EMXF — Institutionelle Eigentümer (13F)

66 Einreicher · $62.7M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
SEI INVESTMENTS CO $12.663.264 218.541 20,18% Aktien
BAILARD, INC. $7.729.591 133.396 12,32% Aktien
Invera Wealth Advisors, LLC $5.736.467 98.999 9,14% Aktien
Values Added Financial LLC $5.377.871 92.810 8,57% Aktien
RWA WEALTH PARTNERS, LLC $3.439.183 59.353 5,48% Aktien
Balanced Rock Investment Advisors LLC $2.400.101 41.421 3,83% Aktien
Atlantic Private Wealth, LLC $1.736.351 29.966 2,77% Aktien
Robertson Stephens Wealth Management, LLC $1.706.298 29.447 2,72% Aktien
Walkner Condon Financial Advisors LLC $1.430.597 24.689 2,28% Aktien
Plum Street Advisors, LLC $1.390.847 24.003 2,22% Aktien
LAZARD ASSET MANAGEMENT LLC $1.257.168 21.696 2,00% Aktien
Creative Planning $1.243.331 21.457 1,98% Aktien
SageView Advisory Group, LLC $1.158.212 19.988 1,85% Aktien
ROYAL BANK OF CANADA $984.000 16.964 1,57% Aktien
OSAIC HOLDINGS, INC. $970.344 16.746 1,55% Aktien
Beacon Pointe Advisors, LLC $835.876 14.425 1,33% Aktien
Pathstone Holdings, LLC $750.152 12.946 1,20% Aktien
GOULD ASSET MANAGEMENT LLC /CA/ $727.206 12.550 1,16% Aktien
MML INVESTORS SERVICES, LLC $611.554 10.554 0,97% Aktien
Ally Invest Advisors Inc. $608.281 10.498 0,97% Aktien
Stratos Wealth Partners, LTD. $585.912 10.111 0,93% Aktien
BROWN ADVISORY INC $580.374 10.016 0,92% Aktien
MAI Capital Management $573.389 9.895 0,91% Aktien
Haverford Trust Co $571.103 9.856 0,91% Aktien
Congress Wealth Management LLC / DE / $510.909 11.916 0,81% Aktien
LPL Financial LLC $491.950 8.490 0,78% Aktien
SUMMIT WEALTH GROUP LLC / CO $441.597 7.621 0,70% Aktien
Cambridge Financial Group, LLC $413.262 7.132 0,66% Aktien
Abacus Planning Group, Inc. $388.751 6.709 0,62% Aktien
Asset Dedication, LLC $379.654 6.552 0,61% Aktien
Modern Wealth Management, LLC $347.542 5.998 0,55% Aktien
Wade Financial Advisory, Inc $329.357 8.613 0,52% Aktien
Savant Capital, LLC $301.953 5.218 0,48% Aktien
DIVERSIFIED TRUST CO $294.359 5.080 0,47% Aktien
Main Street Financial Solutions, LLC $291.595 5.032 0,46% Aktien
KWB Wealth $279.562 6.008 0,45% Aktien
Cetera Investment Advisers $278.830 4.812 0,44% Aktien
ENVESTNET ASSET MANAGEMENT INC $263.491 4.547 0,42% Aktien
Fortis Capital Advisors, LLC $239.196 4.128 0,38% Aktien
MCCARTER PRIVATE WEALTH SERVICES LLC $239.196 4.128 0,38% Aktien
Belpointe Asset Management LLC $239.196 4.128 0,38% Aktien
Stewardship Advisors, LLC $231.141 3.989 0,37% Aktien
Optas, LLC $224.060 3.867 0,36% Aktien
Financially in Tune, LLC $219.114 4.580 0,35% Aktien
Parkworth Wealth Management, Inc. $212.270 4.951 0,34% Aktien
Biltmore Family Office, LLC $166.707 2.877 0,27% Aktien
NBT BANK, N.A. $148.164 2.557 0,24% Aktien
Steward Partners Investment Advisory, LLC $125.624 2.168 0,20% Aktien
RAELIPSKIE PARTNERSHIP $125.103 2.159 0,20% Aktien
Smartleaf Asset Management LLC $71.733 1.254 0,11% Aktien
IMA Advisory Services, Inc. $67.223 1.160 0,11% Aktien
Longview Financial Advisors LLC $67.158 1.159 0,11% Aktien
ASSETMARK, INC $66.942 1.171 0,11% Aktien
IFG Advisory, LLC $55.627 960 0,09% Aktien
FIDUCIARY FINANCIAL ADVISORS $43.520 751 0,07% Aktien
Farther Finance Advisors, LLC $37.374 645 0,06% Aktien
MATHER GROUP, LLC. $27.234 470 0,04% Aktien
Timmons Wealth Management, LLC $26.896 464 0,04% Aktien
Triumph Capital Management $6.664 115 0,01% Aktien
FMR LLC $6.401 110 0,01% Aktien
Aptus Capital Advisors, LLC $5.505 95 0,01% Aktien
JPMORGAN CHASE & CO $3.890 68 0,01% Aktien
WOLFF WIESE MAGANA LLC $2.666 46 0,00% Aktien
BIRCHBROOK, INC. $2.492 43 0,00% Aktien
Federation des caisses Desjardins du Quebec $1.738 30 0,00% Aktien
WELLS FARGO & COMPANY/MN $46 1 0,00% Aktien