Security record · archived quarter
EEMX
name pending profile ingest
14Tracked holders
0Δ holders
388.84KShares held
$16.58MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -10.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | +2 | 436.19K | $23.62M | +3 | −1 |
| Q1 2026 | 21 | +7 | 462.51K | $20.44M | +7 | — |
| Q4 2025 | 14 | 0 | 388.84K | $16.58M | +1 | −1 |
| Q3 2025 | 3 | 0 | 55.98K | $2.34M | — | — |
| Q2 2025 | 2 | 0 | 196.24K | $7.35M | — | — |
| Q1 2025 | 1 | 0 | 142.96K | $4.80M | — | — |
| Q4 2024 | 1 | 0 | 67.77K | $2.19M | — | — |
| Q3 2024 | 1 | +1 | 38.95K | $1.37M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 113.56K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 104.40K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 55.05K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cerity Partners LLC | 50.59K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 30.72K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Creative Planning | 13.58K | — | $579,184 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 9.91K | New | $422,597 | 0.0% | New | 1 | SEC ↗ |
| 8 | Mariner, LLC | 7.09K | — | $302,286 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 3.43K | — | $146,355 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 282 | — | $12,002 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 124 | — | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 90 | 0.0% | $3,817 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3 | +50.0% | $130 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 0 | — | $1 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $422,597 | 0.0% |
Exited
| Citadel Advisors | $2.34M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 2.60M shares, $84.77M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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