iShares JP Morgan Usd EmergiEMBETF

13F holders, Q1 2024 (March 31)
808holders
3famous investors
$90.03avg. 13F price*

At the end of Q1 2024, 808 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings. The largest holders were Wells Fargo & Company ($1.5B), Betterment LLC ($784.5M) and Wealthfront Advisers LLC ($498.1M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares JP Morgan Usd Emergi
CUSIP
464288281
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 808Q1 2024Q2 2024: 811Q2 2024Q3 2024: 833Q3 2024Q4 2024: 866Q4 2024Q1 2025: 881Q1 2025Q2 2025: 845Q2 2025Q3 2025: 890Q3 2025Q4 2025: 965Q4 2025Q1 2026: 847Q1 2026Q2 2026: 838Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions87$170.7M
Exits96$1.2B

Ownership 808 holders

Wells Fargo & Company 0.40% Add +4.2% 16,756,916 $1.5B
Betterment LLC 2.10% Reduce -15.1% 8,748,905 $784.5M
Wealthfront Advisers LLC 1.74% Add +3.8% 5,555,082 $498.1M
Envestnet Asset Management Inc. 0.17% Add +26.8% 5,094,643 $456.8M
Royal Bank of Canada 0.11% Reduce -5.8% 5,080,671 $455.6M
BlackRock Inc. 0.01% Add +15.7% 4,156,546 $372.7M
Goldman Sachs Group Inc. 0.08% Add +8.2% 4,033,501 $361.7M
Morgan Stanley 0.03% Reduce -36.8% 3,699,197 $331.7M
JPMorgan Chase & Co. 0.03% Add +264.7% 3,592,002 $322.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 2.05% Add +0.9% 3,338,842 $299.4M
Bank of America Corp. 0.03% Add +163.8% 3,088,907 $277.0M
Jane Street Group, LLC 0.32% Add +164.3% 2,729,325 $244.7M
Varma Mutual Pension Insurance Co 2.06% No change 2,656,000 $238.2M
Manufacturers Life Insurance Company, The 0.18% Add +7.1% 2,209,176 $198.1M
Assetmark, Inc. 0.62% Reduce -0.8% 2,122,417 $190.3M
Municipal Employees' Retirement System of Michigan 2.43% No change 2,104,464 $188.7M
Bessemer Group Inc. 0.33% Add +16.1% 2,033,197 $182.3M
Pharo Management, Inc. 100.00% Reduce -76.6% 1,533,600 $137.5M
LPL Financial LLC 0.07% Add +74.8% 1,483,635 $133.0M
UBS Group AG 0.04% Reduce -16.8% 1,364,551 $122.4M
Raymond James & Associates 0.08% Add +1.4% 1,294,752 $116.1M
Hamilton Capital, LLC 8.41% Add +4.8% 1,254,305 $112.5M
Tiaa Trust, National Association 0.34% Add +134.4% 1,250,692 $112.3M
Bank of New York Mellon Corp 0.02% Reduce -10.6% 1,224,827 $109.8M
Adventist Health System Sunbelt Healthcare Corp. 6.39% Add +95.5% 1,223,347 $109.7M
Bank of Nova Scotia 0.22% New 1,218,733 $109.3M
Jones Financial Companies LLLP 0.14% Add +5499.9% 1,150,564 $103.2M
1832 Asset Management L.P. 0.15% Add +0.0% 913,045 $81.9M
Charles Schwab Investment Management Inc. 0.02% Reduce -5.4% 881,273 $79.0M
Citigroup Inc. 0.08% Reduce -26.3% 850,287 $76.2M
Allianz Asset Management GmbH 0.13% Add +12.7% 842,009 $75.5M
Cwm, LLC 0.36% Reduce -3.8% 821,459 $73.7M
Susquehanna International Group, LLP 0.11% Add +4215.9% 793,182 $71.1M
Sumitomo Life Insurance Co. 1.82% Reduce -69.3% 783,005 $70.2M
PNC Financial Services Group, Inc. 0.05% Add +1.0% 776,855 $69.7M
Ameriprise Financial Inc. 0.02% Add +66.4% 724,255 $64.9M
Spire Wealth Management 1.13% Add +3.5% 167,394 $61.4M
SigFig Wealth Management, LLC 2.09% Add +3.4% 637,182 $56.9M
Alliancebernstein L.P. 0.02% Add +32.6% 578,855 $51.9M
Envestnet Portfolio Solutions, Inc. 0.19% Add +49.8% 577,741 $51.8M
BNP Paribas Financial Markets 0.06% Reduce -60.5% 566,688 $50.8M
Neuberger Berman Group LLC 0.04% Add +12.4% 549,889 $49.3M
Prudential Financial Inc. 0.06% Add +92.1% 507,149 $45.5M
Venturi Wealth Management, LLC 2.69% Add +4.3% 466,466 $41.8M
Deutsche Bank AG 0.02% Reduce -2.1% 465,798 $41.8M
Cetera Investment Advisers 0.10% Add +192.4% 459,592 $41.2M
Savant Capital, LLC 0.44% Reduce -2.4% 431,144 $38.7M
Sei Investments Co. 0.05% Reduce -9.0% 403,540 $36.2M
Federated Hermes, Inc. 0.08% Add +103.5% 374,027 $33.5M
HSBC Holdings PLC 0.02% Add +6.6% 363,595 $32.7M
FUKOKU MUTUAL LIFE INSURANCE Co 2.40% No change 340,000 $30.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -36.8% 327,250 $29.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Reduce -4.6% 323,800 $29.0M
Country Trust Bank 0.72% Add +5.0% 309,578 $27.8M
MML Investors Services, LLC 0.11% Add +10.7% 305,699 $27.4M
OneDigital Investment Advisors LLC 0.43% Reduce -9.2% 303,982 $27.3M
Osaic Holdings, Inc. 0.06% Reduce -66.3% 297,670 $26.7M
HighTower Advisors, LLC 0.04% Reduce -7.9% 287,129 $25.7M
Meeder Asset Management Inc. 1.58% Add +17.5% 278,812 $25.0M
Invst, LLC 2.90% Add +3.5% 275,378 $24.5M
Mackenzie Financial Corp. 0.03% Add +23.0% 263,385 $23.6M
Credit Suisse AG/ 0.02% Add +179.7% 254,815 $22.8M
Park Avenue Securities LLC 0.28% Add +70.1% 244,507 $21.9M
Asset Management One Co., Ltd. 0.08% Add +2.6% 243,803 $21.9M
Stairway Partners, LLC 1.73% Add +106.8% 239,096 $21.4M
Prudent Investors Network, Inc. 7.95% — 235,294 $21.1M
Janney Montgomery Scott LLC 0.06% Add +5.0% 229,958 $20.6M
Greystone Financial Group, LLC 4.03% Add +73.1% 225,406 $20.2M
TD Asset Management Inc 0.02% No change 221,700 $19.9M
Checchi Capital Advisers, LLC 1.48% Add +18.5% 211,800 $19.0M
Towercrest Capital Management 3.14% Add +1.1% 207,302 $18.6M
Trek Financial, LLC 1.46% Reduce -1.6% 205,979 $18.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.23% Add +22.3% 205,692 $18.4M
United Capital Financial Advisors, LLC 0.15% Add +92.7% 200,198 $18.0M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Add +34.9% 192,568 $17.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -5.7% 186,650 $16.7M
First Hawaiian Bank 0.52% Add +0.3% 186,072 $16.7M
Equitable Holdings, Inc. 0.18% Add +2.2% 176,363 $15.8M
Great Valley Advisor Group, Inc. 0.47% Add +0.3% 174,091 $15.6M
Stifel Financial Corp. 0.02% Add +17.4% 172,092 $15.4M
Mariner, LLC 0.03% Add +6.3% 167,728 $15.0M
Stevens Capital Management LP 2.77% Add +48.1% 158,947 $14.3M
Cannon Financial Strategists, Inc. 2.79% Add +2.9% 158,389 $14.2M
