Holdings Channel
EEM Holdings Changes image
This page summarizes the EEM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EEM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing EEM Share Count
Fortis Group Advisors LLC 66 5,995 +5,929 +8983.33%
DGS Capital Management LLC 5,903 19,788 +13,885 +235.22%
First National Trust Co 17,369 48,807 +31,438 +181.00%
Lowe Wealth Advisors LLC 981 1,961 +980 +99.90%
First Citizens Bank & Trust Co. 7,509 14,679 +7,170 +95.49%
BKD Wealth Advisors LLC 13,343 24,009 +10,666 +79.94%
Nelson Van Denburg & Campbell Wealth Management Group LLC 1,906 3,350 +1,444 +75.76%
Guidance Capital Inc. 26,179 44,067 +17,888 +68.33%
Lane & Associates LLC 5,377 8,803 +3,426 +63.72%
BNP Paribas Arbitrage SA 2,037,050 3,315,222 +1,278,172 +62.75%
Matisse Capital 14,431 22,951 +8,520 +59.04%
CWM LLC 27,517 41,560 +14,043 +51.03%
MTM Investment Management LLC 100 150 +50 +50.00%
Carret Asset Management LLC 13,218 19,267 +6,049 +45.76%
Whitaker Myers Wealth Managers LTD. 17,198 24,710 +7,512 +43.68%
Empower Advisory Group LLC 6,010 8,396 +2,386 +39.70%
REDW Wealth LLC 92,167 125,308 +33,141 +35.96%
Toth Financial Advisory Corp 5,753 7,770 +2,017 +35.06%
Park Avenue Securities LLC 26,806 35,853 +9,047 +33.75%
Aries Wealth Management 62,759 80,996 +18,237 +29.06%
Horizon Bancorp Inc. IN 75,163 96,906 +21,743 +28.93%
Proffitt & Goodson Inc. 7,925 10,125 +2,200 +27.76%
Tritonpoint Wealth LLC 12,000 15,243 +3,243 +27.02%
Global Retirement Partners LLC 57,628 72,400 +14,772 +25.63%
Johnson & White Wealth Management LLC 19,602 24,453 +4,851 +24.75%
StoneX Group Inc. 38,629 48,066 +9,437 +24.43%
J.W. Cole Advisors Inc. 90,623 112,535 +21,912 +24.18%
Trivant Custom Portfolio Group LLC 890 1,087 +197 +22.13%
Global Assets Advisory LLC 13,853 16,913 +3,060 +22.09%
Wesbanco Bank Inc. 17,907 21,843 +3,936 +21.98%
HFG Advisors Inc. 38,004 46,191 +8,187 +21.54%
Janney Montgomery Scott LLC 169,050 204,269 +35,219 +20.83%
Trust Co. of Vermont 10,523 12,656 +2,133 +20.27%
Wealthcare Advisory Partners LLC 32,807 38,707 +5,900 +17.98%
Hazlett Burt & Watson Inc. 1,879 2,166 +287 +15.27%
Confluence Wealth Services Inc. 314,314 361,452 +47,138 +15.00%
Trust Co 697,905 800,837 +102,932 +14.75%
O ROURKE & COMPANY Inc 6,041 6,931 +890 +14.73%
Fonville Wealth Management LLC 11,178 12,817 +1,639 +14.66%
Farmers Trust Co. 31,166 35,689 +4,523 +14.51%
Lincoln National Corp 61,880 70,226 +8,346 +13.49%
Greenleaf Trust 2,281,136 2,577,270 +296,134 +12.98%
Haverford Trust Co. 11,601 13,092 +1,491 +12.85%
St. Louis Trust Co 19,104 21,520 +2,416 +12.65%
Sunbelt Securities Inc. 38,360 43,058 +4,698 +12.25%
Keel Point LLC 306,607 343,695 +37,088 +12.10%
Private Trust Co. NA 28,335 31,073 +2,738 +9.66%
Solstein Capital LLC 44,296 48,539 +4,243 +9.58%
Colton Groome Financial Advisors LLC 215,274 235,291 +20,017 +9.30%
North Star Investment Management Corp. 15,536 16,903 +1,367 +8.80%
Inscription Capital LLC 8,795 9,545 +750 +8.53%
Capital Investment Advisory Services LLC 1,249 1,353 +104 +8.33%
Clarity Wealth Advisors LLC 107,044 115,841 +8,797 +8.22%
RFG Advisory LLC 37,865 40,863 +2,998 +7.92%
Integrated Investment Consultants LLC 31,991 34,511 +2,520 +7.88%
Vista Wealth Management Group LLC 8,767 9,449 +682 +7.78%
Massmutual Trust Co. FSB ADV 53,959 57,836 +3,877 +7.19%
Pictet North America Advisors SA 410,183 436,720 +26,537 +6.47%
First Financial Bank Trust Division 124,772 132,456 +7,684 +6.16%
Joel Isaacson & Co. LLC 14,211 15,086 +875 +6.16%
FFT Wealth Management LLC 187,973 199,500 +11,527 +6.13%
PFG Investments LLC 10,831 11,431 +600 +5.54%
Householder Group Estate & Retirement Specialist LLC 814 859 +45 +5.53%
Atticus Wealth Management LLC 32,207 33,935 +1,728 +5.37%
EWG Elevate Inc. 70,550 74,323 +3,773 +5.35%
James Investment Research Inc. 12,951 13,604 +653 +5.04%
Catalyst Financial Partners LLC 7,800 8,181 +381 +4.88%
Oldfather Financial Services LLC 79,139 82,883 +3,744 +4.73%
GoalVest Advisory LLC 28,674 29,934 +1,260 +4.39%
Family Firm Inc. 47,288 49,337 +2,049 +4.33%
Sumitomo Mitsui Trust Holdings Inc. 159,955 166,745 +6,790 +4.24%
Glass Jacobson Investment Advisors llc 23,764 24,761 +997 +4.20%
Connable Office Inc. 1,109,665 1,152,217 +42,552 +3.83%
ST Germain D J Co. Inc. 638 662 +24 +3.76%
Fluent Financial LLC 86,985 90,245 +3,260 +3.75%
