Institutional Holders (2026 Q1)
34 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMOP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Centerline Wealth Advisors, LLC | 4.68% | 296,867 | $13.0M |
| 2 | Dynasty Wealth Management, LLC | 3.16% | 8,258,081 | $361.9M |
| 3 | OpenArc Corporate Advisory, LLC | 2.90% | 4,623,764 | $202.6M |
| 4 | Unique Wealth, LLC | 2.21% | 364,126 | $16.0M |
| 5 | Sagespring Wealth Partners, LLC | 2.16% | 2,702,590 | $118.4M |
| 6 | Storen Legacy Partners, LLC | 2.00% | 145,308 | $6.4M |
| 7 | Warner Group LLC | 1.99% | 69,725 | $3.1M |
| 8 | Prossimo Advisors, LLC | 1.28% | 4,790 | $210K |
| 9 | Alliancebernstein L.P. | 0.40% | 30,355,259 | $1.24B |
| 10 | PUREfi Wealth, LLC | 0.34% | 11,924 | $523K |
| 11 | Legacy Wealth Advisors, LLC | 0.27% | 11,897 | $521K |
| 12 | TritonPoint Partners, LLC | 0.26% | 16,022 | $702K |
| 13 | Fairvoy Private Wealth, LLC | 0.20% | 19,547 | $857K |
| 14 | Cyndeo Wealth Partners, LLC | 0.16% | 71,234 | $3.1M |
| 15 | Platform Technology Partners | 0.04% | 5,057 | $222K |
| 16 | Flagship Harbor Advisors, LLC | 0.02% | 9,308 | $408K |
| 17 | Quotient Wealth Partners, LLC | 0.01% | 9,927 | $435K |
| 18 | Cresset Asset Management, LLC | 0.01% | 31,036 | $1.4M |
| 19 | Pathstone Holdings, LLC | 0.01% | 33,072 | $1.4M |
| 20 | Old Mission Capital LLC | 0.00% | 6,335 | $278K |
| 21 | Private Advisor Group, LLC | 0.00% | 21,431 | $939K |
| 22 | NewEdge Wealth, LLC | 0.00% | 6,279 | $275K |
| 23 | LPL Financial LLC | 0.00% | 172,893 | $7.6M |
| 24 | Keybank National Association/Oh | 0.00% | 11,468 | $503K |
| 25 | Glenmede Trust Co NA | 0.00% | 6,982 | $306K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|