Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Global X Emerging Markets Etf (EMM)  
$27.58 0.10 (0.35%) as of 4:30 Tue 5/21


Download
     
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  : 
2.90 (11.77%)  




 
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
   AlTi Global Inc. 3 - 2024-03-31 5,811,204 $309,970,000 -46,856
   TIEDEMANN WEALTH MANAGEMENT, LLC 3 - 2023-09-30 5,749,413 $251,767,000 -42,626
   Bridgeworth LLC - 2023-12-31 1,678,748 $81,789,000 -1,740
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 206 - 2024-03-31 839,912 $44,801,000 -105,415
   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
   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
   OneAscent Financial Services LLC 7 - 2024-03-31 544,499 $29,044,000 -115,548
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 187 - 2024-03-31 480,187 $25,613,000 -76,895
   AMERIPRISE FINANCIAL INC 1149 - 2024-03-31 475,474 $25,507,000 -103,730
   UBS Group AG 1175 - 2024-03-31 387,563 $20,673,000 -98,183
   Financial Strategies Group Inc. 6 - 2024-03-31 365,975 $19,283,000 -29,881
   RESTON WEALTH MANAGEMENT LLC 5 - 2024-03-31 353,176 $18,838,000 -273
   TLWM 9 - 2024-03-31 347,221 $18,521,000 -300
   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
   IHT Wealth Management LLC 29 - 2024-03-31 263,679 $14,065,000 -33,247
   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
   Advance Capital Management Inc. 13 - 2024-03-31 203,398 $10,849,000 -42,876
   First International Bank & Trust 8 - 2024-03-31 199,476 $10,640,000 -262,795
   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
   MONETA GROUP INVESTMENT ADVISORS INC 73 - 2023-12-31 203,067 $9,893,000 -6,494
   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
   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
   Symphony Financial Ltd. Co. 13 - 2024-03-31 155,971 $8,320,000 -922
   Integrated Wealth Concepts LLC 205 - 2024-03-31 138,898 $7,409,000 -7,795
   WRAPMANAGER INC 10 - 2024-03-31 137,883 $7,355,000 -16,131
   Resources Investment Advisors Inc. 168 - 2024-03-31 131,590 $7,019,000 -2,974
   NORTHERN TRUST CORP 2308 - 2024-03-31 121,641 $6,488,000 -5,716
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 19 - 2024-03-31 119,777 $6,389,000 -94,621
   Vivaldi Capital Management LLC 13 - 2024-03-31 110,288 $5,792,000 -1,068
   Leicht Financial Planning & Wealth Management Inc. 10 - 2024-03-31 104,338 $5,565,000 -7,927
   Private Advisor Group LLC 447 - 2024-03-31 191,084 $5,227,000 -4,309
   Bensler LLC 44 - 2024-03-31 92,262 $4,921,000 -511
   GOLDMAN SACHS GROUP INC/ 2576 - 2024-03-31 90,488 $4,827,000 -78,070
   IFG Advisory LLC 87 - 2024-03-31 87,349 $4,659,000 -16,594
   Resonant Capital Advisors LLC 54 - 2024-03-31 85,737 $4,573,000 -669
   Anfield Capital Management LLC 14 - 2024-03-31 85,121 $4,540,000 -74,347
   COLONY GROUP, LLC 342 - 2024-03-31 82,194 $4,384,000 -1,366
   HPM Partners LLC 680 - 2024-03-31 81,497 $4,347,000 -1,926
   MODERA WEALTH MANAGEMENT, LLC 176 - 2024-03-31 77,009 $4,108,000 -2,304
   PURE FINANCIAL ADVISORS, INC. 82 - 2024-03-31 71,974 $3,839,000 -1,757
   FLAGSHIP HARBOR ADVISORS LLC 91 - 2024-03-31 71,398 $3,808,000 -41,279