Parkside Financial Bank & Trust 8,993 9,314 +321 +3.57%
Boothe Investment Group Inc. 17,945 18,573 +628 +3.50%
BLB&B Advisors LLC 34,040 35,220 +1,180 +3.47%
Salomon & Ludwin LLC 239,354 247,337 +7,983 +3.34%
Stephenson & Company Inc. 6,624 6,840 +216 +3.26%
Prosperity Planning Inc. 30,018 30,944 +926 +3.08%
LifePro Asset Management 5,212 5,371 +159 +3.05%
Dominguez Wealth Management Solutions Inc. 34,150 35,177 +1,027 +3.01%
Spire Wealth Management 49,359 50,823 +1,464 +2.97%
Oak Harbor Wealth Partners LLC 17,951 18,461 +510 +2.84%
First Merchants Corp 44,322 45,565 +1,243 +2.80%
Gryphon Financial Partners LLC 41,232 42,365 +1,133 +2.75%
M&R Capital Management Inc. 185 190 +5 +2.70%
Quent Capital LLC 509,706 523,028 +13,322 +2.61%
Marshall & Sullivan Inc. WA 95,630 97,898 +2,268 +2.37%
Burke & Herbert Bank & Trust Co. 11,728 12,004 +276 +2.35%
Daymark Wealth Partners LLC 23,411 23,950 +539 +2.30%
LFA Lugano Financial Advisors SA 10,826 11,073 +247 +2.28%
Founders Financial Securities LLC 6,879 7,031 +152 +2.21%
Summit Trail Advisors LLC 146,910 150,033 +3,123 +2.13%
CNB Bank 423 432 +9 +2.13%
Ramsay Stattman Vela & Price Inc. 36,141 36,816 +675 +1.87%
Clarus Wealth Advisors 31,490 32,013 +523 +1.66%
ACT Wealth Management LLC 6,054 6,150 +96 +1.59%
Cambridge Investment Research Advisors Inc. 266,961 270,960 +3,999 +1.50%
Klingman & Associates LLC 16,919 17,171 +252 +1.49%
Optimum Investment Advisors 6,787 6,886 +99 +1.46%
Cornerstone Wealth Advisors Inc. 7,761 7,861 +100 +1.29%
Caldwell Sutter Capital Inc. 1,254 1,270 +16 +1.28%
Jeppson Wealth Management LLC 6,891 6,966 +75 +1.09%
Wiley BROS. Aintree Capital LLC 18,429 18,625 +196 +1.06%
Mayflower Financial Advisors LLC 12,623 12,755 +132 +1.05%
Grove Bank & Trust 48,246 48,741 +495 +1.03%
Round Rock Advisors LLC 13,400 13,537 +137 +1.02%
Miracle Mile Advisors LLC 39,946 40,348 +402 +1.01%
Regions Financial Corp 1,483,951 1,497,861 +13,910 +0.94%
FDx Advisors Inc. 5,795 5,843 +48 +0.83%
Fifth Third Securities Inc. 66,030 66,555 +525 +0.80%
Yousif Capital Management LLC 77,383 77,983 +600 +0.78%
Boltwood Capital Management 11,178 11,263 +85 +0.76%
Wsfs Capital Management LLC 9,138 9,207 +69 +0.76%
Institute for Wealth Management LLC. 53,443 53,827 +384 +0.72%
Mather Group LLC. 44,815 45,047 +232 +0.52%
LGL Partners LLC 247,502 248,735 +1,233 +0.50%
KMG Fiduciary Partners LLC 21,573 21,627 +54 +0.25%
PBMares Wealth Management LLC 6,077 6,092 +15 +0.25%
Viewpoint Capital Management LLC 39,621 39,671 +50 +0.13%
Heritage Investors Management Corp 39,610 39,623 +13 +0.03%
13F Filers Reporting New Positions In EEM
Cowen AND Company LLC 0 297,745 +297,745 +100%
BNP Paribas 0 64,059 +64,059 +100%
Hartline Investment Corp 0 16,560 +16,560 +100%
Lateef Investment Management L.P. 0 10,125 +10,125 +100%
Smith Chas P & Associates PA Cpas 0 34,542 +34,542 +100%
Parthenon LLC 0 5,776 +5,776 +100%
Woodmont Investment Counsel LLC 0 654 +654 +100%
Palisade Asset Management LLC 0 3,602 +3,602 +100%
Sigma Planning Corp 0 8,037 +8,037 +100%
Mesirow Financial Investment Management Inc. 0 376,915 +376,915 +100%
True North Advisors LLC 0 5,408 +5,408 +100%
Lee Johnson Capital Management LLC 0 181,678 +181,678 +100%
Harbour Capital Advisors LLC 0 5,056 +5,056 +100%
Gainplan LLC 0 6,372 +6,372 +100%
SpiderRock Advisors LLC 0 34,566 +34,566 +100%
SeaCrest Wealth Management LLC 0 6,588 +6,588 +100%
9258 Wealth Management LLC 0 8,474 +8,474 +100%
Cornerstone Wealth Group LLC 0 10,932 +10,932 +100%
Coastal Investment Advisors Inc. 0 3,864 +3,864 +100%
Coulter & Justus Financial Services LLC 0 20,336 +20,336 +100%
Fifth Third Wealth Advisors LLC 0 13,147 +13,147 +100%
Udine Wealth Management Inc. 0 41,444 +41,444 +100%
Graham Capital Wealth Management LLC 0 60,419 +60,419 +100%
Simplicity Wealth LLC 0 7,470 +7,470 +100%
EnRich Financial Partners LLC 0 139 +139 +100%
Park Edge Advisors LLC 0 5,060 +5,060 +100%
WFA Asset Management Corp 0 475 +475 +100%
Focus Financial Network Inc. 0 6,407 +6,407 +100%
Edge Financial Advisors LLC 0 19,322 +19,322 +100%
Sunpointe LLC 0 5,352 +5,352 +100%
Richardson Financial Services Inc. 0 1 +1 +100%
Diversify Advisory Services LLC 0 312,771 +312,771 +100%
13F Filers With Unchanged Share Count
Dow Chemical Co. DE 1,299,836 1,299,836 UNCH 0.00%
CENTRAL TRUST Co 1,958 1,958 UNCH 0.00%
Proequities Inc. 5,229 5,229 UNCH 0.00%
First Hawaiian Bank 27,977 27,977 UNCH 0.00%
Factory Mutual Insurance Co. 1,546,400 1,546,400 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 450 450 UNCH 0.00%
UMB Bank N A MO 5,500 5,500 UNCH 0.00%
Monarch Capital Management Inc. 5,773 5,773 UNCH 0.00%
Cliftonlarsonallen Wealth Advisors LLC 52,420 52,420 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 14,775 14,775 UNCH 0.00%
Everett Harris & Co. CA 18,340 18,340 UNCH 0.00%
Norwood Financial Corp 150 150 UNCH 0.00%
Duncker Streett & Co. Inc. 785 785 UNCH 0.00%
Baldwin Brothers Inc. MA 200 200 UNCH 0.00%
Clifford Swan Investment Counsel LLC 42,785 42,785 UNCH 0.00%
Victory Capital Management Inc. 279,333 279,333 UNCH 0.00%
Atwood & Palmer Inc. 5,090 5,090 UNCH 0.00%
Adirondack Trust Co. 1,140 1,140 UNCH 0.00%
Trust Co. of Oklahoma 8,600 8,600 UNCH 0.00%
First National Bank Sioux Falls 23,099 23,099 UNCH 0.00%
Sigma Investment Counselors Inc. 9,090 9,090 UNCH 0.00%
Harbor Advisory Corp MA 36,314 36,314 UNCH 0.00%
Boyd Watterson Asset Management LLC OH 35,325 35,325 UNCH 0.00%
Northern Oak Wealth Management Inc. 5,100 5,100 UNCH 0.00%
Hollencrest Capital Management 71 71 UNCH 0.00%
Kanawha Capital Management LLC 5,598 5,598 UNCH 0.00%
Country Trust Bank 422 422 UNCH 0.00%
Farmers & Merchants Investments Inc. 38,972 38,972 UNCH 0.00%
Thompson Investment Management Inc. 2,820 2,820 UNCH 0.00%
BOK Financial Private Wealth Inc. 1,057 1,057 UNCH 0.00%
SOL Capital Management CO 8,510 8,510 UNCH 0.00%
Phillips Financial Management LLC 910 910 UNCH 0.00%
Regis Management CO LLC 24,604 24,604 UNCH 0.00%
Phocas Financial Corp. 7,490 7,490 UNCH 0.00%
Evensky & Katz LLC 96 96 UNCH 0.00%
Horrell Capital Management Inc. 75 75 UNCH 0.00%
Hanson & Doremus Investment Management 453 453 UNCH 0.00%
Capstone Investment Advisors LLC 372,000 372,000 UNCH 0.00%
GFS Advisors LLC 13,900 13,900 UNCH 0.00%
Gibson Capital LLC 7,820 7,820 UNCH 0.00%
Signaturefd LLC 32,042 32,042 UNCH 0.00%
Narwhal Capital Management 12,250 12,250 UNCH 0.00%
Asset Dedication LLC 3,050 3,050 UNCH 0.00%
Diversified Trust Co 8,737 8,737 UNCH 0.00%
Sageworth Trust Co 25,330 25,330 UNCH 0.00%
Private Wealth Group LLC 18,568 18,568 UNCH 0.00%
Consolidated Investment Group LLC 252,416 252,416 UNCH 0.00%
Financial Management Professionals Inc. 17 17 UNCH 0.00%
Blume Capital Management Inc. 1,500 1,500 UNCH 0.00%
Retirement Systems of Alabama 9,183,852 9,183,852 UNCH 0.00%
Financial Advisory Service Inc. 3,610 3,610 UNCH 0.00%
LBJ Family Wealth Advisors Ltd. 32,828 32,828 UNCH 0.00%
FinTrust Capital Advisors LLC 1,880 1,880 UNCH 0.00%
Evanson Asset Management LLC 24,060 24,060 UNCH 0.00%
Bray Capital Advisors 1,080 1,080 UNCH 0.00%
Colony Family Offices LLC 31,165 31,165 UNCH 0.00%
Roble Belko & Company Inc 20,519 20,519 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 200 200 UNCH 0.00%
Arcus Capital Partners LLC 17,972 17,972 UNCH 0.00%
First PREMIER Bank 1,300 1,300 UNCH 0.00%
Alpha Omega Wealth Management LLC 5,079 5,079 UNCH 0.00%
Nicholas Hoffman & Company LLC. 6,980 6,980 UNCH 0.00%
International City Management Association Retirement Corp 99,782 99,782 UNCH 0.00%
First Bank & Trust 26,947 26,947 UNCH 0.00%
Ironwood Wealth Management LLC. 166 166 UNCH 0.00%
Armor Investment Advisors LLC 1,300 1,300 UNCH 0.00%
Mascoma Wealth Management LLC 2,610 2,610 UNCH 0.00%
Sterling Investment Advisors Ltd. 10,695 10,695 UNCH 0.00%
Bfsg LLC 1,543 1,543 UNCH 0.00%
Peterson Wealth Advisors LLC 6,380 6,380 UNCH 0.00%
Sage Capital Advisors llc 5,983 5,983 UNCH 0.00%
Bogart Wealth LLC 148 148 UNCH 0.00%
Personal Resources Investment & Strategic Management Inc. 88,106 88,106 UNCH 0.00%
PrairieView Partners LLC 2,830 2,830 UNCH 0.00%
Northwest Capital Management Inc 6,679 6,679 UNCH 0.00%
Murphy Middleton Hinkle & Parker Inc. 7,379 7,379 UNCH 0.00%
180 Wealth Advisors LLC 8,401 8,401 UNCH 0.00%
Quaker Wealth Management LLC 5,000 5,000 UNCH 0.00%
Wells Trecaso Financial Group LLC 10,035 10,035 UNCH 0.00%
Pflug Koory LLC 120 120 UNCH 0.00%
Brand Asset Management Group Inc. 19,750 19,750 UNCH 0.00%
Sage Financial Management Group Inc. 5,988 5,988 UNCH 0.00%
Evolution Wealth Advisors LLC 26,560 26,560 UNCH 0.00%
Sage Rhino Capital LLC 7,237 7,237 UNCH 0.00%
PSI Advisors LLC 321 321 UNCH 0.00%
