iShares JP Morgan Usd EmergiEMBETF

13F holders, Q2 2024 (June 30)
811holders +3
81new positions
80sold out
5famous investors
$88.46avg. 13F price*

At the end of Q2 2024, 811 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, up 3 from Q1 2024. 81 opened new positions and 80 sold out. The largest holders were Wells Fargo & Company ($1.5B), Betterment LLC ($758.3M) and Jones Financial Companies LLLP ($679.2M). 5 famous investors held it, including David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions81$580.4M
Exits80$122.5M

All 13F filers, Q1 2024 → Q2 2024: 27,249,668 shares bought and 8,656,460 shares sold, net +18,593,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 811 holders

Wells Fargo & Company 0.40% Add +4.5% 17,513,498 $1.5B
Betterment LLC 1.96% Reduce -2.0% 8,570,245 $758.3M
Jones Financial Companies LLLP 0.79% Add +567.2% 7,676,643 $679.2M
JPMorgan Chase & Co. 0.05% Add +71.3% 6,154,576 $544.6M
Jane Street Group, LLC 0.57% Add +116.8% 5,916,741 $523.5M
Wealthfront Advisers LLC 1.69% Add +2.2% 5,679,780 $502.5M
Royal Bank of Canada 0.11% Add +3.8% 5,275,108 $466.7M
Envestnet Asset Management Inc. 0.13% Reduce -16.2% 4,267,544 $377.6M
Goldman Sachs Group Inc. 0.07% Add +5.0% 4,233,881 $374.6M
Morgan Stanley 0.02% Reduce -1.9% 3,629,708 $321.2M
Bank of America Corp. 0.03% Add +16.0% 3,581,924 $316.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.98% Add +1.2% 3,379,749 $299.0M
BlackRock Inc. 0.01% Reduce -22.3% 3,231,098 $285.9M
D. E. Shaw & Co. 0.39% New 2,917,600 $258.1M
Adventist Health System Sunbelt Healthcare Corp. 12.70% Add +133.8% 2,860,100 $253.1M
Varma Mutual Pension Insurance Co 1.89% No change 2,656,000 $235.0M
Manufacturers Life Insurance Company, The 0.21% Add +13.9% 2,516,579 $224.2M
Assetmark, Inc. 0.58% Add +0.3% 2,128,342 $188.3M
Bessemer Group Inc. 0.32% Add +1.4% 2,061,297 $182.4M
Municipal Employees' Retirement System of Michigan 1.90% Reduce -26.5% 1,547,548 $136.9M
BNP Paribas Financial Markets 0.13% Add +138.1% 1,349,279 $119.4M
LPL Financial LLC 0.06% Reduce -9.2% 1,347,948 $119.3M
Citigroup Inc. 0.11% Add +57.3% 1,337,164 $118.3M
Raymond James & Associates 0.08% Add +2.5% 1,326,881 $117.4M
Hamilton Capital, LLC 8.54% Add +1.3% 1,271,134 $112.5M
Tiaa Trust, National Association 0.35% Add +1.4% 1,268,093 $112.2M
Prudential Financial Inc. 0.15% Add +126.2% 1,146,903 $101.5M
UBS Group AG 0.03% Reduce -17.1% 1,131,143 $100.1M
Bank of New York Mellon Corp 0.02% Reduce -8.8% 1,116,963 $98.8M
Susquehanna International Group Ltd. 22.55% New 1,016,625 $90.0M
Sumitomo Life Insurance Co. 2.06% Add +28.6% 1,006,765 $89.1M
Susquehanna International Group, LLP 0.15% Add +24.2% 985,226 $87.2M
1832 Asset Management L.P. 0.14% Reduce -1.0% 904,219 $80.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.3% 834,529 $73.8M
Ameriprise Financial Inc. 0.02% Add +13.1% 819,392 $72.5M
PNC Financial Services Group, Inc. 0.05% Reduce -0.1% 776,183 $68.7M
Allianz Asset Management GmbH 0.11% Reduce -8.2% 773,109 $68.4M
Bank of Nova Scotia 0.14% Reduce -36.8% 770,333 $68.2M
SigFig Wealth Management, LLC 2.17% Add +2.3% 652,036 $57.6M
Cwm, LLC 0.25% Reduce -26.7% 601,901 $53.3M
State of Wisconsin Investment Board 0.14% New 580,000 $51.3M
Neuberger Berman Group LLC 0.04% Add +2.2% 561,878 $49.7M
Venturi Wealth Management, LLC 2.55% Add +4.3% 486,566 $43.1M
Deutsche Bank AG 0.02% Add +0.0% 465,951 $41.2M
Envestnet Portfolio Solutions, Inc. 0.14% Reduce -21.5% 453,764 $40.1M
Janus Henderson Group PLC 0.02% New 446,814 $39.5M
Alliancebernstein L.P. 0.01% Reduce -22.9% 446,342 $39.5M
Cetera Investment Advisers 0.08% Reduce -9.7% 414,886 $36.7M
Savant Capital, LLC 0.36% Reduce -5.3% 408,068 $36.1M
Sei Investments Co. 0.05% Reduce -2.4% 393,901 $34.9M
Pharo Management, Inc. 100.00% Reduce -74.8% 387,200 $34.3M
OneDigital Investment Advisors LLC 0.42% Add +26.1% 383,446 $33.9M
Barclays PLC 0.02% Add +303.7% 374,201 $33.1M
FUKOKU MUTUAL LIFE INSURANCE Co 2.32% No change 340,000 $30.1M
HSBC Holdings PLC 0.02% Reduce -7.0% 338,061 $29.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Reduce -3.4% 312,900 $27.7M
Country Trust Bank 0.69% Add +0.4% 310,895 $27.5M
HighTower Advisors, LLC 0.04% Add +7.6% 309,044 $27.3M
Osaic Holdings, Inc. 0.06% Add +1.6% 302,520 $26.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.25% New 268,700 $23.8M
MML Investors Services, LLC 0.10% Reduce -13.1% 265,743 $23.5M
Schonfeld Strategic Advisors LLC 0.18% Add +916.6% 262,335 $23.2M
Invst, LLC 2.48% Reduce -6.9% 256,306 $22.5M
Stairway Partners, LLC 1.71% Add +2.6% 245,406 $21.7M
Prudent Investors Network, Inc. 7.83% Add +4.0% 244,800 $21.7M
Invesco Ltd. 0.00% New 240,000 $21.2M
Asset Management One Co., Ltd. 0.08% Reduce -3.3% 235,747 $20.9M
Janney Montgomery Scott LLC 0.06% Add +2.4% 235,434 $20.8M
Greystone Financial Group, LLC 3.97% Add +1.8% 229,550 $20.3M
TD Asset Management Inc 0.02% Add +1.3% 224,500 $19.9M
Retirement Investment Advisors, Inc. 2.35% — 218,921 $19.4M
Checchi Capital Advisers, LLC 1.50% Add +1.3% 214,631 $19.0M
Washington Trust Bank 1.87% Add +52.5% 214,215 $19.0M
Towercrest Capital Management 3.10% Add +2.6% 212,614 $18.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.22% Add +2.4% 210,717 $18.6M
Pictet Asset Management Holding SA 0.02% New 206,749 $18.3M
Trek Financial, LLC 1.41% Reduce -2.7% 200,371 $17.7M
Millennium Management 0.01% Add +187.3% 198,937 $17.6M
Park Avenue Securities LLC 0.21% Reduce -21.1% 192,850 $17.1M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -10.3% 172,784 $17.0M
First Hawaiian Bank 0.56% Add +1.4% 188,766 $16.7M
Equitable Holdings, Inc. 0.17% Add +3.1% 181,764 $16.1M
Mackenzie Financial Corp. 0.02% Reduce -31.1% 181,430 $16.1M
Great Valley Advisor Group, Inc. 0.43% Add +0.8% 175,554 $15.5M
