— Know what they know.
Not Investment Advice

EEMS Institutional Ownership

iShares MSCI Emerging Markets Small-Cap ETF
1W: +0.8% 1M: +0.2% 3M: +0.9% YTD: +12.1% 1Y: +14.8% 3Y: +52.0% 5Y: +40.4%
$76.46
+1.40 (+1.86%)
 
Weekly Expected Move ±2.7%
$72 $74 $76 $79 $81
ETF AMEX · AUM $406.2M

Institutional Ownership — EEMS

122
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
240M
Total Invested
10
New Positions
41
Increased
48
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (129 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MML INVESTORS SERVICES, LLC 247,105 19M +27,789 +12.7% 18Q SEC ↗
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 192,767 15M -231 -0.1% 17Q SEC ↗
3 STATE OF WISCONSIN INVESTMENT BOARD 179,350 14M +1,237 +0.7% 9Q SEC ↗
4 MORGAN STANLEY 172,189 13M -196 -0.1% 54Q SEC ↗
5 Checchi Capital Advisers, LLC 162,692 12M +1,137 +0.7% 51Q SEC ↗
6 BANK OF AMERICA CORP /DE 144,032 11M -61,516 -29.9% 15Q SEC ↗
7 Savant Capital, LLC 120,210 9M +902 +0.8% 5Q SEC ↗
8 EVERGREEN CAPITAL MANAGEMENT LLC 119,047 9M — +0.0% 36Q SEC ↗
9 HARBOR ADVISORY CORP /MA 116,281 9M +2,718 +2.4% 19Q SEC ↗
10 OLD MISSION CAPITAL LLC 112,416 9M +70,770 +169.9% 4Q SEC ↗
11 WELLS FARGO & COMPANY/MN 111,692 9M +6,423 +6.1% 40Q SEC ↗
12 LPL Financial LLC 105,226 8M +975 +0.9% 43Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 100,791 8M +66,492 +193.9% 7Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 90,013 7M +11,338 +14.4% 7Q SEC ↗
15 Johnson Financial Group, LLC 81,115 6M -3,666 -4.3% 22Q SEC ↗
16 Omega Financial Group, LLC 76,931 6M -377 -0.5% 31Q SEC ↗
17 Texas Yale Capital Corp. 67,007 5M +1,236 +1.9% 34Q SEC ↗
18 Pathway Financial Advisors LLC 56,453 4M +689 +1.2% 15Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC 53,845 4M -1,642 -3.0% 25Q SEC ↗
20 Sowell Financial Services LLC 48,944 4M +324 +0.7% 16Q SEC ↗
21 UBS Group AG 47,153 4M +5,237 +12.5% 47Q SEC ↗
22 JANE STREET GROUP, LLC 42,715 3M +37,634 +740.7% 4Q SEC ↗
23 Creative Planning 40,393 3M -1,054 -2.5% 44Q SEC ↗
24 BlackRock, Inc. 39,812 3M +3,074 +8.4% 8Q SEC ↗
25 Cetera Investment Advisers 32,403 2M +710 +2.2% 15Q SEC ↗
26 Clear Harbor Asset Management, LLC 29,684 2M +3,785 +14.6% 14Q SEC ↗
27 Cypress Point Wealth Management, LLC 26,698 2M -3,215 -10.7% 16Q SEC ↗
28 VICTORY CAPITAL MANAGEMENT INC 26,646 2M +1,430 +5.7% 36Q SEC ↗
29 Pure Financial Advisors, LLC 25,201 2M -20 -0.1% 36Q SEC ↗
30 STEWARDSHIP CONCEPTS FINANCIAL SERVICE 22,303 2M -39,778 -64.1% 3Q SEC ↗
31 Summit Financial, LLC 21,026 2M -1,860 -8.1% 4Q SEC ↗
32 OneDigital Investment Advisors LLC 20,934 2M -1,300 -5.8% 37Q SEC ↗
33 Williams & Novak, LLC 20,035 2M -229 -1.1% 11Q SEC ↗
34 Empirical Financial Services, LLC d.b. 17,638 1M -134 -0.8% 26Q SEC ↗
35 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 17,022 1M — +0.0% 1Q SEC ↗
36 REBALANCE, LLC 15,804 1M -862 -5.2% 15Q SEC ↗