Rothschild & Co Wealth Management UK Ltd 28,100 28,100 UNCH 0.00%
Avion Wealth 309 309 UNCH 0.00%
Banque Cantonale Vaudoise 7,106 7,106 UNCH 0.00%
Parcion Private Wealth LLC 61,799 61,799 UNCH 0.00%
Bellevue Asset Management LLC 43 43 UNCH 0.00%
Key Financial Inc 8,470 8,470 UNCH 0.00%
CVA Family Office LLC 5,813 5,813 UNCH 0.00%
Powell Investment Advisors LLC 10,943 10,943 UNCH 0.00%
TI Trust Inc. 14,923 14,923 UNCH 0.00%
Ballast Advisors LLC 119 119 UNCH 0.00%
Revolve Wealth Partners LLC 13,509 13,509 UNCH 0.00%
Rebalance LLC 11,542 11,542 UNCH 0.00%
Walkner Condon Financial Advisors LLC 5,335 5,335 UNCH 0.00%
Gleason Group Inc. 31 31 UNCH 0.00%
Cordant Inc. 4,517 4,517 UNCH 0.00%
Rise Advisors LLC 153 153 UNCH 0.00%
Wolff Wiese Magana LLC 424 424 UNCH 0.00%
Sightline Wealth Advisors LLC 9,980 9,980 UNCH 0.00%
DHJJ Financial Advisors Ltd. 258 258 UNCH 0.00%
Collective Family Office LLC 9,376 9,376 UNCH 0.00%
Emfo LLC 12 12 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 9,341 9,341 UNCH 0.00%
Maryland Capital Advisors Inc. 8,194 8,194 UNCH 0.00%
AFG Fiduciary Services Limited Partnership 22,591 22,591 UNCH 0.00%
Ameliora Wealth Management Ltd. 2,956 2,956 UNCH 0.00%
GHE LLC 22,793 22,793 UNCH 0.00%
Red Tortoise LLC 28,349 28,349 UNCH 0.00%
City State Bank 2,330 2,330 UNCH 0.00%
Kraematon Investment Advisors Inc. 5,519 5,519 UNCH 0.00%
Aspire Wealth Management Corp 11 11 UNCH 0.00%
Integrity Financial Corp WA 53 53 UNCH 0.00%
FSC Wealth Advisors LLC 462 462 UNCH 0.00%
W Advisors LLC 12,156 12,156 UNCH 0.00%
Signature Resources Capital Management LLC 125 125 UNCH 0.00%
Coston McIsaac & Partners 2,257 2,257 UNCH 0.00%
Citizens Business Bank 5,085 5,085 UNCH 0.00%
New Hampshire Trust 6,463 6,463 UNCH 0.00%
Register Financial Advisors LLC 407 407 UNCH 0.00%
Fidelis Capital Partners LLC 18,100 18,100 UNCH 0.00%
LGT Financial Advisors LLC 8,815 8,815 UNCH 0.00%
Financial Freedom LLC 552 552 UNCH 0.00%
Noble Family Wealth LLC 5,500 5,500 UNCH 0.00%
Union Savings Bank 5,169 5,169 UNCH 0.00%
CGC Financial Services LLC 6,582 6,582 UNCH 0.00%
Halpern Financial Inc. 106 106 UNCH 0.00%
Financiere des Professionnels Fonds d investissement inc. 316,500 316,500 UNCH 0.00%
Morton Capital Management LLC CA 9,631 9,631 UNCH 0.00%
Financial Perspectives Inc 688 688 UNCH 0.00%
West Paces Advisors Inc. 165 165 UNCH 0.00%
Jamison Private Wealth Management Inc. 104 104 UNCH 0.00%
Wetzel Investment Advisors Inc. 1,206 1,206 UNCH 0.00%
Gilliland Jeter Wealth Management LLC 8,415 8,415 UNCH 0.00%
GAMMA Investing LLC 1,250 1,250 UNCH 0.00%
Sachetta LLC 4,173 4,173 UNCH 0.00%
GLOBALT Investments LLC GA 222,455 222,455 UNCH 0.00%
FF Advisors LLC 35,065 35,065 UNCH 0.00%
Planning Capital Management Corp 727 727 UNCH 0.00%
Transcendent Capital Group LLC 5,505 5,505 UNCH 0.00%
Fairman Group LLC 237 237 UNCH 0.00%
American Capital Advisory LLC 120 120 UNCH 0.00%
Fairway Wealth LLC 6,841 6,841 UNCH 0.00%
13F Filers Decreasing EEM Share Count
Creative Financial Designs Inc. ADV 29,293 228 -29,065 -99.22%
WealthShield Partners LLC 16,049 198 -15,851 -98.77%
Pittenger & Anderson Inc. 74,379 1,550 -72,829 -97.92%
Putnam FL Investment Management Co. 79,268 7,064 -72,204 -91.09%
Pinnacle Wealth Management Group Inc. 54,642 5,042 -49,600 -90.77%
Pinnacle Financial Partners Inc. 7,894 891 -7,003 -88.71%
Mechanics Financial Corp 5,265 610 -4,655 -88.41%
Sound Income Strategies LLC 1,435 171 -1,264 -88.08%
Venturi Wealth Management LLC 14,492 1,957 -12,535 -86.50%
Larson Financial Group LLC 69,671 14,352 -55,319 -79.40%
One Wealth Advisors LLC 28,063 7,033 -21,030 -74.94%
Newbridge Financial Services Group Inc. 1,968 494 -1,474 -74.90%
McClarren Financial Advisors Inc. 303 83 -220 -72.61%
Waterway Wealth Management LLC 32,697 10,057 -22,640 -69.24%
Del Sette Capital Management LLC 107,148 34,668 -72,480 -67.64%
Osborne Partners Capital Management LLC 78,114 25,801 -52,313 -66.97%
Simon Quick Advisors LLC 70,898 26,215 -44,683 -63.02%
SlateStone Wealth LLC 130,650 51,483 -79,167 -60.59%
Ronald Blue Trust Inc. 6,421 2,580 -3,841 -59.82%
EFG Asset Management Americas Corp. 146,479 60,277 -86,202 -58.85%
Saxon Interests Inc. 23,153 9,562 -13,591 -58.70%
Cutler Group LP 51,604 21,615 -29,989 -58.11%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 32,549 13,640 -18,909 -58.09%
Horan Securities Inc. 14,395 6,155 -8,240 -57.24%
Harel Insurance Investments & Financial Services Ltd. 5,024 2,202 -2,822 -56.17%
Parsons Capital Management Inc. RI 27,325 12,011 -15,314 -56.04%
Gradient Investments LLC 1,195 532 -663 -55.48%
BTS Asset Management Inc. 8,053 3,729 -4,324 -53.69%
Conservest Capital Advisors Inc. 21,265 10,232 -11,033 -51.88%
Congress Wealth Management LLC DE 176,186 84,844 -91,342 -51.84%
Corepath Wealth Partners LLC 208,675 100,594 -108,081 -51.79%
International Assets Investment Management LLC 14,059 7,001 -7,058 -50.20%
Annapolis Financial Services LLC 196 100 -96 -48.98%
Migdal Insurance & Financial Holdings Ltd. 10,677 5,456 -5,221 -48.90%
Advisor Resource Council 34,072 18,139 -15,933 -46.76%
Cyndeo Wealth Partners LLC 47,441 26,138 -21,303 -44.90%
Embree Financial Group 42,498 24,298 -18,200 -42.83%
Channel Wealth LLC 52,217 30,119 -22,098 -42.32%
First Interstate Bank 86,712 50,183 -36,529 -42.13%
Westside Investment Management Inc. 1,457 845 -612 -42.00%
RSM US Wealth Management LLC 324,307 189,857 -134,450 -41.46%
Private Ocean LLC 1,622 961 -661 -40.75%
PFW Advisors LLC 311,403 189,251 -122,152 -39.23%
PACK Private Wealth LLC 72,323 45,197 -27,126 -37.51%
Capasso Planning Partners LLC 11,939 7,484 -4,455 -37.31%
Octavia Wealth Advisors LLC 19,939 12,808 -7,131 -35.76%
Weil Company Inc. 82,238 53,398 -28,840 -35.07%
Financial Advocates Investment Management 12,320 8,006 -4,314 -35.02%
Beacon Bridge Wealth Partners LLC 38,020 24,859 -13,161 -34.62%
Bremer Bank National Association 106,434 70,047 -36,387 -34.19%
Greenfield FTC Inc. 264,791 174,576 -90,215 -34.07%
Compagnie Lombard Odier SCmA 34,039 22,489 -11,550 -33.93%
Howland Capital Management LLC 92,693 63,168 -29,525 -31.85%
Gould Asset Management LLC CA 9,645 6,750 -2,895 -30.02%
Sovereign Financial Group Inc. 28,204 19,968 -8,236 -29.20%
Allspring Global Investments Holdings LLC 116,429 82,899 -33,530 -28.80%
Independent Family Office LLC 36,875 26,349 -10,526 -28.55%
Western Wealth Management LLC 8,720 6,270 -2,450 -28.10%
GHP Investment Advisors Inc. 8,806 6,337 -2,469 -28.04%
ZRC Wealth Management LLC 20,995 15,347 -5,648 -26.90%
Central Bank & Trust Co. 178,736 130,681 -48,055 -26.89%
Stratos Wealth Advisors LLC 27,865 20,376 -7,489 -26.88%
Steel Peak Wealth Management LLC 201,975 147,807 -54,168 -26.82%
Moloney Securities Asset Management LLC 8,099 6,001 -2,098 -25.90%
Bank of New Hampshire 19,724 14,704 -5,020 -25.45%
Vance Wealth Inc. 82,942 62,374 -20,568 -24.80%
Benjamin F. Edwards & Company Inc. 3,201 2,451 -750 -23.43%
Lyell Wealth Management LP 57,470 44,013 -13,457 -23.42%
Dupont Capital Management Corp 819,480 628,325 -191,155 -23.33%
Retirement Income Solutions Inc 37,468 28,757 -8,711 -23.25%
Hexagon Capital Partners LLC 27,988 21,574 -6,414 -22.92%
JNBA Financial Advisors 1,588 1,224 -364 -22.92%
Harbor Group Inc. 13,194 10,270 -2,924 -22.16%
Crestone Asset Management LLC 64,174 50,013 -14,161 -22.07%
Thrive Wealth Management LLC 15,126 11,858 -3,268 -21.61%
Strid Group LLC 21,133 16,827 -4,306 -20.38%
Welch & Forbes LLC 26,427 21,212 -5,215 -19.73%
Sugarloaf Wealth Management LLC 1,692 1,362 -330 -19.50%
Chemistry Wealth Management LLC 11,119 8,959 -2,160 -19.43%
Strategic Investment Advisors MI 9,097 7,334 -1,763 -19.38%
Aspiriant LLC 70,485 57,343 -13,142 -18.65%
AdvisorNet Financial Inc 6,670 5,475 -1,195 -17.92%
Perigon Wealth Management LLC 165,583 136,172 -29,411 -17.76%
Orrstown Financial Services Inc. 16,003 13,173 -2,830 -17.68%
United Community Bank 389 321 -68 -17.48%
Lindbrook Capital LLC 1,520 1,255 -265 -17.43%
UMA Financial Services Inc. 9,555 7,939 -1,616 -16.91%
Mutual Advisors LLC 12,559 10,439 -2,120 -16.88%
Summit Financial Group Inc. 82,341 68,929 -13,412 -16.29%
Oakworth Capital Inc. 761 640 -121 -15.90%
Courier Capital LLC 7,311 6,150 -1,161 -15.88%
McKinley Carter Wealth Services Inc. 16,855 14,193 -2,662 -15.79%
Valeo Financial Advisors LLC 199,589 169,469 -30,120 -15.09%
Honkamp Krueger Financial Services Inc. 103,650 88,761 -14,889 -14.36%
Raymond James & Associates 913,253 787,939 -125,314 -13.72%
Coastline Trust Co 10,627 9,187 -1,440 -13.55%
Financial Counselors Inc. 49,125 42,479 -6,646 -13.53%
Pinnacle Bank 13,634 11,794 -1,840 -13.50%
