iShares MSCI Emr MRK Ex ChnaEMXCETF

13F holders, Q2 2025 (June 30)
832holders −40
90new positions
130sold out
6famous investors
$63.14avg. 13F price*

At the end of Q2 2025, 832 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, down 40 from Q1 2025. 90 opened new positions and 130 sold out. The largest holders were Bank of America Corp. ($747.2M), Bank of New York Mellon Corp ($612.2M) and Old Mission Capital LLC ($527.6M). 6 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares MSCI Emr MRK Ex Chna
CUSIP
46434G764
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 755Q1 2024Q2 2024: 820Q2 2024Q3 2024: 858Q3 2024Q4 2024: 914Q4 2024Q1 2025: 872Q1 2025Q2 2025: 832Q2 2025Q3 2025: 794Q3 2025Q4 2025: 876Q4 2025Q1 2026: 935Q1 2026Q2 2026: 1,025Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions90$681.0M
Exits130$486.6M

All 13F filers, Q1 2025 → Q2 2025: 24,835,434 shares bought and 88,514,441 shares sold, net −63,679,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 832 holders

Bank of America Corp. 0.06% Reduce -29.3% 11,834,614 $747.2M
Bank of New York Mellon Corp 0.12% Reduce -8.3% 9,695,358 $612.2M
Old Mission Capital LLC 14.06% Add +944.0% 8,356,124 $527.6M
Northern Trust Corp. 0.06% Add +6.6% 6,716,123 $424.1M
BlackRock, Inc. 0.01% Reduce -28.9% 6,304,823 $398.1M
Teacher Retirement System of Texas 1.62% New 6,098,476 $385.1M
Ameriprise Financial Inc. 0.07% Reduce -29.1% 4,748,018 $300.2M
Northwestern Mutual Wealth Management Co. 0.21% Reduce -12.7% 4,563,872 $288.2M
Morgan Stanley 0.02% Reduce -37.6% 3,848,874 $243.0M
Victory Capital Management Inc. 0.14% Reduce -35.6% 3,421,905 $216.1M
Envestnet Asset Management Inc. 0.06% Reduce -86.0% 3,238,294 $204.5M
Richard Bernstein Advisors LLC 4.51% Reduce -44.3% 2,895,477 $182.8M
LPL Financial LLC 0.06% Reduce -67.0% 2,844,253 $179.6M
JPMorgan Chase & Co. 0.01% Reduce -61.9% 2,590,453 $163.6M
Cullen/Frost Bankers, Inc. 1.99% Add +2.5% 2,518,698 $159.0M
Wells Fargo & Company 0.03% Add +0.3% 2,358,353 $148.9M
UBS Group AG 0.03% Reduce -12.1% 2,008,204 $126.8M
Citigroup Inc. 0.08% Add +1166.9% 1,780,243 $112.4M
Valmark Advisers, Inc. 1.51% Reduce -1.1% 1,720,019 $108.6M
US Bancorp \de 0.13% Reduce -28.8% 1,633,133 $103.1M
CENTRAL TRUST Co 2.34% Add +2.7% 1,604,339 $101.3M
Composition Wealth, LLC 1.65% Add +4.8% 1,551,780 $98.0M
Partners Capital Investment Group, LLP 3.70% Reduce -63.8% 1,449,780 $91.5M
Johns Hopkins University 4.75% No change 1,423,744 $89.9M
Russell Investments Group, Ltd. 0.11% Reduce -4.5% 1,360,297 $85.9M
Stifel Financial Corp. 0.08% Reduce -18.7% 1,353,534 $85.5M
Flow Traders U.S. LLC 3.13% Add +184.8% 1,342,097 $84.7M
HighTower Advisors, LLC 0.09% Reduce -1.6% 1,192,520 $75.3M
Eastern Bank 1.31% Add +2.4% 1,090,031 $68.8M
Raymond James Financial Inc. 0.02% Reduce -13.9% 995,690 $62.9M
Avidian Wealth Enterprises, LLC 2.43% Add +0.5% 946,525 $59.8M
Prudential PLC 0.36% Add +2157.3% 925,500 $58.4M
Susquehanna International Group, LLP 0.09% Add +634.9% 894,674 $56.5M
Adventist Health System/ West 7.86% New 837,660 $52.9M
Creative Planning 0.04% Reduce -6.3% 821,707 $51.9M
RiverFront Investment Group, LLC 0.98% Add +2.5% 792,256 $50.0M
Commonwealth Equity Services, LLC 0.06% Reduce -34.3% 771,118 $48.7M
Janney Montgomery Scott LLC 0.13% Reduce -51.5% 765,607 $48.3M
Mariner, LLC 0.07% Reduce -9.8% 756,848 $47.8M
United Bank 5.65% Reduce -0.6% 747,969 $47.2M
State of Wisconsin Investment Board 0.12% Add +1.2% 746,842 $47.2M
Hughes Financial Services, LLC 7.94% Add +7.9% 729,475 $46.2M
Tiaa Trust, National Association 0.12% Reduce -24.4% 730,193 $46.1M
1ST Source Bank 2.53% Reduce -0.1% 726,094 $45.8M
Royal Bank of Canada 0.01% Reduce -35.6% 713,305 $45.0M
Evoke Wealth, LLC 1.04% Add +3.2% 705,390 $44.5M
Hancock Whitney Corp. 0.84% Add +0.2% 697,282 $44.0M
Osaic Holdings, Inc. 0.08% Reduce -6.3% 682,097 $43.1M
New York Life Investment Management LLC 0.37% New 633,429 $40.0M
Myriad Asset Management US LP 26.34% New 629,810 $39.8M
Aprio Wealth Management, LLC 4.42% Add +2.2% 620,357 $39.2M
Cetera Investment Advisers 0.06% Reduce -66.3% 563,767 $35.6M
Anderson Hoagland & Co. 3.36% Add +19.1% 557,991 $35.2M
PNC Financial Services Group, Inc. 0.02% Reduce -5.3% 553,856 $35.0M
Advocacy Wealth Management, LLC 2.13% Reduce -49.9% 548,817 $34.7M
TRUE Private Wealth Advisors 3.83% Add +26.5% 540,145 $34.1M
Focus Partners Wealth 0.07% Reduce -0.9% 539,252 $34.0M
Baird Financial Group, Inc. 0.06% Reduce -4.0% 516,228 $32.6M
Goldman Sachs Group Inc. 0.01% Reduce -21.9% 502,855 $31.8M
Oppenheimer Asset Management Inc. 0.36% Reduce -1.2% 494,666 $31.2M
Clearwater Capital Advisors, LLC 2.77% New 480,002 $30.3M
Sentinel Trust Co. Lba 3.13% No change 456,200 $28.8M
CKW Financial Group 3.25% Reduce -0.8% 446,653 $28.3M
Sofi Wealth, LLC 1.73% Add +4.8% 447,319 $28.2M
Crestwood Advisors Group, LLC 0.50% Add +1.3% 446,003 $28.2M
Armstrong Advisory Group, Inc. 2.13% New 445,056 $28.1M
Integrated Wealth Concepts LLC 0.28% Reduce -31.6% 441,177 $27.9M
Captrust Financial Advisors 0.06% Reduce -1.7% 431,970 $27.3M
Curi Capital, LLC 0.51% Add +10.8% 428,874 $27.1M
Compound Planning, Inc. 1.02% Add +3.0% 425,416 $26.9M
FORM Wealth Advisors, LLC 3.13% Add +1.4% 410,170 $25.9M
Permanens Capital L.P. 3.46% Add +1.0% 401,493 $25.4M
Legacy Edge Advisors, LLC 3.31% Add +20.2% 392,677 $24.8M
Sanctuary Advisors, LLC 0.15% Reduce -61.3% 391,762 $24.7M
McKinley Carter Wealth Services, Inc. 1.37% Reduce -12.4% 391,030 $24.7M
Artemis Wealth Advisors, LLC 3.77% Add +0.1% 390,345 $24.6M
MML Investors Services, LLC 0.07% Reduce -79.0% 385,787 $24.4M
Soros Fund Management 0.60% No change 354,686 $22.4M
Professional Advisory Services Inc. 2.75% Reduce -2.2% 352,595 $22.3M
Thrivent Financial for Lutherans 0.05% Reduce -54.8% 350,954 $22.2M
Nomura Asset Management Co. Ltd. 0.06% New 339,800 $21.5M
Legal & General Group Plc 0.01% Add +60.9% 339,195 $21.4M
Mutual of America Capital Management LLC 0.22% No change 325,778 $20.6M
Prime Buchholz LLC 6.44% No change 319,235 $20.2M
Legacy Financial Group LLC 2.80% Add +0.5% 317,476 $20.0M
