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Institutional Ownership · SEC Form 13F

Who owns EMOP (EMOP)


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

36
Institutional holders
50,783,058
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on EMOP is one-sided between 2025-Q4 and 2026-Q1: 20 added or opened and 1 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

EMOP’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EMOP 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 36 tracked filers holding EMOP, 36 increased or opened the position and 2 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 EMOP 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 19

  • Dynasty Wealth Management, LLC$362M
  • OpenArc Corporate Advisory, LLC$203M
  • JPMORGAN CHASE & CO$146M
  • SAGESPRING WEALTH PARTNERS, LLC$118M
  • UNIQUE WEALTH, LLC$16M
  • Centerline Wealth Advisors, LLC$13M

Full exits 1

  • JANE STREET GROUP, LLC$766K

Largest adds

  • ALLIANCEBERNSTEIN L.P.$1.2B

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
ALLIANCEBERNSTEIN L.P. added30,355,259$1.2B58.1%2026-Q1
Dynasty Wealth Management, LLC new8,258,081$362M17.0%2026-Q1
OpenArc Corporate Advisory, LLC new4,623,764$203M9.5%2026-Q1
JPMORGAN CHASE & CO new3,444,602$146M6.8%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC new2,702,590$118M5.6%2026-Q1
UNIQUE WEALTH, LLC new364,126$16M0.8%2026-Q1
Centerline Wealth Advisors, LLC new296,867$13M0.6%2026-Q1
LPL Financial LLC new172,893$8M0.4%2026-Q1
Storen Legacy Partners, LLC new145,308$6M0.3%2026-Q1
Cyndeo Wealth Partners, LLC new71,234$3M0.1%2026-Q1
Warner Group LLC new69,725$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new52,228$2M0.1%2026-Q1
Pathstone Holdings, LLC new33,072$1M0.1%2026-Q1
Cresset Asset Management, LLC new31,036$1M0.1%2026-Q1
Private Advisor Group, LLC new21,431$939K0.0%2026-Q1
Fairvoy Private Wealth, LLC new19,547$857K0.0%2026-Q1
TritonPoint Partners, LLC new16,022$702K0.0%2026-Q1
PUREfi Wealth, LLC new11,924$523K0.0%2026-Q1
Legacy Wealth Advisors, LLC new11,897$521K0.0%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH new11,468$503K0.0%2026-Q1
Quotient Wealth Partners, LLC new9,927$435K0.0%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC new9,308$408K0.0%2026-Q1
US BANCORP \DE\ new7,713$338K0.0%2026-Q1
GLENMEDE TRUST CO NA new6,982$306K0.0%2026-Q1
OLD MISSION CAPITAL LLC new6,335$278K0.0%2026-Q1
NewEdge Wealth, LLC new6,279$275K0.0%2026-Q1
TRUIST FINANCIAL CORP new5,638$247K0.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC new5,638$247K0.0%2026-Q1
Platform Technology Partners new5,057$222K0.0%2026-Q1
Prossimo Advisors, LLC new4,790$210K0.0%2026-Q1
Rockefeller Capital Management L.P. new1,104$48K0.0%2026-Q1
Heritage Wealth Advisors new546$24K0.0%2026-Q1
MORGAN STANLEY new415$18K0.0%2026-Q1
Aptus Capital Advisors, LLC new185$8K0.0%2026-Q1
OSAIC HOLDINGS, INC. new47$2K0.0%2026-Q1
PRIVATE TRUST CO NA new20$8760.0%2026-Q1
JANE STREET GROUP, LLC new18,821$766K0.0%2025-Q4 stale
Federation des caisses Desjardins du Quebec new185$8K0.0%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.

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