iShares JP Morgan Usd EmergiEMBETF

13F holders, Q1 2026 (March 31)
847holders −118
78new positions
190sold out
6famous investors
$91.91avg. 13F price*

At the end of Q1 2026, 847 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, down 118 from Q4 2025. 78 opened new positions and 190 sold out. The largest holders were Wells Fargo & Company ($1.9B), UBS Group AG ($956.1M) and Goldman Sachs Group Inc. ($602.6M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions78$218.7M
Exits190$416.6M

All 13F filers, Q4 2025 → Q1 2026: 28,343,565 shares bought and 36,054,984 shares sold, net −7,711,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 847 holders

Wells Fargo & Company 0.37% Add +4.1% 19,861,569 $1.9B
UBS Group AG 0.17% Add +613.3% 10,178,384 $956.1M
Goldman Sachs Group Inc. 0.08% Add +148.5% 6,415,371 $602.6M
Adventist Health System Sunbelt Healthcare Corp. 20.83% Add +0.6% 6,336,400 $595.2M
Bank of America Corp. 0.04% Reduce -20.1% 6,303,322 $592.1M
BNP Paribas Financial Markets 0.39% Add +74.2% 6,196,808 $582.1M
Betterment LLC 0.96% Reduce -9.2% 5,407,726 $507.9M
Morgan Stanley 0.02% Add +3.4% 4,289,720 $402.9M
JPMorgan Chase & Co. 0.03% Reduce -29.9% 4,065,982 $378.6M
SBI Okasan Asset Management Co.Ltd. 13.27% Reduce -48.4% 3,478,160 $323.9M
Royal Bank of Canada 0.05% Reduce -0.0% 2,688,071 $252.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.96% — 2,650,114 $248.9M
HSBC Holdings PLC 0.14% Reduce -33.0% 2,513,054 $236.3M
Japan Science & Technology Agency 4.88% No change 2,500,000 $234.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +571.2% 2,189,400 $205.7M
Bessemer Group Inc. 0.32% Add +5.9% 2,183,616 $205.1M
Nationwide Fund Advisors 8.86% Add +3.8% 2,156,276 $202.5M
Polianta Ltd 26.81% Reduce -7.5% 2,151,000 $202.0M
Prudential Financial Inc. 0.21% Reduce -21.8% 1,795,388 $168.6M
BlackRock, Inc. 0.00% Reduce -42.5% 1,763,545 $165.6M
Bank of New York Mellon Corp 0.03% Add +4.9% 1,745,556 $164.0M
Hamilton Capital, LLC 7.56% Add +5.7% 1,553,708 $145.9M
Sumitomo Life Insurance Co. 2.94% Reduce -11.9% 1,337,709 $125.7M
CI Investments Inc. 0.58% Add +111.9% 1,278,166 $120.1M
LPL Financial LLC 0.03% Reduce -62.3% 1,083,204 $101.7M
Payden & Rygel 6.71% Reduce -8.5% 917,273 $86.2M
Ameriprise Financial Inc. 0.02% Reduce -17.9% 904,307 $85.8M
SigFig Wealth Management, LLC 2.50% Add +12.8% 906,584 $85.2M
Envestnet Asset Management Inc. 0.02% Reduce -83.2% 859,775 $80.7M
Nomura Asset Management Co. Ltd. 0.20% Add +13.4% 844,402 $79.3M
1832 Asset Management L.P. 0.10% Add +4.2% 837,511 $78.7M
Steward Partners Investment Advisory, LLC 0.37% Reduce -3.5% 774,583 $72.8M
PNC Financial Services Group, Inc. 0.03% Reduce -6.5% 593,863 $55.8M
State of Wisconsin Investment Board 0.12% No change 580,000 $54.5M
Federation des caisses Desjardins du Quebec 0.18% Add +43.8% 524,772 $49.3M
Neuberger Berman Group LLC 0.04% Reduce -29.7% 513,763 $48.3M
Deutsche Bank AG 0.02% Reduce -17.1% 513,611 $48.2M
Prudent Investors Network, Inc. 9.97% Add +2396.6% 487,378 $45.8M
Allianz Asset Management GmbH 0.05% Reduce -17.5% 468,008 $44.0M
Venturi Wealth Management, LLC 1.83% Add +3177.6% 431,469 $40.5M
Cetera Investment Advisers 0.04% Reduce -49.6% 415,091 $39.0M
HRT Financial LP 0.09% New 404,063 $38.0M
Centiva Capital, LP 1.77% Add +103.0% 402,000 $37.8M
Savant Capital, LLC 0.17% Reduce -3.6% 370,454 $34.8M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +4.8% 359,377 $33.8M
Janus Henderson Group PLC 0.02% Add +7.2% 353,373 $33.2M
Varma Mutual Pension Insurance Co 0.19% No change 350,000 $32.9M
FUKOKU MUTUAL LIFE INSURANCE Co 2.09% No change 340,000 $31.9M
Assetmark, Inc. 0.07% Reduce -74.4% 339,782 $31.9M
Susquehanna International Group, LLP 0.04% Add +831.4% 319,753 $30.0M
Pacific Life Fund Advisors LLC 3.41% Reduce -6.4% 316,338 $29.7M
Retirement Investment Advisors, Inc. 2.26% Add +0.0% 291,422 $28.1M
BLB&B Advisors, LLC 1.16% Add +8.8% 297,977 $28.0M
Jones Financial Companies LLLP 0.01% Add +16.2% 297,429 $27.7M
Apella Capital, LLC 0.41% Add +26.5% 285,866 $27.6M
Baker Avenue Asset Management, LP 0.60% Reduce -8.1% 279,663 $26.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.18% Reduce -0.3% 274,505 $25.6M
First Command Advisory Services, Inc. 0.17% Add +14.8% 271,831 $25.5M
SageView Advisory Group, LLC 0.93% Add +2.8% 271,763 $25.5M
Raymond James Financial Inc. 0.01% Reduce -22.6% 264,519 $24.8M
Financial Sense Advisors, Inc. 5.74% New 263,561 $24.8M
Washington Trust Bank 1.82% Add +5.3% 263,346 $24.7M
Sei Investments Co. 0.02% Reduce -2.3% 255,421 $24.0M
Creative Planning 0.02% Add +1647.9% 253,797 $23.8M
Tidal Investments LLC 0.07% Add +9.9% 246,629 $23.1M
Osaic Holdings, Inc. 0.03% Add +24.8% 245,357 $23.1M
Stairway Partners, LLC 1.18% Add +0.5% 241,841 $22.7M
HighTower Advisors, LLC 0.02% Reduce -27.2% 232,882 $21.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Add +4.4% 230,405 $21.6M
Checchi Capital Advisers, LLC 1.47% Reduce -1.4% 227,616 $21.4M
Pure Financial Advisors, LLC 0.31% Add +3.3% 225,899 $21.2M
SIH Partners, LLLP 0.65% New 225,176 $21.2M
Invesco Ltd. 0.00% Reduce -5.1% 225,000 $21.1M
Wealthfront Advisers LLC 0.05% Add +2.1% 223,465 $21.0M
Towercrest Capital Management 3.25% Add +4.0% 221,835 $20.8M
Estate Counselors, LLC 1.84% Add +95.7% 220,249 $20.7M
Equitable Holdings, Inc. 0.13% Add +8.2% 275,863 $19.5M
Bernicke Wealth Management, Ltd. 2.45% Add +1.0% 201,734 $18.9M
Jaffetilchin Investment Partners, LLC 1.11% New 199,452 $18.7M
SG Americas Securities, LLC 0.02% Reduce -61.1% 191,736 $18.0M
Invst, LLC 2.03% Reduce -4.1% 191,589 $18.0M
Financial Advisors Network, Inc. 2.48% Add +22.6% 191,122 $18.0M
Nissay Asset Management Corp. /Japan 0.09% New 190,109 $17.9M
Cannon Financial Strategists, Inc. 2.33% Add +3.6% 188,876 $17.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +34.9% 188,300 $17.7M
Pictet Asset Management Holding SA 0.02% Reduce -57.6% 175,915 $16.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -23.2% 172,166 $16.2M
iA Global Asset Management Inc. 0.23% Add +1.3% 171,924 $16.1M
Nuveen, LLC 0.00% New 159,800 $15.0M
