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Institutional Ownership · SEC Form 13F

Who owns EMNT


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

83
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened EMNT while 7 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

EMNT’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EMNT 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 83 tracked filers holding EMNT, 46 increased or opened the position and 29 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 EMNT 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 6

  • VSM Wealth Advisory, LLC$5M
  • Clear Point Advisors Inc.$3M
  • JANE STREET GROUP, LLC$2M
  • GOLDMAN SACHS GROUP INC$1M
  • Atlanta Consulting Group Advisors, LLC$1M
  • LexAurum Advisors, LLC$660K

Full exits 2

  • First Affirmative Financial Network$2M
  • WealthShield Partners, LLC$591K

Largest adds

  • OSAIC HOLDINGS, INC.$1M
  • PFG Investments, LLC$995K
  • LPL Financial LLC$872K
  • EP Wealth Advisors, LLC$817K
  • JPMORGAN CHASE & CO$565K
  • Farther Finance Advisors, LLC$547K

Largest trims

  • WCG Wealth Advisors LLC$3M
  • Stewardship Advisors, LLC$1M
  • BANK OF AMERICA CORP /DE/$1M
  • Mason & Associates Inc$540K
  • MORGAN STANLEY$510K

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
Allianz SE249,000$25M15.3%2026-Q2
PFG Investments, LLC added211,780$21M13.0%2026-Q2
MORGAN STANLEY trimmed117,039$12M7.2%2026-Q2
Milestone Investment Advisors LLC trimmed96,932$10M5.9%2026-Q2
LPL Financial LLC added63,794$6M3.9%2026-Q2
WCG Wealth Advisors LLC trimmed53,660$5M3.3%2026-Q2
VSM Wealth Advisory, LLC new50,493$5M3.2%2026-Q2
Destination Wealth Management added50,500$5M3.1%2026-Q2
Laurel Wealth Planning LLC added44,758$4M2.7%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added43,972$4M2.7%2026-Q2
UBS Group AG added40,248$4M2.5%2026-Q2
Stewardship Advisors, LLC trimmed37,700$4M2.3%2026-Q2
Cerity Partners LLC trimmed34,745$3M2.1%2026-Q2
CITADEL ADVISORS LLC added26,269$3M1.6%2026-Q2
Clear Point Advisors Inc. new25,520$3M1.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed24,540$2M1.5%2026-Q2
JANE STREET GROUP, LLC added21,821$2M1.3%2026-Q2
OSAIC HOLDINGS, INC. added19,974$2M1.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added17,430$2M1.1%2026-Q2
Walkner Condon Financial Advisors LLC added16,794$2M1.0%2026-Q2
GOLDMAN SACHS GROUP INC new13,831$1M0.8%2026-Q2
Robertson Stephens Wealth Management, LLC trimmed13,294$1M0.8%2026-Q2
Phoenix Wealth Advisors trimmed12,649$1M0.8%2026-Q2
EP Wealth Advisors, LLC added12,517$1M0.8%2026-Q2
SAX WEALTH ADVISORS, LLC added11,661$1M0.7%2026-Q2
LGT Group Foundation added11,216$1M0.7%2026-Q2
Modera Wealth Management, LLC trimmed10,506$1M0.6%2026-Q2
Atlanta Consulting Group Advisors, LLC new10,190$1M0.6%2026-Q2
SBE LLC DBA CEDAR COVE WEALTH PARTNERS added9,648$955K0.6%2026-Q2
Allworth Financial LP added9,427$933K0.6%2026-Q2
Ashton Thomas Private Wealth, LLC added8,829$874K0.5%2026-Q2
Capital Advantage, Inc. trimmed8,748$866K0.5%2026-Q2
Cresset Asset Management, LLC8,364$828K0.5%2026-Q2
Mason & Associates Inc trimmed7,479$740K0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC added7,125$705K0.4%2026-Q2
Farther Finance Advisors, LLC added6,765$669K0.4%2026-Q2
LexAurum Advisors, LLC new6,672$660K0.4%2026-Q2
Beacon Pointe Advisors, LLC trimmed6,550$648K0.4%2026-Q2
ROYAL BANK OF CANADA added6,541$647K0.4%2026-Q2
JPMORGAN CHASE & CO added6,174$611K0.4%2026-Q2
Mezzasalma Advisors, LLC added5,902$584K0.4%2026-Q2
Koenig Investment Advisory, LLC trimmed5,597$554K0.3%2026-Q2
Mutual Advisors, LLC added5,109$505K0.3%2026-Q2
AMARA FINANCIAL, LLC. trimmed4,918$487K0.3%2026-Q2
