EBND Institutional Ownership
SPDR Bloomberg Emerging Markets Local Bond ETF
1W: -0.3%
1M: -2.5%
3M: -2.0%
YTD: -3.2%
1Y: -2.3%
3Y: +18.8%
5Y: +0.8%
$20.52
+0.11 (+0.54%)
Weekly Expected Move ±0.9%
$20
$20
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EBND
272
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
40
New Positions
99
Increased
90
Reduced
26
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (291 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 35,476,754 | $728M | -1,362,135 | -3.7% | 12Q | SEC ↗ |
| 2 | Sixth Street Partners Management Compa NEW | 35,476,754 | $728M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Empower Advisory Group, LLC | 29,889,679 | $613M | +2,240,553 | +8.1% | 14Q | SEC ↗ |
| 4 | CI INVESTMENTS INC. | 8,236,130 | $169M | -65,818 | -0.8% | 41Q | SEC ↗ |
| 5 | STATE STREET CORP | 2,621,626 | $54M | +105,185 | +4.2% | 41Q | SEC ↗ |
| 6 | SEI INVESTMENTS CO | 1,691,856 | $35M | -39,283 | -2.3% | 15Q | SEC ↗ |
| 7 | Varma Mutual Pension Insurance Co | 1,400,000 | $29M | — | +0.0% | 10Q | SEC ↗ |
| 8 | LPL Financial LLC | 1,028,619 | $21M | +21,587 | +2.1% | 28Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 991,194 | $20M | -75,732 | -7.1% | 15Q | SEC ↗ |
| 10 | Envestnet Portfolio Solutions, Inc. | 852,054 | $17M | +47,592 | +5.9% | 12Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 626,035 | $13M | +61,139 | +10.8% | 32Q | SEC ↗ |
| 12 | Hamrick Investment Counsel, llc | 461,539 | $9M | +29,333 | +6.8% | 3Q | SEC ↗ |
| 13 | Avos Capital Management, LLC | 399,715 | $8M | +23,668 | +6.3% | 6Q | SEC ↗ |
| 14 | SeaBridge Investment Advisors LLC | 393,524 | $8M | +29,505 | +8.1% | 4Q | SEC ↗ |
| 15 | SAX WEALTH ADVISORS, LLC | 370,565 | $8M | +22,908 | +6.6% | 3Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 363,086 | $7M | +28,941 | +8.7% | 61Q | SEC ↗ |
| 17 | Valmark Advisers, Inc. | 322,224 | $7M | +4,063 | +1.3% | 35Q | SEC ↗ |
| 18 | UBS AM, a distinct business unit of UB | 311,003 | $6M | +309,492 | +20482.6% | 2Q | SEC ↗ |
| 19 | ASSETMARK, INC | 310,927 | $6M | +12,315 | +4.1% | 39Q | SEC ↗ |
| 20 | HSBC HOLDINGS PLC | 286,191 | $6M | +5,470 | +1.9% | 3Q | SEC ↗ |
| 21 | MORGAN STANLEY | 255,084 | $5M | -335,825 | -56.8% | 60Q | SEC ↗ |
| 22 | NewSquare Capital LLC | 254,050 | $5M | -387 | -0.2% | 4Q | SEC ↗ |
| 23 | Cerity Partners LLC | 251,031 | $5M | +27,372 | +12.2% | 2Q | SEC ↗ |
| 24 | UBS Group AG | 242,382 | $5M | +19,769 | +8.9% | 47Q | SEC ↗ |
| 25 | rebel Financial LLC | 235,679 | $5M | -2,226 | -0.9% | 4Q | SEC ↗ |
| 26 | City State Bank | 221,052 | $5M | +5,506 | +2.6% | 19Q | SEC ↗ |
| 27 | Genesis Wealth Advisors, LLC | 211,659 | $4M | +10,002 | +5.0% | 6Q | SEC ↗ |
| 28 | MACKENZIE FINANCIAL CORP | 169,133 | $3M | — | +0.0% | 14Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 168,168 | $3M | +10,943 | +7.0% | 7Q | SEC ↗ |
| 30 | Aspire Private Capital, LLC | 156,574 | $3M | +8,145 | +5.5% | 31Q | SEC ↗ |
| 31 | PARK AVENUE SECURITIES LLC | 150,341 | $3M | -24,217 | -13.9% | 28Q | SEC ↗ |
| 32 | Virtu Financial LLC NEW | 130,003 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Prospera Financial Services Inc | 126,532 | $3M | +3,879 | +3.2% | 5Q | SEC ↗ |
