AI Holders Summary · Q3 2026

56 institutions reported EMBX in Q3 2026. MIDLAND WEALTH ADVISORS LLC leads at 38.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MIDLAND WEALTH ADVISORS LLC

CIK 0001990058

$77M1.6M3.57%Q3 2026 02

Beaumont Financial Advisors, LLC

CIK 0001957394

$16M322K1.00%Q3 2026 03

LPL Financial LLC

CIK 0001403438

$13M248K0.00%Q2 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$11M216K0.00%Q2 2026 05

AVALON CAPITAL MANAGEMENT

CIK 0001510809

$11M213K2.58%Q2 2026 06

Dakota Wealth Management

CIK 0001631353

$9M180K0.18%Q2 2026 07

NORDEN GROUP LLC

CIK 0001990699

$7M145K0.54%Q3 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$7M129K0.01%Q2 2026 09

CONDOR CAPITAL MANAGEMENT

CIK 0001082491

$7M128K0.49%Q2 2026 10

Csenge Advisory Group

CIK 0001715593

$6M115K0.24%Q2 2026 11

Krilogy Financial LLC

CIK 0001659047

$5M96K0.13%Q3 2026 12

NewEdge Wealth, LLC

CIK 0001861796

$4M87K0.04%Q2 2026 13

Integrated Wealth Concepts LLC

CIK 0001737109

$4M81K0.03%Q2 2026 14

KRAEMATON INVESTMENT ADVISORS, INC

CIK 0001910852

$4M81K3.10%Q2 2026 15

NorthCrest Asset Manangement, LLC

CIK 0001893159

$4M73K0.09%Q3 2026 16

WESPAC Advisors SoCal, LLC

CIK 0001668188

$3M68K0.61%Q3 2026 17

Perennial Investment Advisors, LLC

CIK 0001801523

$3M65K0.22%Q2 2026 18

Integras Partners LLC

CIK 0002055384

$3M54K1.54%Q2 2026 19

Ferguson Shapiro LLC

CIK 0001767433

$3M56K0.81%Q3 2026 20

NewEdge Advisors, LLC

CIK 0001633516

$2M43K0.01%Q2 2026

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