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Institutional Ownership · SEC Form 13F

Who owns EMTL (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

48
Institutional holders
1,649,155
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened EMTL while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

EMTL’s largest tracked holder by dollar value, Bank of New York Mellon Corp, 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 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 2025-Q4 and 2026-Q1, across 48 tracked filers holding EMTL, 29 increased or opened the position and 18 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 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 2

  • EP Wealth Advisors, LLC$4M
  • HighTower Advisors, LLC$1M

Full exits 6

  • FAGAN ASSOCIATES, INC.$12M
  • Main Street Financial Solutions, LLC$4M
  • LongView Asset Management LLC$4M
  • ARVEST INVESTMENTS, INC.$2M
  • OLD MISSION CAPITAL LLC$696K
  • SENTINEL PENSION ADVISORS, LLC$667K

Largest adds

  • Foundations Investment Advisors, LLC$3M
  • Bank of New York Mellon Corp$2M
  • Treasure Coast Financial Planning$272K

Largest trims

  • JOURNEY STRATEGIC WEALTH LLC$7M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$278K

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
Bank of New York Mellon Corp added314,952$13M13.3%2026-Q1
Foundations Investment Advisors, LLC added284,896$12M12.0%2026-Q1
Pinnacle Wealth Planning Services, Inc. added220,253$9M9.3%2026-Q1
ROYAL BANK OF CANADA added143,779$6M6.1%2026-Q1
Treasure Coast Financial Planning added143,405$6M6.1%2026-Q1
EP Wealth Advisors, LLC new93,572$4M4.0%2026-Q1
Watchman Group, Inc. added66,523$3M2.8%2026-Q1
BANK OF AMERICA CORP /DE/ added59,406$3M2.5%2026-Q1
JOURNEY STRATEGIC WEALTH LLC trimmed33,163$1M1.4%2026-Q1
Note Advisors, LLC added32,872$1M1.4%2026-Q1
HighTower Advisors, LLC new32,723$1M1.4%2026-Q1
1620 INVESTMENT ADVISORS, INC. added29,343$1M1.2%2026-Q1
Atria Investments, Inc added26,612$1M1.1%2026-Q1
Shum Financial Group, Inc. added24,773$1M1.0%2026-Q1
Private Advisor Group, LLC trimmed22,238$946K0.9%2026-Q1
JANE STREET GROUP, LLC added22,156$943K0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added14,680$625K0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed13,376$569K0.6%2026-Q1
Sanctuary Advisors, LLC added12,543$534K0.5%2026-Q1
LPL Financial LLC trimmed11,871$505K0.5%2026-Q1
Valmark Advisers, Inc. trimmed10,480$446K0.4%2026-Q1
Advyzon Investment Management, LLC trimmed7,965$339K0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added7,202$307K0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added6,897$294K0.3%2026-Q1
PRIVATE TRUST CO NA3,947$168K0.2%2026-Q1
MORGAN STANLEY added2,376$101K0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added1,100$47K0.0%2026-Q1
Collier Financial added910$39K0.0%2026-Q1
Root Financial Partners, LLC new813$35K0.0%2026-Q1
Geneos Wealth Management Inc.750$32K0.0%2026-Q1
Farther Finance Advisors, LLC added750$32K0.0%2026-Q1
NBC SECURITIES, INC.672$29K0.0%2026-Q1
CWM, LLC added424$18K0.0%2026-Q1
EverSource Wealth Advisors, LLC added288$18K0.0%2026-Q1
IFP Advisors, Inc added401$17K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC343$15K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed144$6K0.0%2026-Q1
ASSETMARK, INC126$5K0.0%2026-Q1
MAI Capital Management101$4K0.0%2026-Q1
AdvisorNet Financial, Inc71$3K0.0%2026-Q1
Godfrey Financial Associates, Inc.62$3K0.0%2026-Q1
AE Wealth Management LLC57$2K0.0%2026-Q1
Destiny Wealth Partners, LLC trimmed56$2K0.0%2026-Q1
Sound Income Strategies, LLC37$2K0.0%2026-Q1
Advisory Services Network, LLC34$1K0.0%2026-Q1
Graney & King, LLC new11$4680.0%2026-Q1
Transamerica Financial Advisors, LLC1$520.0%2026-Q1
WELLS FARGO & COMPANY/MN1$260.0%2026-Q1
FAGAN ASSOCIATES, INC. added276,023$12M11.9%2025-Q4 stale
Main Street Financial Solutions, LLC added101,598$4M4.4%2025-Q4 stale
LongView Asset Management LLC added84,067$4M3.6%2025-Q4 stale
Synergy Asset Management, LLC new73,402$3M3.1%2025-Q1 stale
ARVEST INVESTMENTS, INC. trimmed56,055$2M2.4%2025-Q4 stale
SK Wealth Management, LLC added25,670$1M1.1%2025-Q3 stale
OLD MISSION CAPITAL LLC trimmed16,069$696K0.7%2025-Q4 stale
SENTINEL PENSION ADVISORS, LLC added15,402$667K0.7%2025-Q4 stale
JPMORGAN CHASE & CO added15,122$653K0.6%2025-Q2 stale
Brookwood Investment Group LLC new8,909$384K0.4%2025-Q1 stale
STIFEL FINANCIAL CORP new7,286$314K0.3%2025-Q1 stale
Castleview Partners, LLC new5,570$240K0.2%2025-Q1 stale
McAdam, LLC new5,490$238K0.2%2025-Q4 stale
CITADEL ADVISORS LLC added5,161$224K0.2%2025-Q4 stale
CreativeOne Wealth, LLC trimmed4,917$212K0.2%2025-Q1 stale
BlackDiamond Wealth Management, LLC trimmed4,869$210K0.2%2025-Q4 stale
Kestra Advisory Services, LLC new853$37K0.0%2025-Q4 stale
Continuum Advisory, LLC424$18K0.0%2025-Q1 stale
Capital A Wealth Management, LLC84$4K0.0%2025-Q1 stale
UBS Group AG trimmed64$3K0.0%2025-Q1 stale
FLAGSHIP HARBOR ADVISORS, LLC trimmed8$3660.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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