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Funds Holding EMHY

On this page, we present all of the funds holding EMHY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EMHY, with a link to that fund's top holdings. The next columns indicate the amount of EMHY stock held by each of the funds holding EMHY, followed by the EMHY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 79 funds holding EMHY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Sound Income Strategies LLC. For more details on the positions held by Sound Income Strategies LLC (or by any of the other funds holding EMHY), click the fund name in the "Holder" column of the funds-holding-EMHY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Sound Income Strategies LLC939,141$34,138 12/31/2023
     EMHY939,141$34,138 12/31/2023
Assetmark Inc.563,182$20,472 12/31/2023
     EMHY563,182$20,472 12/31/2023
Envestnet Asset Management Inc.426,350$15,498 12/31/2023
     EMHY426,350$15,498 12/31/2023
Gateway Advisory LLC284,167$10,329 12/31/2023
     EMHY284,167$10,329 12/31/2023
LPL Financial LLC249,282$9,061 12/31/2023
     EMHY249,282$9,061 12/31/2023
Bank Julius Baer & Co. Ltd Zurich230,916$8,394 12/31/2023
     EMHY230,916$8,394 12/31/2023
Vontobel Holding Ltd.214,979$7,814 12/31/2023
     EMHY214,979$7,814 12/31/2023
UBS Group AG189,644$6,894 12/31/2023
     EMHY189,644$6,894 12/31/2023
Bank of America Corp DE154,571$5,619 12/31/2023
     EMHY154,571$5,619 12/31/2023
Koss Olinger Consulting LLC150,812$5,482 12/31/2023
     EMHY150,812$5,482 12/31/2023
Morgan Stanley138,707$5,042 12/31/2023
     EMHY138,707$5,042 12/31/2023
Mercer Global Advisors Inc. ADV82,661$3,005 12/31/2023
     EMHY82,661$3,005 12/31/2023
AE Wealth Management LLC74,097$2,685 12/31/2023
     EMHY74,097$2,685 12/31/2023
MML Investors Services LLC72,315$2,629 12/31/2023
     EMHY72,315$2,629 12/31/2023
Wells Fargo & Company MN70,662$2,569 12/31/2023
     EMHY70,662$2,569 12/31/2023
Truist Financial Corp69,492$2,526 12/31/2023
     EMHY69,492$2,526 12/31/2023
Mount Lucas Management LP67,789$2,464 12/31/2023
     EMHY67,789$2,464 12/31/2023
Toroso Investments LLC62,800$2,283 12/31/2023
     EMHY62,800$2,283 12/31/2023
Betterment LLC62,652$2,277 12/31/2023
     EMHY62,652$2,277 12/31/2023
Advisor Group Holdings Inc.62,292$2,264 12/31/2023
     EMHY62,292$2,264 12/31/2023
Ameriprise Financial Inc.61,416$2,232 12/31/2023
     EMHY61,416$2,232 12/31/2023
Resources Investment Advisors LLC.58,889$2,141 12/31/2023
     EMHY58,889$2,141 12/31/2023
Proequities Inc.51,020$1,855 12/31/2023
     EMHY51,020$1,855 12/31/2023
Apollon Wealth Management LLC50,205$1,825 12/31/2023
     EMHY50,205$1,825 12/31/2023
Royal Bank of Canada44,458$1,616 12/31/2023
     EMHY44,458$1,616 12/31/2023
Guggenheim Capital LLC38,069$1,384 12/31/2023
     EMHY38,069$1,384 12/31/2023
Nilsine Partners LLC37,630$1,368 12/31/2023
     EMHY37,630$1,368 12/31/2023
Cetera Investment Advisers36,179$1,315 12/31/2023
     EMHY36,179$1,315 12/31/2023
Bank of New York Mellon Corp35,839$1,303 12/31/2023
     EMHY35,839$1,303 12/31/2023
Hsbc Holdings PLC35,000$1,272 12/31/2023
     EMHY35,000$1,272 12/31/2023
Cambridge Investment Research Advisors Inc.33,851$1,230 12/31/2023
     EMHY33,851$1,230 12/31/2023
Advisory Alpha LLC26,469$962 12/31/2023
     EMHY26,469$962 12/31/2023
Monticello Wealth Management LLC26,141$950 12/31/2023
     EMHY26,141$950 12/31/2023
Mariner LLC24,058$875 12/31/2023
     EMHY24,058$875 12/31/2023
Prudential Financial Inc.23,677$861 12/31/2023
