Institutional Holders (2026 Q2)
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 | 4.81% | 294,072 | $15.4M |
| 2 | Dynasty Wealth Management, LLC | 3.35% | 8,625,402 | $450.5M |
| 3 | OpenArc Corporate Advisory, LLC | 3.05% | 4,912,254 | $256.6M |
| 4 | Unique Wealth, LLC | 2.61% | 428,462 | $22.4M |
| 5 | Sagespring Wealth Partners, LLC | 2.23% | 2,776,357 | $145.0M |
| 6 | Warner Group LLC | 2.15% | 166,920 | $8.7M |
| 7 | Prossimo Advisors, LLC | 1.54% | 5,097 | $266K |
| 8 | PUREfi Wealth, LLC | 0.44% | 15,387 | $804K |
| 9 | Rasp Wealth Solutions, LLC | 0.26% | 15,071 | $787K |
| 10 | Fairvoy Private Wealth, LLC | 0.23% | 22,086 | $1.2M |
| 11 | Cyndeo Wealth Partners, LLC | 0.22% | 88,252 | $4.6M |
| 12 | Innovative Asset Advisors Group, LLC | 0.03% | 1,180 | $62K |
| 13 | Lummis Asset Management, LP | 0.02% | 713 | $37K |
| 14 | Flagship Harbor Advisors, LLC | 0.02% | 9,093 | $475K |
| 15 | Quotient Wealth Partners, LLC | 0.01% | 9,490 | $496K |
| 16 | Jpmorgan Chase & Co | 0.01% | 3,588,958 | $185.6M |
| 17 | Private Advisor Group, LLC | 0.01% | 23,143 | $1.2M |
| 18 | Pathstone Holdings, LLC | 0.01% | — | $1.7M |
| 19 | LPL Financial LLC | 0.00% | 347,328 | $18.1M |
| 20 | Vise Technologies, Inc. | 0.00% | 6,278 | $328K |
| 21 | NewEdge Wealth, LLC | 0.00% | 6,278 | $328K |
| 22 | Keybank National Association/Oh | 0.00% | 11,468 | $599K |
| 23 | Alerus Financial NA | 0.00% | 710 | $37K |
| 24 | Glenmede Trust Co NA | 0.00% | 6,591 | $344K |
| 25 | Private Trust Co NA | 0.00% | 170 | $9K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|