Pure Financial Advisors, LLC 0.42% Add +6.4% 151,420 $13.6M
Rwa Wealth Partners, LLC 0.18% Reduce -5.0% 150,453 $13.5M
Conning Inc. 0.46% No change 149,000 $13.4M
Point72 Asset Management 0.04% Add +15.9% 145,956 $13.1M
BLB&B Advisors, LLC 0.72% Add +6.8% 142,566 $12.8M
Washington Trust Bank 1.20% Add +20.5% 140,453 $12.6M
Truist Financial Corp. 0.02% Add +11.3% 135,067 $12.1M
Victory Capital Management Inc. 0.01% No change 133,874 $12.0M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -5.4% 130,471 $11.7M
BlueCrest Capital Management Ltd 5.63% Reduce -53.7% 125,000 $11.2M
Probity Advisors, Inc. 2.23% Reduce -23.7% 120,272 $10.8M
Vontobel Holding Ltd. 0.08% Add +2.6% 117,124 $10.5M
Strategic Investment Advisors / MI 1.35% Add +5.8% 116,991 $10.5M
Full Sail Capital, LLC 0.71% Reduce -1.7% 113,331 $10.2M
Busey Bank 0.35% Reduce -21.2% 109,653 $9.8M
Privium Fund Management (UK) Ltd 4.74% New 107,390 $9.6M
CreativeOne Wealth, LLC 0.38% Add +89.3% 106,213 $9.5M
Alliance Wealth Management Group 2.74% Add +1.5% 104,166 $9.3M
Townsquare Capital LLC 0.14% Reduce -9.4% 103,405 $9.3M
J.Safra Asset Management Corp 1.04% Add +6.7% 102,027 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -12.6% 101,456 $9.1M
Citizens & Northern Corp. 3.06% Add +0.4% 100,793 $9.0M
CW Advisors, LLC 0.15% Reduce -1.5% 100,115 $9.0M
Schroder Investment Management Group 0.01% Reduce -23.4% 99,737 $8.9M
Commonwealth Equity Services, LLC 0.01% Add +5.4% 97,634 $8.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.6% 97,370 $8.7M
Nuveen Asset Management, LLC 0.00% Reduce -19.0% 95,500 $8.6M
Avantax Advisory Services, Inc. 0.07% Add +18.1% 94,287 $8.5M
Barclays PLC 0.00% Reduce -87.8% 92,693 $8.3M
Integrated Advisors Network LLC 0.42% Add +11.7% 92,294 $8.3M
Cerity Partners LLC 0.02% Reduce -2.3% 91,922 $8.2M
Rinkey Investments 3.00% Add +0.9% 91,758 $8.2M
Principal Securities, Inc. 0.25% Add +6.8% 90,542 $8.1M
Ellevest, Inc. 0.49% Add +8.2% 88,378 $7.9M
Foster & Motley Inc. 0.53% Add +7.9% 85,068 $7.6M
Oxbow Advisors, LLC 1.08% New 84,254 $7.6M
Dai-ichi Life Holdings, Inc. 9.17% — 83,374 $7.5M
Occidental Asset Management, LLC 1.39% Add +3.4% 82,686 $7.4M
National Bank of Canada 0.01% Reduce -88.6% 81,695 $7.2M
Monument Capital Management 2.08% Add +2.8% 80,492 $7.2M
CI Investments Inc. 0.03% Add +533.7% 78,483 $7.0M
Omega Financial Group, LLC 2.87% Add +2.2% 78,268 $7.0M
Foundations Investment Advisors, LLC 0.18% Add +117.8% 75,574 $6.8M
Atria Wealth Solutions, Inc. 0.08% Add +20.9% 75,483 $6.8M
Comerica Bank 0.03% Reduce -0.1% 75,049 $6.7M
Mercer Global Advisors Inc. 0.02% Add +20.9% 73,506 $6.6M
SMI Advisory Services, LLC 1.84% New 72,915 $6.6M
Syon Capital LLC 0.62% Add +24.6% 72,970 $6.5M
FMR LLC 0.00% Reduce -30.7% 70,861 $6.4M
AE Wealth Management LLC 0.07% Reduce -30.4% 70,604 $6.3M
Nomura Asset Management Co. Ltd. 0.02% Add +65.4% 70,432 $6.3M
NewEdge Advisors, LLC 0.05% Add +44.6% 69,357 $6.2M
Millennium Management 0.01% Add +88.6% 69,245 $6.2M
Peak Financial Advisors LLC 3.74% New 68,509 $6.1M
Forefront Analytics, LLC 2.93% Reduce -0.1% 67,294 $6.0M
Horst & Graben Wealth Management LLC 1.22% Add +57.5% 66,769 $6.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.8% 66,305 $5.9M
Founders Financial Securities LLC 0.62% Reduce -3.4% 65,936 $5.9M
SPX Gestao de Recursos Ltda 0.51% Reduce -69.0% 65,000 $5.8M
Fairview Capital Investment Management, LLC 0.32% Add +6.2% 63,645 $5.7M
Horizon Investments, LLC 0.15% Reduce -3.8% 64,038 $5.7M
US Bancorp \de 0.01% Add +43.0% 63,430 $5.7M
JB Capital LLC 0.38% Add +57.7% 63,336 $5.7M
Advocacy Wealth Management, LLC 0.49% Add +31.5% 63,079 $5.7M
Apella Capital, LLC 0.28% Add +24.6% 62,473 $5.6M
Stonehearth Capital Management, LLC 2.49% Add +3.3% 61,246 $5.5M
Vestmark Advisory Solutions, Inc. 0.23% New 60,512 $5.4M
Atria Investments, Inc 0.07% Add +6.4% 60,066 $5.4M
Citizens Financial Group Inc. 0.18% Reduce -48.9% 59,664 $5.4M
Scotia Capital Inc. 0.03% Add +2.8% 59,305 $5.3M
Financial Alternatives, Inc 4.10% Reduce -1.7% 59,061 $5.3M
Rovin Capital /Ut/ 2.11% Reduce -31.6% 57,385 $5.1M
Ashton Thomas Private Wealth, LLC 0.28% Reduce -2.1% 55,312 $5.0M
KFG Wealth Management, LLC 2.02% Reduce -7.6% 54,791 $4.9M
Principal Financial Group Inc. 0.00% Add +5.6% 53,925 $4.8M
Heritage Wealth Management, LLC 2.41% Reduce -0.5% 52,673 $4.7M
Crabel Capital Management, LLC 4.05% Reduce -32.5% 51,881 $4.7M
Berger Financial Group, Inc 0.38% Add +19.3% 51,584 $4.6M
Caisse de depot et placement du Quebec 0.01% Reduce -99.0% 51,584 $4.6M
Macquarie Group Ltd. 0.01% Add +26.9% 50,363 $4.5M
BlueSky Wealth Advisors, LLC 3.48% Add +8.8% 49,567 $4.4M
Plan Group Financial, LLC 2.89% Add +13.2% 49,100 $4.4M
Vise Technologies, Inc. 0.87% Add +15.6% 49,023 $4.4M
Guggenheim Capital LLC 0.03% Add +4.5% 48,831 $4.4M
Q3 Asset Management 1.24% Add +14.3% 48,684 $4.4M
Custos Family Office, LLC 2.25% Add +7.5% 48,576 $4.4M
Johnson Financial Group, Inc. 0.23% Reduce -35.4% 48,402 $4.3M
Alternative Investment Advisors, LLC. 2.56% Add +1.6% 47,882 $4.3M
CIBC Asset Management Inc 0.01% Add +11.3% 47,360 $4.2M
Corient Private Wealth LP 0.01% Add +3.5% 45,944 $4.1M
Inscription Capital, LLC 0.68% Add +43.1% 45,693 $4.1M
Logan Stone Capital, LLC 0.88% Add +12.7% 45,516 $4.1M
Alliance Wealth Advisors, LLC 1.21% Reduce -1.9% 45,224 $4.1M
Parallel Advisors, LLC 0.11% Add +4.6% 45,130 $4.0M
Trivium Point Advisory, LLC 0.86% Reduce -0.5% 44,705 $4.0M
Transamerica Financial Advisors, LLC 0.40% Reduce -5.6% 43,619 $3.9M
iA Global Asset Management Inc. 0.08% Reduce -0.1% 42,718 $3.8M
Jmac Enterprises LLC 0.71% Add +27.0% 42,554 $3.8M
Wharton Business Group, LLC 0.18% No change 42,480 $3.8M
Ascent Group, LLC 0.33% Add +13.9% 41,821 $3.8M
Modera Wealth Management, LLC 0.06% Reduce -2.6% 41,760 $3.7M
Integrated Wealth Concepts LLC 0.05% Reduce -4.8% 41,387 $3.7M
