Who owns 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-Q2 13F filings (latest filed 2026-08-24). 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 EMGF is one-sided between 2026-Q1 and 2026-Q2: 86 added or opened and 22 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
EMGF’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.5pp 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 2026-Q1 and 2026-Q2, across 224 tracked filers holding EMGF, 112 increased or opened the position and 97 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 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
- Plancorp, LLC$5M
- MorganRosel Wealth Management, LLC$5M
- Arax Advisory Partners$4M
- Riverbend Wealth Management, LLC$2M
- Global Retirement Partners, LLC$1M
- Diversify Advisory Services, LLC$937K
Full exits 9
- CWM, LLC$34M
- Systelligence, LLC$6M
- PARK AVENUE SECURITIES LLC$4M
- U.S. Capital Wealth Advisors, LLC$3M
- HighTower Advisors, LLC$3M
- Thrivent Financial for Lutherans$2M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$70M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$32M
- JPMORGAN CHASE & CO$28M
- AMERIPRISE FINANCIAL INC$27M
- Dynasty Wealth Management, LLC$21M
- SAGESPRING WEALTH PARTNERS, LLC$21M
Largest trims
- Stokes Family Office, LLC$6M
- Private Advisor Group, LLC$4M
- OLD MISSION CAPITAL LLC$3M
- JT Stratford LLC$2M
- CITADEL ADVISORS LLC$1M
- Ascent Group, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 2,922,313 | $214M | 11.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,668,663 | $192M | 10.0% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 1,774,234 | $130M | 6.8% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 1,597,684 | $117M | 6.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,435,813 | $105M | 5.5% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 1,420,427 | $104M | 5.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,283,385 | $94M | 4.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 876,080 | $64M | 3.4% | 2026-Q2 |
| MORGAN STANLEY added | 844,813 | $62M | 3.2% | 2026-Q2 |
| LPL Financial LLC added | 819,076 | $60M | 3.1% | 2026-Q2 |
| FMR LLC trimmed | 699,117 | $51M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 649,015 | $48M | 2.5% | 2026-Q2 |
| Annex Advisory Services, LLC added | 637,191 | $47M | 2.4% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 584,650 | $43M | 2.2% | 2026-Q2 |
| Ascent Group, LLC trimmed | 578,242 | $42M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 443,265 | $32M | 1.7% | 2026-Q2 |
| Larson Financial Group LLC added | 437,503 | $32M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 390,650 | $29M | 1.5% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 373,728 | $27M | 1.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 344,188 | $25M | 1.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 308,939 | $23M | 1.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 187,149 | $14M | 0.7% | 2026-Q2 |
| Callan Family Office, LLC added | 176,831 | $13M | 0.7% | 2026-Q2 |
| Frontier Asset Management, LLC added | 165,234 | $12M | 0.6% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 159,010 | $12M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 156,172 | $11M | 0.6% | 2026-Q2 |
| Hixon Zuercher, LLC added | 150,551 | $11M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 150,441 | $11M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 141,335 | $10M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 137,701 | $10M | 0.5% | 2026-Q2 |
| Weil Company, Inc. added | 135,547 | $10M | 0.5% | 2026-Q2 |
| JT Stratford LLC trimmed | 130,930 | $10M | 0.5% | 2026-Q2 |
| Navigation Group, LLC added | 128,406 | $9M | 0.5% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 125,334 | $9M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 119,624 | $9M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 115,114 | $8M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 114,547 | $8M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 112,361 | $8M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 111,983 | $8M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 109,749 | $8M | 0.4% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 103,745 | $7M | 0.4% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 87,614 | $6M | 0.3% | 2026-Q2 |
| RHS Financial, LLC trimmed | 86,012 | $6M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 85,519 | $6M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 76,605 | $6M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 75,219 | $6M | 0.3% | 2026-Q2 |
| Plancorp, LLC new | 75,086 | $5M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 73,946 | $5M | 0.3% | 2026-Q2 |
| LifeGoal Investments, LLC added | 69,835 | $5M | 0.3% | 2026-Q2 |
| Beirne Wealth Consulting Services, LLC added | 69,136 | $5M | 0.3% | 2026-Q2 |
| MorganRosel Wealth Management, LLC new | 68,938 | $5M | 0.3% | 2026-Q2 |
| YHB Investment Advisors, Inc. added | 67,396 | $5M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 62,225 | $5M | 0.2% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 59,652 | $4M | 0.2% | 2026-Q2 |
| Storen Legacy Partners, LLC added | 58,001 | $4M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 57,522 | $4M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 56,505 | $4M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 53,053 | $4M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 52,957 | $4M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 52,779 | $4M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 50,239 | $4M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 49,247 | $4M | 0.2% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 49,184 | $4M | 0.2% | 2026-Q2 |
| Mullaney, Keating & Wright, Inc. added | 46,227 | $3M | 0.2% | 2026-Q2 |
| Intrua Financial, LLC added | 42,829 | $3M | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 42,405 | $3M | 0.2% | 2026-Q2 |
| Kastel Capital Advisors, LLC trimmed | 41,526 | $3M | 0.1% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 40,119 | $3M | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 35,061 | $3M | 0.1% | 2026-Q2 |
| WETZEL INVESTMENT ADVISORS, INC. trimmed | 33,466 | $2M | 0.1% | 2026-Q2 |
| Ullmann Wealth Partners Group, LLC trimmed | 32,689 | $2M | 0.1% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 31,902 | $2M | 0.1% | 2026-Q2 |
| One Wealth Advisors, LLC added | 31,845 | $2M | 0.1% | 2026-Q2 |
| Goldstein Advisors, LLC added | 30,922 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 28,959 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 28,452 | $2M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 27,992 | $2M | 0.1% | 2026-Q2 |
| First Citizens Financial Corp added | 25,985 | $2M | 0.1% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 23,908 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 23,789 | $2M | 0.1% | 2026-Q2 |
| Riverpoint Wealth Management Holdings, LLC added | 23,733 | $2M | 0.1% | 2026-Q2 |
| Stonebridge Wealth Management, LLC trimmed | 22,477 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 22,476 | $2M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 21,990 | $2M | 0.1% | 2026-Q2 |
| Hirtle & Co., LLC trimmed | 21,287 | $2M | 0.1% | 2026-Q2 |
| Riverbend Wealth Management, LLC new | 21,016 | $2M | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 20,542 | $2M | 0.1% | 2026-Q2 |
| UBS Group AG added | 20,437 | $1M | 0.1% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 20,257 | $1M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 19,473 | $1M | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC added | 19,261 | $1M | 0.1% | 2026-Q2 |
| TSA Wealth Managment LLC added | 18,856 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 18,795 | $1M | 0.1% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 17,814 | $1M | 0.1% | 2026-Q2 |
| Traveka Wealth, LLC added | 15,893 | $1M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 15,183 | $1M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 14,511 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 14,326 | $1M | 0.1% | 2026-Q2 |
| Lansing Street Advisors added | 14,269 | $1M | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 14,148 | $1M | 0.1% | 2026-Q2 |
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.