First Trust Bank, Ltd. 29.17% No change 158,000 $14.8M
Horizon Investments, LLC 0.16% Reduce -50.8% 155,694 $14.5M
Barclays PLC 0.01% Reduce -70.4% 152,709 $14.3M
Syon Capital LLC 0.69% Add +62.8% 146,317 $13.7M
Alliancebernstein L.P. 0.00% No change 141,877 $13.7M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -52.7% 144,276 $13.6M
IMC-Chicago, LLC 0.20% Add +616.2% 141,944 $13.3M
Cerity Partners LLC 0.02% Add +35.2% 139,167 $13.1M
Millennium Management 0.01% Add +66.8% 137,531 $12.9M
Howard Capital Management, LLC 0.21% Add +3.5% 136,346 $12.8M
Citizens & Northern Corp. 3.18% Add +2.8% 135,929 $12.8M
1 North Wealth Services LLC 4.59% Add +0.1% 135,357 $12.7M
Alliance Wealth Management Group 2.78% Add +3.3% 135,230 $12.7M
Country Trust Bank 0.24% Reduce -0.1% 133,652 $12.6M
Occidental Asset Management, LLC 1.47% Add +16.6% 132,371 $12.4M
J.Safra Asset Management Corp 0.67% Add +6.8% 131,450 $12.3M
Spire Wealth Management 0.41% Add +3.5% 129,134 $12.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.71% Reduce -5.0% 128,000 $12.0M
National Bank of Canada 0.01% Add +64.9% 127,356 $12.0M
Idaho Trust Co 3.86% Add +0.5% 126,419 $11.9M
NorthCoast Asset Management LLC 0.27% Reduce -22.2% 122,087 $11.5M
Park Avenue Securities LLC 0.09% Reduce -63.7% 120,922 $11.4M
Peak Financial Advisors LLC 4.87% Reduce -1.3% 117,052 $11.0M
Factor Wealth Management LTD 2.06% Add +63.3% 116,848 $11.0M
Vontobel Holding Ltd. 0.04% Reduce -0.5% 116,089 $10.9M
Tiaa Trust, National Association 0.65% Reduce -95.0% 113,164 $10.6M
Vise Technologies, Inc. 0.20% No change 105,585 $10.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -27.1% 107,961 $10.1M
Citigroup Inc. 0.01% Reduce -77.5% 107,250 $10.1M
CVS HEALTH Corp 4.74% New 107,000 $10.1M
Commerce Bank 0.05% Reduce -1.6% 106,127 $10.0M
Mercer Global Advisors Inc. 0.01% Reduce -34.8% 105,935 $10.0M
Foster & Motley Inc. 0.51% Add +7.4% 105,482 $9.9M
Mariner, LLC 0.01% Reduce -20.3% 105,456 $9.9M
III Capital Management 4.08% New 105,000 $9.9M
FMR LLC 0.00% Reduce -67.0% 104,486 $9.8M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -15.1% 103,756 $9.7M
NewEdge Advisors, LLC 0.03% Reduce -62.3% 102,844 $9.7M
Trek Financial, LLC 0.51% Add +61.8% 102,196 $9.6M
LMR Partners LLP 0.11% Add +100.0% 100,000 $9.4M
Probity Advisors, Inc. 1.48% Add +3.8% 99,480 $9.3M
Scotia Capital Inc. 0.04% Add +15.4% 98,594 $9.3M
Rockefeller Capital Management L.P. 0.02% Add +10.1% 98,343 $9.2M
Man Group plc 0.02% Reduce -89.7% 97,377 $9.1M
Truist Financial Corp. 0.01% Reduce -38.3% 95,708 $9.0M
Omega Financial Group, LLC 2.86% Add +1.2% 92,362 $8.7M
Lake Street Private Wealth, LLC 1.10% Add +57.2% 91,647 $8.6M
Mackenzie Financial Corp. 0.01% No change 90,180 $8.5M
Ashton Thomas Private Wealth, LLC 0.20% Reduce -7.3% 88,865 $8.3M
&partners 0.04% Reduce -18.3% 87,372 $8.2M
DRW Securities, LLC 0.44% New 85,755 $8.1M
Stifel Financial Corp. 0.01% Reduce -60.7% 85,304 $8.0M
Ellevest, Inc. 1.09% Add +3.2% 83,269 $7.8M
Integrated Wealth Concepts LLC 0.06% Add +15.0% 81,989 $7.7M
Outlook Wealth Advisors, LLC 1.85% Add +8.3% 81,501 $7.7M
Van Hulzen Asset Management, LLC 0.56% Add +19.0% 80,434 $7.6M
Busey Bank 0.20% Add +1.3% 80,210 $7.5M
Berger Financial Group, Inc 0.42% Reduce -13.6% 79,989 $7.5M
Jmac Enterprises LLC 1.42% Add +1.7% 78,794 $7.4M
Genus Capital Management Inc. 0.83% Add +0.6% 76,810 $7.2M
Union Bancaire Privee, UBP SA 0.10% Add +0.7% 77,000 $7.2M
Summit Global Investments 0.41% New 73,170 $6.9M
Westview Management dba Westview Investment Advisors 3.57% Reduce -7.2% 73,059 $6.9M
Principal Financial Group Inc. 0.00% Add +83.5% 68,039 $6.4M
FORM Wealth Advisors, LLC 0.73% Add +9.4% 66,724 $6.3M
Federated Hermes, Inc. 0.01% Add +34.5% 65,446 $6.1M
Impact Partnership Wealth, LLC 0.75% Add +74.5% 64,684 $6.1M
Guggenheim Capital LLC 0.05% Add +7.5% 63,394 $6.0M
Fifth Third Bancorp 0.01% Add +16933.1% 61,830 $5.8M
Baird Financial Group, Inc. 0.01% Reduce -16.1% 61,286 $5.8M
Fairview Capital Investment Management, LLC 0.31% Reduce -0.1% 61,165 $5.7M
Park Edge Advisors, LLC 1.31% Add +2801.9% 60,708 $5.7M
Finhabits Advisors LLC 5.26% Add +2.6% 60,688 $5.7M
Alternative Investment Advisors, LLC. 2.48% Add +3.2% 59,476 $5.6M
OneDigital Investment Advisors LLC 0.05% Reduce -81.8% 58,063 $5.5M
Beacon Advisors Holdings, LLC 2.86% Reduce -2.7% 56,980 $5.4M
Sierra Ocean, LLC 4.34% Add +2.7% 56,251 $5.3M
Qube Research & Technologies Ltd 0.01% Reduce -74.8% 56,164 $5.3M
Focus Partners Wealth 0.01% Add +28.1% 55,042 $5.2M
Larch Capital Partners LLC 0.75% Add +6.9% 54,811 $5.1M
Founders Financial Securities LLC 0.28% Add +4.6% 52,698 $5.0M
Pathstone Holdings, LLC 0.02% Add +19.8% 53,451 $5.0M
Commonwealth Equity Services, LLC 0.01% Reduce -62.3% 53,220 $5.0M
Financial Alternatives, Inc 2.68% Reduce -7.6% 52,852 $5.0M
Monument Capital Management 1.24% Reduce -4.5% 52,620 $4.9M
Parr McKnight Wealth Management Group, LLC 0.64% Reduce -7.1% 52,348 $4.9M
Islay Capital Management, LLC 2.49% Add +137.2% 51,937 $4.9M
Independent Advisor Alliance 0.05% Add +271.6% 51,603 $4.8M
Hancock Whitney Corp. 0.08% Add +8.3% 50,218 $4.8M
IFP Advisors, Inc 0.10% Add +20.7% 49,895 $4.7M
BlueSky Wealth Advisors, LLC 0.60% Add +1.2% 49,619 $4.7M
Privium Fund Management (UK) Ltd 2.36% New 50,070 $4.7M
Jane Street Group, LLC 0.00% Reduce -95.2% 48,369 $4.5M
Insight Wealth Partners, LLC 1.78% Add +4.2% 47,021 $4.4M
Sanctuary Advisors, LLC 0.02% Reduce -69.3% 46,855 $4.4M
CENTRAL TRUST Co 0.09% Add +8.8% 46,263 $4.3M
Citizens Financial Group Inc. 0.06% Reduce -1.3% 46,082 $4.3M
Edgestream Partners, L.P. 0.14% New 45,911 $4.3M
Tudor Investment Corporation 0.02% Add +611.8% 45,013 $4.2M
Integrity Alliance, Llc. 0.16% Add +9.3% 44,441 $4.2M
Modera Wealth Management, LLC 0.05% Add +2.1% 43,827 $4.1M
Parallel Advisors, LLC 0.07% Add +1.6% 43,765 $4.1M
MML Investors Services, LLC 0.01% Reduce -90.8% 43,325 $4.1M
Integrated Advisors Network LLC 0.21% Reduce -58.2% 42,470 $4.0M
Gridiron Partners, LLC 2.43% Add +325.6% 42,501 $4.0M
Wharton Business Group, LLC 0.15% Add +0.1% 42,220 $4.0M