Citadel Advisors 0.02% New 174,798 $15.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -48.4% 168,770 $14.9M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -10.0% 167,920 $14.9M
Stifel Financial Corp. 0.02% Reduce -3.9% 165,371 $14.6M
United Capital Financial Advisors, LLC 0.12% Reduce -18.1% 164,012 $14.5M
Nomura Asset Management Co. Ltd. 0.05% Add +132.3% 163,582 $14.5M
Cannon Financial Strategists, Inc. 2.70% Add +1.1% 160,117 $14.2M
Mariner, LLC 0.03% Reduce -4.6% 160,085 $14.2M
Pure Financial Advisors, LLC 0.39% Add +5.5% 159,687 $14.1M
Spire Wealth Management 0.47% Reduce -10.2% 150,374 $13.3M
NewEdge Advisors, LLC 0.10% Add +115.9% 149,733 $13.2M
BLB&B Advisors, LLC 0.72% Add +4.6% 149,116 $13.2M
Sanctuary Advisors, LLC 0.10% — 150,067 $13.1M
Raymond James Financial Services Advisors, Inc. 0.02% Add +12.3% 146,568 $13.0M
Point72 Asset Management 0.04% No change 145,956 $12.9M
Victory Capital Management Inc. 0.01% No change 133,874 $11.8M
Meeder Asset Management Inc. 0.79% Reduce -54.4% 127,104 $11.2M
Truist Financial Corp. 0.02% Reduce -9.3% 122,560 $10.8M
Vontobel Holding Ltd. 0.04% Add +3.9% 121,665 $10.8M
Strategic Investment Advisors / MI 1.30% Add +3.2% 120,725 $10.7M
Oxbow Advisors, LLC 1.27% Add +40.4% 118,253 $10.5M
Full Sail Capital, LLC 0.67% Reduce -1.3% 111,876 $9.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +13.5% 110,553 $9.8M
Avantax Advisory Services, Inc. 0.07% Add +17.0% 110,356 $9.8M
Alliance Wealth Management Group 2.75% Add +4.5% 108,872 $9.6M
Probity Advisors, Inc. 1.99% Reduce -9.9% 108,305 $9.6M
Idaho Trust Co 4.82% New 106,667 $9.4M
Busey Bank 0.32% Reduce -3.8% 105,518 $9.3M
Citizens & Northern Corp. 2.85% Add +2.4% 103,168 $9.1M
Commerce Bank 0.06% Add +2012.0% 102,535 $9.1M
Townsquare Capital LLC 0.11% Reduce -8.7% 94,462 $8.4M
Schroder Investment Management Group 0.01% Reduce -5.6% 94,183 $8.3M
Ellevest, Inc. 0.49% Add +5.5% 93,247 $8.3M
Rinkey Investments 2.86% Reduce -2.1% 89,855 $8.0M
Occidental Asset Management, LLC 1.39% Add +8.1% 89,365 $7.9M
Dai-ichi Life Holdings, Inc. 9.31% Add +6.3% 88,629 $7.9M
Estate Counselors, LLC 0.86% Add +168.1% 88,735 $7.9M
CFS Investment Advisory Services, LLC 0.63% New 88,112 $7.8M
Commonwealth Equity Services, LLC 0.01% Reduce -12.6% 85,353 $7.6M
Syon Capital LLC 0.69% Add +16.0% 84,615 $7.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +27.5% 84,551 $7.5M
J.Safra Asset Management Corp 0.75% Reduce -17.2% 84,445 $7.5M
Symmetry Partners, LLC 0.38% New 83,468 $7.4M
SMI Advisory Services, LLC 1.79% Add +11.2% 81,098 $7.2M
Omega Financial Group, LLC 2.87% Add +2.5% 80,188 $7.1M
National Bank of Canada 0.01% Reduce -2.0% 80,024 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -24.6% 76,489 $6.8M
Comerica Bank 0.03% Add +2.3% 76,770 $6.8M
Foster & Motley Inc. 0.46% Reduce -10.7% 75,973 $6.7M
Old Mission Capital LLC 0.17% Add +91.1% 75,273 $6.7M
Teilinger Capital Ltd. 3.16% Add +574.2% 75,000 $6.6M
Capital Insight Partners, LLC 1.21% New 72,544 $6.4M
FMR LLC 0.00% Add +1.5% 71,907 $6.4M
Apella Capital, LLC 0.28% Add +12.7% 70,421 $6.3M
Peak Financial Advisors LLC 3.58% Add +2.9% 70,473 $6.2M
Monument Capital Management 1.82% Reduce -13.2% 69,868 $6.2M
Cerity Partners LLC 0.02% Reduce -24.1% 69,752 $6.2M
Mercer Global Advisors Inc. 0.02% Reduce -5.5% 69,442 $6.1M
Founders Financial Securities LLC 0.56% Add +1.8% 67,152 $5.9M
Forefront Analytics, LLC 2.83% Reduce -0.7% 66,828 $5.9M
Advocacy Wealth Management, LLC 0.49% Add +5.9% 66,784 $5.9M
Horizon Investments, LLC 0.16% Add +4.8% 67,133 $5.9M
Atria Wealth Solutions, Inc. 0.06% Reduce -13.0% 65,699 $5.8M
Vestmark Advisory Solutions, Inc. 0.24% Add +8.1% 65,406 $5.8M
Fairview Capital Investment Management, LLC 0.33% Add +2.7% 65,364 $5.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +63.2% 64,316 $5.7M
Stonehearth Capital Management, LLC 2.43% Add +4.8% 64,174 $5.7M
Scotia Capital Inc. 0.03% Add +8.0% 64,046 $5.7M
CreativeOne Wealth, LLC 0.28% Reduce -41.9% 61,708 $5.5M
Custos Family Office, LLC 2.16% Add +25.9% 61,177 $5.4M
Berger Financial Group, Inc 0.42% Add +15.0% 59,307 $5.2M
CI Investments Inc. 0.02% Reduce -24.9% 58,983 $5.2M
Rovin Capital /Ut/ 2.17% Add +2.5% 58,838 $5.2M
Financial Alternatives, Inc 3.88% Reduce -1.3% 58,320 $5.2M
Vise Technologies, Inc. 0.90% Add +18.7% 58,196 $5.1M
Integrated Advisors Network LLC 0.26% Reduce -37.2% 57,984 $5.1M
AE Wealth Management LLC 0.05% Reduce -18.5% 57,522 $5.1M
BNP Paribas 0.25% New 56,193 $5.0M
Citizens Financial Group Inc. 0.11% Reduce -9.1% 54,221 $4.8M
Plan Group Financial, LLC 2.86% Add +7.5% 52,784 $4.7M
BlueSky Wealth Advisors, LLC 0.78% Add +5.9% 52,470 $4.6M
KFG Wealth Management, LLC 1.83% Reduce -4.8% 52,188 $4.6M
Caisse de depot et placement du Quebec 0.01% No change 51,584 $4.6M
US Bancorp \de 0.01% Reduce -19.4% 51,131 $4.5M
Alternative Investment Advisors, LLC. 2.57% Add +6.3% 50,889 $4.5M
Nuveen Asset Management, LLC 0.00% Reduce -47.3% 50,370 $4.5M
Heritage Wealth Management, LLC 2.47% Reduce -4.4% 50,355 $4.5M
Heritage Family Offices, LLP 2.47% — 50,355 $4.5M
Guggenheim Capital LLC 0.03% Add +3.1% 50,327 $4.5M
Ascent Group, LLC 0.36% Add +19.8% 50,085 $4.4M
Atria Investments, Inc 0.06% Reduce -18.2% 49,118 $4.3M
Focus Partners Wealth 0.01% Add +139.2% 48,066 $4.3M
Principal Securities, Inc. 0.12% Reduce -47.5% 47,509 $4.2M
Horst & Graben Wealth Management LLC 0.80% Reduce -29.6% 47,040 $4.2M
CW Advisors, LLC 0.07% Reduce -53.1% 46,968 $4.2M
Ashton Thomas Private Wealth, LLC 0.23% Reduce -15.3% 46,856 $4.1M
Trivium Point Advisory, LLC 0.62% Add +4.5% 46,738 $4.1M
Inscription Capital, LLC 0.67% Add +2.2% 46,692 $4.1M
Parallel Advisors, LLC 0.11% Add +3.3% 46,627 $4.1M
Jmac Enterprises LLC 0.72% Add +9.2% 46,461 $4.1M
Financial Advocates Investment Management 0.25% Add +33.4% 46,120 $4.1M
Russell Investments Group, Ltd. 0.01% New 45,557 $4.0M
