EMXF — Institutional owners (13F)

66 filers · $62.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
SEI INVESTMENTS CO $12,663,264 218,541 20.18% Shares
BAILARD, INC. $7,729,591 133,396 12.32% Shares
Invera Wealth Advisors, LLC $5,736,467 98,999 9.14% Shares
Values Added Financial LLC $5,377,871 92,810 8.57% Shares
RWA WEALTH PARTNERS, LLC $3,439,183 59,353 5.48% Shares
Balanced Rock Investment Advisors LLC $2,400,101 41,421 3.83% Shares
Atlantic Private Wealth, LLC $1,736,351 29,966 2.77% Shares
Robertson Stephens Wealth Management, LLC $1,706,298 29,447 2.72% Shares
Walkner Condon Financial Advisors LLC $1,430,597 24,689 2.28% Shares
Plum Street Advisors, LLC $1,390,847 24,003 2.22% Shares
LAZARD ASSET MANAGEMENT LLC $1,257,168 21,696 2.00% Shares
Creative Planning $1,243,331 21,457 1.98% Shares
SageView Advisory Group, LLC $1,158,212 19,988 1.85% Shares
ROYAL BANK OF CANADA $984,000 16,964 1.57% Shares
OSAIC HOLDINGS, INC. $970,344 16,746 1.55% Shares
Beacon Pointe Advisors, LLC $835,876 14,425 1.33% Shares
Pathstone Holdings, LLC $750,152 12,946 1.20% Shares
GOULD ASSET MANAGEMENT LLC /CA/ $727,206 12,550 1.16% Shares
MML INVESTORS SERVICES, LLC $611,554 10,554 0.97% Shares
Ally Invest Advisors Inc. $608,281 10,498 0.97% Shares
Stratos Wealth Partners, LTD. $585,912 10,111 0.93% Shares
BROWN ADVISORY INC $580,374 10,016 0.92% Shares
MAI Capital Management $573,389 9,895 0.91% Shares
Haverford Trust Co $571,103 9,856 0.91% Shares
Congress Wealth Management LLC / DE / $510,909 11,916 0.81% Shares
LPL Financial LLC $491,950 8,490 0.78% Shares
SUMMIT WEALTH GROUP LLC / CO $441,597 7,621 0.70% Shares
Cambridge Financial Group, LLC $413,262 7,132 0.66% Shares
Abacus Planning Group, Inc. $388,751 6,709 0.62% Shares
Asset Dedication, LLC $379,654 6,552 0.61% Shares
Modern Wealth Management, LLC $347,542 5,998 0.55% Shares
Wade Financial Advisory, Inc $329,357 8,613 0.52% Shares
Savant Capital, LLC $301,953 5,218 0.48% Shares
DIVERSIFIED TRUST CO $294,359 5,080 0.47% Shares
Main Street Financial Solutions, LLC $291,595 5,032 0.46% Shares
KWB Wealth $279,562 6,008 0.45% Shares
Cetera Investment Advisers $278,830 4,812 0.44% Shares
ENVESTNET ASSET MANAGEMENT INC $263,491 4,547 0.42% Shares
Fortis Capital Advisors, LLC $239,196 4,128 0.38% Shares
MCCARTER PRIVATE WEALTH SERVICES LLC $239,196 4,128 0.38% Shares
Belpointe Asset Management LLC $239,196 4,128 0.38% Shares
Stewardship Advisors, LLC $231,141 3,989 0.37% Shares
Optas, LLC $224,060 3,867 0.36% Shares
Financially in Tune, LLC $219,114 4,580 0.35% Shares
Parkworth Wealth Management, Inc. $212,270 4,951 0.34% Shares
Biltmore Family Office, LLC $166,707 2,877 0.27% Shares
NBT BANK, N.A. $148,164 2,557 0.24% Shares
Steward Partners Investment Advisory, LLC $125,624 2,168 0.20% Shares
RAELIPSKIE PARTNERSHIP $125,103 2,159 0.20% Shares
Smartleaf Asset Management LLC $71,733 1,254 0.11% Shares
IMA Advisory Services, Inc. $67,223 1,160 0.11% Shares
Longview Financial Advisors LLC $67,158 1,159 0.11% Shares
ASSETMARK, INC $66,942 1,171 0.11% Shares
IFG Advisory, LLC $55,627 960 0.09% Shares
FIDUCIARY FINANCIAL ADVISORS $43,520 751 0.07% Shares
Farther Finance Advisors, LLC $37,374 645 0.06% Shares
MATHER GROUP, LLC. $27,234 470 0.04% Shares
Timmons Wealth Management, LLC $26,896 464 0.04% Shares
Triumph Capital Management $6,664 115 0.01% Shares
FMR LLC $6,401 110 0.01% Shares
Aptus Capital Advisors, LLC $5,505 95 0.01% Shares
JPMORGAN CHASE & CO $3,890 68 0.01% Shares
WOLFF WIESE MAGANA LLC $2,666 46 0.00% Shares
BIRCHBROOK, INC. $2,492 43 0.00% Shares
Federation des caisses Desjardins du Quebec $1,738 30 0.00% Shares
WELLS FARGO & COMPANY/MN $46 1 0.00% Shares