HoldingsChannel.com
There is a long list of 81 institutional holders of EMHY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EMHY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EMHY table below, the initial column indicates the name of each top institutional holder of EMHY, with a link to that fund's top holdings. The next columns indicate the amount of EMHY stock held by each of the institutional holders of EMHY, followed by the EMHY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Sound Income Strategies LLC | 956,763 | $35,840 | 03/31/2024 |
| EMHY | 956,763 | $35,840 | 03/31/2024 |
| 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 |
| 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 |
| FOCUS Wealth Advisors LLC | 48,623 | $1,821 | 03/31/2024 |
| EMHY | 48,623 | $1,821 | 03/31/2024 |
| 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 | 36,050 | $1,350 | 03/31/2024 |
| EMHY | 36,050 | $1,350 | 03/31/2024 |
| 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 | 13,336 | $500 | 03/31/2024 |
| EMHY | 13,336 | $500 | 03/31/2024 |
| 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 |
| High Net Worth Advisory Group LLC | 10,000 | $375 | 03/31/2024 |
| EMHY | 10,000 | $375 | 03/31/2024 |
| 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 |
| Concurrent Investment Advisors LLC | 9,560 | $348 | 12/31/2023 |
| EMHY | 9,560 | $348 | 12/31/2023 |
| 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 |
| Raymond James & Associates | 5,468 | $205 | 03/31/2024 |
| EMHY | 5,468 | $205 | 03/31/2024 |
| IFP Advisors Inc | 5,117 | $186 | 12/31/2023 |
| EMHY | 5,117 | $186 | 12/31/2023 |
See All: Funds Holding EMHY
See Details: Top 10 Hedge Funds Holding EMHY
Also See: EMHY Holdings Changes
 Free EMHY Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
