 |
|
|
This page summarizes the EMB 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 EMB 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EMB Share Count |
|---|
| Newbridge Financial Services Group Inc. |
3 |
397 |
+394 |
+13133.33% |
| Salomon & Ludwin LLC |
6 |
532 |
+526 |
+8766.67% |
| Tsfg LLC |
105 |
6,129 |
+6,024 |
+5737.14% |
| JFS Wealth Advisors LLC |
126 |
595 |
+469 |
+372.22% |
| Signaturefd LLC |
9 |
27 |
+18 |
+200.00% |
| Simplicity Wealth LLC |
4,978 |
13,875 |
+8,897 |
+178.73% |
| LGT Financial Advisors LLC |
236 |
556 |
+320 |
+135.59% |
| True Vision MN LLC |
5,308 |
11,729 |
+6,421 |
+120.97% |
| American Capital Advisory LLC |
70 |
152 |
+82 |
+117.14% |
| Unique Wealth Strategies LLC |
3,881 |
8,207 |
+4,326 |
+111.47% |
| Stairway Partners LLC |
115,615 |
239,096 |
+123,481 |
+106.80% |
| Austin Private Wealth LLC |
13,705 |
27,011 |
+13,306 |
+97.09% |
| Private Trust Co. NA |
1,079 |
2,087 |
+1,008 |
+93.42% |
| FinTrust Capital Advisors LLC |
467 |
890 |
+423 |
+90.58% |
| Clear Creek Financial Management LLC |
8,526 |
15,915 |
+7,389 |
+86.66% |
| Aspire Private Capital LLC |
987 |
1,818 |
+831 |
+84.19% |
| Cardinal Strategic Wealth Guidance |
14,059 |
25,777 |
+11,718 |
+83.35% |
| Bay Harbor Wealth Management LLC |
7,813 |
14,238 |
+6,425 |
+82.23% |
| Transcend Wealth Collective LLC |
2,398 |
4,325 |
+1,927 |
+80.36% |
| One Wealth Advisors LLC |
11,257 |
19,635 |
+8,378 |
+74.42% |
| Greystone Financial Group LLC |
130,219 |
225,406 |
+95,187 |
+73.10% |
| Harbor Investment Advisory LLC |
31 |
53 |
+22 |
+70.97% |
| Park Avenue Securities LLC |
143,715 |
244,507 |
+100,792 |
+70.13% |
| Ronald Blue Trust Inc. |
15,649 |
26,126 |
+10,477 |
+66.95% |
| Mayflower Financial Advisors LLC |
4,047 |
6,702 |
+2,655 |
+65.60% |
| Hoxton Planning & Management LLC |
3,966 |
6,566 |
+2,600 |
+65.56% |
| ShoreHaven Wealth Partners LLC |
7,557 |
12,495 |
+4,938 |
+65.34% |
| Strategic Blueprint LLC |
19,422 |
31,440 |
+12,018 |
+61.88% |
| TRUE Private Wealth Advisors |
2,667 |
4,239 |
+1,572 |
+58.94% |
| JB Capital LLC |
40,162 |
63,336 |
+23,174 |
+57.70% |
| Horst & Graben Wealth Management LLC |
42,384 |
66,769 |
+24,385 |
+57.53% |
| Glassman Wealth Services |
31 |
48 |
+17 |
+54.84% |
| Centurion Wealth Management LLC |
6,988 |
10,614 |
+3,626 |
+51.89% |
| Cyndeo Wealth Partners LLC |
4,685 |
7,097 |
+2,412 |
+51.48% |
| Guidance Capital Inc. |
13,996 |
20,952 |
+6,956 |
+49.70% |
| WealthShield Partners LLC |
7,951 |
11,886 |
+3,935 |
+49.49% |
| Manning & Napier Group LLC |
8,087 |
11,966 |
+3,879 |
+47.97% |
| Macroview Investment Management LLC |
409 |
604 |
+195 |
+47.68% |
| Braun Bostich & Associates Inc. |
7,065 |
10,361 |
+3,296 |
+46.65% |
| Inscription Capital LLC |
31,934 |
45,812 |
+13,878 |
+43.46% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
5,571 |
7,889 |
+2,318 |
+41.61% |
| Vicus Capital |
10,353 |
14,454 |
+4,101 |
+39.61% |
| Patriot Financial Group Insurance Agency LLC |
3,746 |
5,142 |
+1,396 |
+37.27% |
| Stratos Wealth Partners LTD. |
7,929 |
10,600 |
+2,671 |
+33.69% |
| Solstein Capital LLC |
1,733 |
2,309 |
+576 |
+33.24% |
| Steel Peak Wealth Management LLC |
31,223 |
41,266 |
+10,043 |
+32.17% |
| Liberty Wealth Management LLC |
16,690 |
21,986 |
+5,296 |
+31.73% |
