Who owns EMXF
Which tracked institutional funds hold EMXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMXF 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 EMXF is one-sided between 2026-Q1 and 2026-Q2: 10 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
EMXF’s largest tracked holder by dollar value, SEI INVESTMENTS CO, 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 EMXF 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 65 tracked filers holding EMXF, 28 increased or opened the position and 26 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 EMXF 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
- Fairlight Advisors$777K
- BROWN ADVISORY INC$580K
Full exits 1
- Strategic Financial Planning, Inc.$2M
Largest adds
- SEI INVESTMENTS CO$2M
- BAILARD, INC.$2M
- Values Added Financial LLC$1M
- Invera Wealth Advisors, LLC$628K
- RWA WEALTH PARTNERS, LLC$606K
- Beacon Pointe Advisors, LLC$324K
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 |
|---|---|---|---|---|
| SEI INVESTMENTS CO trimmed | 218,541 | $13M | 18.8% | 2026-Q2 |
| BAILARD, INC. added | 133,396 | $8M | 11.5% | 2026-Q2 |
| Invera Wealth Advisors, LLC trimmed | 98,999 | $6M | 8.5% | 2026-Q2 |
| Values Added Financial LLC added | 92,810 | $5M | 8.0% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 59,353 | $3M | 5.1% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC trimmed | 41,421 | $2M | 3.6% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 29,966 | $2M | 2.6% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 29,447 | $2M | 2.5% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 24,689 | $1M | 2.1% | 2026-Q2 |
| Plum Street Advisors, LLC added | 24,003 | $1M | 2.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC | 21,696 | $1M | 1.9% | 2026-Q2 |
| Creative Planning added | 21,457 | $1M | 1.8% | 2026-Q2 |
| SageView Advisory Group, LLC added | 19,988 | $1M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 16,964 | $984K | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,746 | $970K | 1.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 14,425 | $836K | 1.2% | 2026-Q2 |
| Fairlight Advisors new | 13,402 | $777K | 1.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 12,946 | $750K | 1.1% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 12,550 | $727K | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 10,554 | $612K | 0.9% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 10,498 | $608K | 0.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 10,111 | $586K | 0.9% | 2026-Q2 |
| BROWN ADVISORY INC new | 10,016 | $580K | 0.9% | 2026-Q2 |
| MAI Capital Management added | 9,895 | $573K | 0.9% | 2026-Q2 |
| Haverford Trust Co | 9,856 | $571K | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 8,490 | $492K | 0.7% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 7,621 | $442K | 0.7% | 2026-Q2 |
| Cambridge Financial Group, LLC | 7,132 | $413K | 0.6% | 2026-Q2 |
| Abacus Planning Group, Inc. trimmed | 6,709 | $389K | 0.6% | 2026-Q2 |
| Asset Dedication, LLC | 6,552 | $380K | 0.6% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 5,998 | $348K | 0.5% | 2026-Q2 |
| Savant Capital, LLC added | 5,218 | $302K | 0.4% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 5,080 | $294K | 0.4% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 5,032 | $292K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 4,812 | $279K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,547 | $263K | 0.4% | 2026-Q2 |
| Fortis Capital Advisors, LLC trimmed | 4,128 | $239K | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 4,128 | $239K | 0.4% | 2026-Q2 |
| MCCARTER PRIVATE WEALTH SERVICES LLC trimmed | 4,128 | $239K | 0.4% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 3,989 | $231K | 0.3% | 2026-Q2 |
| Optas, LLC trimmed | 3,867 | $224K | 0.3% | 2026-Q2 |
| KWB Wealth trimmed | 3,823 | $222K | 0.3% | 2026-Q2 |
| Biltmore Family Office, LLC | 2,877 | $167K | 0.2% | 2026-Q2 |
| NBT BANK, N.A. trimmed | 2,557 | $148K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,168 | $126K | 0.2% | 2026-Q2 |
| RAELIPSKIE PARTNERSHIP | 2,159 | $125K | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,254 | $72K | 0.1% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 1,160 | $67K | 0.1% | 2026-Q2 |
| Longview Financial Advisors LLC trimmed | 1,159 | $67K | 0.1% | 2026-Q2 |
| ASSETMARK, INC new | 1,171 | $67K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 960 | $56K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 751 | $44K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 645 | $37K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. new | 470 | $27K | 0.0% | 2026-Q2 |
| Timmons Wealth Management, LLC trimmed | 464 | $27K | 0.0% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 351 | $20K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 115 | $7K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 110 | $6K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 95 | $6K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 68 | $4K | 0.0% | 2026-Q2 |
| WOLFF WIESE MAGANA LLC | 46 | $3K | 0.0% | 2026-Q2 |
| BIRCHBROOK, INC. | 43 | $2K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 30 | $2K | 0.0% | 2026-Q2 |
| Anchor Bay Capital, Inc. new | 13 | $733 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $46 | 0.0% | 2026-Q2 |
| Strategic Financial Planning, Inc. new | 26,493 | $2M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| Financially in Tune, LLC | 4,580 | $219K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 67 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY trimmed | 1 | $63 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RFG Advisory, LLC new | 7,276 | $339K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Talisman Wealth Advisors LLC new | 8,803 | $214K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 780 | $36K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Physician Wealth Advisors, Inc. trimmed | 555 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 33 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC added | 33,324 | $2M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 4,787 | $217K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC | 172 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 11,916 | $511K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Parkworth Wealth Management, Inc. trimmed | 4,951 | $212K | 0.3% | 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.