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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Trilogy Capital Inc. added | 1,885,593 | $62M | 50.7% | 2026-Q1 |
| LPL Financial LLC added | 327,683 | $11M | 8.8% | 2026-Q1 |
| CWM, LLC added | 322,839 | $11M | 8.7% | 2026-Q1 |
| Tidemark, LLC trimmed | 226,212 | $7M | 6.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 197,280 | $7M | 5.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 136,632 | $5M | 3.7% | 2026-Q1 |
| Welch Financial Planning, LLC added | 123,040 | $4M | 3.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 91,947 | $3M | 2.4% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 43,523 | $1M | 1.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 35,992 | $1M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 31,402 | $1M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 24,241 | $803K | 0.7% | 2026-Q1 |
| United Advisor Group, LLC added | 23,205 | $768K | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,832 | $491K | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 10,815 | $358K | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 9,856 | $326K | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. new | 8,322 | $276K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 6,400 | $212K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,827 | $193K | 0.2% | 2026-Q1 |
| Cheviot Value Management, LLC | 4,606 | $153K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 2,294 | $76K | 0.1% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 749 | $25K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC | 415 | $14K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 273 | $9K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC new | 225 | $7K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 96 | $3K | 0.0% | 2026-Q1 |
| Mosley Wealth Management new | 27 | $826 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 13 | $438 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $52 | 0.0% | 2026-Q1 |
| FMR LLC | 1 | $33 | 0.0% | 2026-Q1 |
| BridgePort Financial Solutions, LLC added | 85,085 | $3M | 2.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,006 | $796K | 0.6% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 25,737 | $683K | 0.6% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,960 | $598K | 0.5% | 2025-Q4 stale |
| Sovran Advisors, LLC added | 19,332 | $502K | 0.4% | 2025-Q1 stale |
| Resolute Wealth Strategies, LLC added | 14,924 | $431K | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 10,157 | $293K | 0.2% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 9,436 | $250K | 0.2% | 2025-Q1 stale |
| Global Retirement Partners, LLC new | 420 | $12K | 0.0% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 215 | $7K | 0.0% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. | 200 | $6K | 0.0% | 2025-Q4 stale |
| Advisory Services Network, LLC new | 200 | $6K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC | 135 | $4K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.