iShares JP Morgan Usd EmergiEMBETF

13F holders, Q3 2024 (September 30)
833holders +22
83new positions
68sold out
5famous investors
$93.52avg. 13F price*

At the end of Q3 2024, 833 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, up 22 from Q2 2024. 83 opened new positions and 68 sold out. The largest holders were Wells Fargo & Company ($1.7B), Betterment LLC ($816.4M) and Jones Financial Companies LLLP ($718.0M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions83$356.0M
Exits68$203.0M

All 13F filers, Q2 2024 → Q3 2024: 15,473,988 shares bought and 14,699,974 shares sold, net +774,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 833 holders

Wells Fargo & Company 0.40% Add +1.6% 17,789,771 $1.7B
Betterment LLC 1.95% Add +1.8% 8,724,204 $816.4M
Jones Financial Companies LLLP 0.74% Add +0.1% 7,685,425 $718.0M
Wealthfront Advisers LLC 1.67% Add +2.5% 5,819,616 $544.6M
Goldman Sachs Group Inc. 0.10% Add +26.0% 5,334,571 $499.2M
Royal Bank of Canada 0.11% Add +0.2% 5,286,446 $494.7M
JPMorgan Chase & Co. 0.04% Reduce -23.1% 4,735,480 $443.1M
Envestnet Asset Management Inc. 0.13% Add +2.0% 4,351,652 $407.2M
Adventist Health System Sunbelt Healthcare Corp. 16.82% Add +51.7% 4,339,092 $406.1M
Sumitomo Life Insurance Co. 7.03% Add +280.2% 3,827,913 $358.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 2.02% Add +1.3% 3,422,804 $320.3M
Morgan Stanley 0.02% Reduce -9.3% 3,292,435 $308.1M
BlackRock, Inc. 0.01% — 3,272,982 $306.3M
D. E. Shaw & Co. 0.43% Add +10.2% 3,215,300 $300.9M
Bank of America Corp. 0.03% Reduce -12.8% 3,121,641 $292.1M
BNP Paribas Financial Markets 0.22% Add +76.8% 2,385,974 $223.3M
Jane Street Group, LLC 0.34% Reduce -61.9% 2,254,883 $211.0M
Manufacturers Life Insurance Company, The 0.18% Reduce -13.4% 2,180,240 $204.0M
Bessemer Group Inc. 0.32% Add +0.0% 2,061,724 $192.9M
Varma Mutual Pension Insurance Co 1.44% Reduce -24.7% 2,000,000 $181.8M
Assetmark, Inc. 0.51% Reduce -10.4% 1,907,633 $178.5M
Pharo Management, Inc. 98.65% Add +385.3% 1,879,200 $175.9M
Municipal Employees' Retirement System of Michigan 1.91% No change 1,547,548 $144.8M
LPL Financial LLC 0.06% Add +5.7% 1,424,672 $133.3M
Raymond James & Associates 0.07% Reduce -1.8% 1,303,530 $122.0M
Hamilton Capital, LLC 8.93% Add +4.3% 1,325,297 $120.5M
Allspring Global Investments Holdings, LLC 0.16% New 1,115,167 $104.4M
Bank of New York Mellon Corp 0.02% Reduce -2.1% 1,093,731 $102.4M
UBS Group AG 0.03% Reduce -5.9% 1,064,850 $99.6M
Prudential Financial Inc. 0.13% Reduce -14.5% 980,450 $91.8M
Ameriprise Financial Inc. 0.02% Add +13.2% 927,368 $86.8M
Allianz Asset Management GmbH 0.13% Add +17.1% 905,159 $84.7M
1832 Asset Management L.P. 0.14% Reduce -0.8% 896,838 $83.9M
PNC Financial Services Group, Inc. 0.05% Reduce -1.8% 762,545 $71.4M
Citigroup Inc. 0.06% Reduce -46.4% 716,470 $67.0M
SigFig Wealth Management, LLC 2.33% Add +5.6% 688,779 $64.1M
Cwm, LLC 0.23% Reduce -3.0% 583,644 $54.6M
State of Wisconsin Investment Board 0.14% No change 580,000 $54.3M
Flow Traders U.S. LLC 2.74% New 577,601 $54.1M
Tiaa Trust, National Association 0.15% Reduce -57.7% 536,407 $50.2M
Neuberger Berman Group LLC 0.04% Reduce -10.9% 500,523 $46.8M
Deutsche Bank AG 0.02% Add +1.3% 471,756 $44.1M
Envestnet Portfolio Solutions, Inc. 0.14% Reduce -0.6% 450,929 $42.2M
Janus Henderson Group PLC 0.02% Reduce -1.7% 439,181 $41.1M
Cetera Investment Advisers 0.09% Add +0.1% 415,468 $38.9M
Susquehanna International Group Ltd. 8.07% Reduce -59.9% 407,463 $38.1M
Susquehanna International Group, LLP 0.07% Reduce -59.0% 403,697 $37.8M
Savant Capital, LLC 0.31% Reduce -1.1% 403,644 $37.8M
Venturi Wealth Management, LLC 1.76% Reduce -26.2% 359,241 $33.6M
OneDigital Investment Advisors LLC 0.38% Reduce -7.6% 354,405 $33.2M
FUKOKU MUTUAL LIFE INSURANCE Co 2.27% No change 340,000 $31.8M
HSBC Holdings PLC 0.02% Add +0.5% 339,580 $31.8M
Bank Julius Baer & Co. Ltd, Zurich 0.11% Add +63.4% 282,301 $31.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +3.6% 324,300 $30.3M
Sei Investments Co. 0.04% Reduce -17.9% 323,425 $30.3M
Country Trust Bank 0.71% Reduce -0.0% 310,822 $29.1M
MML Investors Services, LLC 0.11% Add +16.3% 308,925 $28.9M
Financial Sense Advisors, Inc. 7.90% Add +2365.5% 306,041 $28.6M
HighTower Advisors, LLC 0.04% Reduce -2.7% 300,785 $28.1M
Victory Capital Management Inc. 0.03% Add +111.6% 283,227 $26.5M
Howard Capital Management, LLC 0.43% New 279,798 $26.2M
Alliancebernstein L.P. 0.01% Reduce -41.2% 262,307 $24.5M
Pictet Asset Management Holding SA 0.03% Add +27.0% 262,549 $24.5M
Asset Management One Co., Ltd. 0.08% Add +6.2% 250,461 $23.4M
Centiva Capital, LP 1.06% New 250,000 $23.4M
Invst, LLC 2.73% Reduce -6.0% 240,809 $22.5M
Osaic Holdings, Inc. 0.05% Reduce -21.4% 237,815 $22.3M
Greystone Financial Group, LLC 3.92% Add +2.0% 234,167 $21.9M
Old Mission Capital LLC 0.48% Add +209.0% 232,565 $21.8M
Retirement Investment Advisors, Inc. 2.36% Add +5.6% 231,274 $21.6M
Florin Court Capital LLP 17.13% New 227,600 $21.3M
Stairway Partners, LLC 1.32% Reduce -10.0% 220,878 $20.7M
Checchi Capital Advisers, LLC 1.54% Add +2.7% 220,444 $20.6M
Washington Trust Bank 1.95% Add +1.6% 217,727 $20.4M
Capula Management Ltd 0.25% New 213,929 $20.0M
Towercrest Capital Management 3.19% Reduce -0.4% 211,754 $19.8M
Baker Avenue Asset Management, LP 0.62% Add +557.2% 207,459 $19.4M
SageView Advisory Group, LLC 0.96% New 202,976 $19.0M
TD Asset Management Inc 0.02% Reduce -11.4% 198,900 $18.6M
Equitable Holdings, Inc. 0.18% Add +7.1% 194,661 $18.2M
Janney Montgomery Scott LLC 0.05% Reduce -17.6% 194,115 $18.2M
First Hawaiian Bank 0.57% Add +0.3% 189,343 $17.7M
Park Avenue Securities LLC 0.20% Reduce -1.9% 189,176 $17.7M
Stifel Financial Corp. 0.02% Add +9.6% 181,192 $17.0M
Invesco Ltd. 0.00% Reduce -24.8% 180,468 $16.9M
Trek Financial, LLC 1.25% Reduce -10.8% 178,738 $16.7M
Great Valley Advisor Group, Inc. 0.41% Add +1.3% 177,792 $16.6M
