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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on EMO is one-sided between 2025-Q4 and 2026-Q1: 25 added or opened and 8 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 117 tracked filers holding EMO, 57 increased or opened the position and 55 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 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.
Full exits 5
- ABSOLUTE INVESTMENT ADVISERS, LLC$4M
- Quarry LP$2M
- Yakira Capital Management, Inc.$1M
- Cerity Partners LLC$612K
- Arete Wealth Advisors, LLC$589K
Largest adds
- MORGAN STANLEY$12M
- Z3 Capital Partners, LLC$6M
- Thomas J. Herzfeld Advisors, Inc.$3M
- Penserra Capital Management LLC$3M
- EP Wealth Advisors, LLC$2M
- ROYAL BANK OF CANADA$2M
Largest trims
- SIT INVESTMENT ASSOCIATES INC$7M
- NOMURA HOLDINGS INC$803K
- Invesco Ltd.$303K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,330,974 | $70M | 21.7% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 632,297 | $33M | 10.3% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 534,295 | $28M | 8.7% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 303,753 | $16M | 4.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 270,443 | $14M | 4.4% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 244,836 | $13M | 4.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 225,706 | $12M | 3.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 213,267 | $11M | 3.5% | 2026-Q1 |
| Penserra Capital Management LLC added | 177,881 | $9M | 2.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 126,375 | $7M | 2.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 111,030 | $6M | 1.8% | 2026-Q1 |
| UBS Group AG trimmed | 88,758 | $5M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 81,720 | $4M | 1.3% | 2026-Q1 |
| Edgemoor Investment Advisors, Inc. added | 77,738 | $4M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 64,291 | $3M | 1.0% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 59,023 | $3M | 1.0% | 2026-Q1 |
| Oxbow Advisors, LLC | 58,484 | $3M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 56,455 | $3M | 0.9% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 47,803 | $3M | 0.8% | 2026-Q1 |
| Terril Brothers, Inc. trimmed | 46,054 | $2M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 45,925 | $2M | 0.7% | 2026-Q1 |
| Wright Wealth LLC added | 39,849 | $2M | 0.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 39,515 | $2M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 39,509 | $2M | 0.6% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26,828 | $1M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 24,653 | $1M | 0.4% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 22,852 | $1M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 23,053 | $1M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 21,793 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 19,792 | $1M | 0.3% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 19,285 | $1M | 0.3% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 19,073 | $1M | 0.3% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 19,012 | $1M | 0.3% | 2026-Q1 |
| M&T Bank Corp added | 18,913 | $999K | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 17,985 | $950K | 0.3% | 2026-Q1 |
| Calamos Advisors LLC added | 16,296 | $861K | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,989 | $792K | 0.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 15,428 | $758K | 0.2% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 14,216 | $721K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,177 | $702K | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 12,490 | $660K | 0.2% | 2026-Q1 |
| Indivisible Partners added | 12,170 | $643K | 0.2% | 2026-Q1 |
| Hickory Point Bank & Trust added | 11,665 | $616K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,355 | $600K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 10,758 | $568K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 10,571 | $558K | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT | 10,069 | $532K | 0.2% | 2026-Q1 |
| Creative Planning added | 9,852 | $520K | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 9,578 | $506K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 9,412 | $497K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,278 | $490K | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC | 9,222 | $487K | 0.2% | 2026-Q1 |
| XML Financial, LLC added | 9,191 | $485K | 0.1% | 2026-Q1 |
| Argentarii, LLC | 9,066 | $479K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 8,792 | $464K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 8,765 | $463K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 7,765 | $410K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 7,662 | $405K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 6,957 | $367K | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 6,609 | $349K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 6,401 | $338K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC | 6,357 | $336K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,323 | $334K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 6,292 | $332K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 6,624 | $329K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 6,050 | $320K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 5,560 | $294K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 5,508 | $291K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,311 | $281K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 5,260 | $278K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 5,211 | $275K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. | 5,163 | $273K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. new | 5,050 | $267K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 4,923 | $260K | 0.1% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 181,841 | $9M | 2.8% | 2025-Q1 stale |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 84,275 | $4M | 1.2% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC new | 62,000 | $3M | 0.9% | 2025-Q3 stale |
| Polar Asset Management Partners Inc. new | 54,414 | $3M | 0.8% | 2025-Q2 stale |
| Tradewinds, LLC. trimmed | 46,965 | $2M | 0.7% | 2025-Q1 stale |
| Alpine Global Management, LLC added | 47,000 | $2M | 0.7% | 2025-Q3 stale |
| Quarry LP added | 35,239 | $2M | 0.5% | 2025-Q4 stale |
| Yakira Capital Management, Inc. trimmed | 25,641 | $1M | 0.4% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 20,591 | $988K | 0.3% | 2025-Q2 stale |
| FIRST TRUST ADVISORS LP added | 17,854 | $856K | 0.3% | 2025-Q2 stale |
| Aristides Capital LLC | 16,432 | $788K | 0.2% | 2025-Q2 stale |
| North Ground Capital added | 16,446 | $739K | 0.2% | 2025-Q3 stale |
| Matisse Capital | 14,835 | $736K | 0.2% | 2025-Q1 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 13,206 | $655K | 0.2% | 2025-Q1 stale |
| Cerity Partners LLC trimmed | 13,698 | $612K | 0.2% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 13,201 | $589K | 0.2% | 2025-Q4 stale |
| Almitas Capital LLC trimmed | 9,549 | $426K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 9,547 | $426K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 8,847 | $395K | 0.1% | 2025-Q4 stale |
| DAVENPORT & Co LLC trimmed | 8,319 | $371K | 0.1% | 2025-Q4 stale |
| Compound Planning, Inc. new | 5,819 | $289K | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC trimmed | 6,011 | $288K | 0.1% | 2025-Q2 stale |
| Concorde Asset Management, LLC added | 6,362 | $284K | 0.1% | 2025-Q4 stale |
| TrueMark Investments, LLC new | 6,319 | $282K | 0.1% | 2025-Q4 stale |
| Quantedge Capital Pte Ltd trimmed | 5,620 | $279K | 0.1% | 2025-Q1 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 6,000 | $269K | 0.1% | 2025-Q4 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.