iShares JP Morgan Usd EmergiEMBETF

13F holders, Q4 2024 (December 31)
866holders +33
73new positions
90sold out
6famous investors
$89.05avg. 13F price*

At the end of Q4 2024, 866 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, up 33 from Q3 2024. 73 opened new positions and 90 sold out. The largest holders were Wells Fargo & Company ($1.5B), Betterment LLC ($804.4M) and Jones Financial Companies LLLP ($693.1M). 6 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions73$275.9M
Exits90$340.7M

All 13F filers, Q3 2024 → Q4 2024: 10,652,223 shares bought and 22,701,130 shares sold, net −12,048,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 866 holders

Wells Fargo & Company 0.36% Reduce -4.5% 16,983,653 $1.5B
Betterment LLC 1.92% Add +3.5% 9,034,036 $804.4M
Jones Financial Companies LLLP 0.66% Add +1.3% 7,783,673 $693.1M
Adventist Health System Sunbelt Healthcare Corp. 15.66% Add +26.7% 5,497,192 $489.5M
Royal Bank of Canada 0.09% Reduce -9.9% 4,760,715 $423.9M
JPMorgan Chase & Co. 0.03% Reduce -4.7% 4,511,385 $401.7M
Envestnet Asset Management Inc. 0.12% Reduce -2.0% 4,266,327 $379.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.93% Add +1.8% 3,484,234 $310.2M
BlackRock, Inc. 0.01% Reduce -4.5% 3,127,307 $278.5M
Morgan Stanley 0.02% Reduce -11.6% 2,910,069 $259.1M
D. E. Shaw & Co. 0.30% Reduce -10.7% 2,873,000 $255.8M
Wealthfront Advisers LLC 0.74% Reduce -51.0% 2,852,238 $254.0M
HSBC Holdings PLC 0.15% Add +677.5% 2,640,280 $235.0M
Manufacturers Life Insurance Company, The 0.20% Add +16.9% 2,549,147 $227.0M
Bank of America Corp. 0.02% Reduce -23.8% 2,378,441 $211.8M
Goldman Sachs Group Inc. 0.04% Reduce -57.4% 2,271,821 $202.3M
Bessemer Group Inc. 0.30% Reduce -0.0% 2,061,297 $183.5M
Assetmark, Inc. 0.44% Reduce -5.2% 1,808,020 $161.0M
LPL Financial LLC 0.06% Add +22.0% 1,737,914 $154.7M
BNP Paribas Financial Markets 0.11% Reduce -31.2% 1,642,449 $146.2M
SIH Partners, LLLP 9.87% New 1,582,649 $140.9M
Municipal Employees' Retirement System of Michigan 1.90% No change 1,547,548 $137.8M
Jane Street Group, LLC 0.21% Reduce -34.9% 1,467,393 $130.7M
Raymond James Financial Inc. 0.05% — 1,453,121 $129.4M
UBS Group AG 0.03% Add +35.3% 1,440,638 $128.3M
Hamilton Capital, LLC 9.02% Add +0.5% 1,332,145 $118.6M
Sumitomo Life Insurance Co. 1.88% Reduce -70.7% 1,120,786 $99.8M
Allspring Global Investments Holdings, LLC 0.16% Add +0.2% 1,117,140 $99.5M
Bank of New York Mellon Corp 0.02% Add +0.5% 1,099,556 $97.9M
1832 Asset Management L.P. 0.14% Reduce -0.0% 896,600 $79.8M
Ameriprise Financial Inc. 0.02% Reduce -5.5% 876,219 $78.0M
Prudential Financial Inc. 0.09% Reduce -21.8% 766,605 $68.3M
Citigroup Inc. 0.06% Add +1.9% 730,196 $65.0M
SigFig Wealth Management, LLC 2.28% Add +2.7% 707,297 $63.0M
PNC Financial Services Group, Inc. 0.04% Reduce -12.2% 669,458 $59.6M
Deutsche Bank AG 0.02% Add +32.0% 622,830 $55.5M
State of Wisconsin Investment Board 0.13% No change 580,000 $51.6M
Janus Henderson Group PLC 0.03% Add +31.1% 575,703 $51.3M
Cwm, LLC 0.21% Reduce -2.6% 568,273 $50.6M
Venturi Wealth Management, LLC 2.49% Add +57.9% 567,284 $50.5M
Old Mission Capital LLC 1.07% Add +121.1% 514,298 $45.8M
Flow Traders U.S. LLC 1.75% Reduce -15.0% 490,962 $43.7M
Jefferies Financial Group Inc. 0.49% Add +432.5% 480,179 $42.8M
Envestnet Portfolio Solutions, Inc. 0.14% Add +3.1% 464,861 $41.4M
Cetera Investment Advisers 0.09% Add +11.5% 463,320 $41.3M
Tiaa Trust, National Association 0.12% Reduce -18.3% 438,025 $39.0M
Savant Capital, LLC 0.28% Reduce -1.4% 397,986 $35.4M
Allianz Asset Management GmbH 0.05% Reduce -57.6% 383,912 $34.2M
OneDigital Investment Advisors LLC 0.36% Reduce -1.2% 350,188 $31.2M
FUKOKU MUTUAL LIFE INSURANCE Co 2.18% No change 340,000 $30.3M
Bank Julius Baer & Co. Ltd, Zurich 0.09% Add +8.3% 305,754 $29.9M
Trans-Canada Capital Inc. 2.80% — 311,545 $27.8M
Country Trust Bank 0.69% Reduce -0.9% 308,007 $27.4M
HighTower Advisors, LLC 0.04% Add +2.0% 306,881 $27.3M
DRW Securities, LLC 1.84% New 306,616 $27.3M
Sei Investments Co. 0.03% Reduce -6.7% 301,733 $26.9M
Varma Mutual Pension Insurance Co 0.20% Reduce -85.0% 300,000 $26.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Reduce -8.2% 297,600 $26.6M
Victory Capital Management Inc. 0.03% No change 283,227 $25.2M
Susquehanna International Group, LLP 0.04% Reduce -31.0% 278,692 $24.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.25% New 268,700 $24.0M
MML Investors Services, LLC 0.08% Reduce -13.2% 268,223 $23.9M
Asset Management One Co., Ltd. 0.07% Reduce -2.8% 243,402 $21.7M
Retirement Investment Advisors, Inc. 2.28% Add +4.9% 242,609 $21.6M
Greystone Financial Group, LLC 3.69% Add +1.6% 237,998 $21.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +162.2% 236,725 $21.1M
Neuberger Berman Group LLC 0.02% Reduce -53.1% 234,964 $20.9M
Stairway Partners, LLC 1.28% Add +3.6% 228,951 $20.4M
Pictet Asset Management Holding SA 0.02% Reduce -13.8% 226,373 $20.2M
SageView Advisory Group, LLC 0.86% Add +10.8% 224,814 $20.0M
Washington Trust Bank 1.89% Add +1.3% 220,566 $19.6M
Checchi Capital Advisers, LLC 1.43% Reduce -2.7% 214,511 $19.1M
Baker Avenue Asset Management, LP 0.58% Add +3.0% 213,650 $19.0M
Towercrest Capital Management 3.07% Add +0.8% 213,336 $19.0M
Osaic Holdings, Inc. 0.04% Reduce -11.5% 210,429 $18.8M
Invst, LLC 2.26% Reduce -13.3% 208,833 $18.6M
Invesco Ltd. 0.00% Add +15.3% 208,000 $18.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +23.6% 205,072 $18.3M
Equitable Holdings, Inc. 0.17% Add +4.3% 203,108 $18.1M
Park Avenue Securities LLC 0.18% Add +4.8% 198,243 $17.7M
Janney Montgomery Scott LLC 0.05% Reduce -0.9% 192,447 $17.1M
Trek Financial, LLC 1.26% Add +6.2% 189,868 $16.9M
First Hawaiian Bank 0.55% Add +0.1% 189,628 $16.9M
Stifel Financial Corp. 0.02% Add +4.2% 188,781 $16.8M
Great Valley Advisor Group, Inc. 0.38% Add +5.9% 188,286 $16.8M
Pure Financial Advisors, LLC 0.35% Add +5.0% 175,163 $15.6M
BLB&B Advisors, LLC 0.79% Add +3.4% 174,655 $15.6M
NewEdge Advisors, LLC 0.09% Add +30.9% 171,688 $15.3M
Cannon Financial Strategists, Inc. 2.41% Add +1.3% 157,590 $14.0M
TD Asset Management Inc 0.01% Reduce -21.6% 155,900 $13.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -9.2% 155,150 $13.8M