Ocean Park Asset Management, LLC 0.72% New 174,220 $16.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +1.7% 170,840 $16.0M
BLB&B Advisors, LLC 0.81% Add +13.3% 168,963 $15.8M
Pure Financial Advisors, LLC 0.37% Add +4.5% 166,796 $15.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Reduce -21.3% 165,909 $15.5M
Rwa Wealth Partners, LLC 0.19% Add +314.9% 165,050 $15.4M
Mariner, LLC 0.03% Reduce -2.8% 155,685 $14.6M
Cannon Financial Strategists, Inc. 2.54% Reduce -2.9% 155,549 $14.6M
Spire Wealth Management 0.47% Reduce -1.2% 148,610 $13.9M
Point72 Asset Management 0.05% No change 145,956 $13.7M
Nomura Asset Management Co. Ltd. 0.04% Reduce -11.4% 144,882 $13.6M
Citadel Advisors 0.01% Reduce -17.3% 144,523 $13.5M
Stevens Capital Management LP 1.91% Add +1295.4% 143,043 $13.4M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -2.6% 142,731 $13.4M
Mackenzie Financial Corp. 0.02% Reduce -22.3% 141,040 $13.2M
Capital Insight Partners, LLC 2.28% Add +91.9% 139,217 $13.0M
Strategic Investment Advisors / MI 1.41% Add +14.0% 137,672 $12.9M
United Capital Financial Advisors, LLC 0.10% Reduce -19.5% 132,060 $12.4M
NewEdge Advisors, LLC 0.08% Reduce -12.4% 131,143 $12.3M
Meeder Asset Management Inc. 0.79% No change 127,104 $11.9M
Vontobel Holding Ltd. 0.04% Add +0.4% 122,180 $11.4M
Sanctuary Advisors, LLC 0.07% Reduce -17.1% 124,416 $11.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +8.7% 120,129 $11.2M
Avantax Advisory Services, Inc. 0.07% Add +7.7% 118,874 $11.1M
Oxbow Advisors, LLC 1.12% Reduce -0.8% 117,332 $11.0M
Alliance Wealth Management Group 2.84% Add +4.6% 113,926 $10.7M
BNP Paribas 0.43% Add +98.1% 111,308 $10.4M
Truist Financial Corp. 0.02% Reduce -11.4% 108,625 $10.2M
Citizens & Northern Corp. 3.05% Add +5.3% 108,602 $10.2M
Full Sail Capital, LLC 0.65% Reduce -3.5% 107,998 $10.1M
Idaho Trust Co 4.85% Add +0.8% 107,487 $10.1M
Millennium Management 0.01% Reduce -46.8% 105,917 $9.9M
Commerce Bank 0.06% Add +2.2% 104,769 $9.8M
CreativeOne Wealth, LLC 0.33% Add +66.1% 102,492 $9.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +20.9% 102,188 $9.6M
Busey Bank 0.31% Reduce -4.2% 101,131 $9.5M
Ellevest, Inc. 0.52% Add +7.7% 100,418 $9.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.64% Add +173.9% 99,700 $9.3M
Probity Advisors, Inc. 1.78% Reduce -8.1% 99,521 $9.3M
Commonwealth Equity Services, LLC 0.01% Add +13.7% 97,008 $9.1M
Schroder Investment Management Group 0.01% Reduce -0.4% 93,845 $8.8M
CFS Investment Advisory Services, LLC 0.73% Add +4.8% 92,324 $8.6M
Occidental Asset Management, LLC 1.39% Add +3.2% 92,188 $8.6M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -46.5% 90,295 $8.4M
Syon Capital LLC 0.75% Add +6.7% 90,282 $8.4M
Jefferies Financial Group Inc. 0.15% New 90,179 $8.4M
Rinkey Investments 2.73% Add +0.3% 90,132 $8.4M
J.Safra Asset Management Corp 0.79% Add +6.0% 89,551 $8.4M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.9% 89,402 $8.4M
Estate Counselors, LLC 0.85% Reduce -1.2% 87,650 $8.2M
Townsquare Capital LLC 0.10% Reduce -7.9% 87,022 $8.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +35.0% 86,809 $8.1M
FMR LLC 0.00% Add +19.5% 85,923 $8.0M
First Command Advisory Services, Inc. 0.08% New 85,804 $8.0M
Omega Financial Group, LLC 2.95% Add +3.7% 83,154 $7.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 83,141 $7.8M
Apella Capital, LLC 0.32% Add +18.0% 83,090 $7.7M
SMI Advisory Services, LLC 1.70% Add +2.4% 83,032 $7.7M
Dai-ichi Life Holdings, Inc. 8.99% Reduce -7.3% 82,138 $7.7M
Financial Advocates Investment Management 0.43% Add +71.0% 78,883 $7.5M
Comerica Bank 0.03% Reduce -4.3% 73,499 $6.9M
CI Investments Inc. 0.03% Add +23.1% 72,583 $6.8M
Advocacy Wealth Management, LLC 0.53% Add +8.6% 72,552 $6.8M
NorthCoast Asset Management LLC 0.05% Add +70.0% 74,017 $6.8M
Crabel Capital Management, LLC 4.66% Add +99.2% 70,819 $6.6M
Peak Financial Advisors LLC 3.35% Reduce -1.2% 69,657 $6.5M
Monument Capital Management 1.77% Reduce -2.0% 68,485 $6.4M
Cerity Partners LLC 0.01% Reduce -2.3% 68,172 $6.4M
Forefront Analytics, LLC 2.99% Add +1.4% 67,741 $6.3M
Scotia Capital Inc. 0.03% Add +5.5% 67,542 $6.3M
Vestmark Advisory Solutions, Inc. 0.23% Add +1.7% 66,507 $6.2M
Custos Family Office, LLC 2.25% Add +8.3% 66,264 $6.2M
Stonehearth Capital Management, LLC 2.40% Add +0.5% 64,487 $6.0M
&partners 0.12% Add +50.7% 63,973 $6.0M
Berger Financial Group, Inc 0.42% Add +5.5% 62,595 $5.9M
Founders Financial Securities LLC 0.54% Reduce -7.0% 62,471 $5.8M
Nwam LLC 0.36% New 62,295 $5.8M
Horizon Investments, LLC 0.15% Reduce -7.0% 62,427 $5.8M
Foster & Motley Inc. 0.36% Reduce -19.3% 61,313 $5.7M
National Bank of Canada 0.01% Reduce -24.0% 60,826 $5.7M
Integrated Advisors Network LLC 0.27% Add +4.2% 60,432 $5.7M
Fairview Capital Investment Management, LLC 0.30% Reduce -8.1% 60,074 $5.6M
Vise Technologies, Inc. 0.71% Add +3.2% 60,033 $5.6M
Atria Wealth Solutions, Inc. 0.06% Reduce -9.3% 59,593 $5.6M
Financial Alternatives, Inc 3.84% Add +0.0% 58,322 $5.5M
Plan Group Financial, LLC 2.81% Add +7.6% 56,801 $5.3M
Mercer Global Advisors Inc. 0.01% Reduce -20.3% 55,334 $5.2M
Russell Investments Group, Ltd. 0.01% Add +19.5% 54,459 $5.1M
Jmac Enterprises LLC 0.79% Add +14.2% 53,076 $5.0M
Citizens Financial Group Inc. 0.10% Reduce -3.5% 52,335 $4.9M
Alternative Investment Advisors, LLC. 2.57% Add +2.7% 52,243 $4.9M
CoreCap Advisors, LLC 0.23% New 52,130 $4.9M
Ashton Thomas Private Wealth, LLC 0.26% Add +10.9% 51,988 $4.9M
Rovin Capital /Ut/ 1.80% Reduce -11.8% 51,922 $4.9M
Ascent Group, LLC 0.37% Add +3.1% 51,617 $4.8M
Caisse de depot et placement du Quebec 0.01% No change 51,584 $4.8M
Atria Investments, Inc 0.06% Add +4.8% 51,481 $4.8M
BlueSky Wealth Advisors, LLC 0.75% Reduce -1.9% 51,476 $4.8M
Heritage Family Offices, LLP 2.43% Reduce -0.1% 50,323 $4.7M
Barclays PLC 0.00% Reduce -86.6% 50,128 $4.7M
BlueCrest Capital Management Ltd 2.33% New 50,000 $4.7M
US Bancorp \de 0.01% Reduce -2.4% 49,889 $4.7M
Principal Securities, Inc. 0.11% Add +3.0% 48,923 $4.6M
