Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on EEMV is one-sided between 2026-Q1 and 2026-Q2: 74 added or opened and 21 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 332 tracked filers holding EEMV, 124 increased or opened the position and 190 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 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 5
- Rose Capital Advisors LLC$2M
- Simplicity Wealth,LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$969K
- Global Assets Advisory, LLC$756K
- Global Retirement Partners, LLC$708K
Full exits 13
- Lester Murray Antman dba SimplyRich$14M
- CX Institutional$7M
- HighTower Advisors, LLC$6M
- Janney Montgomery Scott LLC$3M
- JOURNEY STRATEGIC WEALTH LLC$2M
- Atria Investments, Inc$2M
Largest adds
- FMR LLC$41M
- BlackRock, Inc.$30M
- BANK OF AMERICA CORP /DE/$28M
- MORGAN STANLEY$23M
- Wharton Business Group, LLC$21M
- UBS Group AG$15M
Largest trims
- BURKETT FINANCIAL SERVICES, LLC$19M
- OLD MISSION CAPITAL LLC$7M
- Horizon Investments, LLC$3M
- TUDOR INVESTMENT CORP ET AL$828K
- RENAISSANCE TECHNOLOGIES LLC$563K
- Investment Partners Asset Management, Inc.$465K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 3,338,217 | $251M | 13.1% | 2026-Q2 |
| FMR LLC added | 3,068,371 | $231M | 12.0% | 2026-Q2 |
| BlackRock, Inc. added | 2,805,754 | $211M | 11.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,543,913 | $192M | 10.0% | 2026-Q2 |
| Wharton Business Group, LLC trimmed | 2,294,992 | $173M | 9.0% | 2026-Q2 |
| UBS Group AG added | 1,097,717 | $83M | 4.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 959,974 | $72M | 3.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 767,092 | $58M | 3.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 638,492 | $48M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 635,410 | $48M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 542,993 | $41M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 355,221 | $27M | 1.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 315,234 | $24M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 241,030 | $18M | 0.9% | 2026-Q2 |
| SECURIAN ASSET MANAGEMENT, INC | 215,206 | $15M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 205,108 | $15M | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 199,105 | $15M | 0.8% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 180,699 | $14M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 179,808 | $14M | 0.7% | 2026-Q2 |
| ANDERSON HOAGLAND & CO trimmed | 177,812 | $13M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 176,822 | $13M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 176,718 | $13M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 171,614 | $13M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 167,667 | $13M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 164,554 | $12M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 163,349 | $12M | 0.6% | 2026-Q2 |
| JMAC ENTERPRISES LLC added | 160,573 | $12M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 150,313 | $11M | 0.6% | 2026-Q2 |
| Symmetry Partners, LLC added | 144,691 | $11M | 0.6% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 142,812 | $11M | 0.6% | 2026-Q2 |
| Idaho Trust Co added | 140,028 | $11M | 0.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 134,794 | $10M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 127,634 | $10M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 122,567 | $9M | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 110,003 | $7M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 108,093 | $8M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 107,669 | $8M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 86,794 | $7M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 82,905 | $6M | 0.3% | 2026-Q2 |
| Well Done, LLC trimmed | 76,990 | $6M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 67,987 | $5M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 67,008 | $5M | 0.3% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 66,814 | $5M | 0.3% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 62,942 | $5M | 0.2% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 62,419 | $5M | 0.2% | 2026-Q2 |
| LMG Wealth Partners, LLC trimmed | 61,682 | $5M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 56,668 | $4M | 0.2% | 2026-Q2 |
| Ifrah Financial Services, Inc. trimmed | 56,493 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 56,128 | $4M | 0.2% | 2026-Q2 |
| Foster Victor Wealth Advisors, LLC trimmed | 55,813 | $4M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 52,913 | $4M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 50,730 | $4M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 46,935 | $3M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 46,045 | $3M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 45,567 | $3M | 0.2% | 2026-Q2 |
| CLEAR WAVE WEALTH MANAGEMENT LLC trimmed | 45,359 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 38,660 | $3M | 0.2% | 2026-Q2 |
| Good Harbor Advisors, Inc. added | 37,491 | $3M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 37,363 | $3M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 34,478 | $3M | 0.1% | 2026-Q2 |
| PLIMOTH TRUST CO LLC trimmed | 33,106 | $2M | 0.1% | 2026-Q2 |
| Beacon Bridge Wealth Partners, LLC added | 32,978 | $2M | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 32,163 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 31,331 | $2M | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 30,935 | $2M | 0.1% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 30,703 | $2M | 0.1% | 2026-Q2 |
| Johnson & White Wealth Management, LLC trimmed | 29,761 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 29,726 | $2M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 28,667 | $2M | 0.1% | 2026-Q2 |
| Friedenthal Financial trimmed | 28,629 | $2M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 28,343 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 27,514 | $2M | 0.1% | 2026-Q2 |
| YHB Investment Advisors, Inc. trimmed | 27,316 | $2M | 0.1% | 2026-Q2 |
| Hilltop National Bank trimmed | 26,737 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 26,706 | $2M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 26,543 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 26,400 | $2M | 0.1% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 25,950 | $2M | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC trimmed | 24,014 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 23,880 | $2M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 23,654 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 23,349 | $2M | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 23,209 | $2M | 0.1% | 2026-Q2 |
| Carr Financial Group Corp trimmed | 22,913 | $2M | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. trimmed | 22,601 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 22,361 | $2M | 0.1% | 2026-Q2 |
| Rose Capital Advisors LLC new | 22,113 | $2M | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 20,554 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 20,128 | $2M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 19,974 | $2M | 0.1% | 2026-Q2 |
| Opus Financial Solutions LLC added | 19,922 | $1M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 19,066 | $1M | 0.1% | 2026-Q2 |
| ASPIRIANT, LLC trimmed | 19,040 | $1M | 0.1% | 2026-Q2 |
| NBT BANK, N.A. trimmed | 19,039 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 18,652 | $1M | 0.1% | 2026-Q2 |
| RHS Financial, LLC trimmed | 18,461 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 18,289 | $1M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 17,531 | $1M | 0.1% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 17,351 | $1M | 0.1% | 2026-Q2 |
| Brio Consultants, LLC trimmed | 17,087 | $1M | 0.1% | 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.