Among active 13F managers last quarter, 3 opened and 3 added, while 1 reduced; the largest holder to move was Compass Financial Management LLC (new position).
19 tracked 13F filers disclose a position in EMDM as of the latest SEC 13F filings, a combined $17.2M 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 | Compass Financial Management LLC | 66K | $2.9M | ▲New +66K sh | Q2 2026 | |
| 2 | Naples Global Advisors, LLC | 63K | $2.7M | ▲+8.1% Added · +5K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 54K | $1.9M | ▲New +54K sh | Q1 2026 | |
| 4 | GeoWealth Management, LLC | 45K | $1.9M | ▲+60% Added · +17K sh | Q2 2026 | |
| 5 | Old Mission Capital LLC | 41K | $1.4M | ▲+356% Added · +32K sh | Q1 2026 | |
| 6 | Ni Acquisitions Company, LLC | 33K | $1.6M | ▲New +33K sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 21K | $738K | ▲+113% Added · +11K sh | Q1 2026 | |
| 8 | MML Investors Services, LLC | 21K | $906K | ▲+66% Added · +8K sh | Q2 2026 | |
| 9 | Treasure Coast Financial Planning | 21K | $905K | ▼−2.5% Reduced · −530 sh | Q2 2026 | |
| 10 | Envestnet Asset Management Inc | 16K | $568K | ▲New +16K sh | Q1 2026 | |
| 11 | OneDigital Investment Advisors LLC | 14K | $493K | ▼−5.3% Reduced · −791 sh | Q1 2026 | |
| 12 | Davenport & Co LLC | 9K | $389K | ▲+51% Added · +3K sh | Q2 2026 | |
| 13 | Signal Advisors Wealth, LLC | 6K | $277K | ▲New +6K sh | Q2 2026 | |
| 14 | Rhodes Investment Advisors Inc | 5K | $237K | ▲New +5K sh | Q2 2026 | |
| 15 | Stonebridge Financial Planning Group, LLC | 5K | $201K | ▲New +5K sh | Q2 2026 | |
| 16 | Creative Financial Designs Inc | 384 | $17K | —Held | Q2 2026 | |
| 17 | AssetMark, Inc | 328 | $14K | —Held | Q2 2026 | |
| 18 | UBS Group AG | 122 | $4K | ▲New +122 sh | Q1 2026 | |
| 19 | Institute for Wealth Management, LLC. | 26 | $1K | ▲New +26 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.
Last quarter, 3 funds opened a new position in EMDM and 3 added to an existing one, while 1 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 8 funds | $575.7M |
| Vanguard Total Stock MKT ETFVTI | 8 funds | $206.5M |
| Nvidia CorpNVDA | 8 funds | $200.9M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $140.6M |
| Tesla IncTSLA | 8 funds | $67.4M |
| Lockheed Martin CorpLMT | 8 funds | $16.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $417.3M |
| Apple IncAAPL | 7 funds | $297.6M |
| Ishares Core S&P 500 ETFIVV | 7 funds | $202.8M |
| Vanguard Value ETFVTV | 7 funds | $160.8M |
| Microsoft CorpMSFT | 7 funds | $156.7M |
| Amazon.com IncAMZN | 7 funds | $141.8M |
Ranked by how many of EMDM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EMDM.
| Class | 13F holders | Value held |
|---|---|---|
| CIBRmc | 770 funds | $5.7B |
| SKYYmc | 391 funds | $971.2M |
| FXLcs | 261 funds | $887.7M |
| FXHcs | 235 funds | $441.2M |
| FXOcs | 204 funds | $639.0M |
| FGDcs | 199 funds | $780.5M |
| FXUcs | 186 funds | $598.5M |
| FXRcs | 171 funds | $479.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EMDM
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/EMDM/capital-change-brief"
Use Arkolith's capital_change_brief for EMDM. 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 EMDM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.