Paragon Advisors, LLC 1.41% Add +7.0% 43,694 $3.9M
Transamerica Financial Advisors, LLC 0.41% No change 43,619 $3.9M
NorthCoast Asset Management LLC 0.03% Add +668.5% 43,542 $3.9M
Randall & Associates Wealth Management 3.44% Add +21.2% 43,106 $3.8M
Alliance Wealth Advisors, LLC 1.11% Reduce -5.1% 42,917 $3.8M
&partners 0.16% Add +1067.4% 42,448 $3.8M
Wharton Business Group, LLC 0.19% Reduce -0.6% 42,225 $3.7M
JB Capital LLC 0.23% Reduce -34.2% 41,700 $3.7M
Nvwm, LLC 0.98% Add +4.4% 41,433 $3.7M
iA Global Asset Management Inc. 0.07% Reduce -3.0% 41,438 $3.7M
Islay Capital Management, LLC 2.65% Add +144.0% 41,384 $3.7M
Modera Wealth Management, LLC 0.05% Reduce -1.3% 41,230 $3.6M
Sykon Capital LLC 1.36% Add +16.7% 40,657 $3.6M
Rwa Wealth Partners, LLC 0.05% Reduce -73.6% 39,777 $3.5M
Corient Private Wealth LP 0.01% Reduce -13.9% 39,536 $3.5M
Vicus Capital 0.31% Add +167.7% 38,690 $3.4M
Integrated Wealth Concepts LLC 0.05% Reduce -7.5% 38,274 $3.4M
Insight Wealth Strategies, LLC 0.48% Reduce -0.4% 37,881 $3.4M
SteelPeak Wealth, LLC 0.16% Reduce -8.2% 37,877 $3.4M
Central Bank & Trust Co. 0.46% Add +1.1% 37,555 $3.3M
Kestra Advisory Services, LLC 0.02% Add +0.5% 39,010 $3.3M
Principal Financial Group Inc. 0.00% Reduce -31.2% 37,100 $3.3M
Regions Financial Corp. 0.02% Reduce -5.6% 36,812 $3.3M
Rockefeller Capital Management L.P. 0.01% Reduce -3.8% 36,633 $3.2M
Keybank National Association 0.01% Reduce -6.8% 36,596 $3.2M
Kelly Financial Services LLC 1.16% Reduce -4.4% 36,549 $3.2M
Private Wealth Advisors, LLC 1.41% Add +4.6% 36,799 $3.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.25% New 36,400 $3.2M
Crabel Capital Management, LLC 3.86% Reduce -31.5% 35,547 $3.1M
My Legacy Advisors, LLC 1.01% Add +5.5% 35,547 $3.1M
Logan Stone Capital, LLC 0.81% Reduce -21.9% 35,531 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Reduce -11.4% 34,997 $3.1M
First Merchants Corp. 0.12% Reduce -9.1% 34,892 $3.1M
Wrapmanager Inc. 0.85% Add +2.7% 34,848 $3.1M
JT Stratford LLC 0.57% Add +1.3% 34,837 $3.1M
IFP Advisors, Inc 0.12% Add +5.5% 34,465 $3.0M
New Republic Capital, LLC 1.53% Add +6.6% 34,394 $3.0M
Alera Investment Advisors, LLC 0.36% New 33,932 $3.0M
GenTrust, LLC 0.16% Add +6.4% 33,540 $3.0M
Hancock Whitney Corp. 0.10% Add +6.2% 32,701 $2.9M
Insight Wealth Partners, LLC 1.88% Reduce -3.9% 32,699 $2.9M
LifePlan Investment Advisors, Inc. 2.07% Add +3.2% 32,388 $2.9M
HTLF Bank 0.33% Add +2.7% 32,312 $2.9M
Versant Capital Management, Inc 0.72% Reduce -4.0% 31,953 $2.8M
Baker Avenue Asset Management, LP 0.10% Reduce -2.7% 31,565 $2.8M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -25.7% 31,419 $2.8M
Verdence Capital Advisors LLC 0.25% Add +3.4% 31,373 $2.8M
Mather Group, Llc. 0.03% Reduce -10.4% 30,419 $2.7M
Sharkey, Howes & Javer 0.44% Add +19.1% 30,499 $2.7M
Rooted Wealth Advisors, Inc. 1.19% Reduce -19.8% 30,115 $2.7M
Colton Groome Financial Advisors, LLC 1.04% Add +7.1% 29,788 $2.6M
Strategic Blueprint, LLC 0.18% Reduce -5.8% 29,620 $2.6M
Sharper & Granite LLC 1.24% Add +3.5% 29,465 $2.6M
Franklin Resources Inc. 0.00% Reduce -0.1% 29,028 $2.6M
Liberty Wealth Management LLC 0.47% Add +265.2% 80,288 $2.6M
Nations Financial Group Inc, /Ia/ 0.21% Reduce -7.5% 28,723 $2.5M
Eq LLC 1.50% Add +1.5% 28,344 $2.5M
Great Diamond Partners, LLC 0.58% Reduce -3.3% 28,129 $2.5M
Blackhawk Capital Partners, LLC 1.47% Add +1.4% 27,434 $2.4M
High Falls Advisors, Inc 0.59% Reduce -12.1% 27,341 $2.4M
Mount Lucas Management LP 0.84% Reduce -4.9% 26,654 $2.4M
Banco Santander, S.A. 0.03% Reduce -4.0% 26,487 $2.3M
Blue Trust, Inc. 0.03% No change 26,126 $2.3M
Agilis Partners LLC 0.70% No change 26,025 $2.3M
RFG Advisory, LLC 0.07% Add +9.9% 25,893 $2.3M
CENTRAL TRUST Co 0.06% Add +6.1% 25,686 $2.3M
Brookstone Capital Management 0.04% Reduce -0.8% 24,535 $2.2M
Cahill Financial Advisors Inc. 0.30% Reduce -17.6% 24,641 $2.2M
Impact Partnership Wealth, LLC 0.56% Add +49.6% 24,142 $2.1M
Van Hulzen Asset Management, LLC 0.14% Add +3.5% 24,117 $2.1M
Concourse Financial Group Securities, Inc. 0.13% Reduce -20.3% 24,040 $2.1M
Dynamic Wealth Strategies, LLC 1.81% Reduce -2.7% 23,778 $2.1M
Edmond DE Rothschild Holding S.A. 0.04% No change 23,752 $2.1M
Saxony Capital Management, LLC 2.28% Reduce -17.3% 23,480 $2.1M
Perigon Wealth Management, LLC 0.06% Add +54.2% 23,467 $2.1M
Evergreen Capital Management LLC 0.07% Reduce -28.9% 23,218 $2.1M
Peapack Gladstone Financial Corp. 0.03% Reduce -18.5% 22,908 $2.0M
VestGen Investment Management 0.59% Reduce -6.1% 22,631 $2.0M
Trajan Wealth LLC 0.13% Reduce -4.1% 22,545 $2.0M
Stone House Investment Management, LLC 0.52% Add +5.9% 22,478 $2.0M
Guidance Capital, Inc. 0.65% Add +4.8% 21,969 $2.0M
Advisory Alpha, LLC 0.08% Reduce -12.0% 22,371 $2.0M
Thrivent Financial for Lutherans 0.00% Add +4.1% 22,390 $2.0M
Hilltop Holdings Inc. 0.23% Add +31.4% 22,030 $1.9M
FFG Retirement Advisors LLC 1.36% Add +83.3% 22,025 $1.9M
Martel Wealth Advisors LLC 0.42% Add +1.3% 21,938 $1.9M
Baird Financial Group, Inc. 0.00% Reduce -10.5% 21,844 $1.9M
Stokes Family Office, LLC 0.22% Reduce -1.6% 21,171 $1.9M
Merit Financial Group, LLC 0.04% Reduce -3.1% 20,970 $1.9M
TSA Wealth Managment LLC 0.77% Reduce -16.4% 20,422 $1.8M
Austin Private Wealth, LLC 0.19% Reduce -24.9% 20,284 $1.8M
Captrust Financial Advisors 0.01% Add +4.8% 20,282 $1.8M
Choreo, LLC 0.03% Add +1.7% 20,150 $1.8M
EP Wealth Advisors, LLC 0.02% Add +1.3% 19,839 $1.8M
Sage Financial Group Inc. 0.15% Add +32.7% 19,794 $1.8M
Kelman-Lazarov, Inc. 0.33% Add +12.4% 19,754 $1.7M
MIdWestOne Financial Group, Inc. 0.31% Reduce -7.7% 19,738 $1.7M
Summit X, LLC 0.39% Reduce -20.6% 19,570 $1.7M
Cardinal Strategic Wealth Guidance 0.62% Reduce -24.1% 19,555 $1.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -4.5% 19,544 $1.7M
Braun-Bostich & Associates Inc. 1.26% Add +85.1% 19,174 $1.7M