Guggenheim Capital LLC 0.03% Reduce -2.8% 48,909 $4.6M
AE Wealth Management LLC 0.04% Reduce -16.4% 48,113 $4.5M
Horst & Graben Wealth Management LLC 0.79% Reduce -0.3% 46,890 $4.4M
Paragon Advisors, LLC 1.40% Add +5.2% 45,982 $4.3M
Balyasny Asset Management L.P. 0.01% New 44,976 $4.2M
Trivium Point Advisory, LLC 0.58% Reduce -1.0% 46,251 $4.2M
Randall & Associates Wealth Management 3.42% Add +3.4% 44,573 $4.2M
Logan Stone Capital, LLC 1.03% Add +24.1% 44,108 $4.1M
CW Advisors, LLC 0.05% Reduce -8.2% 43,117 $4.0M
Nvwm, LLC 1.02% Add +3.3% 42,779 $4.0M
Islay Capital Management, LLC 2.69% Add +2.8% 42,534 $4.0M
Inscription Capital, LLC 0.59% Reduce -9.8% 42,140 $3.9M
Wharton Business Group, LLC 0.18% Reduce -0.3% 42,090 $3.9M
JB Capital LLC 0.23% Add +0.7% 42,007 $3.9M
iA Global Asset Management Inc. 0.07% Add +0.3% 41,551 $3.9M
Vicus Capital 0.34% Add +6.8% 41,332 $3.9M
Parallel Advisors, LLC 0.09% Reduce -11.8% 41,135 $3.8M
Two Sigma Investments, LP 0.01% New 40,700 $3.8M
Corient Private Wealth LP 0.01% Add +1.5% 40,135 $3.8M
Mma Asset Management LLC 1.00% Add +180.4% 43,250 $3.7M
Modera Wealth Management, LLC 0.05% Reduce -4.1% 39,551 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +7.2% 39,256 $3.7M
Alliance Wealth Advisors, LLC 0.96% Reduce -8.7% 39,179 $3.7M
Transamerica Financial Advisors, LLC 0.36% Reduce -10.6% 38,992 $3.6M
RFG Advisory, LLC 0.11% Add +49.1% 38,610 $3.6M
HTLF Bank 0.39% Add +18.0% 38,138 $3.6M
Insight Wealth Strategies, LLC 0.47% Add +0.3% 37,981 $3.6M
SteelPeak Wealth, LLC 0.16% Add +0.0% 37,889 $3.5M
Central Bank & Trust Co. 0.48% Reduce -0.5% 37,377 $3.5M
Regions Financial Corp. 0.03% Add +0.7% 37,072 $3.5M
Private Wealth Advisors, LLC 1.41% Add +0.4% 36,937 $3.5M
KFG Wealth Management, LLC 0.75% Reduce -29.5% 36,813 $3.4M
Kestra Advisory Services, LLC 0.02% Reduce -5.7% 36,789 $3.4M
Kelly Financial Services LLC 1.25% Reduce -0.6% 36,347 $3.4M
JT Stratford LLC 0.57% Add +2.7% 35,787 $3.3M
Thrivent Financial for Lutherans 0.01% Add +59.8% 35,775 $3.3M
Steward Partners Investment Advisory, LLC 0.03% Add +2.1% 35,719 $3.3M
Wrapmanager Inc. 0.86% Add +2.3% 35,632 $3.3M
Keybank National Association 0.01% Reduce -2.7% 35,608 $3.3M
Integrated Wealth Concepts LLC 0.04% Reduce -8.3% 35,081 $3.3M
IFP Advisors, Inc 0.12% Add +0.8% 34,752 $3.3M
First Merchants Corp. 0.12% Reduce -0.5% 34,708 $3.2M
Alera Investment Advisors, LLC 0.38% Add +1.4% 34,394 $3.2M
Hancock Whitney Corp. 0.10% Add +3.8% 33,938 $3.2M
Insight Wealth Partners, LLC 1.93% Add +3.4% 33,805 $3.2M
LifePlan Investment Advisors, Inc. 2.02% Add +4.3% 33,780 $3.2M
New Republic Capital, LLC 1.81% Reduce -2.1% 33,674 $3.2M
Focus Partners Wealth 0.01% Reduce -29.9% 33,672 $3.2M
Schonfeld Strategic Advisors LLC 0.03% Reduce -87.2% 33,587 $3.1M
GenTrust, LLC 0.15% Reduce -0.4% 33,397 $3.1M
Van Hulzen Asset Management, LLC 0.22% Add +34.9% 32,533 $3.0M
Versant Capital Management, Inc 0.69% Add +1.6% 32,478 $3.0M
Impact Partnership Wealth, LLC 0.68% Add +34.1% 32,368 $3.0M
Verdence Capital Advisors LLC 0.24% Add +2.4% 32,110 $3.0M
Franklin Resources Inc. 0.00% Add +11.6% 32,408 $3.0M
Sharkey, Howes & Javer 0.42% Add +4.3% 31,818 $3.0M
Colton Groome Financial Advisors, LLC 1.09% Add +4.1% 31,020 $2.9M
Hilltop Holdings Inc. 0.19% Add +39.0% 30,619 $2.9M
Sykon Capital LLC 1.00% Reduce -25.4% 30,325 $2.8M
My Legacy Advisors, LLC 1.11% Reduce -15.4% 30,082 $2.8M
Strategic Blueprint, LLC 0.17% Add +1.2% 29,966 $2.8M
Scarborough Advisors, LLC 0.45% New 29,653 $2.8M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -7.1% 29,196 $2.7M
Nations Financial Group Inc, /Ia/ 0.20% Add +1.2% 29,058 $2.7M
Liberty Wealth Management LLC 0.46% Reduce -63.8% 29,057 $2.7M
Agilis Partners LLC 0.76% Add +10.8% 28,845 $2.7M
Great Diamond Partners, LLC 0.67% Reduce -0.4% 28,029 $2.6M
Blackhawk Capital Partners, LLC 1.40% Add +1.9% 27,968 $2.6M
Mount Lucas Management LP 0.88% Add +3.4% 27,567 $2.6M
High Falls Advisors, Inc 0.59% Add +0.3% 27,410 $2.6M
GAMMA Investing LLC 0.24% Add +112.1% 26,014 $2.4M
Sharper & Granite LLC 1.08% Reduce -12.2% 25,874 $2.4M
Principal Financial Group Inc. 0.00% Reduce -30.9% 25,650 $2.4M
Guidance Capital, Inc. 0.74% Add +16.3% 25,554 $2.4M
Peapack Gladstone Financial Corp. 0.03% Add +8.8% 24,922 $2.3M
Park Edge Advisors, LLC 0.66% Add +48.6% 24,715 $2.3M
Banco Santander, S.A. 0.03% Reduce -7.7% 24,455 $2.3M
Baird Financial Group, Inc. 0.00% Add +10.7% 24,181 $2.3M
Concourse Financial Group Securities, Inc. 0.13% Add +0.2% 24,083 $2.3M
Dynamic Wealth Strategies, LLC 1.82% Add +0.4% 23,863 $2.2M
Edmond DE Rothschild Holding S.A. 0.04% No change 23,752 $2.2M
Saxony Capital Management, LLC 2.03% Add +0.7% 23,645 $2.2M
Evergreen Capital Management LLC 0.07% No change 23,218 $2.2M
MIdWestOne Financial Group, Inc. 0.30% Add +16.3% 22,951 $2.1M
Clear Creek Financial Management, LLC 0.24% Add +26.1% 22,817 $2.1M
CENTRAL TRUST Co 0.05% Reduce -11.4% 22,769 $2.1M
Trajan Wealth LLC 0.12% Reduce -0.9% 22,332 $2.1M
Prudent Investors Network, Inc. 0.64% Reduce -90.9% 22,321 $2.1M
Martel Wealth Advisors LLC 0.42% Add +1.4% 22,250 $2.1M
Stokes Family Office, LLC 0.22% Add +3.6% 21,925 $2.1M
Farther Finance Advisors, LLC 0.08% Add +22.4% 21,918 $2.1M
Spectrum Wealth Counsel, LLC 0.24% Add +34.2% 21,894 $2.0M
VestGen Investment Management 0.57% Reduce -3.4% 21,857 $2.0M
Brookstone Capital Management 0.03% Reduce -12.4% 21,481 $2.0M
EP Wealth Advisors, LLC 0.02% Add +6.4% 21,114 $2.0M
Stone House Investment Management, LLC 0.40% Reduce -6.9% 20,921 $2.0M
FFG Retirement Advisors LLC 1.27% Reduce -5.0% 20,913 $2.0M
Austin Private Wealth, LLC 0.19% Add +3.0% 20,898 $2.0M
TSA Wealth Managment LLC 0.78% Add +1.1% 20,644 $1.9M
Kelman-Lazarov, Inc. 0.33% Add +4.2% 20,574 $1.9M
Farrell Financial LLC 1.34% Add +11.7% 20,742 $1.9M
Axiom Advisory, LLC 0.02% Add +28.7% 20,670 $1.9M
Braun-Bostich & Associates Inc. 1.28% Add +2.7% 19,694 $1.8M
Moors & Cabot, Inc. 0.09% Add +3.3% 19,494 $1.8M