SteelPeak Wealth, LLC 0.19% Add +32.2% 41,266 $3.7M
CoreCap Advisors, LLC 0.20% Reduce -10.9% 41,129 $3.7M
LCNB Corp. 1.33% Add +7.9% 40,903 $3.7M
Paragon Advisors, LLC 1.48% Reduce -23.2% 40,834 $3.7M
Allstate Corp. 0.25% New 40,000 $3.6M
Nvwm, LLC 0.98% Add +1.8% 39,670 $3.6M
Steward Partners Investment Advisory, LLC 0.04% Add +25.7% 39,517 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 39,415 $3.5M
Old Mission Capital LLC 0.09% Add +192.1% 39,388 $3.5M
Keybank National Association 0.01% Reduce -1.9% 39,278 $3.5M
Genus Capital Management Inc. 0.46% — 39,240 $3.5M
Regions Financial Corp. 0.03% Reduce -3.5% 38,983 $3.5M
B. Riley Wealth Advisors, Inc. 0.09% Add +47.4% 42,278 $3.5M
Kestra Advisory Services, LLC 0.02% Add +57.6% 38,813 $3.5M
First Merchants Corp. 0.26% Add +3.8% 38,389 $3.4M
Kelly Financial Services LLC 1.31% Add +11.1% 38,228 $3.4M
Rockefeller Capital Management L.P. 0.01% Reduce -19.1% 38,083 $3.4M
Insight Wealth Strategies, LLC 0.50% Add +2.0% 38,021 $3.4M
Rooted Wealth Advisors, Inc. 1.65% Reduce -12.3% 37,531 $3.3M
Central Bank & Trust Co. 0.47% Add +1.3% 37,137 $3.3M
Randall & Associates Wealth Management 2.88% Add +3.9% 35,554 $3.2M
Private Wealth Advisors, LLC 1.32% Reduce -2.9% 35,175 $3.2M
Financial Advocates Investment Management 0.18% Add +3.8% 34,565 $3.1M
Sykon Capital LLC 1.13% Reduce -15.0% 34,835 $3.1M
JT Stratford LLC 0.62% Add +7.5% 34,390 $3.1M
Insight Wealth Partners, LLC 1.98% Add +6.0% 34,032 $3.1M
Wrapmanager Inc. 0.85% Reduce -7.9% 33,929 $3.0M
SG Americas Securities, LLC 0.02% Reduce -96.2% 33,780 $3.0M
Mather Group, Llc. 0.05% Reduce -0.8% 33,959 $3.0M
My Legacy Advisors, LLC 1.01% Add +9.0% 33,690 $3.0M
Versant Capital Management, Inc 0.85% Add +1.4% 33,297 $3.0M
Estate Counselors, LLC 0.34% Reduce -14.0% 33,100 $3.0M
IFP Advisors, Inc 0.13% Add +15.3% 32,652 $2.9M
Evergreen Capital Management LLC 0.11% Add +1.4% 32,658 $2.9M
Nwam LLC 0.24% Reduce -1.6% 32,648 $2.9M
Baker Avenue Asset Management, LP 0.11% Reduce -0.2% 32,429 $2.9M
New Republic Capital, LLC 1.84% Reduce -1.6% 32,271 $2.9M
GenTrust, LLC 0.17% Reduce -6.9% 31,510 $2.8M
HTLF Bank 0.32% Reduce -26.8% 31,451 $2.8M
Strategic Blueprint, LLC 0.20% Add +61.9% 31,440 $2.8M
LifePlan Investment Advisors, Inc. 2.24% Add +4.6% 31,380 $2.8M
High Falls Advisors, Inc 0.70% Add +38.8% 31,097 $2.8M
Nations Financial Group Inc, /Ia/ 0.23% Add +0.1% 31,057 $2.8M
Hancock Whitney Corp. 0.10% Add +17.9% 30,782 $2.8M
Verdence Capital Advisors LLC 0.25% Add +9.5% 30,342 $2.7M
Concourse Financial Group Securities, Inc. 0.17% Reduce -7.8% 30,180 $2.7M
Cahill Financial Advisors Inc. 0.37% Reduce -2.9% 29,890 $2.7M
Great Diamond Partners, LLC 0.60% Reduce -0.1% 29,101 $2.6M
Franklin Resources Inc. 0.00% Reduce -0.3% 29,068 $2.6M
Fifth Third Securities, Inc. 0.25% Add +31.5% 29,036 $2.6M
Saxony Capital Management, LLC 3.07% Add +9.3% 28,399 $2.5M
Sharper & Granite LLC 1.23% Add +0.6% 28,464 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -21.1% 28,119 $2.5M
Mount Lucas Management LP 0.84% Add +1.3% 28,034 $2.5M
Eq LLC 1.54% Reduce -47.0% 27,934 $2.5M
Colton Groome Financial Advisors, LLC 1.00% Add +15.8% 27,813 $2.5M
Banco Santander, S.A. 0.03% Add +192.9% 27,606 $2.5M
Blackhawk Capital Partners, LLC 1.51% Reduce -2.7% 27,063 $2.4M
Austin Private Wealth, LLC 0.28% Add +97.1% 27,011 $2.4M
Blue Trust, Inc. 0.03% Add +67.0% 26,126 $2.3M
Agilis Partners LLC 0.60% Add +0.1% 26,025 $2.3M
ExodusPoint Capital Management, LP 0.03% New 25,934 $2.3M
Schonfeld Strategic Advisors LLC 0.02% Add +214.5% 25,804 $2.3M
Cardinal Strategic Wealth Guidance 0.87% Add +83.3% 25,777 $2.3M
Sharkey, Howes & Javer 0.38% Add +10.8% 25,609 $2.3M
Advisory Alpha, LLC 0.09% Reduce -89.9% 25,421 $2.3M
Norway Savings Bank 0.95% Reduce -10.3% 25,354 $2.3M
Centiva Capital, LP 0.14% Reduce -92.3% 25,000 $2.2M
Brookstone Capital Management 0.04% Add +31.3% 24,721 $2.2M
Summit X, LLC 0.57% Add +25.4% 24,634 $2.2M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -40.4% 24,567 $2.2M
TSA Wealth Managment LLC 0.95% Add +49.5% 24,444 $2.2M
Dynamic Wealth Strategies, LLC 1.87% Add +113.5% 24,438 $2.2M
Baird Financial Group, Inc. 0.00% Add +21.5% 24,415 $2.2M
CENTRAL TRUST Co 0.05% Add +11.7% 24,206 $2.2M
VestGen Investment Management 0.66% Reduce -1.9% 24,097 $2.2M
Edmond DE Rothschild Holding S.A. 0.04% No change 23,752 $2.1M
RFG Advisory, LLC 0.07% Add +14.3% 23,565 $2.1M
Trajan Wealth LLC 0.14% — 23,500 $2.1M
Van Hulzen Asset Management, LLC 0.14% Add +2.0% 23,294 $2.1M
Dark Forest Capital Management LP 0.35% Reduce -50.4% 23,110 $2.1M
American Financial Advisors, LLC 0.28% Reduce -7.9% 22,399 $2.0M
Liberty Wealth Management LLC 0.38% Add +31.7% 21,986 $2.0M
Martel Wealth Advisors LLC 0.42% Add +0.2% 21,652 $1.9M
Stokes Family Office, LLC 0.24% Add +6.6% 21,525 $1.9M
Thrivent Financial for Lutherans 0.00% Add +121.0% 21,512 $1.9M
Bank of Montreal 0.00% Reduce -78.2% 21,366 $1.9M
MIdWestOne Financial Group, Inc. 0.34% Reduce -2.0% 21,394 $1.9M
Merit Financial Group, LLC 0.05% Reduce -21.9% 21,650 $1.9M
Stone House Investment Management, LLC 0.45% Add +66.6% 21,222 $1.9M
Icon Wealth Advisors, LLC 0.17% Add +73.0% 20,725 $1.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Add +1.0% 20,465 $1.8M
Guidance Capital, Inc. 0.67% Add +49.7% 20,952 $1.8M
Focus Partners Wealth 0.01% Reduce -60.7% 20,094 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +63.3% 20,057 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +63.3% 20,057 $1.8M
Choreo, LLC 0.05% Reduce -2.4% 19,819 $1.8M
Verus Capital Partners, LLC 0.20% Reduce -18.4% 19,798 $1.8M
Lincoln National Corp. 0.03% Add +22.1% 19,676 $1.8M
One Wealth Advisors, LLC 0.31% Add +74.4% 19,635 $1.8M
EP Wealth Advisors, LLC 0.02% Reduce -16.1% 19,589 $1.8M
Captrust Financial Advisors 0.01% Add +67.5% 19,362 $1.7M