Moors & Cabot, Inc. 0.09% Add +60.2% 18,869 $1.7M
Dark Forest Capital Management LP 0.31% Reduce -18.4% 18,858 $1.7M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -23.4% 18,821 $1.7M
ONE Advisory Partners, LLC 0.76% Add +8.6% 18,711 $1.7M
Shore Point Advisors, LLC 0.94% Add +0.8% 18,689 $1.7M
Farrell Financial LLC 1.28% Add +9.1% 18,563 $1.6M
Ariadne Wealth Management, LP 1.27% — 18,306 $1.6M
Clear Creek Financial Management, LLC 0.19% Add +13.7% 18,100 $1.6M
Ally Invest Advisors Inc. 0.15% Add +13.8% 18,010 $1.6M
Verus Capital Partners, LLC 0.16% Reduce -9.7% 17,874 $1.6M
Farther Finance Advisors, LLC 0.08% Add +9.3% 17,907 $1.6M
Private Advisor Group, LLC 0.01% Add +6.6% 17,579 $1.6M
Csenge Advisory Group 0.09% Reduce -1.4% 17,326 $1.5M
Stephenson & Company, Inc. 1.12% Reduce -1.9% 17,035 $1.5M
American Financial Advisors, LLC 0.21% Reduce -24.3% 16,953 $1.5M
PAX Financial Group, LLC 0.29% Add +4.4% 16,889 $1.5M
Simplicity Wealth,LLC 0.03% Add +21.2% 16,811 $1.5M
Park Edge Advisors, LLC 0.45% New 16,629 $1.5M
AdvisorNet Financial, Inc 0.13% Add +8.2% 16,593 $1.5M
Crumly & Associates Inc. 0.42% Add +5.7% 16,573 $1.5M
Evolution Wealth Advisors, LLC 0.29% Add +9.0% 16,531 $1.5M
Spectrum Wealth Counsel, LLC 0.18% Add +8.3% 16,311 $1.4M
Axiom Advisory, LLC 0.02% New 16,056 $1.4M
Beacon Financial Group 0.16% Add +34.4% 16,002 $1.4M
Pettinga Financial Advisors LLC 0.35% Add +2.4% 15,926 $1.4M
LFA - Lugano Financial Advisors SA 1.07% Reduce -8.5% 15,833 $1.4M
Crossmark Global Holdings, Inc. 0.03% No change 15,795 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.04% Reduce -7.8% 15,725 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -21.7% 15,700 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -21.7% 15,700 $1.4M
Johnson Financial Group, Inc. 0.07% Reduce -67.7% 15,646 $1.4M
LexAurum Advisors, LLC 0.34% Add +8.9% 15,590 $1.4M
Icon Wealth Advisors, LLC 0.12% Reduce -26.6% 15,219 $1.4M
Patriot Investment Management Group, Inc. 0.11% Reduce -5.2% 15,531 $1.4M
Dynasty Wealth Management, LLC 0.04% Add +119.8% 15,446 $1.4M
Mma Asset Management LLC 0.64% Reduce -0.3% 15,423 $1.4M
First Trust Advisors LP 0.00% Reduce -4.0% 15,409 $1.4M
Unison Advisors LLC 0.17% Add +5.5% 15,324 $1.4M
Alterna Wealth Management, Inc. 1.18% Add +13.5% 15,178 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +39.5% 14,972 $1.3M
Cornerstone Wealth Group, LLC 0.12% Add +2.5% 14,696 $1.3M
Arrow Investment Advisors, LLC 1.19% No change 14,695 $1.3M
Sowell Financial Services LLC 0.06% Reduce -3.3% 14,691 $1.3M
Leuthold Group, LLC 0.15% Reduce -2.4% 14,587 $1.3M
Advisory Services Network, LLC 0.03% Reduce -6.7% 14,532 $1.3M
Summit Financial, LLC 0.06% New 14,406 $1.3M
Garden State Investment Advisory Services LLC 0.44% Add +2.2% 14,310 $1.3M
Bay Harbor Wealth Management, LLC 0.44% Add +0.6% 14,319 $1.3M
Matisse Capital 0.63% No change 14,300 $1.3M
US Financial Advisors, LLC 0.42% Add +7.2% 14,243 $1.3M
Norden Group LLC 0.25% Reduce -11.3% 14,219 $1.3M
CKW Financial Group 0.16% Reduce -13.6% 14,214 $1.2M
Redhawk Wealth Advisors, Inc. 0.19% Add +178.3% 14,033 $1.2M
Regal Investment Advisors LLC 0.08% Reduce -2.6% 14,010 $1.2M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -4.4% 13,581 $1.2M
Future Financial Wealth Managment LLC 1.06% Add +1.2% 13,566 $1.2M
Wolf Group Capital Advisors 0.47% Add +22.3% 13,365 $1.2M
Hexagon Capital Partners LLC 0.25% Add +3.5% 13,092 $1.2M
Barden Capital Management, Inc. 1.08% Add +4.4% 12,920 $1.1M
SG Americas Securities, LLC 0.01% Reduce -62.1% 12,807 $1.1M
Venture Visionary Partners LLC 0.05% Add +2.0% 12,696 $1.1M
Penobscot Wealth Management 0.66% Reduce -5.3% 12,455 $1.1M
Shared Vision Wealth Group LLC 0.65% Reduce -19.2% 12,551 $1.1M
GeoWealth Management, LLC 0.05% Reduce -2.8% 12,549 $1.1M
Gries Financial LLC 0.23% Add +20.1% 12,534 $1.1M
Financial Sense Advisors, Inc. 0.35% Reduce -6.8% 12,413 $1.1M
Prudential PLC 0.01% Add +30.6% 12,410 $1.1M
Trustmark Bank Trust Department 0.09% Reduce -16.9% 12,388 $1.1M
GAMMA Investing LLC 0.15% Add +172.3% 12,263 $1.1M
Intellectus Partners, LLC 0.30% Reduce -3.8% 12,168 $1.1M
TNF LLC 0.40% Add +7.8% 12,078 $1.1M
IHT Wealth Management, LLC 0.04% Add +2.2% 12,152 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.62% Reduce -4.6% 12,098 $1.1M
New Potomac Partners, LLC 0.58% Reduce -5.0% 12,082 $1.1M
Manning & Napier Advisors LLC 0.01% — 11,963 $1.1M
Raymond James Trust N.A. 0.02% Add +0.1% 11,344 $1.0M
Northern Trust Corp. 0.00% Reduce -13.6% 11,316 $1.0M
Aletheian Wealth Advisors LLC 0.53% Add +2.8% 11,278 $998K
Journey Strategic Wealth LLC 0.04% Add +27.0% 11,247 $995K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +14.1% 11,212 $992K
Crewe Advisors LLC 0.11% Add +173.3% 11,199 $991K
Goldstone Financial Group, LLC 0.19% Add +32.5% 10,947 $969K
Exencial Wealth Advisors, LLC 0.04% Reduce -6.5% 10,918 $966K
City State Bank 0.39% Add +0.7% 10,845 $960K
Gridiron Partners, LLC 0.61% No change 10,790 $955K
TFB Advisors LLC 0.31% Reduce -16.8% 10,725 $949K
Cypress Wealth Services, LLC 0.21% Reduce -9.3% 10,710 $948K
Diversified, LLC 0.11% New 10,510 $930K
BKM Wealth Management, LLC 0.45% Reduce -1.4% 10,481 $927K
WealthShield Partners, LLC 0.14% Reduce -11.9% 10,470 $926K
FDx Advisors, Inc. 0.26% Reduce -5.8% 10,456 $925K
Advus Financial Partners, LLC 0.28% Add +6.8% 10,437 $923K
Simplex Trading, LLC 0.03% New 10,388 $919K
Cape Cod Five Cents Savings Bank 0.09% Reduce -6.2% 10,278 $909K
Stevens Capital Management LP 0.31% Reduce -93.5% 10,251 $907K
Klaas Financial Asset Advisors, LLC 0.16% Add +6.3% 10,122 $896K
Diversify Advisory Services, LLC 0.05% Reduce -4.9% 10,040 $895K
Mutual Advisors, LLC 0.03% Add +5.4% 9,651 $868K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.5% 9,700 $858K
Continuum Advisory, LLC 0.12% Add +1.5% 9,537 $844K
