HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EMO Share Count | ||||
| Sea Otter Advisors LLC | 3,648 | 23,648 | +20,000 | +548.25% |
| Concorde Asset Management LLC | 8,452 | 34,984 | +26,532 | +313.91% |
| CSS LLC IL | 7,221 | 29,696 | +22,475 | +311.24% |
| Clough Capital Partners L P | 54,228 | 118,943 | +64,715 | +119.34% |
| Quarry LP | 21,200 | 44,915 | +23,715 | +111.86% |
| JPMorgan Chase & Co. | 8,674 | 14,129 | +5,455 | +62.89% |
| UBS Group AG | 5,329 | 7,763 | +2,434 | +45.67% |
| Alpine Global Management LLC | 44,300 | 63,300 | +19,000 | +42.89% |
| Sit Investment Associates Inc. | 676,880 | 896,205 | +219,325 | +32.40% |
| Covestor Ltd | 1,119 | 1,341 | +222 | +19.84% |
| Saba Capital Management L.P. | 2,543,688 | 3,007,117 | +463,429 | +18.22% |
| Goldman Sachs Group Inc. | 53,616 | 63,138 | +9,522 | +17.76% |
| Arete Wealth Advisors LLC | 6,805 | 7,525 | +720 | +10.58% |
| Raymond James Financial Services Advisors Inc. | 359,608 | 377,780 | +18,172 | +5.05% |
| Raymond James & Associates | 12,663 | 13,154 | +491 | +3.88% |
| Ameriprise Financial Inc. | 12,644 | 12,959 | +315 | +2.49% |
| Cerity Partners LLC | 13,019 | 13,065 | +46 | +0.35% |
| Stephens Inc. AR | 7,267 | 7,276 | +9 | +0.12% |
| 13F Filers Reporting New Positions In EMO | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 209 | +209 | +100% |
| Mercer Global Advisors Inc. ADV | 0 | 69,875 | +69,875 | +100% |
| Salem Investment Counselors Inc. | 0 | 35 | +35 | +100% |
| Blue Bell Private Wealth Management LLC | 0 | 7,789 | +7,789 | +100% |
| Citadel Advisors LLC | 0 | 6,402 | +6,402 | +100% |
| Virtu Financial LLC | 0 | 5,903 | +5,903 | +100% |
| Gradient Investments LLC | 0 | 59 | +59 | +100% |
| Chicago Partners Investment Group LLC | 0 | 5,817 | +5,817 | +100% |
| Advisory Services Network LLC | 0 | 721 | +721 | +100% |
| Yakira Capital Management Inc. | 0 | 7,778 | +7,778 | +100% |
| Robinson Capital Management LLC | 0 | 13,600 | +13,600 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 8,900 | +8,900 | +100% |
| Pathstone Holdings LLC | 0 | 9,200 | +9,200 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Huntington National Bank | 2 | 2 | UNCH | 0.00% |
| Centaurus Financial Inc. | 10,680 | 10,680 | UNCH | 0.00% |
| Comerica Bank | 887 | 887 | UNCH | 0.00% |
| Kayne Anderson Capital Advisors LP | 53,260 | 53,260 | UNCH | 0.00% |
| City of London Investment Management Co. Ltd. | 25,500 | 25,500 | UNCH | 0.00% |
| Hollencrest Capital Management | 40,057 | 40,057 | UNCH | 0.00% |
| Blackstone Group Inc | 11,300 | 11,300 | UNCH | 0.00% |
| Plante Moran Financial Advisors LLC | 550 | 550 | UNCH | 0.00% |
| Cetera Advisor Networks LLC | 9,896 | 9,896 | UNCH | 0.00% |
| Aristides Capital LLC | 143,878 | 143,878 | UNCH | 0.00% |
| GWM Advisors LLC | 300 | 300 | UNCH | 0.00% |
| Bogart Wealth LLC | 169 | 169 | UNCH | 0.00% |
| Integrated Wealth Concepts LLC | 13,216 | 13,216 | UNCH | 0.00% |
| Carolinas Wealth Consulting LLC | 1,924 | 1,924 | UNCH | 0.00% |
| Tyler Stone Wealth Management | 469 | 469 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 200 | 200 | UNCH | 0.00% |
| Colonial Trust Co SC | 48 | 48 | UNCH | 0.00% |
| Atlas Wealth LLC | 19,262 | 19,262 | UNCH | 0.00% |
| Kingswood Wealth Advisors LLC | 7,400 | 7,400 | UNCH | 0.00% |
| 13F Filers Decreasing EMO Share Count | ||||
| Woodline Partners LP | 342,931 | 77,679 | -265,252 | -77.35% |
| US Bancorp DE | 2,282 | 754 | -1,528 | -66.96% |
| Invesco Ltd. | 36,601 | 21,890 | -14,711 | -40.19% |
| Commonwealth Equity Services LLC | 22,484 | 14,461 | -8,023 | -35.68% |
| Steward Partners Investment Advisory LLC | 30,263 | 23,014 | -7,249 | -23.95% |
| Kingsview Wealth Management LLC | 14,158 | 12,176 | -1,982 | -14.00% |
| Wells Fargo & Company MN | 8,902 | 7,807 | -1,095 | -12.30% |
| Bank of America Corp DE | 60,200 | 55,071 | -5,129 | -8.52% |
| Royal Bank of Canada | 153,247 | 140,720 | -12,527 | -8.17% |
| Advisor Group Holdings Inc. | 8,698 | 8,102 | -596 | -6.85% |
| Morgan Stanley | 688,177 | 647,197 | -40,980 | -5.95% |
| Advisors Asset Management Inc. | 247,858 | 233,855 | -14,003 | -5.65% |
| Quadrant Private Wealth Management LLC | 13,563 | 12,898 | -665 | -4.90% |
| Terril Brothers Inc. | 121,706 | 116,046 | -5,660 | -4.65% |
| 13F Filers Exiting EMO | ||||
| Householder Group Estate & Retirement Specialist LLC | 181 | 0 | -181 | -100.00% |
| Sittner & Nelson LLC | 207 | 0 | -207 | -100.00% |
| McGowan Group Asset Management Inc. | 149,162 | 0 | -149,162 | -100.00% |
| Stonebridge Capital Advisors LLC | 318 | 0 | -318 | -100.00% |
| Almitas Capital LLC | 21,953 | 0 | -21,953 | -100.00% |
| Quantedge Capital Pte Ltd | 10,219 | 0 | -10,219 | -100.00% |
| Wolverine Asset Management LLC | 11,408 | 0 | -11,408 | -100.00% |
| Northwestern Mutual Wealth Management Co. | 210 | 0 | -210 | -100.00% |
| Bessemer Group Inc. | 74 | 0 | -74 | -100.00% |
See Summary: Institutional Holders of EMO
See Details: Top 10 Hedge Funds Holding EMO
Also See: EMO Insider Buying