Shore Point Advisors, LLC 0.95% Reduce -2.7% 18,545 $1.7M
Private Portfolio Partners LLC 0.33% Reduce -1.5% 17,632 $1.6M
Kelman-Lazarov, Inc. 0.31% Add +4.7% 17,578 $1.6M
Csenge Advisory Group 0.09% Add +9.4% 17,569 $1.6M
Stephenson & Company, Inc. 1.14% Add +7.1% 17,356 $1.6M
LFA - Lugano Financial Advisors SA 1.13% Reduce -1.9% 17,300 $1.6M
ONE Advisory Partners, LLC 0.76% Add +6.6% 17,235 $1.5M
Sumitomo Mitsui Financial Group, Inc. 0.05% Add +15.7% 17,047 $1.5M
Farrell Financial LLC 1.25% Add +6.4% 17,010 $1.5M
Islay Capital Management, LLC 1.14% Add +6.7% 16,962 $1.5M
Hilltop Holdings Inc. 0.17% Reduce -46.6% 16,771 $1.5M
Private Advisor Group, LLC 0.01% Reduce -18.1% 16,492 $1.5M
Patriot Investment Management Group, Inc. 0.12% Reduce -5.3% 16,389 $1.5M
CKW Financial Group 0.19% Reduce -1.9% 16,449 $1.5M
Farther Finance Advisors, LLC 0.09% Add +97.3% 16,382 $1.5M
PAX Financial Group, LLC 0.29% Add +54.5% 16,171 $1.5M
Impact Partnership Wealth, LLC 0.57% Reduce -18.6% 16,135 $1.4M
Chesapeake Capital Corp. 1.07% Reduce -25.7% 16,106 $1.4M
First Trust Advisors LP 0.00% Add +2.8% 16,057 $1.4M
Norden Group LLC 0.29% New 16,039 $1.4M
Clear Creek Financial Management, LLC 0.18% Add +86.7% 15,915 $1.4M
Ally Invest Advisors Inc. 0.14% Add +16.3% 15,819 $1.4M
Crossmark Global Holdings, Inc. 0.03% No change 15,795 $1.4M
Crumly & Associates Inc. 0.37% Reduce -8.7% 15,678 $1.4M
Advisory Services Network, LLC 0.03% Add +15.5% 15,574 $1.4M
Pettinga Financial Advisors LLC 0.36% Add +20.0% 15,559 $1.4M
Shared Vision Wealth Group LLC 0.87% Add +38.4% 15,540 $1.4M
1900 Wealth Management LLC 0.13% Reduce -35.6% 15,484 $1.4M
AdvisorNet Financial, Inc 0.13% Add +6.9% 15,339 $1.4M
Mma Asset Management LLC 0.64% Reduce -44.5% 15,467 $1.4M
Perigon Wealth Management, LLC 0.04% Reduce -5.0% 15,219 $1.4M
Sowell Financial Services LLC 0.06% Add +4.8% 15,193 $1.4M
Evolution Wealth Advisors, LLC 0.26% No change 15,171 $1.4M
Spectrum Wealth Counsel, LLC 0.17% Reduce -33.4% 15,066 $1.4M
Leuthold Group, LLC 0.15% Add +94.1% 14,946 $1.3M
Sage Financial Group Inc. 0.12% Reduce -8.0% 14,916 $1.3M
Trustmark Bank Trust Department 0.11% Reduce -9.1% 14,898 $1.3M
Arrow Investment Advisors, LLC 1.13% Reduce -7.7% 14,695 $1.3M
Unison Advisors LLC 0.13% Add +3.0% 14,520 $1.3M
Vicus Capital 0.12% Add +39.6% 14,454 $1.3M
Regal Investment Advisors LLC 0.09% Add +21.5% 14,381 $1.3M
Cornerstone Wealth Group, LLC 0.12% Add +3.1% 14,344 $1.3M
LexAurum Advisors, LLC 0.33% Add +8.5% 14,313 $1.3M
Matisse Capital 0.62% No change 14,300 $1.3M
Bay Harbor Wealth Management, LLC 0.46% Add +82.2% 14,238 $1.3M
Dorsey & Whitney Trust CO LLC 0.09% New 14,208 $1.3M
Garden State Investment Advisory Services LLC 0.46% Reduce -24.9% 14,003 $1.3M
Simplicity Wealth,LLC 0.03% Add +178.7% 13,875 $1.2M
Stonebrook Private Inc. 0.35% Reduce -19.7% 13,512 $1.2M
Future Financial Wealth Managment LLC 0.92% Add +1.1% 13,402 $1.2M
Alterna Wealth Management, Inc. 0.97% Reduce -27.4% 13,372 $1.2M
Financial Sense Advisors, Inc. 0.42% Reduce -1.0% 13,321 $1.2M
US Financial Advisors, LLC 0.41% Add +4.1% 13,283 $1.2M
Penobscot Wealth Management 0.75% Add +5.5% 13,158 $1.2M
Northern Trust Corp. 0.00% Reduce -3.7% 13,100 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -7.1% 13,000 $1.2M
GeoWealth Management, LLC 0.04% Reduce -3.7% 12,907 $1.2M
New Potomac Partners, LLC 0.63% No change 12,722 $1.1M
Two Sigma Securities, LLC 0.06% New 12,698 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.66% Reduce -3.0% 12,678 $1.1M
Hexagon Capital Partners LLC 0.25% Add +15.5% 12,652 $1.1M
Intellectus Partners, LLC 0.30% New 12,648 $1.1M
TFB Advisors LLC 0.41% Reduce -3.8% 12,883 $1.1M
ShoreHaven Wealth Partners, LLC 0.62% Add +65.3% 12,495 $1.1M
Venture Visionary Partners LLC 0.05% Add +0.4% 12,452 $1.1M
Barden Capital Management, Inc. 1.07% Reduce -15.6% 12,378 $1.1M
FFG Retirement Advisors LLC 0.76% Add +26.1% 12,014 $1.1M
Beacon Financial Group 0.12% Add +17.2% 11,909 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -4.8% 11,886 $1.1M
WealthShield Partners, LLC 0.17% Add +49.5% 11,886 $1.1M
Cypress Wealth Services, LLC 0.25% Add +27.1% 11,811 $1.1M
Moors & Cabot, Inc. 0.06% Add +1.9% 11,778 $1.1M
Exencial Wealth Advisors, LLC 0.04% Reduce -7.0% 11,681 $1.0M
Balyasny Asset Management L.P. 0.00% Reduce -96.7% 11,673 $1.0M
True Vision MN LLC 0.72% Add +121.0% 11,729 $1.0M
Raymond James Trust N.A. 0.02% Reduce -1.8% 11,335 $1.0M
Seaview Investment Managers LLC 0.30% Reduce -2.7% 11,300 $1.0M
Apollon Wealth Management, LLC 0.03% Reduce -4.2% 11,285 $1.0M
Teilinger Capital Ltd. 0.43% New 11,124 $997K
FDx Advisors, Inc. 0.15% Reduce -4.2% 11,104 $996K
Aletheian Wealth Advisors LLC 0.53% Add +9.4% 10,972 $984K
Cape Cod Five Cents Savings Bank 0.09% Reduce -0.4% 10,954 $982K
TNF LLC 0.39% Add +2.9% 11,207 $980K
Gridiron Partners, LLC 0.62% No change 10,790 $968K
City State Bank 0.43% Add +1.2% 10,771 $966K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Reduce -37.8% 10,730 $962K
BKM Wealth Management, LLC 0.41% Add +5.5% 10,632 $953K
Centurion Wealth Management LLC 0.38% Add +51.9% 10,614 $952K
Stratos Wealth Partners, LTD. 0.02% Add +33.7% 10,600 $951K
Wolf Group Capital Advisors 0.45% No change 10,932 $946K
Diversify Advisory Services, LLC 0.06% — 10,553 $938K
Gries Financial LLC 0.16% Add +4.3% 10,434 $936K
Braun-Bostich & Associates Inc. 0.78% Add +46.6% 10,361 $929K
Creative Planning 0.00% Add +14.9% 10,272 $921K
Legacy Financial Group LLC 0.19% New 10,235 $918K
Portside Wealth Group, LLC 0.17% Reduce -41.0% 10,064 $902K
First Citizens Bank & Trust Co. 0.02% Reduce -51.5% 9,915 $889K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -1.1% 9,825 $881K
Dimension Capital Management LLC 0.17% Reduce -15.8% 9,767 $876K
Advus Financial Partners, LLC 0.27% Add +8.1% 9,768 $876K
