Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

345
Institutional holders
27,626,652
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed3,452,920$224M12.5%2026-Q1
FMR LLC added2,941,969$190M10.7%2026-Q1
BlackRock, Inc. trimmed2,795,985$181M10.1%2026-Q1
MORGAN STANLEY added2,600,324$168M9.4%2026-Q1
Wharton Business Group, LLC added2,347,193$152M8.5%2026-Q1
UBS Group AG trimmed1,047,110$68M3.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed967,119$63M3.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added769,716$50M2.8%2026-Q1
LPL Financial LLC added670,271$43M2.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed634,328$41M2.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed551,069$36M2.0%2026-Q1
RHUMBLINE ADVISERS trimmed361,294$23M1.3%2026-Q1
OLD MISSION CAPITAL LLC added301,953$20M1.1%2026-Q1
BURKETT FINANCIAL SERVICES, LLC added289,513$19M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed270,476$18M1.0%2026-Q1
Cetera Investment Advisers trimmed246,357$16M0.9%2026-Q1
Lester Murray Antman dba SimplyRich trimmed222,435$14M0.8%2026-Q1
SECURIAN ASSET MANAGEMENT, INC trimmed215,206$14M0.8%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed201,947$13M0.7%2026-Q1
Modern Wealth Management, LLC trimmed197,758$13M0.7%2026-Q1
JPMORGAN CHASE & CO added196,370$12M0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed185,644$12M0.7%2026-Q1
ANDERSON HOAGLAND & CO added181,304$12M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed172,039$11M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed169,683$11M0.6%2026-Q1
Creative Planning added168,339$11M0.6%2026-Q1
Mariner, LLC added162,956$11M0.6%2026-Q1
Baird Financial Group, Inc. added157,824$10M0.6%2026-Q1
Brookstone Capital Management added150,892$10M0.5%2026-Q1
Modera Wealth Management, LLC trimmed143,869$9M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed135,652$9M0.5%2026-Q1
Symmetry Partners, LLC added135,001$9M0.5%2026-Q1
JMAC ENTERPRISES LLC added126,945$8M0.5%2026-Q1
Idaho Trust Co added125,501$8M0.5%2026-Q1
Horizon Investments, LLC added124,940$8M0.5%2026-Q1
CX Institutional added113,129$7M0.4%2026-Q1
World Investment Advisors added110,089$7M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed108,915$7M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed108,584$7M0.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed98,316$6M0.4%2026-Q1
HighTower Advisors, LLC added96,462$6M0.3%2026-Q1
Cerity Partners LLC added91,790$6M0.3%2026-Q1
Kestra Advisory Services, LLC added88,248$6M0.3%2026-Q1
Well Done, LLC trimmed78,350$5M0.3%2026-Q1
Vestmark Advisory Solutions, Inc. added70,977$5M0.3%2026-Q1
MATHER GROUP, LLC. added67,515$4M0.2%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added62,794$4M0.2%2026-Q1
Foster Victor Wealth Advisors, LLC added60,456$4M0.2%2026-Q1
LMG Wealth Partners, LLC added64,089$4M0.2%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed60,078$4M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed58,879$4M0.2%2026-Q1
Ifrah Financial Services, Inc. trimmed57,620$4M0.2%2026-Q1
Bleakley Financial Group, LLC trimmed56,831$4M0.2%2026-Q1
Steward Partners Investment Advisory, LLC trimmed54,267$4M0.2%2026-Q1
FIFTH THIRD BANCORP added53,611$3M0.2%2026-Q1
Apella Capital, LLC trimmed47,782$3M0.2%2026-Q1
CLEAR WAVE WEALTH MANAGEMENT LLC new47,725$3M0.2%2026-Q1
OPPENHEIMER & CO INC trimmed43,440$3M0.2%2026-Q1
Janney Montgomery Scott LLC added42,789$3M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added43,237$3M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed39,658$3M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed39,400$3M0.1%2026-Q1
JOURNEY STRATEGIC WEALTH LLC trimmed36,631$2M0.1%2026-Q1
Stratos Wealth Partners, LTD. added36,616$2M0.1%2026-Q1
Good Harbor Advisors, Inc. trimmed36,120$2M0.1%2026-Q1
&PARTNERS trimmed34,632$2M0.1%2026-Q1
Focus Partners Wealth added34,138$2M0.1%2026-Q1
PLIMOTH TRUST CO LLC added33,583$2M0.1%2026-Q1
Hilltop National Bank trimmed32,698$2M0.1%2026-Q1
New England Private Wealth Advisors LLC trimmed31,892$2M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added31,640$2M0.1%2026-Q1
Johnson & White Wealth Management, LLC trimmed30,987$2M0.1%2026-Q1
Beacon Bridge Wealth Partners, LLC trimmed30,846$2M0.1%2026-Q1
Conservest Capital Advisors, Inc. trimmed30,497$2M0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed30,472$2M0.1%2026-Q1
YHB Investment Advisors, Inc. trimmed29,906$2M0.1%2026-Q1
UMB Bank, n.a. added29,401$2M0.1%2026-Q1
Friedenthal Financial added29,358$2M0.1%2026-Q1
Parallel Advisors, LLC trimmed29,167$2M0.1%2026-Q1
Sequoia Financial Advisors, LLC trimmed29,059$2M0.1%2026-Q1
Atria Investments, Inc trimmed27,983$2M0.1%2026-Q1
Daiwa Securities Group Inc. added27,850$2M0.1%2026-Q1
U.S. Capital Wealth Advisors, LLC added26,754$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed26,627$2M0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.26,543$2M0.1%2026-Q1
STIFEL FINANCIAL CORP added26,532$2M0.1%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS567,043$33M1.9%2025-Q1 stale
JANE STREET GROUP, LLC added344,513$22M1.2%2025-Q4 stale
Alaska Permanent Fund Corp132,854$8M0.4%2025-Q1 stale
Wade Financial Advisory, Inc added119,049$7M0.4%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added107,207$7M0.4%2025-Q2 stale
Quadrature Capital Ltd added78,874$5M0.3%2025-Q3 stale
COMERICA BANK trimmed51,036$3M0.2%2025-Q4 stale
SYKON CAPITAL LLC added44,623$3M0.2%2025-Q2 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC added40,467$3M0.1%2025-Q4 stale
CW Advisors, LLC trimmed39,119$2M0.1%2025-Q2 stale
Rock Creek Group, LP trimmed36,900$2M0.1%2025-Q2 stale
FLOW TRADERS U.S. LLC added27,651$2M0.1%2025-Q3 stale
NerdWallet Wealth Partners, LLC trimmed31,912$2M0.1%2025-Q4 stale
Virtu Financial LLC added26,812$2M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership