EMHC Institutional Ownership
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
1W: +0.6%
1M: +1.0%
3M: -2.6%
YTD: -4.3%
1Y: -3.6%
3Y: +25.9%
5Y: +1.7%
$24.11
+0.10 (+0.44%)
Pre-Market: $24.13 (+0.02, +0.06%)
Weekly Expected Move ±0.9%
$24
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EMHC
114
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
182M
Total Invested
16
New Positions
66
Increased
23
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (121 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,615,514 | 39M | +157,301 | +10.8% | 12Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 875,434 | 21M | +112,203 | +14.7% | 11Q | SEC ↗ |
| 3 | Envestnet Portfolio Solutions, Inc. | 785,292 | 19M | +112,977 | +16.8% | 10Q | SEC ↗ |
| 4 | ASSETMARK, INC | 558,691 | 13M | +16,631 | +3.1% | 10Q | SEC ↗ |
| 5 | Cerity Partners LLC | 399,034 | 10M | +37,223 | +10.3% | 2Q | SEC ↗ |
| 6 | Aspire Private Capital, LLC | 236,635 | 6M | +8,995 | +4.0% | 11Q | SEC ↗ |
| 7 | PARK AVENUE SECURITIES LLC | 157,438 | 4M | +8,509 | +5.7% | 8Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC NEW | 135,611 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | NewEdge Advisors, LLC | 129,504 | 3M | +7,464 | +6.1% | 12Q | SEC ↗ |
| 10 | Breakwater Investment Management | 121,718 | 3M | +49,949 | +69.6% | 3Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 121,627 | 3M | +2,073 | +1.7% | 11Q | SEC ↗ |
| 12 | Raleigh Capital Management Inc. | 103,338 | 2M | +6,712 | +6.9% | 11Q | SEC ↗ |
| 13 | Capital Investment Management, Inc. | 100,689 | 2M | +3,931 | +4.1% | 3Q | SEC ↗ |
| 14 | LANDMARK WEALTH MANAGEMENT, INC. | 100,315 | 2M | +5,944 | +6.3% | 9Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 94,644 | 2M | +3,697 | +4.1% | 10Q | SEC ↗ |
| 16 | Valtinson Bruner Financial Planning LL | 91,684 | 2M | +12,678 | +16.0% | 4Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 85,940 | 2M | +7,951 | +10.2% | 10Q | SEC ↗ |
| 18 | KWB Wealth | 76,244 | 2M | +48,102 | +170.9% | 5Q | SEC ↗ |
| 19 | Hibernia Wealth Partners, LLC | 66,761 | 2M | -51,259 | -43.4% | 10Q | SEC ↗ |
| 20 | Signal Advisors Wealth, LLC | 62,177 | 1M | +7,062 | +12.8% | 7Q | SEC ↗ |
| 21 | PRINCIPAL SECURITIES, INC. | 61,850 | 1M | +37,136 | +150.3% | 9Q | SEC ↗ |
| 22 | Simplicity Wealth,LLC | 58,049 | 1M | +391 | +0.7% | 6Q | SEC ↗ |
| 23 | HARBOUR INVESTMENTS, INC. | 53,921 | 1M | +7,570 | +16.3% | 11Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 53,097 | 1M | +16,897 | +46.7% | 4Q | SEC ↗ |
| 25 | AE Wealth Management LLC | 50,354 | 1M | +3,574 | +7.6% | 11Q | SEC ↗ |
| 26 | VICUS CAPITAL | 45,621 | 1M | +6,493 | +16.6% | 4Q | SEC ↗ |
| 27 | McNamara Financial Services, Inc. | 42,882 | 1M | +1,300 | +3.1% | 10Q | SEC ↗ |
| 28 | Visionary Horizons, LLC NEW | 42,084 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Orion Porfolio Solutions, LLC | 40,905 | 986K | +3,309 | +8.8% | 11Q | SEC ↗ |
| 30 | RFG Advisory, LLC | 37,269 | 899K | +271 | +0.7% | 10Q | SEC ↗ |
| 31 | WealthPoint Financial, LLC | 36,257 | 874K | +3,916 | +12.1% | 3Q | SEC ↗ |
| 32 | Sanctuary Advisors, LLC | 36,101 | 871K | +1,236 | +3.5% | 9Q | SEC ↗ |
| 33 | NOVUS ADVISORS, LLC | 34,477 | 831K | +938 | +2.8% | 7Q | SEC ↗ |
| 34 | Midwest Financial Network, LLC | 34,023 | 820K | +8,550 | +33.6% | 3Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 33,188 | 800K | +740 | +2.3% | 5Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 31,209 | 753K | +2,743 | +9.6% | 14Q | SEC ↗ |