Life Planning Partners, Inc 0.87% Reduce -32.9% 9,724 $872K
Keystone Financial Services 0.38% Add +30.4% 9,646 $865K
Klaas Financial Asset Advisors, LLC 0.17% Add +1.4% 9,523 $854K
Prudential PLC 0.01% New 9,500 $852K
Aptus Capital Advisors, LLC 0.02% Add +31303.3% 9,421 $845K
Freedom Investment Management, Inc. 0.07% Reduce -13.2% 9,388 $842K
Continuum Advisory, LLC 0.13% Reduce -35.9% 9,396 $835K
Security Financial Services, INC. 0.19% Add +3.4% 9,273 $832K
Mutual Advisors, LLC 0.03% Add +12.1% 9,160 $821K
Larson Financial Group LLC 0.06% Add +3.1% 9,126 $818K
Richardson Financial Services Inc. 0.58% Add +11.6% 9,109 $817K
Signet Financial Management, LLC 0.11% Reduce -4.5% 9,094 $815K
AXS Investments LLC 0.19% Reduce -30.8% 9,000 $807K
Journey Strategic Wealth LLC 0.04% Reduce -5.5% 8,857 $794K
West Wealth Group, LLC 0.29% Add +33.5% 8,729 $783K
Focus Financial Network, Inc. 0.04% — 8,804 $768K
OxenFree Capital LLC 0.69% Add +9.7% 8,443 $757K
Stratos Wealth Advisors, LLC 0.04% Reduce -49.5% 8,419 $755K
New England Private Wealth Advisors LLC 0.13% Add +0.8% 8,423 $749K
Rosenberg Matthew Hamilton 0.22% Add +8.7% 8,388 $746K
Goldstone Financial Group, LLC 0.17% Reduce -25.1% 8,263 $741K
Prime Capital Investment Advisors, LLC 0.01% Add +80.0% 8,250 $740K
Worth Financial Advisory Group, LLC 0.51% Add +5.8% 8,229 $738K
Motiv8 Investments LLC 0.57% Add +20.9% 8,208 $736K
Unique Wealth Strategies, LLC 0.36% Add +111.5% 8,207 $736K
Defined Wealth Management, LLC 0.53% Reduce -2.7% 8,181 $734K
Apeiron RIA LLC 0.21% Reduce -1.1% 8,181 $734K
First Horizon Advisors, Inc. 0.02% Add +8.6% 8,150 $731K
Alesco Advisors, LLC, An ESL Co 0.02% No change 7,970 $715K
All Season Financial Advisors, Inc. 0.59% New 7,949 $713K
Avior Wealth Management, LLC 0.03% Add +41.6% 7,889 $707K
Concurrent Investment Advisors, LLC 0.03% Reduce -5.9% 7,854 $704K
Strategic Financial Services, Inc. 0.05% Reduce -2.0% 7,813 $701K
Quadrant Private Wealth Management, LLC 0.18% Add +55.0% 7,788 $698K
Geneos Wealth Management Inc. 0.03% Reduce -66.2% 7,725 $693K
Fort Washington Investment Advisors Inc. 0.00% Reduce -96.8% 7,701 $691K
Global Retirement Partners, LLC 0.03% Reduce -2.9% 7,641 $685K
MA Private Wealth 0.14% Reduce -27.9% 7,557 $678K
Gateway Wealth Partners, LLC 0.24% Add +198.0% 7,519 $674K
Tradition Wealth Management, LLC 0.07% Add +53.6% 7,487 $671K
Dorsey Wright & Associates 0.17% Reduce -13.4% 7,392 $663K
American Financial & Tax Strategies Inc. 0.35% Reduce -1.9% 7,296 $654K
Forthright Family Wealth Advisory LLC 0.44% Add +12.7% 7,287 $653K
Veery Capital, LLC 0.27% Reduce -28.6% 7,231 $648K
Arcus Capital Partners, LLC 0.20% Add +0.9% 7,183 $644K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -14.5% 7,100 $637K
Cyndeo Wealth Partners, LLC 0.05% Add +51.5% 7,097 $636K
Dynasty Wealth Management, LLC 0.02% — 7,028 $630K
Wealth Alliance, LLC 0.08% Add +86.5% 7,001 $628K
Running Point Capital Advisors, LLC 0.28% No change 6,864 $615K
Titan Global Capital Management USA LLC 0.10% Add +24.0% 6,814 $611K
Elevation Point Wealth Partners, LLC 0.05% Add +31.7% 6,797 $609K
Rothschild Wealth LLC 0.21% — 6,762 $606K
White Lighthouse Investment Management Inc. 0.12% Add +1.3% 6,754 $606K
Mayflower Financial Advisors, LLC 0.10% Add +65.6% 6,702 $601K
Blue Fin Capital, Inc. 0.13% Reduce -2.9% 6,657 $597K
Prospera Financial Services Inc 0.02% Reduce -4.9% 6,596 $592K
Hoxton Planning & Management, LLC 0.28% Add +65.6% 6,566 $589K
Natixis 0.00% Add +119.6% 6,495 $582K
Snowden Capital Advisors LLC 0.02% Add +15.1% 6,475 $581K
Endowment Wealth Management, Inc. 0.43% Add +15.3% 6,408 $575K
Signal Advisors Wealth, LLC 0.14% Add +21.8% 6,311 $566K
EFG Asset Management (Americas) Corp. 0.17% Reduce -20.4% 6,237 $559K
Stock Yards Bank & Trust Co. 0.02% Add +6.3% 6,221 $558K
Beacon Bridge Wealth Partners, LLC 0.26% Add +21.8% 6,216 $557K
4Thought Financial Group Inc. 0.37% Add +7.6% 6,193 $555K
Frisch Financial Group, Inc. 0.18% Add +0.9% 6,141 $551K
Tsfg, LLC 0.14% Add +5737.1% 6,129 $550K
Swmg, LLC 0.24% Reduce -50.2% 6,020 $540K
Summa Corp. 0.29% No change 6,000 $538K
Sand Hill Global Advisors, LLC 0.03% Reduce -43.6% 5,970 $535K
Oppenheimer & Co. Inc. 0.01% Reduce -3.3% 5,959 $534K
ARK & TLK Investments, LLC 0.21% Reduce -16.3% 5,901 $529K
AlTi Global, Inc. 0.01% No change 5,822 $522K
First Interstate Bank 0.04% Reduce -0.8% 5,766 $517K
NorthCoast Asset Management LLC 0.01% Add +6.3% 5,666 $508K
Certus Wealth Management, LLC 0.40% Add +8.1% 5,710 $506K
Activest Wealth Management 0.24% Reduce -78.8% 5,623 $504K
Cutler Investment Counsel LLC 0.07% Add +2.8% 5,593 $502K
Rockingstone Advisors LLC 0.26% Add +3.2% 5,530 $496K
Tennessee Valley Asset Management Partners 0.12% Reduce -88.5% 5,372 $482K
HCR Wealth Advisors 0.07% Reduce -10.5% 5,337 $479K
Morningstar Investment Services LLC 0.01% Add +22.0% 5,206 $469K
Affinity Capital Advisors, LLC 0.10% Reduce -46.6% 5,218 $468K
Derbend Asset Management 0.23% Add +21.9% 5,190 $465K
FirstPurpose Wealth LLC 0.17% Reduce -5.5% 5,255 $465K
Axxcess Wealth Management, LLC 0.01% Add +83.4% 5,167 $463K
Sage Advisory Services, Ltd.Co. 0.13% Reduce -6.2% 5,167 $463K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +37.3% 5,142 $461K
Sugarloaf Wealth Management, LLC 0.09% Add +19.6% 5,047 $453K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -13.7% 5,042 $452K
Summit Global Investments 0.03% New 5,025 $451K
Tidal Investments LLC 0.01% Reduce -24.9% 5,005 $449K
Marex Group Ltd 0.01% New 5,000 $448K
Rockland Trust Co. 0.02% Reduce -7.8% 4,920 $441K
Headlands Technologies LLC 0.11% Reduce -16.7% 4,888 $438K
Client 1ST Advisory Group, LLC 0.20% Reduce -20.4% 4,874 $437K
Sunesis Advisors, LLC 0.26% Reduce -44.6% 4,859 $436K
Commerce Bank 0.00% Reduce -13.3% 4,855 $435K
