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Institutional Ownership · SEC Form 13F

Who owns EMMF (EMMF)


Which tracked institutional funds hold EMMF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMMF 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.

30
Institutional holders
3,534,341
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened EMMF while 5 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

EMMF’s largest tracked holder by dollar value, Trilogy Capital Inc., sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EMMF 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 30 tracked filers holding EMMF, 21 increased or opened the position and 6 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 EMMF 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 1

  • OLD MISSION CAPITAL LLC$1M

Full exits 2

  • BridgePort Financial Solutions, LLC$3M
  • COMMONWEALTH EQUITY SERVICES, LLC$598K

Largest adds

  • Trilogy Capital Inc.$6M
  • JANE STREET GROUP, LLC$4M
  • CWM, LLC$3M
  • LPL Financial LLC$2M
  • JPMORGAN CHASE & CO$635K
  • OSAIC HOLDINGS, INC.$351K

Largest trims

  • Kestra Advisory Services, LLC$633K
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$380K
  • Tidemark, LLC$256K

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
Trilogy Capital Inc. added1,885,593$62M50.7%2026-Q1
LPL Financial LLC added327,683$11M8.8%2026-Q1
CWM, LLC added322,839$11M8.7%2026-Q1
Tidemark, LLC trimmed226,212$7M6.1%2026-Q1
Kestra Advisory Services, LLC trimmed197,280$7M5.3%2026-Q1
JANE STREET GROUP, LLC added136,632$5M3.7%2026-Q1
Welch Financial Planning, LLC added123,040$4M3.3%2026-Q1
JPMORGAN CHASE & CO added91,947$3M2.4%2026-Q1
GREENWOOD CAPITAL ASSOCIATES LLC added43,523$1M1.2%2026-Q1
OLD MISSION CAPITAL LLC added35,992$1M1.0%2026-Q1
STIFEL FINANCIAL CORP added31,402$1M0.8%2026-Q1
OSAIC HOLDINGS, INC. added24,241$803K0.7%2026-Q1
United Advisor Group, LLC added23,205$768K0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added14,832$491K0.4%2026-Q1
Baird Financial Group, Inc. added10,815$358K0.3%2026-Q1
Independent Advisor Alliance new9,856$326K0.3%2026-Q1
Stratos Wealth Partners, LTD. new8,322$276K0.2%2026-Q1
Gateway Wealth Partners, LLC new6,400$212K0.2%2026-Q1
WELLS FARGO & COMPANY/MN added5,827$193K0.2%2026-Q1
Cheviot Value Management, LLC4,606$153K0.1%2026-Q1
IFP Advisors, Inc2,294$76K0.1%2026-Q1
Glass Jacobson Investment Advisors llc added749$25K0.0%2026-Q1
Princeton Global Asset Management LLC415$14K0.0%2026-Q1
Rockefeller Capital Management L.P. new273$9K0.0%2026-Q1
Signature Resources Capital Management, LLC new225$7K0.0%2026-Q1
Farther Finance Advisors, LLC96$3K0.0%2026-Q1
Mosley Wealth Management new27$8260.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed13$4380.0%2026-Q1
MORGAN STANLEY1$520.0%2026-Q1
FMR LLC1$330.0%2026-Q1
BridgePort Financial Solutions, LLC added85,085$3M2.2%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added30,006$796K0.6%2025-Q1 stale
Cambridge Investment Research Advisors, Inc. added25,737$683K0.6%2025-Q1 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed18,960$598K0.5%2025-Q4 stale
Sovran Advisors, LLC added19,332$502K0.4%2025-Q1 stale
Resolute Wealth Strategies, LLC added14,924$431K0.3%2025-Q2 stale
CITADEL ADVISORS LLC added10,157$293K0.2%2025-Q2 stale
ENVESTNET ASSET MANAGEMENT INC trimmed9,436$250K0.2%2025-Q1 stale
Global Retirement Partners, LLC new420$12K0.0%2025-Q2 stale
PRINCIPAL SECURITIES, INC. trimmed215$7K0.0%2025-Q3 stale
Cape Investment Advisory, Inc.200$6K0.0%2025-Q4 stale
Advisory Services Network, LLC new200$6K0.0%2025-Q3 stale
NewEdge Advisors, LLC135$4K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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