Stockman Wealth Management, Inc. 2.67% Add +1.6% 310,675 $19.6M
Cwm, LLC 0.07% Reduce -87.4% 308,261 $19.5M
Seascape Capital Management 5.93% Add +6.1% 297,964 $18.8M
Agf Management Ltd. 0.08% Reduce -4.2% 293,793 $18.6M
Beam Wealth Advisors, Inc. 5.46% Add +17.5% 289,906 $18.3M
Tradition Wealth Management, LLC 1.43% Reduce -9.0% 282,988 $17.9M
Cardinal Strategic Wealth Guidance 5.08% Reduce -3.8% 278,826 $17.6M
Mercer Global Advisors Inc. 0.04% Reduce -60.0% 277,236 $17.5M
Pathstone Holdings, LLC 0.06% Add +6.1% 243,985 $15.4M
Chicago Partners Investment Group LLC 0.44% Reduce -0.4% 237,090 $15.3M
Carr Financial Group Corp 4.49% Add +20.3% 241,130 $15.2M
Park Avenue Securities LLC 0.14% Reduce -88.9% 237,992 $15.0M
NewEdge Advisors, LLC 0.08% Reduce -69.3% 234,383 $14.8M
World Investment Advisors 0.33% Reduce -38.4% 230,830 $14.6M
Trail Ridge Investment Advisors, LLC 6.81% Reduce -14.7% 225,359 $14.2M
Wealthcare Advisory Partners LLC 0.32% Add +6.4% 219,985 $13.9M
Farther Finance Advisors, LLC 0.28% Reduce -12.4% 219,552 $13.9M
Columbia Bank 4.18% Add +7.8% 216,449 $13.7M
Ayalon Insurance Comp Ltd. 3.91% Add +30.3% 214,717 $13.6M
Arkansas Financial Group, Inc. 2.09% Add +1.6% 212,874 $13.4M
Schroder Investment Management Group 0.01% Reduce -15.8% 198,779 $12.5M
Kelly Financial Services LLC 3.66% Reduce -0.5% 196,978 $12.4M
Eagle Bluffs Wealth Management LLC 5.70% Reduce -0.1% 189,838 $12.0M
Oarsman Capital, Inc. 1.87% Add +2.9% 188,560 $11.9M
Townsend & Associates, Inc 1.15% Reduce -4.4% 180,904 $11.6M
Elevation Point Wealth Partners, LLC 0.89% Reduce -6.4% 180,306 $11.4M
Ancora Advisors LLC 0.24% Add +4.7% 180,174 $11.4M
Greenwood Capital Associates LLC 1.38% Add +5.1% 175,347 $11.1M
McIlrath & Eck, LLC 1.26% Reduce -2.4% 174,727 $11.0M
Courier Capital LLC 0.67% Add +5.9% 174,646 $11.0M
Central Bank & Trust Co. 1.77% Reduce -17.8% 171,196 $10.8M
State of Wyoming 1.31% Reduce -24.9% 170,131 $10.7M
Heck Capital Advisors, LLC 0.92% Reduce -15.4% 170,050 $10.7M
&partners 0.08% Add +35.5% 169,769 $10.7M
Ashton Thomas Private Wealth, LLC 0.37% Reduce -14.6% 167,334 $10.6M
Ullmann Wealth Partners Group, LLC 1.24% Add +2.9% 165,573 $10.5M
FLC Capital Advisors 2.14% Add +0.6% 163,734 $10.3M
Cerity Partners LLC 0.02% Reduce -2.9% 163,103 $10.3M
Belpointe Asset Management LLC 0.43% Reduce -8.5% 161,566 $10.2M
Bank of Montreal 0.01% Reduce -1.4% 160,221 $10.1M
Orion Porfolio Solutions, LLC 0.08% Reduce -30.7% 157,328 $9.9M
Prasad Wealth Partners, LLC 2.89% New 156,173 $9.9M
Corient Private Wealth LP 0.01% Reduce -49.4% 155,886 $9.8M
MAI Capital Management 0.07% Add +10.4% 154,910 $9.8M
Strategic Blueprint, LLC 0.47% Reduce -42.0% 150,252 $9.5M
Private Advisor Group, LLC 0.05% Reduce -36.6% 149,688 $9.5M
Merit Financial Group, LLC 0.10% Reduce -74.2% 145,233 $9.2M
Wambolt & Associates, LLC 3.09% Reduce -2.6% 144,479 $9.1M
Bare Financial Services, Inc 3.06% Add +7.7% 143,559 $9.1M
Affinity Capital Advisors, LLC 1.54% Reduce -0.8% 142,182 $9.0M
Pacific Sage Partners, LLC 1.75% Add +2.5% 139,511 $8.8M
Pecaut & Co. 2.92% Add +3.6% 139,113 $8.8M
Nelson Capital Management, LLC 1.13% Reduce -35.1% 135,561 $8.6M
Raelipskie Partnership 3.90% Add +1.4% 135,022 $8.5M
Darwin Wealth Management, LLC 2.88% Reduce -2.1% 131,958 $8.3M
Citizens Business Bank 1.61% Add +3.1% 131,074 $8.3M
Chatham Capital Group, Inc. 1.25% New 129,525 $8.2M
Regions Financial Corp. 0.06% Add +2.9% 127,019 $8.0M
Ethos Financial Group, LLC 0.68% Add +1.6% 125,186 $7.9M
Wallington Asset Management, LLC 1.11% Reduce -45.1% 125,065 $7.9M
Atlantic Edge Private Wealth Management, LLC 2.17% Reduce -0.6% 125,043 $7.9M
SlateStone Wealth, LLC 0.73% Add +3.5% 124,212 $7.8M
OneDigital Investment Advisors LLC 0.09% Reduce -86.4% 121,529 $7.7M
Fifth Third Wealth Advisors LLC 0.32% Add +86.8% 120,427 $7.6M
Randall & Associates Wealth Management 5.79% Reduce -1.6% 119,165 $7.5M
1 North Wealth Services LLC 2.92% Add +9.9% 116,550 $7.4M
Keybank National Association 0.03% Add +7.4% 116,017 $7.3M
Black Swift Group, LLC 1.48% New 115,825 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -95.0% 113,980 $7.2M
Ewa, LLC 2.27% Reduce -42.5% 113,962 $7.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -66.8% 112,212 $7.1M
Driehaus Capital Management LLC 0.06% No change 111,744 $7.1M
REDW Wealth LLC 2.80% Reduce -13.7% 111,509 $7.0M
Graypoint LLC 0.39% Reduce -9.6% 110,737 $7.0M
Federation des caisses Desjardins du Quebec 0.03% Reduce -79.3% 107,972 $6.8M
Zhang Financial LLC 0.31% Add +26.1% 106,711 $6.7M
Cibc World Market Inc. 0.01% Add +5.6% 106,300 $6.7M
Intelligence Driven Advisers, LLC 1.01% Add +13.8% 105,589 $6.7M
Liberty Wealth Management LLC 1.04% Reduce -22.8% 104,817 $6.6M
Fortis Advisors, LLC 4.20% Reduce -0.7% 103,805 $6.6M
Fortis Capital Advisors, LLC 1.17% Reduce -9.9% 103,601 $6.5M
Choreo, LLC 0.09% Reduce -8.6% 103,571 $6.5M
Matthew Goff Investment Advisor, LLC 1.19% Reduce -1.3% 102,112 $6.4M
Snowden Capital Advisors LLC 0.19% Reduce -34.9% 102,062 $6.4M
Ironsides Asset Advisors, LLC 1.87% Add +0.8% 101,921 $6.4M
MBL Wealth, LLC 0.61% Add +5.0% 101,171 $6.4M
LVM Capital Management Ltd. 0.66% Add +11.9% 100,599 $6.4M
Bank of Nova Scotia 0.01% New 100,000 $6.3M
Pekin Hardy Strauss, Inc. 0.72% Add +30.8% 99,098 $6.3M
Plum Street Advisors, LLC 2.74% Add +15.7% 98,312 $6.2M
Grey Ledge Advisors, LLC 1.51% Reduce -3.0% 97,601 $6.2M
Perigon Wealth Management, LLC 0.14% Reduce -44.4% 94,574 $6.0M
Valeo Financial Advisors, LLC 0.15% Reduce -8.0% 93,571 $5.9M
Blue Trust, Inc. 0.07% Reduce -54.0% 92,349 $5.8M
Syon Capital LLC 0.39% Reduce -32.3% 92,313 $5.8M
High Note Wealth, LLC 1.29% Add +37.4% 89,224 $5.6M
Sound Stewardship, LLC 2.86% Add +1.1% 87,932 $5.6M
5th Street Advisors, LLC 2.74% Reduce -1.2% 87,445 $5.5M
Keystone Financial Group 0.49% Add +23.2% 85,354 $5.4M
Waverly Advisors, LLC 0.06% Reduce -16.7% 84,787 $5.4M
Exencial Wealth Advisors, LLC 0.18% Reduce -4.2% 82,504 $5.2M
NorthRock Partners, LLC 0.13% Reduce -14.0% 81,940 $5.2M
Principal Securities, Inc. 0.10% Add +17.9% 81,874 $5.2M
Brighton Jones LLC 0.14% Reduce -1.2% 80,673 $5.1M
