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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Sound Income Strategies LLC | 939,141 | $34,138 | 12/31/2023 |
EMHY | 939,141 | $34,138 | 12/31/2023 |
Assetmark Inc. | 563,182 | $20,472 | 12/31/2023 |
EMHY | 563,182 | $20,472 | 12/31/2023 |
Envestnet Asset Management Inc. | 426,350 | $15,498 | 12/31/2023 |
EMHY | 426,350 | $15,498 | 12/31/2023 |
Gateway Advisory LLC | 284,167 | $10,329 | 12/31/2023 |
EMHY | 284,167 | $10,329 | 12/31/2023 |
LPL Financial LLC | 249,282 | $9,061 | 12/31/2023 |
EMHY | 249,282 | $9,061 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 230,916 | $8,394 | 12/31/2023 |
EMHY | 230,916 | $8,394 | 12/31/2023 |
Vontobel Holding Ltd. | 214,979 | $7,814 | 12/31/2023 |
EMHY | 214,979 | $7,814 | 12/31/2023 |
UBS Group AG | 189,644 | $6,894 | 12/31/2023 |
EMHY | 189,644 | $6,894 | 12/31/2023 |
Bank of America Corp DE | 154,571 | $5,619 | 12/31/2023 |
EMHY | 154,571 | $5,619 | 12/31/2023 |
Koss Olinger Consulting LLC | 150,812 | $5,482 | 12/31/2023 |
EMHY | 150,812 | $5,482 | 12/31/2023 |
Morgan Stanley | 138,707 | $5,042 | 12/31/2023 |
EMHY | 138,707 | $5,042 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 82,661 | $3,005 | 12/31/2023 |
EMHY | 82,661 | $3,005 | 12/31/2023 |
AE Wealth Management LLC | 74,097 | $2,685 | 12/31/2023 |
EMHY | 74,097 | $2,685 | 12/31/2023 |
MML Investors Services LLC | 72,315 | $2,629 | 12/31/2023 |
EMHY | 72,315 | $2,629 | 12/31/2023 |
Wells Fargo & Company MN | 70,662 | $2,569 | 12/31/2023 |
EMHY | 70,662 | $2,569 | 12/31/2023 |
Truist Financial Corp | 69,492 | $2,526 | 12/31/2023 |
EMHY | 69,492 | $2,526 | 12/31/2023 |
Mount Lucas Management LP | 67,789 | $2,464 | 12/31/2023 |
EMHY | 67,789 | $2,464 | 12/31/2023 |
Toroso Investments LLC | 62,800 | $2,283 | 12/31/2023 |
EMHY | 62,800 | $2,283 | 12/31/2023 |
Betterment LLC | 62,652 | $2,277 | 12/31/2023 |
EMHY | 62,652 | $2,277 | 12/31/2023 |
Advisor Group Holdings Inc. | 62,292 | $2,264 | 12/31/2023 |
EMHY | 62,292 | $2,264 | 12/31/2023 |
Ameriprise Financial Inc. | 61,416 | $2,232 | 12/31/2023 |
EMHY | 61,416 | $2,232 | 12/31/2023 |
Resources Investment Advisors LLC. | 58,889 | $2,141 | 12/31/2023 |
EMHY | 58,889 | $2,141 | 12/31/2023 |
Proequities Inc. | 51,020 | $1,855 | 12/31/2023 |
EMHY | 51,020 | $1,855 | 12/31/2023 |
Apollon Wealth Management LLC | 50,205 | $1,825 | 12/31/2023 |
EMHY | 50,205 | $1,825 | 12/31/2023 |
Royal Bank of Canada | 44,458 | $1,616 | 12/31/2023 |
EMHY | 44,458 | $1,616 | 12/31/2023 |
Guggenheim Capital LLC | 38,069 | $1,384 | 12/31/2023 |
EMHY | 38,069 | $1,384 | 12/31/2023 |
Nilsine Partners LLC | 37,630 | $1,368 | 12/31/2023 |
EMHY | 37,630 | $1,368 | 12/31/2023 |
Cetera Investment Advisers | 36,179 | $1,315 | 12/31/2023 |
EMHY | 36,179 | $1,315 | 12/31/2023 |
Bank of New York Mellon Corp | 35,839 | $1,303 | 12/31/2023 |
EMHY | 35,839 | $1,303 | 12/31/2023 |
Hsbc Holdings PLC | 35,000 | $1,272 | 12/31/2023 |
EMHY | 35,000 | $1,272 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 33,851 | $1,230 | 12/31/2023 |
EMHY | 33,851 | $1,230 | 12/31/2023 |
Advisory Alpha LLC | 26,469 | $962 | 12/31/2023 |
EMHY | 26,469 | $962 | 12/31/2023 |
Monticello Wealth Management LLC | 26,141 | $950 | 12/31/2023 |
EMHY | 26,141 | $950 | 12/31/2023 |
Mariner LLC | 24,058 | $875 | 12/31/2023 |
EMHY | 24,058 | $875 | 12/31/2023 |
Prudential Financial Inc. | 23,677 | $861 | 12/31/2023 |
EMHY | 23,677 | $861 | 12/31/2023 |
Commonwealth Equity Services LLC | 23,523 | $855 | 12/31/2023 |
EMHY | 23,523 | $855 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 16,830 | $612 | 12/31/2023 |
EMHY | 16,830 | $612 | 12/31/2023 |
Atria Wealth Solutions Inc. | 15,337 | $557 | 12/31/2023 |
EMHY | 15,337 | $557 | 12/31/2023 |
