This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EMBX/capital-change-brief"
Use Arkolith's capital_change_brief for EMBX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MIDLAND WEALTH ADVISORS, LLC | $52.0M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 2 | AVALON CAPITAL MANAGEMENT | $10.9M | 213K | ▲+30% Added · +49K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $10.4M | 208K | ▲+264% Added · +151K sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 200K | ▲New +200K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $9.6M | 192K | ▼−14% Reduced · −31K sh | Q1 2026 | |
| 6 | Dakota Wealth Management | $8.8M | 175K | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 7 | WESPAC Advisors SoCal, LLC | $6.5M | 126K | ▲+4.7% Added · +6K sh | Q2 2026 | |
| 8 | Perennial Investment Advisors, LLC | $5.5M | 109K | ▲+0.3% Added · +375 sh | Q1 2026 | |
| 9 | Krilogy Financial LLC | $4.7M | 90K | ▲New +90K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $3.7M | 74K | ▲New +74K sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $3.7M | 74K | ▲New +74K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17K | 71K | ▲+4.8% Added · +3K sh | Q2 2026 | |
| 13 | NorthCrest Asset Manangement, LLC | $3.6M | 71K | ▲+5.0% Added · +3K sh | Q2 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $2.4M | 48K | ▼−32% Reduced · −23K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $2.0M | 39K | ▲New +39K sh | Q1 2026 | |
| 16 | Equitable Holdings, Inc. | $795K | 16K | ▲+0.7% Added · +114 sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $551K | 11K | ▼−0.2% Reduced · −24 sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $408K | 8K | ▲New +8K sh | Q1 2026 | |
| 19 | Bison Wealth, LLC | $410K | 8K | ▲New +8K sh | Q2 2026 | |
| 20 | Mills Wealth Advisors LLC | $409K | 8K | ▲New +8K sh | Q2 2026 | |
| 21 | Echo45 Advisors LLC | $382K | 7K | ▲+1.0% Added · +77 sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $303K | 6K | ▲New +6K sh | Q1 2026 | |
| 23 | Gladstone Institutional Advisory LLC | $256K | 5K | ▲+0.8% Added · +43 sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $234K | 5K | ▼−1.4% Reduced · −67 sh | Q1 2026 | |
| 25 | Balefire, LLC | $207K | 4K | ▲New +4K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| EMBXthis pageMF Closed and MF Open | 31 funds | $127.8M |
| NODEmc | 12 funds | $12.5M |
| INDZINDIA SELECT ETF | 4 funds | $795K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $7.2B |
| NVIDIA CORPNVDA | 10 funds | $4.8B |
| AMAZON.COM INCAMZN | 10 funds | $3.2B |
| APPLE INCAAPL | 10 funds | $2.9B |
| MICROSOFT CORPMSFT | 10 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.6B |
| BROADCOM INCAVGO | 10 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 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 + quarter-over-quarter ownership changes + 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.