Who owns EMLC (EMLC)
Which tracked institutional funds hold EMLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMLC 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
99 tracked funds added or opened EMLC while 49 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
EMLC’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EMLC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EMLC 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 344 tracked filers holding EMLC, 234 increased or opened the position and 128 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 EMLC 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 28
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$49M
- Bank Julius Baer & Co. Ltd, Zurich$27M
- Absolute Gestao de Investimentos Ltda.$22M
- PARTNERS CAPITAL INVESTMENT GROUP, LLP$19M
- JANE STREET GROUP, LLC$15M
- State of New Jersey Common Pension Fund D$13M
Full exits 13
- Ocean Park Asset Management, LLC$72M
- COMERICA BANK$4M
- Empowered Funds, LLC$4M
- Crabel Capital Management, LLC$3M
- EXCHANGE TRADED CONCEPTS, LLC$3M
- Diversify Advisory Services, LLC$2M
Largest adds
- UBS Group AG$257M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$67M
- NEUBERGER BERMAN GROUP LLC$51M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$39M
- SCHRODER INVESTMENT MANAGEMENT GROUP$24M
- Invesco Ltd.$20M
Largest trims
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$78M
- TIAA TRUST, NATIONAL ASSOCIATION$46M
- VIEWPOINT INVESTMENT PARTNERS CORP$15M
- NewEdge Advisors, LLC$12M
- TORONTO DOMINION BANK$11M
- Insight Wealth Strategies, LLC$8M
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 17,005,657 | $427M | 12.4% | 2026-Q1 |
| UBS Group AG added | 12,931,703 | $325M | 9.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 9,646,081 | $242M | 7.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 4,748,068 | $119M | 3.5% | 2026-Q1 |
| Valmark Advisers, Inc. added | 4,543,042 | $114M | 3.3% | 2026-Q1 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 3,665,900 | $92M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,498,583 | $88M | 2.6% | 2026-Q1 |
| BlackRock, Inc. added | 3,460,286 | $87M | 2.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,405,599 | $86M | 2.5% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 3,343,295 | $84M | 2.4% | 2026-Q1 |
| Varma Mutual Pension Insurance Co | 3,100,000 | $78M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,942,921 | $74M | 2.2% | 2026-Q1 |
| MORGAN STANLEY added | 2,927,549 | $74M | 2.1% | 2026-Q1 |
| PAYDEN & RYGEL trimmed | 2,292,102 | $58M | 1.7% | 2026-Q1 |
| FMR LLC trimmed | 2,121,955 | $53M | 1.6% | 2026-Q1 |
| 1832 Asset Management L.P. added | 2,031,712 | $51M | 1.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,976,863 | $50M | 1.4% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,937,874 | $49M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,847,468 | $46M | 1.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,771,084 | $44M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 1,533,049 | $38M | 1.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,374,900 | $34M | 1.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 1,306,467 | $33M | 1.0% | 2026-Q1 |
| Calamos Advisors LLC added | 1,176,185 | $30M | 0.9% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,131,890 | $28M | 0.8% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 1,113,458 | $28M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,111,642 | $28M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,103,489 | $28M | 0.8% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 1,086,213 | $27M | 0.8% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich new | 1,056,750 | $27M | 0.8% | 2026-Q1 |
| Madison Asset Management, LLC added | 1,029,811 | $26M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,025,573 | $26M | 0.8% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 968,550 | $24M | 0.7% | 2026-Q1 |
| Absolute Gestao de Investimentos Ltda. added | 888,281 | $22M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 856,976 | $22M | 0.6% | 2026-Q1 |
| Checchi Capital Advisers, LLC added | 847,031 | $21M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 826,000 | $21M | 0.6% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 800,000 | $20M | 0.6% | 2026-Q1 |
