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EMBX Institutional Ownership

VanEck Emerging Markets Bond ETF
1W: -1.1% 1M: -3.3% 3M: -4.1% YTD: -2.4%
$49.12
+0.10 (+0.20%)
 
Weekly Expected Move ±0.7%
$48 $49 $49 $49 $50
ETF AMEX · AUM $255.0M

Institutional Ownership — EMBX

62
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
192M
Total Invested
17
New Positions
29
Increased
14
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (63 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MIDLAND WEALTH ADVISORS, LLC 1,111,959 $55M +75,199 +7.3% 2Q SEC ↗
2 Beaumont Financial Advisors, LLC 323,198 $16M +37,408 +13.1% 3Q SEC ↗
3 LPL Financial LLC 247,756 $12M +55,452 +28.8% 3Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 216,170 $11M +8,367 +4.0% 3Q SEC ↗
5 AVALON CAPITAL MANAGEMENT 212,985 $10M +49,392 +30.2% 3Q SEC ↗
6 Dakota Wealth Management 180,371 $9M +5,662 +3.2% 3Q SEC ↗
7 OSAIC HOLDINGS, INC. 129,118 $6M +54,627 +73.3% 2Q SEC ↗
8 CONDOR CAPITAL MANAGEMENT 127,588 $6M +3,654 +2.9% 3Q SEC ↗
9 WESPAC Advisors SoCal, LLC 125,714 $6M +5,655 +4.7% 2Q SEC ↗
10 Csenge Advisory Group NEW 114,577 $6M — +0.0% 1Q SEC ↗
11 Krilogy Financial LLC 93,614 $5M +3,709 +4.1% 2Q SEC ↗
12 NewEdge Wealth, LLC NEW 87,098 $4M — +0.0% 1Q SEC ↗
13 Integrated Wealth Concepts LLC 81,046 $4M +7,047 +9.5% 2Q SEC ↗
14 KRAEMATON INVESTMENT ADVISORS, INC 81,023 $4M +2,647 +3.4% 3Q SEC ↗
15 WEALTH ENHANCEMENT ADVISORY SERVICES, 71,065 $3M +3,279 +4.8% 2Q SEC ↗
16 NorthCrest Asset Manangement, LLC 70,857 $3M +3,382 +5.0% 2Q SEC ↗
17 Perennial Investment Advisors, LLC 64,525 $3M -44,776 -41.0% 3Q SEC ↗
18 Ferguson Shapiro LLC 60,300 $3M +16,899 +38.9% 3Q SEC ↗
19 Integras Partners LLC NEW 54,273 $3M — +0.0% 1Q SEC ↗
20 NewEdge Advisors, LLC NEW 42,663 $2M — +0.0% 1Q SEC ↗
21 ROYAL BANK OF CANADA 39,313 $2M +186 +0.5% 2Q SEC ↗
22 SK Wealth Management, LLC 22,066 $1M -1,014 -4.4% 3Q SEC ↗
23 IFP Advisors, Inc NEW 21,393 $1M — +0.0% 1Q SEC ↗
24 JANE STREET GROUP, LLC 21,295 $1M +13,154 +161.6% 2Q SEC ↗
25 BARNES PETTEY FINANCIAL ADVISORS, LLC 18,824 $925K -2,038 -9.8% 3Q SEC ↗
26 Janney Montgomery Scott LLC 16,272 $799K -12,372 -43.2% 3Q SEC ↗
27 Equitable Holdings, Inc. 16,079 $790K +208 +1.3% 3Q SEC ↗
28 Cushing Capital Partners, LLC 15,082 $741K +1,176 +8.5% 2Q SEC ↗
29 Summit Wealth Partners, LLC 14,962 $735K +9,167 +158.2% 2Q SEC ↗
30 TPG Advisors LLC 14,793 $727K +2,734 +22.7% 3Q SEC ↗
31 NATIONS FINANCIAL GROUP INC, /IA/ /ADV NEW 12,045 $592K — +0.0% 1Q SEC ↗
32 Steward Partners Investment Advisory, 11,928 $586K +11,615 +3710.9% 2Q SEC ↗
33 STIFEL FINANCIAL CORP 10,978 $539K -10 -0.1% 3Q SEC ↗