Rinkey Investments 1.00% Reduce -47.8% 41,756 $3.9M
Beacon Pointe Advisors, LLC 0.02% Add +44.3% 41,098 $3.9M
Trivium Point Advisory, LLC 0.69% Reduce -18.7% 40,921 $3.8M
Merit Financial Group, LLC 0.03% Reduce -10.8% 40,490 $3.8M
Colton Groome Financial Advisors, LLC 1.08% Add +10.0% 40,202 $3.8M
Paragon Advisors, LLC 1.01% Reduce -7.8% 39,908 $3.7M
Sharper & Granite LLC 1.28% Add +47.4% 39,739 $3.7M
Crossmark Global Holdings, Inc. 0.05% Add +102.3% 39,545 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -60.2% 38,930 $3.7M
Allstate Corp. 0.04% New 37,948 $3.6M
Caisse de depot et placement du Quebec 0.01% No change 37,700 $3.5M
Citadel Advisors 0.00% New 36,367 $3.4M
Inscription Capital, LLC 0.36% Reduce -1.5% 36,266 $3.4M
Independent Financial Group, LLC 0.08% Add +112.8% 36,128 $3.4M
Nwam LLC 0.19% Reduce -2.4% 35,490 $3.3M
LifePlan Investment Advisors, Inc. 1.30% Reduce -8.6% 35,251 $3.3M
Ascent Group, LLC 0.11% Reduce -69.3% 35,129 $3.3M
Hilltop Holdings Inc. 0.30% Reduce -27.9% 34,988 $3.3M
GenTrust, LLC 0.14% No change 34,960 $3.3M
Clear Creek Financial Management, LLC 0.25% Add +5.0% 34,725 $3.3M
Great Diamond Partners, LLC 0.63% Add +11.1% 34,688 $3.3M
Heritage Family Offices, LLP 1.41% Reduce -26.6% 33,881 $3.2M
Cwm, LLC 0.01% Reduce -94.0% 33,542 $3.2M
Renaissance Technologies 0.00% Add +781.6% 33,500 $3.1M
Private Advisor Group, LLC 0.01% Reduce -29.4% 32,984 $3.1M
Ashton Thomas Securities, LLC 0.39% New 32,721 $3.1M
Regions Financial Corp. 0.02% Reduce -16.2% 32,626 $3.1M
Keybank National Association 0.01% Reduce -0.8% 32,258 $3.0M
Blueprint Investment Partners LLC 0.31% Add +24.1% 32,128 $3.0M
Mount Lucas Management LP 1.11% Add +9.0% 32,045 $3.0M
First American Trust, FSB 0.20% Add +114.5% 31,517 $3.0M
Verus Wealth Management, LLC 2.70% Add +3.1% 30,916 $2.9M
Farrell Financial LLC 1.73% Add +6.3% 30,892 $2.9M
Blueprint Financial Advisors LLC 0.42% Add +17.6% 30,469 $2.9M
Nicolet Bankshares Inc. 0.11% New 30,436 $2.9M
Principia Wealth Advisory, LLC 1.61% Add +8.8% 30,251 $2.8M
Cardinal Strategic Wealth Guidance 0.74% Add +1.7% 29,753 $2.8M
Ally Invest Advisors Inc. 0.19% Add +2.8% 29,665 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -13.1% 29,605 $2.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -82.3% 29,314 $2.8M
Garden State Investment Advisory Services LLC 0.66% Add +3.8% 29,228 $2.8M
Two Sigma Investments, LP 0.00% New 28,900 $2.7M
State Farm Mutual Automobile Insurance Co. 0.00% Add +44.6% 28,711 $2.7M
Elevation Point Wealth Partners, LLC 0.06% Add +9.8% 28,624 $2.7M
Ascentis Independent Advisors 0.20% Add +188.2% 28,442 $2.7M
OneAscent Family Office, LLC 1.86% Add +0.8% 28,316 $2.7M
Nations Financial Group Inc, /Ia/ 0.14% Add +3.0% 28,091 $2.6M
Summit Financial, LLC 0.03% Reduce -48.5% 28,054 $2.6M
Gotham Asset Management 0.01% New 27,495 $2.6M
Beta Wealth Group, Inc. 1.05% Reduce -5.5% 27,108 $2.5M
Insight Wealth Strategies, LLC 0.28% Reduce -3.1% 26,848 $2.5M
Northern Trust Corp. 0.00% Add +0.8% 26,797 $2.5M
Central Bank & Trust Co. 0.40% Add +0.5% 26,784 $2.5M
Vertex Investment Solutions Co., Ltd. 2.87% Reduce -79.8% 26,700 $2.5M
FFG Retirement Advisors LLC 1.43% Add +11.6% 26,114 $2.5M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -74.6% 26,021 $2.4M
Savvy Advisors, Inc. 0.07% Reduce -49.7% 25,915 $2.4M
Gladwyn Financial Advisors, Inc. 1.69% Add +1.2% 25,868 $2.4M
Randall & Associates Wealth Management 1.62% Add +6.0% 25,525 $2.4M
AE Wealth Management LLC 0.01% Reduce -61.8% 25,323 $2.4M
Concurrent Investment Advisors, LLC 0.03% Add +3.8% 25,218 $2.4M
Corient Private Wealth LP 0.00% Add +1.4% 26,942 $2.4M
Sincerus Advisory, LLC 1.78% Add +3.3% 25,022 $2.4M
Indivisible Partners 0.21% Add +76.8% 24,821 $2.3M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -10.3% 23,588 $2.2M
Compagnie Lombard Odier SCmA 0.03% Add +26.9% 23,570 $2.2M
Kovack Advisors, Inc. 0.12% Add +267.2% 23,520 $2.2M
United Capital Financial Advisors, LLC 0.01% Reduce -86.8% 23,571 $2.2M
Wrapmanager Inc. 0.76% Reduce -2.4% 23,383 $2.2M
Columbus Macro, LLC 0.23% Reduce -0.5% 23,252 $2.2M
Kestra Private Wealth Services, LLC 0.03% Reduce -0.8% 23,245 $2.2M
Martel Wealth Advisors LLC 0.37% Add +1.3% 23,052 $2.2M
Sumitomo Mitsui Financial Group, Inc. 0.04% Add +42.0% 22,928 $2.2M
Evergreen Capital Management LLC 0.05% Reduce -13.6% 22,678 $2.1M
Private Advisory Group LLC 0.15% Reduce -5.0% 22,569 $2.1M
Rosenberg Matthew Hamilton 0.43% Add +16.5% 22,433 $2.1M
Ameraudi Asset Management, Inc. 1.14% Add +53.5% 22,326 $2.1M
Nvwm, LLC 0.46% Add +137.8% 22,180 $2.1M
Farther Finance Advisors, LLC 0.02% Reduce -40.9% 22,085 $2.1M
Stephenson & Company, Inc. 1.11% Add +8.5% 21,788 $2.0M
Ssa Swiss Advisors AG 0.95% Add +4.5% 21,697 $2.0M
Rwa Wealth Partners, LLC 0.02% Add +1.9% 21,313 $2.0M
Moors & Cabot, Inc. 0.09% Reduce -5.5% 21,221 $2.0M
Richard W. Paul & Associates, LLC 0.66% Add +1.8% 20,794 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -69.4% 20,322 $1.9M
Riggs Asset Managment Co. Inc. 0.39% Add +33.1% 20,243 $1.9M
Chesapeake Capital Corp. 1.36% Add +50.0% 20,069 $1.9M
Old Mission Capital LLC 0.04% New 20,051 $1.9M
Braun-Bostich & Associates Inc. 1.16% Reduce -1.7% 19,644 $1.8M
Stevens Capital Management LP 0.28% Reduce -40.4% 19,548 $1.8M
Advus Financial Partners, LLC 0.46% Add +0.7% 19,407 $1.8M
Wealth Advisory Solutions, LLC 0.41% Add +403.7% 19,406 $1.8M
Goldstone Financial Group, LLC 0.19% Reduce -4.2% 18,821 $1.8M
Strategic Financial Planning, Inc. 1.03% New 37,650 $1.8M
Trajan Wealth LLC 0.07% Add +2.9% 18,597 $1.7M
Cornerstone Wealth Group, LLC 0.11% Add +9.3% 18,040 $1.7M
Hexagon Capital Partners LLC 0.25% Add +9.1% 18,444 $1.7M
Rik Saylor Financial, Inc. 1.31% Add +0.3% 18,400 $1.7M
Liberty Wealth Management LLC 0.22% Reduce -40.7% 18,399 $1.7M
Ariadne Wealth Management, LP 0.77% No change 18,256 $1.7M
Shore Point Advisors, LLC 0.67% Add +1.3% 17,997 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -92.7% 17,959 $1.7M
Arvest Investments, Inc. 0.23% New 17,876 $1.7M
AlTi Global, Inc. 0.04% Add +37.6% 17,416 $1.6M
Strategic Financial Partners, Ltd. 0.71% Add +190.2% 17,389 $1.6M