| Fifth Third Securities Inc. |
22,076 |
29,036 |
+6,960 |
+31.53% |
| Advocacy Wealth Management Services LLC |
47,974 |
63,079 |
+15,105 |
+31.49% |
| Brookstone Capital Management |
18,827 |
24,721 |
+5,894 |
+31.31% |
| Parkside Financial Bank & Trust |
1,677 |
2,173 |
+496 |
+29.58% |
| Sound Income Strategies LLC |
244 |
311 |
+67 |
+27.46% |
| Cypress Wealth Services LLC |
9,293 |
11,811 |
+2,518 |
+27.10% |
| Jmac Enterprises LLC |
33,517 |
42,554 |
+9,037 |
+26.96% |
| FFG Retirement Advisors LLC |
9,526 |
12,014 |
+2,488 |
+26.12% |
| Benjamin F. Edwards & Company Inc. |
789 |
994 |
+205 |
+25.98% |
| Apella Capital LLC |
50,121 |
62,473 |
+12,352 |
+24.64% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
168,199 |
205,692 |
+37,493 |
+22.29% |
| Lincoln National Corp |
16,109 |
19,676 |
+3,567 |
+22.14% |
| Glass Jacobson Investment Advisors llc |
2,112 |
2,577 |
+465 |
+22.02% |
| Derbend Asset Management |
4,258 |
5,190 |
+932 |
+21.89% |
| Beacon Bridge Wealth Partners LLC |
5,104 |
6,216 |
+1,112 |
+21.79% |
| Signal Advisors Wealth LLC |
5,182 |
6,311 |
+1,129 |
+21.79% |
| Pettinga Financial Advisors LLC |
12,967 |
15,559 |
+2,592 |
+19.99% |
| Sugarloaf Wealth Management LLC |
4,220 |
5,047 |
+827 |
+19.60% |
| Berger Financial Group Inc |
43,229 |
51,584 |
+8,355 |
+19.33% |
| Checchi Capital Advisers LLC |
178,787 |
211,800 |
+33,013 |
+18.46% |
| J.W. Cole Advisors Inc. |
2,476 |
2,890 |
+414 |
+16.72% |
| Colton Groome Financial Advisors LLC |
24,027 |
27,813 |
+3,786 |
+15.76% |
| Hexagon Capital Partners LLC |
10,954 |
12,652 |
+1,698 |
+15.50% |
| Q3 Asset Management |
42,581 |
48,684 |
+6,103 |
+14.33% |
| RFG Advisory LLC |
20,623 |
23,565 |
+2,942 |
+14.27% |
| Plan Group Financial LLC |
43,367 |
49,100 |
+5,733 |
+13.22% |
| Forthright Family Wealth Advisory LLC |
6,468 |
7,287 |
+819 |
+12.66% |
| Thompson Investment Management Inc. |
106 |
119 |
+13 |
+12.26% |
| Sterling Investment Counsel LLC |
2,695 |
3,025 |
+330 |
+12.24% |
| Mutual Advisors LLC |
8,171 |
9,160 |
+989 |
+12.10% |
| First United Bank Trust |
432 |
484 |
+52 |
+12.04% |
| CENTRAL TRUST Co |
21,662 |
24,206 |
+2,544 |
+11.74% |
| Richardson Financial Services Inc. |
8,159 |
9,109 |
+950 |
+11.64% |
| HF Advisory Group LLC |
2,986 |
3,324 |
+338 |
+11.32% |
| Capital Investment Advisory Services LLC |
110 |
122 |
+12 |
+10.91% |
| Sharkey Howes & Javer |
23,108 |
25,609 |
+2,501 |
+10.82% |
| STA Wealth Management LLC |
3,042 |
3,354 |
+312 |
+10.26% |
| OxenFree Capital LLC |
7,697 |
8,443 |
+746 |
+9.69% |
| Verdence Capital Advisors LLC |
27,716 |
30,342 |
+2,626 |
+9.47% |
| Csenge Advisory Group |
16,060 |
17,569 |
+1,509 |
+9.40% |
| Aletheian Wealth Advisors LLC |
10,032 |
10,972 |
+940 |
+9.37% |
| Saxony Capital Management LLC |
25,989 |
28,399 |
+2,410 |
+9.27% |
| Montecito Bank & Trust |
4,081 |
4,459 |
+378 |
+9.26% |
| BlueSky Wealth Advisors LLC |
45,552 |
49,567 |
+4,015 |
+8.81% |
| Rosenberg Matthew Hamilton |
7,719 |
8,388 |
+669 |
+8.67% |
| First Horizon Advisors Inc. |
7,504 |
8,150 |
+646 |
+8.61% |
| LexAurum Advisors LLC |
13,194 |
14,313 |
+1,119 |
+8.48% |
| Foster & Motley Inc. |
78,850 |
85,068 |
+6,218 |
+7.89% |
| Secure Asset Management LLC |
2,476 |
2,664 |
+188 |
+7.59% |
| 4Thought Financial Group Inc. |