Cardinal Strategic Wealth Guidance 0.60% Reduce -0.3% 19,487 $1.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -1.1% 19,326 $1.8M
Captrust Financial Advisors 0.01% Reduce -4.9% 19,290 $1.8M
Ally Invest Advisors Inc. 0.16% Add +5.5% 19,007 $1.8M
Choreo, LLC 0.03% Reduce -6.3% 18,880 $1.8M
ONE Advisory Partners, LLC 0.77% Reduce -0.4% 18,644 $1.7M
IHT Wealth Management, LLC 0.05% Add +53.0% 18,597 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +24.0% 18,572 $1.7M
Kestra Private Wealth Services, LLC 0.03% Add +215.7% 18,271 $1.7M
Regal Investment Advisors LLC 0.12% Add +29.4% 18,128 $1.7M
Mather Group, Llc. 0.02% Reduce -41.1% 17,911 $1.7M
Ariadne Wealth Management, LP 0.91% No change 18,306 $1.7M
Stephenson & Company, Inc. 1.13% Add +4.5% 17,808 $1.7M
AdvisorNet Financial, Inc 0.12% Add +7.2% 17,786 $1.7M
Blue Trust, Inc. 0.02% Reduce -28.0% 18,811 $1.7M
Csenge Advisory Group 0.09% Add +3.2% 17,874 $1.6M
Private Portfolio Partners LLC 0.31% New 17,552 $1.6M
Beacon Financial Group 0.18% Add +9.3% 17,484 $1.6M
Shore Point Advisors, LLC 0.87% Reduce -7.1% 17,357 $1.6M
Summit X, LLC 0.39% Reduce -6.5% 18,301 $1.6M
Simplicity Wealth,LLC 0.15% Add +2.5% 17,230 $1.6M
LFA - Lugano Financial Advisors SA 1.08% Add +7.1% 16,957 $1.6M
Evolution Wealth Advisors, LLC 0.28% Add +1.8% 16,834 $1.6M
Merit Financial Group, LLC 0.04% Reduce -19.8% 16,818 $1.6M
Private Advisor Group, LLC 0.01% Reduce -4.9% 16,712 $1.6M
Johnson Financial Group, Inc. 0.07% Add +6.1% 16,605 $1.6M
Nilsine Partners, LLC 0.20% New 16,399 $1.5M
PAX Financial Group, LLC 0.27% Reduce -3.9% 16,223 $1.5M
American Financial Advisors, LLC 0.21% Reduce -4.5% 16,198 $1.5M
Alterna Wealth Management, Inc. 1.36% Add +6.4% 16,156 $1.5M
LexAurum Advisors, LLC 0.33% Add +3.5% 16,139 $1.5M
Dark Forest Capital Management LP 0.19% Reduce -15.2% 15,998 $1.5M
Summit Financial, LLC 0.06% Add +10.7% 15,946 $1.5M
Sage Financial Group Inc. 0.12% Reduce -19.5% 15,941 $1.5M
Pettinga Financial Advisors LLC 0.35% Add +0.0% 15,933 $1.5M
World Investment Advisors 0.05% Add +404.7% 15,887 $1.5M
One Wealth Advisors, LLC 0.23% New 15,859 $1.5M
Crossmark Global Holdings, Inc. 0.03% No change 15,795 $1.5M
Unison Advisors LLC 0.18% Add +2.8% 15,756 $1.5M
Icon Wealth Advisors, LLC 0.12% Add +0.7% 15,323 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -2.6% 15,315 $1.4M
Prosperity Consulting Group, LLC 0.11% New 15,284 $1.4M
Cornerstone Wealth Group, LLC 0.12% Add +2.7% 15,089 $1.4M
Garden State Investment Advisory Services LLC 0.45% Add +4.9% 15,013 $1.4M
Patriot Investment Management Group, Inc. 0.10% Reduce -3.2% 15,033 $1.4M
CKW Financial Group 0.17% Add +3.7% 14,741 $1.4M
Arrow Investment Advisors, LLC 1.28% No change 14,695 $1.4M
US Financial Advisors, LLC 0.42% Add +1.3% 14,433 $1.4M
Barden Capital Management, Inc. 1.19% Add +11.7% 14,433 $1.4M
Engineers Gate Manager LP 0.03% New 14,386 $1.3M
Future Financial Wealth Managment LLC 0.96% Add +5.8% 14,355 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.8% 14,322 $1.3M
Orion Portfolio Solutions, LLC 0.01% Reduce -8.8% 14,322 $1.3M
Matisse Capital 0.65% Add +0.0% 14,304 $1.3M
Bay Harbor Wealth Management, LLC 0.43% Reduce -0.6% 14,230 $1.3M
Norden Group LLC 0.15% Reduce -2.0% 13,929 $1.3M
Advisory Services Network, LLC 0.03% No change 14,532 $1.3M
Sowell Financial Services LLC 0.06% Reduce -7.3% 13,625 $1.3M
Redhawk Wealth Advisors, Inc. 0.18% Reduce -4.6% 13,391 $1.3M
Geneos Wealth Management Inc. 0.05% Add +111.1% 13,359 $1.3M
Natixis 0.01% Add +102.3% 13,212 $1.2M
Goldstone Financial Group, LLC 0.21% Add +18.9% 13,020 $1.2M
Hexagon Capital Partners LLC 0.24% Reduce -0.6% 13,008 $1.2M
SG Americas Securities, LLC 0.00% Reduce -0.4% 12,754 $1.2M
Gries Financial LLC 0.22% Add +0.8% 12,637 $1.2M
Bank of Montreal 0.00% Add +134.7% 12,581 $1.2M
Triad Wealth Partners, LLC 0.62% Add +8792.2% 12,538 $1.2M
Shared Vision Wealth Group LLC 0.62% Reduce -0.7% 12,458 $1.2M
Mutual Advisors, LLC 0.03% Add +32.1% 12,754 $1.2M
Prudential PLC 0.01% No change 12,410 $1.2M
Trustmark Bank Trust Department 0.09% No change 12,388 $1.2M
Venture Visionary Partners LLC 0.05% Reduce -4.0% 12,183 $1.1M
Intellectus Partners, LLC 0.29% Reduce -1.5% 11,983 $1.1M
New Potomac Partners, LLC 0.58% Reduce -0.9% 11,967 $1.1M
Aletheian Wealth Advisors LLC 0.65% Add +5.8% 11,932 $1.1M
Crewe Advisors LLC 0.13% Add +6.4% 11,917 $1.1M
Raymond James Trust N.A. 0.02% Add +4.6% 11,865 $1.1M
TNF LLC 0.39% Reduce -0.7% 11,991 $1.1M
Verus Capital Partners, LLC 0.11% Reduce -35.1% 11,591 $1.1M
Manning & Napier Advisors LLC 0.01% Reduce -3.2% 11,582 $1.1M
Penobscot Wealth Management 0.58% Reduce -7.5% 11,515 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +2.0% 11,434 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -16.1% 11,389 $1.1M
Diversified, LLC 0.12% Add +8.0% 11,355 $1.1M
Diversified Enterprises, LLC 0.12% — 11,355 $1.1M
Advus Financial Partners, LLC 0.30% Add +8.2% 11,297 $1.1M
Journey Strategic Wealth LLC 0.04% Reduce -0.2% 11,220 $1.0M
GeoWealth Management, LLC 0.04% Reduce -13.2% 10,895 $1.0M
Gridiron Partners, LLC 0.61% No change 10,790 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% New 10,768 $1.0M
BKM Wealth Management, LLC 0.41% Add +1.6% 10,653 $997K
Cypress Wealth Services, LLC 0.21% Reduce -1.0% 10,604 $992K
Murphy, Middleton, Hinkle & Parker, Inc. 0.53% Reduce -12.6% 10,576 $990K
Klaas Financial Asset Advisors, LLC 0.17% Add +4.1% 10,539 $986K
Perigon Wealth Management, LLC 0.03% Reduce -55.3% 10,485 $981K
Sunbelt Securities, Inc. 0.10% Add +35.4% 10,450 $978K
Creative Planning 0.00% Add +11.4% 10,407 $974K
Coppell Advisory Solutions LLC 0.14% Add +24.3% 10,422 $974K
City State Bank 0.35% Reduce -4.2% 10,395 $973K
WealthShield Partners, LLC 0.13% Reduce -0.8% 10,387 $972K
Northern Trust Corp. 0.00% Reduce -9.6% 10,234 $958K
Exencial Wealth Advisors, LLC 0.03% Reduce -6.5% 10,210 $955K
Wolf Group Capital Advisors 0.45% Reduce -18.2% 10,932 $946K
