Who owns EMTL
Which tracked institutional funds hold EMTL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMTL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 EMTL is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 12 trimmed or exited — on balance reducing.
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
EMTL’s largest tracked holder by dollar value, Foundations Investment Advisors, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EMTL 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 41 tracked filers holding EMTL, 17 increased or opened the position and 32 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 EMTL 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 2
- OLD MISSION CAPITAL LLC$3M
- CITADEL ADVISORS LLC$636K
Full exits 7
- Foundations Investment Advisors, LLC$12M
- ROYAL BANK OF CANADA$6M
- JOURNEY STRATEGIC WEALTH LLC$1M
- HighTower Advisors, LLC$1M
- Atria Investments, Inc$1M
- Shum Financial Group, Inc.$1M
Largest adds
- Pinnacle Wealth Planning Services, Inc.$291K
Largest trims
- Bank of New York Mellon Corp$2M
- BANK OF AMERICA CORP /DE/$1M
- Note Advisors, LLC$1M
- Treasure Coast Financial Planning$635K
- JANE STREET GROUP, LLC$621K
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 |
|---|---|---|---|---|
| Bank of New York Mellon Corp trimmed | 276,444 | $12M | 12.5% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 226,324 | $10M | 10.3% | 2026-Q2 |
| Treasure Coast Financial Planning trimmed | 128,089 | $5M | 5.8% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 98,006 | $4M | 4.4% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 91,752 | $4M | 4.2% | 2026-Q2 |
| Watchman Group, Inc. added | 67,996 | $3M | 3.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 66,263 | $3M | 3.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 30,020 | $1M | 1.4% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 29,750 | $1M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 16,505 | $705K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 14,886 | $636K | 0.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 11,470 | $490K | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 11,126 | $475K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,775 | $417K | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 9,138 | $390K | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 8,839 | $377K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,539 | $365K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 8,046 | $344K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,548 | $322K | 0.3% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 7,278 | $311K | 0.3% | 2026-Q2 |
| Note Advisors, LLC trimmed | 7,154 | $306K | 0.3% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 1,663 | $71K | 0.1% | 2026-Q2 |
| Collier Financial | 910 | $39K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 756 | $32K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 750 | $32K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 713 | $30K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 449 | $19K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 423 | $18K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 403 | $17K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 269 | $11K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 220 | $9K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 173 | $7K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 147 | $6K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 144 | $6K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 126 | $5K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 71 | $3K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 62 | $3K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 33 | $1K | 0.0% | 2026-Q2 |
| Graney & King, LLC | 11 | $475 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 1 | $53 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $10 | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 284,896 | $12M | 12.9% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 143,779 | $6M | 6.5% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 33,163 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 32,723 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 26,612 | $1M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Shum Financial Group, Inc. added | 24,773 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 22,238 | $946K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA | 3,947 | $168K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 813 | $35K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. | 672 | $29K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 424 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 101 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC | 57 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Destiny Wealth Partners, LLC trimmed | 56 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 37 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 34 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FAGAN ASSOCIATES, INC. added | 276,023 | $12M | 12.7% | 2025-Q4 stale (2 quarters behind) |
| LongView Asset Management LLC added | 84,067 | $4M | 3.9% | 2025-Q4 stale (2 quarters behind) |
| ARVEST INVESTMENTS, INC. trimmed | 56,055 | $2M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| SENTINEL PENSION ADVISORS, LLC added | 15,402 | $667K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| McAdam, LLC new | 5,490 | $238K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BlackDiamond Wealth Management, LLC trimmed | 4,869 | $210K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 853 | $37K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 8 | $366 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SK Wealth Management, LLC added | 25,670 | $1M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 15,122 | $653K | 0.7% | 2025-Q2 stale (4 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.