Among active 13F managers last quarter, 2 opened and 4 added, while 2 reduced; the largest holder to move was Occidental Asset Management, LLC (+3.7%).
33 tracked 13F filers disclose a position in EMCB as of the latest SEC 13F filings, a combined $72.3M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 256K | $16.7M | ▲+12% Added · +28K sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | 221K | $14.6M | ▲+1.8% Added · +4K sh | Q2 2026 | |
| 3 | Occidental Asset Management, LLC | 177K | $11.7M | ▲+3.7% Added · +6K sh | Q2 2026 | |
| 4 | UBS Group AG | 163K | $10.7M | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 5 | Anderson Financial Strategies, LLC | 66K | $4.3M | ▲+8.1% Added · +5K sh | Q2 2026 | |
| 6 | Kestra Advisory Services, LLC | 33K | $2.2M | ▲+4.1% Added · +1K sh | Q2 2026 | |
| 7 | Moody National Bank Trust Division | 26K | $1.7M | ▲+10% Added · +2K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 25K | $1.7M | ▲+34% Added · +6K sh | Q1 2026 | |
| 9 | AE Wealth Management LLC | 24K | $1.6M | ▲+22% Added · +4K sh | Q1 2026 | |
| 10 | Talisman Wealth Advisors LLC | 22K | $2.1M | ▲New +22K sh | Q2 2026 | |
| 11 | Rockefeller Capital Management L.P. | 11K | $690K | ▼−8.1% Reduced · −929 sh | Q1 2026 | |
| 12 | VestGen Advisors, LLC | 10K | $689K | ▼−2.8% Reduced · −298 sh | Q2 2026 | |
| 13 | NewSquare Capital LLC | 8K | $560K | ▲+2.1% Added · +179 sh | Q2 2026 | |
| 14 | Susquehanna International Group, LLP | 8K | $512K | —Held | Q1 2026 | |
| 15 | Jones Financial Companies LLLP | 8K | $506K | ▲+17% Added · +1K sh | Q1 2026 | |
| 16 | Envestnet Asset Management Inc | 7K | $487K | ▼−11% Reduced · −947 sh | Q1 2026 | |
| 17 | Schwallier Wealth Management LLC | 4K | $281K | ▼−83% Reduced · −20K sh | Q2 2026 | |
| 18 | Fermata Advisors, LLC | 4K | $248K | ▲+12% Added · +391 sh | Q2 2026 | |
| 19 | Nations Financial Group Inc, /Ia | 3K | $222K | ▼−0.8% Reduced · −26 sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | 3K | $216K | ▼−54% Reduced · −4K sh | Q1 2026 | |
| 21 | Collaborative Wealth Managment Inc. | 3K | $205K | ▼−18% Reduced · −678 sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 2K | $108K | ▼−0.4% Reduced · −7 sh | Q1 2026 | |
| 23 | Frazier Financial Advisors, LLC | 1K | $72K | —Held | Q2 2026 | |
| 24 | Fifth Third Bancorp | 763 | $50K | ▲New +763 sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | 750 | $50K | —Held | 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.
Last quarter, 2 funds opened a new position in EMCB and 4 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $770.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $232.7M |
| JPMorgan Chase & CoJPM | 9 funds | $212.1M |
| Johnson & JohnsonJNJ | 9 funds | $101.7M |
| Apple IncAAPL | 8 funds | $827.4M |
| Microsoft CorpMSFT | 8 funds | $436.8M |
| Alphabet Inc-CL CGOOG | 8 funds | $377.2M |
| Amazon.com IncAMZN | 8 funds | $362.6M |
| Vanguard Total Stock MKT ETFVTI | 8 funds | $354.8M |
| Vanguard Ftse Developed ETFVEA | 8 funds | $284.9M |
| Alphabet Inc-CL AGOOGL | 8 funds | $238.1M |
| Broadcom IncAVGO | 8 funds | $230.5M |
Ranked by how many of EMCB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EMCB.
No filings captured for this ticker in the live stream yet.
Connected entities for EMCB
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/EMCB/capital-change-brief"
Use Arkolith's capital_change_brief for EMCB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EMCB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.