Wealthstream Advisors, Inc. 0.16% Add +27.8% 4,833 $433K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.9% 4,808 $431K
Maripau Wealth Management LLC 0.32% Add +5.2% 4,801 $431K
Allen Investment Management, LLC 0.01% New 4,791 $430K
XML Financial, LLC 0.04% Reduce -5.0% 4,761 $427K
Integris Wealth Management, LLC 0.12% Reduce -5.8% 4,757 $427K
Beacon Pointe Advisors, LLC 0.00% Add +89.8% 4,729 $424K
Insight Advisors, LLC/ PA 0.08% Add +6.0% 4,702 $422K
Personal Cfo Solutions, LLC 0.07% Reduce -6.3% 4,678 $419K
Kickstand Ventures, Llc. 0.12% New 4,667 $418K
Cantor Fitzgerald, L. P. 0.10% Add +3.0% 4,652 $417K
KKM Financial LLC 0.20% New 4,621 $414K
Ballew Advisors, Inc 0.28% Reduce -8.3% 4,665 $413K
Resona Asset Management Co.,Ltd. 0.00% — 4,600 $412K
Tudor Investment Corporation 0.01% Reduce -70.2% 4,586 $411K
Five Oceans Advisors 0.21% Reduce -35.6% 4,582 $411K
Silver Oak Securities, Incorporated 0.06% Add +6.2% 4,554 $408K
NorthRock Partners, LLC 0.02% Reduce -17.8% 4,540 $407K
Independent Financial Group, LLC 0.02% New 4,528 $406K
Sigma Planning Corp 0.01% New 4,526 $406K
GAMMA Investing LLC 0.08% New 4,503 $404K
North Ridge Wealth Advisors, Inc. 0.31% No change 4,493 $403K
Montecito Bank & Trust 0.08% Add +9.3% 4,459 $400K
Aveo Capital Partners, LLC 0.04% Add +10.5% 4,509 $399K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -69.1% 4,440 $398K
Delta Wealth Advisors LLC 0.41% — 4,410 $395K
Invictus Private Wealth, LLC 0.04% Reduce -10.5% 4,396 $394K
Keystone Wealth Services, LLC 0.13% Add +5.6% 4,347 $390K
1620 Investment Advisors, Inc. 0.39% Add +1.9% 4,337 $389K
Sterling Financial Planning, Inc. 0.16% Reduce -2.6% 4,337 $389K
International Assets Investment Management, LLC 0.04% Reduce -20.4% 4,370 $389K
CPA Asset Management Group, LLC 0.22% No change 4,329 $388K
Transcend Capital Advisors, LLC 0.03% Add +80.4% 4,325 $388K
VPR Management LLC 0.11% No change 4,300 $386K
Brand Asset Management Group, Inc. 0.16% Reduce -39.5% 4,271 $383K
TRUE Private Wealth Advisors 0.04% Add +58.9% 4,239 $380K
Argent Trust Co 0.02% Reduce -36.4% 4,190 $376K
Harbour Investments, Inc. 0.01% Add +30.3% 4,171 $374K
Knollwood Investment Advisory, LLC 0.07% No change 4,150 $372K
Dravo Bay LLC 0.22% Add +1.0% 4,130 $370K
Crewe Advisors LLC 0.04% Reduce -24.9% 4,097 $367K
Voya Financial Advisors, Inc. 0.04% Add +39.5% 4,071 $367K
AlphaCentric Advisors LLC 0.22% Reduce -3.3% 4,036 $362K
Hart & Patterson Financial Group LLC 0.18% Reduce -1.4% 3,960 $355K
Clearview Wealth Advisors LLC 0.36% New 3,946 $354K
Truepoint, Inc. 0.01% New 3,930 $352K
Dynamic Advisor Solutions LLC 0.01% Reduce -50.1% 3,905 $350K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +0.1% 3,859 $346K
WealthPLAN Partners, LLC 0.04% New 3,793 $340K
Firethorn Wealth Partners, LLC 0.20% Reduce -20.3% 3,786 $340K
One Wealth Management Investment & Advisory Services, LLC 0.14% Add +57.2% 3,785 $339K
Strategic Financial Partners, Ltd. 0.19% Reduce -51.1% 3,761 $337K
Allworth Financial LP 0.00% Reduce -13.8% 3,737 $335K
Advisors Asset Management, Inc. 0.01% Reduce -21.2% 3,661 $328K
Soltis Investment Advisors LLC 0.04% Reduce -6.7% 3,661 $328K
Bremer Bank National Association 0.06% New 3,638 $326K
&partners 0.04% New 3,636 $326K
Innealta Capital, LLC 0.14% Reduce -1.3% 3,601 $323K
CIBC Private Wealth Group LLC 0.00% New 3,518 $313K
MMBG Investment Advisors Co. 0.03% No change 3,500 $313K
IPG Investment Advisors LLC 0.07% Add +40.1% 3,427 $307K
Pinion Investment Advisors, LLC 0.16% Reduce -2.0% 3,421 $307K
Waverly Advisors, LLC 0.01% New 3,414 $306K
Cohen Investment Advisors LLC 0.20% Reduce -3.8% 3,388 $304K
Avidian Wealth Enterprises, LLC 0.02% Add +10.3% 3,354 $301K
HF Advisory Group, LLC 0.17% Add +11.3% 3,324 $298K
Upper Left Wealth Management, LLC 0.27% New 3,292 $295K
Panoramic Investment Advisors, LLC 0.22% Add +4.5% 3,290 $295K
Market Street Wealth Management Advisors LLC 0.05% Reduce -50.3% 3,267 $293K
Villere St Denis J & Co. LLC 0.02% New 3,219 $289K
Kingsview Wealth Management, LLC 0.01% Add +30.3% 3,214 $288K
Wintrust Investments LLC 0.03% New 3,175 $285K
Savvy Advisors, Inc. 0.16% New 3,171 $284K
Pacific Capital Wealth Advisors, Inc. 0.07% Reduce -34.7% 3,158 $283K
Gen-Wealth Partners Inc 0.14% — 3,141 $282K
Theory Financial LLC 0.14% New 3,111 $279K
Global Assets Advisory, LLC 0.17% New 3,133 $279K
Sunbelt Securities, Inc. 0.03% Reduce -1.0% 3,091 $277K
Channel Wealth LLC 0.11% Reduce -14.2% 3,025 $271K
Sterling Investment Counsel, LLC 0.13% Add +12.2% 3,025 $271K
Cornerstone Planning Group LLC 0.08% Reduce -10.7% 3,063 $271K
BCU Wealth Advisors, LLC 0.23% New 3,020 $271K
Creative Financial Designs Inc. 0.03% Reduce -82.8% 3,014 $270K
Disciplined Investments, LLC 0.15% Add +0.2% 2,971 $266K
Walled Lake Planning & Wealth Management, LLC 0.11% No change 2,930 $263K
Coppell Advisory Solutions Corp. 0.05% — 2,918 $262K
Mosley Wealth Management 0.25% Reduce -3.6% 2,913 $261K
Fidelis Capital Partners, LLC 0.04% New 2,900 $260K
J.W. Cole Advisors, Inc. 0.01% Add +16.7% 2,890 $259K
Kingfisher Capital LLC 0.06% Reduce -7.4% 2,880 $258K
Pitcairn Co. 0.02% No change 2,869 $257K
Quotient Wealth Partners, LLC 0.01% Reduce -24.4% 2,863 $257K
WBH Advisory Inc. 0.03% Reduce -78.0% 2,825 $253K
Brown Wealth Management, LLC 0.10% Reduce -13.4% 2,806 $252K
Twin Peaks Wealth Advisors, LLC 0.14% New 2,752 $247K
Rehmann Capital Advisory Group 0.02% Reduce -5.4% 2,730 $245K
Red Tortoise LLC 0.13% Add +0.9% 2,681 $240K
Virtue Capital Management, LLC 0.04% Reduce -6.7% 2,727 $240K
Darden Wealth Group Inc 0.19% New 2,676 $240K
Quadcap Wealth Management, LLC 0.05% Reduce -45.5% 2,672 $240K
Secure Asset Management, LLC 0.06% Add +7.6% 2,664 $239K
HB Wealth Management, LLC 0.00% Reduce -38.1% 2,634 $236K
BTG Pactual Global Asset Management Ltd 0.07% New 2,079 $235K
