Skip to main content
Institutional Ownership · SEC Form 13F

Who owns EMO


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

110
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

10 tracked funds added or opened EMO while 16 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

EMO’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EMO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EMO 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 110 tracked filers holding EMO, 47 increased or opened the position and 54 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 EMO 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

  • Saba Capital Management, L.P.$6M
  • WOLVERINE ASSET MANAGEMENT LLC$2M
  • Waterloo Capital, L.P.$1M
  • Sculptor Capital LP$1M
  • Quantedge Capital Pte Ltd$1M
  • XTX Topco Ltd$654K

Full exits 4

  • SIT INVESTMENT ASSOCIATES INC$28M
  • Penserra Capital Management LLC$9M
  • ENVESTNET ASSET MANAGEMENT INC$600K
  • HighTower Advisors, LLC$558K

Largest adds

  • OSAIC HOLDINGS, INC.$892K
  • Thomas J. Herzfeld Advisors, Inc.$546K
  • RAYMOND JAMES FINANCIAL INC$441K
  • OPPENHEIMER & CO INC$252K

Largest trims

  • MORGAN STANLEY$4M
  • Advisors Asset Management, Inc.$2M
  • Z3 Capital Partners, LLC$2M
  • BANK OF AMERICA CORP /DE/$1M
  • EP Wealth Advisors, LLC$1M
  • Cetera Investment Advisers$717K

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.