Norway Savings Bank 2.56% Add +2.0% 78,792 $5.0M
Colonial Trust Advisors 0.41% Add +1.5% 77,670 $4.9M
Robertson Stephens Wealth Management, LLC 0.17% Add +251.5% 77,600 $4.9M
Van Hulzen Asset Management, LLC 0.41% Add +3.2% 77,221 $4.9M
Kraft, Davis & Associates, LLC 1.32% Add +22.1% 76,168 $4.8M
Keeler & Nadler Financial Planning & Wealth Management 1.93% Reduce -33.1% 76,204 $4.8M
Retirement Planning Group, LLC 0.20% Reduce -11.0% 75,331 $4.8M
Eley Financial Management, Inc 1.82% Add +2.8% 75,199 $4.7M
Sierra Capital LLC 0.55% Reduce -6.3% 75,183 $4.7M
Envision Financial LLC 3.10% Reduce -0.1% 73,649 $4.7M
Principia Wealth Advisory, LLC 3.89% Reduce -6.6% 72,478 $4.6M
Fiduciary Alliance LLC 0.34% Add +7.6% 72,275 $4.6M
SageView Advisory Group, LLC 0.17% Add +8.1% 71,720 $4.5M
Icon Wealth Advisors, LLC 0.32% Reduce -70.3% 70,582 $4.5M
Rockefeller Capital Management L.P. 0.01% Reduce -22.1% 70,500 $4.5M
Foundry Financial Group, Inc. 2.53% Add +0.9% 70,459 $4.4M
Tidal Investments LLC 0.03% Add +7.5% 69,499 $4.4M
Marshall Wace, LLP 0.01% New 68,968 $4.4M
Bernard Wealth Management Corp. 2.01% Add +2.4% 68,853 $4.3M
Noble Family Wealth, LLC 1.05% Add +1.7% 67,992 $4.3M
Forthright Family Wealth Advisory LLC 2.69% Reduce -8.0% 67,339 $4.3M
Truist Financial Corp. 0.01% Reduce -73.4% 66,998 $4.2M
IHT Wealth Management, LLC 0.12% Add +57.8% 66,994 $4.2M
Atlas Legacy Advisors, LLC 0.91% Add +7.1% 65,574 $4.1M
Stratos Wealth Partners, LTD. 0.06% Reduce -50.5% 65,153 $4.1M
Fortitude Family Office, LLC 1.36% Reduce -23.9% 65,133 $4.1M
Atria Investments, Inc 0.05% Reduce -77.9% 64,929 $4.1M
Claro Advisors Inc. 0.68% Add +0.7% 64,756 $4.1M
New Wave Wealth Advisors LLC 1.73% Add +0.5% 64,299 $4.1M
Sterling Investment Counsel, LLC 2.37% Reduce -33.0% 64,146 $4.1M
Greykasell Wealth Strategies, Inc. 1.93% Add +6.8% 63,689 $4.0M
Norris Financial Group, LLC 1.64% New 63,325 $4.0M
Valley National Advisers Inc. 0.65% Add +3.5% 62,684 $4.0M
Atlas Capital Advisors Inc. 0.48% Reduce -2.3% 61,996 $3.9M
Anson Capital, Inc. 3.15% Reduce -4.1% 61,919 $3.9M
LVW Advisors, LLC 0.44% Add +5.3% 61,835 $3.9M
Camden National Bank 0.56% Add +11.4% 61,105 $3.9M
Franklin Resources Inc. 0.00% Reduce -4.6% 61,093 $3.9M
Commerce Bank 0.02% Add +21.4% 60,781 $3.8M
Rothschild Investment LLC 0.24% Add +18626.3% 59,924 $3.8M
Cora Capital Advisors LLC 1.66% Reduce -4.8% 59,170 $3.7M
WCG Wealth Advisors LLC 0.24% Reduce -2.9% 59,019 $3.7M
McAdam, LLC 0.20% Reduce -6.0% 58,690 $3.7M
KADENSA CAPITAL Ltd 0.59% New 58,352 $3.7M
Galilei Investment Office LLP 1.87% No change 58,133 $3.7M
RFG Advisory, LLC 0.08% Reduce -36.6% 57,110 $3.6M
Shelton Wealth Management, LLC 1.81% Add +1.6% 56,878 $3.6M
Gallacher Capital Management LLC 1.66% Add +7.4% 56,825 $3.6M
Legacy Financial Advisors, Inc. 0.56% Reduce -3.9% 56,704 $3.6M
Spectrum Planning & Advisory Services Inc. 2.31% Reduce -0.6% 56,601 $3.6M
Harvest Investment Advisors, LLC 2.29% Add +0.2% 56,293 $3.6M
Quent Capital, LLC 0.34% Reduce -6.9% 56,129 $3.5M
Colonial Trust Co / SC 0.51% Add +0.3% 55,438 $3.5M
Denver PWM, LLC 1.08% Add +2.1% 54,637 $3.4M
SOL Capital Management CO 0.33% Reduce -9.9% 54,550 $3.4M
Sei Investments Co. 0.00% Reduce -0.1% 54,537 $3.4M
Wood Tarver Financial Group, LLC 1.02% Add +0.2% 53,860 $3.4M
CBIZ Investment Advisory Services, LLC 0.15% Reduce -4.3% 53,601 $3.4M
Savvy Advisors, Inc. 0.22% Add +21.9% 53,345 $3.4M
Alliancebernstein L.P. 0.00% Add +10.3% 53,214 $3.4M
Level Four Advisory Services, LLC 0.12% Add +1.6% 52,270 $3.3M
Werba Rubin Papier Wealth Management 0.62% Reduce -1.9% 52,038 $3.3M
Gold Investment Management Ltd. 1.23% Add +6.2% 51,746 $3.3M
AlphaCore Capital LLC 0.12% Reduce -29.4% 51,776 $3.3M
Weitzel Financial Services, Inc. 1.38% Add +0.4% 50,767 $3.3M
Trek Financial, LLC 0.22% Reduce -59.9% 51,514 $3.3M
Arq Wealth Advisors, LLC 1.11% No change 58,743 $3.2M
Jones Financial Companies LLLP 0.00% Reduce -24.0% 51,358 $3.2M
Midwest Professional Planners, LTD. 0.85% Reduce -1.8% 51,222 $3.2M
Ausdal Financial Partners, Inc. 0.22% Add +26.9% 51,190 $3.2M
West Wealth Group, LLC 0.80% Reduce -66.0% 50,716 $3.2M
Copia Wealth Management 2.71% Reduce -1.4% 50,876 $3.2M
Integrity Alliance, Llc. 0.17% Add +3.4% 50,349 $3.2M
CoreCap Advisors, LLC 0.12% Reduce -27.7% 48,864 $3.1M
Vertex Planning Partners, LLC 0.64% Reduce -51.9% 48,492 $3.1M
Kestra Advisory Services, LLC 0.01% Reduce -50.1% 48,043 $3.0M
Crescent Grove Advisors, LLC 0.29% Reduce -25.4% 47,463 $3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Reduce -2.0% 47,274 $3.0M
Provident Co of the Employees of the Hebrew University LTD 2.95% Add +4.1% 46,933 $3.0M
Meitav Investment House Ltd. 0.04% Add +4.1% 46,933 $3.0M
Comerica Bank 0.01% Reduce -22.9% 46,409 $2.9M
Wealthfront Advisers LLC 0.01% Add +7.1% 45,998 $2.9M
Caldwell Trust Co 0.29% Add +6.6% 45,509 $2.9M
Avantax Advisory Services, Inc. 0.02% Reduce -77.5% 44,803 $2.8M
Maryland Capital Advisors Inc. 1.09% Add +1.6% 44,247 $2.8M
Financial Partners Group, Inc 0.38% New 43,867 $2.8M
CreativeOne Wealth, LLC 0.07% Reduce -82.7% 43,570 $2.8M
Analyst IMS Investment Management Services Ltd. 0.09% No change 43,530 $2.7M
One Wealth Advisors, LLC 0.38% Reduce -70.3% 43,335 $2.7M
Whittier Trust Co. 0.03% Add +3.7% 43,008 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.0% 42,104 $2.7M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -59.0% 42,527 $2.7M
Nottingham Advisors, Inc. 0.40% Reduce -9.8% 42,521 $2.7M
Dynamic Wealth Strategies, LLC 1.90% Reduce -30.0% 41,823 $2.6M
First Citizens Bank & Trust Co. 0.05% Add +7.3% 41,728 $2.6M
Community Bank, N.A. 0.35% Reduce 0.0% 41,650 $2.6M
HB Wealth Management, LLC 0.02% Add +24.2% 41,421 $2.6M
Ridgeline Wealth Planning, LLC 2.14% Add +11.1% 41,109 $2.6M
Hirtle & Co., LLC 0.11% Reduce -13.4% 41,029 $2.6M
WT Wealth Management 0.77% Add +12.8% 40,957 $2.6M
Glen Eagle Advisors, LLC 0.40% Add +2.4% 40,712 $2.6M
Naples Global Advisors, LLC 0.22% Add +13.5% 40,503 $2.6M
Versant Capital Management, Inc 0.39% Add +0.3% 40,480 $2.6M
MA Private Wealth 0.46% Reduce -15.9% 40,461 $2.6M
Apollon Wealth Management, LLC 0.05% Reduce -35.8% 40,061 $2.5M