Unison Advisors LLC 0.12% Add +2.2% 17,341 $1.6M
Barden Capital Management, Inc. 1.39% Add +1.5% 17,278 $1.6M
Captrust Financial Advisors 0.00% Add +12.8% 17,244 $1.6M
Readystate Asset Management LP 0.17% Add +134.0% 17,237 $1.6M
EFG International AG 0.03% Reduce -37.7% 17,056 $1.6M
Joseph P. Lucia & Associates, LLC 0.57% Add +674.9% 16,946 $1.6M
Titan Global Capital Management USA LLC 0.24% Add +25.3% 16,903 $1.6M
EP Wealth Advisors, LLC 0.01% Add +0.8% 16,808 $1.6M
Evolution Wealth Advisors, LLC 0.16% Reduce -1.5% 16,788 $1.6M
Peapack Gladstone Financial Corp. 0.02% Reduce -1.5% 16,591 $1.6M
Kingswood Wealth Advisors, LLC 0.07% Add +14.0% 16,530 $1.6M
Genesis Private Wealth, LLC 0.49% Reduce -7.3% 16,512 $1.6M
Elevated Financial Group LLC 0.51% Add +9.5% 16,510 $1.6M
Kensington Asset Management, LLC 0.08% No change 16,462 $1.5M
Klaas Financial Asset Advisors, LLC 0.21% Add +31.4% 16,187 $1.5M
Signature Estate & Investment Advisors LLC 0.03% Add +14.9% 16,150 $1.5M
Prosperity Consulting Group, LLC 0.07% Reduce -1.0% 16,058 $1.5M
Simplicity Wealth,LLC 0.09% Reduce -32.9% 16,010 $1.5M
OxenFree Capital LLC 0.73% Add +7.8% 15,609 $1.5M
Napier Financial, LLC 0.34% Reduce -1.1% 15,619 $1.5M
Sowell Financial Services LLC 0.05% Reduce -3.0% 15,465 $1.5M
Avalon Capital Management 0.41% Add +0.0% 15,273 $1.4M
Nilsine Partners, LLC 0.11% Reduce -3.1% 14,812 $1.4M
Patriot Investment Management Group, Inc. 0.09% Reduce -15.6% 15,007 $1.4M
Aletheian Wealth Advisors LLC 0.68% — 14,850 $1.4M
MPWM Advisory Solutions, LLC 0.73% Add +256.9% 14,667 $1.4M
North Forty Two & Co. 1.26% Add +10.3% 14,496 $1.4M
Matisse Capital 0.58% Add +0.0% 14,355 $1.3M
Plan Group Financial, LLC 0.32% Reduce -32.8% 14,296 $1.3M
Sagespring Wealth Partners, LLC 0.02% Reduce -91.4% 14,246 $1.3M
LFA - Lugano Financial Advisors SA 0.67% Add +9.0% 14,106 $1.3M
Western Wealth Management, LLC 0.05% New 13,908 $1.3M
Marex Group Ltd 0.01% Reduce -2.5% 13,863 $1.3M
Chesley Taft & Associates LLC 0.05% Add +12.1% 13,862 $1.3M
One Capital Management, LLC 0.04% Add +39.4% 13,732 $1.3M
Tsfg, LLC 0.19% Add +1.4% 13,294 $1.2M
Steadtrust LLC 0.71% Add +0.0% 13,251 $1.2M
Mgo One Seven LLC 0.02% Reduce -79.1% 13,195 $1.2M
White Lighthouse Investment Management Inc. 0.17% Add +64.1% 13,042 $1.2M
Prudential PLC 0.01% Reduce -18.9% 13,020 $1.2M
Defined Wealth Management, LLC 0.71% Add +1.5% 12,977 $1.2M
SteelPeak Wealth, LLC 0.04% Reduce -76.7% 12,977 $1.2M
Ameritas Advisory Services, LLC 0.05% Reduce -37.3% 12,847 $1.2M
BKM Wealth Management, LLC 0.43% Reduce -1.7% 12,662 $1.2M
IHT Wealth Management, LLC 0.03% Add +80.0% 12,636 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -19.0% 12,506 $1.2M
Regal Investment Advisors LLC 0.07% Reduce -59.8% 12,467 $1.2M
World Investment Advisors 0.02% Reduce -61.1% 12,211 $1.1M
Summa Corp. 0.47% No change 12,175 $1.1M
Quattro Financial Advisors LLC 0.35% New 12,140 $1.1M
WCG Wealth Advisors LLC 0.03% Reduce -6.0% 12,087 $1.1M
SBI Securities Co., Ltd. 0.03% Reduce -2.9% 12,087 $1.1M
10Elms LLP 0.78% Add +20.0% 11,856 $1.1M
Vanguard Capital Management LLC 0.00% — 11,963 $1.1M
Copia Wealth Management 0.76% Add +507.5% 11,719 $1.1M
Redhawk Wealth Advisors, Inc. 0.12% Add +1.6% 11,685 $1.1M
Custos Family Office, LLC 0.76% Reduce -3.2% 11,664 $1.1M
US Bancorp \de 0.00% Reduce -81.9% 11,643 $1.1M
Saxony Capital Management, LLC 0.62% New 11,354 $1.1M
Diversified Enterprises, LLC 0.06% Reduce -3.1% 11,340 $1.1M
MMBG Investment Advisors Co. 0.10% Add +19.8% 11,303 $1.1M
Stokes Family Office, LLC 0.11% Reduce -71.4% 11,263 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -11.1% 11,153 $1.0M
Centurion Wealth Management LLC 0.24% Reduce -17.1% 11,146 $1.0M
Natixis Advisors, LLC 0.00% New 11,035 $1.0M
UMB Bank, n.a. 0.01% Reduce -61.6% 11,040 $1.0M
Stock Yards Bank & Trust Co. 0.03% Add +67.9% 10,941 $1.0M
Sandro Wealth Management LLC 0.82% Add +7.3% 10,878 $1.0M
Vicus Capital 0.07% Reduce -4.2% 10,828 $1.0M
Continuum Advisory, LLC 0.10% Reduce -12.2% 10,689 $1.0M
Argent Trust Co 0.03% Add +20.0% 10,572 $993K
Mutual Advisors, LLC 0.02% Reduce -1.7% 10,514 $988K
Manning & Napier Advisors LLC 0.01% Add +2.6% 10,489 $985K
Keystone Global Partners, LLC 0.43% Add +16.3% 10,306 $968K
Klingenstein Fields & Co. LP 0.04% New 10,305 $968K
Freestone Capital Holdings, LLC 0.03% Reduce -27.9% 10,177 $956K
Keystone Wealth Services, LLC 0.20% Reduce -32.9% 10,131 $952K
Stratos Wealth Partners, LTD. 0.01% Add +5.8% 10,040 $943K
TD Private Client Wealth LLC 0.02% Reduce -13.3% 9,950 $935K
AdvisorNet Financial, Inc 0.05% Reduce -8.7% 9,858 $926K
JT Stratford LLC 0.12% Reduce -5.9% 9,786 $919K
MAI Capital Management 0.01% Add +22.7% 9,464 $889K
CreativeOne Wealth, LLC 0.02% Reduce -91.6% 9,459 $888K
American Financial Advisors, LLC 0.12% Reduce -1.8% 9,310 $874K
Exencial Wealth Advisors, LLC 0.03% Add +2.9% 9,253 $869K
City State Bank 0.22% Reduce -0.5% 9,220 $866K
Waverly Advisors, LLC 0.01% Reduce -36.2% 9,203 $864K
Advisors Asset Management, Inc. 0.01% Add +2.4% 9,193 $863K
Mather Group, Llc. 0.01% Reduce -22.5% 9,168 $861K
Bank of Montreal 0.00% Reduce -29.6% 9,135 $858K
United Advisor Group, LLC 0.11% Add +5.0% 9,130 $858K
Choreo, LLC 0.01% Reduce -8.6% 9,040 $849K
First Trust Advisors LP 0.00% Reduce -6.3% 9,035 $849K
Postrock Partners LLC 0.39% No change 9,000 $845K
Csenge Advisory Group 0.04% Reduce -42.0% 8,959 $842K
Advisory Services Network, LLC 0.01% Reduce -47.9% 8,942 $840K
Strategic Blueprint, LLC 0.05% Reduce -75.8% 8,883 $834K
Alesco Advisors, LLC, An ESL Co 0.02% No change 8,830 $829K
Venture Visionary Partners LLC 0.03% Add +0.1% 8,815 $828K
Bryn Mawr Trust Advisors, LLC 0.04% Add +59.6% 8,802 $827K
Dynasty Wealth Management, LLC 0.01% Reduce -97.3% 8,770 $824K
Murphy, Middleton, Hinkle & Parker, Inc. 0.38% New 8,682 $816K
Brookstone Capital Management 0.01% Reduce -65.7% 8,643 $812K
Daiwa Securities Group Inc. 0.00% New 8,460 $795K
Crewe Advisors LLC 0.07% Add +6.1% 8,447 $793K
J2 Capital Management Inc 0.54% Add +0.8% 8,395 $789K
Trustmark Bank Trust Department 0.05% No change 8,326 $782K