5,757 |
6,193 |
+436 |
+7.57% |
| Stephenson & Company Inc. |
16,205 |
17,356 |
+1,151 |
+7.10% |
| AdvisorNet Financial Inc |
14,343 |
15,339 |
+996 |
+6.94% |
| BLB&B Advisors LLC |
133,556 |
142,566 |
+9,010 |
+6.75% |
| ONE Advisory Partners LLC |
16,163 |
17,235 |
+1,072 |
+6.63% |
| Pure Financial Advisors Inc. |
142,322 |
151,420 |
+9,098 |
+6.39% |
| Oak Harbor Wealth Partners LLC |
850 |
904 |
+54 |
+6.35% |
| Stock Yards Bank & Trust Co. |
5,855 |
6,221 |
+366 |
+6.25% |
| Strategic Investment Advisors MI |
110,616 |
116,991 |
+6,375 |
+5.76% |
| Worth Financial Advisory Group LLC |
7,781 |
8,229 |
+448 |
+5.76% |
| Principal Financial Group Inc. |
51,050 |
53,925 |
+2,875 |
+5.63% |
| Keystone Wealth Services LLC |
4,116 |
4,347 |
+231 |
+5.61% |
| BKM Wealth Management LLC |
10,074 |
10,632 |
+558 |
+5.54% |
| Commonwealth Equity Services LLC |
92,649 |
97,634 |
+4,985 |
+5.38% |
| Janney Montgomery Scott LLC |
218,923 |
229,958 |
+11,035 |
+5.04% |
| Country Trust Bank |
294,800 |
309,578 |
+14,778 |
+5.01% |
| Sowell Financial Services LLC |
14,494 |
15,193 |
+699 |
+4.82% |
| Panoramic Investment Advisors LLC |
3,149 |
3,290 |
+141 |
+4.48% |
| Venturi Wealth Management LLC |
447,460 |
466,466 |
+19,006 |
+4.25% |
| Bennett Associates Wealth Management |
34,232 |
35,554 |
+1,322 |
+3.86% |
| Wealthfront Advisers LLC |
5,350,967 |
5,555,082 |
+204,115 |
+3.81% |
| First Merchants Corp |
36,990 |
38,389 |
+1,399 |
+3.78% |
| Financial Advocates Investment Management |
33,305 |
34,565 |
+1,260 |
+3.78% |
| Cambridge Investment Research Advisors Inc. |
93,982 |
97,370 |
+3,388 |
+3.60% |
| Spire Wealth Management |
161,669 |
167,394 |
+5,725 |
+3.54% |
| Security Financial Services INC. |
8,968 |
9,273 |
+305 |
+3.40% |
| Occidental Asset Management LLC |
79,987 |
82,686 |
+2,699 |
+3.37% |
| Stonehearth Capital Management LLC |
59,273 |
61,246 |
+1,973 |
+3.33% |
| Strategy Asset Managers LLC |
2,317 |
2,390 |
+73 |
+3.15% |
| Cornerstone Wealth Group LLC |
13,910 |
14,344 |
+434 |
+3.12% |
| Larson Financial Group LLC |
8,855 |
9,126 |
+271 |
+3.06% |
| Unison Advisors LLC |
14,097 |
14,520 |
+423 |
+3.00% |
| TNF LLC |
10,891 |
11,207 |
+316 |
+2.90% |
| Cutler Investment Counsel LLC |
5,439 |
5,593 |
+154 |
+2.83% |
| Wealth Enhancement Advisory Services LLC |
64,520 |
66,305 |
+1,785 |
+2.77% |
| Monument Capital Management |
78,334 |
80,492 |
+2,158 |
+2.75% |
| Asset Management One Co. Ltd. |
237,645 |
243,803 |
+6,158 |
+2.59% |
| Omega Financial Group LLC |
76,616 |
78,268 |
+1,652 |
+2.16% |
| Insight Wealth Strategies LLC |
37,276 |
38,021 |
+745 |
+2.00% |
| VCI Wealth Management LLC |
2,279 |
2,317 |
+38 |
+1.67% |
| Alliance Wealth Management Group |
102,660 |
104,166 |
+1,506 |
+1.47% |
| Klaas Financial Asset Advisors LLC |
9,389 |
9,523 |
+134 |
+1.43% |
| Versant Capital Management Inc |
32,841 |
33,297 |
+456 |
+1.39% |
| Raymond James & Associates |
1,277,113 |
1,294,752 |
+17,639 |
+1.38% |
| BOK Financial Private Wealth Inc. |
156 |
158 |
+2 |
+1.28% |
| Central Bank & Trust Co. |
36,674 |
37,137 |
+463 |
+1.26% |
| City State Bank |
10,645 |
10,771 |
+126 |
+1.18% |
| Future Financial Wealth Managment LLC |
13,255 |
13,402 |
+147 |
+1.11% |
| Cliftonlarsonallen Wealth Advisors LLC |
20,256 |
20,465 |
