Who owns EMSF
Which tracked institutional funds hold EMSF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMSF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 EMSF is one-sided between 2026-Q1 and 2026-Q2: 6 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
EMSF’s largest tracked holder by dollar value, First Pacific Financial, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EMSF 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 16 tracked filers holding EMSF, 7 increased or opened the position and 9 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 EMSF 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 1
- SILVER OAK SECURITIES, INCORPORATED$982K
Largest adds
- First Pacific Financial$4M
- RWA WEALTH PARTNERS, LLC$955K
- PFG Investments, LLC$633K
- MORGAN STANLEY$351K
- BSW Wealth Partners$349K
Largest trims
- CITADEL ADVISORS LLC$682K
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 |
|---|---|---|---|---|
| First Pacific Financial trimmed | 540,400 | $23M | 61.8% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 103,903 | $4M | 11.9% | 2026-Q2 |
| BSW Wealth Partners trimmed | 51,116 | $2M | 5.8% | 2026-Q2 |
| PFG Investments, LLC added | 33,285 | $1M | 3.8% | 2026-Q2 |
| MORGAN STANLEY | 30,665 | $1M | 3.5% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 23,108 | $982K | 2.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,506 | $787K | 2.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 13,342 | $567K | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,710 | $498K | 1.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 8,963 | $381K | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,378 | $314K | 0.8% | 2026-Q2 |
| Rollins Financial Advisors, LLC new | 7,236 | $308K | 0.8% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 7,150 | $304K | 0.8% | 2026-Q2 |
| Odyssey Group, LLC new | 4,720 | $201K | 0.5% | 2026-Q2 |
| Sankala Group LLC trimmed | 3,773 | $148K | 0.4% | 2026-Q2 |
| UBS Group AG added | 178 | $8K | 0.0% | 2026-Q2 |
| Addison Advisors LLC | 690 | $21K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LongView Asset Management LLC trimmed | 12,673 | $359K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.