Concurrent Investment Advisors, LLC 0.03% Add +21.1% 9,507 $841K
True Vision MN LLC 0.54% Reduce -20.0% 9,385 $830K
Creative Planning 0.00% Reduce -9.0% 9,343 $827K
Freedom Investment Management, Inc. 0.07% Reduce -0.9% 9,307 $823K
Waverly Advisors, LLC 0.02% Add +171.6% 9,271 $820K
Apeiron RIA LLC 0.25% Add +12.9% 9,237 $817K
First Citizens Bank & Trust Co. 0.02% Reduce -7.0% 9,226 $816K
Keystone Financial Services 0.33% Reduce -5.6% 9,105 $806K
Clearstead Advisors, LLC 0.01% Add +581.4% 9,083 $804K
Signet Financial Management, LLC 0.11% Reduce -0.4% 9,060 $802K
Security Financial Services, INC. 0.17% Reduce -2.4% 9,049 $801K
ExodusPoint Capital Management, LP 0.01% Reduce -65.2% 9,023 $798K
Larson Financial Group LLC 0.05% Reduce -3.0% 8,851 $783K
EFG Asset Management (Americas) Corp. 0.15% Add +41.8% 8,844 $783K
OxenFree Capital LLC 0.68% Add +4.4% 8,818 $780K
Focus Financial Network, Inc. 0.03% Reduce -1.6% 8,663 $779K
Richardson Financial Services Inc. 0.55% Reduce -5.3% 8,626 $763K
Life Planning Partners, Inc 0.69% Reduce -11.6% 8,601 $761K
Apollon Wealth Management, LLC 0.02% Reduce -23.9% 8,594 $760K
New England Private Wealth Advisors LLC 0.13% Add +1.2% 8,521 $754K
Foundations Investment Advisors, LLC 0.02% Reduce -88.9% 8,411 $744K
Coppell Advisory Solutions LLC 0.12% — 8,384 $742K
ORG Partners LLC 0.09% New 8,423 $741K
Worth Financial Advisory Group, LLC 0.48% Add +1.1% 8,322 $736K
Unique Wealth Strategies, LLC 0.34% No change 8,207 $736K
Alesco Advisors, LLC, An ESL Co 0.02% Add +4.2% 8,305 $735K
ShoreHaven Wealth Partners, LLC 0.39% Reduce -33.6% 8,290 $734K
Defined Wealth Management, LLC 0.50% Reduce -0.1% 8,176 $723K
Motiv8 Investments LLC 0.53% Reduce -2.0% 8,044 $713K
Cyndeo Wealth Partners, LLC 0.06% Add +13.1% 8,028 $710K
West Wealth Group, LLC 0.25% Reduce -8.1% 8,025 $710K
Innealta Capital, LLC 0.23% Add +121.9% 7,990 $707K
Certuity, LLC 0.06% New 7,919 $701K
Tidal Investments LLC 0.01% Add +56.6% 7,838 $694K
Chesapeake Capital Corp. 0.91% Reduce -51.4% 7,825 $692K
4Thought Financial Group Inc. 0.43% Add +26.3% 7,821 $692K
Sage Advisory Services, Ltd.Co. 0.19% Add +50.5% 7,777 $688K
Beacon Bridge Wealth Partners, LLC 0.32% Add +24.9% 7,766 $687K
First Horizon Advisors, Inc. 0.02% Reduce -4.9% 7,751 $686K
Sunbelt Securities, Inc. 0.07% Add +149.8% 7,720 $683K
Strategic Financial Services, Inc. 0.04% Reduce -1.4% 7,703 $682K
Gateway Wealth Partners, LLC 0.20% Add +1.8% 7,654 $677K
Quadrant Private Wealth Management, LLC 0.15% Reduce -2.8% 7,571 $670K
Global Retirement Partners, LLC 0.02% Reduce -2.4% 7,456 $660K
Titan Global Capital Management USA LLC 0.10% Add +7.9% 7,355 $651K
Stratos Wealth Advisors, LLC 0.03% Reduce -12.7% 7,351 $650K
Snowden Capital Advisors LLC 0.02% Add +13.2% 7,330 $649K
Copperleaf Capital, LLC 0.52% New 7,291 $645K
Arcus Capital Partners, LLC 0.25% Add +1.2% 7,271 $643K
American Financial & Tax Strategies Inc. 0.34% Reduce -0.6% 7,251 $642K
Forthright Family Wealth Advisory LLC 0.41% Reduce -0.6% 7,240 $641K
Legacy Financial Group LLC 0.12% Reduce -30.1% 7,149 $633K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,100 $628K
CIBC Asset Management Inc 0.00% Reduce -85.1% 7,044 $623K
White Lighthouse Investment Management Inc. 0.12% Add +2.8% 6,946 $615K
Rosenberg Matthew Hamilton 0.18% Reduce -16.7% 6,989 $613K
Running Point Capital Advisors, LLC 0.25% No change 6,864 $607K
Insigneo Advisory Services, LLC 0.07% New 6,768 $607K
Dorsey Wright & Associates 0.16% Reduce -7.2% 6,858 $607K
Tsfg, LLC 0.14% Add +10.1% 6,746 $597K
Avior Wealth Management, LLC 0.03% Reduce -15.3% 6,685 $592K
Voya Financial Advisors, Inc. 0.07% Add +62.7% 6,622 $591K
Certus Wealth Management, LLC 0.45% Add +16.7% 6,662 $589K
Elevation Point Wealth Partners, LLC 0.05% Reduce -3.6% 6,551 $580K
Prospera Financial Services Inc 0.02% Reduce -0.8% 6,542 $579K
Natixis 0.00% Add +0.6% 6,532 $578K
Endowment Wealth Management, Inc. 0.42% Add +1.4% 6,495 $575K
Rockingstone Advisors LLC 0.29% Add +16.9% 6,464 $572K
Stock Yards Bank & Trust Co. 0.02% Add +2.5% 6,376 $564K
Stonebrook Private Inc. 0.16% Reduce -53.1% 6,337 $561K
Prime Capital Investment Advisors, LLC 0.01% Reduce -23.2% 6,334 $560K
Geneos Wealth Management Inc. 0.02% Reduce -18.1% 6,329 $560K
Ashton Thomas Securities, LLC 0.13% — 6,222 $555K
Ferguson Shapiro LLC 0.21% New 6,179 $547K
Portside Wealth Group, LLC 0.10% Reduce -38.6% 6,178 $547K
Veery Capital, LLC 0.22% Reduce -14.8% 6,159 $545K
Morningstar Investment Services LLC 0.01% Add +16.2% 6,049 $539K
Diversify Wealth Management, LLC 0.07% — 5,972 $536K
Frisch Financial Group, Inc. 0.16% Reduce -1.7% 6,039 $534K
Blue Fin Capital, Inc. 0.11% Reduce -9.7% 6,014 $532K
Marex Group Ltd 0.01% Add +20.0% 6,000 $531K
ARK & TLK Investments, LLC 0.20% Reduce -0.1% 5,892 $521K
Tradition Wealth Management, LLC 0.05% Reduce -21.6% 5,867 $519K
Oppenheimer & Co. Inc. 0.01% Reduce -1.6% 5,866 $519K
First Interstate Bank 0.03% Add +1.1% 5,832 $516K
AlTi Global, Inc. 0.01% No change 5,822 $515K
Kestra Private Wealth Services, LLC 0.01% Add +20.4% 5,788 $512K
Independent Financial Group, LLC 0.02% Add +27.6% 5,777 $511K
Swmg, LLC 0.22% Reduce -5.3% 5,703 $505K
Two Sigma Securities, LLC 0.02% Reduce -56.1% 5,573 $493K
Spectrum Planning & Advisory Services Inc. 0.47% — 5,453 $486K
Sugarloaf Wealth Management, LLC 0.09% Add +8.4% 5,470 $484K
Rothschild Wealth LLC 0.16% Reduce -19.5% 5,443 $482K
Fort Washington Investment Advisors Inc. 0.00% Reduce -29.5% 5,430 $480K
Bank of Montreal 0.00% Reduce -74.9% 5,361 $479K
Activest Wealth Management 0.16% Reduce -3.9% 5,404 $478K
Dimension Capital Management LLC 0.10% Reduce -45.0% 5,367 $475K
Wealth Alliance, LLC 0.06% Reduce -23.3% 5,367 $475K
HCR Wealth Advisors 0.07% No change 5,337 $472K
Dynamic Advisor Solutions LLC 0.01% Add +34.5% 5,253 $465K
Mayflower Financial Advisors, LLC 0.08% Reduce -22.1% 5,220 $462K