+209 |
+1.03% |
| Quad Cities Investment Group LLC |
2,346 |
2,369 |
+23 |
+0.98% |
| Dravo Bay LLC |
4,090 |
4,130 |
+40 |
+0.98% |
| Rinkey Investments |
90,898 |
91,758 |
+860 |
+0.95% |
| Barrett & Company Inc. |
1,016 |
1,025 |
+9 |
+0.89% |
| Red Tortoise LLC |
2,658 |
2,681 |
+23 |
+0.87% |
| Arcus Capital Partners LLC |
7,122 |
7,183 |
+61 |
+0.86% |
| Silicon Valley Capital Partners |
162 |
163 |
+1 |
+0.62% |
| Cherry Tree Wealth Management LLC |
161 |
162 |
+1 |
+0.62% |
| Sharper & Granite LLC |
28,300 |
28,464 |
+164 |
+0.58% |
| First Hawaiian Bank |
185,502 |
186,072 |
+570 |
+0.31% |
| Pacifica Partners Inc. |
823 |
825 |
+2 |
+0.24% |
| Disciplined Investments LLC |
2,966 |
2,971 |
+5 |
+0.17% |
| Nations Financial Group Inc. IA ADV |
31,013 |
31,057 |
+44 |
+0.14% |
| 13F Filers Reporting New Positions In EMB |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
3,636 |
+3,636 |
+100% |
| Villere ST Denis J & Co. LLC |
0 |
3,219 |
+3,219 |
+100% |
| Phillips Financial Management LLC |
0 |
209 |
+209 |
+100% |
| Bangor Savings Bank |
0 |
101 |
+101 |
+100% |
| GHP Investment Advisors Inc. |
0 |
9 |
+9 |
+100% |
| Atlas Capital Advisors LLC |
0 |
90 |
+90 |
+100% |
| Sigma Planning Corp |
0 |
4,526 |
+4,526 |
+100% |
| Genus Capital Management Inc. |
0 |
39,240 |
+39,240 |
+100% |
| BTS Asset Management Inc. |
0 |
2,046 |
+2,046 |
+100% |
| Financial Management Professionals Inc. |
0 |
580 |
+580 |
+100% |
| SMI Advisory Services LLC |
0 |
72,915 |
+72,915 |
+100% |
| Trust Co |
0 |
25 |
+25 |
+100% |
| Deane Retirement Strategies Inc. |
0 |
29 |
+29 |
+100% |
| Intellectus Partners LLC |
0 |
12,648 |
+12,648 |
+100% |
| McAdam LLC |
0 |
2,575 |
+2,575 |
+100% |
| Summit Global Investments |
0 |
5,025 |
+5,025 |
+100% |
| CNB Bank |
0 |
34 |
+34 |
+100% |
| All Season Financial Advisors Inc. |
0 |
7,949 |
+7,949 |
+100% |
| Bremer Bank National Association |
0 |
3,638 |
+3,638 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
636 |
+636 |
+100% |
| LifeSteps Financial Inc. |
0 |
135 |
+135 |
+100% |
| Legacy Financial Group LLC |
0 |
10,235 |
+10,235 |
+100% |
| Iron Horse Wealth Management LLC |
0 |
1 |
+1 |
+100% |
| Clearview Wealth Advisors LLC |
0 |
3,946 |
+3,946 |
+100% |
| Peak Financial Advisors LLC |
0 |
68,509 |
+68,509 |
+100% |
| Privium Fund Management UK Ltd |
0 |
107,390 |
+107,390 |
+100% |
| Piscataqua Savings Bank |
0 |
4 |
+4 |
+100% |
| Upper Left Wealth Management LLC |
0 |
3,292 |
+3,292 |
+100% |
| Global Wealth Strategies & Associates |
0 |
7 |
+7 |
+100% |
| Sutton Place Investors LLC |
0 |
2,544 |
+2,544 |
+100% |
| Global Assets Advisory LLC |
0 |
278,586 |
+278,586 |
+100% |
| EnRich Financial Partners LLC |
0 |
119 |
+119 |
+100% |
| Norden Group LLC |
0 |
16,039 |
+16,039 |
+100% |
| WFA Asset Management Corp |
0 |
9 |
+9 |
+100% |
| BCU Wealth Advisors LLC |
0 |
3,020 |
+3,020 |
+100% |
| Twin Peaks Wealth Advisors LLC |
0 |
2,752 |
+2,752 |
+100% |
| Rakuten Securities Inc. |
0 |
1 |
+1 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
157 |
+157 |
+100% |
| GAMMA Investing LLC |
0 |
4,503 |
+4,503 |
+100% |
| Focus Financial Network Inc. |
0 |
8,804 |
+8,804 |
+100% |
| Diversify Advisory Services LLC |
0 |
10,553 |
+10,553 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