Chesapeake Capital Corp. 0.85% Add +27.9% 10,009 $935K
True Vision MN LLC 0.56% Add +6.3% 9,976 $934K
Tidal Investments LLC 0.01% Add +27.7% 10,009 $933K
TFB Advisors LLC 0.28% Reduce -7.6% 9,912 $928K
Continuum Advisory, LLC 0.12% Add +5.2% 10,029 $908K
Ascentis Independent Advisors 0.14% New 9,684 $906K
Cape Cod Five Cents Savings Bank 0.08% Reduce -6.5% 9,610 $899K
Centurion Wealth Management LLC 0.28% — 9,337 $874K
FDx Advisors, Inc. 0.24% Reduce -10.8% 9,331 $873K
Cyndeo Wealth Partners, LLC 0.06% Add +16.1% 9,322 $872K
Waverly Advisors, LLC 0.02% Reduce -0.2% 9,250 $866K
OxenFree Capital LLC 0.67% Add +3.7% 9,144 $856K
Foundations Investment Advisors, LLC 0.02% Add +8.7% 9,139 $855K
Signet Financial Management, LLC 0.11% Reduce -0.1% 9,046 $847K
Quadrant Private Wealth Management, LLC 0.21% Add +19.4% 9,041 $846K
First Trust Advisors LP 0.00% Reduce -41.4% 9,034 $845K
Apeiron RIA LLC 0.24% Reduce -2.5% 9,009 $843K
Curtis Advisory Group, LLC 0.24% New 8,992 $841K
Motiv8 Investments LLC 0.56% Add +11.1% 8,938 $836K
Keystone Financial Services 0.32% Reduce -2.1% 8,912 $834K
Security Financial Services, INC. 0.17% Reduce -1.6% 8,902 $833K
Global Retirement Partners, LLC 0.03% Add +18.8% 8,855 $829K
Freedom Investment Management, Inc. 0.07% Reduce -5.3% 8,817 $825K
Focus Financial Network, Inc. 0.03% Reduce -0.5% 8,623 $807K
Titan Global Capital Management USA LLC 0.12% Add +16.2% 8,546 $800K
CIBC Private Wealth Group LLC 0.00% Add +136.3% 8,434 $789K
Worth Financial Advisory Group, LLC 0.46% Add +1.1% 8,411 $787K
ShoreHaven Wealth Partners, LLC 0.38% Add +1.0% 8,370 $783K
EFG Asset Management (Americas) Corp. 0.15% Reduce -5.5% 8,360 $782K
Defined Wealth Management, LLC 0.51% Add +2.1% 8,347 $781K
First Horizon Advisors, Inc. 0.02% Add +7.4% 8,323 $779K
Alesco Advisors, LLC, An ESL Co 0.02% No change 8,305 $777K
Voya Financial Advisors, Inc. 0.08% Add +25.6% 8,314 $777K
Gateway Wealth Partners, LLC 0.21% Add +8.0% 8,265 $773K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -56.2% 8,252 $772K
New England Private Wealth Advisors LLC 0.12% Reduce -4.1% 8,171 $765K
Richardson Financial Services Inc. 0.48% No change 8,626 $763K
Diversify Advisory Services, LLC 0.04% Reduce -17.3% 8,304 $758K
Clearstead Advisors, LLC 0.01% Reduce -10.9% 8,092 $757K
ORG Partners LLC 0.12% Reduce -5.4% 7,965 $747K
Innealta Capital, LLC 0.30% Reduce -1.2% 7,895 $739K
Edgestream Partners, L.P. 0.03% New 7,800 $730K
Quartz Partners, LLC 0.46% — 7,787 $729K
Avior Wealth Management, LLC 0.03% Add +15.7% 7,731 $724K
Certuity, LLC 0.08% Reduce -2.9% 7,690 $720K
Strategic Financial Services, Inc. 0.04% Reduce -0.9% 7,632 $714K
Rosenberg Matthew Hamilton 0.19% Add +9.2% 7,630 $714K
Snowden Capital Advisors LLC 0.02% Add +4.0% 7,622 $713K
Life Planning Partners, Inc 0.64% Reduce -11.6% 7,607 $712K
West Wealth Group, LLC 0.23% Reduce -6.8% 7,476 $700K
Larson Financial Group LLC 0.04% Reduce -16.1% 7,424 $695K
MMBG Investment Advisors Co. 0.07% Add +112.1% 7,423 $695K
Stratos Wealth Advisors, LLC 0.03% Add +0.4% 7,382 $691K
Arcus Capital Partners, LLC 0.25% Add +1.3% 7,363 $689K
Sage Advisory Services, Ltd.Co. 0.19% No change 7,777 $688K
Certus Wealth Management, LLC 0.48% Add +9.5% 7,297 $683K
Insigneo Advisory Services, LLC 0.07% Add +7.3% 7,265 $680K
Apollon Wealth Management, LLC 0.02% Reduce -16.0% 7,217 $675K
American Financial & Tax Strategies Inc. 0.34% Reduce -1.0% 7,177 $672K
Unique Wealth Strategies, LLC 0.29% Reduce -12.6% 7,172 $671K
Net Worth Advisory Group 0.20% — 7,167 $671K
Tsfg, LLC 0.15% Add +5.7% 7,128 $667K
CIBC Asset Management Inc 0.00% No change 7,044 $659K
Copperleaf Capital, LLC 0.50% Reduce -3.8% 7,012 $656K
Independent Financial Group, LLC 0.02% Add +20.3% 6,947 $650K
Stratos Wealth Partners, LTD. 0.01% Reduce -28.4% 6,943 $650K
Portside Wealth Group, LLC 0.11% Add +12.0% 6,918 $647K
Morningstar Investment Services LLC 0.01% Add +13.8% 6,887 $643K
Running Point Capital Advisors, LLC 0.25% No change 6,864 $642K
Parallax Volatility Advisers, L.P. 0.02% New 6,848 $641K
Capital Analysts, LLC 0.03% Add +48.3% 6,786 $635K
Elevation Point Wealth Partners, LLC 0.06% Add +3.4% 6,772 $634K
White Lighthouse Investment Management Inc. 0.11% Reduce -2.5% 6,771 $634K
Endowment Wealth Management, Inc. 0.41% Add +3.6% 6,728 $630K
Ashton Thomas Securities, LLC 0.12% Add +7.4% 6,685 $626K
Hoxton Planning & Management, LLC 0.23% Add +39.5% 6,449 $604K
Quadrature Capital Ltd 0.01% New 6,265 $586K
Dorsey Wright & Associates 0.14% Reduce -8.8% 6,254 $585K
Rockingstone Advisors LLC 0.28% Reduce -4.1% 6,199 $580K
Capasso Planning Partners LLC 0.17% New 6,176 $578K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.6% 6,167 $577K
Stock Yards Bank & Trust Co. 0.02% Reduce -4.3% 6,103 $571K
Frisch Financial Group, Inc. 0.17% Reduce -0.0% 6,038 $565K
Signal Advisors Wealth, LLC 0.08% New 6,002 $562K
Tradition Wealth Management, LLC 0.05% Add +1.6% 5,963 $558K
ARK & TLK Investments, LLC 0.20% No change 5,892 $551K
Resona Asset Management Co.,Ltd. 0.00% Add +47.5% 5,900 $551K
Blue Fin Capital, Inc. 0.10% Reduce -2.5% 5,866 $549K
Ferguson Shapiro LLC 0.20% Reduce -5.1% 5,862 $549K
ExodusPoint Capital Management, LP 0.01% Reduce -38.0% 5,593 $523K
Koshinski Asset Management, Inc. 0.04% Add +8.0% 5,510 $516K
Argent Trust Co 0.02% Add +21.1% 5,493 $514K
Oppenheimer & Co. Inc. 0.01% Reduce -7.1% 5,447 $510K
Wealth Alliance, LLC 0.06% Add +1.5% 5,446 $510K
Fort Washington Investment Advisors Inc. 0.00% No change 5,430 $508K
Mayflower Financial Advisors, LLC 0.08% Add +3.5% 5,402 $506K
Spectrum Planning & Advisory Services Inc. 0.48% Reduce -1.1% 5,392 $505K
Dimension Capital Management LLC 0.09% No change 5,367 $502K
HCR Wealth Advisors 0.07% No change 5,337 $499K
Sugarloaf Wealth Management, LLC 0.08% Reduce -3.4% 5,282 $494K
Concurrent Investment Advisors, LLC 0.01% Reduce -44.6% 5,266 $493K
Activest Wealth Management 0.15% Reduce -2.9% 5,250 $491K
AlTi Global, Inc. 0.01% Reduce -10.3% 5,222 $489K