Farrell Financial LLC 1.69% Add +1.1% 39,837 $2.5M
Birchcreek Wealth Management, LLC 1.41% Add +12.8% 39,554 $2.5M
BNP Paribas Financial Markets 0.00% Add +43.0% 39,478 $2.5M
Atria Wealth Solutions, Inc. 0.05% Reduce -86.1% 37,944 $2.4M
Clal Insurance Enterprises Holdings Ltd 0.02% No change 38,290 $2.4M
Perennial Investment Advisors, LLC 0.23% Reduce -76.0% 38,069 $2.4M
Financial Life Advisors 0.82% Reduce -58.1% 37,958 $2.4M
Deutsche Bank AG 0.00% Reduce -1.9% 37,527 $2.4M
EP Wealth Advisors, LLC 0.02% Add +239.8% 37,149 $2.3M
Horst & Graben Wealth Management LLC 0.38% Reduce -80.9% 36,087 $2.3M
Eaton Financial Holdings Company, LLC 0.70% No change 35,812 $2.3M
Equitable Holdings, Inc. 0.02% Reduce -77.0% 35,723 $2.3M
First Financial Bankshares Inc 0.05% New 35,520 $2.2M
Live Oak Investment Partners 1.72% Reduce -1.4% 35,444 $2.2M
Burke & Herbert Bank & Trust Co. 0.49% Reduce -6.6% 34,970 $2.2M
NTV Asset Management LLC 0.26% Reduce -5.0% 34,932 $2.2M
Total Wealth Planning, LLC 0.27% New 34,244 $2.2M
ShoreHaven Wealth Partners, LLC 0.89% Reduce -66.4% 34,236 $2.2M
Smithbridge Asset Management Inc. 0.38% Add +3.2% 33,991 $2.1M
Keebeck Wealth Management 0.28% Reduce -62.4% 33,703 $2.1M
Relyea Zuckerberg Hanson LLC 0.25% Reduce -15.3% 33,589 $2.1M
JT Stratford LLC 0.32% Reduce -13.1% 33,338 $2.1M
PFG Advisors 0.10% New 33,180 $2.1M
Passive Capital Management, LLC. 0.65% No change 33,000 $2.1M
Leuthold Group, LLC 0.25% No change 33,050 $2.1M
Foundations Investment Advisors, LLC 0.03% Reduce -95.3% 32,983 $2.1M
Quadcap Wealth Management, LLC 0.26% Add +1.6% 32,861 $2.1M
Scissortail Wealth Management, LLC 0.50% Add +3.3% 32,823 $2.1M
M&T Bank Corp 0.01% Add +18.1% 32,264 $2.0M
FineMark National Bank & Trust 0.07% Reduce -4.8% 32,232 $2.0M
AE Wealth Management LLC 0.01% Reduce -89.7% 32,139 $2.0M
Bigelow Investment Advisors, LLC 0.89% Add +16.3% 31,929 $2.0M
Parallel Advisors, LLC 0.04% Reduce -12.1% 31,459 $2.0M
Certus Wealth Management, LLC 1.26% Reduce -48.0% 31,107 $2.0M
EverSource Wealth Advisors, LLC 0.09% Reduce -11.3% 30,850 $1.9M
Stelac Advisory Services LLC 0.74% Reduce -30.0% 30,838 $1.9M
KM Capital Management Ltd. 0.95% Reduce -60.9% 30,550 $1.9M
Mutual Advisors, LLC 0.05% Reduce -12.4% 30,147 $1.9M
Trajan Wealth LLC 0.09% Reduce -0.4% 30,484 $1.9M
WealthPlan Investment Management, LLC 0.14% New 30,199 $1.9M
Glenmede Investment Management, LP 0.01% — 30,123 $1.9M
Smith Thornton Advisors LLC 1.09% Add +0.2% 30,031 $1.9M
Beckerman Institutional, LLC 1.26% Add +7.9% 29,977 $1.9M
Kickstand Ventures, Llc. 0.44% Add +1.8% 29,669 $1.9M
Fusion Family Wealth, LLC 0.16% No change 29,452 $1.9M
D.A. Davidson & Co. 0.01% Reduce -5.3% 29,408 $1.9M
Arbor Investment Advisors, LLC 0.23% Add +316.1% 28,903 $1.8M
Atticus Wealth Management, LLC 0.49% Add +0.7% 28,794 $1.8M
First Bank & Trust 0.31% No change 27,895 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% New 27,846 $1.8M
Balance Wealth Partners LLC 1.02% Reduce -20.8% 27,603 $1.7M
Meridian Wealth Management, LLC 0.07% Add +467.0% 27,303 $1.7M
FMR LLC 0.00% Add +41.5% 26,950 $1.7M
Eq LLC 0.66% Reduce -15.8% 26,818 $1.7M
Renaissance Technologies 0.00% New 26,700 $1.7M
Walter & Keenan Wealth Management LLC /in/ 0.48% No change 26,367 $1.7M
XY Planning Network, Inc. 0.56% Add +37.8% 26,226 $1.7M
JBGlobal.com LLC 1.72% Reduce -20.8% 26,158 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -13.1% 25,456 $1.6M
Fort Point Capital Partners LLC 0.16% No change 25,325 $1.6M
Asset Dedication, LLC 0.12% Add +3.6% 25,267 $1.6M
Copperleaf Capital, LLC 0.81% Reduce -3.3% 25,206 $1.6M
Ascent Group, LLC 0.06% Reduce -91.4% 25,191 $1.6M
Bleakley Financial Group, LLC 0.04% Reduce -7.6% 24,337 $1.5M
Quarry Hill Advisors, LLC 0.88% Add +1.1% 23,853 $1.5M
Sigma Planning Corp 0.04% Reduce -43.5% 23,604 $1.5M
Savant Capital, LLC 0.01% Reduce -19.9% 23,518 $1.5M
Advus Financial Partners, LLC 0.38% Reduce -33.5% 23,445 $1.5M
Moneta Group Investment Advisors LLC 0.02% Reduce -2.9% 23,347 $1.5M
Qube Research & Technologies Ltd 0.00% Reduce -85.3% 23,262 $1.5M
Sovran Advisors, LLC 0.15% Reduce -64.0% 23,102 $1.5M
Clear Harbor Asset Management, LLC 0.11% Add +1.4% 22,950 $1.4M
Pinnacle Holdings, LLC 0.60% New 22,875 $1.4M
Ehrlich Financial Group 0.93% Reduce -32.8% 22,797 $1.4M
Citadel Advisors 0.00% Reduce -73.0% 22,412 $1.4M
Strathmore Capital Advisors, Inc. 0.62% — 22,272 $1.4M
Swisher Financial Concepts, Inc. 0.90% Reduce -38.9% 22,129 $1.4M
Apella Capital, LLC 0.04% Add +1.1% 22,126 $1.4M
NorthCoast Asset Management LLC 0.01% Add +4.1% 21,925 $1.4M
Client 1ST Advisory Group, LLC 0.50% Reduce -0.8% 21,869 $1.4M
Means Investment Co., Inc. 0.13% Reduce -11.9% 21,828 $1.4M
Gotham Asset Management 0.01% Add +66.1% 21,600 $1.4M
Anchor Investment Management, LLC 0.12% No change 21,525 $1.4M
Apeiron RIA LLC 0.35% Reduce -51.6% 21,428 $1.4M
Severin Investments, LLC 1.26% New 21,316 $1.3M
CFS Investment Advisory Services, LLC 0.11% Reduce -89.2% 21,216 $1.3M
Loomis Sayles & Co. L P 0.00% New 20,750 $1.3M
Inlight Wealth Management, LLC 0.68% Add +141.9% 20,723 $1.3M
IFP Advisors, Inc 0.04% Reduce -34.2% 20,306 $1.3M
J.W. Cole Advisors, Inc. 0.03% Add +430.8% 20,235 $1.3M
Texas Yale Capital Corp. 0.04% No change 20,150 $1.3M
Firethorn Wealth Partners, LLC 0.55% Reduce -52.8% 19,909 $1.3M
Orgel Wealth Management, LLC 0.03% Reduce -1.4% 19,904 $1.3M
Marietta Wealth Management, LLC 0.16% No change 19,563 $1.2M
Scarborough Advisors, LLC 0.24% Reduce -92.9% 19,547 $1.2M
AMG National Trust Bank 0.03% Reduce -2.2% 19,462 $1.2M
Provident Wealth Management, LLC 0.40% Add +3.3% 19,386 $1.2M
Campion Asset Management 0.91% Add +0.8% 19,275 $1.2M
Stonebrook Private Inc. 0.28% Reduce -82.0% 19,135 $1.2M
Focus Financial Network, Inc. 0.05% Reduce -70.5% 18,937 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -80.6% 18,921 $1.2M
FFG Retirement Advisors LLC 0.75% Reduce -43.9% 18,866 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.44% Reduce -28.3% 18,779 $1.2M
Parkside Financial Bank & Trust 0.13% Reduce -8.2% 18,663 $1.2M