19 |
19 |
UNCH |
0.00% |
| Townsend Asset Management Corp NC ADV |
101 |
101 |
UNCH |
0.00% |
| Conning Inc. |
149,000 |
149,000 |
UNCH |
0.00% |
| UMB Bank N A MO |
2,582 |
2,582 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
244,423 |
244,423 |
UNCH |
0.00% |
| Victory Capital Management Inc. |
133,874 |
133,874 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
7 |
7 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
80 |
80 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
509 |
509 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
24 |
24 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
100 |
100 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
40 |
40 |
UNCH |
0.00% |
| Capstone Investment Advisors LLC |
1 |
1 |
UNCH |
0.00% |
| Alaska Permanent Capital Management |
625 |
625 |
UNCH |
0.00% |
| Asset Dedication LLC |
1 |
1 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
18 |
18 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
65 |
65 |
UNCH |
0.00% |
| Wolf Group Capital Advisors |
10,932 |
10,932 |
UNCH |
0.00% |
| Municipal Employees Retirement System of Michigan |
2,104,464 |
2,104,464 |
UNCH |
0.00% |
| First PREMIER Bank |
44 |
44 |
UNCH |
0.00% |
| Matisse Capital |
14,300 |
14,300 |
UNCH |
0.00% |
| Pinnacle Bank |
509 |
509 |
UNCH |
0.00% |
| Bogart Wealth LLC |
11 |
11 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
430 |
430 |
UNCH |
0.00% |
| New Potomac Partners LLC |
12,722 |
12,722 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
31 |
31 |
UNCH |
0.00% |
| West Branch Capital LLC |
440 |
440 |
UNCH |
0.00% |
| Pflug Koory LLC |
1,576 |
1,576 |
UNCH |
0.00% |
| Retirement Group LLC |
43 |
43 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
15,171 |
15,171 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
178 |
178 |
UNCH |
0.00% |
| PSI Advisors LLC |
4 |
4 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
2,606 |
2,606 |
UNCH |
0.00% |
| Avion Wealth |
89 |
89 |
UNCH |
0.00% |
| Key Financial Inc |
249 |
249 |
UNCH |
0.00% |
| TI Trust Inc. |
2,571 |
2,571 |
UNCH |
0.00% |
| Concord Wealth Partners |
8 |
8 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
39 |
39 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
135 |
135 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
500 |
500 |
UNCH |
0.00% |
| PayPay Securities Corp |
7 |
7 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
215 |
215 |
UNCH |
0.00% |
| Summa Corp. |
6,000 |
6,000 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
27 |
27 |
UNCH |
0.00% |
| North Ridge Wealth Advisors Inc. |
4,493 |
4,493 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
46 |
46 |
UNCH |
0.00% |
| PFS Partners LLC |
1,247 |
1,247 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
53 |
53 |
UNCH |
0.00% |
| Elevate Wealth Advisory Inc. |
680 |
680 |
UNCH |
0.00% |
| Planning Capital Management Corp |
43 |
43 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
587 |
587 |
UNCH |
0.00% |
| 13F Filers Decreasing EMB Share Count |
|---|
| Horizon Financial Services LLC |
30,712 |
101 |
-30,611 |
-99.67% |
| Bear Mountain Capital Inc. |
119 |
2 |
-117 |
-98.32% |
| Whittier Trust Co. |
880 |
60 |
-820 |
-93.18% |
| Whittier Trust Co. of Nevada Inc. |
248 |
18 |
-230 |
-92.74% |
