Who owns EMHY
Which tracked institutional funds hold EMHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-31). 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
20 tracked funds added or opened EMHY while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
EMHY’s largest tracked holder by dollar value, ASSETMARK, INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EMHY 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 98 tracked filers holding EMHY, 46 increased or opened the position and 62 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 EMHY 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 3
- Systelligence, LLC$4M
- Global Retirement Partners, LLC$2M
- Note Advisors, LLC$1M
Full exits 10
- Redhawk Wealth Advisors, Inc.$4M
- Thrivent Financial for Lutherans$3M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
- CITADEL ADVISORS LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- OLD MISSION CAPITAL LLC$1M
Largest adds
- BlackRock, Inc.$9M
- BANK OF AMERICA CORP /DE/$6M
- ASSETMARK, INC$6M
- Horizon Wealth Management, LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- Kensington Asset Management, LLC$1M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Atria Investments, Inc$451K
- Bank of New York Mellon Corp$349K
- RAYMOND JAMES FINANCIAL INC$272K
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 |
|---|---|---|---|---|
| ASSETMARK, INC added | 1,466,720 | $60M | 16.6% | 2026-Q2 |
| BlackRock, Inc. added | 1,132,722 | $46M | 12.9% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 975,442 | $40M | 11.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 877,905 | $36M | 10.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 725,394 | $29M | 8.2% | 2026-Q2 |
| Horizon Wealth Management, LLC added | 359,127 | $15M | 4.1% | 2026-Q2 |
| Summit Financial, LLC added | 320,352 | $13M | 3.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 270,241 | $11M | 3.1% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 248,792 | $10M | 2.8% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 198,905 | $8M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 179,234 | $7M | 2.0% | 2026-Q2 |
| Systelligence, LLC new | 110,155 | $4M | 1.3% | 2026-Q2 |
| AE Wealth Management LLC added | 108,150 | $4M | 1.2% | 2026-Q2 |
| UBS Group AG added | 93,335 | $4M | 1.1% | 2026-Q2 |
| BLUELINE ADVISORS LLC added | 92,965 | $4M | 1.1% | 2026-Q2 |
| Mariner, LLC trimmed | 91,516 | $4M | 1.0% | 2026-Q2 |
| Kensington Asset Management, LLC added | 81,603 | $3M | 0.9% | 2026-Q2 |
| Mount Lucas Management LP added | 77,798 | $3M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 73,793 | $3M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 70,191 | $3M | 0.8% | 2026-Q2 |
| Tidal Investments LLC added | 61,131 | $2M | 0.7% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 52,565 | $2M | 0.6% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC added | 52,504 | $2M | 0.6% | 2026-Q2 |
| Global Retirement Partners, LLC added | 49,507 | $2M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 48,139 | $2M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 44,567 | $2M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 37,315 | $2M | 0.4% | 2026-Q2 |
| Nilsine Partners, LLC added | 36,909 | $2M | 0.4% | 2026-Q2 |
| Note Advisors, LLC new | 36,663 | $1M | 0.4% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 35,049 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 30,686 | $1M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 30,627 | $1M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 27,210 | $1M | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 24,265 | $987K | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 22,809 | $927K | 0.3% | 2026-Q2 |
| McAdam, LLC added | 20,747 | $844K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 18,383 | $748K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 18,374 | $747K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 17,358 | $706K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,900 | $687K | 0.2% | 2026-Q2 |
| Hyundai Investments Co., Ltd. added | 16,705 | $680K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 16,612 | $676K | 0.2% | 2026-Q2 |
| Greenline Wealth Management LLC added | 16,492 | $671K | 0.2% | 2026-Q2 |
| Allie Family Office LLC added | 16,167 | $657K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 16,158 | $657K | 0.2% | 2026-Q2 |
| Optivise Advisory Services LLC trimmed | 15,171 | $617K | 0.2% | 2026-Q2 |
| Ariadne Wealth Management, LP | 14,910 | $606K | 0.2% | 2026-Q2 |
| AlphaCentric Advisors LLC added | 12,231 | $497K | 0.1% | 2026-Q2 |
| CPWA, LLC added | 11,580 | $471K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 10,871 | $442K | 0.1% | 2026-Q2 |
| Yoffe Investment Management, LLC added | 10,513 | $427K | 0.1% | 2026-Q2 |
| High Net Worth Advisory Group LLC | 10,000 | $407K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,017 | $406K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 9,929 | $404K | 0.1% | 2026-Q2 |
| Haverford Trust Co new | 9,450 | $384K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 8,642 | $351K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 8,400 | $342K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 7,710 | $314K | 0.1% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 7,180 | $292K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 6,943 | $282K | 0.1% | 2026-Q2 |
| TriaGen Wealth Management LLC trimmed | 6,610 | $269K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,324 | $257K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 6,197 | $252K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 5,911 | $240K | 0.1% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 5,802 | $236K | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 5,795 | $236K | 0.1% | 2026-Q2 |
| Alternative Investment Advisors, LLC. trimmed | 5,293 | $215K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,253 | $214K | 0.1% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC trimmed | 4,608 | $187K | 0.1% | 2026-Q2 |
| Aspect Partners, LLC | 4,414 | $179K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 4,391 | $179K | 0.0% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 4,380 | $178K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,189 | $170K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 4,183 | $170K | 0.0% | 2026-Q2 |
| Strategic Investment Advisors / MI trimmed | 3,394 | $138K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,775 | $113K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 1,865 | $76K | 0.0% | 2026-Q2 |
| Key Capital Management, INC trimmed | 1,794 | $73K | 0.0% | 2026-Q2 |
| Investors Research Corp | 1,589 | $65K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,364 | $55K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 1,186 | $48K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 1,172 | $48K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 1,039 | $42K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 700 | $28K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 579 | $24K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 516 | $21K | 0.0% | 2026-Q2 |
| DELTA ASSET MANAGEMENT LLC/TN trimmed | 404 | $16K | 0.0% | 2026-Q2 |
| Mosley Wealth Management trimmed | 377 | $15K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 355 | $14K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 150 | $6K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 147 | $6K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 129 | $5K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 118 | $5K | 0.0% | 2026-Q2 |
| Pflug Koory, LLC | 107 | $4K | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC | 67 | $3K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 62 | $3K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 47 | $2K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 3 | $161 | 0.0% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 102,900 | $4M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Betterment LLC trimmed | 147,330 | $6M | 1.6% | 2025-Q3 stale (3 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.