     EMHY23,677$861 12/31/2023
Commonwealth Equity Services LLC23,523$855 12/31/2023
     EMHY23,523$855 12/31/2023
Envestnet Portfolio Solutions Inc.16,830$612 12/31/2023
     EMHY16,830$612 12/31/2023
Atria Wealth Solutions Inc.15,337$557 12/31/2023
     EMHY15,337$557 12/31/2023
United Capital Financial Advisers LLC14,382$523 12/31/2023
     EMHY14,382$523 12/31/2023
Park Avenue Securities LLC13,052$474 12/31/2023
     EMHY13,052$474 12/31/2023
Snowden Capital Advisors LLC12,946$471 12/31/2023
     EMHY12,946$471 12/31/2023
Viawealth LLC10,410$378 12/31/2023
     EMHY10,410$378 12/31/2023
Cetera Advisor Networks LLC10,310$375 12/31/2023
     EMHY10,310$375 12/31/2023
AlphaCentric Advisors LLC10,152$369 12/31/2023
     EMHY10,152$369 12/31/2023
High Net Worth Advisory Group LLC10,000$364 12/31/2023
     EMHY10,000$364 12/31/2023
Alternative Investment Advisors LLC.8,429$287 09/30/2023
     EMHY8,429$287 09/30/2023
McAdam LLC7,675$279 12/31/2023
     EMHY7,675$279 12/31/2023
SG Americas Securities LLC7,612$277 12/31/2023
     EMHY7,612$277 12/31/2023
IFP Advisors Inc5,117$186 12/31/2023
     EMHY5,117$186 12/31/2023
Aspect Partners LLC4,414$160 12/31/2023
     EMHY4,414$160 12/31/2023
Comerica Bank3,484$127 12/31/2023
     EMHY3,484$127 12/31/2023
Park Place Capital Corp2,665$97 12/31/2023
     EMHY2,665$97 12/31/2023
Provence Wealth Management Group2,500$91 12/31/2023
     EMHY2,500$91 12/31/2023
ICA Group Wealth Management LLC2,357$86 12/31/2023
     EMHY2,357$86 12/31/2023
Sunbelt Securities Inc.2,252$82 12/31/2023
     EMHY2,252$82 12/31/2023
Allspring Global Investments Holdings LLC1,700$62 12/31/2023
     EMHY1,700$62 12/31/2023
Qube Research & Technologies Ltd1,596$58 12/31/2023
     EMHY1,596$58 12/31/2023
Investors Research Corp1,589$58 12/31/2023
     EMHY1,589$58 12/31/2023
National Bank of Canada FI1,537$55 12/31/2023
     EMHY1,537$55 12/31/2023
Steward Partners Investment Advisory LLC1,325$48 12/31/2023
     EMHY1,325$48 12/31/2023
Geneos Wealth Management Inc.1,140$41 12/31/2023
     EMHY1,140$41 12/31/2023
The PNC Financial Services Group Inc.552$20 12/31/2023
     EMHY552$20 12/31/2023
Compagnie Lombard Odier SCmA530$19 12/31/2023
     EMHY530$19 12/31/2023
Delta Asset Management LLC TN421$15 12/31/2023
     EMHY421$15 12/31/2023
Beacon Capital Management LLC390$13 12/31/2023
     EMHY390$13 12/31/2023
BlackRock Inc.279$10 12/31/2023
     EMHY279$10 12/31/2023
First Horizon Advisors Inc.277$10 12/31/2023
     EMHY277$10 12/31/2023
Huntington National Bank100$4 12/31/2023
     EMHY100$4 12/31/2023
Pflug Koory LLC107$4 12/31/2023
     EMHY107$4 12/31/2023
Cornerstone Planning Group LLC112$4 12/31/2023
     EMHY112$4 12/31/2023
Semmax Financial Advisors Inc.91$3 12/31/2023
     EMHY91$3 12/31/2023
Iron Horse Wealth Management LLC70$3 12/31/2023
     EMHY70$3 12/31/2023
Retirement Group LLC50$2 12/31/2023
     EMHY50$2 12/31/2023
Global Retirement Partners LLC45$2 12/31/2023
     EMHY45$2 12/31/2023
Aspire Private Capital LLC66$2 12/31/2023
     EMHY66$2 12/31/2023
Tsfg LLC46$2 12/31/2023
     EMHY46$2 12/31/2023
Tucker Asset Management LLC59$2 12/31/2023
     EMHY59$2 12/31/2023
FMR LLC20$1 12/31/2023
     EMHY20$1 12/31/2023
Ronald Blue Trust Inc.14$1 12/31/2023
     EMHY14$1 12/31/2023
Tower Research Capital LLC TRC 5$0 12/31/2023
     EMHY5$0 12/31/2023

See Summary: Institutional Holders of EMHY
See Details: Top 10 Hedge Funds Holding EMHY
Also See: EMHY Holdings Changes

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