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Institutional Ownership · SEC Form 13F

Who owns EMF (EMF)


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

56
Institutional holders
8,442,431
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened EMF while 8 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

EMF’s largest tracked holder by dollar value, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EMF 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 56 tracked filers holding EMF, 19 increased or opened the position and 34 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 EMF 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

  • GREAT VALLEY ADVISOR GROUP, INC.$17M
  • WOLVERINE ASSET MANAGEMENT LLC$812K
  • Visionary Wealth Advisors$597K

Full exits 2

  • Shaker Financial Services, LLC$1M
  • AQR Arbitrage LLC$1M

Largest adds

  • Cambridge Investment Research Advisors, Inc.$1M
  • Steward Partners Investment Advisory, LLC$1M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$499K
  • FLAGSHIP HARBOR ADVISORS, LLC$270K

Largest trims

  • CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$9M
  • STATE OF WISCONSIN INVESTMENT BOARD$6M
  • 1607 Capital Partners, LLC$3M
  • BANK OF AMERICA CORP /DE/$3M
  • Beacon Pointe Advisors, LLC$952K
  • Traub Capital Management LLC$457K

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
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed3,541,856$62M39.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. new969,379$17M10.7%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed650,000$11M7.2%2026-Q1
Allspring Global Investments Holdings, LLC trimmed550,476$10M6.1%2026-Q1
1607 Capital Partners, LLC trimmed437,936$8M4.8%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed266,286$5M2.9%2026-Q1
Steward Partners Investment Advisory, LLC added198,873$3M2.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed169,568$3M1.9%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added167,752$3M1.9%2026-Q1
Uncommon Cents Investing LLC added164,458$3M1.8%2026-Q1
Beacon Pointe Advisors, LLC trimmed143,541$3M1.6%2026-Q1
Alexander Randolph Advisory, Inc. trimmed103,413$2M1.1%2026-Q1
MORGAN STANLEY added98,764$2M1.1%2026-Q1
Integrated Wealth Concepts LLC trimmed97,191$2M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added88,119$2M1.0%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO62,955$1M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed52,917$926K0.6%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,000$874K0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed48,914$856K0.5%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed46,446$812K0.5%2026-Q1
Capital Investment Advisors, LLC46,400$812K0.5%2026-Q1
Calamos Advisors LLC added45,191$790K0.5%2026-Q1
PARK AVENUE SECURITIES LLC trimmed43,216$756K0.5%2026-Q1
Traub Capital Management LLC trimmed35,755$625K0.4%2026-Q1
Visionary Wealth Advisors new34,111$597K0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added31,823$557K0.4%2026-Q1
LPL Financial LLC trimmed29,147$510K0.3%2026-Q1
FIRST TRUST ADVISORS LP added28,319$495K0.3%2026-Q1
ROYAL BANK OF CANADA added24,111$422K0.3%2026-Q1
Cetera Investment Advisers added22,096$386K0.2%2026-Q1
Baltimore-Washington Financial Advisors, Inc.19,081$334K0.2%2026-Q1
Invesco Ltd. added18,722$327K0.2%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC18,218$319K0.2%2026-Q1
Closed-End Fund Advisors, Inc.17,991$315K0.2%2026-Q1
Cresset Asset Management, LLC trimmed16,485$288K0.2%2026-Q1
ROBERTS GLORE & CO INC /IL/13,000$227K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed12,965$227K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,642$221K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS12,245$214K0.1%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed10,746$188K0.1%2026-Q1
JANE STREET GROUP, LLC new10,345$181K0.1%2026-Q1
CWM, LLC trimmed6,744$118K0.1%2026-Q1
Key Financial Inc4,736$83K0.1%2026-Q1
SouthState Bank Corp4,697$82K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,843$50K0.0%2026-Q1
Hilltop National Bank2,579$45K0.0%2026-Q1
Hara Capital LLC trimmed2,500$44K0.0%2026-Q1
UBS Group AG trimmed2,220$39K0.0%2026-Q1
FIFTH THIRD BANCORP added1,500$26K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added800$14K0.0%2026-Q1
Evelyn Partners Investment Management LLP750$13K0.0%2026-Q1
Kilter Group LLC trimmed701$12K0.0%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed429$8K0.0%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT200$3K0.0%2026-Q1
NATIONAL BANK OF CANADA /FI/150$3K0.0%2026-Q1
Kozak & Associates, Inc. trimmed129$2K0.0%2026-Q1
Family Firm, Inc. trimmed217,772$3M2.0%2025-Q2 stale
Shaker Financial Services, LLC trimmed65,060$1M0.7%2025-Q4 stale
AQR Arbitrage LLC trimmed61,016$1M0.7%2025-Q4 stale
Saba Capital Management, L.P.44,869$751K0.5%2025-Q3 stale
Matisse Capital trimmed44,136$739K0.5%2025-Q3 stale
Murphy, Middleton, Hinkle & Parker, Inc. new3,000$497K0.3%2025-Q4 stale
Almitas Capital LLC38,021$489K0.3%2025-Q1 stale
Logan Stone Capital, LLC trimmed34,289$441K0.3%2025-Q1 stale
Verition Fund Management LLC new20,139$294K0.2%2025-Q2 stale
Holowesko Partners Ltd.20,859$268K0.2%2025-Q1 stale
Moloney Securities Asset Management, LLC trimmed15,049$252K0.2%2025-Q3 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added13,570$243K0.2%2025-Q4 stale
HighTower Advisors, LLC trimmed12,406$211K0.1%2025-Q4 stale
CSS LLC/IL trimmed12,149$203K0.1%2025-Q3 stale
Modern Wealth Management, LLC trimmed11,280$192K0.1%2025-Q4 stale
AQR CAPITAL MANAGEMENT LLC new10,866$140K0.1%2025-Q1 stale
INTEGRATED CAPITAL MANAGEMENT, INC. trimmed10,180$131K0.1%2025-Q1 stale
COMERICA BANK trimmed1,500$26K0.0%2025-Q4 stale
IFP Advisors, Inc added1,101$18K0.0%2025-Q3 stale
OPTIMUM INVESTMENT ADVISORS1,100$18K0.0%2025-Q3 stale
Versant Capital Management, Inc937$16K0.0%2025-Q4 stale
FNY Investment Advisers, LLC trimmed897$11K0.0%2025-Q1 stale
Cape Investment Advisory, Inc.316$5K0.0%2025-Q4 stale
NewEdge Advisors, LLC258$4K0.0%2025-Q4 stale
Global Retirement Partners, LLC98$2K0.0%2025-Q4 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