37 OSAIC HOLDINGS, INC. 15,564 1M +10,089 +184.3% 26Q SEC ↗
38 Greenspring Advisors, LLC 15,440 1M -262 -1.7% 3Q SEC ↗
39 NorthLanding Financial Partners, LLC 15,320 1M +842 +5.8% 16Q SEC ↗
40 Integrated Wealth Concepts LLC 14,830 1M +785 +5.6% 4Q SEC ↗
41 SAX WEALTH ADVISORS, LLC 14,009 1M -3,769 -21.2% 10Q SEC ↗
42 Perigon Wealth Management, LLC 11,264 861K +37 +0.3% 24Q SEC ↗
43 Powerhouse Assets LLC 11,025 843K +301 +2.8% 3Q SEC ↗
44 Mill Creek Capital Advisors, LLC 10,521 804K — +0.0% 14Q SEC ↗
45 Pathstone Holdings, LLC NEW 10,521 804K — +0.0% 1Q SEC ↗
46 Trust Co of the South 10,395 795K — +0.0% 11Q SEC ↗
47 MERCER GLOBAL ADVISORS INC /ADV 10,175 778K +337 +3.4% 2Q SEC ↗
48 Advisory Services Network, LLC 9,940 760K +590 +6.3% 38Q SEC ↗
49 COMMONWEALTH EQUITY SERVICES, LLC 9,681 740K -53 -0.5% 20Q SEC ↗
50 Glass Jacobson Investment Advisors llc 9,487 725K +337 +3.7% 11Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
OLD MISSION CAPITAL LLC +70,770 +169.9% 112,416
SUSQUEHANNA INTERNATIONAL GROUP, LL +66,492 +193.9% 100,791
JANE STREET GROUP, LLC +37,634 +740.7% 42,715
MML INVESTORS SERVICES, LLC +27,789 +12.7% 247,105
RAYMOND JAMES FINANCIAL INC +11,338 +14.4% 90,013
OSAIC HOLDINGS, INC. +10,089 +184.3% 15,564
WELLS FARGO & COMPANY/MN +6,423 +6.1% 111,692
UBS Group AG +5,237 +12.5% 47,153
Clear Harbor Asset Management, LLC +3,785 +14.6% 29,684
BlackRock, Inc. +3,074 +8.4% 39,812
HARBOR ADVISORY CORP /MA +2,718 +2.4% 116,281
VICTORY CAPITAL MANAGEMENT INC +1,430 +5.7% 26,646
STATE OF WISCONSIN INVESTMENT BOARD +1,237 +0.7% 179,350
Texas Yale Capital Corp. +1,236 +1.9% 67,007
Checchi Capital Advisers, LLC +1,137 +0.7% 162,692
LPL Financial LLC +975 +0.9% 105,226
Savant Capital, LLC +902 +0.8% 120,210
NorthLanding Financial Partners, LL +842 +5.8% 15,320
STIFEL FINANCIAL CORP +831 +25.7% 4,065
Integrated Wealth Concepts LLC +785 +5.6% 14,830
Biggest Decreases (20)
HolderReducedChange %Total Shares
BANK OF AMERICA CORP /DE -61,516 -29.9% 144,032
STEWARDSHIP CONCEPTS FINANCIAL SERV -39,778 -64.1% 22,303
CITADEL ADVISORS LLC -27,482 -81.0% 6,426
Farther Finance Advisors, LLC -7,658 -81.7% 1,715
SAX WEALTH ADVISORS, LLC -3,769 -21.2% 14,009
Johnson Financial Group, LLC -3,666 -4.3% 81,115
Cypress Point Wealth Management, LL -3,215 -10.7% 26,698
Corient Private Wealth LP -2,691 -35.4% 4,917
Valued Retirements, Inc. -2,111 -39.8% 3,190
Summit Financial, LLC -1,860 -8.1% 21,026
ENVESTNET ASSET MANAGEMENT INC -1,642 -3.0% 53,845
OneDigital Investment Advisors LLC -1,300 -5.8% 20,934
COLDSTREAM CAPITAL MANAGEMENT INC -1,182 -16.3% 6,052
Creative Planning -1,054 -2.5% 40,393
REBALANCE, LLC -862 -5.2% 15,804
Virtue Capital Management, LLC -699 -17.1% 3,388
AlphaCore Capital LLC -465 -14.3% 2,792
Omega Financial Group, LLC -377 -0.5% 76,931
Greenspring Advisors, LLC -262 -1.7% 15,440
RED LIGHTHOUSE INVESTMENT MANAGEMEN -253 -4.1% 5,934

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms