Who owns EMXC
Which tracked institutional funds hold EMXC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMXC 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 EMXC is one-sided between 2026-Q1 and 2026-Q2: 473 added or opened and 81 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
EMXC’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.1pp gap the other way — the median holder sizes EMXC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EMXC 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 977 tracked filers holding EMXC, 459 increased or opened the position and 471 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 EMXC 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 44
- Jupiter Topco LLC$175M
- FIL Ltd$29M
- BANK OF NOVA SCOTIA$20M
- AXXCESS WEALTH MANAGEMENT, LLC$17M
- Kozak & Associates, Inc.$14M
- OLD MISSION CAPITAL LLC$11M
Full exits 49
- Richard Bernstein Advisors LLC$267M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$118M
- HighTower Advisors, LLC$90M
- JANUS HENDERSON GROUP PLC$69M
- Vident Advisory, LLC$59M
- EVOKE WEALTH, LLC$57M
Largest adds
- GOLDMAN SACHS GROUP INC$1.4B
- BANK OF AMERICA CORP /DE/$502M
- BlackRock, Inc.$215M
- NORTHERN TRUST CORP$200M
- JANE STREET GROUP, LLC$193M
- LPL Financial LLC$182M
Largest trims
- SCHRODER INVESTMENT MANAGEMENT GROUP$87M
- MARSHALL WACE, LLP$33M
- Legacy Edge Advisors, LLC$14M
- NOMURA ASSET MANAGEMENT CO LTD$11M
- Prasad Wealth Partners, LLC$9M
- FORM Wealth Advisors, LLC$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 36,096,959 | $3.7B | 22.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 15,416,323 | $1.6B | 9.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 7,620,077 | $780M | 4.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,351,025 | $547M | 3.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,202,164 | $532M | 3.3% | 2026-Q2 |
| MORGAN STANLEY added | 4,391,922 | $449M | 2.8% | 2026-Q2 |
| LPL Financial LLC added | 4,232,483 | $433M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,874,678 | $401M | 2.5% | 2026-Q2 |
| BlackRock, Inc. added | 3,537,826 | $362M | 2.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 3,105,139 | $318M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,033,652 | $310M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,760,202 | $277M | 1.7% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 2,579,723 | $264M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,531,137 | $259M | 1.6% | 2026-Q2 |
| UBS Group AG added | 2,215,349 | $227M | 1.4% | 2026-Q2 |
| Facet Wealth, Inc. added | 2,188,288 | $224M | 1.4% | 2026-Q2 |
| US BANCORP \DE\ added | 2,073,581 | $212M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,912,586 | $196M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,890,485 | $193M | 1.2% | 2026-Q2 |
| CENTRAL TRUST Co trimmed | 1,873,125 | $192M | 1.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,757,000 | $180M | 1.1% | 2026-Q2 |
| Jupiter Topco LLC new | 1,714,300 | $175M | 1.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 1,536,180 | $157M | 1.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,446,073 | $148M | 0.9% | 2026-Q2 |
| Johns Hopkins University | 1,423,744 | $146M | 0.9% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 1,198,777 | $123M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,182,341 | $121M | 0.7% | 2026-Q2 |
| EASTERN BANK trimmed | 1,147,210 | $117M | 0.7% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 1,067,982 | $109M | 0.7% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 1,044,702 | $107M | 0.7% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,026,995 | $105M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,016,870 | $104M | 0.6% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 920,867 | $94M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 902,781 | $92M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 891,372 | $91M | 0.6% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 880,516 | $90M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 838,682 | $86M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 795,831 | $81M | 0.5% | 2026-Q2 |
| 1ST SOURCE BANK trimmed | 786,100 | $80M | 0.5% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 717,949 | $73M | 0.5% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 700,982 | $72M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 674,300 | $69M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 671,667 | $69M | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 666,900 | $68M | 0.4% | 2026-Q2 |
| Myriad Asset Management Advisors LLC trimmed | 665,140 | $68M | 0.4% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 658,794 | $67M | 0.4% | 2026-Q2 |
| ANDERSON HOAGLAND & CO added | 651,452 | $67M | 0.4% | 2026-Q2 |
| Hughes Financial Services, LLC trimmed | 647,996 | $66M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 625,504 | $64M | 0.4% | 2026-Q2 |
| New York Life Investment Management LLC added | 618,086 | $63M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 614,537 | $63M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 609,087 | $62M | 0.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 605,741 | $62M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 592,596 | $61M | 0.4% | 2026-Q2 |
| Artemis Wealth Advisors, LLC trimmed | 571,595 | $58M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 538,730 | $55M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 521,399 | $53M | 0.3% | 2026-Q2 |
| Clearwater Capital Advisors, LLC trimmed | 504,877 | $52M | 0.3% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 497,908 | $51M | 0.3% | 2026-Q2 |
| TRUE Private Wealth Advisors trimmed | 491,174 | $50M | 0.3% | 2026-Q2 |
| Proficio Capital Partners LLC added | 475,841 | $49M | 0.3% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. added | 474,420 | $48M | 0.3% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 472,201 | $48M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 469,938 | $48M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 456,863 | $47M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 429,231 | $44M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 420,612 | $43M | 0.3% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 392,677 | $25M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 384,272 | $39M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 369,793 | $38M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 368,846 | $38M | 0.2% | 2026-Q2 |
| World Investment Advisors added | 359,314 | $29M | 0.2% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC | 354,686 | $36M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 346,465 | $35M | 0.2% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 311,697 | $32M | 0.2% | 2026-Q2 |
| Prime Buchholz LLC trimmed | 299,549 | $31M | 0.2% | 2026-Q2 |
| Stockman Wealth Management, Inc. trimmed | 298,938 | $31M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 297,542 | $30M | 0.2% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 290,369 | $23M | 0.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 289,916 | $30M | 0.2% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 289,155 | $30M | 0.2% | 2026-Q2 |
| Carr Financial Group Corp trimmed | 288,311 | $29M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 287,564 | $29M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 283,674 | $29M | 0.2% | 2026-Q2 |
| FIL Ltd new | 282,272 | $29M | 0.2% | 2026-Q2 |
| SMI Advisory Services, LLC added | 274,115 | $27M | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 266,453 | $27M | 0.2% | 2026-Q2 |
| Trail Ridge Investment Advisors, LLC added | 264,923 | $27M | 0.2% | 2026-Q2 |
| Cardinal Strategic Wealth Guidance trimmed | 261,857 | $27M | 0.2% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 255,720 | $26M | 0.2% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC added | 250,102 | $26M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 243,929 | $25M | 0.2% | 2026-Q2 |
| Columbia Bank added | 241,082 | $25M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 238,807 | $24M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 234,093 | $24M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 230,630 | $24M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 229,967 | $24M | 0.1% | 2026-Q2 |
| MinichMacGregor Wealth Management, LLC trimmed | 223,349 | $23M | 0.1% | 2026-Q2 |
| Robinhood Asset Management, LLC trimmed | 222,908 | $23M | 0.1% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC added | 220,164 | $23M | 0.1% | 2026-Q2 |
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.