Western Asset Emrg MRKT DBTXEMDX

13F holders, Q4 2024 (December 31)
113holders +14
19new positions
9sold out
$9.63avg. 13F price*

At the end of Q4 2024, 113 institutions reported holding Western Asset Emrg MRKT DBT (XEMDX) in their 13F filings, up 14 from Q3 2024. 19 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($77.5M), Pathstone Holdings, LLC ($23.4M) and Wells Fargo & Company ($14.1M).

Company
Western Asset Emrg MRKT DBT
CUSIP
95766A101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 92Q1 2024Q2 2024: 96Q2 2024Q3 2024: 99Q3 2024Q4 2024: 113Q4 2024Q1 2025: 102Q1 2025Q2 2025: 98Q2 2025Q3 2025: 99Q3 2025Q4 2025: 100Q4 2025Q1 2026: 101Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions19$14.5M
Exits9$2.1M

All 13F filers, Q3 2024 → Q4 2024: 3,233,819 shares bought and 2,888,921 shares sold, net +344,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 113 holders

Morgan Stanley 0.01% Reduce -15.9% 8,052,888 $77.5M
Pathstone Holdings, LLC 0.10% Add +15.6% 2,431,764 $23.4M
Wells Fargo & Company 0.00% Add +85.7% 1,461,685 $14.1M
Cercano Management LLC 0.29% New 1,181,316 $11.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -2.4% 1,119,355 $10.8M
Invesco Ltd. 0.00% Add +12.3% 1,074,495 $10.3M
LPL Financial LLC 0.00% Add +34.8% 791,328 $7.6M
Rivernorth Capital Management, LLC 0.32% Reduce -48.6% 694,366 $6.7M
Penserra Capital Management LLC 0.09% Add +7.2% 509,127 $4.9M
Advisors Asset Management, Inc. 0.09% Add +24.6% 502,914 $4.8M
Rareview Capital LLC 2.64% Add +4.3% 358,016 $3.6M
Ameriprise Financial Inc. 0.00% Add +3.5% 329,166 $3.2M
Raymond James Financial Inc. 0.00% — 324,481 $3.1M
Bank of America Corp. 0.00% Reduce -10.3% 314,434 $3.0M
UBS Group AG 0.00% Reduce -34.6% 300,729 $2.9M
Cohen & Steers, Inc. 0.00% No change 270,000 $2.6M
Guggenheim Capital LLC 0.02% Add +7.0% 218,298 $2.1M
Advisory Services Network, LLC 0.03% Add +13.3% 178,604 $1.7M
Royal Bank of Canada 0.00% Add +4.5% 170,576 $1.6M
Shaker Financial Services, LLC 0.62% Add +38.1% 167,885 $1.6M
Ariadne Wealth Management, LP 0.56% Add +11.5% 121,345 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +1.2% 107,988 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +28.4% 101,501 $976K
NewEdge Advisors, LLC 0.01% Reduce -1.0% 91,187 $877K
D.A. Davidson & Co. 0.01% Add +3.9% 76,013 $731K
HighTower Advisors, LLC 0.00% Add +364.3% 72,792 $700K
Osaic Holdings, Inc. 0.00% Add +16.1% 71,616 $689K
Laidlaw Wealth Management LLC 0.28% Add +9.2% 67,550 $650K
Mutual Advisors, LLC 0.02% Add +1.3% 66,369 $646K
Cetera Investment Advisers 0.00% Reduce -73.0% 66,946 $644K
Comprehensive Money Management Services LLC 0.50% — 62,738 $604K
U.S. Capital Wealth Advisors, LLC 0.02% New 62,600 $602K
Janney Montgomery Scott LLC 0.00% Reduce -4.9% 61,870 $595K
Moloney Securities Asset Management, LLC 0.07% Add +4.0% 54,745 $527K
Stifel Financial Corp. 0.00% Reduce -9.2% 54,103 $520K
Maridea Wealth Management LLC 0.15% — 49,854 $480K
Insigneo Advisory Services, LLC 0.05% Add +15.6% 47,862 $460K
Choreo, LLC 0.01% Reduce -0.9% 46,121 $441K
Gould Asset Management LLC 0.09% Add +9.5% 42,685 $411K
Samalin Investment Counsel, LLC 0.17% Add +2.7% 42,246 $406K
Envestnet Asset Management Inc. 0.00% Add +10.8% 41,150 $396K