Good Life Advisors, LLC 0.03% New 5,182 $485K
Savvy Advisors, Inc. 0.10% Add +47.4% 5,108 $478K
Insight Advisors, LLC/ PA 0.08% Add +3.5% 5,038 $471K
Affinity Capital Advisors, LLC 0.09% Reduce -2.4% 4,989 $467K
Wealthstream Advisors, Inc. 0.08% Add +0.8% 4,980 $466K
Belpointe Asset Management LLC 0.03% Add +2381.4% 4,938 $462K
Dynamic Advisor Solutions LLC 0.01% Reduce -6.2% 4,926 $461K
Prospera Financial Services Inc 0.01% Reduce -24.8% 4,918 $460K
Kingsview Wealth Management, LLC 0.01% Add +58.2% 4,895 $458K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.3% 4,889 $457K
Sigma Planning Corp 0.01% Add +26.1% 4,884 $457K
Invictus Private Wealth, LLC 0.04% Add +8.3% 4,867 $455K
WFA of San Diego, LLC 0.39% Reduce -2.7% 4,864 $455K
Sunesis Advisors, LLC 0.27% No change 4,840 $453K
Swmg, LLC 0.19% Reduce -12.8% 4,973 $451K
Diversify Wealth Management, LLC 0.04% Reduce -16.9% 4,962 $451K
Tokio Marine Asset Management Co. Ltd. 0.02% Reduce -32.4% 4,800 $449K
Optivise Advisory Services LLC 0.23% Add +0.3% 4,716 $441K
XML Financial, LLC 0.04% Reduce -2.2% 4,705 $440K
Integris Wealth Management, LLC 0.12% Reduce -10.0% 4,697 $440K
Creative Financial Designs Inc. 0.04% Reduce -2.5% 4,594 $430K
Stratos Investment Management, LLC 0.03% Add +15.8% 4,567 $427K
Keystone Wealth Services, LLC 0.12% Add +0.0% 4,539 $425K
Brophy Wealth Management, LLC 0.15% — 4,539 $425K
Montecito Bank & Trust 0.07% Add +0.2% 4,502 $421K
North Ridge Wealth Advisors, Inc. 0.29% Add +0.1% 4,498 $421K
Advisors Asset Management, Inc. 0.01% Add +19.5% 4,491 $420K
Theory Financial LLC 0.18% Reduce -0.2% 4,599 $418K
1620 Investment Advisors, Inc. 0.30% Reduce -0.3% 4,382 $410K
Sterling Financial Planning, Inc. 0.15% Add +0.2% 4,357 $408K
Cutler Investment Counsel LLC 0.05% Reduce -4.8% 4,323 $405K
VPR Management LLC 0.14% No change 4,300 $402K
Bremer Bank National Association 0.08% Add +1.0% 4,283 $401K
CPA Asset Management Group, LLC 0.19% Reduce -1.7% 4,254 $398K
Cohen Investment Advisors LLC 0.24% Add +20.6% 4,248 $398K
Brand Asset Management Group, Inc. 0.15% Reduce -4.8% 4,157 $389K
Knollwood Investment Advisory, LLC 0.04% No change 4,150 $388K
Strategic Financial Partners, Ltd. 0.20% Reduce -2.5% 4,105 $384K
IPG Investment Advisors LLC 0.08% Reduce -4.4% 4,095 $383K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -10.1% 4,072 $381K
Kornitzer Capital Management Inc. 0.01% No change 4,044 $378K
Rooted Wealth Advisors, Inc. 0.16% Reduce -86.8% 3,984 $367K
Exchange Traded Concepts, LLC 0.01% New 3,920 $367K
Private Trust Co. NA 0.04% Add +108.7% 3,913 $366K
AlphaCentric Advisors LLC 0.27% Reduce -1.6% 3,908 $366K
Aveo Capital Partners, LLC 0.04% Reduce -12.7% 3,905 $365K
4Thought Financial Group Inc. 0.22% Reduce -50.2% 3,892 $364K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +0.1% 3,881 $363K
Creekside Partners 0.19% Reduce -3.4% 3,871 $362K
Five Oceans Advisors 0.17% Reduce -17.1% 3,833 $359K
Firethorn Wealth Partners, LLC 0.18% Reduce -12.1% 3,796 $355K
Petix & Botte Co 0.09% Reduce -2.5% 3,769 $353K
Cedrus LLC 0.13% New 3,694 $346K
PFG Investments, LLC 0.02% Add +58.6% 3,681 $344K
Pinion Investment Advisors, LLC 0.14% Add +4.6% 3,660 $343K
Personal Cfo Solutions, LLC 0.05% Reduce -12.5% 3,607 $338K
Veery Capital, LLC 0.13% Reduce -41.8% 3,583 $335K
Sand Hill Global Advisors, LLC 0.01% Add +14.4% 3,571 $334K
Global Assets Advisory, LLC 0.18% Reduce -6.8% 3,546 $331K
Wealthcare Advisory Partners LLC 0.01% New 3,531 $330K
BTS Asset Management, Inc. 0.31% New 3,528 $330K
PDS Planning, Inc 0.03% New 3,506 $328K
Delta Wealth Advisors LLC 0.31% Reduce -21.6% 3,457 $324K
Beacon Pointe Advisors, LLC 0.00% Reduce -22.4% 3,456 $323K
Three Bridge Wealth Advisors, LLC 0.12% Add +35.0% 3,455 $323K
Mosley Wealth Management 0.22% Add +15.1% 3,517 $322K
Maia Wealth LLC 0.08% Add +18.9% 3,511 $320K
Kickstand Ventures, Llc. 0.08% Add +10.5% 3,416 $320K
Client 1ST Advisory Group, LLC 0.13% Reduce -20.4% 3,412 $319K
Dravo Bay LLC 0.16% Reduce -17.5% 3,384 $317K
Tennessee Valley Asset Management Partners 0.05% Reduce -4.3% 3,370 $315K
Transcend Capital Advisors, LLC 0.02% Add +9.1% 3,333 $312K
Soltis Investment Advisors LLC 0.03% Add +1.9% 3,314 $310K
Axxcess Wealth Management, LLC 0.01% Reduce -1.8% 3,307 $309K
Strategy Asset Managers LLC 0.06% Add +10.4% 3,281 $307K
Advisors Capital Management, LLC 0.01% New 3,275 $306K
Hart & Patterson Financial Group LLC 0.14% Reduce -15.5% 3,267 $306K
Villere St Denis J & Co. LLC 0.02% No change 3,183 $298K
Arkadios Wealth Advisors 0.02% Add +9.5% 3,157 $295K
Gladstone Institutional Advisory LLC 0.01% Reduce -2.6% 3,148 $295K
Rothschild Wealth LLC 0.09% Reduce -85.6% 784 $294K
Unique Wealth, LLC 0.07% New 3,113 $291K
TRUE Private Wealth Advisors 0.03% Reduce -2.1% 3,111 $291K
Regimen Wealth, LLC 0.09% Add +3.2% 3,073 $288K
UMB Bank, n.a. 0.00% Add +15.4% 2,979 $279K
RiverFront Investment Group, LLC 0.01% Reduce -12.6% 2,972 $278K
PFG Advisors 0.02% Reduce -15.7% 2,966 $278K
Center For Asset Management LLC 0.16% Add +20.4% 2,943 $275K
Truepoint, Inc. 0.01% Add +22.6% 2,931 $274K
Walled Lake Planning & Wealth Management, LLC 0.10% No change 2,930 $274K
Brown Wealth Management, LLC 0.10% Reduce -1.9% 2,898 $271K
Sterling Investment Counsel, LLC 0.10% Reduce -0.0% 2,897 $271K
Summit Wealth Group, LLC 0.08% Add +2.0% 2,896 $271K
Fortis Group Advisors, LLC 0.05% New 2,879 $269K
Pitcairn Co. 0.02% No change 2,869 $268K
Mission Creek Capital Partners, Inc. 0.06% Add +19.4% 2,868 $268K
Summit Global Investments 0.02% Reduce -31.1% 2,865 $268K
Kingswood Wealth Advisors, LLC 0.02% New 2,836 $265K
Arete Wealth Advisors, LLC 0.02% Reduce -27.2% 2,833 $265K
Kingfisher Capital LLC 0.06% Reduce -5.9% 2,798 $262K
WealthPLAN Partners, LLC 0.04% Reduce -6.7% 2,791 $261K
Trust Point Inc. 0.02% Add +6.5% 2,785 $261K
Clearview Wealth Advisors LLC 0.20% Reduce -15.1% 2,775 $260K
Advisory Alpha, LLC 0.01% Reduce -87.7% 2,758 $258K
Blair William & Co. 0.00% Add +24.9% 2,715 $254K
