Who owns EMBX
Which tracked institutional funds hold EMBX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMBX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 EMBX is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 6 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
EMBX’s largest tracked holder by dollar value, MIDLAND WEALTH ADVISORS, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EMBX 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 52 tracked filers holding EMBX, 42 increased or opened the position and 16 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 EMBX 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 7
- Csenge Advisory Group$6M
- NewEdge Wealth, LLC$4M
- Integras Partners LLC$3M
- NewEdge Advisors, LLC$2M
- IFP Advisors, Inc$1M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$618K
Full exits 5
- VAN ECK ASSOCIATES CORP$10M
- Integrated Wealth Concepts LLC$4M
- GOLDMAN SACHS GROUP INC$2M
- Janney Montgomery Scott LLC$1M
- Richmond Investment Services, LLC$543K
Largest adds
- MIDLAND WEALTH ADVISORS, LLC$5M
- LPL Financial LLC$3M
- OSAIC HOLDINGS, INC.$3M
- AVALON CAPITAL MANAGEMENT$3M
- Beaumont Financial Advisors, LLC$2M
- Ferguson Shapiro LLC$919K
Largest trims
- Perennial Investment Advisors, 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 |
|---|---|---|---|---|
| MIDLAND WEALTH ADVISORS, LLC added | 1,111,959 | $57M | 27.6% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 323,198 | $17M | 8.0% | 2026-Q2 |
| LPL Financial LLC added | 247,756 | $13M | 6.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 216,170 | $11M | 5.4% | 2026-Q2 |
| AVALON CAPITAL MANAGEMENT added | 212,985 | $11M | 5.3% | 2026-Q2 |
| Dakota Wealth Management added | 180,371 | $9M | 4.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 129,118 | $7M | 3.2% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 127,588 | $7M | 3.2% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC added | 125,714 | $6M | 3.1% | 2026-Q2 |
| Csenge Advisory Group new | 114,577 | $6M | 2.8% | 2026-Q2 |
| Krilogy Financial LLC added | 93,614 | $5M | 2.3% | 2026-Q2 |
| NewEdge Wealth, LLC new | 87,098 | $4M | 2.2% | 2026-Q2 |
| KRAEMATON INVESTMENT ADVISORS, INC added | 81,023 | $4M | 2.0% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 70,857 | $4M | 1.8% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 64,525 | $3M | 1.6% | 2026-Q2 |
| Ferguson Shapiro LLC added | 60,300 | $3M | 1.5% | 2026-Q2 |
| Integras Partners LLC new | 54,273 | $3M | 1.3% | 2026-Q2 |
| NewEdge Advisors, LLC new | 42,663 | $2M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 39,313 | $2M | 1.0% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 22,066 | $1M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc new | 21,393 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 21,295 | $1M | 0.5% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC trimmed | 18,824 | $966K | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 16,079 | $825K | 0.4% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 15,082 | $774K | 0.4% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 14,962 | $768K | 0.4% | 2026-Q2 |
| TPG Advisors LLC added | 14,793 | $759K | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 12,045 | $618K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 11,928 | $612K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 10,978 | $563K | 0.3% | 2026-Q2 |
| Alpine Bank Wealth Management new | 9,773 | $501K | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 9,549 | $490K | 0.2% | 2026-Q2 |
| Bison Wealth, LLC new | 8,000 | $410K | 0.2% | 2026-Q2 |
| Mills Wealth Advisors LLC new | 7,966 | $409K | 0.2% | 2026-Q2 |
| Echo45 Advisors LLC added | 7,437 | $382K | 0.2% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC added | 7,393 | $379K | 0.2% | 2026-Q2 |
| Opal Wealth Advisors, LLC added | 6,453 | $331K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 5,977 | $307K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 5,188 | $266K | 0.1% | 2026-Q2 |
| FWG Holdings, LLC added | 4,980 | $253K | 0.1% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC new | 4,691 | $241K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 4,454 | $229K | 0.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC new | 4,307 | $221K | 0.1% | 2026-Q2 |
| Balefire, LLC new | 4,043 | $207K | 0.1% | 2026-Q2 |
| Park Square Financial Group, LLC new | 3,142 | $161K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,342 | $120K | 0.1% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 894 | $46K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 71,065 | $17K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 309 | $16K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 207 | $11K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 194 | $10K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 58 | $3K | 0.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 200,000 | $10M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC new | 73,999 | $4M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 48,245 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 28,644 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Richmond Investment Services, LLC | 10,845 | $543K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 6,047 | $303K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 5,038 | $252K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 4,424 | $222K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 573 | $29K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 407 | $21K | 0.0% | 2025-Q4 stale (2 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.