Bank of New York Mellon Corp 4,485,650 3,892,662 -592,988 -13.22%
Center for Financial Planning Inc. 751 653 -98 -13.05%
Chesley Taft & Associates LLC 13,166 11,482 -1,684 -12.79%
Morris Financial Concepts Inc. 46,696 40,802 -5,894 -12.62%
Stephens Consulting LLC 206 181 -25 -12.14%
Wealthcare Capital Management LLC 5,692 5,001 -691 -12.14%
Connecticut Wealth Management LLC 64,300 56,720 -7,580 -11.79%
HB Wealth Management LLC 67,865 59,944 -7,921 -11.67%
Stratos Wealth Partners LTD. 28,817 25,478 -3,339 -11.59%
Verdence Capital Advisors LLC 208,749 185,861 -22,888 -10.96%
Harbor Investment Advisory LLC 12,507 11,157 -1,350 -10.79%
Cary Street Partners Investment Advisory LLC 14,901 13,309 -1,592 -10.68%
Kingswood Wealth Advisors LLC 12,117 10,827 -1,290 -10.65%
JMG Financial Group Ltd. 20,668 18,476 -2,192 -10.61%
Raymond James Financial Services Advisors Inc. 786,810 704,934 -81,876 -10.41%
Parisi Gray Wealth Management 33,167 29,733 -3,434 -10.35%
Strategic Wealth Partners Group LLC 24,737 22,185 -2,552 -10.32%
Live Oak Private Wealth LLC 7,308 6,558 -750 -10.26%
Csenge Advisory Group 6,412 5,756 -656 -10.23%
Fifth Third Bancorp 1,234,812 1,111,045 -123,767 -10.02%
First National Bank 7,113 6,408 -705 -9.91%
Canal Capital Management LLC 6,028 5,455 -573 -9.51%
BlueChip Wealth Advisors LLC 11,985 10,887 -1,098 -9.16%
BSW Wealth Partners 63,748 57,915 -5,833 -9.15%
Triangle Securities Wealth Management 8,395 7,650 -745 -8.87%
DAVENPORT & Co LLC 19,115 17,423 -1,692 -8.85%
Thomasville National Bank 10,252 9,360 -892 -8.70%
Kestra Private Wealth Services LLC 25,775 23,550 -2,225 -8.63%
Grimes & Company Inc. 64,734 59,175 -5,559 -8.59%
Bridgewater Advisors Inc. 21,961 20,104 -1,857 -8.46%
Aua Capital Management LLC 10,151 9,321 -830 -8.18%
Macroview Investment Management LLC 9,321 8,563 -758 -8.13%
PayPay Securities Corp 174 160 -14 -8.05%
Financial Synergies Wealth Advisors Inc. 92,174 84,838 -7,336 -7.96%
Dynamic Advisor Solutions LLC 17,428 16,089 -1,339 -7.68%
Indiana Trust & Investment Management CO 9,191 8,495 -696 -7.57%
Private Advisor Group LLC 100,282 92,888 -7,394 -7.37%
Lake Hills Wealth Management LLC 127,018 117,778 -9,240 -7.27%
Cobblestone Capital Advisors LLC NY 15,392 14,283 -1,109 -7.21%
Hoxton Planning & Management LLC 35,281 32,740 -2,541 -7.20%
Soundmark Wealth Management LLC 11,514 10,707 -807 -7.01%
Calton & Associates Inc. 23,682 22,022 -1,660 -7.01%
Intellectus Partners LLC 19,978 18,583 -1,395 -6.98%
Cherry Tree Wealth Management LLC 2,889 2,689 -200 -6.92%
DB Fitzpatrick & Co Inc 20,667 19,245 -1,422 -6.88%
Country Club Bank GFN 116,249 108,334 -7,915 -6.81%
Flagship Harbor Advisors LLC 28,609 26,663 -1,946 -6.80%
Palumbo Wealth Management LLC 11,160 10,405 -755 -6.77%
Commonwealth Equity Services LLC 579,853 540,598 -39,255 -6.77%
TFB Advisors LLC 6,924 6,460 -464 -6.70%
Bear Mountain Capital Inc. 25,035 23,359 -1,676 -6.69%
Richard P Slaughter Associates Inc 12,074 11,294 -780 -6.46%
Courage Miller Partners LLC 9,456 8,846 -610 -6.45%
IFG Advisors LLC 5,540 5,184 -356 -6.43%
Ballentine Partners LLC 140,967 132,034 -8,933 -6.34%
SNS Financial Group LLC 85,052 79,770 -5,282 -6.21%
Etfidea LLC 10,122 9,510 -612 -6.05%
Abacus Planning Group Inc. 62,338 58,603 -3,735 -5.99%
Eagle Rock Investment Company LLC 10,184 9,580 -604 -5.93%
Bridges Investment Management Inc. 102,723 96,763 -5,960 -5.80%
Global Trust Asset Management LLC 20,539 19,350 -1,189 -5.79%
Adviser Investments LLC 180,525 170,066 -10,459 -5.79%
Franklin Parlapiano Turner & Welch LLC 17,875 16,849 -1,026 -5.74%
SOA Wealth Advisors LLC. 13,689 12,932 -757 -5.53%
AMI Investment Management Inc. 9,228 8,735 -493 -5.34%
Pinnacle Associates Ltd. 6,781 6,420 -361 -5.32%
Unionview LLC 49,385 46,868 -2,517 -5.10%
Stordahl Capital Management Inc. 10,943 10,386 -557 -5.09%
Signature Securities Group Corporation 15,956 15,152 -804 -5.04%
Rockland Trust Co. 42,794 40,649 -2,145 -5.01%
Patriot Investment Management Inc. 16,607 15,777 -830 -5.00%
DBK Financial Counsel LLC 26,501 25,237 -1,264 -4.77%
Whittier Trust Co. 126,772 120,811 -5,961 -4.70%
Geneos Wealth Management Inc. 113,635 108,365 -5,270 -4.64%
Magnus Financial Group LLC 28,794 27,460 -1,334 -4.63%
Appleton Partners Inc. MA 19,900 18,991 -909 -4.57%
Wilson & Boucher Capital Management LLC 6,300 6,020 -280 -4.44%
