95 tracked 13F filers disclose a position in EMO as of the latest SEC 13F filings, a combined $237.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $70.3M | 1.3M | ▲+1.4% Added · +19K sh | Q1 2026 | |
| 2 | Z3 Capital Partners, LLC | $31.6M | 630K | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 3 | EP Wealth Advisors, LLC | $16.0M | 304K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $14.3M | 270K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $12.9M | 245K | ▼−6.2% Reduced · −16K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $11.9M | 226K | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $11.3M | 213K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $6.7M | 126K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $5.9M | 111K | ▲+2.6% Added · +3K sh | Q1 2026 | |
| 10 | UBS Group AG | $4.7M | 89K | ▼−7.8% Reduced · −7K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $4.3M | 82K | ▼−5.4% Reduced · −5K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $3.4M | 64K | ▲+10% Added · +6K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.0M | 56K | ▲+12% Added · +6K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $2.4M | 46K | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 15 | TERRIL BROTHERS, INC. | $2.2M | 45K | ▼−2.5% Reduced · −1K sh | Q2 2026 | |
| 16 | Wright Wealth LLC | $2.0M | 40K | ▼~0% Reduced · −15 sh | Q2 2026 | |
| 17 | Kingsview Wealth Management, LLC | $2.1M | 40K | ▲+0.1% Added · +52 sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $2.1M | 40K | ▼−0.6% Reduced · −258 sh | Q1 2026 | |
| 19 | Waterloo Capital, L.P. | $1.5M | 29K | ▲New +29K sh | Q2 2026 | |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.3M | 27K | ▼−0.4% Reduced · −100 sh | Q2 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 23K | ▼−0.4% Reduced · −92 sh | Q2 2026 | |
| 22 | Closed-End Fund Advisors, Inc. | $1.1M | 23K | ▲+0.1% Added · +33 sh | Q2 2026 | |
| 23 | IFP Advisors, Inc | $1.1M | 21K | ▼−3.5% Reduced · −752 sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $1.0M | 20K | ▲+87% Added · +9K sh | Q1 2026 | |
| 25 | HOLLENCREST CAPITAL MANAGEMENT | $1.0M | 19K | —Held | Q1 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, 5 funds opened a new position in EMO and 14 added to an existing one, while 10 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 39 funds | $28.2B |
| NVIDIA CORPNVDA | 38 funds | $40.1B |
| APPLE INCAAPL | 38 funds | $33.1B |
| AMAZON.COM INCAMZN | 38 funds | $19.5B |
| ALPHABET INC-CL CGOOG | 38 funds | $10.8B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $8.8B |
| ELI LILLY & COLLY | 38 funds | $7.7B |
| CISCO SYSTEMS INCCSCO | 38 funds | $4.0B |
| ABBVIE INCABBV | 38 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 37 funds | $15.9B |
| BROADCOM INCAVGO | 37 funds | $14.2B |
| JPMORGAN CHASE & COJPM | 37 funds | $7.0B |
Ranked by how many of EMO's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 74K | $2.5M |
| Mar 28, 2025 | Corebridge Financial, Inc. | Insider | Sell (S) | 66K | $2.3M |
| 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 |
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.