Trust Point Inc. 0.02% Reduce -5.6% 2,616 $235K
WealthPlan Investment Management, LLC 0.04% Add +0.4% 2,612 $234K
Columbia Bank 0.10% — 2,606 $234K
HBW Advisory Services LLC 0.04% No change 2,606 $232K
UMB Bank, n.a. 0.00% No change 2,582 $232K
Glass Jacobson Investment Advisors llc 0.09% Add +22.0% 2,577 $231K
NDVR, Inc. 0.22% New 2,576 $231K
McAdam, LLC 0.01% New 2,575 $231K
Ti-Trust, Inc. 0.17% No change 2,571 $231K
Advisory Resource Group 0.05% Add +8.6% 2,569 $230K
Three Bridge Wealth Advisors, LLC 0.09% New 2,560 $230K
Alpha Omega Wealth Management LLC 0.04% Reduce -1.1% 2,557 $229K
Pathstone Holdings, LLC 0.00% Reduce -48.2% 2,548 $228K
Sutton Place Investors LLC 0.11% New 2,544 $228K
Beverly Hills Private Wealth, LLC 0.05% Add +0.3% 2,525 $226K
Von Berge Wealth Management Group, LLC 0.14% Reduce -2.8% 2,486 $223K
Compound Planning, Inc. 0.02% New 2,457 $220K
Synovus Financial Corp. 0.00% Reduce -4.8% 2,439 $220K
Bush Investment Group, LLC 0.19% New 2,416 $217K
Strategy Asset Managers LLC 0.05% Add +3.1% 2,390 $214K
Mission Creek Capital Partners, Inc. 0.06% Reduce -7.9% 2,389 $214K
First Heartland Consultants, Inc. 0.02% New 2,384 $214K
Quad-Cities Investment Group, LLC 0.12% Add +1.0% 2,369 $212K
Cresset Asset Management, LLC 0.00% New 2,353 $211K
NewEdge Wealth, LLC 0.00% New 2,398 $211K
Sax Wealth Advisors, LLC 0.02% New 2,350 $211K
Clark Capital Management Group, Inc. 0.00% New 2,343 $210K
Bigelow Investment Advisors, LLC 0.10% Reduce -4.9% 2,339 $210K
Wedbush Securities Inc. 0.01% Add +3.0% 2,327 $209K
VCI Wealth Management LLC 0.14% Add +1.7% 2,317 $208K
Solstein Capital, LLC 0.14% Add +33.2% 2,309 $207K
Capital Analysts, LLC 0.01% Add +39.2% 2,277 $204K
Parkside Financial Bank & Trust 0.03% Add +29.6% 2,173 $195K
Blair William & Co. 0.00% Add +1.7% 2,092 $188K
Private Trust Co. NA 0.02% Add +93.4% 2,087 $187K
BTS Asset Management, Inc. 0.15% New 2,046 $184K
Park Place Capital Corp 0.06% Reduce -14.5% 2,022 $181K
Family Asset Management, LLC 0.11% Reduce -73.4% 2,020 $181K
Aspire Private Capital, LLC 0.04% Add +84.2% 1,818 $163K
Financial Gravity Asset Management, Inc. 0.04% Reduce -97.9% 1,730 $154K
Cambridge Trust Co. 0.01% New 1,685 $151K
Ancora Advisors LLC 0.00% Add +4.6% 1,629 $146K
Pflug Koory, LLC 0.01% No change 1,576 $141K
Ameliora Wealth Management Ltd. 0.06% Reduce -23.3% 1,430 $128K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.9% 1,385 $124K
EverSource Wealth Advisors, LLC 0.01% Reduce -12.5% 1,403 $122K
Clearstead Advisors, LLC 0.01% No change 1,333 $118K
Clear Investment Research, LLC 0.16% Reduce -6.2% 1,285 $115K
PFS Partners, LLC 0.08% No change 1,247 $112K
Oliver Lagore Vanvalin Investment Group 0.03% Add +43.0% 1,095 $98K
Lanark Financial, Inc. 0.01% Reduce -10.2% 1,093 $98K
Barrett & Company, Inc. 0.04% Add +0.9% 1,025 $92K
Benjamin F. Edwards & Company, Inc. 0.00% Add +26.0% 994 $89K
Cape Investment Advisory, Inc. 0.04% Reduce -16.8% 937 $84K
Cordgrass Capital Advisors, LLC 0.03% Add +6.3% 904 $81K
FinTrust Capital Advisors, LLC 0.02% Add +90.6% 890 $80K
Webster Bank, N. A. 0.01% Reduce -3.2% 882 $79K
Element Wealth, LLC 0.05% Add +6.3% 863 $77K
Pacifica Partners Inc. 0.03% Add +0.2% 825 $74K
Semmax Financial Advisors Inc. 0.02% Add +124.5% 824 $73K
Fifth Third Bancorp 0.00% Reduce -35.8% 756 $68K
Abich Financial Wealth Management LLC 0.05% Reduce -24.6% 750 $67K
Castleview Partners, LLC 0.04% Reduce -50.9% 728 $65K
ICA Group Wealth Management, LLC 0.01% Add +132.9% 687 $62K
Elevate Wealth Advisory, Inc. 0.05% No change 680 $61K
Realta Investment Advisors 0.01% New 636 $57K
Alaska Permanent Capital Management, LLC 0.00% No change 625 $56K
WR Wealth Planners, LLC 0.02% New 606 $54K
Macroview Investment Management LLC 0.06% Add +47.7% 604 $54K
JFS Wealth Advisors, LLC 0.00% Add +372.2% 595 $53K
Financial Management Professionals, Inc. 0.01% New 580 $52K
AlphaMark Advisors, LLC 0.02% Reduce -77.2% 573 $51K
LGT Financial Advisors LLC 0.06% Add +135.6% 556 $50K
Transcendent Capital Group LLC 0.03% Reduce -5.3% 556 $50K
TD Waterhouse Canada Inc. 0.00% Add +120.0% 319 $49K
Salomon & Ludwin, LLC 0.00% Add +8766.7% 532 $48K
PrairieView Partners, LLC 0.01% Reduce -29.5% 513 $47K
Pinnacle Bancorp, Inc. 0.01% No change 509 $46K
Farmers & Merchants Investments Inc. 0.00% No change 509 $46K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $45K
First United Bank & Trust 0.02% Add +12.0% 484 $43K
Private Ocean, LLC 0.00% Reduce -25.1% 477 $43K
West Branch Capital LLC 0.02% No change 440 $39K
Lindbrook Capital, LLC 0.00% Reduce -4.3% 440 $39K
Global Financial Private Client, LLC 0.02% Add +36.3% 436 $39K
Northwest Capital Management Inc 0.01% No change 430 $39K
Red Lighthouse Investment Management, LLC 0.02% Reduce -37.8% 428 $38K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -11.6% 428 $38K
City Holding Co. 0.01% Reduce -22.4% 425 $38K
Twin City Private Wealth, LLC 0.04% — 404 $36K
Harbor Capital Advisors, Inc. 0.00% New 405 $36K
NFSG Corp 0.02% Add +13133.3% 397 $36K
TD Capital Management LLC 0.00% Add +0.8% 376 $34K
Gradient Investments LLC 0.00% Reduce -64.3% 365 $33K
Fernwood Investment Management, LLC 0.01% New 350 $31K
Ameritas Investment Partners, Inc. 0.00% No change 320 $29K
NBT Bank, N.A. 0.00% Reduce -44.5% 311 $28K
Sound Income Strategies, LLC 0.00% Add +27.5% 311 $28K
Pingora Partners LLC 0.02% New 289 $26K
Federation des caisses Desjardins du Quebec 0.00% No change 262 $23K
Key Financial Inc 0.01% Add +0.4% 250 $22K
Balefire, LLC 0.01% Add +5.5% 249 $22K
GoalVest Advisory LLC 0.01% Reduce -50.2% 241 $22K
McIlrath & Eck, LLC 0.00% No change 238 $21K
Cullen/Frost Bankers, Inc. 0.00% Reduce -84.0% 219 $20K
Raleigh Capital Management Inc. 0.01% Reduce -30.4% 215 $19K
Signature Resources Capital Management, LLC 0.02% No change 215 $19K
