EMXF — Kurumsal Sahipler (13F)

66 dosya · $62.7M toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

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