New England Private Wealth Advisors LLC 0.09% Reduce -2.1% 8,319 $781K
Yoffe Investment Management, LLC 1.00% Add +0.1% 8,271 $777K
Frederick Financial Consultants, LLC 0.39% Reduce -1.2% 8,266 $776K
Unique Wealth Strategies, LLC 0.32% Reduce -22.7% 8,193 $770K
Gateway Wealth Partners, LLC 0.03% Reduce -55.0% 8,157 $766K
Cassilly Financial Group LLC 0.66% Reduce -1.8% 8,152 $766K
Snowden Capital Advisors LLC 0.02% Reduce -3.1% 8,006 $752K
GTS Securities LLC 0.03% New 7,983 $750K
Sona Asset Management (us) LLC 0.04% New 7,951 $747K
FDx Advisors, Inc. 0.24% Reduce -11.5% 7,938 $746K
Endowment Wealth Management, Inc. 0.33% Reduce -0.9% 7,858 $738K
Arkansas Financial Group, Inc. 0.10% Add +0.5% 7,755 $738K
Net Worth Advisory Group 0.15% Add +1.0% 7,770 $730K
Rothschild Wealth LLC 0.07% Add +2.5% 7,759 $729K
D.A. Davidson & Co. 0.00% Add +7.7% 7,648 $718K
Greenspring Advisors, LLC 0.04% Add +13.2% 7,642 $718K
Carter Financial Group, INC. 0.44% Reduce -3.0% 7,582 $712K
Arwa LLC 0.35% Reduce -7.2% 7,455 $712K
RiverFront Investment Group, LLC 0.01% Reduce -1.3% 7,544 $709K
CFS Investment Advisory Services, LLC 0.05% Reduce -88.0% 7,206 $697K
Endeavor Private Wealth, Inc. 0.20% Reduce -55.4% 7,376 $693K
Natixis 0.00% Reduce -50.2% 7,364 $692K
Sequoia Financial Advisors, LLC 0.00% Reduce -47.0% 7,351 $690K
Two Sigma Securities, LLC 0.08% Reduce -71.4% 7,328 $688K
Certuity, LLC 0.04% No change 7,276 $683K
American Financial & Tax Strategies Inc. 0.33% No change 7,244 $680K
Signet Financial Management, LLC 0.07% Reduce -3.5% 7,101 $667K
Horst & Graben Wealth Management LLC 0.09% Reduce -88.3% 6,888 $661K
Rockingstone Advisors LLC 0.30% Add +6.9% 7,007 $658K
Zinnia Wealth Advisory, LLC 0.74% Add +105.1% 7,005 $658K
Ridge Creek Global, Inc 0.56% No change 6,985 $656K
Forthright Family Wealth Advisory LLC 0.44% New 7,287 $653K
Insigneo Advisory Services, LLC 0.05% Add +5.2% 6,928 $651K
Focus Financial Network, Inc. 0.02% Reduce -38.0% 6,747 $634K
Blue Fin Capital, Inc. 0.10% Add +8.5% 6,701 $629K
Verdence Capital Advisors LLC 0.04% Reduce -87.0% 6,658 $625K
Squarepoint Ops LLC 0.00% Add +27.5% 6,638 $624K
Richardson Financial Services Inc. 0.39% Add +0.3% 6,593 $619K
Surience Private Wealth LLC 0.65% New 6,471 $608K
Principal Securities, Inc. 0.01% Reduce -51.5% 6,436 $604K
XTX Topco Ltd 0.01% New 6,432 $604K
Moneta Group Investment Advisors LLC 0.00% Reduce -17.6% 6,403 $601K
Sharkey, Howes & Javer 0.08% Reduce -91.0% 6,400 $601K
Prospera Financial Services Inc 0.01% Add +12.3% 6,380 $600K
KKM Financial LLC 0.11% No change 6,208 $598K
Verus Capital Partners, LLC 0.04% Reduce -35.4% 6,333 $595K
RFG Advisory, LLC 0.01% Reduce -56.7% 6,308 $593K
Center For Asset Management LLC 0.29% Add +22.9% 6,296 $591K
Orion Porfolio Solutions, LLC 0.01% Reduce -81.5% 6,245 $587K
Focus Partners Advisor Solutions, LLC 0.01% New 6,141 $577K
Innealta Capital, LLC 0.36% Add +0.3% 6,136 $576K
Strategic Investment Advisors / MI 0.04% Reduce -93.5% 6,217 $575K
Integrity Advisory Solutions, LLC 0.08% Add +15.2% 6,084 $571K
Frisch Financial Group, Inc. 0.12% Reduce -0.1% 6,032 $567K
Activest Wealth Management 0.10% Add +0.2% 5,951 $559K
ARK & TLK Investments, LLC 0.15% No change 5,892 $553K
Riverbend Wealth Management, LLC 0.34% Add +4.4% 5,806 $545K
Cutler Investment Counsel LLC 0.06% Reduce -1.7% 5,718 $537K
Johnson Financial Group, Inc. 0.02% Reduce -26.3% 5,669 $532K
Carnegie Investment Counsel 0.01% New 5,665 $532K
Diversify Wealth Management, LLC 0.01% Reduce -59.9% 5,569 $532K
Alterna Wealth Management, Inc. 0.40% Reduce -36.5% 5,654 $531K
WealthTrak Capital Management LLC 0.37% Add +0.0% 5,539 $520K
TSA Wealth Managment LLC 0.17% Reduce -81.6% 5,457 $513K
Guidance Capital, Inc. 0.11% Reduce -75.5% 5,332 $509K
AQR Capital Management 0.00% Add +5.6% 5,436 $506K
Intellectus Partners, LLC 0.10% Add +0.2% 5,381 $505K
Signal Advisors Wealth, LLC 0.03% Add +41.2% 5,377 $505K
Navigation Wealth Management, Inc. 1.80% Add +119.3% 5,317 $499K
Lifelong Wealth Advisors, Inc. 0.13% Add +2.3% 5,311 $499K
WealthShield Partners, LLC 0.06% Reduce -64.2% 5,295 $497K
Lido Advisors, LLC 0.00% Reduce -44.7% 5,287 $497K
Wealthcare Advisory Partners LLC 0.01% Add +14.1% 5,285 $496K
Quantinno Capital Management LP 0.00% Add +59.6% 5,240 $492K
Arax Advisory Partners 0.01% Reduce -38.8% 5,238 $492K
Graham Capital Management, L.P. 0.02% New 5,188 $487K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -22.1% 5,181 $487K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% Add +55.5% 5,170 $486K
Yukon Wealth Management, Inc. 0.29% Reduce -2.5% 5,149 $484K
NorthRock Partners, LLC 0.01% Reduce -87.9% 5,092 $478K
Arkadios Wealth Advisors 0.01% Reduce -24.5% 5,048 $474K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -16.1% 5,004 $470K
Sterling Investment Counsel, LLC 0.13% Add +11.0% 4,957 $466K
Cohen Investment Advisors LLC 0.22% Add +6.2% 4,937 $464K
Cyndeo Wealth Partners, LLC 0.02% Reduce -53.5% 4,932 $463K
AlphaCentric Advisors LLC 0.46% Add +12.6% 4,931 $463K
Kilter Group LLC 0.20% Add +22.9% 4,917 $462K
Invictus Private Wealth, LLC 0.03% Add +22.8% 4,846 $455K
Journey Strategic Wealth LLC 0.01% Reduce -54.0% 4,837 $454K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.1% 4,804 $451K
BOS Asset Management, LLC 0.11% Add +1.3% 4,754 $447K
HCR Wealth Advisors 0.05% No change 4,712 $443K
Insight Advisors, LLC/ PA 0.08% Add +4.6% 4,651 $437K
Mosley Wealth Management 0.20% Reduce -0.1% 4,579 $436K
Fortis Capital Advisors, LLC 0.06% Reduce -13.3% 4,635 $435K
Belpointe Asset Management LLC 0.02% Reduce -13.3% 4,635 $435K
Plan A Wealth LLC 0.21% Reduce -40.5% 4,616 $434K
1620 Investment Advisors, Inc. 0.29% Add +0.7% 4,583 $431K
Waystone Advisors LLC 0.38% Reduce -57.7% 4,471 $420K
CIBC Bancorp USA Inc. 0.00% — 4,466 $420K
WFA of San Diego, LLC 0.34% Reduce -3.5% 4,453 $418K
Old National Bancorp 0.01% Reduce -7.3% 4,442 $417K
Sculati Wealth Management, LLC 0.15% Add +18.9% 4,406 $414K
Lexington Hill Partners, LLC 0.23% Add +0.8% 4,379 $411K
Sage Investment Advisers LLC 0.30% Add +43.3% 4,354 $409K