| VIEWPOINT INVESTMENT PARTNERS CORP trimmed | 851,000 | $20M | 0.6% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP new | 773,331 | $19M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 768,250 | $19M | 0.6% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 694,634 | $17M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 690,769 | $17M | 0.5% | 2026-Q1 |
| New Harbor Financial Group, LLC added | 628,062 | $16M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 598,512 | $15M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 595,303 | $15M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 590,063 | $15M | 0.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 580,940 | $15M | 0.4% | 2026-Q1 |
| ALM First Financial Advisors, LLC added | 576,635 | $14M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 516,278 | $13M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 504,790 | $13M | 0.4% | 2026-Q1 |
| State of New Jersey Common Pension Fund D new | 500,000 | $13M | 0.4% | 2026-Q1 |
| CENTRAL TRUST Co added | 472,328 | $12M | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 466,977 | $12M | 0.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 443,797 | $11M | 0.3% | 2026-Q1 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC new | 429,718 | $11M | 0.3% | 2026-Q1 |
| Whitcomb & Hess, Inc. added | 414,471 | $10M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 408,080 | $10M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. trimmed | 400,044 | $10M | 0.3% | 2026-Q1 |
| Fortis Advisors, LLC added | 397,067 | $10M | 0.3% | 2026-Q1 |
| Kiker Wealth Management, LLC added | 356,382 | $9M | 0.3% | 2026-Q1 |
| Insight Wealth Strategies, LLC trimmed | 333,725 | $8M | 0.2% | 2026-Q1 |
| CUTLER INVESTMENT COUNSEL LLC trimmed | 333,138 | $8M | 0.2% | 2026-Q1 |
| Ethos Financial Group, LLC added | 325,251 | $8M | 0.2% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 323,296 | $8M | 0.2% | 2026-Q1 |
| VPR Management LLC | 316,200 | $8M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 298,518 | $7M | 0.2% | 2026-Q1 |
| 5th Street Advisors, LLC new | 297,113 | $7M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 286,893 | $7M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 277,409 | $7M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 276,920 | $7M | 0.2% | 2026-Q1 |
| Point Nemo Capital, LLC new | 274,229 | $7M | 0.2% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 271,291 | $7M | 0.2% | 2026-Q1 |
| Summit Global Investments added | 266,975 | $7M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 265,357 | $7M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 256,665 | $6M | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 244,517 | $6M | 0.2% | 2026-Q1 |
| Avos Capital Management, LLC added | 243,653 | $6M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 241,697 | $6M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 232,685 | $6M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC new | 231,686 | $6M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 233,400 | $6M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 226,771 | $6M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 219,959 | $6M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 216,963 | $5M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. new | 203,300 | $5M | 0.1% | 2026-Q1 |
| Lake Hills Wealth Management, LLC added | 200,183 | $5M | 0.1% | 2026-Q1 |
| Rockport Wealth LLC added | 194,607 | $5M | 0.1% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 2,776,482 | $72M | 2.1% | 2025-Q4 stale |
| NAN FUNG TRINITY (HK) LTD trimmed | 1,032,900 | $25M | 0.7% | 2025-Q1 stale |
| MOORE CAPITAL MANAGEMENT, LP added | 900,000 | $23M | 0.7% | 2025-Q2 stale |
| Manning & Napier Advisors LLC | 950,390 | $23M | 0.7% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 790,000 | $20M | 0.6% | 2025-Q2 stale |
| BANK OF NOVA SCOTIA trimmed | 400,000 | $10M | 0.3% | 2025-Q3 stale |
| ALLIANCEBERNSTEIN L.P. added | 373,600 | $9M | 0.3% | 2025-Q2 stale |
| BARCLAYS PLC added | 334,506 | $8M | 0.2% | 2025-Q3 stale |
| Police & Firemen's Retirement System of New Jersey new | 351,300 | $8M | 0.2% | 2025-Q1 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 305,450 | $8M | 0.2% | 2025-Q3 stale |
| LEUTHOLD GROUP, LLC trimmed | 219,399 | $5M | 0.2% | 2025-Q1 stale |
| TD Asset Management Inc trimmed | 201,000 | $5M | 0.1% | 2025-Q3 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.