McAdam, LLC 0.01% Add +3.1% 2,685 $251K
Stewardship Advisors, LLC 0.07% New 2,684 $251K
BCU Wealth Advisors, LLC 0.15% Add +8.8% 2,684 $251K
Quad-Cities Investment Group, LLC 0.13% Add +1.1% 2,684 $251K
WealthPlan Investment Management, LLC 0.03% Add +0.6% 2,661 $249K
Rehmann Capital Advisory Group 0.02% Reduce -0.9% 2,727 $248K
Advisory Resource Group 0.05% Add +9.7% 2,649 $248K
Concorde Asset Management, LLC 0.14% New 2,646 $248K
Pacific Capital Wealth Advisors, Inc. 0.04% Reduce -9.3% 2,642 $247K
Redwood Investment Management, LLC 0.02% Add +6.0% 2,636 $247K
First Heartland Consultants, Inc. 0.03% Add +14.1% 2,633 $246K
Glass Jacobson Investment Advisors llc 0.08% Reduce -0.7% 2,617 $245K
Harbour Investments, Inc. 0.01% Reduce -24.2% 2,603 $244K
HB Wealth Management, LLC 0.00% Add +10.2% 2,594 $243K
First Citizens Bank & Trust Co. 0.01% Reduce -72.0% 2,581 $242K
Two Sigma Securities, LLC 0.02% Reduce -53.7% 2,579 $241K
Alpha Omega Wealth Management LLC 0.04% Add +0.4% 2,576 $241K
Columbia Bank 0.09% Add +5.4% 2,563 $240K
Compound Planning, Inc. 0.01% New 2,541 $238K
Avidian Wealth Enterprises, LLC 0.01% Add +0.2% 2,540 $238K
Synovus Financial Corp. 0.00% Add +4.1% 2,518 $236K
Pathstone Holdings, LLC 0.00% Add +3.3% 2,479 $232K
J.W. Cole Advisors, Inc. 0.01% Reduce -4.4% 2,470 $231K
M&T Bank Corp 0.00% New 2,469 $231K
Bigelow Investment Advisors, LLC 0.10% New 2,465 $231K
Centaurus Financial, Inc. 0.01% New 2,461 $230K
Resurgent Financial Advisors LLC 0.13% New 2,446 $229K
Drucker Wealth 3.0, LLC 0.05% Add +3.8% 2,442 $229K
Modern Wealth Management, LLC 0.01% Reduce -6.0% 2,431 $227K
HF Advisory Group, LLC 0.10% Reduce -23.9% 2,406 $225K
Alpha Financial Partners LLC 0.16% New 2,371 $222K
Ehrlich Financial Group 0.16% New 2,371 $222K
WBH Advisory Inc. 0.02% Reduce -0.0% 2,369 $222K
First Interstate Bank 0.01% Reduce -60.0% 2,335 $219K
Wedbush Securities Inc. 0.01% Add +1.4% 2,326 $218K
United Advisor Group, LLC 0.05% New 2,326 $218K
EverSource Wealth Advisors, LLC 0.01% Reduce -31.5% 2,315 $217K
Solstein Capital, LLC 0.11% No change 2,309 $216K
AQR Capital Management 0.00% New 2,279 $213K
Emergent Wealth Advisors, LLC 0.16% New 2,245 $210K
Red Tortoise LLC 0.10% Reduce -1.1% 2,217 $207K
Bellwether Advisors, LLC 0.04% New 2,213 $207K
Virtue Capital Management, LLC 0.04% Reduce -6.3% 2,211 $207K
Wealthgarden F.S. LLC 0.20% New 2,204 $206K
BOS Asset Management, LLC 0.07% New 2,164 $203K
Fullcircle Wealth LLC 0.09% New 2,206 $202K
Breakwater Investment Management 0.08% Add +140.4% 2,070 $194K
Gen-Wealth Partners Inc 0.08% Reduce -10.8% 2,093 $191K
Cornerstone Planning Group LLC 0.05% Reduce -2.7% 1,958 $179K
Aptus Capital Advisors, LLC 0.00% Reduce -56.0% 1,871 $175K
Eastern Bank 0.00% New 1,721 $161K
Caitlin John, LLC 0.10% Add +8926.3% 1,715 $156K
Pflug Koory, LLC 0.01% — 1,576 $147K
Balefire, LLC 0.05% Reduce -4.5% 1,500 $140K
Allworth Financial LP 0.00% Reduce -47.0% 1,481 $139K
Aspire Private Capital, LLC 0.03% Add +1.7% 1,402 $131K
Family Asset Management, LLC 0.08% Reduce -4.2% 1,394 $130K
Clear Investment Research, LLC 0.17% Add +1.4% 1,360 $127K
Fifth Third Bancorp 0.00% Add +72.5% 1,356 $127K
Lanark Financial, Inc. 0.01% Add +0.2% 1,319 $123K
Operose Advisors LLC 0.04% New 1,300 $122K
LGT Financial Advisors LLC 0.30% Add +39.8% 1,289 $121K
Financial Network Wealth Advisors LLC 0.10% Reduce -10.7% 1,283 $120K
PFS Partners, LLC 0.07% No change 1,247 $117K
Allie Family Office LLC 0.06% Add +82.5% 18,250 $113K
FinTrust Capital Advisors, LLC 0.02% Reduce -0.2% 1,191 $111K
Element Wealth, LLC 0.05% Add +10.4% 1,052 $98K
Barrett & Company, Inc. 0.04% Add +1.3% 1,051 $98K
Webster Bank, N. A. 0.01% Reduce -1.9% 1,049 $98K
Cordgrass Capital Advisors, LLC 0.03% Add +14.8% 1,038 $97K
Jaffetilchin Investment Partners, LLC 0.01% New 1,031 $96K
Transcendent Capital Group LLC 0.05% Add +67.3% 962 $90K
Macroview Investment Management LLC 0.09% Reduce -7.8% 939 $88K
Darwin Wealth Management, LLC 0.02% New 882 $83K
Pacifica Partners Inc. 0.03% Add +0.2% 829 $78K
Ancora Advisors LLC 0.00% Reduce -17.7% 813 $76K
NorthRock Partners, LLC 0.00% Reduce -36.6% 769 $72K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -11.3% 701 $66K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 690 $65K
Elevate Wealth Advisory, Inc. 0.05% No change 680 $64K
Wolff Wiese Magana LLC 0.04% Add +17.7% 664 $62K
WR Wealth Planners, LLC 0.02% Add +20.6% 656 $61K
Semmax Financial Advisors Inc. 0.02% Add +9.3% 672 $61K
Alaska Permanent Capital Management, LLC 0.00% No change 625 $58K
Parkside Financial Bank & Trust 0.01% Reduce -31.4% 603 $56K
PrairieView Partners, LLC 0.01% Add +2.9% 601 $56K
Beacon Capital Management, LLC 0.01% Add +297.9% 577 $54K
TD Waterhouse Canada Inc. 0.00% Add +9.8% 550 $51K
Wilmington Savings Fund Society, FSB 0.00% New 542 $51K
Zions Bancorporation, N.A. 0.00% No change 533 $50K
Olistico Wealth, LLC 0.03% No change 525 $49K
Pinnacle Bancorp, Inc. 0.01% Add +2.2% 520 $49K
Cape Investment Advisory, Inc. 0.02% Reduce -7.0% 517 $48K
Pin Oak Investment Advisors Inc. 0.04% No change 506 $47K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $47K
Castleview Partners, LLC 0.03% No change 500 $47K
Twin City Private Wealth, LLC 0.04% New 496 $46K
First United Bank & Trust 0.02% Reduce -3.5% 466 $44K
Red Lighthouse Investment Management, LLC 0.02% No change 428 $40K
Bartlett & Co. Wealth Management LLC 0.00% No change 428 $40K
Whittier Trust Co. of Nevada Inc. 0.00% Add +226.0% 401 $38K
Harbor Capital Advisors, Inc. 0.00% Add +43.7% 385 $36K
TD Capital Management LLC 0.00% Reduce -5.5% 359 $34K
West Branch Capital LLC 0.01% Reduce -23.9% 335 $31K
Criterion Capital Advisors, LLC 0.02% No change 354 $31K
AlphaMark Advisors, LLC 0.01% Reduce -1.5% 333 $31K
City Holding Co. 0.00% Reduce -7.0% 330 $31K
Global Financial Private Client, LLC 0.01% Reduce -9.9% 309 $29K
Ameritas Investment Partners, Inc. 0.00% Reduce -4.7% 305 $29K
