Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
92 tracked funds added or opened EMLC while 55 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
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 2026-Q1 and 2026-Q2, across 352 tracked filers holding EMLC, 233 increased or opened the position and 135 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 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 18
- Shah Wealth Advisors, LLC$17M
- MANNING & NAPIER ADVISORS LLC$16M
- Ocean Park Asset Management, LLC$15M
- JBGlobal.com LLC$7M
- MILLENNIUM MANAGEMENT LLC$5M
- EXCHANGE TRADED CONCEPTS, LLC$5M
Full exits 29
- PAYDEN & RYGEL$58M
- PARK AVENUE SECURITIES LLC$33M
- Absolute Gestao de Investimentos Ltda.$22M
- TORONTO DOMINION BANK$20M
- JANE STREET GROUP, LLC$15M
- CIBC Bancorp USA Inc.$10M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$52M
- SEI INVESTMENTS CO$28M
- NEUBERGER BERMAN GROUP LLC$24M
- ENVESTNET ASSET MANAGEMENT INC$21M
- UBS Group AG$15M
- Valmark Advisers, Inc.$14M
Largest trims
- Invesco Ltd.$20M
- Asset Management One Co., Ltd.$18M
- SCHRODER INVESTMENT MANAGEMENT GROUP$17M
- DEUTSCHE BANK AG\$13M
- FMR LLC$13M
- Insight Wealth Strategies, LLC$8M
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 18,755,393 | $479M | 14.4% | 2026-Q2 |
| UBS Group AG added | 13,279,426 | $339M | 10.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 10,569,877 | $270M | 8.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 5,584,139 | $143M | 4.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 5,004,219 | $128M | 3.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,257,771 | $109M | 3.3% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added | 4,059,384 | $104M | 3.1% | 2026-Q2 |
| BlackRock, Inc. added | 3,460,517 | $88M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,223,090 | $82M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 3,216,547 | $82M | 2.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,210,810 | $82M | 2.5% | 2026-Q2 |
| Varma Mutual Pension Insurance Co | 3,100,000 | $79M | 2.4% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 2,581,614 | $66M | 2.0% | 2026-Q2 |
| 1832 Asset Management L.P. added | 2,071,247 | $53M | 1.6% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 2,063,157 | $53M | 1.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,975,091 | $50M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,933,802 | $49M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 1,871,545 | $48M | 1.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,773,440 | $45M | 1.4% | 2026-Q2 |
| FMR LLC trimmed | 1,575,535 | $40M | 1.2% | 2026-Q2 |
| Calamos Advisors LLC added | 1,321,185 | $34M | 1.0% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,153,226 | $29M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,140,811 | $29M | 0.9% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 1,096,521 | $28M | 0.8% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 1,049,330 | $27M | 0.8% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 1,025,001 | $26M | 0.8% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 975,430 | $25M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 966,770 | $25M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 881,302 | $23M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 863,527 | $22M | 0.7% | 2026-Q2 |
| VIEWPOINT INVESTMENT PARTNERS CORP added | 857,100 | $22M | 0.7% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 844,765 | $22M | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 779,222 | $20M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 769,045 | $20M | 0.6% | 2026-Q2 |
| ALM First Financial Advisors, LLC added | 749,725 | $19M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 705,929 | $18M | 0.5% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 694,639 | $18M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 687,581 | $18M | 0.5% | 2026-Q2 |
| New Harbor Financial Group, LLC added | 682,766 | $17M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 675,186 | $17M | 0.5% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 650,752 | $17M | 0.5% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 645,385 | $16M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 642,950 | $16M | 0.5% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 632,830 | $16M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 615,422 | $16M | 0.5% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 592,613 | $15M | 0.5% | 2026-Q2 |
| Ocean Park Asset Management, LLC trimmed | 590,594 | $15M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 568,779 | $15M | 0.4% | 2026-Q2 |
| CENTRAL TRUST Co added | 550,291 | $14M | 0.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 519,994 | $13M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 506,843 | $13M | 0.4% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 500,000 | $13M | 0.4% | 2026-Q2 |
| 5th Street Advisors, LLC added | 454,085 | $12M | 0.3% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 447,901 | $11M | 0.3% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 429,718 | $11M | 0.3% | 2026-Q2 |
| Whitcomb & Hess, Inc. added | 425,774 | $11M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 412,328 | $11M | 0.3% | 2026-Q2 |
| Kiker Wealth Management, LLC added | 398,278 | $10M | 0.3% | 2026-Q2 |
| Fortis Advisors, LLC trimmed | 393,850 | $10M | 0.3% | 2026-Q2 |
| CUTLER INVESTMENT COUNSEL LLC added | 341,363 | $9M | 0.3% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 329,409 | $8M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 321,847 | $8M | 0.2% | 2026-Q2 |
| VPR Management LLC | 316,200 | $8M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 310,640 | $8M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 307,076 | $8M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 292,288 | $7M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 286,314 | $7M | 0.2% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 268,623 | $7M | 0.2% | 2026-Q2 |
| Avos Capital Management, LLC added | 260,974 | $7M | 0.2% | 2026-Q2 |
| JBGlobal.com LLC new | 255,469 | $7M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 249,560 | $6M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 248,986 | $6M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 248,010 | $6M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 243,947 | $6M | 0.2% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 241,460 | $6M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 233,439 | $6M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 228,279 | $6M | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 219,515 | $6M | 0.2% | 2026-Q2 |
| Rockport Wealth LLC added | 212,980 | $5M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 209,849 | $5M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 202,211 | $5M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 184,067 | $5M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 180,794 | $5M | 0.1% | 2026-Q2 |
| Pinnacle Wealth Management Group, Inc. added | 178,959 | $5M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 174,463 | $4M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 173,164 | $4M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 172,552 | $4M | 0.1% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 165,870 | $4M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 165,294 | $4M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 163,798 | $4M | 0.1% | 2026-Q2 |
| Upper Left Wealth Management, LLC added | 163,502 | $4M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 162,956 | $4M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 160,911 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 158,436 | $4M | 0.1% | 2026-Q2 |
| SBI Okasan Asset Management Co.Ltd. added | 157,265 | $4M | 0.1% | 2026-Q2 |
| Patrick Mauro Investment Advisor, INC. added | 154,872 | $4M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 152,712 | $4M | 0.1% | 2026-Q2 |
| Keebeck Wealth Management added | 147,713 | $4M | 0.1% | 2026-Q2 |
| Kelly Financial Services LLC added | 138,426 | $4M | 0.1% | 2026-Q2 |
| Collaborative Fund Advisors, LLC trimmed | 135,736 | $3M | 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.