| Tennessee Valley Asset Management Partners |
46,918 |
5,372 |
-41,546 |
-88.55% |
| Creative Financial Designs Inc. ADV |
17,533 |
3,014 |
-14,519 |
-82.81% |
| Activest Wealth Management |
26,522 |
5,623 |
-20,899 |
-78.80% |
| WBH Advisory Inc. |
12,849 |
2,825 |
-10,024 |
-78.01% |
| AlphaMark Advisors LLC |
2,515 |
573 |
-1,942 |
-77.22% |
| Sumitomo Life Insurance Co. |
2,550,683 |
783,005 |
-1,767,678 |
-69.30% |
| Smartleaf Asset Management LLC |
28 |
9 |
-19 |
-67.86% |
| Geneos Wealth Management Inc. |
22,827 |
7,725 |
-15,102 |
-66.16% |
| Gradient Investments LLC |
1,022 |
365 |
-657 |
-64.29% |
| BNP Paribas Arbitrage SA |
1,433,655 |
566,688 |
-866,967 |
-60.47% |
| First Citizens Bank & Trust Co. |
20,436 |
9,915 |
-10,521 |
-51.48% |
| Market Street Wealth Management Advisors LLC |
6,571 |
3,267 |
-3,304 |
-50.28% |
| GoalVest Advisory LLC |
484 |
241 |
-243 |
-50.21% |
| Dynamic Advisor Solutions LLC |
7,829 |
3,905 |
-3,924 |
-50.12% |
| Stratos Wealth Advisors LLC |
16,681 |
8,419 |
-8,262 |
-49.53% |
| Affinity Capital Advisors LLC |
9,768 |
5,218 |
-4,550 |
-46.58% |
| Sunesis Advisors LLC |
8,778 |
4,859 |
-3,919 |
-44.65% |
| NBT Bank N A NY |
560 |
311 |
-249 |
-44.46% |
| Portside Wealth Group LLC |
17,064 |
10,064 |
-7,000 |
-41.02% |
| Brand Asset Management Group Inc. |
7,065 |
4,271 |
-2,794 |
-39.55% |
| HB Wealth Management LLC |
4,254 |
2,634 |
-1,620 |
-38.08% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
17,257 |
10,730 |
-6,527 |
-37.82% |
| Sumitomo Mitsui Trust Holdings Inc. |
517,572 |
327,250 |
-190,322 |
-36.77% |
| Huntington National Bank |
2,842 |
1,818 |
-1,024 |
-36.03% |
| Fifth Third Bancorp |
1,178 |
756 |
-422 |
-35.82% |
| Five Oceans Advisors |
7,120 |
4,582 |
-2,538 |
-35.65% |
| Monticello Wealth Management LLC |
24,035 |
15,484 |
-8,551 |
-35.58% |
| Life Planning Partners Inc |
14,492 |
9,724 |
-4,768 |
-32.90% |
| Financial Advisory Corp UT ADV |
83,922 |
57,385 |
-26,537 |
-31.62% |
| PrairieView Partners LLC |
728 |
513 |
-215 |
-29.53% |
| First Pacific Financial |
45 |
32 |
-13 |
-28.89% |
| Avenue 1 Advisors LLC |
10,134 |
7,231 |
-2,903 |
-28.65% |
| MA Private Wealth |
10,489 |
7,557 |
-2,932 |
-27.95% |
| Actinver Wealth Management Inc. |
18,409 |
13,372 |
-5,037 |
-27.36% |
| HTLF Bank |
42,977 |
31,451 |
-11,526 |
-26.82% |
| Private Ocean LLC |
637 |
477 |
-160 |
-25.12% |
| Probity Advisors Inc. |
157,665 |
120,272 |
-37,393 |
-23.72% |
| Ameliora Wealth Management Ltd. |
1,865 |
1,430 |
-435 |
-23.32% |
| Paragon Advisors LLC |
53,195 |
40,834 |
-12,361 |
-23.24% |
| City Holding Co. |
548 |
425 |
-123 |
-22.45% |
| Busey Wealth Management |
139,087 |
109,653 |
-29,434 |
-21.16% |
| EFG Asset Management Americas Corp. |
7,836 |
6,237 |
-1,599 |
-20.41% |
| International Assets Investment Management LLC |
5,488 |
4,370 |
-1,118 |
-20.37% |
| Firethorn Wealth Partners LLC |
4,750 |
3,786 |
-964 |
-20.29% |
| Private Advisor Group LLC |
20,145 |
16,492 |
-3,653 |
-18.13% |
| Friedenthal Financial |
110 |
91 |
-19 |
-17.27% |
| Park Place Capital Corp |
2,366 |
2,022 |
-344 |
-14.54% |
| Tokio Marine Asset Management Co. Ltd. |
8,300 |
7,100 |
-1,200 |
-14.46% |
| Channel Wealth LLC |
3,525 |
3,025 |
-500 |
-14.18% |
| Allworth Financial LP |
4,337 |
3,737 |
-600 |
-13.83% |