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed1,326,322$66M26.4%2026-Q2
Z3 Capital Partners, LLC trimmed629,814$32M12.5%2026-Q2
EP Wealth Advisors, LLC trimmed297,457$15M5.9%2026-Q2
ROYAL BANK OF CANADA added276,250$14M5.5%2026-Q2
WELLS FARGO & COMPANY/MN added239,795$12M4.8%2026-Q2
Advisors Asset Management, Inc. trimmed218,811$11M4.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed195,043$10M3.9%2026-Q2
Saba Capital Management, L.P. trimmed126,112$6M2.5%2026-Q2
STIFEL FINANCIAL CORP trimmed122,953$6M2.4%2026-Q2
Steward Partners Investment Advisory, LLC added111,114$6M2.2%2026-Q2
OSAIC HOLDINGS, INC. added85,585$4M1.7%2026-Q2
AMERIPRISE FINANCIAL INC added84,862$4M1.7%2026-Q2
UBS Group AG trimmed83,120$4M1.7%2026-Q2
Edgemoor Investment Advisors, Inc. trimmed77,329$4M1.5%2026-Q2
Thomas J. Herzfeld Advisors, Inc. added73,130$4M1.5%2026-Q2
RAYMOND JAMES FINANCIAL INC added68,327$3M1.4%2026-Q2
Oxbow Advisors, LLC58,484$3M1.2%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added48,724$2M1.0%2026-Q2
Terril Brothers, Inc. trimmed44,879$2M0.9%2026-Q2
LPL Financial LLC trimmed43,025$2M0.9%2026-Q2
Wright Wealth LLC trimmed39,834$2M0.8%2026-Q2
Kingsview Wealth Management, LLC added39,564$2M0.8%2026-Q2
Rockefeller Capital Management L.P.39,509$2M0.8%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC added33,439$2M0.7%2026-Q2
Waterloo Capital, L.P. new29,152$1M0.6%2026-Q2
Sculptor Capital LP new27,500$1M0.5%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed26,728$1M0.5%2026-Q2
Quantedge Capital Pte Ltd added24,200$1M0.5%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed22,961$1M0.5%2026-Q2
Closed-End Fund Advisors, Inc. added22,885$1M0.5%2026-Q2
IFP Advisors, Inc trimmed21,041$1M0.4%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT19,285$966K0.4%2026-Q2
CAPSTONE INVESTMENT ADVISORS, LLC19,073$956K0.4%2026-Q2
NOMURA HOLDINGS INC19,012$953K0.4%2026-Q2
M&T Bank Corp18,913$948K0.4%2026-Q2
STEPHENS INC /AR/ added18,006$902K0.4%2026-Q2
Calamos Advisors LLC added17,460$875K0.3%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC14,989$751K0.3%2026-Q2
Invesco Ltd. trimmed14,292$716K0.3%2026-Q2
OPPENHEIMER & CO INC added14,272$715K0.3%2026-Q2
Icon Wealth Advisors, LLC added14,242$714K0.3%2026-Q2
Future Financial Wealth Managment LLC trimmed13,710$726K0.3%2026-Q2
JPMORGAN CHASE & CO trimmed13,162$655K0.3%2026-Q2
XTX Topco Ltd new13,052$654K0.3%2026-Q2
CARY STREET PARTNERS FINANCIAL LLC12,490$626K0.2%2026-Q2
Indivisible Partners added12,261$614K0.2%2026-Q2
D.A. DAVIDSON & CO. added10,873$545K0.2%2026-Q2
RITHOLTZ WEALTH MANAGEMENT10,069$504K0.2%2026-Q2
Hickory Point Bank & Trust trimmed9,990$500K0.2%2026-Q2
XML Financial, LLC added9,807$491K0.2%2026-Q2
PFG Investments, LLC added9,765$489K0.2%2026-Q2
NewEdge Advisors, LLC trimmed9,429$472K0.2%2026-Q2
Pathstone Holdings, LLC9,222$462K0.2%2026-Q2
Integrated Wealth Concepts LLC added9,144$458K0.2%2026-Q2
MAI Capital Management trimmed9,098$456K0.2%2026-Q2
Argentarii, LLC9,066$473K0.2%2026-Q2
CHOREO, LLC added8,932$447K0.2%2026-Q2
FIFTH THIRD BANCORP trimmed8,784$440K0.2%2026-Q2
CITADEL ADVISORS LLC new8,254$414K0.2%2026-Q2
Creative Planning trimmed7,657$384K0.2%2026-Q2
Concorde Asset Management, LLC trimmed7,255$363K0.1%2026-Q2
&PARTNERS added6,693$335K0.1%2026-Q2
Chicago Partners Investment Group LLC6,624$351K0.1%2026-Q2
Cetera Investment Advisers trimmed6,560$329K0.1%2026-Q2
LexAurum Advisors, LLC6,357$318K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added5,459$274K0.1%2026-Q2
BENJAMIN EDWARDS INC added5,390$270K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added5,282$265K0.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed4,909$246K0.1%2026-Q2
Corient Private Wealth LP new4,823$242K0.1%2026-Q2
NWF Advisory Services Inc. trimmed4,750$238K0.1%2026-Q2
Private Advisor Group, LLC added4,693$235K0.1%2026-Q2
Peregrine Asset Advisers, Inc.4,670$234K0.1%2026-Q2
Merit Financial Group, LLC trimmed4,637$232K0.1%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new4,525$227K0.1%2026-Q2
Bryn Mawr Trust Advisors, LLC added4,419$221K0.1%2026-Q2
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added4,320$216K0.1%2026-Q2
PRIVATE TRUST CO NA4,306$216K0.1%2026-Q2
Arlington Capital Management, Inc. new4,093$205K0.1%2026-Q2
Register Financial Advisors LLC4,022$202K0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed3,933$197K0.1%2026-Q2
PNC Financial Services Group, Inc. added2,700$135K0.1%2026-Q2
HARBOR INVESTMENT ADVISORY, LLC1,884$94K0.0%2026-Q2
LANARK FINANCIAL, INC.1,723$86K0.0%2026-Q2
Activest Wealth Management trimmed1,474$74K0.0%2026-Q2
Noble Wealth Management PBC1,332$67K0.0%2026-Q2
Institute for Wealth Management, LLC. new1,119$56K0.0%2026-Q2
Strategic Investment Solutions, Inc. /IL854$43K0.0%2026-Q2
FIRST COMMUNITY TRUST NA772$39K0.0%2026-Q2
THOMPSON INVESTMENT MANAGEMENT, INC.668$33K0.0%2026-Q2
Bogart Wealth, LLC trimmed665$33K0.0%2026-Q2
Allworth Financial LP600$30K0.0%2026-Q2
Atlantic Union Bankshares Corp trimmed582$29K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed403$20K0.0%2026-Q2
Gunpowder Capital Management, LLC dba Oliver Wealth Management360$18K0.0%2026-Q2
Cullen/Frost Bankers, Inc.355$18K0.0%2026-Q2
SALEM INVESTMENT COUNSELORS INC added338$17K0.0%2026-Q2
MCGUIRE CAPITAL ADVISORS INC278$14K0.0%2026-Q2
SOA Wealth Advisors, LLC. added240$12K0.0%2026-Q2
Piscataqua Savings Bank238$12K0.0%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.

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