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Security record · archived quarter

EMHC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q3 2024
19Tracked holders
+5Δ holders
3.45MShares held
$85.46MReported value
+6New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +26.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 +1 3.92M $99.83M +4 −3
Q1 2026 19 +5 3.45M $85.46M +6 −1
Q4 2025 14 0 2.73M $69.62M
Q3 2025 2 +1 131 $3,311 +1
Q3 2024 1 +1 8.74K $219,544 +1
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.46M +8.8% $36.16M 0.0% ▲ Add 2 SEC ↗
2 Envestnet Asset Management Inc 763.23K +26.6% $18.93M 0.0% ▲ Add 2 SEC ↗
3 Assetmark, Inc 542.06K +0.5% $13.44M 0.0% ▲ Add 2 SEC ↗
4 Cerity Partners LLC 361.81K New $8.97M 0.0% New 1 SEC ↗
5 Cetera Investment Advisers 90.95K +20.2% $2.26M 0.0% ▲ Add 2 SEC ↗
6 HighTower Advisors, LLC 77.99K +6.9% $1.93M 0.0% ▲ Add 2 SEC ↗
7 Mml Investors Services, Llc 36.20K +39.2% $897,764 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 32.45K +3.0% $804,710 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 32.45K +3.0% $804,710 0.0% ▲ Add 2 SEC ↗
10 Osaic Holdings, Inc. 28.47K +0.7% $705,965 0.0% ▲ Add 2 SEC ↗
11 Osaic Holdings, Inc. 28.47K +0.7% $705,965 0.0% ▲ Add 2 SEC ↗
12 Citadel Advisors 20.84K New $516,931 0.0% New 1 SEC ↗
13 Bank Of America Corp /De/ 16.27K +13.3% $403,446 0.0% ▲ Add 2 SEC ↗
14 Susquehanna International Group, Llp 13.46K New $333,833 0.0% New 1 SEC ↗
15 Cwm, Llc 2.89K +9.2% $71,608 0.0% ▲ Add 2 SEC ↗
16 Fifth Third Bancorp 314 New $7,787 0.0% New 1 SEC ↗
17 Fidelity (FMR) 227 +144.1% $5,630 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 150 -38.8% $4,000 0.0% ▼ Trim 2 SEC ↗
19 JPMorgan Chase 158 New $3,887 0.0% New 1 SEC ↗
20 Morgan Stanley 97 -1.0% $2,418 0.0% ▼ Trim 3 SEC ↗
21 Morgan Stanley 97 -1.0% $2,418 0.0% ▼ Trim 3 SEC ↗
22 Pnc Financial Services Group, Inc. 27 New $670 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Cerity Partners LLC $8.97M 0.0%
Citadel Advisors $516,931 0.0%
Susquehanna International… $333,833 0.0%
Fifth Third Bancorp $7,787 0.0%
JPMorgan Chase $3,887 0.0%
Pnc Financial Services Group… $670 0.0%

Exited

UBS Group AG $6,110 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 6.29M shares, $150.98M 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: Q1 2026 · Methodology · Get this via the API