| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | MIDLAND WEALTH ADVISORS, LLC | $52.0M | 1.04M | New | Q1 2026 |
| 2 | Dakota Wealth Management | $8.8M | 174.7K | Added | Q1 2026 |
| 3 | Integrated Wealth Concepts LLC | $3.7M | 74.0K | New | Q1 2026 |
| 4 | NorthCrest Asset Manangement, LLC | $3.4M | 67.5K | New | Q1 2026 |
| 5 | Equitable Holdings, Inc. | $795K | 15.9K | Added | Q1 2026 |
| 6 | CITADEL ADVISORS LLC | $303K | 6.0K | New | Q1 2026 |
| 7 | Gladstone Institutional Advisory LLC | $256K | 5.1K | Added | Q1 2026 |
| 8 | Steward Partners Investment Advisory, LLC | $16K | 313 | New | Q1 2026 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16K | 67.8K | New | Q1 2026 |
| 10 | Smartleaf Asset Management LLC | $10K | 207 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 10 funds | $7.2B |
| NVIDIA CORPORATIONNVDA | 10 funds | $4.8B |
| AMAZON COM INCAMZN | 10 funds | $3.2B |
| APPLE INCAAPL | 10 funds | $2.9B |
| MICROSOFT CORPMSFT | 10 funds | $2.8B |
| ALPHABET INCGOOGL | 10 funds | $2.2B |
| META PLATFORMS INCMETA | 10 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.7B |
| JPMORGAN CHASE & CO.JPM | 10 funds | $1.6B |
| BROADCOM INCAVGO | 10 funds | $1.6B |
| BERKSHIRE HATHAWAY INC DELBRK/B | 10 funds | $1.4B |
| ALPHABET INCGOOG | 10 funds | $1.4B |
Ranked by how many of EMBX's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EMBX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.