Among active 13F managers last quarter, 7 opened and 15 added, while 9 reduced; the largest holder to move was Z3 Capital Partners, LLC (−0.4%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
109 tracked 13F filers disclose a position in EMO as of the latest SEC 13F filings, a combined $249.8M 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 | Morgan Stanley | 1.3M | $70.3M | ▲+1.4% Added · +19K sh | Q1 2026 | |
| 2 | Z3 Capital Partners, LLC | 630K | $31.6M | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 3 | EP Wealth Advisors, LLC | 297K | $14.9M | ▼−2.1% Reduced · −6K sh | Q2 2026 | |
| 4 | Royal Bank Of Canada | 270K | $14.3M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 226K | $11.9M | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | 219K | $11.0M | ▼−11% Reduced · −26K sh | Q2 2026 | |
| 7 | Bank Of America Corp | 213K | $11.3M | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 8 | Stifel Financial Corp | 126K | $6.7M | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 111K | $5.6M | ▲+0.1% Added · +84 sh | Q2 2026 | |
| 10 | UBS Group AG | 89K | $4.7M | ▼−7.8% Reduced · −7K sh | Q1 2026 | |
| 11 | Ameriprise Financial Inc | 82K | $4.3M | ▼−5.4% Reduced · −5K sh | Q1 2026 | |
| 12 | Edgemoor Investment Advisors, Inc. | 77K | $3.9M | ▼−0.5% Reduced · −409 sh | Q2 2026 | |
| 13 | Thomas J. Herzfeld Advisors, Inc. | 73K | $3.7M | ▲+24% Added · +14K sh | Q2 2026 | |
| 14 | Osaic Holdings, Inc. | 64K | $3.4M | ▲+10% Added · +6K sh | Q1 2026 | |
| 15 | Oxbow Advisors, LLC | 58K | $2.9M | —Held | Q2 2026 | |
| 16 | Raymond James Financial Inc | 56K | $3.0M | ▲+12% Added · +6K sh | Q1 2026 | |
| 17 | Blue Bell Private Wealth Management, LLC | 49K | $2.4M | ▲+1.9% Added · +921 sh | Q2 2026 | |
| 18 | LPL Financial LLC | 46K | $2.4M | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 19 | Terril Brothers, Inc. | 45K | $2.2M | ▼−2.5% Reduced · −1K sh | Q2 2026 | |
| 20 | Wright Wealth LLC | 40K | $2.0M | ▼~0% Reduced · −15 sh | Q2 2026 | |
| 21 | Kingsview Wealth Management, LLC | 40K | $2.0M | ▲+0.1% Added · +49 sh | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | 40K | $2.1M | ▼−0.6% Reduced · −258 sh | Q1 2026 | |
| 23 | Waterloo Capital, L.P. | 29K | $1.5M | ▲New +29K sh | Q2 2026 | |
| 24 | Sculptor Capital LP | 28K | $1.4M | ▲New +28K sh | Q2 2026 | |
| 25 | Nations Financial Group Inc, /Ia | 27K | $1.3M | ▼−0.4% Reduced · −100 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, 7 funds opened a new position in EMO and 15 added to an existing one, while 9 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 |
|---|---|---|
| Microsoft CorpMSFT | 47 funds | $30.5B |
| Meta Platforms Inc-Class AMETA | 47 funds | $9.8B |
| Nvidia CorpNVDA | 46 funds | $43.6B |
| Amazon.com IncAMZN | 46 funds | $21.9B |
| Apple IncAAPL | 45 funds | $35.5B |
| Alphabet Inc-CL AGOOGL | 45 funds | $17.2B |
| Alphabet Inc-CL CGOOG | 45 funds | $11.7B |
| Abbvie IncABBV | 45 funds | $4.6B |
| Cisco Systems IncCSCO | 45 funds | $4.4B |
| Broadcom IncAVGO | 44 funds | $15.5B |
| Eli Lilly & CoLLY | 44 funds | $9.0B |
| JPMorgan Chase & CoJPM | 44 funds | $7.7B |
Ranked by how many of EMO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EMO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 13, 2025 | Agdern Robert D | Director | Buy (P) | 385 | $16K |
| May 27, 2025 | Grillo Anthony | Director | Buy (P) | 250 | $11K |
| Mar 28, 2025 | Corebridge Financial, Inc. | Insider | Sell (S) 2 lots, same day | 140K | $4.8M |
| Jan 8, 2025 | Franklin Resources Inc | Insider | Sell (S) | 10K | $457K |
| Jan 3, 2025 | Franklin Resources Inc | Insider | Sell (S) | 9K | $412K |
| Dec 27, 2024 | Franklin Resources Inc | Insider | Sell (S) | 1K | $52K |
| Dec 24, 2024 | Franklin Resources Inc | Insider | Sell (S) | 8K | $375K |
| Dec 20, 2024 | Franklin Resources Inc | Insider | Sell (S) | 2K | $79K |
| Dec 16, 2024 | Franklin Resources Inc | Insider | Sell (S) | 2K | $102K |
| Dec 11, 2024 | Franklin Resources Inc | Insider | Sell (S) | 1K | $57K |
| Dec 10, 2024 | Franklin Resources Inc | Insider | Sell (S) | 3K | $124K |
| Dec 9, 2024 | Franklin Resources Inc | Insider | Sell (S) | 1K | $48K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 37 | 26 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EMO
This stock 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/EMO/capital-change-brief"
Use Arkolith's capital_change_brief for EMO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.