Camelot Portfolios, LLC 0.43% Reduce -21.0% 40,985 $394K
Mariner, LLC 0.00% Reduce -2.3% 40,375 $388K
Walleye Capital LLC 0.00% New 36,803 $354K
Advisor OS, LLC 0.04% Reduce -1.4% 36,164 $348K
Avior Wealth Management, LLC 0.01% Reduce -2.8% 36,153 $348K
Marex Group Ltd 0.01% New 35,500 $342K
Moors & Cabot, Inc. 0.01% Reduce -2.5% 32,470 $312K
Park Avenue Securities LLC 0.00% Reduce -1.2% 32,296 $311K
Stephens Inc. 0.00% Reduce -32.1% 30,216 $291K
Two Sigma Securities, LLC 0.05% New 29,775 $286K
Uncommon Cents Investing LLC 0.08% Add +43.2% 28,500 $274K
SFI Advisors, LLC 0.19% New 28,296 $272K
Evergreen Capital Management LLC 0.01% Add +106.4% 25,572 $246K
Apollon Wealth Management, LLC 0.01% New 25,509 $245K
Sowell Financial Services LLC 0.01% Add +4.9% 25,451 $245K
Matisse Capital 0.11% No change 23,226 $223K
Comerica Bank 0.00% Add +8.6% 23,035 $222K
Concurrent Investment Advisors, LLC 0.01% Reduce -9.4% 22,054 $212K
Wedbush Securities Inc. 0.01% Reduce -2.8% 21,725 $209K
Sanctuary Advisors, LLC 0.00% Reduce -46.5% 20,355 $200K
Papamarkou Wellner Asset Management inc. 0.13% — 20,000 $192K
Jefferies Financial Group Inc. 0.00% New 20,000 $192K
Seed Wealth Management, Inc. 0.15% Reduce -1.3% 19,650 $189K
Focus Partners Wealth 0.00% No change 18,500 $178K
Landscape Capital Management, L.L.C. 0.02% Reduce -12.7% 18,087 $174K
Readystate Asset Management LP 0.01% New 18,055 $174K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 17,892 $172K
Debussy Capital Management LP 0.02% New 16,306 $161K
JTC Employer Solutions Trustee Ltd 0.01% No change 16,138 $155K
Commonwealth Equity Services, LLC 0.00% Reduce -4.1% 14,923 $144K
Mgo One Seven LLC 0.00% Reduce -2.7% 11,664 $112K
Mission Hills Financial Advisory, LLC 0.08% New 11,270 $108K
Pekin Hardy Strauss, Inc. 0.01% New 10,997 $106K
Occidental Asset Management, LLC 0.02% Reduce -0.4% 10,901 $105K
Arkadios Wealth Advisors 0.01% Add +5.7% 10,724 $103K
Klingman & Associates, LLC 0.01% Reduce -15.9% 10,581 $102K
MML Investors Services, LLC 0.00% New 10,487 $101K
Level Four Advisory Services, LLC 0.00% Reduce -19.3% 10,390 $100K
Waterfront Wealth Inc. 0.02% Reduce -5.6% 10,076 $97K
Pension & Wealth Management Advisors, Inc. 0.04% Reduce -76.7% 9,876 $95K
WPG Advisers, LLC 0.06% — 6,848 $66K
MAI Capital Management 0.00% New 6,746 $65K
Anfield Capital Management, LLC 0.02% New 5,799 $56K
Harbour Investments, Inc. 0.00% Add +6.5% 5,576 $54K
Geneos Wealth Management Inc. 0.00% Reduce -0.8% 5,017 $48K
Putney Financial Group LLC 0.04% — 4,761 $46K
Carolinas Wealth Consulting LLC 0.01% Add +3.5% 4,121 $40K
Allworth Financial LP 0.00% New 3,834 $38K
Peoples Bank 0.02% No change 3,531 $34K
Rothschild Investment LLC 0.00% No change 3,000 $29K
National Bank of Canada 0.00% No change 2,997 $29K
Oliver Lagore Vanvalin Investment Group 0.00% No change 2,000 $19K
Bessemer Group Inc. 0.00% New 1,954 $19K
Bellevue Asset Management, LLC 0.01% No change 1,757 $17K
Cwm, LLC 0.00% No change 1,352 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 528 $5K
Avion Wealth 0.00% No change 599 $5K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -77.7% 361 $3K
PNC Financial Services Group, Inc. 0.00% No change 315 $3K

"% 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.

Show all 113 holders