Institutional Holders (2026 Q1)
48 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMTL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Treasure Coast Financial Planning | 3.14% | 143,405 | $6.1M |
| 2 | Pinnacle Wealth Planning Services, Inc. | 0.97% | 220,253 | $9.4M |
| 3 | 1620 Investment Advisors, INC. | 0.84% | 29,343 | $1.2M |
| 4 | Shum Financial Group, Inc. | 0.75% | 24,773 | $1.1M |
| 5 | Note Advisors, LLC | 0.70% | 32,872 | $1.4M |
| 6 | Watchman Group, Inc. | 0.69% | 66,523 | $2.8M |
| 7 | Foundations Investment Advisors, LLC | 0.15% | 284,896 | $12.1M |
| 8 | Journey Strategic Wealth LLC | 0.04% | 33,163 | $1.4M |
| 9 | Advyzon Investment Management, LLC | 0.03% | 7,965 | $339K |
| 10 | Collier Financial | 0.03% | 910 | $39K |
| 11 | EP Wealth Advisors, LLC | 0.02% | 93,572 | $4.0M |
| 12 | Private Trust Co NA | 0.02% | 3,947 | $168K |
| 13 | Atria Investments, Inc | 0.01% | 26,612 | $1.1M |
| 14 | Valmark Advisers, Inc. | 0.01% | 10,480 | $446K |
| 15 | Private Advisor Group, LLC | 0.00% | 22,238 | $946K |
| 16 | Sanctuary Advisors, LLC | 0.00% | 12,543 | $534K |
| 17 | Godfrey Financial Associates, Inc. | 0.00% | 62 | $3K |
| 18 | Nbc Securities, INC. | 0.00% | 672 | $29K |
| 19 | Root Financial Partners, LLC | 0.00% | 813 | $35K |
| 20 | HighTower Advisors, LLC | 0.00% | 32,723 | $1.4M |
| 21 | Royal Bank of Canada | 0.00% | 143,779 | $6.1M |
| 22 | International Assets Investment Management, LLC | 0.00% | 343 | $15K |
| 23 | Geneos Wealth Management Inc. | 0.00% | 750 | $32K |
| 24 | EverSource Wealth Advisors, LLC | 0.00% | 288 | $18K |
| 25 | IFP Advisors, Inc | 0.00% | 401 | $17K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|