Raymond James Trust N.A. 75,192 71,850 -3,342 -4.44%
Stephenson National Bank & Trust 1,489 1,423 -66 -4.43%
Tobias Financial Advisors Inc. 117,234 112,085 -5,149 -4.39%
Pathway Financial Advisors LLC 39,072 37,355 -1,717 -4.39%
NBC Securities Inc. 11,589 11,083 -506 -4.37%
Valtinson Bruner Financial Planning LLC 6,408 6,132 -276 -4.31%
Security Financial Services INC. 25,189 24,122 -1,067 -4.24%
Monticello Wealth Management LLC 7,095 6,798 -297 -4.19%
Capital Investment Advisors LLC 38,848 37,219 -1,629 -4.19%
Adell Harriman & Carpenter Inc. 12,430 11,912 -518 -4.17%
Allworth Financial LP 29,996 28,757 -1,239 -4.13%
Checchi Capital Advisers LLC 412,329 395,360 -16,969 -4.12%
Halbert Hargrove Global Advisors LLC 1,545,930 1,482,485 -63,445 -4.10%
WealthBridge Investment Counsel Inc. 240,310 230,610 -9,700 -4.04%
Sowell Financial Services LLC 72,372 69,473 -2,899 -4.01%
Sonata Capital Group Inc. 25,893 24,885 -1,008 -3.89%
City Holding Co. 98,467 94,668 -3,799 -3.86%
YHB Investment Advisors Inc. 17,602 16,994 -608 -3.45%
Kowal Investment Group LLC 44,922 43,390 -1,532 -3.41%
Chapin Davis Inc. 11,972 11,602 -370 -3.09%
Stock Yards Bank & Trust Co. 311,122 301,520 -9,602 -3.09%
MCF Advisors LLC 3,856 3,740 -116 -3.01%
First United Bank Trust 3,237 3,140 -97 -3.00%
Ashton Thomas Private Wealth LLC 62,023 60,169 -1,854 -2.99%
Cypress Wealth Services LLC 5,051 4,901 -150 -2.97%
Legacy Trust 44,683 43,362 -1,321 -2.96%
OLD National Bancorp IN 19,762 19,184 -578 -2.92%
Dohj LLC 8,106 7,871 -235 -2.90%
Ascension Capital Advisors Inc. 13,335 12,953 -382 -2.86%
Berkshire Bank 7,092 6,892 -200 -2.82%
Contravisory Investment Management Inc. 12,768 12,412 -356 -2.79%
Commerce Bank 226,464 220,942 -5,522 -2.44%
Lakeridge Wealth Management LLC 11,947 11,659 -288 -2.41%
Bangor Savings Bank 335 327 -8 -2.39%
Litman Gregory Asset Management LLC 54,137 52,871 -1,266 -2.34%
NorthCrest Asset Manangement LLC 59,716 58,380 -1,336 -2.24%
Willis Johnson & Associates Inc. 175,294 171,374 -3,920 -2.24%
Rehmann Capital Advisory Group 50,861 49,746 -1,115 -2.19%
Independence Bank of Kentucky 68,765 67,290 -1,475 -2.14%
Lbmc Investment Advisors LLC 136,683 133,792 -2,891 -2.12%
Archford Capital Strategies LLC 9,847 9,652 -195 -1.98%
ERn Financial LLC 38,893 38,127 -766 -1.97%
Sunflower Bank N.A. 12,458 12,226 -232 -1.86%
Stillwater Capital Advisors LLC 6,755 6,630 -125 -1.85%
Rosenberg Matthew Hamilton 608 597 -11 -1.81%
Sage Mountain Advisors LLC 11,758 11,548 -210 -1.79%
Wealth Enhancement Advisory Services LLC 505,638 496,618 -9,020 -1.78%
First Horizon Advisors Inc. 22,972 22,566 -406 -1.77%
Apollon Wealth Management LLC 21,242 20,874 -368 -1.73%
Tsfg LLC 7,219 7,095 -124 -1.72%
Charter Trust Co. 30,944 30,411 -533 -1.72%
Fulton Bank N.A. 44,290 43,536 -754 -1.70%
CIC Wealth LLC 18,928 18,609 -319 -1.69%
Clear Creek Financial Management LLC 153,269 150,717 -2,552 -1.67%
Arbor Investment Advisors LLC 182,155 179,165 -2,990 -1.64%
True Link Financial Advisors LLC 5,731 5,642 -89 -1.55%
Taylor & Morgan Wealth Management LLC 13,661 13,451 -210 -1.54%
Cranbrook Wealth Management LLC 16,093 15,847 -246 -1.53%
Concord Wealth Partners 5,849 5,762 -87 -1.49%
Northeast Investment Management 39,534 38,954 -580 -1.47%
WASHINGTON TRUST Co 6,991 6,889 -102 -1.46%
Carmichael Hill & Associates Inc. 1,720 1,695 -25 -1.45%
RTD Financial Advisors Inc. 134,413 132,545 -1,868 -1.39%
Well Done LLC 20,235 19,959 -276 -1.36%
Bordeaux Wealth Advisors LLC 8,808 8,689 -119 -1.35%
Ironwood Financial llc 8,104 7,998 -106 -1.31%
Pure Financial Advisors Inc. 65,329 64,483 -846 -1.29%
Whittier Trust Co. of Nevada Inc. 164,406 162,280 -2,126 -1.29%
Windsor Capital Management LLC 8,696 8,593 -103 -1.18%
Capital Advisors Ltd. LLC 9,335 9,228 -107 -1.15%
Lodestar Private Asset Management LLC 13,174 13,027 -147 -1.12%
Foster Group Inc. 12,135 12,000 -135 -1.11%
Webster Bank N. A. 23,489 23,238 -251 -1.07%
Total Investment Management Inc. 1,485,853 1,470,215 -15,638 -1.05%
Mission Wealth Management LP 21,478 21,256 -222 -1.03%
Little House Capital LLC 137,876 136,486 -1,390 -1.01%
Huntington National Bank 627,042 620,689 -6,353 -1.01%
NBT Bank N A NY 95,405 94,555 -850 -0.89%
Lionsbridge Wealth Management LLC 21,561 21,371 -190 -0.88%
Hillcrest Wealth Advisors NY LLC 5,825 5,775 -50 -0.86%
