Western Asset Emrg MRKT DBTXEMDX
13F holders, Q2 2024 (June 30)96holders +4
12new positions
11sold out
$9.31avg. 13F price*
At the end of Q2 2024, 96 institutions reported holding Western Asset Emrg MRKT DBT (XEMDX) in their 13F filings, up 4 from Q1 2024. 12 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($91.6M), Pathstone Holdings, LLC ($18.4M) and Rivernorth Capital Management, LLC ($14.8M).
- Company
- Western Asset Emrg MRKT DBT
- CUSIP
- 95766A101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.7M |
| Exits | 11 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,357,425 shares bought and 900,147 shares sold, net +457,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Morgan Stanley | 0.01% | Add +0.3% | 9,837,732 | $91.6M |
| Pathstone Holdings, LLC | 0.08% | Add +7.8% | 1,978,239 | $18.4M |
| Rivernorth Capital Management, LLC | 0.70% | Reduce -1.5% | 1,587,160 | $14.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +16.7% | 1,460,726 | $13.6M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 986,985 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 728,600 | $6.8M |
| UBS Group AG | 0.00% | Add +9.1% | 621,218 | $5.8M |
| LPL Financial LLC | 0.00% | Add +83.2% | 592,240 | $5.5M |
| Bank of America Corp. | 0.00% | Add +5.3% | 336,734 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 309,293 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Add +14.8% | 296,529 | $2.8M |
| Rareview Capital LLC | 2.63% | Add +0.0% | 294,853 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +5.7% | 286,130 | $2.7M |
| Cohen & Steers, Inc. | 0.01% | No change | 260,000 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +1.3% | 228,745 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -55.8% | 204,007 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -51.7% | 195,624 | $1.8M |
| Raymond James & Associates | 0.00% | Add +8.5% | 193,978 | $1.8M |
| Advisory Services Network, LLC | 0.03% | New | 157,669 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.12% | Reduce -29.6% | 148,670 | $1.4M |
| Shaker Financial Services, LLC | 0.56% | Add +14.6% | 147,021 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -10.6% | 142,624 | $1.3M |
| Ariadne Wealth Management, LP | 0.80% | — | 108,834 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.4% | 105,479 | $982K |
| NewEdge Advisors, LLC | 0.01% | Add +19.9% | 83,063 | $773K |
| Camelot Portfolios, LLC | 0.41% | Add +25.5% | 76,961 | $717K |
| Mutual Advisors, LLC | 0.02% | Reduce -3.5% | 64,549 | $621K |
| Stifel Financial Corp. | 0.00% | Add +29.2% | 63,836 | $594K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 62,563 | $582K |
| Matisse Capital | 0.28% | New | 61,396 | $572K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +216.9% | 55,910 | $521K |
| D.A. Davidson & Co. | 0.00% | Add +19.4% | 51,358 | $478K |
| Stephens Inc. | 0.01% | Reduce -5.5% | 50,200 | $467K |
| Choreo, LLC | 0.01% | New | 49,372 | $461K |
| Laidlaw Wealth Management LLC | 0.25% | Add +16.7% | 48,900 | $455K |
| Mariner, LLC | 0.00% | Add +1.6% | 47,216 | $440K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | Add +10.8% | 45,756 | $426K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +37.4% | 42,497 | $396K |
| Samalin Investment Counsel, LLC | 0.18% | Reduce -1.0% | 41,377 | $385K |
| Gould Asset Management LLC | 0.08% | No change | 38,985 | $363K |
| Sanctuary Advisors, LLC | 0.00% | — | 40,330 | $362K |
| Insigneo Advisory Services, LLC | 0.04% | New | 36,695 | $346K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 37,125 | $346K |
| Advisor OS, LLC | 0.04% | No change | 36,675 | $341K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -13.6% | 36,408 | $339K |
| Walleye Capital LLC | 0.00% | Reduce -11.9% | 35,958 | $335K |
| Osaic Holdings, Inc. | 0.00% | Add +46.5% | 34,696 | $323K |
| Avior Wealth Management, LLC | 0.01% | Add +4.5% | 34,690 | $323K |
| Moors & Cabot, Inc. | 0.02% | Add +1.1% | 33,220 | $309K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.9% | 32,048 | $298K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.7% | 26,962 | $253K |
| EP Wealth Advisors, LLC | 0.00% | New | 23,236 | $216K |
| Wedbush Securities Inc. | 0.01% | Reduce -38.2% | 22,355 | $208K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 21,512 | $200K |
| Comerica Bank | 0.00% | Reduce -27.9% | 21,392 | $199K |
| Seed Wealth Management, Inc. | 0.16% | No change | 19,900 | $185K |
| Thrivent Financial for Lutherans | 0.00% | No change | 19,083 | $178K |
| Hoylecohen, LLC | 0.01% | New | 18,500 | $172K |
| Uncommon Cents Investing LLC | 0.05% | Add +15.4% | 18,000 | $168K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 17,892 | $167K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +0.8% | 17,444 | $162K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.6% | 17,010 | $158K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 16,138 | $151K |
| HighTower Advisors, LLC | 0.00% | Reduce -80.2% | 15,847 | $148K |
| Mgo One Seven LLC | 0.01% | Reduce -29.9% | 12,680 | $118K |
| Klingman & Associates, LLC | 0.01% | No change | 12,581 | $117K |
| Evergreen Capital Management LLC | 0.00% | Reduce -31.1% | 12,363 | $116K |
| Occidental Asset Management, LLC | 0.02% | Add +0.5% | 10,633 | $99K |
| Creative Planning | 0.00% | New | 10,437 | $97K |
| Arkadios Wealth Advisors | 0.01% | Add +0.6% | 10,094 | $94K |
| Harbour Investments, Inc. | 0.00% | No change | 5,355 | $50K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1221.9% | 4,772 | $44K |
| PenderFund Capital Management Ltd. | 0.02% | Add +1.8% | 3,198 | $41K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +2.8% | 3,878 | $36K |
| Peoples Bank | 0.03% | No change | 3,500 | $33K |
| Rothschild Investment LLC | 0.00% | No change | 3,000 | $28K |
| National Bank of Canada | 0.00% | Reduce -33.4% | 2,997 | $28K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 2,000 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 2,000 | $18K |
| Bellevue Asset Management, LLC | 0.01% | No change | 1,757 | $16K |
| Avion Wealth | 0.00% | No change | 1,039 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 810 | $8K |
| Asset Dedication, LLC | 0.00% | New | 747 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 600 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -40.3% | 528 | $5K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 330 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 315 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -17.7% | 275 | $3K |
| LRI Investments, LLC | 0.00% | Add +2.6% | 235 | $2K |
| Beacon Capital Management, LLC | 0.00% | Add +2.9% | 179 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 137 | $1K |
| Dakota Community Bank & Trust NA | 0.01% | No change | 100 | $931 |
| Sound Income Strategies, LLC | 0.00% | No change | 80 | $745 |
| Cornerstone Planning Group LLC | 0.00% | Add +2.0% | 51 | $477 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.5% | 7 | $65 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $7 |
"% of holder's portfolio" is XEMDX's weight in each manager's 13F, not the share of Western Asset Emrg MRKT DBT the manager owns.