Gladstone Institutional Advisory LLC 0.01% Reduce -3.0% 4,318 $406K
Strategic Financial Services, Inc. 0.02% Reduce -3.0% 4,305 $404K
VPR Management LLC 0.16% No change 4,300 $404K
Forefront Wealth Partners, LLC 0.17% Add +7.5% 4,260 $400K
Wagner Wealth Management, Corp 0.36% Add +9.8% 4,243 $399K
Geneos Wealth Management Inc. 0.01% Add +0.5% 4,243 $399K
Koshinski Asset Management, Inc. 0.02% Add +7.2% 4,204 $395K
Garde Capital, Inc. 0.02% New 4,191 $394K
Three Bridge Wealth Advisors, LLC 0.11% Reduce -5.5% 4,181 $393K
Optivise Advisory Services LLC 0.24% Reduce -13.2% 4,165 $391K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.3% 4,163 $391K
Knollwood Investment Advisory, LLC 0.04% No change 4,150 $390K
Montecito Bank & Trust 0.06% Add +1.8% 4,117 $387K
Rehmann Capital Advisory Group 0.02% Add +4.6% 4,078 $383K
Bellwether Advisors, LLC 0.06% Add +0.3% 4,039 $379K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -99.1% 4,008 $376K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +2.3% 4,004 $376K
North Ridge Wealth Advisors, Inc. 0.21% No change 3,987 $374K
Pinnacle Financial Group, LLC / IL 0.10% New 3,908 $367K
Blair William & Co. 0.00% Add +0.9% 3,874 $364K
Pinion Investment Advisors, LLC 0.09% Reduce -8.1% 3,873 $364K
CPA Asset Management Group, LLC 0.12% Reduce -0.3% 3,845 $361K
Apeiron RIA LLC 0.08% Reduce -39.9% 3,834 $360K
Sterling Financial Planning, Inc. 0.11% Add +0.2% 3,812 $358K
Avior Wealth Management, LLC 0.01% Reduce -1.8% 3,806 $358K
McAdam, LLC 0.02% Add +0.3% 3,801 $357K
17 Capital Partners, LLC 0.18% Add +7.6% 3,778 $355K
LexAurum Advisors, LLC 0.05% — 3,777 $355K
Donaldson Capital Management, LLC 0.01% Add +2.5% 3,761 $353K
Banque Cantonale Vaudoise 0.01% New 3,710 $348K
Dimension Capital Management LLC 0.05% No change 3,687 $346K
Aptus Capital Advisors, LLC 0.00% Reduce -2.9% 3,641 $342K
Dorsey & Whitney Trust CO LLC 0.02% New 3,612 $339K
Wedbush Securities Inc. 0.01% Reduce -2.6% 3,600 $338K
Tennessee Valley Asset Management Partners 0.04% Add +32.7% 3,534 $332K
Facet Wealth, Inc. 0.01% Add +38.7% 3,529 $331K
Voya Financial Advisors, Inc. 0.03% Add +6.0% 3,528 $328K
Pinnacle Financial Partners, Inc. 0.00% New 3,448 $325K
Atlas Legacy Advisors, LLC 0.06% Reduce -11.5% 3,455 $325K
OpenArc Corporate Advisory, LLC 0.00% Reduce -97.9% 3,451 $324K
Kickstand Ventures, Llc. 0.07% Reduce -29.8% 3,397 $319K
First Citizens Bank & Trust Co. 0.01% Reduce -0.4% 3,352 $315K
Quad-Cities Investment Group, LLC 0.13% Add +5.1% 3,341 $314K
5T Wealth, LLC 0.12% Reduce -71.0% 3,339 $314K
Americana Partners, LLC 0.01% Add +16.7% 3,335 $313K
Able Wealth Management LLC 0.08% New 3,320 $312K
IPG Investment Advisors LLC 0.05% Reduce -3.3% 3,283 $308K
Cypress Wealth Services, LLC 0.04% Reduce -80.0% 3,252 $305K
Finley Financial, LLC 0.14% No change 3,240 $304K
Vericrest Private Wealth 0.27% Reduce -25.6% 3,231 $303K
Sigma Planning Corp 0.01% Reduce -9.4% 3,218 $302K
Great Valley Advisor Group, Inc. 0.01% Add +0.7% 3,202 $301K
Stewardship Advisors, LLC 0.07% Reduce -0.5% 3,201 $301K
Pinney & Scofield, Inc. 0.16% No change 3,186 $299K
Breakwater Investment Management 0.11% No change 3,182 $299K
Beacon Financial Group 0.03% Reduce -90.7% 3,145 $295K
Integris Wealth Management, LLC 0.07% Reduce -16.5% 3,118 $293K
Strathmore Capital Advisors, Inc. 0.08% Add +7.8% 3,011 $290K
Hopwood Nicholas Hunter 0.09% Reduce -6.7% 3,054 $287K
StoneX Group Inc. 0.02% Reduce -28.9% 3,003 $282K
Strategy Asset Managers LLC 0.05% Reduce -32.1% 2,990 $281K
4Thought Financial Group Inc. 0.14% Reduce -6.8% 2,970 $279K
Rossby Financial, LCC 0.06% Add +302.4% 2,970 $279K
Foundations Investment Advisors, LLC 0.00% Reduce -5.9% 2,966 $279K
Creekside Partners 0.11% Reduce -11.8% 2,966 $279K
EverSource Wealth Advisors, LLC 0.01% Reduce -20.1% 2,945 $277K
Walled Lake Planning & Wealth Management, LLC 0.08% No change 2,930 $275K
Harbour Investments, Inc. 0.00% Reduce -35.2% 2,922 $275K
ORBA Wealth Advisors, L.L.C. 0.33% Reduce -26.1% 2,915 $274K
Laurel Oak Wealth Management, LLC 0.05% Reduce -35.0% 2,900 $272K
Petros Family Wealth, LLC 0.19% Reduce -15.0% 2,894 $272K
Stratos Investment Management, LLC 0.01% Add +10.4% 2,833 $266K
KWB Wealth 0.03% Reduce -6.6% 2,763 $266K
Sand Hill Global Advisors, LLC 0.01% No change 2,832 $266K
Quadrant Private Wealth Management, LLC 0.04% Reduce -79.3% 2,823 $265K
Larson Financial Group LLC 0.01% Add +0.7% 2,818 $265K
CoreCap Advisors, LLC 0.01% Reduce -91.9% 2,808 $264K
Mayflower Financial Advisors, LLC 0.03% Reduce -76.5% 2,766 $260K
WealthPlan Investment Management, LLC 0.01% Reduce -24.7% 2,738 $257K
Brown Wealth Management, LLC 0.07% Reduce -13.5% 2,719 $255K
ASL Financial, LLC 0.20% Add +1.3% 2,714 $255K
Sage Advisory Services, Ltd.Co. 0.14% Reduce -19.1% 2,707 $254K
Regimen Wealth, LLC 0.07% Reduce -25.0% 2,685 $252K
Eq LLC 0.07% Reduce -95.0% 2,676 $251K
Maia Wealth LLC 0.04% Reduce -15.7% 2,666 $250K
Firethorn Wealth Partners, LLC 0.09% Reduce -37.2% 2,654 $249K
Scarborough Advisors, LLC 0.03% New 2,651 $249K
Dravo Bay LLC 0.10% Reduce -6.1% 2,640 $248K
Perigon Wealth Management, LLC 0.00% Reduce -33.1% 2,631 $247K
Comprehensive Money Management Services LLC 0.16% No change 2,621 $246K
Leavell Investment Management, Inc. 0.01% No change 2,620 $246K
SHP Wealth Management 0.02% Reduce -13.4% 2,601 $244K
Affinity Capital Advisors, LLC 0.03% Reduce -2.4% 2,502 $235K
Trust Point Inc. 0.02% No change 2,500 $235K
Banco Santander, S.A. 0.00% No change 2,458 $231K
Retirement Planning Group, LLC 0.01% New 2,436 $229K
Unify Financial Advisors 0.24% Reduce -41.9% 2,425 $228K
Westmount Partners, LLC 0.06% Add +0.7% 2,419 $227K
WESPAC Advisors SoCal, LLC 0.05% Reduce -97.8% 2,411 $226K
Upper Left Wealth Management, LLC 0.13% Add +1.8% 2,398 $225K
Balefire, LLC 0.04% Reduce -55.9% 2,388 $224K
Kingsview Wealth Management, LLC 0.00% Reduce -2.9% 2,380 $224K
GDS Wealth Management 0.01% Add +12.6% 2,366 $222K
HF Advisory Group, LLC 0.08% Add +2.6% 2,366 $222K
HB Wealth Management, LLC 0.00% Add +0.4% 2,362 $222K
BankPlus Trust Department 0.06% No change 2,348 $221K