Howe & Rusling Inc. 0.00% New 211 $19K
Phillips Financial Management, LLC 0.00% New 209 $19K
Anchor Investment Management, LLC 0.00% No change 200 $18K
Founders Financial Alliance, LLC 0.01% Add +9.1% 191 $17K
Provenance Wealth Advisors, LLC 0.00% Reduce -88.6% 183 $16K
Jefferies Financial Group Inc. 0.00% No change 179 $16K
Main Management LLC 0.00% No change 184 $16K
Criterion Capital Advisors, LLC 0.01% No change 178 $16K
Abound Wealth Management 0.01% Add +1.2% 169 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 170 $15K
Silicon Valley Capital Partners 0.00% Add +0.6% 163 $15K
Cherry Tree Wealth Management, LLC 0.00% Add +0.6% 162 $15K
Front Row Advisors LLC 0.01% Add +3100.0% 160 $14K
BOK Financial Private Wealth, Inc. 0.00% Add +1.3% 158 $14K
Gilliland Jeter Wealth Management LLC 0.00% New 157 $14K
American Capital Advisory, LLC 0.01% Add +117.1% 152 $13K
Annapolis Financial Services, LLC 0.00% No change 135 $12K
LifeSteps Financial, Inc. 0.01% New 135 $12K
Eagle Bay Advisors LLC 0.01% No change 124 $11K
Capital Investment Advisory Services, LLC 0.00% Add +10.9% 122 $11K
EnRich Financial Partners LLC 0.00% New 119 $11K
Thompson Investment Management, Inc. 0.00% Add +12.3% 119 $11K
Colonial Trust Advisors 0.00% New 118 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 116 $10K
AllSquare Wealth Management LLC 0.01% No change 108 $10K
EPG Wealth Management LLC 0.00% No change 107 $10K
Horizon Financial Services, LLC 0.01% Reduce -99.7% 101 $9K
Townsend Asset Management Corp. /NC/ 0.00% No change 101 $9K
Bangor Savings Bank 0.00% New 101 $9K
GW&K Investment Management, LLC 0.00% No change 100 $9K
North Star Investment Management Corp. 0.00% No change 100 $9K
Rothschild Investment LLC 0.00% Add +638.5% 96 $9K
Friedenthal Financial 0.01% Reduce -17.3% 91 $8K
Cedar Wealth Management, LLC 0.00% New 91 $8K
Atlas Capital Advisors Inc. 0.00% New 90 $8K
Ruedi Wealth Management, Inc. 0.00% Reduce -29.1% 90 $8K
Covestor Ltd 0.01% Reduce -48.3% 90 $8K
Avion Wealth 0.00% No change 89 $8K
Tucker Asset Management LLC 0.00% Add +210.7% 87 $8K
Boyd Watterson Asset Management LLC 0.00% No change 80 $7K
Plante Moran Financial Advisors, LLC 0.00% New 76 $7K
Archer Investment Corp 0.00% No change 74 $7K
Guardian Wealth Advisors, LLC / NC 0.00% New 73 $7K
Investors Research Corp 0.00% Add +213.0% 72 $6K
Westside Investment Management, Inc. 0.00% No change 65 $6K
Wiser Advisor Group LLC 0.01% Reduce -1.6% 61 $6K
Beacon Capital Management, LLC 0.00% Reduce -52.0% 60 $5K
Whittier Trust Co. 0.00% Reduce -93.2% 60 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -5.0% 57 $5K
Harbor Investment Advisory, LLC 0.00% Add +71.0% 53 $5K
SouthState Bank Corp 0.00% No change 52 $5K
Tidemark, LLC 0.00% No change 52 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 53 $5K
Alaska Wealth Advisors, LLC 0.00% Reduce -1.9% 51 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.8% 50 $4K
Glassman Wealth Services 0.00% Add +54.8% 48 $4K
Glen Eagle Advisors, LLC 0.00% Add +84.6% 48 $4K
Elevation Wealth Partners, LLC 0.00% No change 46 $4K
First PREMIER Bank 0.00% No change 44 $4K
Planning Capital Management Corp 0.00% No change 43 $4K
Retirement Group, LLC 0.00% No change 43 $4K
Western Pacific Wealth Management, LP 0.00% New 42 $4K
REAP Financial Group, LLC 0.00% Reduce -88.9% 42 $4K
Sittner & Nelson, LLC 0.00% New 40 $4K
Indiana Trust & Investment Management Co 0.00% No change 40 $4K
Wolff Wiese Magana LLC 0.00% No change 39 $3K
Main Street Group, LTD 0.00% No change 39 $3K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -2.6% 38 $3K
Heritage Wealth Advisors 0.00% New 35 $3K
CNB Bank 0.00% New 34 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Mb, Levis & Associates, LLC 0.00% No change 32 $3K
First Pacific Financial 0.00% Reduce -28.9% 32 $3K
Arax Advisory Partners 0.00% Add +29.2% 31 $3K
Deane Retirement Strategies, Inc. 0.00% New 29 $3K
Mendota Financial Group, LLC 0.00% No change 27 $2K
Signaturefd, LLC 0.00% Add +200.0% 27 $2K
Trust Co 0.00% New 25 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -98.7% 24 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 24 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 19 $2K
Caitlin John, LLC 0.00% No change 19 $2K
SRH Advisors, LLC 0.00% No change 18 $2K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -92.7% 18 $2K
Breakwater Investment Management 0.00% — 17 $2K
NewSquare Capital LLC 0.00% No change 17 $2K
Tyler-Stone Wealth Management 0.00% No change 15 $1K
Eukles Asset Management 0.00% No change 14 $1K
Clean Yield Group 0.00% New 12 $1K
First Manhattan Co. Llc. 0.00% No change 10 $1K
Hantz Financial Services, Inc. 0.00% New 11 $1K
Bogart Wealth, LLC 0.00% No change 11 $986
Smartleaf Asset Management LLC 0.00% Reduce -64.3% 10 $938
WFA Asset Management Corp 0.00% New 9 $808
GHP Investment Advisors, Inc. 0.00% New 9 $808
Concord Wealth Partners 0.00% No change 8 $752
PayPay Securities Corp 0.03% No change 7 $628
Global Wealth Strategies & Associates 0.00% New 7 $628
WASHINGTON TRUST Co 0.00% No change 7 $628
PSI Advisors, LLC 0.00% No change 4 $359
Piscataqua Savings Bank 0.00% New 4 $358
Bear Mountain Capital, Inc. 0.00% Reduce -98.3% 2 $203
Missouri Trust & Investment Co 0.00% New 2 $179
TD Private Client Wealth LLC 0.00% No change 1 $114
Sandy Spring Bank 0.00% No change 1 $95
Frazier Financial Advisors, LLC 0.00% Reduce -95.2% 1 $94
Spotlight Asset Group, Inc. 0.00% No change 1 $90
O'shaughnessy Asset Management, LLC 0.00% Reduce -95.7% 1 $90
Capstone Investment Advisors, LLC 0.00% No change 1 $90
Rakuten Securities, Inc. 0.00% New 1 $90
Iron Horse Wealth Management, LLC 0.00% New 1 $32
Asset Dedication, LLC 0.00% No change 1 $0

"% of holder's portfolio" is EMB's weight in each manager's 13F, not the share of iShares JP Morgan Usd Emergi the manager owns.