Institutional Holders (2026 Q2)
29 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMMF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Trilogy Capital Inc. | 2.74% | 1,824,236 | $70.5M |
| 2 | Welch Financial Planning, LLC | 2.72% | 120,873 | $4.7M |
| 3 | Tidemark, LLC | 1.43% | 164,478 | $6.4M |
| 4 | Unified Investment Management | 0.21% | 5,953 | $230K |
| 5 | Greenwood Capital Associates LLC | 0.17% | 44,361 | $1.7M |
| 6 | United Advisor Group, LLC | 0.11% | 28,138 | $1.1M |
| 7 | Marathon Capital Management | 0.05% | 5,848 | $226K |
| 8 | Kestra Advisory Services, LLC | 0.03% | 211,446 | $8.2M |
| 9 | Cheviot Value Management, LLC | 0.02% | 4,606 | $178K |
| 10 | Old Mission Capital LLC | 0.01% | 24,179 | $934K |
| 11 | Glass Jacobson Investment Advisors llc | 0.01% | 689 | $27K |
| 12 | Stratos Wealth Partners, LTD. | 0.01% | 18,601 | $719K |
| 13 | Signature Resources Capital Management, LLC | 0.00% | 225 | $9K |
| 14 | LPL Financial LLC | 0.00% | 310,063 | $12.0M |
| 15 | Princeton Global Asset Management LLC | 0.00% | 415 | $16K |
| 16 | Cape Investment Advisory, Inc. | 0.00% | 200 | $8K |
| 17 | IFP Advisors, Inc | 0.00% | 2,294 | $89K |
| 18 | Osaic Holdings, INC. | 0.00% | 29,291 | $1.1M |
| 19 | Stifel Financial Corp | 0.00% | 30,624 | $1.2M |
| 20 | Baird Financial Group, Inc. | 0.00% | 10,534 | $407K |
| 21 | Jpmorgan Chase & Co | 0.00% | 128,487 | $4.9M |
| 22 | Cetera Investment Advisers | 0.00% | 6,573 | $254K |
| 23 | Jane Street Group, LLC | 0.00% | 70,749 | $2.7M |
| 24 | Raymond James Financial Inc | 0.00% | 9,691 | $374K |
| 25 | Wells Fargo & Company/Mn | 0.00% | 5,626 | $217K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|