Global Retirement Partners, LLC3,919$388K0.2%2026-Q2
Round Rock Advisors LLC3,763$372K0.2%2026-Q2
Bond & Devick Financial Network, Inc.3,732$369K0.2%2026-Q2
COREPATH WEALTH PARTNERS LLC trimmed3,647$360K0.2%2026-Q2
Kestra Advisory Services, LLC added3,330$330K0.2%2026-Q2
Summit Financial, LLC new3,069$304K0.2%2026-Q2
First Heartland Consultants, Inc. added3,027$299K0.2%2026-Q2
Creative Planning trimmed3,023$299K0.2%2026-Q2
Orion Porfolio Solutions, LLC trimmed2,822$279K0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added2,755$273K0.2%2026-Q2
Financial Insights, Inc.2,715$269K0.2%2026-Q2
Fragasso Financial Advisors Inc added2,644$262K0.2%2026-Q2
Dynamic Advisor Solutions LLC trimmed2,629$260K0.2%2026-Q2
Vise Technologies, Inc. new2,614$259K0.2%2026-Q2
NewEdge Advisors, LLC added2,480$245K0.2%2026-Q2
Towerpoint Wealth, LLC added2,449$242K0.2%2026-Q2
Essex Financial Services, Inc. trimmed2,269$225K0.1%2026-Q2
Corient Private Wealth LP2,101$208K0.1%2026-Q2
Tradition Wealth Management, LLC trimmed2,029$201K0.1%2026-Q2
Sovereign Investment Advisors, LLC new2,026$200K0.1%2026-Q2
Mascoma Wealth Management LLC2,002$198K0.1%2026-Q2
American Capital Advisory, LLC1,459$144K0.1%2026-Q2
Steward Partners Investment Advisory, LLC new1,009$100K0.1%2026-Q2
Wealth Enhancement Trust Services, Inc. trimmed895$88K0.1%2026-Q2
Ameritas Investment Partners, Inc. trimmed854$84K0.1%2026-Q2
PFS Partners, LLC added645$64K0.0%2026-Q2
Rockefeller Capital Management L.P. added548$54K0.0%2026-Q2
IMA Advisory Services, Inc. new500$49K0.0%2026-Q2
HARBOUR INVESTMENTS, INC.288$28K0.0%2026-Q2
ST GERMAIN D J CO INC added272$27K0.0%2026-Q2
AMERIFLEX GROUP, INC. new230$23K0.0%2026-Q2
SYM FINANCIAL Corp195$19K0.0%2026-Q2
Smartleaf Asset Management LLC150$15K0.0%2026-Q2
Aptus Capital Advisors, LLC94$9K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/ new51$5K0.0%2026-Q2
Ameritas Advisory Services, LLC new47$5K0.0%2026-Q2
MJT & Associates Financial Advisory Group, Inc.11$1K0.0%2026-Q2
Arax Advisory Partners6$5940.0%2026-Q2
AE Wealth Management LLC6$5940.0%2026-Q2
First Affirmative Financial Network16,683$2M1.0%2026-Q1 stale (1 quarter behind)
WealthShield Partners, LLC added5,978$591K0.4%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc.4,855$480K0.3%2026-Q1 stale (1 quarter behind)
CWM, LLC trimmed3,844$380K0.2%2026-Q1 stale (1 quarter behind)
NATURAL INVESTMENTS, LLC trimmed3,611$357K0.2%2026-Q1 stale (1 quarter behind)
MERCER GLOBAL ADVISORS INC /ADV new20,312$2M1.2%2025-Q4 stale (2 quarters behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added3,453$1M0.7%2025-Q4 stale (2 quarters behind)
LongView Asset Management LLC new3,963$391K0.2%2025-Q4 stale (2 quarters behind)
Live Oak Investment Partners trimmed3,442$339K0.2%2025-Q4 stale (2 quarters behind)
Composition Wealth, LLC trimmed2,524$249K0.2%2025-Q4 stale (2 quarters behind)
Trademark Financial Management, LLC added4,771$472K0.3%2025-Q3 stale (3 quarters behind)
Blue Oak Capital, LLC trimmed9,000$889K0.6%2025-Q2 stale (4 quarters behind)
Janney Montgomery Scott LLC added6,292$621K0.4%2025-Q2 stale (4 quarters behind)
FIG FINANCIAL ADVISORY SERVICES INC /ADV trimmed3,876$383K0.2%2025-Q2 stale (4 quarters behind)
CW Advisors, LLC added2,648$262K0.2%2025-Q2 stale (4 quarters behind)
BANK OF MONTREAL /CAN/ trimmed2,618$259K0.2%2025-Q2 stale (4 quarters behind)

1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Allianz Investment Management U.S. LLC (last filed 2025-Q3, 249,000 shares) reconciles to its 1 current affiliate (249,000 shares) — 0.000% apart.

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.

Learn how to read institutional ownership