| 34 | Bleakley Financial Group, LLC | 123,827 | $3M | +11,443 | +10.2% | 7Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 120,077 | $2M | +9,377 | +8.5% | 17Q | SEC ↗ |
| 36 | Farther Finance Advisors, LLC | 113,432 | $2M | +3,785 | +3.5% | 14Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. | 106,648 | $2M | +24,423 | +29.7% | 7Q | SEC ↗ |
| 38 | FIRST CITIZENS BANK & TRUST CO | 106,050 | $2M | -1,014 | -0.9% | 10Q | SEC ↗ |
| 39 | Hibernia Wealth Partners, LLC | 105,435 | $2M | -91,764 | -46.5% | 11Q | SEC ↗ |
| 40 | Private Advisory Group LLC | 104,363 | $2M | +12,664 | +13.8% | 2Q | SEC ↗ |
| 41 | Valtinson Bruner Financial Planning LL | 102,080 | $2M | +14,617 | +16.7% | 4Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC | 97,866 | $2M | +8,550 | +9.6% | 15Q | SEC ↗ |
| 43 | Perigon Wealth Management, LLC | 96,166 | $2M | +11,598 | +13.7% | 27Q | SEC ↗ |
| 44 | FIRST TRUST ADVISORS LP | 88,963 | $2M | -687 | -0.8% | 4Q | SEC ↗ |
| 45 | Breakwater Investment Management | 84,220 | $2M | +37,248 | +79.3% | 10Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 84,184 | $2M | -3,379 | -3.9% | 24Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 79,028 | $2M | -18,714 | -19.1% | 30Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 76,616 | $2M | -2,750 | -3.5% | 14Q | SEC ↗ |
| 49 | Merit Financial Group, LLC | 76,011 | $2M | -28,928 | -27.6% | 6Q | SEC ↗ |
| 50 | OLD MISSION CAPITAL LLC | 70,269 | $1M | -506,663 | -87.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 35,476,754 | $728M |
| Virtu Financial LLC | 130,003 | $3M |
| GOLDMAN SACHS GROUP INC | 59,905 | $1M |
| Pathstone Holdings, LLC | 43,094 | $884K |
| Foundations Investment Advisors, LL | 35,822 | $735K |
| Global Retirement Partners, LLC | 35,575 | $730K |
| Savvy Advisors, Inc. | 32,173 | $660K |
| Savant Capital, LLC | 21,183 | $435K |
| Private Advisor Group, LLC | 20,034 | $411K |
| StoneX Group Inc. | 12,831 | $263K |
| Belpointe Asset Management LLC | 12,418 | $255K |
| EWA, LLC | 10,811 | $222K |
| Diversify Advisory Services, LLC | 10,251 | $210K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10,251 | $210K |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,774 | $201K |
| EP Wealth Advisors, LLC | 6,137 | $126K |
| COUNTRY TRUST BANK | 3,662 | $75K |
| EFG International AG | 3,058 | $63K |
| IFG Advisory, LLC | 2,825 | $58K |
| Qube Research & Technologies Ltd | 2,185 | $45K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROU | 1,440,804 | $30M |
| Ocean Park Asset Management, LLC | 358,900 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 141,853 | $3M |
| Capital CS Group, LLC | 26,101 | $536K |
| FSA Advisors, Inc. | 23,957 | $492K |
| TWO SIGMA SECURITIES, LLC | 15,804 | $324K |
| Balboa Wealth Partners | 11,259 | $231K |
| OPTIMA CAPITAL LLC | 7,835 | $161K |
| Advisory Services Network, LLC | 3,202 | $66K |
| Root Financial Partners, LLC | 2,996 | $61K |
| MAI Capital Management | 1,759 | $36K |
| Western Wealth Management, LLC | 1,404 | $29K |
| Daytona Street Capital LLC | 1,245 | $26K |
| WealthCollab, LLC | 1,018 | $21K |
| ADVISORTRUST PARTNERS, LLC | 787 | $16K |
| Signature Equity Partners, LLC | 530 | $11K |
| Burk Holdings LLC | 288 | $6K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 271 | $6K |
| HOWE & RUSLING INC | 201 | $4K |
| Turning Point Benefit Group, Inc. | 185 | $4K |