Who owns EMGF (EMGF)
Which tracked institutional funds hold EMGF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMGF 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.
How the tape is positioned
60 tracked funds added or opened EMGF while 28 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
EMGF’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EMGF 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 216 tracked filers holding EMGF, 118 increased or opened the position and 85 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 EMGF 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 12
- Annex Advisory Services, LLC$36M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$35M
- Amplius Wealth Advisors, LLC$9M
- Navigation Group, LLC$8M
- Storen Legacy Partners, LLC$3M
- YHB Investment Advisors, Inc.$2M
Full exits 3
- Diversify Advisory Services, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$974K
- Global Retirement Partners, LLC$869K
Largest adds
- Dynasty Wealth Management, LLC$20M
- SAGESPRING WEALTH PARTNERS, LLC$15M
- OLD MISSION CAPITAL LLC$15M
- WELLS FARGO & COMPANY/MN$13M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$8M
- Integrated Wealth Concepts LLC$7M
Largest trims
- Ascent Group, LLC$17M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13M
- JANE STREET GROUP, LLC$8M
- JPMORGAN CHASE & CO$6M
- Strategic Financial Services, Inc.$6M
- Stokes Family Office, LLC$6M
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,014,701 | $182M | 11.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,830,577 | $165M | 10.5% | 2026-Q1 |
| Strategic Financial Services, Inc. trimmed | 1,885,974 | $114M | 7.2% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 1,589,413 | $96M | 6.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 1,382,441 | $84M | 5.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,270,119 | $77M | 4.9% | 2026-Q1 |
| MORGAN STANLEY added | 837,598 | $51M | 3.2% | 2026-Q1 |
| LPL Financial LLC added | 740,678 | $45M | 2.8% | 2026-Q1 |
| FMR LLC trimmed | 721,652 | $44M | 2.8% | 2026-Q1 |
| Ascent Group, LLC trimmed | 718,431 | $43M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 613,648 | $37M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 608,959 | $37M | 2.3% | 2026-Q1 |
| Annex Advisory Services, LLC new | 591,848 | $36M | 2.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 586,195 | $35M | 2.3% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 583,395 | $35M | 2.2% | 2026-Q1 |
| CWM, LLC trimmed | 561,566 | $34M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 468,166 | $28M | 1.8% | 2026-Q1 |
| Larson Financial Group LLC added | 395,533 | $24M | 1.5% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 363,367 | $22M | 1.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 322,184 | $19M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 296,318 | $18M | 1.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 270,715 | $16M | 1.0% | 2026-Q1 |
| Equitable Holdings, Inc. added | 280,213 | $16M | 1.0% | 2026-Q1 |
| Stokes Family Office, LLC trimmed | 208,302 | $13M | 0.8% | 2026-Q1 |
| JT Stratford LLC trimmed | 186,839 | $11M | 0.7% | 2026-Q1 |
| Callan Family Office, LLC added | 162,914 | $10M | 0.6% | 2026-Q1 |
| Frontier Asset Management, LLC added | 160,285 | $10M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 155,359 | $9M | 0.6% | 2026-Q1 |
| Hixon Zuercher, LLC trimmed | 147,661 | $9M | 0.6% | 2026-Q1 |
| Amplius Wealth Advisors, LLC new | 142,838 | $9M | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 141,860 | $9M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 134,748 | $8M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 131,531 | $8M | 0.5% | 2026-Q1 |
| Armbruster Capital Management, Inc. trimmed | 131,228 | $8M | 0.5% | 2026-Q1 |
| Weil Company, Inc. added | 130,197 | $8M | 0.5% | 2026-Q1 |
| Navigation Group, LLC new | 124,490 | $8M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 119,433 | $7M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 118,194 | $7M | 0.5% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 110,888 | $7M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 108,410 | $7M | 0.4% | 2026-Q1 |