| 37 | Western Wealth Management, LLC | 26,811 | 647K | +15,524 | +137.5% | 2Q | SEC ↗ |
| 38 | Sharkey, Howes & Javer | 26,276 | 634K | -29,306 | -52.7% | 8Q | SEC ↗ |
| 39 | FSB PREMIER WEALTH MANAGEMENT, INC. | 25,969 | 626K | -474 | -1.8% | 10Q | SEC ↗ |
| 40 | International Private Wealth Advisors | 25,148 | 606K | +1,307 | +5.5% | 7Q | SEC ↗ |
| 41 | Legacy Wealth Partners, LLC | 25,122 | 606K | +669 | +2.7% | 3Q | SEC ↗ |
| 42 | Ethic Inc. NEW | 24,839 | 599K | — | +0.0% | 1Q | SEC ↗ |
| 43 | AXXCESS WEALTH MANAGEMENT, LLC | 24,520 | 591K | -4,188 | -14.6% | 10Q | SEC ↗ |
| 44 | Concurrent Investment Advisors, LLC | 23,563 | 568K | +2,441 | +11.6% | 3Q | SEC ↗ |
| 45 | CREATIVE FINANCIAL DESIGNS INC /ADV | 22,692 | 547K | +1,762 | +8.4% | 11Q | SEC ↗ |
| 46 | SCHRODER INVESTMENT MANAGEMENT GROUP NEW | 22,479 | 542K | — | +0.0% | 1Q | SEC ↗ |
| 47 | LOCKERMAN FINANCIAL GROUP, INC. | 20,679 | 499K | +2,655 | +14.7% | 5Q | SEC ↗ |
| 48 | CreativeOne Wealth, LLC | 19,933 | 481K | -9,240 | -31.7% | 10Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 16,978 | 409K | +710 | +4.4% | 7Q | SEC ↗ |
| 50 | Belpointe Asset Management LLC | 16,008 | 386K | +7,780 | +94.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 135,611 | 3M |
| Visionary Horizons, LLC | 42,084 | 1M |
| Ethic Inc. | 24,839 | 599K |
| SCHRODER INVESTMENT MANAGEMENT GROU | 22,479 | 542K |
| BlueChip Wealth Advisors LLC | 14,759 | 356K |
| Founders Financial Alliance, LLC | 8,256 | 199K |
| IFP Advisors, Inc | 4,165 | 100K |
| Integrated Wealth Concepts LLC | 2,447 | 59K |
| Buck Wealth Strategies, LLC | 723 | 17K |
| JONES FINANCIAL COMPANIES LLLP | 661 | 16K |
| Global Retirement Partners, LLC | 397 | 10K |
| MERCER GLOBAL ADVISORS INC /ADV | 260 | 6K |
| UBS Group AG | 120 | 3K |
| Cape Investment Advisory, Inc. | 111 | 3K |
| Continuum Advisory, LLC | 89 | 2K |
| Meramec Financial Planners, LLC | 14 | 0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hobart Private Capital, LLC | 62,462 | 2M |
| Strategic Financial Planning, Inc. | 30,259 | 730K |
| CITADEL ADVISORS LLC | 20,844 | 503K |
| Merit Financial Group, LLC | 14,434 | 348K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,461 | 325K |
| FLOW TRADERS U.S. LLC | 10,017 | 242K |
| IAMS WEALTH MANAGEMENT, LLC | 9,778 | 236K |
| Signature Equity Partners, LLC | 1,331 | 32K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,061 | 26K |
| Advisory Services Network, LLC | 624 | 15K |
| Safe Harbor Fiduciary, LLC | 259 | 6K |
| Allworth Financial LP | 225 | 5K |
| Merkkuri Wealth Advisors LLC | 89 | 2K |
| PNC FINANCIAL SERVICES GROUP, INC. | 27 | 1K |
Biggest Increases (20)
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hibernia Wealth Partners, LLC | -51,259 | -43.4% | 66,761 |
| Sharkey, Howes & Javer | -29,306 | -52.7% | 26,276 |
| CreativeOne Wealth, LLC | -9,240 | -31.7% | 19,933 |
| Balboa Wealth Partners | -7,695 | -42.2% | 10,530 |
| Kestra Advisory Services, LLC | -7,512 | -36.0% | 13,358 |
| AXXCESS WEALTH MANAGEMENT, LLC | -4,188 | -14.6% | 24,520 |
| Strategic Investment Advisors / MI | -668 | -12.7% | 4,599 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | -474 | -1.8% | 25,969 |
| Lifeworks Advisors, LLC | -166 | -1.9% | 8,444 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -129 | -68.6% | 59 |
| JPMORGAN CHASE & CO | -71 | -44.9% | 87 |
| Quest 10 Wealth Builders, Inc. | -43 | -36.8% | 74 |
| FMR LLC | -29 | -12.8% | 198 |
| FIFTH THIRD BANCORP | -2 | -0.6% | 312 |