Institutional Holders (2026 Q1)
181 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMGF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | RHS Financial, LLC | 2.97% | 103,823 | $6.3M |
| 2 | Hixon Zuercher, LLC | 2.78% | 147,661 | $8.9M |
| 3 | LifeGoal Investments, LLC | 2.23% | 63,755 | $3.9M |
| 4 | Kastel Capital Advisors, LLC | 2.02% | 56,938 | $3.3M |
| 5 | Weil Company, Inc. | 1.77% | 130,197 | $7.9M |
| 6 | Stonebridge Wealth Management, LLC | 1.32% | 22,754 | $1.4M |
| 7 | Armbruster Capital Management, Inc. | 1.30% | 131,228 | $7.9M |
| 8 | Systelligence, LLC | 1.25% | 106,414 | $6.4M |
| 9 | EVOLVE PRIVATE WEALTH, LLC | 1.17% | 363,367 | $22.0M |
| 10 | Storen Legacy Partners, LLC | 0.96% | 50,562 | $3.1M |
| 11 | WETZEL INVESTMENT ADVISORS, INC. | 0.86% | 35,654 | $2.2M |
| 12 | 5T Wealth, LLC | 0.82% | 34,335 | $2.1M |
| 13 | Amplius Wealth Advisors, LLC | 0.72% | 142,838 | $8.6M |
| 14 | Annex Advisory Services, LLC | 0.67% | 591,848 | $35.8M |
| 15 | First Citizens Financial Corp | 0.65% | 22,856 | $1.4M |
| 16 | Dynamic Advisor Solutions LLC | 0.61% | 322,184 | $19.5M |
| 17 | UNIQUE WEALTH, LLC | 0.53% | 63,638 | $3.8M |
| 18 | Pure Financial Advisors, LLC | 0.51% | 583,395 | $35.3M |
| 19 | Williams & Novak, LLC | 0.43% | 9,498 | $581K |
| 20 | Asempa Wealth Advisors | 0.37% | 6,950 | $425K |
| 21 | Traveka Wealth, LLC | 0.35% | 15,362 | $928K |
| 22 | Intrua Financial, LLC | 0.26% | 41,104 | $2.5M |
| 23 | Ullmann Wealth Partners Group, LLC | 0.24% | 38,700 | $2.3M |
| 24 | One Wealth Advisors, LLC | 0.24% | 31,701 | $1.9M |
| 25 | Seed Wealth Management, Inc. | 0.23% | 5,500 | $332K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|