Farmers & Merchants Investments Inc. 0.00% Reduce -29.9% 304 $28K
Park Place Capital Corp 0.01% Reduce -36.6% 301 $28K
Armstrong Advisory Group, Inc. 0.00% New 298 $28K
Oarsman Capital, Inc. 0.01% New 291 $27K
Sound Income Strategies, LLC 0.00% Add +18.3% 285 $27K
Wintrust Investments LLC 0.02% New 278 $26K
NBT Bank, N.A. 0.00% Add +12.6% 277 $26K
Federation des caisses Desjardins du Quebec 0.00% No change 262 $25K
Key Financial Inc 0.01% No change 250 $23K
Ameliora Wealth Management Ltd. 0.01% Reduce -76.8% 250 $23K
Gilliland Jeter Wealth Management LLC 0.01% Add +52.9% 240 $22K
McIlrath & Eck, LLC 0.00% No change 238 $22K
Founders Financial Alliance, LLC 0.01% Add +18.8% 228 $21K
Cullen/Frost Bankers, Inc. 0.00% No change 219 $20K
Princeton Global Asset Management LLC 0.00% Reduce -70.2% 216 $20K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -84.9% 212 $20K
Phillips Financial Management, LLC 0.00% No change 209 $20K
O'shaughnessy Asset Management, LLC 0.00% Add +44.4% 208 $19K
Blume Capital Management, Inc. 0.00% New 203 $19K
CBIZ Investment Advisory Services, LLC 0.00% New 200 $19K
Anchor Investment Management, LLC 0.00% No change 200 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Add +506.1% 200 $19K
Financial Gravity Companies, Inc. 0.00% — 178 $17K
Legacy Investment Solutions, LLC 0.01% — 183 $17K
Legacy Wealth Managment, LLC 0.01% — 183 $17K
Tradewinds Capital Management, LLC 0.00% New 172 $16K
Silicon Valley Capital Partners 0.00% Add +1.2% 167 $16K
Raleigh Capital Management Inc. 0.01% Reduce -0.6% 166 $16K
Cherry Tree Wealth Management, LLC 0.00% Add +1.2% 166 $16K
Windsor Advisory Group, LLC 0.02% New 166 $16K
BOK Financial Private Wealth, Inc. 0.00% Add +1.3% 162 $15K
FAS Wealth Partners, Inc. 0.00% New 160 $15K
Daiwa Securities Group Inc. 0.00% New 152 $14K
Abich Financial Wealth Management LLC 0.03% Reduce -79.9% 147 $14K
Tucker Asset Management LLC 0.00% Reduce -46.3% 146 $14K
Capital Investment Advisory Services, LLC 0.00% Reduce -4.6% 145 $14K
Main Management LLC 0.00% No change 142 $13K
Annapolis Financial Services, LLC 0.00% No change 135 $13K
GPS Wealth Strategies Group, LLC 0.00% New 128 $12K
Vermillion & White Wealth Management Group, LLC 0.01% Add +240.5% 126 $12K
Eagle Bay Advisors LLC 0.00% No change 124 $12K
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 $11K
Colonial Trust Advisors 0.00% No change 110 $10K
EPG Wealth Management LLC 0.00% Add +0.0% 110 $10K
AllSquare Wealth Management LLC 0.01% No change 108 $10K
Bangor Savings Bank 0.00% Add +1.0% 103 $10K
Reston Wealth Management LLC 0.00% New 103 $10K
Townsend Asset Management Corp. /NC/ 0.00% No change 101 $9K
North Star Investment Management Corp. 0.00% No change 100 $9K
Plante Moran Financial Advisors, LLC 0.00% Add +25.6% 98 $9K
GW&K Investment Management, LLC 0.00% No change 100 $9K
Voisard Asset Management Group, Inc. 0.00% New 95 $9K
Friedenthal Financial 0.01% Reduce -4.2% 91 $9K
Ruedi Wealth Management, Inc. 0.00% Add +3.5% 89 $8K
Realta Investment Advisors 0.00% Reduce -88.0% 84 $8K
Boyd Watterson Asset Management LLC 0.00% No change 80 $7K
American Capital Advisory, LLC 0.00% Add +7.1% 75 $7K
Avion Wealth 0.00% Reduce -14.6% 76 $7K
Guardian Wealth Advisors, LLC / NC 0.00% No change 73 $7K
Bogart Wealth, LLC 0.00% No change 73 $7K
Investors Research Corp 0.00% No change 72 $7K
Atlas Capital Advisors Inc. 0.00% New 68 $6K
Westside Investment Management, Inc. 0.00% No change 65 $6K
Covestor Ltd 0.00% No change 68 $6K
Wiser Advisor Group LLC 0.01% Reduce -57.1% 63 $6K
Whittier Trust Co. 0.00% No change 60 $6K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 57 $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
Elevation Wealth Partners, LLC 0.00% No change 46 $4K
Planning Capital Management Corp 0.00% No change 43 $4K
Northwest Financial Advisors 0.00% New 42 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 40 $4K
Talon Private Wealth, LLC 0.00% — 38 $4K
WealthCollab, LLC 0.00% New 34 $3K
CNB Bank 0.00% No change 34 $3K
Archer Investment Corp 0.00% No change 33 $3K
Mb, Levis & Associates, LLC 0.00% Add +3.1% 33 $3K
Smartleaf Asset Management LLC 0.00% Add +220.0% 32 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 31 $3K
Salem Investment Counselors Inc. 0.00% Reduce -8.8% 31 $3K
REAP Financial Group, LLC 0.00% No change 28 $3K
Hobbs Group Advisors, LLC 0.00% New 26 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 24 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 20 $2K
Glen Eagle Advisors, LLC 0.00% Add +10.5% 21 $2K
Trust Co 0.00% Reduce -20.0% 20 $2K
SRH Advisors, LLC 0.00% No change 18 $2K
Northwest Investment Counselors, LLC 0.00% New 15 $1K
Eukles Asset Management 0.00% No change 14 $1K
Rothschild Investment LLC 0.00% Reduce -93.4% 13 $1K
Lindbrook Capital, LLC 0.00% New 11 $1K
Baldwin Wealth Partners LLC 0.00% Reduce -47.4% 10 $936
GHP Investment Advisors, Inc. 0.00% No change 9 $843
Kings Path Partners LLC 0.00% No change 9 $842
Kozak & Associates, Inc. 0.00% Reduce -85.5% 8 $767
Claris Advisors, LLC / Mo / 0.00% New 8 $749
Salomon & Ludwin, LLC 0.00% No change 6 $561
Front Row Advisors LLC 0.00% Reduce -93.8% 5 $468
Earned Wealth Advisors, LLC 0.00% New 5 $468
CarsonAllaria Wealth Management, Ltd. 0.00% New 4 $374
PSI Advisors, LLC 0.00% No change 4 $374
NewSquare Capital LLC 0.00% Reduce -76.5% 4 $374
PayPay Securities Corp 0.03% Reduce -50.0% 3 $281
Signaturefd, LLC 0.00% Reduce -98.6% 3 $237
Concord Wealth Partners 0.00% No change 2 $229
Bear Mountain Capital, Inc. 0.00% No change 2 $218
TD Private Client Wealth LLC 0.00% No change 2 $212
Abound Wealth Management 0.00% Add +100.0% 2 $199
Tidemark, LLC 0.00% No change 2 $190
Sachetta, LLC 0.00% Add +100.0% 2 $188
Carolinas Wealth Consulting LLC 0.00% No change 2 $188
Frazier Financial Advisors, LLC 0.00% No change 1 $100
HM Payson & Co. 0.00% Reduce -50.0% 1 $94
Asset Dedication, LLC 0.00% No change 1 $94

"% 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.