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Institutional Ownership · SEC Form 13F

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.

216
Institutional holders
26,444,275
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
VANTAGEPOINT INVESTMENT ADVISERS LLC3,014,701$182M11.6%2026-Q1
JPMORGAN CHASE & CO trimmed2,830,577$165M10.5%2026-Q1
Strategic Financial Services, Inc. trimmed1,885,974$114M7.2%2026-Q1
Dynasty Wealth Management, LLC added1,589,413$96M6.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added1,382,441$84M5.3%2026-Q1
WELLS FARGO & COMPANY/MN added1,270,119$77M4.9%2026-Q1
MORGAN STANLEY added837,598$51M3.2%2026-Q1
LPL Financial LLC added740,678$45M2.8%2026-Q1
FMR LLC trimmed721,652$44M2.8%2026-Q1
Ascent Group, LLC trimmed718,431$43M2.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added613,648$37M2.4%2026-Q1
AMERIPRISE FINANCIAL INC added608,959$37M2.3%2026-Q1
Annex Advisory Services, LLC new591,848$36M2.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC new586,195$35M2.3%2026-Q1
Pure Financial Advisors, LLC added583,395$35M2.2%2026-Q1
CWM, LLC trimmed561,566$34M2.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added468,166$28M1.8%2026-Q1
Larson Financial Group LLC added395,533$24M1.5%2026-Q1
EVOLVE PRIVATE WEALTH, LLC added363,367$22M1.4%2026-Q1
Dynamic Advisor Solutions LLC added322,184$19M1.2%2026-Q1
BANK OF AMERICA CORP /DE/ added296,318$18M1.1%2026-Q1
OLD MISSION CAPITAL LLC added270,715$16M1.0%2026-Q1
Equitable Holdings, Inc. added280,213$16M1.0%2026-Q1
Stokes Family Office, LLC trimmed208,302$13M0.8%2026-Q1
JT Stratford LLC trimmed186,839$11M0.7%2026-Q1
Callan Family Office, LLC added162,914$10M0.6%2026-Q1
Frontier Asset Management, LLC added160,285$10M0.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed155,359$9M0.6%2026-Q1
Hixon Zuercher, LLC trimmed147,661$9M0.6%2026-Q1
Amplius Wealth Advisors, LLC new142,838$9M0.5%2026-Q1
Foundations Investment Advisors, LLC trimmed141,860$9M0.5%2026-Q1
Integrated Wealth Concepts LLC added134,748$8M0.5%2026-Q1
Private Advisor Group, LLC trimmed131,531$8M0.5%2026-Q1
Armbruster Capital Management, Inc. trimmed131,228$8M0.5%2026-Q1
Weil Company, Inc. added130,197$8M0.5%2026-Q1
Navigation Group, LLC new124,490$8M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added119,433$7M0.5%2026-Q1
Federation des caisses Desjardins du Quebec added118,194$7M0.5%2026-Q1
AlphaCore Capital LLC trimmed110,888$7M0.4%2026-Q1
Modern Wealth Management, LLC trimmed108,410$7M0.4%2026-Q1
Systelligence, LLC trimmed106,414$6M0.4%2026-Q1
RHS Financial, LLC trimmed103,823$6M0.4%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed100,720$6M0.4%2026-Q1
ARQ WEALTH ADVISORS, LLC added87,808$5M0.3%2026-Q1
Farther Finance Advisors, LLC added81,359$5M0.3%2026-Q1
Cetera Investment Advisers added75,999$5M0.3%2026-Q1
Vise Technologies, Inc.76,634$4M0.3%2026-Q1
Cerity Partners LLC trimmed72,893$4M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed71,000$4M0.3%2026-Q1
Beirne Wealth Consulting Services, LLC added68,925$4M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed65,735$4M0.3%2026-Q1
LifeGoal Investments, LLC added63,755$4M0.2%2026-Q1
Veridan Wealth LLC added64,411$4M0.2%2026-Q1
UNIQUE WEALTH, LLC trimmed63,638$4M0.2%2026-Q1
Sanctuary Advisors, LLC added63,350$4M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added62,410$4M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added58,725$4M0.2%2026-Q1
Kastel Capital Advisors, LLC56,938$3M0.2%2026-Q1
Keebeck Wealth Management added53,039$3M0.2%2026-Q1
OSAIC HOLDINGS, INC. added52,986$3M0.2%2026-Q1
Beacon Pointe Advisors, LLC added52,089$3M0.2%2026-Q1
Storen Legacy Partners, LLC new50,562$3M0.2%2026-Q1
U.S. Capital Wealth Advisors, LLC added49,234$3M0.2%2026-Q1
HighTower Advisors, LLC trimmed47,967$3M0.2%2026-Q1
Mariner, LLC added47,952$3M0.2%2026-Q1
Mullaney, Keating & Wright, Inc. trimmed45,851$3M0.2%2026-Q1
Intrua Financial, LLC added41,104$2M0.2%2026-Q1
Quotient Wealth Partners, LLC added40,014$2M0.2%2026-Q1
Ullmann Wealth Partners Group, LLC trimmed38,700$2M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed38,362$2M0.1%2026-Q1
WETZEL INVESTMENT ADVISORS, INC. added35,654$2M0.1%2026-Q1
5T Wealth, LLC trimmed34,335$2M0.1%2026-Q1
Kingsview Wealth Management, LLC added31,942$2M0.1%2026-Q1
One Wealth Advisors, LLC trimmed31,701$2M0.1%2026-Q1
PFG Advisors trimmed31,576$2M0.1%2026-Q1
YHB Investment Advisors, Inc. new30,711$2M0.1%2026-Q1
OpenArc Corporate Advisory, LLC added29,161$2M0.1%2026-Q1
CITADEL ADVISORS LLC added28,360$2M0.1%2026-Q1
Goldstein Advisors, LLC added27,655$2M0.1%2026-Q1
Horst & Graben Wealth Management LLC added24,117$2M0.1%2026-Q1
Independent Advisor Alliance new25,333$2M0.1%2026-Q1
Hibernia Wealth Partners, LLC added24,649$1M0.1%2026-Q1
Riverpoint Wealth Management Holdings, LLC new23,613$1M0.1%2026-Q1
Kestra Advisory Services, LLC added23,154$1M0.1%2026-Q1
First Citizens Financial Corp added22,856$1M0.1%2026-Q1
Stonebridge Wealth Management, LLC added22,754$1M0.1%2026-Q1
Stratos Wealth Partners, LTD. added22,448$1M0.1%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added21,638$1M0.1%2026-Q1
Hirtle & Co., LLC21,314$1M0.1%2026-Q1
KICKSTAND VENTURES, LLC. trimmed20,263$1M0.1%2026-Q1
UBS Group AG trimmed19,551$1M0.1%2026-Q1
Strategic Blueprint, LLC added19,288$1M0.1%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed18,978$1M0.1%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new17,052$1M0.1%2026-Q1
Callan Capital, LLC trimmed131,027$6M0.4%2025-Q1 stale
Wade Financial Advisory, Inc added113,068$5M0.3%2025-Q1 stale
Stark Wealth Management LLC new40,720$2M0.1%2025-Q2 stale
Avid Wealth Partners LLC new33,189$2M0.1%2025-Q1 stale
Robertson Stephens Wealth Management, LLC added28,211$1M0.1%2025-Q2 stale
Duncan Williams Asset Management, LLC new23,564$1M0.1%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.

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