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-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 EEMX is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 3 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 13.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.3pp 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 2026-Q1 and 2026-Q2, across 53 tracked filers holding EEMX, 27 increased or opened the position and 27 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 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 1
- SCS Capital Management LLC$612K
Full exits 2
- Betterment LLC$26M
- FLOW TRADERS U.S. LLC$4M
Largest adds
- Windmill Hill Asset Management Ltd$11M
- FLPUTNAM INVESTMENT MANAGEMENT CO$4M
- Rockefeller Capital Management L.P.$1M
- BANK OF AMERICA CORP /DE/$869K
- BALDWIN WEALTH PARTNERS LLC/MA$751K
- Composition Wealth, LLC$408K
Largest trims
- JANE STREET GROUP, LLC$2M
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 |
|---|---|---|---|---|
| Windmill Hill Asset Management Ltd | 1,102,420 | $60M | 42.5% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 199,956 | $11M | 7.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 104,309 | $6M | 4.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 73,194 | $4M | 2.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 72,765 | $4M | 2.8% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA added | 60,865 | $3M | 2.3% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 41,673 | $2M | 1.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 38,491 | $2M | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 29,629 | $2M | 1.1% | 2026-Q2 |
| LPL Financial LLC added | 28,740 | $2M | 1.1% | 2026-Q2 |
| TIFF ADVISORY SERVICES, LLC added | 16,442 | $890K | 0.6% | 2026-Q2 |
| Creative Planning added | 16,353 | $886K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 15,195 | $823K | 0.6% | 2026-Q2 |
| BlackRock, Inc. added | 13,910 | $753K | 0.5% | 2026-Q2 |
| BAILARD, INC. | 12,891 | $698K | 0.5% | 2026-Q2 |
| Modera Wealth Management, LLC | 11,430 | $619K | 0.4% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 11,308 | $612K | 0.4% | 2026-Q2 |
| SCS Capital Management LLC new | 11,304 | $612K | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,114 | $602K | 0.4% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 10,814 | $586K | 0.4% | 2026-Q2 |
| PROFFITT & GOODSON INC trimmed | 10,082 | $546K | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 7,839 | $424K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 7,811 | $423K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 7,257 | $393K | 0.3% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT | 6,547 | $355K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,477 | $351K | 0.2% | 2026-Q2 |
| Boyd Wealth Management, LLC trimmed | 5,487 | $297K | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 5,247 | $284K | 0.2% | 2026-Q2 |
| GGM Financial LLC new | 5,039 | $273K | 0.2% | 2026-Q2 |
| Sankala Group LLC trimmed | 5,194 | $269K | 0.2% | 2026-Q2 |
| William Mack & Associates, Inc. added | 4,931 | $267K | 0.2% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 4,360 | $236K | 0.2% | 2026-Q2 |
| Hobbs Group Advisors, LLC trimmed | 4,200 | $227K | 0.2% | 2026-Q2 |
| GenTrust, LLC new | 3,963 | $215K | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC new | 3,957 | $214K | 0.2% | 2026-Q2 |
| Arax Advisory Partners trimmed | 3,904 | $211K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 3,904 | $211K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,791 | $205K | 0.1% | 2026-Q2 |
| Robinswood Financial LLC added | 1,576 | $85K | 0.1% | 2026-Q2 |
| First Bancorp, Inc /ME/ new | 1,170 | $63K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 889 | $48K | 0.0% | 2026-Q2 |
| UBS Group AG added | 860 | $47K | 0.0% | 2026-Q2 |
| MASECO LLP | 547 | $30K | 0.0% | 2026-Q2 |
| Brooklyn FI, LLC new | 420 | $22K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 318 | $17K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 282 | $15K | 0.0% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC | 275 | $15K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 112 | $6K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 92 | $5K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 40 | $2K | 0.0% | 2026-Q2 |
| Dunhill Financial, LLC | 14 | $758 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2 | $108 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $37 | 0.0% | 2026-Q2 |
| Betterment LLC trimmed | 585,684 | $26M | 18.4% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 93,750 | $4M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 8,135 | $360K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Bridgewater Advisors Inc. trimmed | 4,114 | $217K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC trimmed | 1,265 | $56K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GW&K Investment Management, LLC new | 117 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 39 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 12 | $530 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD ADVISERS INC new | 4 | $177 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1 | $44 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Urban Financial Advisory Corp | 1 | $27 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| rebel Financial LLC added | 9,948 | $424K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SB Capital Management Inc new | 6,209 | $265K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| eCIO, Inc. trimmed | 896 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 314 | $13K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sachetta, LLC trimmed | 43 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC new | 9,789 | $409K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| FIRST NATIONAL CORP /MA/ /ADV new | 4,889 | $206K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Root Financial Partners, LLC new | 781 | $33K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 251 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| RESOURCES MANAGEMENT CORP /CT/ /ADV new | 117 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GTS SECURITIES LLC new | 6,835 | $256K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Belvedere Trading LLC trimmed | 6,139 | $230K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC new | 6,079 | $228K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Plante Moran Financial Advisors, LLC new | 43 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.