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On this page, we present all of the funds holding EMHY from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding EMHY, with a link to that fund's top holdings. The next columns
indicate the amount of EMHY stock held by each of the funds holding EMHY, followed by the EMHY position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 82 funds holding EMHY within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Sound Income Strategies LLC. For more details on the positions held by Sound Income Strategies LLC
(or by any of the other funds holding EMHY), click the fund name in the "Holder" column of the funds-holding-EMHY table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Sound Income Strategies LLC | 956,763 | $35,840 | 03/31/2024 | EMHY | 956,763 | $35,840 | 03/31/2024 | Assetmark Inc. | 563,182 | $20,472 | 12/31/2023 | EMHY | 563,182 | $20,472 | 12/31/2023 | Envestnet Asset Management Inc. | 426,350 | $15,498 | 12/31/2023 | EMHY | 426,350 | $15,498 | 12/31/2023 | Gateway Advisory LLC | 284,167 | $10,329 | 12/31/2023 | EMHY | 284,167 | $10,329 | 12/31/2023 | LPL Financial LLC | 249,282 | $9,061 | 12/31/2023 | EMHY | 249,282 | $9,061 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 230,916 | $8,394 | 12/31/2023 | EMHY | 230,916 | $8,394 | 12/31/2023 | Vontobel Holding Ltd. | 214,979 | $7,814 | 12/31/2023 | EMHY | 214,979 | $7,814 | 12/31/2023 | UBS Group AG | 189,644 | $6,894 | 12/31/2023 | EMHY | 189,644 | $6,894 | 12/31/2023 | Bank of America Corp DE | 154,571 | $5,619 | 12/31/2023 | EMHY | 154,571 | $5,619 | 12/31/2023 | Morgan Stanley | 138,707 | $5,042 | 12/31/2023 | EMHY | 138,707 | $5,042 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 82,661 | $3,005 | 12/31/2023 | EMHY | 82,661 | $3,005 | 12/31/2023 | AE Wealth Management LLC | 74,097 | $2,685 | 12/31/2023 | EMHY | 74,097 | $2,685 | 12/31/2023 | MML Investors Services LLC | 72,315 | $2,629 | 12/31/2023 | EMHY | 72,315 | $2,629 | 12/31/2023 | Wells Fargo & Company MN | 70,662 | $2,569 | 12/31/2023 | EMHY | 70,662 | $2,569 | 12/31/2023 | Truist Financial Corp | 69,492 | $2,526 | 12/31/2023 | EMHY | 69,492 | $2,526 | 12/31/2023 | Mount Lucas Management LP | 67,789 | $2,464 | 12/31/2023 | EMHY | 67,789 | $2,464 | 12/31/2023 | Toroso Investments LLC | 62,800 | $2,283 | 12/31/2023 | EMHY | 62,800 | $2,283 | 12/31/2023 | Betterment LLC | 62,652 | $2,277 | 12/31/2023 | EMHY | 62,652 | $2,277 | 12/31/2023 | Advisor Group Holdings Inc. | 62,292 | $2,264 | 12/31/2023 | EMHY | 62,292 | $2,264 | 12/31/2023 | Ameriprise Financial Inc. | 61,416 | $2,232 | 12/31/2023 | EMHY | 61,416 | $2,232 | 12/31/2023 | Resources Investment Advisors LLC. | 58,889 | $2,141 | 12/31/2023 | EMHY | 58,889 | $2,141 | 12/31/2023 | Proequities Inc. | 51,020 | $1,855 | 12/31/2023 | EMHY | 51,020 | $1,855 | 12/31/2023 | Apollon Wealth Management LLC | 50,205 | $1,825 | 12/31/2023 | EMHY | 50,205 | $1,825 | 12/31/2023 | FOCUS Wealth Advisors LLC | 48,623 | $1,821 | 03/31/2024 | EMHY | 48,623 | $1,821 | 03/31/2024 | Royal Bank of Canada | 44,458 | $1,616 | 12/31/2023 | EMHY | 44,458 | $1,616 | 12/31/2023 | Bank of New York Mellon Corp | 38,174 | $1,430 | 03/31/2024 | EMHY | 38,174 | $1,430 | 03/31/2024 | Guggenheim Capital LLC | 38,069 | $1,384 | 12/31/2023 | EMHY | 38,069 | $1,384 | 12/31/2023 | Nilsine Partners LLC | 36,050 | $1,350 | 03/31/2024 | EMHY | 36,050 | $1,350 | 03/31/2024 | Cetera Investment Advisers | 36,179 | $1,315 | 12/31/2023 | EMHY | 36,179 | $1,315 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 34,997 | $1,311 | 03/31/2024 | EMHY | 34,997 | $1,311 | 03/31/2024 | Hsbc Holdings PLC | 35,000 | $1,272 | 12/31/2023 | EMHY | 35,000 | $1,272 | 12/31/2023 | Advisory Alpha LLC | 26,469 | $962 | 12/31/2023 | EMHY | 26,469 | $962 | 12/31/2023 | Mariner LLC | 24,058 | $875 | 12/31/2023 | EMHY | 24,058 | $875 | 12/31/2023 | Prudential Financial Inc. | 23,677 | $861 | 12/31/2023 | EMHY | 23,677 | $861 | 12/31/2023 | Commonwealth Equity Services LLC | 23,523 | $855 | 12/31/2023 | EMHY | 23,523 | $855 | 12/31/2023 | Monticello Wealth Management LLC | 19,002 | $712 | 03/31/2024 | EMHY | 19,002 | $712 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 16,830 | $612 | 12/31/2023 | EMHY | 16,830 | $612 | 12/31/2023 | Atria Wealth Solutions Inc. | 15,337 | $557 | 12/31/2023 | EMHY | 15,337 | $557 | 12/31/2023 | United Capital Financial Advisers LLC | 14,382 | $523 | 12/31/2023 | EMHY | 14,382 | $523 | 12/31/2023 | Park Avenue Securities LLC | 13,336 | $500 | 03/31/2024 | EMHY | 13,336 | $500 | 03/31/2024 | Snowden Capital Advisors LLC | 12,946 | $471 | 12/31/2023 | EMHY | 12,946 | $471 | 12/31/2023 | Viawealth LLC | 10,410 | $378 | 12/31/2023 | EMHY | 10,410 | $378 | 12/31/2023 | High Net Worth Advisory Group LLC | 10,000 | $375 | 03/31/2024 | EMHY | 10,000 | $375 | 03/31/2024 | Cetera Advisor Networks LLC | 10,310 | $375 | 12/31/2023 | EMHY | 10,310 | $375 | 12/31/2023 | AlphaCentric Advisors LLC | 9,669 | $362 | 03/31/2024 | EMHY | 9,669 | $362 | 03/31/2024 | Concurrent Investment Advisors LLC | 9,560 | $348 | 12/31/2023 | EMHY | 9,560 | $348 | 12/31/2023 | SG Americas Securities LLC | 7,612 | $277 | 12/31/2023 | EMHY | 7,612 | $277 | 12/31/2023 | McAdam LLC | 7,186 | $269 | 03/31/2024 | EMHY | 7,186 | $269 | 03/31/2024 | Raymond James & Associates | 5,468 | $205 | 03/31/2024 | EMHY | 5,468 | $205 | 03/31/2024 | IFP Advisors Inc | 5,117 | $186 | 12/31/2023 | EMHY | 5,117 | $186 | 12/31/2023 | Aspect Partners LLC | 4,414 | $160 | 12/31/2023 | EMHY | 4,414 | $160 | 12/31/2023 | Horizon Financial Services LLC | 3,896 | $146 | 03/31/2024 | EMHY | 3,896 | $146 | 03/31/2024 | Comerica Bank | 3,484 | $127 | 12/31/2023 | EMHY | 3,484 | $127 | 12/31/2023 | Provence Wealth Management Group | 2,500 | $91 | 12/31/2023 | EMHY | 2,500 | $91 | 12/31/2023 | ICA Group Wealth Management LLC | 2,357 | $86 | 12/31/2023 | EMHY | 2,357 | $86 | 12/31/2023 | Sunbelt Securities Inc. | 2,277 | $85 | 03/31/2024 | EMHY | 2,277 | $85 | 03/31/2024 | Allspring Global Investments Holdings LLC | 1,700 | $64 | 03/31/2024 | EMHY | 1,700 | $64 | 03/31/2024 | Qube Research & Technologies Ltd | 1,596 | $58 | 12/31/2023 | EMHY | 1,596 | $58 | 12/31/2023 | Investors Research Corp | 1,589 | $58 | 12/31/2023 | EMHY | 1,589 | $58 | 12/31/2023 | National Bank of Canada FI | 1,537 | $55 | 12/31/2023 | EMHY | 1,537 | $55 | 12/31/2023 | Park Place Capital Corp | 1,333 | $50 | 03/31/2024 | EMHY | 1,333 | $50 | 03/31/2024 | Steward Partners Investment Advisory LLC | 1,325 | $48 | 12/31/2023 | EMHY | 1,325 | $48 | 12/31/2023 | Geneos Wealth Management Inc. | 1,140 | $41 | 12/31/2023 | EMHY | 1,140 | $41 | 12/31/2023 | The PNC Financial Services Group Inc. | 552 | $20 | 12/31/2023 | EMHY | 552 | $20 | 12/31/2023 | Compagnie Lombard Odier SCmA | 530 | $19 | 12/31/2023 | EMHY | 530 | $19 | 12/31/2023 | CWM LLC | 400 | $15 | 03/31/2024 | EMHY | 400 | $15 | 03/31/2024 | Delta Asset Management LLC TN | 421 | $15 | 12/31/2023 | EMHY | 421 | $15 | 12/31/2023 | Beacon Capital Management LLC | 390 | $13 | 12/31/2023 | EMHY | 390 | $13 | 12/31/2023 | First Horizon Advisors Inc. | 277 | $10 | 03/31/2024 | EMHY | 277 | $10 | 03/31/2024 | BlackRock Inc. | 279 | $10 | 12/31/2023 | EMHY | 279 | $10 | 12/31/2023 | Pflug Koory LLC | 107 | $4 | 03/31/2024 | EMHY | 107 | $4 | 03/31/2024 | Huntington National Bank | 100 | $4 | 12/31/2023 | EMHY | 100 | $4 | 12/31/2023 | Cornerstone Planning Group LLC | 112 | $4 | 12/31/2023 | EMHY | 112 | $4 | 12/31/2023 | Iron Horse Wealth Management LLC | 70 | $3 | 03/31/2024 | EMHY | 70 | $3 | 03/31/2024 | Semmax Financial Advisors Inc. | 91 | $3 | 12/31/2023 | EMHY | 91 | $3 | 12/31/2023 | Global Retirement Partners LLC | 45 | $2 | 03/31/2024 | EMHY | 45 | $2 | 03/31/2024 | Aspire Private Capital LLC | 66 | $2 | 03/31/2024 | EMHY | 66 | $2 | 03/31/2024 | Tsfg LLC | 46 | $2 | 03/31/2024 | EMHY | 46 | $2 | 03/31/2024 | Retirement Group LLC | 50 | $2 | 12/31/2023 | EMHY | 50 | $2 | 12/31/2023 | Tucker Asset Management LLC | 59 | $2 | 12/31/2023 | EMHY | 59 | $2 | 12/31/2023 | FMR LLC | 20 | $1 | 12/31/2023 | EMHY | 20 | $1 | 12/31/2023 | Ronald Blue Trust Inc. | 14 | $1 | 12/31/2023 | EMHY | 14 | $1 | 12/31/2023 | Tower Research Capital LLC TRC | 5 | $0 | 12/31/2023 | EMHY | 5 | $0 | 12/31/2023 |
See Summary: Institutional Holders of EMHY
See Details: Top 10 Hedge Funds Holding EMHY
Also See: EMHY Holdings Changes
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