Sagespring Wealth Partners, LLC 0.36% — 152,901 $13.6M
Strategic Investment Advisors / MI 1.44% Add +10.3% 151,917 $13.5M
Mariner, LLC 0.02% Reduce -4.6% 148,487 $13.2M
Dynasty Wealth Management, LLC 0.23% New 147,881 $13.2M
Forefront Analytics, LLC 6.10% Add +117.6% 147,400 $13.1M
Point72 Asset Management 0.04% No change 145,956 $13.0M
Spire Wealth Management 0.40% Reduce -1.9% 145,846 $13.0M
Capital Insight Partners, LLC 2.23% Add +3.9% 144,597 $12.9M
Financial Advisors Network, Inc. 2.09% — 141,212 $12.6M
Howard Capital Management, LLC 0.19% Reduce -50.3% 139,031 $12.4M
&partners 0.15% Add +114.0% 136,887 $12.3M
United Capital Financial Advisors, LLC 0.10% Reduce -1.7% 129,800 $11.6M
Citizens & Northern Corp. 3.13% Add +18.3% 128,456 $11.4M
Alliancebernstein L.P. 0.00% Reduce -51.6% 126,827 $11.3M
Sanctuary Advisors, LLC 0.07% Reduce -1.5% 122,599 $11.1M
Avantax Advisory Services, Inc. 0.07% Add +5.1% 124,936 $11.1M
Vontobel Holding Ltd. 0.04% Add +0.3% 122,534 $10.9M
1 North Wealth Services LLC 4.51% — 119,470 $10.6M
CI Investments Inc. 0.04% Add +64.3% 119,277 $10.6M
Truist Financial Corp. 0.02% Add +6.8% 115,965 $10.3M
Alliance Wealth Management Group 2.69% Reduce -0.8% 112,964 $10.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +9.3% 111,712 $9.9M
Idaho Trust Co 4.94% Add +2.4% 110,055 $9.8M
Dai-ichi Life Holdings, Inc. 10.61% Add +31.8% 108,274 $9.7M
CreativeOne Wealth, LLC 0.29% Add +5.0% 107,572 $9.6M
Mackenzie Financial Corp. 0.01% Reduce -24.4% 106,660 $9.5M
Commerce Bank 0.06% Add +1.5% 106,363 $9.5M
Full Sail Capital, LLC 0.60% Reduce -1.6% 106,273 $9.5M
Qube Research & Technologies Ltd 0.02% New 106,078 $9.4M
Ellevest, Inc. 0.54% Add +5.2% 105,596 $9.4M
Syon Capital LLC 0.84% Add +16.3% 104,962 $9.3M
Occidental Asset Management, LLC 1.41% Add +10.3% 101,651 $9.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +16.7% 101,304 $9.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -17.9% 98,680 $8.8M
First Command Advisory Services, Inc. 0.08% Add +13.0% 96,992 $8.7M
Privium Fund Management (UK) Ltd 7.04% New 96,700 $8.7M
Busey Bank 0.28% Reduce -5.3% 95,745 $8.5M
Apella Capital, LLC 0.32% Add +14.4% 95,074 $8.5M
Commonwealth Equity Services, LLC 0.01% Reduce -2.2% 94,863 $8.4M
J.Safra Asset Management Corp 0.68% Add +4.6% 93,675 $8.4M
Probity Advisors, Inc. 1.58% Reduce -7.4% 92,154 $8.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +0.9% 90,248 $8.1M
Estate Counselors, LLC 0.85% Add +1.4% 88,853 $7.9M
Omega Financial Group, LLC 2.98% Add +6.4% 88,484 $7.9M
Rinkey Investments 2.52% Reduce -1.8% 88,481 $7.9M
Parr McKnight Wealth Management Group, LLC 1.11% — 86,761 $7.7M
Atria Wealth Solutions, Inc. 0.08% Add +43.9% 85,754 $7.6M
Schroder Investment Management Group 0.01% Reduce -12.9% 81,754 $7.3M
Renaissance Technologies 0.01% New 79,600 $7.1M
Sequoia Financial Advisors, LLC 0.07% New 78,025 $6.9M
Cerity Partners LLC 0.01% Add +13.2% 77,166 $6.9M
Advocacy Wealth Management, LLC 0.52% Add +5.0% 76,144 $6.8M
SMI Advisory Services, LLC 1.56% Reduce -8.0% 76,429 $6.8M
Townsquare Capital LLC 0.08% Reduce -14.1% 74,720 $6.7M
Union Bancaire Privee, UBP SA 0.12% — 72,600 $6.5M
Custos Family Office, LLC 2.23% Add +8.2% 71,692 $6.4M
Comerica Bank 0.03% Reduce -2.9% 71,348 $6.4M
NorthCoast Asset Management LLC 0.03% Reduce -5.3% 70,092 $6.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.44% Reduce -29.8% 70,000 $6.2M
Peak Financial Advisors LLC 3.22% Reduce -0.2% 69,531 $6.2M
Vestmark Advisory Solutions, Inc. 0.21% Add +4.2% 69,273 $6.2M
Berger Financial Group, Inc 0.42% Add +9.6% 68,587 $6.1M
Scotia Capital Inc. 0.03% Add +0.3% 67,760 $6.0M
National Bank of Canada 0.01% Add +9.6% 66,679 $5.9M
Vise Technologies, Inc. 0.49% Add +9.9% 65,966 $5.9M
Monument Capital Management 1.61% Reduce -4.2% 65,599 $5.8M
Stonehearth Capital Management, LLC 2.33% Add +1.1% 65,224 $5.8M
Ashton Thomas Private Wealth, LLC 0.23% Add +24.5% 64,726 $5.8M
Nwam LLC 0.35% Add +3.0% 64,169 $5.7M
Foster & Motley Inc. 0.35% Reduce -0.1% 61,220 $5.5M
Jmac Enterprises LLC 0.84% Add +13.3% 60,147 $5.4M
Fairview Capital Investment Management, LLC 0.28% Reduce -0.1% 60,034 $5.3M
Factor Wealth Management LTD 1.77% — 59,909 $5.3M
Financial Alternatives, Inc 3.66% Add +0.1% 58,359 $5.2M
Plan Group Financial, LLC 2.71% Add +1.5% 57,676 $5.1M
Founders Financial Securities LLC 0.46% Reduce -8.1% 57,409 $5.1M
Nomura Asset Management Co. Ltd. 0.02% Reduce -60.4% 57,368 $5.1M
Horizon Investments, LLC 0.15% Reduce -8.1% 57,397 $5.1M
Citizens Financial Group Inc. 0.10% Add +8.6% 56,808 $5.1M
Paragon Advisors, LLC 1.72% Add +22.5% 56,334 $5.0M
Ascent Group, LLC 0.36% Add +5.4% 54,400 $4.8M
Guggenheim Capital LLC 0.04% Add +11.1% 54,348 $4.8M
Principal Securities, Inc. 0.11% Add +9.4% 53,539 $4.8M
Strategic Wealth Investment Group, LLC 0.26% New 62,760 $4.8M
Banco Santander, S.A. 0.06% Add +117.3% 53,140 $4.7M
BlueSky Wealth Advisors, LLC 0.73% Add +2.2% 52,599 $4.7M
Alternative Investment Advisors, LLC. 2.42% Reduce -0.5% 52,001 $4.6M
Caisse de depot et placement du Quebec 0.01% No change 51,584 $4.6M
Heritage Family Offices, LLP 2.29% Add +2.4% 51,548 $4.6M
Robertson Stephens Wealth Management, LLC 0.16% Add +508.8% 50,236 $4.5M
AE Wealth Management LLC 0.04% Add +4.5% 50,301 $4.5M
Mercer Global Advisors Inc. 0.01% Reduce -10.5% 49,518 $4.4M
Russell Investments Group, Ltd. 0.01% Reduce -10.1% 48,948 $4.4M
Horst & Graben Wealth Management LLC 0.76% Add +2.9% 48,255 $4.3M
EP Wealth Advisors, LLC 0.03% Add +126.3% 47,779 $4.3M
Financial Advocates Investment Management 0.24% Reduce -39.8% 47,492 $4.2M
US Bancorp \de 0.01% Reduce -5.4% 47,181 $4.2M
CFS Investment Advisory Services, LLC 0.37% Reduce -49.5% 46,604 $4.2M
Sierra Ocean, LLC 3.36% — 46,237 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Add +25.7% 44,905 $4.0M
JB Capital LLC 0.22% Add +5.5% 44,334 $3.9M
Islay Capital Management, LLC 2.76% Add +4.1% 44,297 $3.9M
Trivium Point Advisory, LLC 0.50% Reduce -4.8% 44,041 $3.9M
Focus Partners Wealth 0.01% Add +30.6% 43,959 $3.9M
CW Advisors, LLC 0.05% Add +1.8% 43,903 $3.9M
