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Institutional Ownership · SEC Form 13F

Who owns EEMX


Which tracked institutional funds hold EEMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EEMX company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

49
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on EEMX is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 2 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

EEMX’s largest tracked holder by dollar value, Windmill Hill Asset Management Ltd, sizes it at 15.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 15.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EEMX 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 49 tracked filers holding EEMX, 24 increased or opened the position and 23 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 EEMX 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 5

  • FLPUTNAM INVESTMENT MANAGEMENT CO$7M
  • FLOW TRADERS U.S. LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
  • JANE STREET GROUP, LLC$2M
  • CITADEL ADVISORS LLC$2M

Largest adds

  • Windmill Hill Asset Management Ltd$44M
  • BALDWIN WEALTH PARTNERS LLC/MA$2M
  • BANK OF AMERICA CORP /DE/$724K

Largest trims

  • Financial Engines Advisors L.L.C.$5M
  • Cerity Partners LLC$428K

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
Windmill Hill Asset Management Ltd added1,102,420$49M40.4%2026-Q1
Betterment LLC trimmed585,684$26M21.5%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO added147,082$7M5.4%2026-Q1
Rockefeller Capital Management L.P. trimmed104,309$5M3.8%2026-Q1
FLOW TRADERS U.S. LLC added93,750$4M3.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added83,777$4M3.1%2026-Q1
BANK OF AMERICA CORP /DE/ added69,495$3M2.5%2026-Q1
BALDWIN WEALTH PARTNERS LLC/MA added57,584$3M2.1%2026-Q1
JANE STREET GROUP, LLC added53,319$2M2.0%2026-Q1
Composition Wealth, LLC trimmed41,832$2M1.5%2026-Q1
Cerity Partners LLC trimmed39,138$2M1.4%2026-Q1
CITADEL ADVISORS LLC trimmed35,578$2M1.3%2026-Q1
LPL Financial LLC trimmed27,681$1M1.0%2026-Q1
TIFF ADVISORY SERVICES, LLC trimmed15,572$688K0.6%2026-Q1
BAILARD, INC.12,891$570K0.5%2026-Q1
Creative Planning trimmed12,868$569K0.5%2026-Q1
Mariner, LLC added12,187$539K0.4%2026-Q1
Modera Wealth Management, LLC11,430$505K0.4%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC added11,281$499K0.4%2026-Q1
Tortoise Investment Management, LLC added11,214$496K0.4%2026-Q1
PROFFITT & GOODSON INC trimmed10,265$454K0.4%2026-Q1
BlackRock, Inc.9,910$438K0.4%2026-Q1
Thrivent Financial for Lutherans trimmed8,135$360K0.3%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed7,949$351K0.3%2026-Q1
BRADLEY FOSTER & SARGENT INC/CT6,547$289K0.2%2026-Q1
Financial Engines Advisors L.L.C. trimmed5,732$253K0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added5,679$251K0.2%2026-Q1
Sankala Group LLC added5,705$247K0.2%2026-Q1
Bridgewater Advisors Inc. trimmed4,114$217K0.2%2026-Q1
William Mack & Associates, Inc. trimmed4,684$207K0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,232$99K0.1%2026-Q1
McIlrath & Eck, LLC trimmed1,265$56K0.0%2026-Q1
N.E.W. Advisory Services LLC added1,096$48K0.0%2026-Q1
MASECO LLP trimmed547$24K0.0%2026-Q1
AdvisorNet Financial, Inc added320$14K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/282$12K0.0%2026-Q1
EVERMAY WEALTH MANAGEMENT LLC trimmed275$12K0.0%2026-Q1
GW&K Investment Management, LLC new117$5K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed106$5K0.0%2026-Q1
UBS Group AG trimmed92$4K0.0%2026-Q1
FMR LLC trimmed83$4K0.0%2026-Q1
CWM, LLC new39$2K0.0%2026-Q1
Dunhill Financial, LLC14$6180.0%2026-Q1
Western Wealth Management, LLC new12$5300.0%2026-Q1
VANGUARD ADVISERS INC new4$1770.0%2026-Q1
MORGAN STANLEY3$1350.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed1$440.0%2026-Q1
WELLS FARGO & COMPANY/MN added1$350.0%2026-Q1
Urban Financial Advisory Corp1$270.0%2026-Q1
OLD MISSION CAPITAL LLC trimmed33,329$1M1.2%2025-Q3 stale
PARTNERS CAPITAL INVESTMENT GROUP, LLP19,846$667K0.6%2025-Q1 stale
rebel Financial LLC added9,948$424K0.4%2025-Q4 stale
CITIGROUP INC new9,789$409K0.3%2025-Q3 stale
Boyd Wealth Management, LLC added9,173$384K0.3%2025-Q3 stale
Prime Capital Investment Advisors, LLC new9,505$319K0.3%2025-Q1 stale
Arax Advisory Partners new4,028$302K0.3%2025-Q2 stale
SB Capital Management Inc new6,209$265K0.2%2025-Q4 stale
GTS SECURITIES LLC trimmed6,835$256K0.2%2025-Q2 stale
JFG Wealth Management, LLC trimmed7,031$236K0.2%2025-Q1 stale
Belvedere Trading LLC trimmed6,139$230K0.2%2025-Q2 stale
Virtu Financial LLC trimmed6,079$228K0.2%2025-Q2 stale
FIRST NATIONAL CORP /MA/ /ADV new4,889$206K0.2%2025-Q3 stale
eCIO, Inc. trimmed896$38K0.0%2025-Q4 stale
Root Financial Partners, LLC new781$33K0.0%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new669$25K0.0%2025-Q2 stale
FLAGSHIP HARBOR ADVISORS, LLC trimmed314$13K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC.251$10K0.0%2025-Q3 stale
RESOURCES MANAGEMENT CORP /CT/ /ADV new117$5K0.0%2025-Q3 stale
NewEdge Advisors, LLC90$4K0.0%2025-Q4 stale
Sachetta, LLC trimmed43$2K0.0%2025-Q4 stale
Plante Moran Financial Advisors, LLC new43$2K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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