Who owns EMXC (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 338 added or opened and 107 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 0.3% 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 2025-Q4 and 2026-Q1, across 921 tracked filers holding EMXC, 462 increased or opened the position and 373 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 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 57
- Bridgewater Associates, LP$84M
- JANUS HENDERSON GROUP PLC$69M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$50M
- Proficio Capital Partners LLC$29M
- OAKWORTH CAPITAL, INC.$28M
- Robinhood Asset Management, LLC$21M
Full exits 29
- VICTORY CAPITAL MANAGEMENT INC$136M
- CITADEL ADVISORS LLC$52M
- AXXCESS WEALTH MANAGEMENT, LLC$29M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6M
- Harvest Investment Advisors, LLC$4M
- Quent Long Short Global Small Cap Fund, LP$4M
Largest adds
- GOLDMAN SACHS GROUP INC$2.3B
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$310M
- BANK OF AMERICA CORP /DE/$104M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$103M
- LPL Financial LLC$78M
- Richard Bernstein Advisors LLC$71M
Largest trims
- JANE STREET GROUP, LLC$73M
- CITIGROUP INC$72M
- BlackRock, Inc.$71M
- PRUDENTIAL PLC$49M
- TIAA TRUST, NATIONAL ASSOCIATION$38M
- SCHRODER INVESTMENT MANAGEMENT GROUP$37M
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 29,679,701 | $2.3B | 18.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 13,673,534 | $1.1B | 8.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 7,371,977 | $580M | 4.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 5,457,142 | $429M | 3.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,142,002 | $404M | 3.2% | 2026-Q1 |
| MORGAN STANLEY added | 4,343,507 | $342M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,950,640 | $311M | 2.4% | 2026-Q1 |
| Richard Bernstein Advisors LLC added | 3,400,240 | $267M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 3,195,110 | $251M | 2.0% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 3,004,394 | $236M | 1.8% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 2,563,346 | $202M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,622,380 | $198M | 1.5% | 2026-Q1 |
| Facet Wealth, Inc. added | 2,175,161 | $171M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,098,998 | $165M | 1.3% | 2026-Q1 |
| UBS Group AG added | 2,095,181 | $165M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,072,000 | $163M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,056,486 | $162M | 1.3% | 2026-Q1 |
| US BANCORP \DE\ added | 1,942,935 | $153M | 1.2% | 2026-Q1 |
| CENTRAL TRUST Co added | 1,889,896 | $149M | 1.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,863,943 | $147M | 1.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 1,795,235 | $141M | 1.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,530,978 | $120M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,508,424 | $119M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,499,912 | $118M | 0.9% | 2026-Q1 |
| Johns Hopkins University | 1,423,744 | $112M | 0.9% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,330,863 | $101M | 0.8% | 2026-Q1 |
| EASTERN BANK trimmed | 1,272,496 | $100M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,148,218 | $90M | 0.7% | 2026-Q1 |
| Bridgewater Associates, LP new | 1,072,280 | $84M | 0.7% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 1,058,392 | $83M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,025,675 | $81M | 0.6% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 1,022,259 | $80M | 0.6% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 956,076 | $75M | 0.6% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 935,113 | $74M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 905,148 | $71M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC new | 870,965 | $69M | 0.5% | 2026-Q1 |
| Creative Planning added | 805,773 | $63M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 796,785 | $63M | 0.5% | 2026-Q1 |
| 1ST SOURCE BANK added | 787,768 | $62M | 0.5% | 2026-Q1 |
| Artemis Wealth Advisors, LLC added | 783,254 | $62M | 0.5% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | 761,242 | $60M | 0.5% | 2026-Q1 |
| Vident Advisory, LLC added | 747,915 | $59M | 0.5% | 2026-Q1 |
| Myriad Asset Management Advisors LLC added | 744,373 | $59M | 0.5% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 641,559 | $58M | 0.5% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 727,182 | $57M | 0.4% | 2026-Q1 |
| Hughes Financial Services, LLC added | 720,812 | $57M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 660,822 | $52M | 0.4% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 649,671 | $51M | 0.4% | 2026-Q1 |
| Aprio Wealth Management, LLC trimmed | 644,725 | $51M | 0.4% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 634,182 | $50M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 597,945 | $48M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 601,628 | $47M | 0.4% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 595,500 | $47M | 0.4% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 572,968 | $45M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 567,382 | $45M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 556,985 | $44M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 543,809 | $43M | 0.3% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 521,935 | $41M | 0.3% | 2026-Q1 |
| Advocacy Wealth Management, LLC trimmed | 516,571 | $41M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 510,922 | $40M | 0.3% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 497,080 | $39M | 0.3% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 489,940 | $39M | 0.3% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 472,509 | $37M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 472,081 | $37M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 467,057 | $37M | 0.3% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 465,156 | $37M | 0.3% | 2026-Q1 |
| SENTINEL TRUST CO LBA | 456,200 | $36M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 451,060 | $35M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 437,823 | $34M | 0.3% | 2026-Q1 |
| PROFESSIONAL ADVISORY SERVICES INC trimmed | 407,423 | $32M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 385,115 | $30M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 378,148 | $30M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 369,036 | $29M | 0.2% | 2026-Q1 |
| Legacy Financial Group LLC trimmed | 367,072 | $29M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 365,200 | $29M | 0.2% | 2026-Q1 |
| Proficio Capital Partners LLC new | 363,713 | $29M | 0.2% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. added | 359,468 | $28M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC | 354,686 | $28M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 351,272 | $28M | 0.2% | 2026-Q1 |
| Curi Capital, LLC trimmed | 350,375 | $28M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 347,122 | $27M | 0.2% | 2026-Q1 |
| Cardinal Strategic Wealth Guidance added | 338,981 | $27M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 336,708 | $26M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 336,357 | $26M | 0.2% | 2026-Q1 |
| Seascape Capital Management added | 333,323 | $26M | 0.2% | 2026-Q1 |
| Carr Financial Group Corp added | 329,746 | $26M | 0.2% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. added | 328,203 | $26M | 0.2% | 2026-Q1 |
| Stockman Wealth Management, Inc. added | 325,408 | $26M | 0.2% | 2026-Q1 |
| Prime Buchholz LLC | 319,235 | $25M | 0.2% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 299,574 | $24M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 294,943 | $23M | 0.2% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. trimmed | 290,369 | $23M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 8,356,124 | $528M | 4.1% | 2025-Q2 stale |
| UNITED SERVICES AUTOMOBILE ASSOCIATION added | 5,316,622 | $293M | 2.3% | 2025-Q1 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,864,964 | $136M | 1.1% | 2025-Q4 stale |
| Adventist Health System/ West new | 837,660 | $53M | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 721,330 | $52M | 0.4% | 2025-Q4 stale |
| Absolute Gestao de Investimentos Ltda. new | 715,000 | $48M | 0.4% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 401,434 | $29M | 0.2% | 2025-Q4 stale |
| Permanens Capital L.P. added | 401,493 | $25M | 0.2% | 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.
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.