Tempus Wealth Planning, LLC 0.05% Reduce -53.4% 2,336 $219K
Creative Financial Designs Inc. 0.01% Reduce -24.3% 2,306 $217K
International Assets Investment Management, LLC 0.01% Add +0.4% 2,298 $216K
Latitude Advisors, LLC 0.10% Add +8.5% 2,291 $215K
Davidson Trust Co. 0.09% No change 2,277 $214K
Allworth Financial LP 0.00% Add +73.0% 2,257 $212K
First Commonwealth Financial Corp 0.03% No change 2,241 $210K
Van Diest Capital, LLC 0.17% New 2,239 $210K
Ieq Capital, LLC 0.00% Reduce -11.5% 2,229 $209K
Forum Finance Group S.A. 0.11% — 2,765 $207K
Rooted Wealth Advisors, Inc. 0.05% Reduce -8.5% 2,136 $206K
Glass Jacobson Investment Advisors llc 0.07% Add +0.9% 2,192 $206K
NorthLanding Financial Partners, LLC 0.17% No change 2,187 $205K
Shepherd Financial Partners LLC 0.02% Reduce -94.9% 2,184 $205K
Apollon Wealth Management, LLC 0.00% Reduce -77.3% 2,183 $205K
Soltis Investment Advisors LLC 0.01% Reduce -5.6% 2,176 $204K
Sovran Advisors, LLC 0.02% Reduce -78.8% 2,121 $203K
M1 Capital Management LLC 0.09% New 2,153 $202K
Brookwood Investment Group LLC 0.03% Reduce -66.9% 2,145 $201K
PFG Advisors 0.01% Reduce -69.4% 2,143 $201K
Private Trust Co. NA 0.02% Reduce -53.2% 2,116 $199K
United Community Bank 0.07% New 2,110 $198K
TD Waterhouse Canada Inc. 0.00% Add +93.1% 1,850 $174K
USA Financial Formulas 0.03% New 1,838 $173K
Vision Retirement, LLC 0.05% Reduce -14.6% 1,827 $172K
City Holding Co. 0.02% Add +491.8% 1,805 $170K
Eastern Bank 0.00% Reduce -57.4% 1,745 $164K
Smartleaf Asset Management LLC 0.01% Reduce -1.8% 1,716 $160K
Petix & Botte Co 0.07% Reduce -55.1% 1,698 $159K
Clearstead Advisors, LLC 0.00% Reduce -18.9% 1,596 $150K
Pflug Koory, LLC 0.07% No change 1,576 $148K
Red Tortoise LLC 0.06% Add +0.8% 1,574 $148K
Blue Trust, Inc. 0.00% Reduce -91.1% 1,547 $145K
Elevated Capital Advisors, LLC 0.04% Reduce -5.1% 1,535 $144K
Versant Capital Management, Inc 0.01% Reduce -42.9% 1,524 $143K
1015 Capital Partners, LLC 0.14% No change 1,500 $141K
Darwin Wealth Management, LLC 0.04% Add +89.3% 1,499 $141K
Centennial Bank 0.05% No change 1,432 $135K
Cornerstone Planning Group LLC 0.02% Reduce -85.0% 1,383 $132K
Centaurus Financial, Inc. 0.01% Reduce -26.9% 1,333 $125K
Stelac Advisory Services LLC 0.03% No change 1,324 $124K
Operose Advisors LLC 0.03% Reduce -0.6% 1,314 $123K
New Republic Capital, LLC 0.04% Reduce -48.9% 1,253 $118K
Lanark Financial, Inc. 0.01% Add +6.3% 1,186 $111K
Private Wealth Asset Management, LLC 0.01% Reduce -1.0% 1,185 $111K
Sunrise Financial Services, LLC 0.08% Reduce -16.9% 1,146 $108K
Barrett & Company, Inc. 0.04% Add +0.9% 1,140 $107K
Gilpin Wealth Management, LLC 0.08% Reduce -3.7% 1,134 $107K
GAMMA Investing LLC 0.00% Reduce -34.9% 1,090 $102K
Cordgrass Capital Advisors, LLC 0.02% Add +19.8% 1,059 $99K
First United Bank & Trust 0.03% Add +34.2% 1,016 $95K
Strategic Wealth Partners, Ltd. 0.01% Add +36.9% 1,005 $94K
PFS Partners, LLC 0.04% No change 981 $92K
Hyposwiss Advisors SA 0.09% No change 975 $92K
Westside Investment Management, Inc. 0.01% Add +1384.6% 965 $91K
AlphaCore Capital LLC 0.00% Reduce -11.3% 958 $90K
Barnes Dennig Private Wealth Management LLC 0.08% Add +4.0% 884 $83K
Capital Analysts, LLC 0.00% Reduce -92.3% 855 $80K
Pacifica Partners Inc. 0.03% Add +0.1% 842 $79K
Transamerica Financial Advisors, LLC 0.01% Reduce -97.5% 773 $73K
Stone House Investment Management, LLC 0.01% Reduce -98.0% 696 $65K
Webster Bank, N. A. 0.01% No change 678 $64K
Grove Bank & Trust 0.01% No change 667 $63K
Wolff Wiese Magana LLC 0.03% No change 664 $62K
American National Bank & Trust 0.01% No change 590 $55K
Purpose Unlimited Inc. 0.00% New 588 $55K
Olistico Wealth, LLC 0.03% No change 576 $54K
Sava Infond d.o.o. 0.01% No change 550 $52K
Central Pacific Bank - Trust Division 0.01% New 543 $51K
Pin Oak Investment Advisors Inc. 0.03% No change 506 $48K
Pinnacle Bancorp, Inc. 0.01% Add +4.7% 509 $48K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $47K
Sound Income Strategies, LLC 0.00% Add +2.7% 491 $46K
First Horizon Corp. 0.00% No change 489 $46K
DHJJ Financial Advisors, Ltd. 0.02% New 488 $46K
Root Financial Partners, LLC 0.00% Add +17.9% 480 $45K
Corsicana & Co. 0.03% No change 490 $44K
MidFirst Bank 0.00% New 470 $44K
NFSG Corp 0.01% Add +0.7% 433 $41K
Ironwood Wealth Management, LLC. 0.01% No change 428 $40K
JPL Wealth Management, LLC 0.01% New 417 $39K
Golden State Wealth Management, LLC 0.00% Add +210.6% 410 $39K
Evolution Wealth Management Inc. 0.03% Reduce -2.2% 398 $37K
Capital Investment Counsel, Inc 0.00% No change 390 $37K
Cherry Tree Wealth Management, LLC 0.01% Add +117.3% 389 $37K
O'shaughnessy Asset Management, LLC 0.00% Reduce -56.8% 387 $36K
WPG Advisers, LLC 0.02% No change 350 $33K
Sunbelt Securities, Inc. 0.00% Add +0.6% 344 $32K
Advisortrust Partners, LLC 0.01% New 344 $32K
Gallagher Fiduciary Advisors, LLC 0.00% Add +9567.5% 2,937,572 $32K
West Branch Capital LLC 0.01% No change 335 $31K
Key Financial Inc 0.01% No change 317 $30K
Keating Financial Advisory Services, Inc. 0.00% Reduce -94.5% 293 $28K
Ameriflex Group, Inc. 0.01% Reduce -23.9% 281 $26K
Ameritas Investment Partners, Inc. 0.00% No change 280 $26K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -73.5% 280 $26K
Asset Dedication, LLC 0.00% Add +2670.0% 277 $26K
Dynamic Wealth Strategies, LLC 0.01% No change 273 $26K
Windsor Advisory Group, LLC 0.02% New 272 $26K
Fiduciary Advisors, Inc. 0.02% No change 269 $25K
Cullen/Frost Bankers, Inc. 0.00% Reduce -26.2% 262 $25K
Ameliora Wealth Management Ltd. 0.01% No change 250 $23K
Nova Wealth Management, Inc. 0.01% New 236 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.9% 230 $22K
Clear Investment Research, LLC 0.03% New 225 $21K
Cassaday & Co Wealth Management LLC 0.00% New 218 $20K
Founders Financial Alliance, LLC 0.00% Reduce -19.3% 209 $20K
Bayban 0.02% No change 207 $19K
Zions Bancorporation, National Association 0.00% No change 203 $19K
Armstrong Advisory Group, Inc. 0.00% No change 201 $19K
Winch Advisory Services, LLC 0.00% Add +1.0% 197 $18K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -40.6% 190 $18K