Strategic Wealth Partners, Ltd. 0.09% — 18,396 $1.2M
Prospera Financial Services Inc 0.02% New 18,331 $1.2M
Assetmark, Inc. 0.00% Reduce -69.3% 18,164 $1.1M
Regimen Wealth, LLC 0.35% Reduce -90.2% 18,030 $1.1M
ERn Financial, LLC 0.24% Reduce -0.8% 18,013 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.9% 17,712 $1.1M
Sharkey, Howes & Javer 0.15% Reduce -88.3% 17,599 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +87.4% 17,411 $1.1M
Bestgate Wealth Advisors, LLC 2.26% No change 19,788 $1.1M
Dynasty Wealth Management, LLC 0.02% Reduce -9.3% 17,248 $1.1M
Cresset Asset Management, LLC 0.01% Reduce -64.3% 17,061 $1.1M
TSA Wealth Managment LLC 0.39% Reduce -75.8% 17,010 $1.1M
Bessemer Group Inc. 0.00% Add +10.5% 16,856 $1.1M
Harbour Investments, Inc. 0.03% Reduce -65.0% 16,764 $1.1M
Empower Advisory Group, LLC 0.00% Add +3.5% 16,760 $1.1M
Indiana Trust & Investment Management Co 0.35% No change 16,750 $1.1M
Coastal Bridge Advisors, LLC 0.09% New 16,725 $1.1M
Essential Partners LLC 0.42% — 16,704 $1.1M
Venturi Wealth Management, LLC 0.05% Reduce -5.7% 16,632 $1.1M
Shared Vision Wealth Group LLC 0.51% Reduce -54.8% 16,125 $1.0M
Clear Creek Financial Management, LLC 0.10% Add +3.7% 15,805 $998K
High Falls Advisors, Inc 0.22% Reduce -90.5% 15,733 $993K
Keyvantage Wealth, LLC 0.45% Reduce -1.6% 15,725 $993K
Williams & Novak, LLC 0.83% Reduce -2.6% 15,529 $981K
Cove Private Wealth, LLC 0.35% New 15,486 $978K
Willis Johnson & Associates, Inc. 0.07% Reduce -17.6% 15,362 $970K
Winthrop Capital Management, LLC 0.24% Reduce -16.5% 15,312 $967K
Rafferty Asset Management, LLC 0.00% Add +44.8% 15,303 $966K
AQR Capital Management 0.00% Reduce -11.1% 15,228 $961K
Interchange Capital Partners, LLC 0.22% Reduce -56.3% 15,088 $953K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -92.0% 15,082 $952K
Verus Capital Partners, LLC 0.08% Reduce -51.7% 15,023 $949K
K.J. Harrison & Partners Inc 0.16% New 15,000 $947K
Capital Advantage, Inc. 0.15% New 14,978 $946K
Bison Wealth, LLC 0.07% Reduce -0.2% 14,919 $942K
J2 Capital Management Inc 0.75% Add +113.1% 14,885 $940K
Glenview Trust Co 0.02% No change 14,849 $938K
Betterment LLC 0.00% Reduce -9.6% 14,759 $932K
Coldstream Capital Management Inc. 0.02% Reduce -24.1% 14,680 $927K
Gilbert & Cook, Inc. 0.13% Reduce -0.5% 14,653 $925K
Wealthcare Capital Partners, LLC 0.46% Add +9.2% 14,426 $911K
Global Strategic Investment Solutions, LLC 0.10% Reduce -3.6% 14,351 $906K
W1M Asset Management Ltd 0.07% Reduce -22.4% 14,325 $904K
Financial Engines Advisors L.L.C. 0.00% Add +1.0% 14,098 $890K
SeaBridge Investment Advisors LLC 0.16% New 13,900 $878K
Sightline Wealth Advisors, LLC 0.42% Reduce -23.3% 13,883 $877K
Breakwater Capital Group 0.14% Reduce -0.4% 13,838 $874K
Midwest Capital Advisors, LLC 0.46% Reduce -85.3% 13,724 $867K
Advisory Services Network, LLC 0.01% Reduce -81.5% 13,768 $865K
LexAurum Advisors, LLC 0.14% Add +4.5% 13,641 $861K
Brown Advisory Inc. 0.00% Add +50.9% 13,606 $859K
Wedmont Private Capital 0.04% Add +1.9% 13,321 $845K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -19.4% 13,081 $826K
Vise Technologies, Inc. 0.03% — 12,997 $821K
Cypress Wealth Services, LLC 0.15% Reduce -74.2% 12,994 $820K
OLIO Financial Planning 0.26% No change 12,959 $818K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -2.5% 12,942 $817K
Stone House Investment Management, LLC 0.15% Reduce -92.7% 12,893 $814K
Ascentis Wealth Management, LLC 0.22% New 12,832 $812K
Strategic Financial Concepts, LLC 0.11% Add +13.7% 12,855 $812K
Wealthcare Capital Management LLC 0.09% Reduce -10.4% 12,743 $805K
Haverford Trust Co 0.01% Add +24.8% 12,710 $803K
Emergent Wealth Advisors, LLC 0.51% Reduce -7.0% 12,707 $802K
FFT Wealth Management LLC 0.16% No change 12,478 $801K
Maia Wealth LLC 0.15% Reduce -80.1% 12,661 $799K
Marshall Financial Group, LLC 0.16% Reduce -31.9% 12,668 $799K
Steph & Co. 0.26% Add +630.8% 12,657 $799K
Ashford Advisors, LLC 0.18% Reduce -77.2% 1,402 $796K
Nvwm, LLC 0.19% Reduce -41.5% 12,588 $795K
Beacon Financial Group 0.08% Reduce -85.4% 12,459 $787K
Austin Private Wealth, LLC 0.06% Reduce -96.4% 12,430 $785K
Koshinski Asset Management, Inc. 0.06% Add +7.8% 12,407 $783K
National Philanthropic Trust 0.01% No change 12,354 $780K
Aptus Capital Advisors, LLC 0.01% Add +0.2% 12,347 $780K
Sovereign Financial Group, Inc. 0.16% Add +3.8% 12,313 $777K
21 West Wealth Management LLC 0.78% — 12,276 $775K
Global Retirement Partners, LLC 0.02% — 12,275 $775K
Cardiff Park Advisors, LLC 0.07% Add +0.1% 12,160 $768K
Mission Wealth Management, LP 0.02% Reduce -13.6% 12,105 $764K
Flagship Harbor Advisors, LLC 0.04% Reduce -61.9% 12,096 $764K
PBMares Wealth Management LLC 0.14% Reduce -0.6% 11,986 $757K
ONE Advisory Partners, LLC 0.25% Reduce -13.7% 11,692 $753K
Nicholas Hoffman & Company, LLC. 0.02% Add +1.6% 11,794 $745K
Manhattan West Asset Management, LLC 0.17% Add +13.6% 11,587 $732K
Natixis 0.00% New 11,567 $730K
Novem Group 0.09% Add +5.2% 11,545 $729K
Mgo One Seven LLC 0.02% Add +90.4% 11,530 $728K
CW Advisors, LLC 0.01% Add +0.0% 11,500 $726K
GeoWealth Management, LLC 0.03% Reduce -34.2% 11,472 $724K
One Wealth Capital Management, LLC 0.34% Reduce -73.2% 11,449 $723K
WealthShield Partners, LLC 0.09% Reduce -84.0% 11,296 $713K
W Advisors, LLC 0.41% Reduce -35.1% 11,293 $713K
Centaurus Financial, Inc. 0.04% Add +1.1% 11,292 $713K
Pure Financial Advisors, LLC 0.01% Add +11.5% 11,289 $713K
NBT Bank, N.A. 0.05% Reduce -1.5% 10,964 $692K
Richard W. Paul & Associates, LLC 0.25% Reduce -21.2% 10,947 $691K
Brady Martz Wealth Solutions, LLC 0.13% Add +1.0% 10,885 $687K
Oxford Financial Group, LTD. LLC 0.04% No change 10,838 $684K
Telos Capital Management, Inc. 0.07% Reduce -14.9% 10,665 $673K
Davis Wealth Advisors, LLC 0.71% Reduce -68.1% 10,657 $673K
TFO Wealth Partners, LLC 0.12% Reduce -39.2% 10,507 $663K
Yukon Wealth Management, Inc. 0.24% Add +7.2% 10,416 $658K
Gen-Wealth Partners Inc 0.25% Reduce -77.3% 10,406 $657K
HORAN Wealth, LLC 0.20% — 10,365 $654K
JB Capital LLC 0.03% Reduce -98.5% 10,342 $653K
Wealth Alliance, LLC 0.07% Reduce -89.1% 10,200 $644K
