EMXF(EMXF)
EMXF
Institutional Ownership
Top 68 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SEI INVESTMENTS CO | 229.38K | Mar 31, 26 | +5.52K | 8.10% |
| BAILARD, INC. | 126.52K | Mar 31, 26 | +14.12K | 4.47% |
| Invera Wealth Advisors, LLC | 106.78K | Mar 31, 26 | +763 | 3.77% |
| Values Added Financial LLC | 87.38K | Mar 31, 26 | +7.20K | 3.09% |
| Adviser Investments LLC | 59.23K | Mar 31, 26 | -673 | 2.09% |
| Balanced Rock Investment Advisor | 43.75K | Mar 31, 26 | -1.14K | 1.54% |
| Atlantic Private Wealth, LLC | 33.78K | Mar 31, 26 | -114 | 1.19% |
| Robertson Stephens Wealth Management, LLC | 30.77K | Mar 31, 26 | +13.94K | 1.09% |
| Strategic Financial Planning, Inc. | 26.49K | Mar 31, 26 | +26.49K | 0.94% |
| Walkner Condon Financial Advisors LLC | 25.11K | Mar 31, 26 | -368 | 0.89% |
| Plum Street Advisors, LLC | 23.41K | Mar 31, 26 | -657 | 0.83% |
| LAZARD ASSET MANAGEMENT LLC | 21.70K | Mar 31, 26 | -- | 0.77% |
| Creative Planning | 21.33K | Mar 31, 26 | +21.33K | 0.75% |
| ROYAL BANK OF CANADA | 15.43K | Mar 31, 26 | -1.25K | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 15.35K | Mar 31, 26 | +495 | 0.54% |
| Pathstone Holdings, LLC | 12.79K | Mar 31, 26 | +3.95K | 0.45% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 12.55K | Mar 31, 26 | -475 | 0.44% |
| Beacon Pointe Advisors, LLC | 10.69K | Mar 31, 26 | +1.40K | 0.38% |
| Ally Invest Advisors Inc. | 10.31K | Mar 31, 26 | -330 | 0.36% |
| Haverford Trust Co | 9.86K | Mar 31, 26 | -- | 0.35% |
| MAI Capital Management | 9.60K | Mar 31, 26 | +1.26K | 0.34% |
| Stratos Wealth Partners, LTD. | 9.26K | Mar 31, 26 | -278 | 0.33% |
| Optas, LLC | 8.89K | Mar 31, 26 | +3.62K | 0.31% |
| MML INVESTORS SERVICES, LLC | 8.78K | Mar 31, 26 | -4.05K | 0.31% |
| SUMMIT WEALTH GROUP LLC / CO | 8.26K | Mar 31, 26 | -104 | 0.29% |
| Modern Wealth Management, LLC | 7.91K | Mar 31, 26 | -- | 0.28% |
| Abacus Planning Group, Inc. | 7.06K | Mar 31, 26 | -- | 0.25% |
| Belpointe Asset Management LLC | 6.72K | Mar 31, 26 | +6.72K | 0.24% |
| Fortis Capital Advisors, LLC | 6.72K | Mar 31, 26 | +6.72K | 0.24% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 6.72K | Mar 31, 26 | +1.25K | 0.24% |
| Asset Dedication, LLC | 6.55K | Mar 31, 26 | -- | 0.23% |
| KWB Wealth | 6.01K | Mar 31, 26 | -381 | 0.21% |
| LPL Financial LLC | 5.35K | Mar 31, 26 | +5.35K | 0.19% |
| Diversified Trust Co | 5.08K | Mar 31, 26 | -- | 0.18% |
| Cetera Investment Advisers | 5.07K | Mar 31, 26 | -259 | 0.18% |
| Savant Capital, LLC | 4.84K | Mar 31, 26 | -- | 0.17% |
| Stewardship Advisors, LLC | 4.34K | Mar 31, 26 | +8 | 0.15% |
| Biltmore Family Office, LLC | 2.88K | Mar 31, 26 | -- | 0.10% |
| NBT BANK N A /NY | 2.57K | Mar 31, 26 | -- | 0.09% |
| Steward Partners Investment Advisory, LLC | 2.17K | Mar 31, 26 | -- | 0.08% |
| RAELIPSKIE PARTNERSHIP | 2.16K | Mar 31, 26 | -- | 0.08% |
| Longview Financial Advisors LLC | 1.91K | Mar 31, 26 | -22 | 0.07% |
| Smartleaf Asset Management LLC | 1.25K | Mar 31, 26 | -- | 0.04% |
| Farther Finance Advisors, LLC | 210 | Mar 31, 26 | -- | 0.01% |
| Triumph Capital Management | 115 | Mar 31, 26 | -- | 0.00% |
| FMR LLC | 112 | Mar 31, 26 | -3 | 0.00% |
| Aptus Capital Advisors, LLC | 100 | Mar 31, 26 | +25 | 0.00% |
| Advisory Services Network, LLC | 67 | Mar 31, 26 | +67 | 0.00% |
| JPMORGAN CHASE & CO | 53 | Mar 31, 26 | +53 | 0.00% |
| WOLFF WIESE MAGANA LLC | 46 | Mar 31, 26 | -- | 0.00% |
| BIRCHBROOK, INC. | 43 | Mar 31, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 30 | Mar 31, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Mar 31, 26 | -- | 0.00% |
| MORGAN STANLEY | 1 | Mar 31, 26 | -4.19K | 0.00% |
| RFG Advisory, LLC | -- | Mar 31, 26 | -7.28K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -780 | -- |
| Physician Wealth Advisors, Inc. | -- | Mar 31, 26 | -555 | -- |
| Talisman Wealth Advisors LLC | -- | Mar 31, 26 | -8.80K | -- |
| UBS Group AG | -- | Mar 31, 26 | -33 | -- |
| SageView Advisory Group, LLC | 20.06K | Dec 31, 25 | -382 | 0.71% |
| Main Street Financial Solutions, LLC | 4.74K | Dec 31, 25 | -2.40K | 0.17% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -172 | -- |
| Congress Wealth Management LLC / DE / | 11.92K | Jun 30, 25 | +1.34K | 0.42% |
| Parkworth Wealth Management, Inc. | 4.95K | Jun 30, 25 | -4 | 0.17% |
| Wade Financial Advisory, Inc | 8.61K | Mar 31, 25 | -33 | 0.30% |
| HART & PATTERSON FINANCIAL GROUP LLC | 6.77K | Dec 31, 24 | +342 | 0.24% |
| Crestone Asset Management LLC | 11.08K | Mar 31, 24 | -3.79K | 0.39% |
| Danda Trouve Investment Management, Inc. | 62 | Sep 30, 22 | -- | 0.00% |