added | 135,001 | $9M | 0.5% | 2026-Q1 |
| JMAC ENTERPRISES LLC added | 126,945 | $8M | 0.5% | 2026-Q1 |
| Idaho Trust Co added | 125,501 | $8M | 0.5% | 2026-Q1 |
| Horizon Investments, LLC added | 124,940 | $8M | 0.5% | 2026-Q1 |
| CX Institutional added | 113,129 | $7M | 0.4% | 2026-Q1 |
| World Investment Advisors added | 110,089 | $7M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 108,915 | $7M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 108,584 | $7M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 98,316 | $6M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 96,462 | $6M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 91,790 | $6M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 88,248 | $6M | 0.3% | 2026-Q1 |
| Well Done, LLC trimmed | 78,350 | $5M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 70,977 | $5M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. added | 67,515 | $4M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 62,794 | $4M | 0.2% | 2026-Q1 |
| Foster Victor Wealth Advisors, LLC added | 60,456 | $4M | 0.2% | 2026-Q1 |
| LMG Wealth Partners, LLC added | 64,089 | $4M | 0.2% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 60,078 | $4M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 58,879 | $4M | 0.2% | 2026-Q1 |
| Ifrah Financial Services, Inc. trimmed | 57,620 | $4M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 56,831 | $4M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 54,267 | $4M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 53,611 | $3M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 47,782 | $3M | 0.2% | 2026-Q1 |
| CLEAR WAVE WEALTH MANAGEMENT LLC new | 47,725 | $3M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 43,440 | $3M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 42,789 | $3M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 43,237 | $3M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 39,658 | $3M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 39,400 | $3M | 0.1% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 36,631 | $2M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 36,616 | $2M | 0.1% | 2026-Q1 |
| Good Harbor Advisors, Inc. trimmed | 36,120 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 34,632 | $2M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 34,138 | $2M | 0.1% | 2026-Q1 |
| PLIMOTH TRUST CO LLC added | 33,583 | $2M | 0.1% | 2026-Q1 |
| Hilltop National Bank trimmed | 32,698 | $2M | 0.1% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 31,892 | $2M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 31,640 | $2M | 0.1% | 2026-Q1 |
| Johnson & White Wealth Management, LLC trimmed | 30,987 | $2M | 0.1% | 2026-Q1 |
| Beacon Bridge Wealth Partners, LLC trimmed | 30,846 | $2M | 0.1% | 2026-Q1 |
| Conservest Capital Advisors, Inc. trimmed | 30,497 | $2M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 30,472 | $2M | 0.1% | 2026-Q1 |
| YHB Investment Advisors, Inc. trimmed | 29,906 | $2M | 0.1% | 2026-Q1 |
| UMB Bank, n.a. added | 29,401 | $2M | 0.1% | 2026-Q1 |
| Friedenthal Financial added | 29,358 | $2M | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 29,167 | $2M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 29,059 | $2M | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 27,983 | $2M | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 27,850 | $2M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 26,754 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 26,627 | $2M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 26,543 | $2M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 26,532 | $2M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 567,043 | $33M | 1.9% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 344,513 | $22M | 1.2% | 2025-Q4 stale |
| Alaska Permanent Fund Corp | 132,854 | $8M | 0.4% | 2025-Q1 stale |
| Wade Financial Advisory, Inc added | 119,049 | $7M | 0.4% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 107,207 | $7M | 0.4% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 78,874 | $5M | 0.3% | 2025-Q3 stale |
| COMERICA BANK trimmed | 51,036 | $3M | 0.2% | 2025-Q4 stale |
| SYKON CAPITAL LLC added | 44,623 | $3M | 0.2% | 2025-Q2 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC added | 40,467 | $3M | 0.1% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 39,119 | $2M | 0.1% | 2025-Q2 stale |
| Rock Creek Group, LP trimmed | 36,900 | $2M | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 27,651 | $2M | 0.1% | 2025-Q3 stale |
| NerdWallet Wealth Partners, LLC trimmed | 31,912 | $2M | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC added | 26,812 | $2M | 0.1% | 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.