Summit Trail Advisors, LLC 0.01% Add +4.2% 10,132 $640K
Tyche Wealth Partners LLC 0.13% New 10,070 $636K
Pettinga Financial Advisors LLC 0.14% Reduce -91.8% 10,061 $635K
Mayflower Financial Advisors, LLC 0.09% Reduce -79.9% 9,997 $631K
Nations Financial Group Inc, /Ia/ 0.04% Add +3.4% 9,795 $619K
Squarepoint Ops LLC 0.00% New 9,777 $617K
Foster Group, Inc. 0.02% Reduce -0.1% 9,677 $611K
Wedbush Securities Inc. 0.02% Reduce -6.4% 9,676 $611K
Basso Capital Management, L.P. 0.45% Add +87.9% 9,675 $611K
Watershed Private Wealth LLC 0.22% Reduce -59.0% 9,672 $611K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -17.0% 9,662 $610K
Cosner Financial Group, LLC 0.34% Reduce -0.3% 9,558 $603K
Hanover Advisors Inc. 0.25% Reduce -7.2% 9,521 $601K
Modera Wealth Management, LLC 0.01% Reduce -2.1% 9,468 $598K
Synovus Financial Corp. 0.01% Reduce -3.9% 9,385 $593K
Arkadios Wealth Advisors 0.02% Reduce -43.0% 9,253 $584K
Panoramic Investment Advisors, LLC 0.36% Add +0.7% 9,184 $580K
Keudell/Morrison Wealth Management 0.13% No change 9,125 $576K
Mather Group, Llc. 0.01% Reduce -50.4% 9,118 $576K
Johnson Investment Counsel Inc. 0.01% Reduce -12.6% 9,093 $574K
OMNI 360 Wealth, Inc. 0.35% Reduce -24.3% 9,055 $572K
Neumann Capital Management, LLC 0.18% New 9,000 $568K
Estate Counselors, LLC 0.06% New 8,925 $564K
Uptown Financial Advisors LLC 0.52% New 8,889 $561K
Purkiss Capital Advisors LLC 0.31% Reduce -44.5% 8,881 $561K
Marathon Strategic Advisors, LLC 0.52% Add +1.6% 8,872 $560K
Cornerstone Wealth Management, LLC 0.03% No change 8,784 $555K
Sage Financial Group Inc. 0.04% Reduce -0.9% 8,674 $548K
Nwam LLC 0.03% Reduce -57.6% 8,699 $547K
Clearstead Advisors, LLC 0.01% Reduce -1.4% 8,488 $536K
Catalyst Financial Partners LLC 0.06% Add +5.9% 8,417 $531K
First Commonwealth Financial Corp 0.11% Reduce -70.9% 8,412 $531K
Mittelman Wealth Management 0.45% Add +0.7% 8,370 $529K
Smartleaf Asset Management LLC 0.05% Add +25.3% 8,375 $527K
Detalus Advisors, LLC 0.15% Reduce -89.5% 8,331 $526K
Concurrent Investment Advisors, LLC 0.01% Reduce -30.1% 8,324 $526K
Retirement Wealth Solutions LLC 0.38% Reduce -61.9% 8,267 $522K
LPWM LLC 0.15% Reduce -89.3% 8,192 $517K
Sax Wealth Advisors, LLC 0.03% New 8,086 $511K
BridgePort Financial Solutions, LLC 0.17% Reduce -59.6% 7,989 $504K
Vontobel Holding Ltd. 0.00% No change 7,866 $497K
NWF Advisory Services Inc. 0.06% Reduce -19.5% 7,861 $496K
Brookwood Investment Group LLC 0.08% Reduce -57.3% 7,851 $496K
Financial Advocates Investment Management 0.04% Reduce -48.3% 7,826 $494K
F&V Capital Management, LLC 0.13% No change 7,820 $494K
Unique Wealth Strategies, LLC 0.21% New 7,811 $493K
New Republic Capital, LLC 0.17% Reduce -27.3% 7,758 $490K
Western Wealth Management, LLC 0.03% Reduce -25.3% 7,754 $490K
First Horizon Advisors, Inc. 0.01% Reduce -87.9% 7,700 $486K
Latitude Advisors, LLC 0.24% Reduce -23.0% 7,652 $483K
Patron Partners, LLC 0.24% Reduce -47.7% 7,643 $483K
Quad-Cities Investment Group, LLC 0.22% New 7,618 $481K
Stokes Family Office, LLC 0.05% Reduce -91.0% 7,515 $475K
Southport Management, L.L.C. 2.31% New 7,500 $474K
SJS Investment Consulting Inc. 0.07% Reduce -4.4% 7,462 $471K
Sowell Financial Services LLC 0.02% Reduce -37.3% 7,418 $468K
Exchange Capital Management, Inc. 0.07% Reduce -2.1% 7,401 $467K
Dana Investment Advisors, Inc. 0.02% Add +12.5% 7,395 $467K
Heartwood Wealth Advisors LLC 0.05% Add +7.5% 7,252 $458K
Summit X, LLC 0.09% Reduce -92.6% 7,230 $456K
Caliber Wealth Management, LLC / KS 0.05% Reduce -20.9% 7,163 $452K
Canal Capital Management, LLC 0.07% Reduce -2.9% 7,136 $451K
ARK & TLK Investments, LLC 0.14% Add +0.2% 7,113 $449K
Triad Wealth Partners, LLC 0.09% Reduce -89.7% 7,085 $447K
Clarity Asset Management, Inc. 0.26% Reduce -87.9% 6,999 $442K
Quantinno Capital Management LP 0.00% Reduce -5.4% 6,998 $442K
Princeton Global Asset Management LLC 0.08% Add +82.4% 6,977 $441K
Comprehensive Money Management Services LLC 0.33% Reduce -13.1% 6,955 $439K
Pines Wealth Management, LLC 0.15% Add +1.9% 6,793 $437K
Aspetuck Financial Management LLC 0.33% Reduce -2.5% 6,894 $435K
Keystone Financial Services 0.15% Reduce -93.9% 6,790 $429K
Rede Wealth, LLC 0.15% Add +2.3% 6,738 $425K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -93.1% 6,717 $424K
My Legacy Advisors, LLC 0.15% Reduce -78.7% 6,665 $424K
PDS Planning, Inc 0.03% Reduce -2.1% 6,697 $423K
Csenge Advisory Group 0.02% Reduce -79.1% 7,135 $423K
Central Pacific Bank - Trust Division 0.06% No change 6,580 $415K
TCI Wealth Advisors, Inc. 0.03% New 6,530 $412K
Millennium Management 0.00% New 6,493 $410K
Retirement Income Solutions, Inc. 0.07% No change 6,390 $403K
United Capital Financial Advisors, LLC 0.00% Reduce -98.9% 6,342 $400K
Redwood Investment Management, LLC 0.04% Reduce -75.2% 6,294 $397K
Sunbelt Securities, Inc. 0.03% Add +26.6% 7,073 $392K
Oppenheimer & Co. Inc. 0.01% Add +64.5% 6,137 $387K
O'Brien Wealth Partners LLC 0.06% Reduce -95.7% 6,043 $382K
Fiduciary Trust Co 0.00% Reduce -1.5% 6,031 $381K
Cape Cod Five Cents Savings Bank 0.03% No change 6,119 $374K
Fifth Third Securities, Inc. 0.03% Reduce -0.1% 5,805 $367K
Benjamin Edwards Inc. 0.00% Reduce -64.2% 5,804 $366K
Portland Global Advisors LLC 0.04% Reduce -3.7% 5,800 $366K
Beacon Pointe Advisors, LLC 0.00% Add +3.8% 5,758 $364K
American Investment Services, Inc. 0.09% No change 5,690 $359K
Bridge Creek Capital Management LLC 0.11% Add +0.7% 5,686 $359K
Northwest Capital Management Inc 0.19% Add +67.4% 5,661 $357K
Strategic Investment Management, LLC 0.19% Reduce -98.2% 5,600 $354K
Stonebridge Financial Planning Group, LLC 0.15% Reduce -12.8% 5,583 $353K
Diversify Advisory Services, LLC 0.01% Reduce -75.5% 5,393 $349K
BSW Wealth Partners 0.05% Add +38.2% 5,525 $349K
Morling Financial Advisors, LLC 0.11% Reduce -9.8% 5,509 $348K
Swmg, LLC 0.12% Reduce -91.0% 5,497 $348K
Alesco Advisors, LLC, An ESL Co 0.01% Add +5.8% 5,500 $347K
Vestor Capital, LLC 0.03% Reduce -94.3% 12,000 $346K
Tsfg, LLC 0.06% Reduce -87.9% 5,415 $342K
Regal Investment Advisors LLC 0.03% Reduce -92.2% 5,411 $342K
True Vision MN LLC 0.19% Reduce -88.8% 5,368 $339K