Parallel Advisors, LLC 0.09% Add +5.6% 43,431 $3.9M
Nvwm, LLC 0.97% Add +0.8% 43,140 $3.8M
Wharton Business Group, LLC 0.17% No change 42,090 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +5.6% 41,457 $3.7M
SteelPeak Wealth, LLC 0.15% Add +9.1% 41,331 $3.7M
Lake Street Private Wealth, LLC 0.59% New 41,272 $3.7M
iA Global Asset Management Inc. 0.06% Reduce -0.8% 41,201 $3.7M
Marex Group Ltd 0.06% New 41,000 $3.7M
FMR LLC 0.00% Reduce -52.7% 40,671 $3.6M
Logan Stone Capital, LLC 1.21% Reduce -8.1% 40,522 $3.6M
Integrated Wealth Concepts LLC 0.04% Add +14.0% 39,984 $3.6M
Modera Wealth Management, LLC 0.04% Reduce -2.5% 38,580 $3.4M
Integrated Advisors Network LLC 0.16% Reduce -36.4% 38,429 $3.4M
Kelly Financial Services LLC 1.23% Add +5.7% 38,434 $3.4M
Walleye Capital LLC 0.04% New 38,291 $3.4M
JT Stratford LLC 0.56% Add +5.8% 37,869 $3.4M
Private Wealth Advisors, LLC 1.47% Add +2.5% 37,855 $3.4M
Corient Private Wealth LP 0.01% Add +4.9% 42,088 $3.4M
RFG Advisory, LLC 0.09% Reduce -2.8% 37,529 $3.3M
HTLF Bank 0.38% Reduce -2.0% 37,383 $3.3M
Regions Financial Corp. 0.02% Add +0.4% 37,213 $3.3M
Florin Court Capital LLP 3.43% Reduce -83.7% 37,100 $3.3M
Kestra Advisory Services, LLC 0.02% Add +0.2% 36,847 $3.3M
CoreCap Advisors, LLC 0.15% Reduce -29.4% 36,784 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -0.6% 35,554 $3.3M
Insight Wealth Partners, LLC 2.05% Add +7.6% 36,370 $3.2M
Hancock Whitney Corp. 0.10% Add +6.4% 36,104 $3.2M
Transamerica Financial Advisors, LLC 0.31% Reduce -8.4% 35,726 $3.2M
Insight Wealth Strategies, LLC 0.42% Reduce -7.1% 35,298 $3.1M
Clear Creek Financial Management, LLC 0.34% Add +54.4% 35,233 $3.1M
IFP Advisors, Inc 0.10% Add +1.4% 35,225 $3.1M
Impact Partnership Wealth, LLC 0.63% Add +8.7% 35,184 $3.1M
Van Hulzen Asset Management, LLC 0.23% Add +6.5% 34,661 $3.1M
GenTrust, LLC 0.13% Add +3.3% 34,497 $3.1M
Wrapmanager Inc. 0.78% Reduce -3.5% 34,397 $3.1M
Keybank National Association 0.01% Reduce -4.6% 33,969 $3.0M
GAMMA Investing LLC 0.25% Add +28.8% 33,505 $3.0M
Verdence Capital Advisors LLC 0.24% Add +3.6% 33,259 $3.0M
LifePlan Investment Advisors, Inc. 1.82% Reduce -2.2% 33,038 $2.9M
My Legacy Advisors, LLC 1.13% Add +7.6% 32,356 $2.9M
Franklin Resources Inc. 0.00% No change 32,408 $2.9M
Colton Groome Financial Advisors, LLC 1.10% Add +4.4% 32,385 $2.9M
Sharkey, Howes & Javer 0.40% Add +1.2% 32,198 $2.9M
Barclays PLC 0.00% Reduce -36.1% 32,046 $2.9M
Atria Investments, Inc 0.04% Reduce -38.0% 31,914 $2.8M
First Merchants Corp. 0.11% Reduce -8.2% 31,861 $2.8M
Alliance Wealth Advisors, LLC 0.73% Reduce -18.9% 31,768 $2.8M
Versant Capital Management, Inc 0.60% Reduce -4.2% 31,107 $2.8M
Scarborough Advisors, LLC 0.39% Add +3.7% 30,748 $2.7M
Strategic Blueprint, LLC 0.16% Add +1.1% 30,297 $2.7M
Crabel Capital Management, LLC 8.65% Reduce -57.8% 29,898 $2.7M
Nations Financial Group Inc, /Ia/ 0.19% Add +2.9% 29,888 $2.7M
Principal Financial Group Inc. 0.00% Add +15.9% 29,725 $2.6M
Mount Lucas Management LP 0.89% Add +4.7% 28,853 $2.6M
Agilis Partners LLC 0.76% Reduce -2.2% 28,206 $2.5M
High Falls Advisors, Inc 0.58% Add +1.9% 27,928 $2.5M
Liberty Wealth Management LLC 0.41% Reduce -3.9% 27,923 $2.5M
Central Bank & Trust Co. 0.37% Reduce -26.6% 27,451 $2.4M
Concourse Financial Group Securities, Inc. 0.14% Add +11.6% 26,865 $2.4M
Plan A Wealth LLC 2.16% — 26,502 $2.4M
Verus Wealth Management, LLC 2.58% — 25,855 $2.3M
Park Edge Advisors, LLC 0.66% Add +3.7% 25,630 $2.3M
CENTRAL TRUST Co 0.06% Add +11.4% 25,361 $2.3M
Stokes Family Office, LLC 0.24% Add +13.6% 24,909 $2.2M
Rwa Wealth Partners, LLC 0.03% Reduce -85.0% 24,738 $2.2M
Merit Financial Group, LLC 0.04% Add +46.4% 24,619 $2.2M
Dynamic Wealth Strategies, LLC 1.93% Add +1.9% 24,316 $2.2M
Avalon Capital Management 0.70% New 24,242 $2.2M
Sharper & Granite LLC 0.95% Reduce -6.5% 24,189 $2.2M
Rovin Capital /Ut/ 0.77% Reduce -54.0% 23,881 $2.1M
Edmond DE Rothschild Holding S.A. 0.04% No change 23,752 $2.1M
Farther Finance Advisors, LLC 0.08% Add +6.8% 23,410 $2.1M
Prudential PLC 0.01% Add +87.0% 23,210 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -4.5% 23,101 $2.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -22.2% 22,724 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +22.4% 22,737 $2.0M
Kelman-Lazarov, Inc. 0.36% Add +10.4% 22,716 $2.0M
Ally Invest Advisors Inc. 0.17% Add +19.3% 22,668 $2.0M
Martel Wealth Advisors LLC 0.39% Add +1.4% 22,571 $2.0M
Guidance Capital, Inc. 0.61% Reduce -14.1% 21,946 $2.0M
Evergreen Capital Management LLC 0.06% Reduce -4.5% 22,168 $2.0M
MIdWestOne Financial Group, Inc. 0.27% Reduce -4.4% 21,943 $2.0M
Independent Advisor Alliance 0.03% New 21,782 $1.9M
Farrell Financial LLC 1.38% Add +4.6% 21,692 $1.9M
Austin Private Wealth, LLC 0.18% Add +3.5% 21,622 $1.9M
TSA Wealth Managment LLC 0.78% Add +3.8% 21,437 $1.9M
Randall & Associates Wealth Management 1.58% Reduce -52.2% 21,323 $1.9M
Hilltop Holdings Inc. 0.12% Reduce -30.7% 21,207 $1.9M
Integrity Alliance, Llc. 0.20% — 21,105 $1.9M
Moors & Cabot, Inc. 0.09% Add +7.9% 21,038 $1.9M
Triad Wealth Partners, LLC 0.67% Add +66.9% 20,930 $1.9M
World Investment Advisors 0.05% Add +31.5% 20,885 $1.9M
Trajan Wealth LLC 0.10% Reduce -7.5% 20,646 $1.8M
Beacon Financial Group 0.20% Add +17.0% 20,461 $1.8M
Private Advisory Group LLC 0.20% New 20,437 $1.8M
FFG Retirement Advisors LLC 1.18% Reduce -3.2% 20,240 $1.8M
Cardinal Strategic Wealth Guidance 0.57% Add +3.1% 20,092 $1.8M
Braun-Bostich & Associates Inc. 1.28% Add +1.5% 19,989 $1.8M
Vicus Capital 0.16% Reduce -51.8% 19,935 $1.8M
Regal Investment Advisors LLC 0.13% Add +9.2% 19,787 $1.8M
EverSource Wealth Advisors, LLC 0.10% Add +754.0% 19,769 $1.8M
ONE Advisory Partners, LLC 0.78% Add +5.4% 19,650 $1.7M
Captrust Financial Advisors 0.00% Reduce -0.3% 19,224 $1.7M
Dark Forest Capital Management LP 0.25% Add +19.6% 19,141 $1.7M
Brookstone Capital Management 0.02% Reduce -12.4% 18,826 $1.7M
Modern Wealth Management, LLC 0.06% Add +673.8% 18,811 $1.7M
Kestra Private Wealth Services, LLC 0.03% Add +2.6% 18,747 $1.7M
Ariadne Wealth Management, LP 0.76% No change 18,306 $1.7M
Peapack Gladstone Financial Corp. 0.02% Reduce -26.4% 18,331 $1.6M