| Commerce Bank |
5,598 |
4,855 |
-743 |
-13.27% |
| Mirae Asset Global Investments Co. Ltd. |
116,085 |
101,456 |
-14,629 |
-12.60% |
| Rooted Wealth Advisors Inc. |
42,815 |
37,531 |
-5,284 |
-12.34% |
| Bank of New York Mellon Corp |
1,369,220 |
1,224,827 |
-144,393 |
-10.55% |
| Norway Savings Bank |
28,251 |
25,354 |
-2,897 |
-10.25% |
| NBC Securities Inc. |
1,217 |
1,093 |
-124 |
-10.19% |
| Crumly & Associates Inc. |
17,180 |
15,678 |
-1,502 |
-8.74% |
| Ballew Advisors Inc |
5,090 |
4,665 |
-425 |
-8.35% |
| Sage Financial Group Inc. |
16,208 |
14,916 |
-1,292 |
-7.97% |
| American Financial Advisors LLC |
24,332 |
22,399 |
-1,933 |
-7.94% |
| Rockland Trust Co. |
5,338 |
4,920 |
-418 |
-7.83% |
| Proequities Inc. |
32,737 |
30,180 |
-2,557 |
-7.81% |
| KFG Wealth Management LLC |
59,304 |
54,791 |
-4,513 |
-7.61% |
| Allspring Global Investments Holdings LLC |
14,000 |
13,000 |
-1,000 |
-7.14% |
| GenTrust LLC |
33,855 |
31,510 |
-2,345 |
-6.93% |
| Soltis Investment Advisors LLC |
3,922 |
3,661 |
-261 |
-6.65% |
| Sage Advisory Services Ltd.Co. |
5,510 |
5,167 |
-343 |
-6.23% |
| Clear Investment Research LLC |
1,370 |
1,285 |
-85 |
-6.20% |
| Integris Wealth Management LLC |
5,052 |
4,757 |
-295 |
-5.84% |
| Trust Point Inc. |
2,771 |
2,616 |
-155 |
-5.59% |
| FirstPurpose Wealth LLC |
5,563 |
5,255 |
-308 |
-5.54% |
| Rehmann Capital Advisory Group |
2,887 |
2,730 |
-157 |
-5.44% |
| Raymond James Financial Services Advisors Inc. |
137,926 |
130,471 |
-7,455 |
-5.41% |
| Patriot Investment Management Inc. |
17,298 |
16,389 |
-909 |
-5.25% |
| Householder Group Estate & Retirement Specialist LLC |
60 |
57 |
-3 |
-5.00% |
| Perigon Wealth Management LLC |
16,018 |
15,219 |
-799 |
-4.99% |
| Adviser Investments LLC |
158,349 |
150,453 |
-7,896 |
-4.99% |
| Signet Financial Management LLC |
9,521 |
9,094 |
-427 |
-4.48% |
| Lindbrook Capital LLC |
460 |
440 |
-20 |
-4.35% |
| FDx Advisors Inc. |
11,595 |
11,104 |
-491 |
-4.23% |
| Apollon Wealth Management LLC |
11,777 |
11,285 |
-492 |
-4.18% |
| TFB Advisors LLC |
13,392 |
12,883 |
-509 |
-3.80% |
| Cohen Investment Advisors LLC |
3,521 |
3,388 |
-133 |
-3.78% |
| CWM LLC |
853,754 |
821,459 |
-32,295 |
-3.78% |
| Mosley Wealth Management |
3,023 |
2,913 |
-110 |
-3.64% |
| Regions Financial Corp |
40,382 |
38,983 |
-1,399 |
-3.46% |
| Founders Financial Securities LLC |
68,219 |
65,936 |
-2,283 |
-3.35% |
| AlphaCentric Advisors LLC |
4,174 |
4,036 |
-138 |
-3.31% |
| Webster Bank N. A. |
911 |
882 |
-29 |
-3.18% |
| Murphy Middleton Hinkle & Parker Inc. |
13,072 |
12,678 |
-394 |
-3.01% |
| Kestra Private Wealth Services LLC |
4,953 |
4,808 |
-145 |
-2.93% |
| Global Retirement Partners LLC |
7,871 |
7,641 |
-230 |
-2.92% |
| Von Berge Wealth Management Group LLC |
2,558 |
2,486 |
-72 |
-2.81% |
| Defined Wealth Management LLC |
8,411 |
8,181 |
-230 |
-2.73% |
| Shore Point Advisors LLC |
19,060 |
18,545 |
-515 |
-2.70% |
| Blackhawk Capital Partners LLC. |
27,805 |
27,063 |
-742 |
-2.67% |
| RSM US Wealth Management LLC |
20,312 |
19,819 |
-493 |
-2.43% |
| Ashton Thomas Private Wealth LLC |
56,523 |
55,312 |
-1,211 |
-2.14% |
| Hanlon Investment Management Inc. |
24,576 |
24,097 |
-479 |
-1.95% |
| LFA Lugano Financial Advisors SA |
17,643 |
17,300 |
-343 |
-1.94% |