Allen Mooney & Barnes Investment Advisors LLC 59,998 59,502 -496 -0.83%
Atlas Brown Inc. 41,291 40,948 -343 -0.83%
Noesis Capital Mangement Corp 20,506 20,336 -170 -0.83%
Cedar Brook Financial Partners LLC 26,424 26,211 -213 -0.81%
Baron Financial Group LLC 103,309 102,499 -810 -0.78%
JFS Wealth Advisors LLC 35,453 35,193 -260 -0.73%
AlphaMark Advisors LLC 2,637 2,618 -19 -0.72%
Procyon Private Wealth Partners LLC 19,832 19,695 -137 -0.69%
LMG Wealth Partners LLC 8,050 7,996 -54 -0.67%
Sequoia Financial Advisors LLC 35,761 35,526 -235 -0.66%
STA Wealth Management LLC 25,955 25,799 -156 -0.60%
Brown Advisory Inc. 91,643 91,123 -520 -0.57%
Chicago Partners Investment Group LLC 60,119 59,790 -329 -0.55%
Colorado Capital Management Inc. 33,082 32,935 -147 -0.44%
Elevated Capital Advisors LLC 5,589 5,565 -24 -0.43%
Schoolcraft Capital LLC 51,176 50,959 -217 -0.42%
Affiance Financial LLC 28,200 28,082 -118 -0.42%
Salem Investment Counselors Inc. 16,180 16,113 -67 -0.41%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 16,627 16,560 -67 -0.40%
Acropolis Investment Management LLC 14,172 14,116 -56 -0.40%
Amarillo National Bank 520,287 518,188 -2,099 -0.40%
Team Hewins LLC 161,930 161,376 -554 -0.34%
HT Partners LLC 383,702 382,633 -1,069 -0.28%
Foster & Motley Inc. 56,027 55,882 -145 -0.26%
Activest Wealth Management 459 458 -1 -0.22%
Private Wealth Management Group LLC 5,072 5,062 -10 -0.20%
Meridian Wealth Management LLC 62,964 62,848 -116 -0.18%
Burns J W & Co. Inc. NY 5,096 5,088 -8 -0.16%
ShoreHaven Wealth Partners LLC 13,421 13,407 -14 -0.10%
Financial Insights Inc. 10,028 10,018 -10 -0.10%
Resonant Capital Advisors LLC 13,474 13,473 -1 -0.01%
Levin Easterly Partners LLC 14,802 14,801 -1 -0.01%
E&G Advisors LP 18,196 18,194 -2 -0.01%
Fiera Capital Corp 84,943 84,938 -5 -0.01%
Crescent Grove Advisors LLC 25,990 25,989 -1 -0.00%
13F Filers Exiting EEM
Cooksen Wealth LLC 4 0 -4 -100.00%
BKM Wealth Management LLC 2,334 0 -2,334 -100.00%
Power Wealth Management LLC 6,687 0 -6,687 -100.00%
Sapient Capital LLC 5,283 0 -5,283 -100.00%
O Connor Financial Group LLC 18,646 0 -18,646 -100.00%
DDFG Inc 5,051 0 -5,051 -100.00%
New England Capital Financial Advisors LLC 64 0 -64 -100.00%
Drive Wealth Management LLC 8,492 0 -8,492 -100.00%
Bricktown Capital LLC 18,830 0 -18,830 -100.00%
Granite Bay Wealth Management LLC 80,300 0 -80,300 -100.00%
Byrne Asset Management LLC 225 0 -225 -100.00%
Life Planning Partners Inc 358 0 -358 -100.00%
Level Financial Advisors Inc. 84 0 -84 -100.00%
Planned Solutions Inc. 2,738 0 -2,738 -100.00%
Tennessee Valley Asset Management Partners 13,282 0 -13,282 -100.00%
Arkadios Wealth Advisors 5,861 0 -5,861 -100.00%
Relyea Zuckerberg Hanson LLC 8,932 0 -8,932 -100.00%
Sierra Capital LLC 26,594 0 -26,594 -100.00%
Private Capital Management LLC 7,236 0 -7,236 -100.00%
MA Private Wealth 6,229 0 -6,229 -100.00%
RVW Wealth LLC 6,223 0 -6,223 -100.00%
Dougherty Wealth Advisers LLC 36,955 0 -36,955 -100.00%
FNY Investment Advisers LLC 1,000 0 -1,000 -100.00%
APCM Wealth Management for Individuals 1,100 0 -1,100 -100.00%
Vigilare Wealth Management 7,600 0 -7,600 -100.00%
Perennial Advisors LLC 10,503 0 -10,503 -100.00%
Legacy Bridge LLC 17,537 0 -17,537 -100.00%
MEMBERS Trust Co 7,165 0 -7,165 -100.00%
Brookstone Capital Management 5,189 0 -5,189 -100.00%
JJJ Advisors Inc. 40 0 -40 -100.00%
Riverview Trust Co 11,662 0 -11,662 -100.00%
Saxony Capital Management LLC 14,823 0 -14,823 -100.00%
Simplex Trading LLC 340,959 0 -340,959 -100.00%
Alaska Permanent Capital Management 4,096 0 -4,096 -100.00%
Twele Capital Management Inc. 5,632 0 -5,632 -100.00%
Meitav Dash Investments Ltd. 1,060,154 0 -1,060,154 -100.00%
GSA Capital Partners LLP 11,597 0 -11,597 -100.00%
Covenant Partners LLC 4,777 0 -4,777 -100.00%
American National Bank 5,018 0 -5,018 -100.00%
Strategy Asset Managers LLC 5,653 0 -5,653 -100.00%
Bourgeon Capital Management LLC 375 0 -375 -100.00%
Mitchell Sinkler & Starr PA 1,303 0 -1,303 -100.00%
Tompkins Financial Corp 198 0 -198 -100.00%
Moody Lynn & Lieberson LLC 5,176 0 -5,176 -100.00%
Barrett & Company Inc. 27 0 -27 -100.00%
Townsend Asset Management Corp NC ADV 85 0 -85 -100.00%

See Summary: Institutional Holders of EEM
See Details: Top 10 Hedge Funds Holding EEM

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