Blue Trust, Inc. 0.02% Reduce -3.2% 18,214 $1.6M
Choreo, LLC 0.02% Reduce -4.3% 18,070 $1.6M
Csenge Advisory Group 0.09% Add +0.8% 18,016 $1.6M
Private Advisor Group, LLC 0.01% Add +7.6% 17,985 $1.6M
WealthTrak Capital Management LLC 1.35% — 17,956 $1.6M
Stephenson & Company, Inc. 1.07% Add +0.3% 17,852 $1.6M
Sincerus Advisory, LLC 1.67% — 17,533 $1.6M
VestGen Investment Management 0.43% Reduce -19.8% 17,523 $1.6M
Private Portfolio Partners LLC 0.29% Reduce -0.3% 17,504 $1.6M
Absolute Gestao de Investimentos Ltda. 0.66% New 17,500 $1.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -10.0% 17,392 $1.5M
Shore Point Advisors, LLC 0.82% Reduce -1.3% 17,139 $1.5M
Stone House Investment Management, LLC 0.39% Reduce -18.2% 17,111 $1.5M
Evolution Wealth Advisors, LLC 0.25% Reduce -0.6% 16,738 $1.5M
LexAurum Advisors, LLC 0.30% Add +3.5% 16,709 $1.5M
Cornerstone Wealth Group, LLC 0.12% Add +10.6% 16,695 $1.5M
Pettinga Financial Advisors LLC 0.33% Add +3.1% 16,430 $1.5M
One Wealth Advisors, LLC 0.22% Add +2.9% 16,316 $1.5M
Saxony Capital Management, LLC 1.28% Reduce -31.1% 16,297 $1.5M
Ascentis Independent Advisors 0.28% Add +67.3% 16,202 $1.4M
Unison Advisors LLC 0.17% Add +2.6% 16,168 $1.4M
American Financial Advisors, LLC 0.20% Reduce -0.3% 16,146 $1.4M
Alterna Wealth Management, Inc. 1.21% Reduce -0.3% 16,111 $1.4M
Nilsine Partners, LLC 0.15% Reduce -2.0% 16,066 $1.4M
Eq LLC 0.67% New 15,942 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.02% Add +3.3% 15,813 $1.4M
Crossmark Global Holdings, Inc. 0.03% No change 15,795 $1.4M
Prudent Investors Network, Inc. 0.41% Reduce -30.0% 15,617 $1.4M
Garden State Investment Advisory Services LLC 0.43% Add +2.8% 15,430 $1.4M
Arrow Investment Advisors, LLC 1.28% No change 14,695 $1.4M
Barden Capital Management, Inc. 1.18% Add +6.8% 15,415 $1.4M
Patriot Investment Management Group, Inc. 0.10% Add +2.3% 15,376 $1.4M
Spectrum Wealth Counsel, LLC 0.16% Reduce -29.8% 15,374 $1.4M
PAX Financial Group, LLC 0.24% Reduce -5.5% 15,327 $1.4M
AdvisorNet Financial, Inc 0.11% Reduce -14.2% 15,255 $1.4M
Marquette Associates, Inc. 1.12% New 15,123 $1.3M
Prosperity Consulting Group, LLC 0.10% Reduce -1.3% 15,093 $1.3M
Icon Wealth Advisors, LLC 0.11% Reduce -2.0% 15,015 $1.3M
CKW Financial Group 0.16% No change 14,741 $1.3M
US Financial Advisors, LLC 0.40% Add +1.4% 14,631 $1.3M
Bay Harbor Wealth Management, LLC 0.42% Add +1.0% 14,376 $1.3M
Brighton Jones LLC 0.04% New 14,330 $1.3M
Matisse Capital 0.65% No change 14,304 $1.3M
Future Financial Wealth Managment LLC 0.93% Reduce -0.5% 14,281 $1.3M
Mather Group, Llc. 0.02% Reduce -20.5% 14,245 $1.3M
Goldstone Financial Group, LLC 0.20% Add +8.4% 14,116 $1.3M
Mma Asset Management LLC 0.55% Reduce -67.5% 14,052 $1.3M
Hexagon Capital Partners LLC 0.22% Add +5.9% 13,779 $1.2M
Sowell Financial Services LLC 0.06% Add +0.3% 13,666 $1.2M
Tudor Investment Corporation 0.01% New 13,622 $1.2M
Advus Financial Partners, LLC 0.34% Add +18.8% 13,417 $1.2M
IHT Wealth Management, LLC 0.04% Reduce -28.3% 13,339 $1.2M
Advisory Services Network, LLC 0.02% Reduce -8.5% 13,297 $1.2M
Innealta Capital, LLC 0.58% Add +68.0% 13,265 $1.2M
Summit Financial, LLC 0.04% Reduce -17.1% 13,213 $1.2M
Synergy Investment Management, LLC 0.51% — 13,220 $1.2M
North Forty Two & Co. 1.32% — 12,827 $1.1M
Shared Vision Wealth Group LLC 0.60% Add +2.0% 12,708 $1.1M
Gries Financial LLC 0.20% Reduce -0.1% 12,631 $1.1M
LFA - Lugano Financial Advisors SA 0.73% Reduce -26.5% 12,466 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -13.3% 12,425 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -13.3% 12,425 $1.1M
Rareview Capital LLC 0.80% New 11,789 $1.1M
Redhawk Wealth Advisors, Inc. 0.15% Reduce -8.5% 12,249 $1.1M
OneAscent Family Office, LLC 1.98% — 12,232 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +5.5% 12,059 $1.1M
Aletheian Wealth Advisors LLC 0.63% Add +0.5% 11,993 $1.1M
SWP Financial LLC 0.64% New 11,938 $1.1M
Mutual Advisors, LLC 0.03% Reduce -7.9% 11,751 $1.1M
5T Wealth, LLC 0.58% — 11,794 $1.1M
Venture Visionary Partners LLC 0.04% Reduce -4.0% 11,698 $1.0M
Diversified Enterprises, LLC 0.10% Add +2.7% 11,661 $1.0M
Intellectus Partners, LLC 0.23% Reduce -3.1% 11,605 $1.0M
Crewe Advisors LLC 0.14% Reduce -2.4% 11,635 $1.0M
Cypress Wealth Services, LLC 0.21% Add +9.2% 11,580 $1.0M
Croban 1.00% — 11,491 $1.0M
J2 Capital Management Inc 0.94% — 11,223 $999K
BKM Wealth Management, LLC 0.40% Add +3.6% 11,035 $983K
Journey Strategic Wealth LLC 0.04% Reduce -3.0% 10,881 $969K
GeoWealth Management, LLC 0.03% Reduce -0.2% 10,875 $968K
Gridiron Partners, LLC 0.61% No change 10,790 $961K
Penobscot Wealth Management 0.44% Reduce -7.2% 10,690 $952K
Wolf Group Capital Advisors 0.46% No change 10,932 $946K
WealthShield Partners, LLC 0.13% Add +0.8% 10,473 $935K
First Horizon Advisors, Inc. 0.03% Add +25.9% 10,481 $933K
Unique Wealth Strategies, LLC 0.41% Add +45.2% 10,414 $927K
City State Bank 0.33% No change 10,395 $926K
True Vision MN LLC 0.55% Add +3.4% 10,316 $921K
Tidal Investments LLC 0.01% Add +3.3% 10,343 $921K
Creative Planning 0.00% Reduce -0.8% 10,326 $919K
Klaas Financial Asset Advisors, LLC 0.16% Reduce -3.2% 10,205 $909K
Northern Trust Corp. 0.00% Reduce -0.5% 10,185 $907K
Global Retirement Partners, LLC 0.03% Add +15.0% 10,182 $907K
Geneos Wealth Management Inc. 0.03% Reduce -24.1% 10,141 $903K
Cape Cod Five Cents Savings Bank 0.08% No change 9,610 $899K
Continuum Advisory, LLC 0.11% Add +0.1% 10,038 $894K
Chesapeake Capital Corp. 0.90% Reduce -0.5% 9,964 $887K
Curtis Advisory Group, LLC 0.23% Add +10.3% 9,923 $884K
Natixis 0.01% Reduce -25.1% 9,897 $881K
Murphy, Middleton, Hinkle & Parker, Inc. 0.50% Reduce -6.8% 9,858 $878K
Manning & Napier Advisors LLC 0.01% Reduce -15.3% 9,808 $873K
TFB Advisors LLC 0.25% Reduce -1.1% 9,806 $873K
Norden Group LLC 0.10% Reduce -30.3% 9,712 $865K
EFG Asset Management (Americas) Corp. 0.17% Add +16.1% 9,706 $864K
Quadrant Private Wealth Management, LLC 0.21% Add +6.8% 9,655 $862K
OxenFree Capital LLC 0.64% Add +5.3% 9,630 $857K
SG Americas Securities, LLC 0.00% Reduce -24.6% 9,610 $856K
Exencial Wealth Advisors, LLC 0.03% Reduce -6.7% 9,528 $848K