United Capital Financial Advisers LLC | 14,382 | $523 | 12/31/2023 |
EMHY | 14,382 | $523 | 12/31/2023 |
Park Avenue Securities LLC | 13,052 | $474 | 12/31/2023 |
EMHY | 13,052 | $474 | 12/31/2023 |
Snowden Capital Advisors LLC | 12,946 | $471 | 12/31/2023 |
EMHY | 12,946 | $471 | 12/31/2023 |
Viawealth LLC | 10,410 | $378 | 12/31/2023 |
EMHY | 10,410 | $378 | 12/31/2023 |
Cetera Advisor Networks LLC | 10,310 | $375 | 12/31/2023 |
EMHY | 10,310 | $375 | 12/31/2023 |
AlphaCentric Advisors LLC | 10,152 | $369 | 12/31/2023 |
EMHY | 10,152 | $369 | 12/31/2023 |
High Net Worth Advisory Group LLC | 10,000 | $364 | 12/31/2023 |
EMHY | 10,000 | $364 | 12/31/2023 |
Alternative Investment Advisors LLC. | 8,429 | $287 | 09/30/2023 |
EMHY | 8,429 | $287 | 09/30/2023 |
McAdam LLC | 7,675 | $279 | 12/31/2023 |
EMHY | 7,675 | $279 | 12/31/2023 |
SG Americas Securities LLC | 7,612 | $277 | 12/31/2023 |
EMHY | 7,612 | $277 | 12/31/2023 |
IFP Advisors Inc | 5,117 | $186 | 12/31/2023 |
EMHY | 5,117 | $186 | 12/31/2023 |
Aspect Partners LLC | 4,414 | $160 | 12/31/2023 |
EMHY | 4,414 | $160 | 12/31/2023 |
Comerica Bank | 3,484 | $127 | 12/31/2023 |
EMHY | 3,484 | $127 | 12/31/2023 |
Park Place Capital Corp | 2,665 | $97 | 12/31/2023 |
EMHY | 2,665 | $97 | 12/31/2023 |
Provence Wealth Management Group | 2,500 | $91 | 12/31/2023 |
EMHY | 2,500 | $91 | 12/31/2023 |
ICA Group Wealth Management LLC | 2,357 | $86 | 12/31/2023 |
EMHY | 2,357 | $86 | 12/31/2023 |
Sunbelt Securities Inc. | 2,252 | $82 | 12/31/2023 |
EMHY | 2,252 | $82 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 1,700 | $62 | 12/31/2023 |
EMHY | 1,700 | $62 | 12/31/2023 |
Qube Research & Technologies Ltd | 1,596 | $58 | 12/31/2023 |
EMHY | 1,596 | $58 | 12/31/2023 |
Investors Research Corp | 1,589 | $58 | 12/31/2023 |
EMHY | 1,589 | $58 | 12/31/2023 |
National Bank of Canada FI | 1,537 | $55 | 12/31/2023 |
EMHY | 1,537 | $55 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 1,325 | $48 | 12/31/2023 |
EMHY | 1,325 | $48 | 12/31/2023 |
Geneos Wealth Management Inc. | 1,140 | $41 | 12/31/2023 |
EMHY | 1,140 | $41 | 12/31/2023 |
The PNC Financial Services Group Inc. | 552 | $20 | 12/31/2023 |
EMHY | 552 | $20 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 530 | $19 | 12/31/2023 |
EMHY | 530 | $19 | 12/31/2023 |
Delta Asset Management LLC TN | 421 | $15 | 12/31/2023 |
EMHY | 421 | $15 | 12/31/2023 |
Beacon Capital Management LLC | 390 | $13 | 12/31/2023 |
EMHY | 390 | $13 | 12/31/2023 |
BlackRock Inc. | 279 | $10 | 12/31/2023 |
EMHY | 279 | $10 | 12/31/2023 |
First Horizon Advisors Inc. | 277 | $10 | 12/31/2023 |
EMHY | 277 | $10 | 12/31/2023 |
Huntington National Bank | 100 | $4 | 12/31/2023 |
EMHY | 100 | $4 | 12/31/2023 |
Pflug Koory LLC | 107 | $4 | 12/31/2023 |
EMHY | 107 | $4 | 12/31/2023 |
Cornerstone Planning Group LLC | 112 | $4 | 12/31/2023 |
EMHY | 112 | $4 | 12/31/2023 |
Semmax Financial Advisors Inc. | 91 | $3 | 12/31/2023 |
EMHY | 91 | $3 | 12/31/2023 |
Iron Horse Wealth Management LLC | 70 | $3 | 12/31/2023 |
EMHY | 70 | $3 | 12/31/2023 |
Retirement Group LLC | 50 | $2 | 12/31/2023 |
EMHY | 50 | $2 | 12/31/2023 |
Global Retirement Partners LLC | 45 | $2 | 12/31/2023 |
EMHY | 45 | $2 | 12/31/2023 |
Aspire Private Capital LLC | 66 | $2 | 12/31/2023 |
EMHY | 66 | $2 | 12/31/2023 |
Tsfg LLC | 46 | $2 | 12/31/2023 |
EMHY | 46 | $2 | 12/31/2023 |
Tucker Asset Management LLC | 59 | $2 | 12/31/2023 |
EMHY | 59 | $2 | 12/31/2023 |
FMR LLC | 20 | $1 | 12/31/2023 |
EMHY | 20 | $1 | 12/31/2023 |
Ronald Blue Trust Inc. | 14 | $1 | 12/31/2023 |
EMHY | 14 | $1 | 12/31/2023 |
Tower Research Capital LLC TRC | 5 | $0 | 12/31/2023 |
EMHY | 5 | $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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