Integris Wealth Management, LLC 0.13% Add +9.7% 5,219 $462K
Koshinski Asset Management, Inc. 0.04% New 5,100 $455K
Affinity Capital Advisors, LLC 0.10% Reduce -2.0% 5,111 $452K
WFA of San Diego, LLC 0.40% — 4,998 $442K
Maripau Wealth Management LLC 0.30% Add +3.6% 4,975 $440K
Wealthstream Advisors, Inc. 0.16% Add +2.2% 4,938 $437K
U.S. Capital Wealth Advisors, LLC 0.02% Add +10.4% 4,902 $434K
KKM Financial LLC 0.21% Add +5.4% 4,870 $434K
Insight Advisors, LLC/ PA 0.08% Add +3.5% 4,869 $431K
Sunesis Advisors, LLC 0.25% Reduce -0.4% 4,840 $428K
XML Financial, LLC 0.04% Add +1.1% 4,812 $426K
Creative Financial Designs Inc. 0.04% Add +56.3% 4,711 $417K
Optivise Advisory Services LLC 0.22% — 4,700 $416K
International Assets Investment Management, LLC 0.04% Add +7.0% 4,676 $414K
MA Private Wealth 0.08% Reduce -38.5% 4,649 $411K
Five Oceans Advisors 0.21% Add +0.9% 4,625 $409K
Hoxton Planning & Management, LLC 0.19% Reduce -29.6% 4,622 $409K
Theory Financial LLC 0.19% Add +48.1% 4,607 $408K
Capital Analysts, LLC 0.02% Add +101.0% 4,576 $405K
James Investment Research, Inc. 0.05% New 4,576 $405K
Cutler Investment Counsel LLC 0.05% Reduce -18.8% 4,543 $402K
Keystone Wealth Services, LLC 0.12% Add +4.4% 4,538 $402K
Argent Trust Co 0.02% Add +8.3% 4,537 $401K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -11.9% 4,528 $401K
North Ridge Wealth Advisors, Inc. 0.30% No change 4,493 $398K
Invictus Private Wealth, LLC 0.03% Add +2.2% 4,493 $398K
Montecito Bank & Trust 0.08% Add +0.7% 4,492 $397K
Aveo Capital Partners, LLC 0.04% Reduce -0.8% 4,475 $396K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.8% 4,453 $394K
Delta Wealth Advisors LLC 0.38% No change 4,410 $390K
1620 Investment Advisors, Inc. 0.30% Add +1.4% 4,397 $389K
Brand Asset Management Group, Inc. 0.16% Add +2.2% 4,366 $386K
Sterling Financial Planning, Inc. 0.16% Add +0.2% 4,347 $385K
CPA Asset Management Group, LLC 0.21% No change 4,329 $383K
Firethorn Wealth Partners, LLC 0.22% Add +14.0% 4,316 $382K
VPR Management LLC 0.14% No change 4,300 $380K
Client 1ST Advisory Group, LLC 0.16% Reduce -12.0% 4,287 $379K
IPG Investment Advisors LLC 0.08% Add +25.0% 4,285 $379K
Aptus Capital Advisors, LLC 0.01% Reduce -54.9% 4,252 $376K
Bremer Bank National Association 0.07% Add +16.6% 4,241 $375K
Strategic Financial Partners, Ltd. 0.21% Add +11.9% 4,210 $373K
Summit Global Investments 0.03% Reduce -17.3% 4,156 $368K
Knollwood Investment Advisory, LLC 0.04% No change 4,150 $367K
Personal Cfo Solutions, LLC 0.06% Reduce -11.9% 4,121 $365K
Dravo Bay LLC 0.20% Reduce -0.7% 4,101 $363K
Kornitzer Capital Management Inc. 0.01% New 4,044 $358K
Resona Asset Management Co.,Ltd. 0.00% Reduce -13.0% 4,000 $357K
Creekside Partners 0.20% — 4,006 $354K
AlphaCentric Advisors LLC 0.26% Reduce -1.6% 3,973 $352K
Stratos Investment Management, LLC 0.03% New 3,943 $349K
Arete Wealth Advisors, LLC 0.03% New 3,890 $344K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +0.5% 3,878 $343K
Sigma Planning Corp 0.01% Reduce -14.4% 3,873 $343K
Hart & Patterson Financial Group LLC 0.17% Reduce -2.3% 3,868 $342K
Petix & Botte Co 0.10% New 3,865 $342K
Global Assets Advisory, LLC 0.54% Add +21.4% 3,803 $336K
Advisors Asset Management, Inc. 0.01% Add +2.6% 3,758 $333K
CIBC Private Wealth Group LLC 0.00% Add +1.4% 3,569 $319K
Tennessee Valley Asset Management Partners 0.06% Reduce -34.4% 3,523 $312K
PFG Advisors 0.02% New 3,518 $311K
Pinion Investment Advisors, LLC 0.15% Add +2.3% 3,500 $310K
MMBG Investment Advisors Co. 0.03% No change 3,500 $310K
Savvy Advisors, Inc. 0.10% Add +9.3% 3,465 $307K
EverSource Wealth Advisors, LLC 0.02% Add +140.9% 3,380 $306K
Harbour Investments, Inc. 0.01% Reduce -17.7% 3,433 $304K
RiverFront Investment Group, LLC 0.01% New 3,400 $301K
Axxcess Wealth Management, LLC 0.01% Reduce -34.8% 3,367 $298K
Cohen Investment Advisors LLC 0.23% Add +4.0% 3,523 $291K
Clearview Wealth Advisors LLC 0.25% Reduce -17.2% 3,269 $289K
Soltis Investment Advisors LLC 0.03% Reduce -11.1% 3,253 $288K
Gladstone Institutional Advisory LLC 0.01% New 3,231 $286K
Villere St Denis J & Co. LLC 0.02% Reduce -1.1% 3,183 $282K
TRUE Private Wealth Advisors 0.03% Reduce -25.1% 3,177 $281K
Upper Left Wealth Management, LLC 0.25% Reduce -3.5% 3,175 $281K
HF Advisory Group, LLC 0.14% Reduce -4.8% 3,163 $280K
World Investment Advisors 0.02% New 3,148 $279K
StoneX Group Inc. 0.02% New 3,129 $277K
Sand Hill Global Advisors, LLC 0.01% Reduce -47.7% 3,122 $276K
Kingsview Wealth Management, LLC 0.01% Reduce -3.7% 3,095 $274K
Kickstand Ventures, Llc. 0.07% Reduce -33.8% 3,091 $273K
Mosley Wealth Management 0.23% Add +4.9% 3,057 $270K
Transcend Capital Advisors, LLC 0.02% Reduce -29.4% 3,054 $270K
Maia Wealth LLC 0.08% — 2,952 $265K
WealthPLAN Partners, LLC 0.03% Reduce -21.2% 2,990 $265K
Regimen Wealth, LLC 0.09% New 2,977 $263K
Disciplined Investments, LLC 0.14% Add +0.2% 2,977 $263K
Kingfisher Capital LLC 0.06% Add +3.3% 2,974 $263K
Brown Wealth Management, LLC 0.11% Add +5.3% 2,954 $261K
Walled Lake Planning & Wealth Management, LLC 0.11% No change 2,930 $259K
Pacific Capital Wealth Advisors, Inc. 0.05% Reduce -7.8% 2,913 $258K
Strategy Asset Managers LLC 0.06% Add +24.4% 2,973 $257K
Sterling Investment Counsel, LLC 0.10% Reduce -4.2% 2,898 $256K
Arkadios Wealth Advisors 0.02% New 2,883 $255K
Pitcairn Co. 0.02% No change 2,869 $254K
Summit Wealth Group, LLC 0.08% New 2,839 $251K
Channel Wealth LLC 0.09% Reduce -6.3% 2,835 $251K
Allworth Financial LP 0.00% Reduce -25.1% 2,797 $250K
Seaview Investment Managers LLC 0.07% Reduce -75.2% 2,800 $248K
Rehmann Capital Advisory Group 0.02% Add +0.8% 2,751 $243K
Quad-Cities Investment Group, LLC 0.13% Add +12.1% 2,655 $235K
WealthPlan Investment Management, LLC 0.04% Add +1.2% 2,644 $234K
XTX Topco Ltd 0.02% New 2,637 $233K
Glass Jacobson Investment Advisors llc 0.08% Add +2.3% 2,635 $233K
