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-Q1 13F filings (latest filed 2026-05-18). 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
17 tracked funds added or opened EMHY while 22 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
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 2025-Q4 and 2026-Q1, across 115 tracked filers holding EMHY, 58 increased or opened the position and 54 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 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 5
- CITADEL ADVISORS LLC$2M
- OLD MISSION CAPITAL LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- JANE STREET GROUP, LLC$1M
- CreativeOne Wealth, LLC$620K
Full exits 5
- Ocean Park Asset Management, LLC$4M
- Kestra Investment Management, LLC$4M
- Focus Partners Wealth$3M
- Diversify Advisory Services, LLC$3M
- Global Retirement Partners, LLC$1M
Largest adds
- BANK OF AMERICA CORP /DE/$10M
- WELLS FARGO & COMPANY/MN$8M
- BlackRock, Inc.$6M
- ASSETMARK, INC$3M
- Horizon Wealth Management, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$8M
- Atria Investments, Inc$3M
- Mariner, LLC$3M
- LPL Financial LLC$2M
- Sound Income Strategies, LLC$2M
- UBS Group AG$2M
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 | 1,369,802 | $54M | 14.7% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 983,904 | $39M | 10.6% | 2026-Q1 |
| BlackRock, Inc. added | 948,479 | $37M | 10.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 760,359 | $30M | 8.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 711,306 | $28M | 7.7% | 2026-Q1 |
| Horizon Wealth Management, LLC added | 330,388 | $13M | 3.6% | 2026-Q1 |
| Summit Financial, LLC trimmed | 319,492 | $13M | 3.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 282,405 | $11M | 3.0% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 249,327 | $10M | 2.7% | 2026-Q1 |
| Vontobel Holding Ltd. added | 199,501 | $8M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 180,152 | $7M | 1.9% | 2026-Q1 |
| AE Wealth Management LLC added | 102,016 | $4M | 1.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 98,459 | $4M | 1.1% | 2026-Q1 |
| Mariner, LLC trimmed | 93,568 | $4M | 1.0% | 2026-Q1 |
| BLUELINE ADVISORS LLC added | 87,948 | $3M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 86,612 | $3M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 79,866 | $3M | 0.9% | 2026-Q1 |
| Mount Lucas Management LP added | 76,750 | $3M | 0.8% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 73,776 | $3M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 62,957 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 57,390 | $2M | 0.6% | 2026-Q1 |
| Kensington Asset Management, LLC | 53,432 | $2M | 0.6% | 2026-Q1 |
| FOCUS Wealth Advisors, LLC trimmed | 50,864 | $2M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 45,438 | $2M | 0.5% | 2026-Q1 |
| Tidal Investments LLC trimmed | 44,718 | $2M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 41,583 | $2M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 40,601 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 40,551 | $2M | 0.4% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 39,894 | $2M | 0.4% | 2026-Q1 |
| Advisory Alpha, LLC added | 38,369 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 38,169 | $2M | 0.4% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 35,923 | $1M | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 36,799 | $1M | 0.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 36,502 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,899 | $1M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 32,959 | $1M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 30,469 | $1M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 24,751 | $975K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 23,584 | $929K | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 21,195 | $835K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 21,051 | $829K | 0.2% | 2026-Q1 |
| McAdam, LLC added | 20,601 | $811K | 0.2% | 2026-Q1 |
| Rareview Capital LLC trimmed | 19,699 | $768K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 19,118 | $753K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 18,728 | $738K | 0.2% | 2026-Q1 |
| Optivise Advisory Services LLC added | 18,563 | $731K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 18,326 | $722K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 17,613 | $694K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC new | 15,745 | $620K | 0.2% | 2026-Q1 |
| Ruggiero Investments, Inc. | 15,550 | $612K | 0.2% | 2026-Q1 |
| Ariadne Wealth Management, LP | 14,910 | $587K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 14,522 | $572K | 0.2% | 2026-Q1 |
| Greenline Wealth Management LLC added | 14,271 | $562K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 12,678 | $499K | 0.1% | 2026-Q1 |
| MATHER GROUP, LLC. new | 12,544 | $494K | 0.1% | 2026-Q1 |
| AlphaCentric Advisors LLC added | 11,810 | $465K | 0.1% | 2026-Q1 |
| Hyundai Investments Co., Ltd. trimmed | 11,932 | $465K | 0.1% | 2026-Q1 |
| CPWA, LLC new | 11,332 | $459K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,434 | $450K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 11,154 | $439K | 0.1% | 2026-Q1 |
| Yoffe Investment Management, LLC trimmed | 10,512 | $414K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,376 | $409K | 0.1% | 2026-Q1 |
| High Net Worth Advisory Group LLC | 10,000 | $394K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 8,400 | $331K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 7,422 | $292K | 0.1% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 7,331 | $289K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 7,197 | $283K | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC new | 6,985 | $275K | 0.1% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6,922 | $273K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC trimmed | 6,692 | $264K | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 147,330 | $6M | 1.6% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC | 102,900 | $4M | 1.1% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC new | 102,162 | $4M | 1.1% | 2025-Q3 stale |
| Kestra Investment Management, LLC added | 95,908 | $4M | 1.1% | 2025-Q4 stale |
| Focus Partners Wealth added | 83,303 | $3M | 0.9% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 65,273 | $3M | 0.7% | 2025-Q4 stale |
| Koss-Olinger Consulting, LLC | 58,185 | $2M | 0.6% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 38,575 | $2M | 0.4% | 2025-Q3 stale |
| OneDigital Investment Advisors LLC trimmed | 36,471 | $1M | 0.4% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 33,092 | $1M | 0.4% | 2025-Q4 stale |
| Ascent Group, LLC new | 24,581 | $940K | 0.3% | 2025-Q1 stale |
| Portfolio Design Labs, LLC | 24,350 | $931K | 0.3% | 2025-Q1 stale |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 24,018 | $918K | 0.3% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 22,809 | $872K | 0.2% | 2025-Q1 stale |
| Portfolio Strategies, Inc. new | 18,995 | $754K | 0.2% | 2025-Q3 stale |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 17,944 | $686K | 0.2% | 2025-Q1 stale |
| PARK AVENUE SECURITIES LLC trimmed | 14,141 | $551K | 0.2% | 2025-Q2 stale |
| NAPA WEALTH MANAGEMENT added | 12,833 | $509K | 0.1% | 2025-Q3 stale |
| SFG Wealth Management, LLC. new | 11,715 | $448K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 10,830 | $422K | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 10,885 | $416K | 0.1% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC trimmed | 10,885 | $416K | 0.1% | 2025-Q1 stale |
| World Investment Advisors added | 9,641 | $369K | 0.1% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 8,796 | $343K | 0.1% | 2025-Q2 stale |
| Global View Capital Management LLC added | 8,464 | $336K | 0.1% | 2025-Q3 stale |
| SG Americas Securities, LLC | 7,612 | $307K | 0.1% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 7,705 | $306K | 0.1% | 2025-Q3 stale |
| Clarity Retirement & Wealth, LLC new | 7,130 | $288K | 0.1% | 2025-Q4 stale |
| GUGGENHEIM CAPITAL LLC trimmed | 7,104 | $287K | 0.1% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 6,970 | $266K | 0.1% | 2025-Q1 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.