| Systelligence, LLC trimmed | 106,414 | $6M | 0.4% | 2026-Q1 |
| RHS Financial, LLC trimmed | 103,823 | $6M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 100,720 | $6M | 0.4% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 87,808 | $5M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 81,359 | $5M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 75,999 | $5M | 0.3% | 2026-Q1 |
| Vise Technologies, Inc. | 76,634 | $4M | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 72,893 | $4M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 71,000 | $4M | 0.3% | 2026-Q1 |
| Beirne Wealth Consulting Services, LLC added | 68,925 | $4M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 65,735 | $4M | 0.3% | 2026-Q1 |
| LifeGoal Investments, LLC added | 63,755 | $4M | 0.2% | 2026-Q1 |
| Veridan Wealth LLC added | 64,411 | $4M | 0.2% | 2026-Q1 |
| UNIQUE WEALTH, LLC trimmed | 63,638 | $4M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 63,350 | $4M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 62,410 | $4M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 58,725 | $4M | 0.2% | 2026-Q1 |
| Kastel Capital Advisors, LLC | 56,938 | $3M | 0.2% | 2026-Q1 |
| Keebeck Wealth Management added | 53,039 | $3M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 52,986 | $3M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 52,089 | $3M | 0.2% | 2026-Q1 |
| Storen Legacy Partners, LLC new | 50,562 | $3M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 49,234 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 47,967 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 47,952 | $3M | 0.2% | 2026-Q1 |
| Mullaney, Keating & Wright, Inc. trimmed | 45,851 | $3M | 0.2% | 2026-Q1 |
| Intrua Financial, LLC added | 41,104 | $2M | 0.2% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 40,014 | $2M | 0.2% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 38,700 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 38,362 | $2M | 0.1% | 2026-Q1 |
| WETZEL INVESTMENT ADVISORS, INC. added | 35,654 | $2M | 0.1% | 2026-Q1 |
| 5T Wealth, LLC trimmed | 34,335 | $2M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 31,942 | $2M | 0.1% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 31,701 | $2M | 0.1% | 2026-Q1 |
| PFG Advisors trimmed | 31,576 | $2M | 0.1% | 2026-Q1 |
| YHB Investment Advisors, Inc. new | 30,711 | $2M | 0.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 29,161 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 28,360 | $2M | 0.1% | 2026-Q1 |
| Goldstein Advisors, LLC added | 27,655 | $2M | 0.1% | 2026-Q1 |
| Horst & Graben Wealth Management LLC added | 24,117 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 25,333 | $2M | 0.1% | 2026-Q1 |
| Hibernia Wealth Partners, LLC added | 24,649 | $1M | 0.1% | 2026-Q1 |
| Riverpoint Wealth Management Holdings, LLC new | 23,613 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 23,154 | $1M | 0.1% | 2026-Q1 |
| First Citizens Financial Corp added | 22,856 | $1M | 0.1% | 2026-Q1 |
| Stonebridge Wealth Management, LLC added | 22,754 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 22,448 | $1M | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 21,638 | $1M | 0.1% | 2026-Q1 |
| Hirtle & Co., LLC | 21,314 | $1M | 0.1% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 20,263 | $1M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 19,551 | $1M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 19,288 | $1M | 0.1% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 18,978 | $1M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 17,052 | $1M | 0.1% | 2026-Q1 |
| Callan Capital, LLC trimmed | 131,027 | $6M | 0.4% | 2025-Q1 stale |
| Wade Financial Advisory, Inc added | 113,068 | $5M | 0.3% | 2025-Q1 stale |
| Stark Wealth Management LLC new | 40,720 | $2M | 0.1% | 2025-Q2 stale |
| Avid Wealth Partners LLC new | 33,189 | $2M | 0.1% | 2025-Q1 stale |
| Robertson Stephens Wealth Management, LLC added | 28,211 | $1M | 0.1% | 2025-Q2 stale |
| Duncan Williams Asset Management, LLC new | 23,564 | $1M | 0.1% | 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.
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.