Trust Point Inc. 0.02% No change 2,616 $231K
McAdam, LLC 0.01% Add +1.2% 2,605 $230K
Modern Wealth Management, LLC 0.02% New 2,586 $229K
J.W. Cole Advisors, Inc. 0.01% Reduce -10.6% 2,583 $229K
UMB Bank, n.a. 0.00% No change 2,582 $228K
Capital City Trust Co. 0.06% New 2,574 $228K
Ti-Trust, Inc. 0.18% No change 2,571 $227K
Alpha Omega Wealth Management LLC 0.04% Add +0.3% 2,565 $227K
Three Bridge Wealth Advisors, LLC 0.09% No change 2,560 $227K
One Wealth Management Investment & Advisory Services, LLC 0.09% Reduce -32.4% 2,557 $226K
Avidian Wealth Enterprises, LLC 0.01% Reduce -24.4% 2,535 $224K
Cresset Asset Management, LLC 0.00% Add +5.8% 2,490 $220K
Redwood Investment Management, LLC 0.02% New 2,488 $220K
BCU Wealth Advisors, LLC 0.16% Reduce -18.3% 2,466 $218K
Center For Asset Management LLC 0.14% New 2,444 $216K
Maven Securities LTD 0.03% New 2,442 $216K
Columbia Bank 0.08% Reduce -6.7% 2,432 $215K
Rockland Trust Co. 0.01% Reduce -50.7% 2,426 $215K
Synovus Financial Corp. 0.00% Reduce -0.8% 2,419 $214K
Advisory Resource Group 0.05% Reduce -6.0% 2,414 $214K
Mission Creek Capital Partners, Inc. 0.05% Add +0.6% 2,403 $213K
Pathstone Holdings, LLC 0.00% Reduce -5.8% 2,400 $212K
Virtue Capital Management, LLC 0.04% Reduce -13.5% 2,359 $212K
Truepoint, Inc. 0.01% Reduce -39.2% 2,390 $211K
WBH Advisory Inc. 0.02% Reduce -16.1% 2,370 $210K
HB Wealth Management, LLC 0.00% Reduce -10.6% 2,355 $208K
Drucker Wealth 3.0, LLC 0.06% — 2,352 $208K
Gen-Wealth Partners Inc 0.10% Reduce -25.3% 2,345 $207K
Fisher Asset Management 0.00% New 2,340 $207K
PFG Investments, LLC 0.01% New 2,321 $205K
Solstein Capital, LLC 0.13% No change 2,309 $204K
First Heartland Consultants, Inc. 0.02% Reduce -3.2% 2,308 $204K
Wedbush Securities Inc. 0.01% Reduce -1.5% 2,293 $203K
Arkansas Financial Group, Inc. 0.04% New 2,262 $200K
Red Tortoise LLC 0.11% Reduce -16.4% 2,241 $198K
Blair William & Co. 0.00% Add +3.9% 2,173 $192K
Cornerstone Planning Group LLC 0.05% Reduce -34.3% 2,013 $180K
Private Trust Co. NA 0.02% Reduce -10.2% 1,875 $166K
Balefire, LLC 0.05% Add +530.5% 1,570 $139K
Family Asset Management, LLC 0.08% Reduce -28.0% 1,455 $129K
Financial Network Wealth Advisors LLC 0.10% New 1,436 $128K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.2% 1,402 $124K
Aspire Private Capital, LLC 0.03% Reduce -24.2% 1,378 $122K
Clear Investment Research, LLC 0.15% Add +4.4% 1,341 $119K
Lanark Financial, Inc. 0.01% Add +20.4% 1,316 $116K
PFS Partners, LLC 0.07% No change 1,247 $110K
NorthRock Partners, LLC 0.00% Reduce -73.3% 1,213 $107K
FinTrust Capital Advisors, LLC 0.02% Add +34.0% 1,193 $106K
Ameliora Wealth Management Ltd. 0.04% Reduce -24.5% 1,080 $96K
Webster Bank, N. A. 0.01% Add +21.2% 1,069 $95K
Barrett & Company, Inc. 0.04% Add +1.3% 1,038 $92K
Tower Research Capital LLC (TRC) 0.00% Add +1958.0% 1,029 $91K
Macroview Investment Management LLC 0.10% Add +68.5% 1,018 $90K
Benjamin F. Edwards & Company, Inc. 0.00% Add +2.3% 1,017 $90K
Ancora Advisors LLC 0.00% Reduce -39.4% 988 $87K
Element Wealth, LLC 0.05% Add +10.4% 953 $84K
SWS Partners 0.02% New 936 $83K
LGT Financial Advisors LLC 0.17% Add +65.8% 922 $82K
Cordgrass Capital Advisors, LLC 0.03% No change 904 $80K
Parkside Financial Bank & Trust 0.01% Reduce -59.5% 879 $78K
Sittner & Nelson, LLC 0.04% Add +2067.5% 867 $77K
Breakwater Investment Management 0.03% Add +4964.7% 861 $76K
Pacifica Partners Inc. 0.03% Add +0.2% 827 $74K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -27.9% 790 $70K
Fifth Third Bancorp 0.00% Add +4.0% 786 $70K
Financial Gravity Asset Management, Inc. 0.02% Reduce -56.1% 760 $67K
Abich Financial Wealth Management LLC 0.04% Reduce -2.5% 731 $65K
Princeton Global Asset Management LLC 0.01% New 725 $64K
Realta Investment Advisors 0.01% Add +10.1% 700 $62K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 690 $61K
Elevate Wealth Advisory, Inc. 0.05% No change 680 $60K
Allie Family Office LLC 0.04% New 10,000 $60K
Semmax Financial Advisors Inc. 0.02% Reduce -25.4% 615 $56K
Alaska Permanent Capital Management, LLC 0.00% No change 625 $55K
PrairieView Partners, LLC 0.01% Add +13.8% 584 $51K
Transcendent Capital Group LLC 0.03% Add +3.4% 575 $51K
Bokf, NA 0.00% New 573 $51K
Wolff Wiese Magana LLC 0.04% Add +1346.2% 564 $50K
Cape Investment Advisory, Inc. 0.02% Reduce -40.7% 556 $49K
Lowe Wealth Advisors, LLC 0.02% New 544 $48K
WR Wealth Planners, LLC 0.01% Reduce -10.2% 544 $48K
Zions Bancorporation, N.A. 0.00% New 533 $47K
Olistico Wealth, LLC 0.03% New 525 $46K
Pinnacle Bancorp, Inc. 0.01% No change 509 $45K
Pin Oak Investment Advisors Inc. 0.04% Add +197.7% 506 $45K
Private Ocean, LLC 0.00% Add +5.0% 501 $44K
Castleview Partners, LLC 0.03% Reduce -31.3% 500 $44K
TD Waterhouse Canada Inc. 0.00% Add +57.0% 501 $44K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $44K
First United Bank & Trust 0.02% Reduce -0.2% 483 $43K
Park Place Capital Corp 0.01% Reduce -76.5% 475 $42K
Gradient Investments LLC 0.00% Add +22.7% 448 $40K
West Branch Capital LLC 0.01% No change 440 $39K
Farmers & Merchants Investments Inc. 0.00% Reduce -14.7% 434 $38K
Red Lighthouse Investment Management, LLC 0.02% No change 428 $38K
Bartlett & Co. Wealth Management LLC 0.00% No change 428 $38K
NFSG Corp 0.01% Add +0.3% 398 $35K
TD Capital Management LLC 0.00% Add +1.1% 380 $34K
City Holding Co. 0.00% Reduce -16.5% 355 $31K
Criterion Capital Advisors, LLC 0.02% Add +98.9% 354 $31K
Global Financial Private Client, LLC 0.01% Reduce -21.3% 343 $30K
AlphaMark Advisors, LLC 0.01% Reduce -41.0% 338 $30K
Ameritas Investment Partners, Inc. 0.00% No change 320 $28K
Tucker Asset Management LLC 0.01% Add +212.6% 272 $24K
Harbor Capital Advisors, Inc. 0.00% Reduce -33.8% 268 $24K
American National Bank & Trust 0.00% New 269 $24K
Federation des caisses Desjardins du Quebec 0.00% No change 262 $23K
