Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
9 tracked funds added or opened EMMF while 4 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
EMMF’s largest tracked holder by dollar value, Trilogy Capital Inc., sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp 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 2026-Q1 and 2026-Q2, across 29 tracked filers holding EMMF, 14 increased or opened the position and 18 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 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.
Full exits 1
- CWM, LLC$11M
Largest adds
- Trilogy Capital Inc.$8M
- JPMORGAN CHASE & CO$2M
- Kestra Advisory Services, LLC$2M
- LPL Financial LLC$1M
- Welch Financial Planning, LLC$596K
- Stratos Wealth Partners, LTD.$443K
Largest trims
- JANE STREET GROUP, LLC$2M
- Tidemark, LLC$1M
- OLD MISSION CAPITAL LLC$258K
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 |
|---|---|---|---|---|
| Trilogy Capital Inc. trimmed | 1,824,236 | $70M | 52.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 310,063 | $12M | 9.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 211,446 | $8M | 6.1% | 2026-Q2 |
| Tidemark, LLC trimmed | 164,478 | $6M | 4.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 128,487 | $5M | 3.7% | 2026-Q2 |
| Welch Financial Planning, LLC trimmed | 120,873 | $5M | 3.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 70,749 | $3M | 2.0% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 44,361 | $2M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 30,624 | $1M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 29,291 | $1M | 0.8% | 2026-Q2 |
| United Advisor Group, LLC added | 28,138 | $1M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 24,179 | $934K | 0.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 18,601 | $719K | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 10,534 | $407K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 9,691 | $374K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers new | 6,573 | $254K | 0.2% | 2026-Q2 |
| Unified Investment Management new | 5,953 | $230K | 0.2% | 2026-Q2 |
| MARATHON CAPITAL MANAGEMENT new | 5,848 | $226K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 5,626 | $217K | 0.2% | 2026-Q2 |
| Cheviot Value Management, LLC | 4,606 | $178K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 2,294 | $89K | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc trimmed | 689 | $27K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC | 415 | $16K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 225 | $9K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 200 | $8K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 97 | $4K | 0.0% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 55 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 48 | $2K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2 | $77 | 0.0% | 2026-Q2 |
| CWM, LLC added | 322,839 | $11M | 8.0% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 9,856 | $326K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Gateway Wealth Partners, LLC new | 6,400 | $212K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Rockefeller Capital Management L.P. new | 273 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Mosley Wealth Management new | 27 | $826 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 13 | $438 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC | 1 | $33 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BridgePort Financial Solutions, LLC added | 85,085 | $3M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,960 | $598K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 215 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Advisory Services Network, LLC new | 200 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| NewEdge Advisors, LLC | 135 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Resolute Wealth Strategies, LLC added | 14,924 | $431K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC new | 10,157 | $293K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Global Retirement Partners, LLC new | 420 | $12K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.