Western Asset Emrg MRKT DBTXEMDX

13F holders, Q1 2025 (March 31)
102holders −11
9new positions
18sold out
$9.88avg. 13F price*

At the end of Q1 2025, 102 institutions reported holding Western Asset Emrg MRKT DBT (XEMDX) in their 13F filings, down 11 from Q4 2024. 9 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($81.9M), Pathstone Holdings, LLC ($24.0M) and Wells Fargo & Company ($15.9M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$1.4M
Exits18$15.4M

All 13F filers, Q4 2024 → Q1 2025: 1,339,004 shares bought and 1,749,430 shares sold, net −410,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

Morgan Stanley 0.01% Add +2.9% 8,282,987 $81.9M
Pathstone Holdings, LLC 0.10% Add +0.3% 2,439,868 $24.0M
Wells Fargo & Company 0.00% Add +10.1% 1,609,570 $15.9M
Allspring Global Investments Holdings, LLC 0.02% No change 1,119,355 $11.1M
Invesco Ltd. 0.00% Add +0.1% 1,075,335 $10.6M
LPL Financial LLC 0.00% Add +0.4% 794,299 $7.9M
Advisors Asset Management, Inc. 0.12% Add +28.5% 646,109 $6.4M
Rivernorth Capital Management, LLC 0.32% Reduce -11.0% 617,883 $6.1M
Penserra Capital Management LLC 0.09% Reduce -1.3% 502,460 $5.0M
Bank of America Corp. 0.00% Add +30.1% 409,048 $4.0M
Rareview Capital LLC 2.23% Reduce -0.5% 356,399 $3.5M
Raymond James Financial Inc. 0.00% Add +8.4% 351,711 $3.5M
Ameriprise Financial Inc. 0.00% Add +3.4% 340,451 $3.4M
UBS Group AG 0.00% Reduce -4.5% 287,310 $2.8M
Cohen & Steers, Inc. 0.00% No change 270,000 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +1489.6% 237,218 $2.3M
Guggenheim Capital LLC 0.02% Add +8.6% 236,980 $2.3M
Shaker Financial Services, LLC 0.76% Add +16.6% 195,763 $2.0M
Royal Bank of Canada 0.00% Reduce -8.3% 156,378 $1.5M
Ariadne Wealth Management, LP 0.60% Add +0.0% 121,355 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +1.7% 109,777 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.9% 109,515 $1.1M
D.A. Davidson & Co. 0.01% Add +28.8% 97,926 $968K
NewEdge Advisors, LLC 0.01% Add +1.6% 92,651 $916K
Osaic Holdings, Inc. 0.00% Add +9.7% 78,586 $777K
Landscape Capital Management, L.L.C. 0.06% Add +301.6% 72,628 $718K
Walleye Capital LLC 0.01% Add +96.6% 72,350 $716K
Laidlaw Wealth Management LLC 2.02% Add +1.5% 68,550 $678K
Mutual Advisors, LLC 0.02% Add +7.5% 71,313 $667K
Cetera Investment Advisers 0.00% Reduce -1.7% 65,778 $651K
Comprehensive Money Management Services LLC 0.50% Reduce -0.8% 62,228 $615K
Janney Montgomery Scott LLC 0.00% Reduce -3.3% 59,802 $591K
Moloney Securities Asset Management, LLC 0.08% Add +8.3% 59,281 $586K
HighTower Advisors, LLC 0.00% Reduce -20.2% 58,069 $574K
Camelot Portfolios, LLC 0.34% Add +36.3% 55,869 $553K
Insigneo Advisory Services, LLC 0.06% Add +14.6% 54,856 $543K
Stifel Financial Corp. 0.00% Reduce -1.2% 53,440 $529K
Readystate Asset Management LP 0.05% Add +193.4% 52,971 $524K
Choreo, LLC 0.01% Add +13.1% 52,172 $516K
Maridea Wealth Management LLC 0.16% Reduce -0.3% 49,680 $491K
Mariner, LLC 0.00% Add +21.3% 48,979 $484K
Envestnet Asset Management Inc. 0.00% Add +12.2% 46,176 $457K
Samalin Investment Counsel, LLC 0.17% Add +1.7% 42,975 $425K
Gould Asset Management LLC 0.09% No change 42,685 $422K