Signaturefd, LLC 0.01% Reduce -0.7% 5,361 $338K
MassMutual Private Wealth & Trust, FSB 0.01% Add +31.5% 5,351 $338K
Vanguard Group Inc. 0.00% Reduce -0.5% 5,291 $334K
McNaughton Wealth Management, LLC 0.15% Reduce -94.4% 5,270 $333K
Altfest L J & Co. Inc. 0.04% No change 5,251 $332K
Leavell Investment Management, Inc. 0.01% New 5,239 $331K
Quadrant Private Wealth Management, LLC 0.07% Reduce -88.6% 5,203 $329K
Spire Wealth Management 0.01% Reduce -56.7% 5,179 $327K
LMCG Investments, LLC 0.02% Add +37.4% 5,096 $322K
Narus Financial Partners, LLC 0.10% Reduce -1.1% 5,055 $319K
Allie Family Office LLC 0.16% Add +10.7% 5,027 $317K
Sachetta, LLC 0.12% No change 5,000 $316K
Brookstone Capital Management 0.00% Reduce -93.5% 4,970 $314K
Athena Investment Management 0.17% No change 4,959 $313K
DF Dent & Co. Inc. 0.00% No change 4,930 $311K
RMR Wealth Builders 0.03% New 4,921 $311K
Verdence Capital Advisors LLC 0.02% Add +7.6% 4,907 $310K
Impact Partnership Wealth, LLC 0.06% Reduce -13.9% 4,734 $299K
Sheets Smith Wealth Management 0.03% Add +0.9% 4,727 $298K
Maridea Wealth Management LLC 0.08% Add +1.6% 4,719 $298K
Belvedere Trading LLC 0.02% New 4,657 $294K
Legacy Trust 0.07% New 4,632 $292K
SMART Wealth LLC 0.09% New 4,590 $290K
Altman Advisors, Inc. 0.12% New 4,467 $283K
Tenon Financial LLC 0.12% Add +0.3% 4,448 $281K
Wilmington Savings Fund Society, FSB 0.01% No change 4,439 $280K
5T Wealth, LLC 0.14% Reduce -79.0% 4,302 $272K
Old National Bancorp 0.00% Reduce -52.0% 4,259 $269K
Private Trust Co. NA 0.03% Reduce -61.5% 4,221 $266K
Transcend Capital Advisors, LLC 0.02% Reduce -94.0% 4,211 $266K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 4,211 $266K
Barings LLC 0.01% No change 4,203 $265K
Elevated Capital Advisors, LLC 0.07% No change 4,806 $265K
Lantz Financial LLC 0.07% Reduce -87.0% 4,181 $264K
Veltria Advisors Corp. 0.18% New 4,178 $264K
LifePlan Investment Advisors, Inc. 0.13% Reduce -74.5% 4,174 $264K
Avion Wealth 0.06% No change 4,142 $261K
Endeavor Private Wealth, Inc. 0.12% Reduce -88.9% 4,080 $258K
Hudock, Inc. 0.04% Reduce -0.3% 4,004 $253K
Integrated Advisors Network LLC 0.01% Reduce -58.2% 4,003 $253K
Pinney & Scofield, Inc. 0.17% No change 4,000 $253K
Wolverine Trading, LLC 0.01% New 3,985 $251K
Litman Gregory Wealth Management LLC 0.02% No change 3,968 $251K
Kestra Private Wealth Services, LLC 0.00% New 3,948 $249K
Accel Wealth Management 0.08% New 3,942 $249K
Evergreen Capital Management LLC 0.01% New 3,926 $248K
Resurgent Financial Advisors LLC 0.14% Reduce -65.2% 3,895 $246K
PUREfi Wealth, LLC 0.20% Reduce -39.5% 3,889 $246K
Braun-Bostich & Associates Inc. 0.17% Reduce -90.6% 3,884 $245K
Advyzon Investment Management, LLC 0.05% Add +133.9% 3,875 $245K
Hudson Value Partners, LLC 0.08% No change 3,800 $240K
Cary Street Partners Financial LLC 0.01% Reduce -75.5% 3,792 $239K
Creative Financial Designs Inc. 0.02% Reduce -73.0% 3,783 $239K
Hilltop Holdings Inc. 0.02% Reduce -48.8% 3,770 $238K
Prudent Man Investment Management, Inc. 0.13% No change 4,292 $238K
IFG Advisory, LLC 0.01% Reduce -86.4% 3,747 $237K
RS Crum Inc. 0.06% Reduce -13.9% 3,725 $235K
Northwest Wealth Management, LLC 0.04% No change 3,721 $235K
Blue Oak Capital, LLC 0.12% No change 3,690 $233K
FLP Wealth Management, LLC 0.64% Reduce -27.3% 3,608 $228K
Americana Partners, LLC 0.01% New 3,595 $227K
LWM Advisors Inc. 0.25% No change 3,588 $227K
Lavaca Capital LLC 0.09% Reduce -5.0% 3,568 $225K
Capital Investment Advisors, LLC 0.00% New 3,559 $225K
Alpha Omega Wealth Management LLC 0.04% New 3,551 $224K
LFA - Lugano Financial Advisors SA 0.13% No change 3,547 $224K
HMV Wealth Advisors, LLC 0.15% New 3,535 $223K
Heritage Wealth Management, Inc. 0.17% New 3,505 $221K
Aegis Wealth Management LLC 0.13% No change 4,000 $220K
Capital Analysts, LLC 0.01% Reduce -93.0% 3,486 $220K
Bogart Wealth, LLC 0.01% Add +7.5% 3,482 $220K
Flputnam Investment Management Co. 0.00% Reduce -28.5% 3,471 $219K
Evolution Wealth Management Inc. 0.27% — 3,453 $218K
Full Sail Capital, LLC 0.01% Reduce -10.4% 3,442 $217K
Howard Financial Services, LTD. 0.03% New 3,430 $217K
Signal Advisors Wealth, LLC 0.02% Reduce -74.4% 3,401 $215K
RCS Financial Planning, LLC 0.11% Reduce -81.7% 3,399 $215K
MSH Capital Advisors LLC 0.06% Reduce -56.6% 3,394 $214K
Octavia Wealth Advisors, LLC 0.02% Reduce -32.5% 3,362 $212K
RAM Investment Partners, LLC 0.04% New 3,360 $212K
JFS Wealth Advisors, LLC 0.01% Add +564.4% 3,355 $212K
Quartz Partners, LLC 0.10% New 3,343 $211K
O'shaughnessy Asset Management, LLC 0.00% Add +127.1% 3,336 $211K
Twin Focus Capital Partners, LLC 0.03% New 3,305 $209K
Mills Wealth Advisors LLC 0.10% Reduce -29.2% 3,304 $209K
Cascade Financial Partners, LLC 0.02% New 3,270 $206K
Evernest Financial Advisors, LLC 0.07% New 3,240 $205K
Exchange Traded Concepts, LLC 0.00% New 3,235 $204K
Diligent Investors, LLC 0.05% New 3,232 $204K
Compton Financial Group, LLC 0.05% Reduce -75.4% 3,232 $204K
Oregon Pacific Wealth Management, LLC 0.19% New 3,226 $204K
Arcadia Wealth Management, LLC 0.09% New 3,221 $203K
Talisman Wealth Advisors LLC 0.19% New 3,210 $203K
Moors & Cabot, Inc. 0.01% New 3,191 $201K
Phoenix Financial Ltd. 0.00% Reduce -65.6% 3,191 $201K
Factor Wealth Management LTD 0.06% New 3,188 $201K
Oliver Lagore Vanvalin Investment Group 0.07% — 3,444 $190K
Tucker Asset Management LLC 0.06% New 2,735 $173K
BigSur Wealth Management LLC 0.04% New 2,690 $170K
First PREMIER Bank 0.04% Add +19.6% 2,677 $169K
Ramirez Asset Management, Inc. 0.03% Reduce -31.7% 2,672 $169K
Simplex Trading, LLC 0.00% New 2,465 $155K
Physician Wealth Advisors, Inc. 0.02% Reduce -98.1% 2,363 $149K
FAS Wealth Partners, Inc. 0.01% Add +17.9% 2,276 $144K
Keener Financial Planning LLC 0.06% No change 2,066 $130K
Bank of New Hampshire 0.03% No change 2,055 $130K
Golden State Wealth Management, LLC 0.02% Reduce -50.9% 2,040 $129K
CIBC Private Wealth Group LLC 0.00% Reduce -17.1% 2,015 $127K
UMB Bank, n.a. 0.00% Reduce -54.2% 1,964 $124K
Larson Financial Group LLC 0.00% Reduce -23.8% 1,805 $114K
SYM FINANCIAL Corp 0.01% No change 1,747 $110K
Wells Financial Advisors INC 0.15% Add +362.2% 1,710 $108K
