Institutional shares held 225 Million
12.4K calls
23.3K puts
Total value of holdings $12.6B
$693K calls
$1.3M puts
# of Institutions 948


Latest Institutional Activity in EMXC

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 427K ($23.9M)
Q1 2025
Form Wealth Advisors, LLC Shares Held: 404K ($22.6M)
Q1 2025
Merit Financial Group, LLC Shares Held: 564K ($31.5M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 374K ($21M)
Q1 2025
Stockman Wealth Management, Inc. Shares Held: 306K ($17.1M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 23.1M ($1.29B)
Q1 2025
Richard Bernstein Advisors LLC Shares Held: 5.2M ($291M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.26M ($126M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 3.84K ($215K)
Q1 2025
Park Avenue Securities LLC Shares Held: 2.15M ($120M)

About EMXC

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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