Accredited Investor Services, LLC 0.31% New 37,065 $367K
Avior Wealth Management, LLC 0.01% Add +2.5% 37,063 $367K
Advisor OS, LLC 0.04% Reduce -0.0% 36,156 $358K
Uncommon Cents Investing LLC 0.10% Add +23.8% 35,290 $349K
Geneos Wealth Management Inc. 0.01% Add +551.6% 32,691 $323K
Park Avenue Securities LLC 0.00% Add +0.1% 32,320 $320K
Moors & Cabot, Inc. 0.02% Reduce -1.5% 31,970 $316K
Stephens Inc. 0.00% Add +2.6% 31,016 $307K
Merit Financial Group, LLC 0.00% New 25,756 $255K
Apollon Wealth Management, LLC 0.01% No change 25,509 $252K
Sowell Financial Services LLC 0.01% Add +0.0% 25,456 $252K
BlackRock, Inc. 0.00% New 24,582 $243K
Integrated Advisors Network LLC 0.01% New 24,500 $242K
Comerica Bank 0.00% Add +0.9% 23,252 $230K
Matisse Capital 0.12% No change 23,226 $230K
Concurrent Investment Advisors, LLC 0.01% Add +4.6% 23,059 $228K
Wedbush Securities Inc. 0.01% No change 21,725 $215K
Papamarkou Wellner Asset Management inc. 0.14% No change 20,000 $197K
Seed Wealth Management, Inc. 0.16% No change 19,650 $194K
Advisor Resource Council 0.01% New 16,268 $161K
Debussy Capital Management LP 0.03% Reduce -1.0% 16,150 $160K
JTC Employer Solutions Trustee Ltd 0.01% No change 16,138 $159K
Occidental Asset Management, LLC 0.02% Add +15.8% 12,623 $125K
Evergreen Capital Management LLC 0.00% Reduce -51.3% 12,447 $124K
Level Four Advisory Services, LLC 0.01% Add +20.3% 12,500 $124K
Waterfront Wealth Inc. 0.03% Add +15.1% 11,598 $115K
Mission Hills Financial Advisory, LLC 0.08% No change 11,270 $111K
Pekin Hardy Strauss, Inc. 0.01% No change 10,997 $109K
Arkadios Wealth Advisors 0.00% Add +0.5% 10,778 $107K
Susquehanna International Group, LLP 0.00% New 10,661 $105K
Klingman & Associates, LLC 0.01% No change 10,581 $105K
MML Investors Services, LLC 0.00% Add +0.5% 10,540 $104K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -19.9% 7,911 $78K
WPG Advisers, LLC 0.06% Add +1.6% 6,956 $69K
MAI Capital Management 0.00% Add +0.4% 6,772 $67K
Anfield Capital Management, LLC 0.02% No change 5,799 $57K
Harbour Investments, Inc. 0.00% No change 5,576 $55K
Peoples Bank 0.02% No change 3,531 $35K
Rothschild Investment LLC 0.00% No change 3,000 $30K
National Bank of Canada 0.00% No change 2,997 $29K
Lanark Financial, Inc. 0.00% — 2,000 $19K
Coldstream Capital Management Inc. 0.00% New 1,632 $16K
FNY Investment Advisers, LLC 0.01% New 1,400 $13K
Cwm, LLC 0.00% No change 1,352 $13K
First Pacific Financial 0.00% New 1,109 $11K
Allworth Financial LP 0.00% Reduce -73.6% 1,011 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 528 $5K
Bellevue Asset Management, LLC 0.00% Reduce -70.0% 527 $5K
Avion Wealth 0.00% No change 599 $5K
Northwestern Mutual Wealth Management Co. 0.00% No change 361 $4K
PNC Financial Services Group, Inc. 0.00% No change 315 $3K
Assetmark, Inc. 0.00% No change 275 $3K
LRI Investments, LLC 0.00% No change 239 $2K
Asset Dedication, LLC 0.00% No change 133 $1K
Dakota Community Bank & Trust NA 0.00% No change 100 $989
Cornerstone Planning Group LLC 0.00% Add +1.9% 54 $499
PenderFund Capital Management Ltd. 0.00% No change 28 $288
Creekmur Asset Management LLC 0.00% No change 1 $8

"% 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.