Institutional Holders (2026 Q1)
3 + 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 | UNIQUE WEALTH, LLC | 2.21% | 364,126 | $16.0M |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | 2.16% | 2,702,590 | $118.4M |
| 4 | Storen Legacy Partners, LLC | 2.00% | 145,308 | $6.4M |
| 5 | Warner Group LLC | 1.99% | 69,725 | $3.1M |
| 6 | Prossimo Advisors, LLC | 1.28% | 4,790 | $210K |
| 7 | PUREfi Wealth, LLC | 0.34% | 11,924 | $523K |
| 8 | Legacy Wealth Advisors, LLC | 0.27% | 11,897 | $521K |
| 9 | TritonPoint Partners, LLC | 0.26% | 16,022 | $702K |
| 10 | Fairvoy Private Wealth, LLC | 0.20% | 19,547 | $857K |
| 11 | Cyndeo Wealth Partners, LLC | 0.16% | 71,234 | $3.1M |
| 12 | Platform Technology Partners | 0.04% | 5,057 | $222K |
| 13 | FLAGSHIP HARBOR ADVISORS, LLC | 0.02% | 9,308 | $408K |
| 14 | Quotient Wealth Partners, LLC | 0.01% | 9,927 | $435K |
| 15 | Private Advisor Group, LLC | 0.00% | 21,431 | $939K |
| 16 | LPL Financial LLC | 0.00% | 172,893 | $7.6M |
| 17 | KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 11,468 | $503K |
| 18 | TRUIST FINANCIAL CORP | 0.00% | 5,638 | $247K |
| 19 | PRIVATE TRUST CO NA | 0.00% | 20 | — |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 5,638 | $247K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|