Key Financial Inc 0.01% No change 250 $22K
Private Wealth Management Group, LLC 0.01% New 249 $22K
NBT Bank, N.A. 0.00% Reduce -20.9% 246 $22K
Sound Income Strategies, LLC 0.00% Reduce -22.5% 241 $21K
McIlrath & Eck, LLC 0.00% No change 238 $21K
Cullen/Frost Bankers, Inc. 0.00% No change 219 $19K
Signature Resources Capital Management, LLC 0.02% No change 215 $19K
Signaturefd, LLC 0.00% Add +681.5% 211 $19K
Phillips Financial Management, LLC 0.00% No change 209 $18K
Anchor Investment Management, LLC 0.00% No change 200 $18K
Belpointe Asset Management LLC 0.00% New 199 $18K
Rothschild Investment LLC 0.00% Add +105.2% 197 $17K
Founders Financial Alliance, LLC 0.01% Add +0.5% 192 $17K
Family Firm, Inc. 0.00% New 191 $17K
Raleigh Capital Management Inc. 0.01% Reduce -22.3% 167 $15K
Silicon Valley Capital Partners 0.00% Add +1.2% 165 $15K
Cherry Tree Wealth Management, LLC 0.00% Add +1.2% 164 $15K
BOK Financial Private Wealth, Inc. 0.00% Add +1.3% 160 $14K
Gilliland Jeter Wealth Management LLC 0.00% No change 157 $14K
Capital Investment Advisory Services, LLC 0.00% Add +24.6% 152 $13K
Wiser Advisor Group LLC 0.02% Add +141.0% 147 $13K
Main Management LLC 0.00% Reduce -22.8% 142 $13K
Beacon Capital Management, LLC 0.00% Add +141.7% 145 $13K
O'shaughnessy Asset Management, LLC 0.00% Add +14300.0% 144 $13K
Triad Wealth Partners, LLC 0.01% New 141 $12K
Annapolis Financial Services, LLC 0.00% No change 135 $12K
Eagle Bay Advisors LLC 0.01% No change 124 $11K
Whittier Trust Co. of Nevada Inc. 0.00% Add +583.3% 123 $11K
EnRich Financial Partners LLC 0.00% No change 119 $11K
Thompson Investment Management, Inc. 0.00% No change 119 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 116 $10K
Colonial Trust Advisors 0.00% Reduce -6.8% 110 $10K
AllSquare Wealth Management LLC 0.01% No change 108 $10K
Howe & Rusling Inc. 0.00% Reduce -48.8% 108 $10K
Bangor Savings Bank 0.00% Add +1.0% 102 $9K
GW&K Investment Management, LLC 0.00% No change 100 $9K
Townsend Asset Management Corp. /NC/ 0.00% No change 101 $9K
North Star Investment Management Corp. 0.00% No change 100 $9K
Friedenthal Financial 0.01% Add +4.4% 95 $8K
Tompkins Financial Corp. 0.00% New 94 $8K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 87 $8K
Ruedi Wealth Management, Inc. 0.00% Reduce -4.4% 86 $8K
Front Row Advisors LLC 0.00% Reduce -50.0% 80 $7K
Boyd Watterson Asset Management LLC 0.00% No change 80 $7K
Avion Wealth 0.00% No change 89 $7K
Plante Moran Financial Advisors, LLC 0.00% Add +2.6% 78 $7K
WASHINGTON TRUST Co 0.00% Add +1014.3% 78 $7K
Oxford Financial Group, LTD. LLC 0.00% New 76 $7K
Great Lakes Retirement, Inc. 0.00% New 73 $6K
Guardian Wealth Advisors, LLC / NC 0.00% No change 73 $6K
Bogart Wealth, LLC 0.00% Add +563.6% 73 $6K
Investors Research Corp 0.00% No change 72 $6K
American Capital Advisory, LLC 0.00% Reduce -54.0% 70 $6K
Covestor Ltd 0.00% Reduce -24.4% 68 $6K
Westside Investment Management, Inc. 0.00% No change 65 $6K
Lynx Investment Advisory 0.00% — 64 $6K
Whittier Trust Co. 0.00% No change 60 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 57 $5K
Kozak & Associates, Inc. 0.00% New 55 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 53 $5K
Harbor Investment Advisory, LLC 0.00% No change 53 $5K
SouthState Bank Corp 0.00% No change 52 $5K
Alaska Wealth Advisors, LLC 0.00% No change 51 $5K
Wells Financial Advisors INC 0.00% New 50 $4K
Elevation Wealth Partners, LLC 0.00% No change 46 $4K
Trust Co. of Vermont 0.00% New 45 $4K
Robinswood Financial LLC 0.00% New 44 $4K
Planning Capital Management Corp 0.00% No change 43 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 40 $4K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -2.6% 37 $3K
Salem Investment Counselors Inc. 0.00% New 34 $3K
CNB Bank 0.00% No change 34 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Archer Investment Corp 0.00% Reduce -55.4% 33 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.0% 33 $3K
Mb, Levis & Associates, LLC 0.00% No change 32 $3K
Opal Wealth Advisors, LLC 0.00% New 31 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +29.2% 31 $3K
REAP Financial Group, LLC 0.00% Reduce -33.3% 28 $2K
Mendota Financial Group, LLC 0.00% No change 27 $2K
Trust Co 0.00% No change 25 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 24 $2K
Hazlett, Burt & Watson, Inc. 0.00% Add +5.3% 20 $2K
First Pacific Financial 0.00% Reduce -37.5% 20 $2K
Glen Eagle Advisors, LLC 0.00% Reduce -60.4% 19 $2K
Baldwin Wealth Partners LLC 0.00% New 19 $2K
Caitlin John, LLC 0.00% No change 19 $2K
SRH Advisors, LLC 0.00% No change 18 $2K
NewSquare Capital LLC 0.00% No change 17 $2K
Tyler-Stone Wealth Management 0.00% No change 15 $1K
Redwood Wealth Management Group, LLC 0.00% New 14 $1K
Eukles Asset Management 0.00% No change 14 $1K
MCF Advisors LLC 0.00% New 14 $1K
Smartleaf Asset Management LLC 0.00% No change 10 $938
GHP Investment Advisors, Inc. 0.00% No change 9 $797
Kings Path Partners LLC 0.00% — 9 $796
PayPay Securities Corp 0.04% Reduce -14.3% 6 $531
Salomon & Ludwin, LLC 0.00% Reduce -98.9% 6 $531
Brown Brothers Harriman & Co. 0.00% New 5 $442
PSI Advisors, LLC 0.00% No change 4 $354
Concord Wealth Partners 0.00% Reduce -75.0% 2 $214
Bear Mountain Capital, Inc. 0.00% No change 2 $211
Tidemark, LLC 0.00% Reduce -96.2% 2 $178
HM Payson & Co. 0.00% New 2 $177
Carolinas Wealth Consulting LLC 0.00% New 2 $177
TD Private Client Wealth LLC 0.00% Add +100.0% 2 $163
Abound Wealth Management 0.00% Reduce -99.4% 1 $98
Frazier Financial Advisors, LLC 0.00% No change 1 $94
Sachetta, LLC 0.00% New 1 $91
Asset Dedication, LLC 0.00% No change 1 $89
Spotlight Asset Group, Inc. 0.00% No change 1 $88
Capstone Investment Advisors, LLC 0.00% No change 1 $88
Rakuten Securities, Inc. 0.00% No change 1 $88

"% 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.