Simplicity Wealth,LLC 0.18% Reduce -44.9% 9,497 $846K
Verus Capital Partners, LLC 0.08% Reduce -15.6% 9,779 $843K
Trustmark Bank Trust Department 0.06% Reduce -23.6% 9,460 $842K
ORG Partners LLC 0.12% Add +17.6% 9,365 $835K
SBI Securities Co., Ltd. 0.03% — 9,323 $830K
Centurion Wealth Management LLC 0.26% Reduce -0.2% 9,318 $830K
FDx Advisors, Inc. 0.24% Reduce -1.1% 9,233 $822K
Signet Financial Management, LLC 0.10% Add +0.9% 9,125 $813K
Foundations Investment Advisors, LLC 0.02% Reduce -0.2% 9,124 $812K
Waverly Advisors, LLC 0.01% Reduce -1.4% 9,120 $812K
Apeiron RIA LLC 0.23% Add +0.5% 9,050 $806K
Focus Financial Network, Inc. 0.03% Add +4.5% 9,008 $804K
Postrock Partners LLC 0.39% — 9,000 $801K
Security Financial Services, INC. 0.16% Add +0.8% 8,973 $799K
First Trust Advisors LP 0.00% Reduce -0.8% 8,958 $798K
Keystone Financial Services 0.31% Add +0.5% 8,956 $797K
MMBG Investment Advisors Co. 0.08% Add +20.2% 8,923 $795K
Titan Global Capital Management USA LLC 0.12% Add +3.8% 8,867 $790K
Cyndeo Wealth Partners, LLC 0.05% Reduce -5.9% 8,774 $781K
Freedom Investment Management, Inc. 0.06% Reduce -0.7% 8,760 $780K
Rosenberg Matthew Hamilton 0.20% Add +12.7% 8,600 $766K
Independent Financial Group, LLC 0.03% Add +22.1% 8,484 $755K
Stratos Wealth Advisors, LLC 0.04% Add +13.9% 8,405 $748K
Voya Financial Advisors, Inc. 0.08% Add +0.9% 8,386 $748K
Signature Estate & Investment Advisors LLC 0.02% New 8,394 $747K
Defined Wealth Management, LLC 0.50% Add +0.6% 8,394 $747K
Avior Wealth Management, LLC 0.03% Add +8.5% 8,390 $747K
United Advisor Group, LLC 0.15% Add +258.9% 8,347 $743K
Worth Financial Advisory Group, LLC 0.46% Reduce -0.8% 8,344 $743K
ShoreHaven Wealth Partners, LLC 0.35% Reduce -0.4% 8,339 $743K
Alesco Advisors, LLC, An ESL Co 0.02% No change 8,305 $739K
Legacy Financial Group LLC 0.12% New 8,246 $734K
Yoffe Investment Management, LLC 1.09% — 8,210 $731K
New England Private Wealth Advisors LLC 0.12% Add +0.2% 8,185 $729K
Richardson Financial Services Inc. 0.51% Reduce -5.5% 8,147 $727K
Ocean Park Asset Management, LLC 0.02% Reduce -95.3% 8,111 $722K
Exchange Traded Concepts, LLC 0.01% Add +106.9% 8,111 $722K
Gateway Wealth Partners, LLC 0.19% Reduce -2.8% 8,032 $715K
Johnson Financial Group, Inc. 0.03% Reduce -52.6% 7,866 $712K
Atlatl Advisers LLC 0.42% — 7,987 $711K
Motiv8 Investments LLC 0.50% Reduce -10.8% 7,968 $709K
West Wealth Group, LLC 0.21% Add +5.9% 7,919 $705K
Quartz Partners, LLC 0.42% Add +0.6% 7,836 $698K
Stratos Wealth Partners, LTD. 0.01% Add +12.7% 7,822 $697K
Millennium Management 0.00% Reduce -92.7% 7,759 $691K
Tsfg, LLC 0.14% Add +7.5% 7,659 $682K
10Elms LLP 0.85% — 7,629 $679K
Capital Analysts, LLC 0.03% Add +12.4% 7,625 $679K
Frederick Financial Consultants, LLC 0.54% — 7,618 $678K
Sovran Advisors, LLC 0.10% — 7,598 $674K
American Financial & Tax Strategies Inc. 0.34% Add +4.0% 7,468 $665K
Apollon Wealth Management, LLC 0.02% Add +3.1% 7,440 $662K
Insigneo Advisory Services, LLC 0.07% Add +0.9% 7,328 $652K
Keystone Wealth Services, LLC 0.17% Add +60.6% 7,288 $649K
Arcus Capital Partners, LLC 0.20% Reduce -2.4% 7,183 $644K
Endowment Wealth Management, Inc. 0.43% Add +6.6% 7,172 $639K
Certus Wealth Management, LLC 0.43% Reduce -3.8% 7,023 $637K
Net Worth Advisory Group 0.19% Reduce -0.9% 7,104 $633K
CIBC Asset Management Inc 0.00% No change 7,044 $627K
Running Point Capital Advisors, LLC 0.21% Add +1.6% 6,977 $621K
Barnes Wealth Management Group, Inc 0.41% — 6,914 $616K
Snowden Capital Advisors LLC 0.02% Reduce -9.8% 6,876 $614K
MAI Capital Management 0.00% New 6,885 $613K
Kingswood Wealth Advisors, LLC 0.05% Add +142.1% 6,866 $611K
Life Planning Partners, Inc 0.56% Reduce -10.1% 6,841 $609K
Savvy Advisors, Inc. 0.07% Add +32.8% 6,783 $604K
CIBC Private Wealth Group LLC 0.00% Reduce -19.9% 6,755 $603K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -41.9% 6,616 $589K
Larson Financial Group LLC 0.03% Reduce -11.8% 6,545 $583K
Wealth Alliance, LLC 0.07% Add +19.4% 6,504 $579K
Hoxton Planning & Management, LLC 0.22% Add +0.3% 6,467 $576K
Strategic Financial Services, Inc. 0.03% Reduce -15.6% 6,444 $574K
Wela Strategies, Inc. 0.25% New 1,347 $571K
Elevation Point Wealth Partners, LLC 0.05% Reduce -5.9% 6,373 $567K
Rockingstone Advisors LLC 0.25% Add +1.5% 6,291 $560K
Diversify Advisory Services, LLC 0.03% Reduce -24.1% 6,299 $559K
Dorsey Wright & Associates 0.13% No change 6,254 $557K
Signal Advisors Wealth, LLC 0.06% Add +3.3% 6,201 $554K
Cutler Investment Counsel LLC 0.07% Add +43.3% 6,196 $553K
Copperleaf Capital, LLC 0.35% Reduce -11.6% 6,198 $552K
New Republic Capital, LLC 0.36% Reduce -81.7% 6,160 $550K
Certuity, LLC 0.06% Reduce -20.6% 6,106 $544K
Kingsview Wealth Management, LLC 0.01% Add +24.1% 6,076 $541K
Stock Yards Bank & Trust Co. 0.02% Reduce -0.5% 6,070 $540K
Frisch Financial Group, Inc. 0.16% Add +0.0% 6,039 $539K
White Lighthouse Investment Management Inc. 0.09% Reduce -10.9% 6,034 $537K
ARK & TLK Investments, LLC 0.18% No change 5,892 $525K
Spectrum Planning & Advisory Services Inc. 0.45% Add +7.9% 5,817 $518K
Tradition Wealth Management, LLC 0.05% Reduce -3.1% 5,777 $514K
Blue Fin Capital, Inc. 0.09% Reduce -1.9% 5,756 $513K
Resona Asset Management Co.,Ltd. 0.00% Reduce -5.1% 5,600 $500K
City National Bank of Florida 0.45% — 5,565 $496K
Advisors Asset Management, Inc. 0.01% Add +23.8% 5,559 $495K
Sage Advisory Services, Ltd.Co. 0.29% Reduce -29.3% 5,497 $489K
U.S. Capital Wealth Advisors, LLC 0.02% Add +12.3% 5,488 $489K
Mayflower Financial Advisors, LLC 0.07% Add +1.1% 5,459 $486K
Argent Trust Co 0.02% Reduce -1.0% 5,440 $484K
Fort Washington Investment Advisors Inc. 0.00% No change 5,430 $483K
Brown Wealth Management, LLC 0.17% Add +86.7% 5,410 $482K
Belpointe Asset Management LLC 0.03% Add +6.0% 5,236 $482K
Rothschild Wealth LLC 0.14% Add +586.4% 5,381 $479K
KKM Financial LLC 0.20% New 5,277 $478K
HCR Wealth Advisors 0.06% No change 5,337 $475K
Koshinski Asset Management, Inc. 0.04% Reduce -4.1% 5,283 $470K
Activest Wealth Management 0.13% Add +0.3% 5,263 $469K
Portside Wealth Group, LLC 0.08% Reduce -24.3% 5,234 $466K
AlTi Global, Inc. 0.01% No change 5,222 $465K
Dimension Capital Management LLC 0.08% Reduce -3.1% 5,201 $463K