   COLONY GROUP LLC 249 - 2023-09-30 83,560 $3,659,000 -1,042
   VISTA INVESTMENT MANAGEMENT 16 - 2024-03-31 66,908 $3,569,000 -320
   Moisand Fitzgerald Tamayo LLC 26 - 2024-03-31 63,234 $3,373,000 -22,355
   Annapolis Financial Services LLC 33 - 2024-03-31 62,720 $3,345,000 -919
   PARSEC FINANCIAL MANAGEMENT, INC. 113 - 2023-03-31 71,316 $3,134,000 -2,941
   Vertex Planning Partners LLC 20 - 2024-03-31 57,987 $3,093,000 -955
   Strategic Financial Concepts LLC 38 - 2024-03-31 57,650 $3,075,000 -9,003
   PROVENCE WEALTH MANAGEMENT GROUP 16 - 2023-12-31 60,658 $2,955,000 -136
   Scarborough Advisors LLC 20 - 2024-03-31 55,071 $2,937,000 -748
   CAPTRUST FINANCIAL ADVISORS 662 - 2024-03-31 55,017 $2,935,000 -1,969
   Destiny Capital Corp/CO 14 - 2024-03-31 54,749 $2,920,000 -2,375
   Brio Consultants LLC 38 - 2024-03-31 54,643 $2,915,000 -1,699
   NovaPoint Capital LLC 40 - 2024-03-31 54,603 $2,912,000 -12,813
   AYRSHIRE ASSOCIATES INC 32 - 2024-03-31 54,551 $2,910,000 -1,635
   Hibernia Wealth Partners LLC 11 - 2024-03-31 54,424 $2,903,000 -4,672
   Aspire Private Capital LLC 29 - 2024-03-31 54,226 $2,892,000 -13,563
   Kohmann Bosshard Financial Services LLC 41 - 2024-03-31 53,649 $2,862,000 -1,101
   GeoWealth Management LLC 134 - 2024-03-31 53,010 $2,828,000 -6,946
   THRIVENT FINANCIAL FOR LUTHERANS 1108 - 2024-03-31 52,268 $2,788,000 -59,878
   Towercrest Capital Management 38 - 2024-03-31 48,066 $2,564,000 -1,922
   Trilogy Capital Inc. 124 - 2024-03-31 89,401 $2,446,000 -109,944
   NICOLET ADVISORY SERVICES LLC 53 - 2024-03-31 44,621 $2,351,000 -4,705
   GPS Wealth Strategies Group LLC 52 - 2024-03-31 43,153 $2,302,000 -689
   CENTAURUS FINANCIAL INC. 138 - 2024-03-31 42,894 $2,288,000 -391
   Alliance Wealth Management Group 36 - 2024-03-31 40,859 $2,179,000 -1,816
   SOL CAPITAL MANAGEMENT CO 105 - 2024-03-31 40,730 $2,173,000 -2,755
   JSF Financial LLC 26 - 2024-03-31 40,712 $2,172,000 -1,158
   Larson Financial Group LLC 114 - 2024-03-31 39,610 $2,113,000 -1,250
   Quadcap Wealth Management LLC 46 - 2024-03-31 38,985 $2,079,000 -3,515
   Prairie Sky Financial Group LLC 17 - 2024-03-31 38,737 $2,066,000 -4,617
   Crescent Grove Advisors LLC 72 - 2024-03-31 38,218 $2,039,000 -382
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 429 - 2024-03-31 37,039 $1,976,000 -4,707
   HARBOUR INVESTMENTS INC. 231 - 2023-12-31 40,315 $1,964,000 -1,332
   Kelman-Lazarov Inc. 35 - 2024-03-31 34,898 $1,861,000 -548
   PAX Financial Group LLC 58 - 2024-03-31 31,385 $1,674,000 -2,811
   Pine Valley Investments Ltd Liability Co 169 - 2024-03-31 31,047 $1,656,000 -2,518
   AE Wealth Management LLC 550 - 2024-03-31 28,515 $1,521,000 -437,200
   WATERSHED PRIVATE WEALTH LLC 34 - 2024-03-31 27,315 $1,457,000 -24,352
   Change Path LLC 291 - 2024-03-31 27,309 $1,456,000 -9,685
   MCKINLEY CARTER WEALTH SERVICES, INC. 143 - 2024-03-31 25,999 $1,387,000 -397
   Econ Financial Services Corp 36 - 2024-03-31 25,798 $1,376,000 -3,528
   Fingerlakes Wealth Management Inc. 27 - 2024-03-31 25,531 $1,362,000 -70
   Gateway Wealth Partners LLC 59 - 2024-03-31 24,811 $1,323,000 -16,890
   H D Vest Advisory Services 656 - 2024-03-31 24,685 $1,317,000 -34

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results