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Get Institutions for : 
Global X Emerging Markets Etf (EMM)  
$27.46 0.13 (0.46%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 526    21
Total shares held : 
 144,257,930  
% of shares held : 
 16.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   82  
Amount of shares held : 
 9,274,638  
% of shares held change : 
   1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.28  
Last Quarter's Ending Price : 
 $26.14  
Last Quarter's Average Price : 
 $24.68  
Change from last quarter's     
avg. price to the last closing  : 
2.78 (11.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 1,679,514
 1.16%
 
Increased Positions :
225
 13,146,554
 9.11%
 
Unchanged Positions :
90
 11,397,293
 7.9%
 
Decreased Positions :
164
-4,462,415
-3.09%
 
Closed Positions :
26
-1,089,015
-0.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CREATIVE PLANNING 5 - 2024-03-31 66,205,559 $3,531,405,000 3,917,111
   Betterment LLC 14 *New 2024-03-31 14,522,420 $774,626,000 14,522,420
   LPL FINANCIAL CORP 64 - 2024-03-31 11,286,083 $602,000,000 124,311
   AlTi Global Inc. 3 - 2024-03-31 5,811,204 $309,970,000 -46,856
   VALMARK ADVISERS INC 4 - 2024-03-31 5,682,202 $303,089,000 65,310
   CWM LLC 15 - 2024-03-31 4,805,380 $256,319,000 463,113
   TIEDEMANN WEALTH MANAGEMENT, LLC 3 - 2023-09-30 5,749,413 $251,767,000 -42,626
   MORGAN STANLEY 889 - 2024-03-31 3,090,397 $164,842,000 3,082,734
   HIGHTOWER ADVISORS, LLC 102 - 2024-03-31 2,556,448 $136,296,000 3,062
   RFG Advisory Group LLC 6 - 2024-03-31 1,555,072 $82,948,000 108,178
   Bridgeworth LLC - 2023-12-31 1,678,748 $81,789,000 -1,740
   BANK OF AMERICA CORP /DE/ 1043 - 2024-03-31 1,464,223 $78,102,000 1,174,665
   Private Advisor Group LLC 36 - 2024-03-31 1,144,667 $61,056,000 949,274
   Auto-Owners Insurance Co 17 - 2024-03-31 1,040,000 $55,557,000 0
   Advisor Group Holdings Inc. 164 - 2024-03-31 1,038,920 $55,415,000 89,620
   GREAT VALLEY ADVISOR GROUP INC. 10 - 2024-03-31 904,839 $48,264,000 124,810
   Cornerstone Wealth Management LLC 3 - 2024-03-31 866,457 $46,217,000 7,094
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 206 - 2024-03-31 839,912 $44,801,000 -105,415
   Wealthcare Advisory Partners LLC 13 - 2024-03-31 717,936 $38,295,000 181,163
   WALLER FINANCIAL PLANNING GROUP INC 1 - 2024-03-31 681,428 $36,347,000 -12,090
   ENVESTNET ASSET MANAGEMENT INC 805 - 2024-03-31 671,277 $35,806,000 -40,003
   Atlas Private Wealth Advisors 1 - 2024-03-31 638,798 $34,074,000 -487,840
   WELLS FARGO & CO/MN 869 - 2024-03-31 630,392 $33,625,000 -210,554
   Peterson Wealth Advisors LLC 4 - 2024-03-31 613,808 $32,741,000 13,072
   AlphaStar Capital Management LLC 7 - 2024-03-31 571,511 $30,484,000 -4,408
   ROYAL BANK OF CANADA 925 - 2024-03-31 566,632 $30,225,000 -20,054
   BLAIR WILLIAM & CO/IL 168 - 2024-03-31 557,127 $29,717,000 35,141
   OneAscent Financial Services LLC 7 - 2024-03-31 544,499 $29,044,000 -115,548
   Good Life Advisors LLC 6 - 2024-03-31 541,329 $28,875,000 13,126
   HILLSTRUST 12 - 2024-03-31 503,830 $26,874,000 196,615
   JNBA FINANCIAL ADVISORS 9 - 2024-03-31 487,143 $25,984,000 399,011
   Global Retirement Partners LLC 17 - 2024-03-31 482,669 $25,746,000 42,779
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 187 - 2024-03-31 480,187 $25,613,000 -76,895
   HHM Wealth Advisors LLC 5 - 2024-03-31 479,578 $25,581,000 476,433
   AMERIPRISE FINANCIAL INC 1149 - 2024-03-31 475,474 $25,507,000 -103,730
   FIRST NATIONAL TRUST CO 18 *New 2024-03-31 473,564 $25,260,000 473,564
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 293 - 2024-03-31 430,463 $22,961,000 20,583
   MONTICELLO WEALTH MANAGEMENT LLC 11 - 2024-03-31 415,063 $22,139,000 168,767
   UBS Group AG 1175 - 2024-03-31 387,563 $20,673,000 -98,183
   Garrett Investment Advisors LLC 8 - 2024-03-31 384,173 $20,492,000 18,699
   Financial Strategies Group Inc. 6 - 2024-03-31 365,975 $19,283,000 -29,881
   CI Private Wealth LLC 403 - 2024-03-31 354,326 $18,885,000 15,978
   RESTON WEALTH MANAGEMENT LLC 5 - 2024-03-31 353,176 $18,838,000 -273
   FIFTH THIRD BANCORP 188 - 2024-03-31 348,311 $18,579,000 23,912
   Pinkerton Retirement Specialists LLC 11 - 2024-03-31 348,193 $18,573,000 348,193