34 Alpine Bank Wealth Management NEW 9,773 $480K — +0.0% 1Q SEC ↗
35 Signal Advisors Wealth, LLC 9,549 $469K -1,910 -16.7% 3Q SEC ↗
36 Bison Wealth, LLC NEW 8,000 $393K — +0.0% 1Q SEC ↗
37 Mills Wealth Advisors LLC NEW 7,966 $391K — +0.0% 1Q SEC ↗
38 Echo45 Advisors LLC 7,437 $365K +77 +1.0% 3Q SEC ↗
39 AVAII WEALTH MANAGEMENT, LLC 7,393 $363K +600 +8.8% 2Q SEC ↗
40 Opal Wealth Advisors, LLC 6,453 $317K +87 +1.4% 3Q SEC ↗
41 Aptus Capital Advisors, LLC NEW 5,977 $294K — +0.0% 1Q SEC ↗
42 Cambridge Investment Research Advisors 5,458 $268K +1,034 +23.4% 2Q SEC ↗
43 Gladstone Institutional Advisory LLC 5,188 $255K +72 +1.4% 3Q SEC ↗
44 FWG Holdings, LLC 4,980 $245K +666 +15.4% 2Q SEC ↗
45 Stonebridge Financial Planning Group, NEW 4,691 $230K — +0.0% 1Q SEC ↗
46 Cetera Investment Advisers 4,454 $219K -213 -4.6% 3Q SEC ↗
47 VICTORY FINANCIAL GROUP, LLC NEW 4,307 $212K — +0.0% 1Q SEC ↗
48 Balefire, LLC NEW 4,043 $199K — +0.0% 1Q SEC ↗
49 Park Square Financial Group, LLC NEW 3,142 $154K — +0.0% 1Q SEC ↗
50 Farther Finance Advisors, LLC 2,342 $115K +1,965 +521.2% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MIDLAND WEALTH ADVISORS, LLC +75,199 +7.3% 1,111,959
LPL Financial LLC +55,452 +28.8% 247,756
OSAIC HOLDINGS, INC. +54,627 +73.3% 129,118
AVALON CAPITAL MANAGEMENT +49,392 +30.2% 212,985
Beaumont Financial Advisors, LLC +37,408 +13.1% 323,198
Ferguson Shapiro LLC +16,899 +38.9% 60,300
JANE STREET GROUP, LLC +13,154 +161.6% 21,295
Steward Partners Investment Advisor +11,615 +3710.9% 11,928
Summit Wealth Partners, LLC +9,167 +158.2% 14,962
RAYMOND JAMES FINANCIAL INC +8,367 +4.0% 216,170
Integrated Wealth Concepts LLC +7,047 +9.5% 81,046
Dakota Wealth Management +5,662 +3.2% 180,371
WESPAC Advisors SoCal, LLC +5,655 +4.7% 125,714
Krilogy Financial LLC +3,709 +4.1% 93,614
CONDOR CAPITAL MANAGEMENT +3,654 +2.9% 127,588
NorthCrest Asset Manangement, LLC +3,382 +5.0% 70,857
WEALTH ENHANCEMENT ADVISORY SERVICE +3,279 +4.8% 71,065
TPG Advisors LLC +2,734 +22.7% 14,793
KRAEMATON INVESTMENT ADVISORS, INC +2,647 +3.4% 81,023
Farther Finance Advisors, LLC +1,965 +521.2% 2,342
Biggest Decreases (8)
HolderReducedChange %Total Shares
Perennial Investment Advisors, LLC -44,776 -41.0% 64,525
Janney Montgomery Scott LLC -12,372 -43.2% 16,272
BARNES PETTEY FINANCIAL ADVISORS, L -2,038 -9.8% 18,824
Signal Advisors Wealth, LLC -1,910 -16.7% 9,549
SK Wealth Management, LLC -1,014 -4.4% 22,066
MORGAN STANLEY -227 -53.9% 194
Cetera Investment Advisers -213 -4.6% 4,454
STIFEL FINANCIAL CORP -10 -0.1% 10,978

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