Wealthstream Advisors, Inc. 0.08% Add +3.3% 5,143 $458K
Prospera Financial Services Inc 0.01% Add +3.6% 5,097 $454K
International Assets Investment Management, LLC 0.04% New 5,075 $453K
Strategic Financial Partners, Ltd. 0.23% Add +23.6% 5,073 $452K
RiverFront Investment Group, LLC 0.01% Add +70.3% 5,061 $451K
Sugarloaf Wealth Management, LLC 0.09% Reduce -4.2% 5,060 $451K
Insight Advisors, LLC/ PA 0.08% Add +0.1% 5,045 $450K
Prime Capital Investment Advisors, LLC 0.01% Reduce -21.1% 4,866 $433K
Sunesis Advisors, LLC 0.26% No change 4,840 $431K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 4,800 $427K
Affinity Capital Advisors, LLC 0.08% Reduce -4.2% 4,781 $426K
Theory Financial LLC 0.18% Add +3.4% 4,756 $423K
D.A. Davidson & Co. 0.00% New 4,676 $416K
Maripau Wealth Management LLC 0.24% New 4,598 $411K
Oppenheimer & Co. Inc. 0.01% Reduce -15.7% 4,594 $409K
Stratos Investment Management, LLC 0.02% Add +0.6% 4,592 $409K
Swmg, LLC 0.16% Reduce -9.3% 4,510 $407K
Montecito Bank & Trust 0.07% Add +1.2% 4,556 $406K
Concurrent Investment Advisors, LLC 0.01% Reduce -13.6% 4,550 $405K
Optivise Advisory Services LLC 0.22% Reduce -4.1% 4,523 $403K
XML Financial, LLC 0.04% Reduce -3.9% 4,521 $403K
Unique Wealth, LLC 0.08% Add +43.0% 4,450 $396K
Cohen Investment Advisors LLC 0.24% Add +4.6% 4,444 $396K
Integris Wealth Management, LLC 0.11% Reduce -5.8% 4,425 $394K
Dynamic Advisor Solutions LLC 0.02% Reduce -10.2% 4,422 $394K
Bremer Bank National Association 0.08% Add +2.8% 4,402 $392K
Diversify Wealth Management, LLC 0.03% Reduce -11.0% 4,415 $392K
Creative Financial Designs Inc. 0.03% Reduce -4.3% 4,395 $391K
1620 Investment Advisors, Inc. 0.30% Reduce -0.5% 4,362 $388K
Sterling Financial Planning, Inc. 0.14% Add +0.1% 4,362 $388K
VPR Management LLC 0.20% No change 4,300 $383K
CPA Asset Management Group, LLC 0.18% No change 4,254 $379K
Leo Wealth, LLC 0.03% New 4,237 $377K
AlphaCentric Advisors LLC 0.37% Add +7.7% 4,208 $375K
Arete Wealth Advisors, LLC 0.03% Add +48.1% 4,195 $374K
Sterling Investment Counsel, LLC 0.24% Add +43.6% 4,159 $370K
Knollwood Investment Advisory, LLC 0.04% No change 4,150 $370K
Arax Advisory Partners 0.02% New 4,046 $360K
Sigma Planning Corp 0.01% Reduce -17.2% 4,046 $360K
Kornitzer Capital Management Inc. 0.01% No change 4,044 $360K
Cushing Capital Partners, LLC 0.35% — 4,027 $360K
Aveo Capital Partners, LLC 0.04% Add +2.3% 3,996 $356K
4Thought Financial Group Inc. 0.22% Add +2.2% 3,979 $354K
Mosley Wealth Management 0.22% Add +10.0% 3,869 $350K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -63.7% 3,907 $348K
Maia Wealth LLC 0.07% Add +8.7% 3,815 $346K
Five Oceans Advisors 0.16% Add +0.4% 3,848 $343K
Invictus Private Wealth, LLC 0.03% Reduce -21.0% 3,845 $342K
Petix & Botte Co 0.09% Add +1.1% 3,809 $339K
Pinion Investment Advisors, LLC 0.13% Add +3.0% 3,771 $336K
Sunbelt Securities, Inc. 0.03% Reduce -64.0% 3,758 $335K
Firethorn Wealth Partners, LLC 0.17% Reduce -1.5% 3,740 $333K
Bank of Montreal 0.00% Reduce -70.5% 3,718 $331K
Three Bridge Wealth Advisors, LLC 0.12% Add +7.0% 3,695 $330K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -9.2% 3,699 $329K
Kickstand Ventures, Llc. 0.08% Add +7.7% 3,679 $328K
Advisory Resource Group 0.07% Add +38.4% 3,665 $326K
Advisors Capital Management, LLC 0.01% Add +11.8% 3,661 $326K
IPG Investment Advisors LLC 0.07% Reduce -11.0% 3,645 $325K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -6.9% 3,613 $322K
Personal Cfo Solutions, LLC 0.06% Reduce -1.9% 3,537 $315K
Brand Asset Management Group, Inc. 0.13% Reduce -15.3% 3,521 $314K
Dravo Bay LLC 0.15% Add +3.7% 3,510 $313K
North Ridge Wealth Advisors, Inc. 0.22% Reduce -22.0% 3,508 $312K
Sand Hill Global Advisors, LLC 0.01% Reduce -3.1% 3,459 $308K
Delta Wealth Advisors LLC 0.29% No change 3,457 $308K
Beacon Pointe Advisors, LLC 0.00% No change 3,456 $308K
Wealthcare Advisory Partners LLC 0.01% Reduce -2.6% 3,439 $306K
Rooted Wealth Advisors, Inc. 0.12% Reduce -16.0% 3,346 $298K
Creekside Partners 0.15% Reduce -14.7% 3,302 $294K
Avitas Wealth Management LLC 0.04% New 3,270 $291K
Gladstone Institutional Advisory LLC 0.01% Add +3.5% 3,258 $290K
Concorde Asset Management, LLC 0.15% Add +22.8% 3,250 $289K
Hart & Patterson Financial Group LLC 0.14% Reduce -0.7% 3,245 $289K
Client 1ST Advisory Group, LLC 0.11% Reduce -4.9% 3,245 $289K
Endeavor Private Wealth, Inc. 0.27% — 3,227 $288K
Strategy Asset Managers LLC 0.06% Reduce -1.8% 3,222 $287K
Blair William & Co. 0.00% Add +16.1% 3,151 $281K
BOS Asset Management, LLC 0.10% Add +45.5% 3,149 $280K
MPWM Advisory Solutions, LLC 0.20% — 3,100 $276K
BCU Wealth Advisors, LLC 0.16% Add +14.9% 3,083 $274K
Stewardship Advisors, LLC 0.08% Add +14.3% 3,067 $273K
Soltis Investment Advisors LLC 0.03% Reduce -7.5% 3,066 $273K
Villere St Denis J & Co. LLC 0.03% Reduce -4.4% 3,043 $271K
Rik Saylor Financial, Inc. 0.25% — 3,039 $271K
Coppell Advisory Solutions LLC 0.04% Reduce -71.0% 3,025 $270K
Pinney & Scofield, Inc. 0.20% — 3,000 $267K
One Wealth Capital Management, LLC 0.13% — 2,987 $266K
PKS Advisory Services, LLC 0.07% — 2,959 $263K
Comprehensive Money Management Services LLC 0.22% — 2,931 $261K
Walled Lake Planning & Wealth Management, LLC 0.10% No change 2,930 $261K
Disciplined Investments, LLC 0.13% New 2,910 $259K
Clearstead Advisors, LLC 0.00% Reduce -64.2% 2,900 $258K
Mission Creek Capital Partners, Inc. 0.06% Add +1.0% 2,896 $258K
Clearview Wealth Advisors LLC 0.20% Add +4.2% 2,891 $257K
Center For Asset Management LLC 0.17% Reduce -2.5% 2,870 $256K
Pitcairn Co. 0.02% No change 2,869 $255K
McAdam, LLC 0.01% Add +6.6% 2,862 $255K
First Heartland Consultants, Inc. 0.03% Add +8.2% 2,849 $254K
WealthPLAN Partners, LLC 0.04% Add +1.8% 2,842 $253K
Arkadios Wealth Advisors 0.01% Reduce -10.2% 2,835 $252K
Harbour Investments, Inc. 0.01% Add +7.7% 2,802 $249K
AQR Capital Management 0.00% Add +22.6% 2,793 $249K
Rehmann Capital Advisory Group 0.02% Add +2.1% 2,784 $248K
Glass Jacobson Investment Advisors llc 0.08% Add +5.3% 2,756 $245K
Avaii Wealth Management, LLC 0.12% New 2,745 $244K
Redwood Investment Management, LLC 0.02% Add +3.8% 2,735 $244K
Cibc World Market Inc. 0.00% New 2,716 $242K
WealthPlan Investment Management, LLC 0.02% Add +1.9% 2,713 $242K
Atlas Legacy Advisors, LLC 0.06% — 2,688 $239K
Cooper Financial Group 0.03% New 2,671 $238K
Summit Global Investments 0.01% Reduce -7.4% 2,652 $236K
Trust Point Inc. 0.02% Reduce -6.1% 2,616 $233K
Lifelong Wealth Advisors, Inc. 0.10% — 2,602 $232K
Aptus Capital Advisors, LLC 0.00% Add +38.2% 2,586 $231K
Private Trust Co. NA 0.02% Reduce -34.8% 2,552 $227K
Quad-Cities Investment Group, LLC 0.11% Reduce -6.9% 2,500 $223K
GK Wealth Management LLC 0.28% — 2,496 $222K
HB Wealth Management, LLC 0.00% Reduce -4.5% 2,478 $221K
Avidian Wealth Enterprises, LLC 0.01% Reduce -2.8% 2,470 $220K
Capula Management Ltd 0.00% Reduce -98.8% 2,454 $219K
Synovus Financial Corp. 0.00% Reduce -3.4% 2,433 $217K
Anchor Pointe Wealth Management, LLC 0.28% — 2,423 $216K
Victory Financial Group, LLC 0.06% — 2,421 $216K
Tennessee Valley Asset Management Partners 0.04% Reduce -28.6% 2,406 $214K
Headlands Technologies LLC 0.02% New 2,383 $212K
Rossby Financial, LCC 0.13% — 2,382 $212K
Emergent Wealth Advisors, LLC 0.15% Add +5.6% 2,370 $211K
First Citizens Bank & Trust Co. 0.00% Reduce -8.2% 2,369 $211K
RDA Financial Network 0.06% New 2,355 $210K
Veery Capital, LLC 0.08% Reduce -34.5% 2,348 $209K
BankPlus Trust Department 0.07% — 2,348 $209K
Wedbush Securities Inc. 0.01% Add +0.4% 2,335 $208K
First Interstate Bank 0.01% No change 2,335 $208K
Bellwether Advisors, LLC 0.04% Add +5.5% 2,335 $208K
Kovack Advisors, Inc. 0.02% New 2,334 $208K
PFG Advisors 0.01% Reduce -21.9% 2,316 $206K
Ieq Capital, LLC 0.00% New 2,284 $203K
Perigon Wealth Management, LLC 0.01% Reduce -78.4% 2,263 $203K
Breakwater Investment Management 0.09% Add +9.6% 2,268 $202K
Fullcircle Wealth LLC 0.08% Add +0.9% 2,225 $202K
WBH Advisory Inc. 0.02% Reduce -4.7% 2,258 $201K
Red Tortoise LLC 0.11% Add +1.8% 2,257 $201K
Advisory Alpha, LLC 0.01% Reduce -18.5% 2,247 $200K
Finley Financial, LLC 0.10% — 2,200 $198K
Transce3nd, LLC 0.07% — 2,172 $193K
Gen-Wealth Partners Inc 0.08% Add +2.6% 2,147 $191K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -24.2% 2,003 $178K
Cornerstone Planning Group LLC 0.04% Reduce -0.5% 1,948 $177K
Caitlin John, LLC 0.11% Add +6.7% 1,830 $163K
Eastern Bank 0.00% No change 1,721 $153K
Solstein Capital, LLC 0.08% Reduce -27.1% 1,683 $150K
Capital A Wealth Management, LLC 0.23% — 1,587 $141K
Pflug Koory, LLC 0.01% No change 1,576 $140K
Allworth Financial LP 0.00% Add +4.1% 1,542 $139K
LGT Financial Advisors LLC 0.29% Add +14.3% 1,473 $131K
Quintet Private Bank (Europe) S.A. 0.01% New 1,455 $130K
Clear Investment Research, LLC 0.16% Add +3.3% 1,405 $125K
UMB Bank, n.a. 0.00% Reduce -54.0% 1,370 $122K
Operose Advisors LLC 0.04% No change 1,300 $116K
BTG Pactual Asset Management US LLC 0.01% New 1,000 $113K
Allie Family Office LLC 0.06% No change 18,250 $112K
Medallion Wealth Advisors, LLC 0.05% — 1,155 $103K
PFS Partners, LLC 0.06% Reduce -8.0% 1,147 $102K
Barrett & Company, Inc. 0.04% Add +1.8% 1,070 $95K
Retirement Wealth Solutions LLC 0.08% — 1,037 $92K
Ravenstone Capital Management Inc. 0.05% New 1,000 $89K
Park Square Financial Group, LLC 0.06% — 993 $88K
Element Wealth, LLC 0.05% Reduce -7.1% 977 $87K
Webster Bank, N. A. 0.01% Reduce -12.4% 919 $82K
Cordgrass Capital Advisors, LLC 0.02% Reduce -13.3% 900 $80K
Ameriflex Group, Inc. 0.04% — 844 $76K
Darwin Wealth Management, LLC 0.03% Reduce -4.8% 840 $75K
Pacifica Partners Inc. 0.03% Add +0.4% 832 $74K
Fifth Third Bancorp 0.00% Reduce -41.9% 788 $70K
Luminist Capital LLC 0.12% — 777 $69K
FLP Wealth Management, LLC 0.18% — 769 $68K
Ancora Advisors LLC 0.00% Reduce -7.0% 756 $67K
Financial Network Wealth Advisors LLC 0.12% Reduce -42.5% 738 $66K
Semmax Financial Advisors Inc. 0.02% Add +3.1% 693 $63K
TD Waterhouse Canada Inc. 0.00% Add +28.2% 705 $63K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 690 $61K
Elevate Wealth Advisory, Inc. 0.05% No change 680 $61K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -3.1% 679 $60K
WPG Advisers, LLC 0.06% — 678 $60K
Wolff Wiese Magana LLC 0.04% No change 664 $59K
PrairieView Partners, LLC 0.01% Add +6.5% 640 $56K
Alaska Permanent Capital Management, LLC 0.00% No change 625 $56K
Sava Infond d.o.o. 0.01% — 550 $49K
Wilmington Savings Fund Society, FSB 0.00% Add +0.6% 545 $49K
Zions Bancorporation, N.A. 0.00% No change 533 $47K
Pin Oak Investment Advisors Inc. 0.04% No change 506 $47K
Wintrust Investments LLC 0.04% Add +92.1% 534 $47K
Olistico Wealth, LLC 0.03% No change 525 $47K
First United Bank & Trust 0.02% Add +12.4% 524 $47K
Cape Investment Advisory, Inc. 0.02% Add +1.2% 523 $47K
Pinnacle Bancorp, Inc. 0.02% No change 520 $46K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $45K
Castleview Partners, LLC 0.02% No change 500 $45K
Independence Bank of Kentucky 0.01% New 500 $45K
Transcendent Capital Group LLC 0.02% Reduce -48.2% 498 $44K
Sound Income Strategies, LLC 0.00% Add +67.7% 478 $43K
NorthRock Partners, LLC 0.00% Reduce -39.5% 465 $42K
First Financial Corp. 0.02% New 454 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Add +125.5% 451 $40K
Red Lighthouse Investment Management, LLC 0.02% No change 428 $38K
Ironwood Wealth Management, LLC. 0.01% New 428 $38K
Elequin Capital, LP 0.01% New 418 $37K
Cullen/Frost Bankers, Inc. 0.00% Add +89.5% 415 $37K
NFSG Corp 0.01% New 407 $36K
Harbor Capital Advisors, Inc. 0.00% Add +4.9% 404 $36K
Whittier Trust Co. of Nevada Inc. 0.00% No change 401 $36K
Beacon Capital Management, LLC 0.00% Reduce -31.5% 395 $35K
Twin City Private Wealth, LLC 0.03% Reduce -21.6% 389 $35K
TD Capital Management LLC 0.00% Add +1.7% 365 $33K
Federation des caisses Desjardins du Quebec 0.00% Add +34.4% 352 $31K
Criterion Capital Advisors, LLC 0.02% No change 354 $31K
West Branch Capital LLC 0.01% No change 335 $30K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -23.4% 328 $29K
WR Wealth Planners, LLC 0.01% Reduce -50.8% 323 $29K
Towne Trust Company, N.A 0.01% New 317 $28K
Ameritas Investment Partners, Inc. 0.00% No change 305 $27K
City Holding Co. 0.00% Reduce -9.1% 300 $27K
Global Financial Private Client, LLC 0.01% Reduce -5.8% 291 $26K