| APCM Wealth Management for Individuals |
52 |
51 |
-1 |
-1.92% |
| CKW Financial Group |
16,770 |
16,449 |
-321 |
-1.91% |
| Raymond James Trust N.A. |
11,543 |
11,335 |
-208 |
-1.80% |
| Congress Wealth Management LLC DE |
101,599 |
100,115 |
-1,484 |
-1.46% |
| Hart & Patterson Financial Group LLC |
4,015 |
3,960 |
-55 |
-1.37% |
| Apeiron RIA LLC |
8,271 |
8,181 |
-90 |
-1.09% |
| Alpha Omega Wealth Management LLC |
2,585 |
2,557 |
-28 |
-1.08% |
| Financial Sense Advisors Inc. |
13,458 |
13,321 |
-137 |
-1.02% |
| Sunbelt Securities Inc. |
3,122 |
3,091 |
-31 |
-0.99% |
| First Interstate Bank |
5,815 |
5,766 |
-49 |
-0.84% |
| Mather Group LLC. |
34,233 |
33,959 |
-274 |
-0.80% |
| Heritage Wealth Management LLC |
52,915 |
52,673 |
-242 |
-0.46% |
| 13F Filers Exiting EMB |
|---|
| DLK Investment Management LLC |
4,396 |
0 |
-4,396 |
-100.00% |
| Voisard Asset Management Group Inc. |
118 |
0 |
-118 |
-100.00% |
| Keener Financial Planning LLC |
713 |
0 |
-713 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
12 |
0 |
-12 |
-100.00% |
| RCS Financial Planning LLC |
2,369 |
0 |
-2,369 |
-100.00% |
| Fiduciary Alliance LLC |
2,526 |
0 |
-2,526 |
-100.00% |
| Fortitude Family Office LLC |
61 |
0 |
-61 |
-100.00% |
| Investment Advisory Group LLC |
3,134 |
0 |
-3,134 |
-100.00% |
| Unionview LLC |
5,202 |
0 |
-5,202 |
-100.00% |
| Eagle Strategies LLC |
2,811 |
0 |
-2,811 |
-100.00% |
| Border to Coast Pensions Partnership Ltd |
446,000 |
0 |
-446,000 |
-100.00% |
| Williams Financial LLC |
11,182 |
0 |
-11,182 |
-100.00% |
| Collective Family Office LLC |
3,200 |
0 |
-3,200 |
-100.00% |
| OneAscent Wealth Management LLC |
4,287 |
0 |
-4,287 |
-100.00% |
| Wealth Advisory Solutions LLC |
2,358 |
0 |
-2,358 |
-100.00% |
| HighMark Wealth Management LLC |
7 |
0 |
-7 |
-100.00% |
| Atticus Wealth Management LLC |
12 |
0 |
-12 |
-100.00% |
| Capital Planning LLC |
12,132 |
0 |
-12,132 |
-100.00% |
| Prestige Wealth Management Group LLC |
14 |
0 |
-14 |
-100.00% |
| Claro Advisors LLC |
7,202 |
0 |
-7,202 |
-100.00% |
| First Command Advisory Services Inc. |
5 |
0 |
-5 |
-100.00% |
| Trilogy Capital Inc. |
2,529 |
0 |
-2,529 |
-100.00% |
| Money Design Co. Ltd. |
117,832 |
0 |
-117,832 |
-100.00% |
| Symmetry Partners LLC |
84,655 |
0 |
-84,655 |
-100.00% |
| Financial Advisory Service Inc. |
59 |
0 |
-59 |
-100.00% |
| Wright Fund Managment LLC |
1,148,500 |
0 |
-1,148,500 |
-100.00% |
| West Coast Financial LLC |
2,719 |
0 |
-2,719 |
-100.00% |
| GFS Advisors LLC |
2,610 |
0 |
-2,610 |
-100.00% |
| Twele Capital Management Inc. |
116,865 |
0 |
-116,865 |
-100.00% |
| Hanson & Doremus Investment Management |
9 |
0 |
-9 |
-100.00% |
| First Financial Bank Trust Division |
2,595 |
0 |
-2,595 |
-100.00% |
| Millburn Ridgefield Corp |
224,199 |
0 |
-224,199 |
-100.00% |
| Massmutual Trust Co. FSB ADV |
39 |
0 |
-39 |
-100.00% |
| Abner Herrman & Brock LLC |
8,000 |
0 |
-8,000 |
-100.00% |
| Baldwin Brothers Inc. MA |
33 |
0 |
-33 |
-100.00% |
| Salem Investment Counselors Inc. |
1 |
0 |
-1 |
-100.00% |
| ST Germain D J Co. Inc. |
43 |
0 |
-43 |
-100.00% |
| Caldwell Sutter Capital Inc. |
47 |
0 |
-47 |
-100.00% |
See Summary: Institutional Holders of EMB
See Details: Top 10 Hedge Funds Holding EMB
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