Who owns EMEQ
Which tracked institutional funds hold EMEQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMEQ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 EMEQ is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 7 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
EMEQ’s largest tracked holder by dollar value, LPL Financial LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EMEQ 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 47 tracked filers holding EMEQ, 30 increased or opened the position and 22 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 EMEQ 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 8
- TD Waterhouse Canada Inc.$5M
- GOLDMAN SACHS GROUP INC$2M
- Providence First Trust Co$990K
- Kovack Advisors, Inc.$834K
- Global Retirement Partners, LLC$581K
- Stratos Wealth Partners, LTD.$563K
Full exits 3
- HighTower Advisors, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- HRT FINANCIAL LP$708K
Largest adds
- LPL Financial LLC$84M
- BANK OF AMERICA CORP /DE/$80M
- TRUIST FINANCIAL CORP$17M
- Pacific Wealth Management$13M
- Bensler, LLC$12M
- ENVESTNET ASSET MANAGEMENT INC$11M
Largest trims
- JANE STREET GROUP, LLC$25M
- Goldstein Advisors, LLC$11M
- CITADEL ADVISORS LLC$4M
- COMMONWEALTH EQUITY SERVICES, 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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,110,053 | $154M | 25.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,145,766 | $83M | 13.8% | 2026-Q2 |
| Pacific Wealth Management trimmed | 480,273 | $35M | 5.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 474,345 | $35M | 5.7% | 2026-Q2 |
| Bensler, LLC trimmed | 434,961 | $32M | 5.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 423,072 | $31M | 5.1% | 2026-Q2 |
| Horizon Wealth Management, LLC trimmed | 347,689 | $25M | 4.2% | 2026-Q2 |
| &PARTNERS trimmed | 333,985 | $24M | 4.0% | 2026-Q2 |
| WINCAP FINANCIAL LLC added | 311,375 | $23M | 3.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 267,141 | $19M | 3.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 160,767 | $12M | 1.9% | 2026-Q2 |
| Pathstone Holdings, LLC added | 128,944 | $9M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 106,437 | $8M | 1.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 88,876 | $6M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 86,776 | $6M | 1.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 72,925 | $5M | 0.8% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 53,934 | $4M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 53,317 | $4M | 0.6% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 48,414 | $4M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 44,515 | $3M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,406 | $3M | 0.5% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 33,691 | $2M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 33,640 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 23,920 | $2M | 0.3% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 19,013 | $1M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 18,096 | $1M | 0.2% | 2026-Q2 |
| Permanens Capital L.P. added | 14,086 | $1M | 0.2% | 2026-Q2 |
| Providence First Trust Co new | 13,582 | $990K | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 11,740 | $855K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. new | 11,443 | $834K | 0.1% | 2026-Q2 |
| Sankala Group LLC added | 12,498 | $790K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 7,976 | $581K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 7,725 | $563K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 7,521 | $548K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 7,368 | $537K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 5,607 | $409K | 0.1% | 2026-Q2 |
| Navis Wealth Advisors, LLC new | 4,249 | $310K | 0.1% | 2026-Q2 |
| Nautilus Advisors LLC new | 3,370 | $230K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,063 | $150K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,893 | $138K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 922 | $67K | 0.0% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC new | 580 | $42K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 213 | $16K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 134 | $9K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 109 | $8K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 100 | $7K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 15 | $1K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC new | 69,495 | $3M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 34,923 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 15,715 | $708K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 8,845 | $399K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ new | 8,732 | $394K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 7,485 | $338K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SECURITY NATIONAL BANK OF SO DAK new | 4,583 | $207K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 837 | $38K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 1,000,149 | $40M | 6.6% | 2025-Q4 stale (2 quarters behind) |
| Prosperity Wealth Management, Inc. added | 27,492 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MACQUARIE GROUP LTD added | 428,584 | $15M | 2.5% | 2025-Q3 stale (3 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.