Guardian Wealth Advisors, LLC / NC 0.00% Add +295.9% 289 $26K
Colony Family Offices, LLC 0.01% New 272 $24K
Capital Investment Counsel, Inc 0.00% New 264 $24K
Ameliora Wealth Management Ltd. 0.01% No change 250 $22K
Key Financial Inc 0.01% Reduce -0.4% 249 $22K
Vermillion & White Wealth Management Group, LLC 0.02% Add +92.9% 243 $22K
PSI Advisors, LLC 0.01% Add +5925.0% 241 $21K
McIlrath & Eck, LLC 0.00% No change 238 $21K
AlphaMark Advisors, LLC 0.01% Reduce -30.0% 233 $21K
Founders Financial Alliance, LLC 0.01% Add +0.9% 230 $20K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.9% 216 $19K
Phillips Financial Management, LLC 0.00% No change 209 $19K
CBIZ Investment Advisory Services, LLC 0.00% Add +2.0% 204 $18K
Armstrong Advisory Group, Inc. 0.00% Reduce -32.5% 201 $18K
Sanctuary Wealth Management, L.L.C. 0.01% New 194 $17K
Raleigh Capital Management Inc. 0.01% Add +12.7% 187 $17K
Winch Advisory Services, LLC 0.00% New 185 $16K
Bangor Savings Bank 0.00% Add +76.7% 182 $16K
Daiwa Securities Group Inc. 0.00% Add +21.7% 185 $16K
Parkside Financial Bank & Trust 0.00% Reduce -70.5% 178 $16K
Kiker Wealth Management, LLC 0.01% — 178 $16K
Financial Gravity Companies, Inc. 0.00% No change 178 $16K
Smartleaf Asset Management LLC 0.00% Add +453.1% 177 $16K
O'shaughnessy Asset Management, LLC 0.00% Reduce -14.9% 177 $16K
Silicon Valley Capital Partners 0.00% Add +1.8% 170 $15K
Cherry Tree Wealth Management, LLC 0.00% Add +1.8% 169 $15K
BOK Financial Private Wealth, Inc. 0.00% No change 162 $14K
Kestra Investment Management, LLC 0.00% New 159 $14K
NBT Bank, N.A. 0.00% Reduce -44.8% 153 $14K
New Wave Wealth Advisors LLC 0.01% New 152 $14K
Main Management LLC 0.00% No change 142 $13K
Golden State Wealth Management, LLC 0.00% — 135 $12K
GPS Wealth Strategies Group, LLC 0.00% Add +2.3% 131 $12K
Eagle Bay Advisors LLC 0.01% No change 124 $11K
EnRich Financial Partners LLC 0.00% No change 119 $11K
Curio Wealth, LLC 0.01% — 119 $11K
Tucker Asset Management LLC 0.00% Reduce -18.5% 119 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 116 $10K
Colonial Trust Advisors 0.00% No change 110 $10K
EPG Wealth Management LLC 0.00% No change 110 $10K
AllSquare Wealth Management LLC 0.01% No change 108 $10K
Raffa Wealth Management, LLC 0.00% New 108 $10K
Ruedi Wealth Management, Inc. 0.00% Add +15.7% 103 $9K
GW&K Investment Management, LLC 0.00% No change 100 $9K
SouthState Bank Corp 0.00% Add +94.2% 101 $9K
Crowley Wealth Management, Inc. 0.01% — 100 $9K
Bellevue Asset Management, LLC 0.00% New 100 $9K
North Star Investment Management Corp. 0.00% No change 100 $9K
Capital Investment Advisory Services, LLC 0.00% Reduce -32.4% 98 $9K
Friedenthal Financial 0.00% No change 91 $8K
Bogart Wealth, LLC 0.00% Add +17.8% 86 $8K
Glen Eagle Advisors, LLC 0.00% Add +295.2% 83 $7K
State Farm Mutual Automobile Insurance Co. 0.00% New 81 $7K
Boyd Watterson Asset Management LLC 0.00% No change 80 $7K
Quest 10 Wealth Builders, Inc. 0.01% — 78 $7K
American Capital Advisory, LLC 0.00% No change 75 $7K
Investors Research Corp 0.00% No change 72 $6K
Covestor Ltd 0.00% Add +5.9% 72 $6K
Hemington Wealth Management 0.00% New 68 $6K
Westside Investment Management, Inc. 0.00% No change 65 $6K
Wiser Advisor Group LLC 0.01% Add +1.6% 64 $6K
Plante Moran Financial Advisors, LLC 0.00% Reduce -38.8% 60 $5K
Whittier Trust Co. 0.00% No change 60 $5K
Park Place Capital Corp 0.00% Reduce -81.4% 56 $5K
Harbor Investment Advisory, LLC 0.00% No change 53 $5K
Howe & Rusling Inc. 0.00% New 51 $5K
Fairscale Capital, LLC 0.00% New 48 $4K
Collier Financial 0.00% — 46 $4K
Elevation Wealth Partners, LLC 0.00% No change 46 $4K
Aventura Private Wealth, LLC 0.00% — 42 $4K
Birchbrook, Inc. 0.00% New 41 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 40 $4K
Tompkins Financial Corp. 0.00% New 37 $3K
Anchor Investment Management, LLC 0.00% Reduce -82.0% 36 $3K
CNB Bank 0.00% No change 34 $3K
Hazlett, Burt & Watson, Inc. 0.00% Add +40.0% 28 $3K
Centerpoint Advisors, LLC 0.00% No change 31 $3K
Mb, Levis & Associates, LLC 0.00% No change 33 $3K
Archer Investment Corp 0.00% Reduce -3.0% 32 $3K
Salem Investment Counselors Inc. 0.00% No change 31 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 31 $3K
Tower Research Capital LLC (TRC) 0.00% New 30 $3K
Innovative Advisory Group, LLC 0.00% — 28 $2K
Evelyn Partners Asset Management Ltd 0.00% — 26 $2K
Cedar Mountain Advisors, LLC 0.00% New 25 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 24 $2K
REAP Financial Group, LLC 0.00% Reduce -14.3% 24 $2K
IFS Advisors, LLC 0.00% New 23 $2K
2UniFi Bank 0.00% — 21 $2K
SRH Advisors, LLC 0.00% No change 18 $2K
Contravisory Investment Management, Inc. 0.00% New 17 $2K
New Millennium Group LLC 0.00% New 13 $1K
Rothschild Investment LLC 0.00% No change 13 $1K
Financial Life Planners 0.00% — 12 $1K
Avion Wealth 0.00% Reduce -73.7% 20 $1K
Roxbury Financial LLC 0.00% — 10 $990
Oarsman Capital, Inc. 0.00% Reduce -96.2% 11 $979
GHP Investment Advisors, Inc. 0.00% No change 9 $802
Kings Path Partners LLC 0.00% No change 9 $801
Clark Wealth Partners 0.00% — 6 $534
Salomon & Ludwin, LLC 0.00% No change 6 $534
Legacy Investment Solutions, LLC 0.00% Reduce -97.3% 5 $454
Legacy Wealth Managment, LLC 0.00% Reduce -97.3% 5 $454
Carolinas Wealth Consulting LLC 0.00% Add +150.0% 5 $447
Front Row Advisors LLC 0.00% No change 5 $446
Lee Danner & Bass Inc. 0.00% New 5 $445
PayPay Securities Corp 0.02% Add +33.3% 4 $356
NewSquare Capital LLC 0.00% No change 4 $356
Realta Investment Advisors 0.00% Reduce -96.4% 3 $269
Spurstone Advisory Services, LLC 0.01% — 3 $267
Integrity Financial Corp 0.00% New 3 $267
Signaturefd, LLC 0.00% No change 3 $239
TD Private Client Wealth LLC 0.00% Add +50.0% 3 $239
Bear Mountain Capital, Inc. 0.00% No change 2 $214
Concord Wealth Partners 0.00% Reduce -50.0% 1 $132
Lanark Financial, Inc. 0.01% — 1 $111
Abound Wealth Management 0.00% Reduce -50.0% 1 $102
Frazier Financial Advisors, LLC 0.00% No change 1 $97
Asset Dedication, LLC 0.00% No change 1 $90
Fourth Dimension Wealth, LLC 0.00% — 1 $89
Iron Horse Wealth Management, LLC 0.00% New 1 $33

"% 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.