First Financial Corp. 0.01% Reduce -23.8% 192 $18K
Legacy Wealth Managment, LLC 0.01% Add +64.0% 187 $18K
Tucker Asset Management LLC 0.01% Reduce -25.2% 187 $18K
Wilmington Savings Fund Society, FSB 0.00% No change 181 $17K
Ascentis Wealth Management, LLC 0.00% Reduce -47.0% 175 $16K
Atlantic Union Bankshares Corp 0.00% Reduce -1.2% 170 $16K
Medallion Wealth Advisors, LLC 0.01% Reduce -19.3% 163 $15K
Colonial Trust Co / SC 0.00% No change 158 $15K
Anchor Investment Management, LLC 0.00% No change 158 $15K
Capital Investment Advisory Services, LLC 0.00% Add +0.7% 156 $15K
TIAA Wealth Investment Management LLC 0.00% — 156 $15K
Ancora Advisors LLC 0.00% Reduce -19.7% 151 $14K
Tompkins Financial Corp. 0.00% Reduce -19.3% 142 $13K
Blueline Advisors LLC 0.01% Reduce -7.2% 141 $13K
Main Management LLC 0.00% No change 142 $13K
Greykasell Wealth Strategies, Inc. 0.01% No change 136 $13K
BankChampaign, National Association 0.01% New 130 $12K
Triumph Capital Management 0.00% No change 130 $12K
Hantz Financial Services, Inc. 0.00% Add +8.1% 133 $12K
NBT Bank, N.A. 0.00% Add +31.3% 126 $12K
Silver Grove Financial Group, Inc. 0.01% New 125 $12K
Twin Peaks Wealth Advisors, LLC 0.00% Reduce -97.0% 119 $11K
Avion Wealth 0.00% Reduce -26.2% 121 $11K
Brown, Lisle/Cummings, Inc. 0.00% No change 116 $11K
HFM Investment Advisors, LLC 0.00% Reduce -0.9% 115 $11K
Bangor Savings Bank 0.00% Add +0.9% 112 $11K
EPG Wealth Management LLC 0.00% No change 110 $10K
McIlrath & Eck, LLC 0.00% Reduce -7.6% 110 $10K
Burkett Financial Services, LLC 0.00% New 103 $10K
North Star Investment Management Corp. 0.00% No change 100 $9K
True Link Financial Advisors, LLC 0.00% New 100 $9K
Friedenthal Financial 0.00% Reduce -99.8% 97 $9K
GW&K Investment Management, LLC 0.00% No change 100 $9K
Ares Financial Consulting, LLC 0.01% No change 92 $9K
Smallwood Wealth Investment Management, LLC 0.00% Reduce -1.2% 84 $8K
Glen Eagle Advisors, LLC 0.00% Add +28.1% 82 $8K
Boyd Watterson Asset Management LLC 0.00% No change 80 $8K
Evermay Wealth Management LLC 0.00% New 76 $7K
Bogart Wealth, LLC 0.00% No change 76 $7K
Godfrey Financial Associates, Inc. 0.01% Add +4.2% 75 $7K
Allspring Global Investments Holdings, LLC 0.00% Reduce -100.0% 75 $7K
Strive Financial Group ,LLC 0.00% New 70 $7K
Maseco LLP 0.00% No change 74 $7K
Capital Advisor Network LLC 0.01% — 72 $7K
Tower Research Capital LLC (TRC) 0.00% Add +7100.0% 72 $7K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 71 $7K
Financial Consulate, Inc. 0.00% Add +6500.0% 66 $6K
KERR FINANCIAL PLANNING Corp 0.00% No change 63 $6K
Solstein Capital, LLC 0.00% No change 64 $6K
Nemes Rush Group LLC 0.00% No change 63 $6K
Gen-Wealth Partners Inc 0.00% Reduce -98.5% 57 $5K
Parkside Financial Bank & Trust 0.00% Reduce -53.6% 51 $5K
Advocate Investing Services LLC 0.00% New 50 $5K
Financial Freedom, LLC 0.00% New 50 $5K
Elevation Wealth Partners, LLC 0.00% No change 46 $4K
Bay Harbor Wealth Management, LLC 0.00% Reduce -99.7% 46 $4K
Aventura Private Wealth, LLC 0.00% No change 42 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -4.8% 40 $4K
Lloyd Advisory Services, LLC. 0.00% Reduce -95.6% 38 $4K
Kingdom Financial Group LLC. 0.00% Reduce -96.0% 38 $4K
Russell Investments Group, Ltd. 0.00% Add +15.6% 37 $3K
Signaturefd, LLC 0.00% Add +24.1% 36 $3K
Birchwood Financial Partners, Inc. 0.00% Reduce -50.0% 35 $3K
Hilton Head Capital Partners, LLC 0.00% No change 35 $3K
Wiser Advisor Group LLC 0.00% Reduce -15.0% 34 $3K
CNB Bank 0.00% No change 34 $3K
Strategic Advisory Partners, LLC 0.00% New 33 $3K
Hazlett, Burt & Watson, Inc. 0.00% Add +3.5% 30 $3K
Hanson & Doremus Investment Management 0.00% New 28 $3K
Salem Investment Counselors Inc. 0.00% New 31 $3K
Chapman Financial Group, LLC 0.00% No change 29 $3K
Dunhill Financial, LLC 0.00% New 29 $3K
Harbor Investment Advisory, LLC 0.00% No change 27 $3K
REAP Financial Group, LLC 0.00% No change 25 $2K
TD Capital Management LLC 0.00% No change 25 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 24 $2K
Red Reef Advisors LLC 0.00% No change 24 $2K
Investors Research Corp 0.00% No change 23 $2K
Basepoint Wealth LLC 0.00% New 19 $2K
Truvestments Capital LLC 0.00% New 15 $1K
Abound Wealth Management 0.00% Add +1300.0% 14 $1K
PlanVest Financial, Inc 0.00% — 13 $1K
Financial Life Planners 0.00% New 13 $1K
Prosperity Bancshares Inc 0.00% No change 13 $1K
Robinswood Financial LLC 0.00% New 11 $1K
Trust Co. of Toledo NA 0.00% No change 11 $1K
PayPay Securities Corp 0.03% Reduce -16.7% 10 $960
Raleigh Capital Management Inc. 0.00% Reduce -95.8% 10 $939
Tidemark, LLC 0.00% New 10 $939
Kings Path Partners LLC 0.00% No change 9 $845
Chilton Capital Management LLC 0.00% New 8 $752
SRH Advisors, LLC 0.00% No change 8 $751
N.E.W. Advisory Services LLC 0.00% No change 8 $751
Portfolio Resources Advisor Group, Inc. 0.00% Reduce -99.8% 6 $570
Longview Financial Advisors LLC 0.00% No change 6 $564
Quaker Wealth Management, LLC 0.00% No change 6 $564
Salomon & Ludwin, LLC 0.00% No change 6 $564
Alerus Financial NA 0.00% No change 6 $564
Vision Financial Markets LLC 0.00% No change 6 $499
Front Row Advisors LLC 0.00% No change 5 $470
American Capital Advisory, LLC 0.00% No change 5 $470
MTM Investment Management, LLC 0.00% No change 5 $470
Rialto Wealth Management, LLC 0.00% No change 5 $470
Howe & Rusling Inc. 0.00% No change 5 $470
Retirement Wealth Solutions LLC 0.00% Reduce -99.8% 4 $420
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 4 $376
Realta Investment Advisors 0.00% Add +33.3% 4 $376
SOA Wealth Advisors, LLC. 0.00% No change 4 $376
Spurstone Advisory Services, LLC 0.00% No change 3 $282
Register Financial Advisors LLC 0.00% No change 3 $282
Bear Mountain Capital, Inc. 0.00% No change 2 $238
Merkkuri Wealth Advisors LLC 0.00% New 3 $235
VSM Wealth Advisory, LLC 0.00% New 2 $188
St Germain D J Co. Inc. 0.00% No change 2 $188
Frazier Financial Advisors, LLC 0.00% No change 1 $109
Fourth Dimension Wealth, LLC 0.00% No change 1 $94
Inspire Investing, LLC 0.00% No change 1 $73

"% 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.