Kings Path Partners LLC 0.04% Add +3.2% 1,701 $107K
Provenance Wealth Advisors, LLC 0.02% Add +6.4% 1,669 $105K
TD Private Client Wealth LLC 0.00% Reduce -36.4% 1,486 $94K
Ameritas Advisory Services, LLC 0.00% New 1,439 $91K
TCTC Holdings, LLC 0.00% Add +74.0% 1,375 $87K
Rossby Financial, LCC 0.03% Reduce -1.4% 1,372 $87K
LGT Financial Advisors LLC 0.22% Reduce -75.8% 1,368 $86K
Lanark Financial, Inc. 0.01% Reduce -79.0% 1,367 $86K
REAP Financial Group, LLC 0.02% Add +11.2% 1,324 $84K
Plante Moran Financial Advisors, LLC 0.01% Add +36.1% 1,292 $82K
Annis Gardner Whiting Capital Advisors, LLC 0.03% New 1,240 $78K
Kilter Group LLC 0.04% Reduce -98.6% 1,178 $74K
AdvisorNet Financial, Inc 0.00% Reduce -35.8% 1,171 $74K
Allworth Financial LP 0.00% Reduce -3.3% 1,153 $73K
Zions Bancorporation, National Association 0.00% No change 1,105 $70K
Bell Investment Advisors, Inc 0.01% Add +2.1% 1,100 $69K
Harbor Investment Advisory, LLC 0.01% Reduce -9.8% 1,098 $69K
Richards, Merrill & Peterson, Inc. 0.03% Add +0.2% 1,067 $67K
Riggs Asset Managment Co. Inc. 0.02% New 1,016 $64K
Wolff Wiese Magana LLC 0.04% No change 975 $62K
TD Waterhouse Canada Inc. 0.00% Reduce -22.4% 969 $61K
Red Tortoise LLC 0.03% Add +1.2% 941 $59K
GPS Wealth Strategies Group, LLC 0.01% Add +0.1% 866 $55K
Arax Advisory Partners 0.00% Add +252.5% 839 $53K
Fifth Third Bancorp 0.00% Add +35.8% 839 $53K
Crewe Advisors LLC 0.01% Add +80.1% 832 $53K
CarsonAllaria Wealth Management, Ltd. 0.03% Add +1.1% 829 $52K
Garde Capital, Inc. 0.00% No change 828 $52K
Albion Financial Group 0.00% Add +5.8% 735 $46K
Financial Perspectives, Inc 0.01% No change 716 $45K
Rosenberg Matthew Hamilton 0.01% Reduce -57.3% 706 $45K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -79.6% 704 $44K
Arlington Trust Co LLC 0.01% No change 696 $44K
Geneos Wealth Management Inc. 0.00% Add +63.4% 693 $44K
Cherry Tree Wealth Management, LLC 0.01% Add +6.8% 632 $40K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -64.7% 584 $37K
Bulwark Capital Corp 0.03% — 584 $37K
Private Wealth Asset Management, LLC 0.00% No change 572 $36K
MeadowBrook Investment Advisors LLC 0.03% New 506 $32K
MJT & Associates Financial Advisory Group, Inc. 0.04% New 501 $32K
Abound Wealth Management 0.01% Reduce -47.8% 498 $31K
Bangor Savings Bank 0.00% Reduce -72.0% 460 $29K
Clark Wealth Partners 0.02% Reduce -56.8% 445 $28K
Fourth Dimension Wealth, LLC 0.01% Reduce -34.3% 436 $28K
Grove Bank & Trust 0.00% No change 430 $27K
Founders Financial Alliance, LLC 0.01% Add +61.9% 416 $26K
Harbor Asset Planning, Inc. 0.03% — 415 $26K
Front Row Advisors LLC 0.01% New 414 $26K
Bay Harbor Wealth Management, LLC 0.01% Reduce -99.5% 384 $24K
Accredited Wealth Management, LLC 0.02% Reduce -76.3% 383 $24K
Trust Co 0.00% No change 370 $23K
Raleigh Capital Management Inc. 0.01% Reduce -96.8% 346 $22K
Deane Retirement Strategies, Inc. 0.01% New 328 $21K
Smithfield Trust Co 0.00% No change 314 $20K
Curio Wealth, LLC 0.01% Add +27700.0% 278 $18K
GS Investments, Inc. 0.01% No change 275 $17K
Rialto Wealth Management, LLC 0.00% No change 275 $17K
Capital A Wealth Management, LLC 0.19% Reduce -94.1% 306 $17K
Team Financial Group, LLC 0.01% New 266 $17K
Cape Investment Advisory, Inc. 0.01% Reduce -88.5% 264 $17K
Kiker Wealth Management, LLC 0.01% Reduce -76.0% 263 $17K
Sound Income Strategies, LLC 0.00% Reduce -97.0% 232 $15K
Cornerstone Planning Group LLC 0.00% Reduce -74.0% 224 $14K
Transce3nd, LLC 0.01% Reduce -97.0% 215 $14K
Beacon Capital Management, LLC 0.00% Add +0.5% 215 $14K
FWL Investment Management, LLC 0.00% Reduce -2.5% 198 $13K
Grand Wealth Management, LLC 0.01% No change 191 $12K
Nova Wealth Management, Inc. 0.01% Add +418.8% 166 $10K
Cedar Wealth Management, LLC 0.00% Reduce -73.4% 157 $10K
Private Wealth Management Group, LLC 0.00% No change 157 $10K
Reyes Financial Architecture, Inc. 0.01% No change 137 $9K
TD Capital Management LLC 0.00% Add +0.8% 126 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 124 $8K
Proffitt & Goodson Inc. 0.00% New 123 $8K
Chesapeake Asset Management LLC 0.01% No change 117 $7K
GAMMA Investing LLC 0.00% Reduce -73.6% 114 $7K
Tompkins Financial Corp. 0.00% No change 112 $7K
1620 Investment Advisors, Inc. 0.00% No change 100 $6K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -97.1% 94 $6K
Winch Advisory Services, LLC 0.00% Add +1.2% 85 $5K
Hurley Capital, LLC 0.00% No change 84 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 103 $5K
Covestor Ltd 0.00% Reduce -1.1% 86 $5K
Twin Peaks Wealth Advisors, LLC 0.00% Reduce -99.8% 71 $5K
Park Square Financial Group, LLC 0.00% No change 60 $4K
Financial Gravity Companies, Inc. 0.00% — 60 $4K
Aventura Private Wealth, LLC 0.00% New 59 $4K
Trust Co. of Toledo NA 0.00% New 58 $4K
First Financial Corp. 0.00% No change 52 $3K
Running Point Capital Advisors, LLC 0.00% No change 45 $3K
Ameriflex Group, Inc. 0.00% No change 42 $3K
Vermillion Wealth Management, Inc. 0.00% No change 40 $3K
Gladwyn Financial Advisors, Inc. 0.00% — 37 $2K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -28.9% 37 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 37 $2K
Archer Investment Corp 0.00% New 32 $2K
Alerus Financial NA 0.00% New 30 $2K
Affinity Wealth LLC 0.00% No change 25 $2K
Tower Research Capital LLC (TRC) 0.00% New 18 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 17 $1K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -71.4% 18 $1K
Capital Investment Advisory Services, LLC 0.00% No change 15 $947
Iron Horse Wealth Management, LLC 0.00% New 11 $695
ORG Partners LLC 0.00% Reduce -99.5% 10 $632
Pinnacle Bancorp, Inc. 0.00% No change 7 $442
Bridge Generations Wealth Management LLC 0.00% No change 6 $379
Tidemark, LLC 0.00% Reduce -99.7% 4 $262
EPG Wealth Management LLC 0.00% No change 4 $253
GHP Investment Advisors, Inc. 0.00% No change 4 $253
Concord Wealth Partners 0.00% Reduce -98.3% 2 $126
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +200.0% 3 $98

"% of holder's portfolio" is EMXC's weight in each manager's 13F, not the share of iShares MSCI Emr MRK Ex Chna the manager owns.