   TLWM 9 - 2024-03-31 347,221 $18,521,000 -300
   RETIREMENT PLANNING GROUP 13 - 2024-03-31 344,750 $18,389,000 30,524
   Measured Wealth Private Client Group LLC 3 - 2024-03-31 341,426 $18,212,000 -120,274
   Equitable Holdings Inc. 93 - 2024-03-31 340,572 $18,166,000 -6,424
   MML INVESTORS SERVICES LLC 277 - 2024-03-31 323,729 $17,268,000 -474
   CAHABA WEALTH MANAGEMENT INC. 13 - 2024-03-31 306,632 $16,356,000 1,683
   Sollinda Capital Management LLC 6 - 2024-03-31 304,848 $16,261,000 72,674
   NORTH STAR ASSET MANAGEMENT INC 50 - 2024-03-31 296,029 $15,790,000 137,054
   Gerber Kawasaki Wealth & Investment Management 31 - 2024-03-31 283,558 $15,125,000 33,805
   Wealthquest Corp 16 - 2024-03-31 280,454 $14,959,000 4,424
   WARREN AVERETT ASSET MANAGEMENT, LLC 55 - 2024-03-31 276,440 $14,745,000 230,362
   ST GERMAIN D J CO INC 48 - 2024-03-31 272,809 $14,552,000 14,181
   IHT Wealth Management LLC 29 - 2024-03-31 263,679 $14,065,000 -33,247
   CITIZENS & NORTHERN CORP 4 - 2024-03-31 255,479 $13,627,000 83,056
   TOWNSQUARE CAPITAL LLC 103 - 2024-03-31 255,044 $13,604,000 32,889
   Retirement Income Solutions Inc 6 - 2024-03-31 251,100 $13,394,000 5,233
   TEXAS PERMANENT SCHOOL FUND 157 - 2024-03-31 250,717 $13,373,000 -205,843
   Financial Gravity Wealth Inc. 9 - 2024-03-31 247,014 $13,176,000 -2,659,649
   New Perspectives Inc 5 - 2024-03-31 241,106 $12,861,000 16,382
   Envestnet Portfolio Solutions Inc. 201 - 2024-03-31 224,671 $11,984,000 39,709
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 752 - 2024-03-31 209,312 $11,165,000 71,374
   MARINER WEALTH ADVISORS, LLC 484 - 2024-03-31 206,804 $11,031,000 19,911
   Advance Capital Management Inc. 13 - 2024-03-31 203,398 $10,849,000 -42,876
   Trilogy Capital Inc. 44 - 2024-03-31 201,767 $10,762,000 2,422
   First International Bank & Trust 8 - 2024-03-31 199,476 $10,640,000 -262,795
   Strategic Financial Group LLC - 2023-12-31 218,293 $10,635,000 7,316
   Orion Portfolio Solutions LLC 182 - 2024-03-31 198,805 $10,604,000 140,833
   WINDSOR CAPITAL MANAGEMENT, LLC 7 - 2024-03-31 197,632 $10,542,000 -5,714
   Geneos Wealth Management Inc. 45 - 2024-03-31 197,566 $10,538,000 -78,625
   Western Wealth Management LLC 24 - 2024-03-31 197,051 $10,511,000 -17,647
   Sontag Advisory LLC 69 - 2024-03-31 196,924 $10,504,000 -10,200
   Beacon Pointe Advisors LLC 174 - 2024-03-31 193,724 $10,333,000 1,662
   HANSON MCCLAIN, INC. 115 - 2024-03-31 192,937 $10,291,000 11,207
   WAGNER CAPITAL MANAGEMENT CORP 29 - 2024-03-31 188,365 $10,047,000 5,115
   Alta Wealth Advisors LLC 3 - 2024-03-31 187,859 $10,020,000 6,498
   Impact Partnership Wealth LLC 4 - 2024-03-31 186,143 $9,929,000 37,443
   MONETA GROUP INVESTMENT ADVISORS INC 73 - 2023-12-31 203,067 $9,893,000 -6,494
   Financial Advocates Investment Management 32 - 2024-03-31 114,731 $9,741,000 92,210
   Montz Harcus Wealth Management LLC 3 - 2024-03-31 182,448 $9,732,000 2,213
   Syntegra Private Wealth Group LLC 14 - 2024-03-31 180,609 $9,634,000 -1,181,243
   KWB Wealth 18 - 2024-03-31 176,382 $9,408,000 -45,113
   CITADEL ADVISORS LLC 1276 - 2024-03-31 173,180 $9,237,000 129,187
   Stratos Wealth Partners LTD. 138 - 2024-03-31 172,984 $9,227,000 41,434
   Cascade Financial Partners LLC 11 - 2024-03-31 181,243 $9,216,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 488 - 2024-03-31 170,234 $9,080,000 34,741
   Pachira Investments Inc. 6 - 2024-03-31 169,903 $9,063,000 -12,638
   Pathstone Holdings LLC 330 - 2024-03-31 165,106 $8,807,000 -5,121
   Capital Investment Advisory Services LLC 17 - 2024-03-31 163,083 $8,699,000 -76,539
   M HOLDINGS SECURITIES, INC. 15 - 2024-03-31 162,687 $8,678,000 -4,485
   PSI Advisors LLC 6 - 2024-03-31 162,644 $8,675,000 -15,247
   Nelson Van Denburg & Campbell Wealth Management Gr 48 - 2024-03-31 161,596 $8,620,000 33,769
   Executive Wealth Management LLC 44 - 2024-03-31 159,785 $8,472,000 111,064
   PARK AVENUE SECURITIES LLC 134 - 2024-03-31 158,338 $8,446,000 7,479
   FINANCIAL NETWORK 421 - 2024-03-31 157,576 $8,405,000 12,278
   Private Wealth Group LLC 6 - 2024-03-31 157,145 $8,382,000 6,676
  100 Records found
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