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Disclosery

EMHC SPDR SERIES TRUST

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ETF (fund)

102 managers (103 13F filers) reported a position in EMHC shares at 2026-06-30, 7,180,062 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
102
13F filers
103
New
13
Added
67
Reduced
14
Sold out
9
Shares held by filers
7,180,062

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,660,726$42.2M+225,180Timeline
LPL Financial LLC1,615,514$41.1M0.01%+157,30113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC558,691$14.2M0.02%+16,63113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC399,034$10.2M0.01%+37,22313F-HRTimelineGroup
Aspire Private Capital, LLC236,635$6.02M1.24%+8,99513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC157,438$4M0.03%+8,50913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC135,611$3.45M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC129,504$3.29M0.01%+7,46413F-HRTimeline
Breakwater Investment Management121,718$3.1M1.05%+49,94913F-HRTimeline
Cambridge Investment Research Advisors,…121,627$3.09M0.01%+2,07313F-HR/ATimeline
Raleigh Capital Management Inc.103,338$2.63M0.84%+6,71213F-HRTimeline
Capital Investment Management, Inc.100,689$2.56M0.78%+3,93113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.100,315$2.55M0.84%+5,94413F-HRTimeline
Cetera Investment Advisers94,644$2.41M<0.01%+3,69713F-HRTimeline
Valtinson Bruner Financial Planning LLC91,684$2.33M0.58%+12,67813F-HRTimeline
HighTower Advisors, LLC85,940$2.19M<0.01%+7,95113F-HRTimeline
KWB Wealth76,244$1.94M0.17%+48,10213F-HRTimeline
Hibernia Wealth Partners, LLC66,761$1.7M0.92%-51,25913F-HRTimeline
Signal Advisors Wealth, LLC62,177$1.58M0.08%+7,06213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,850$1.57M0.02%+37,13613F-HRTimelineGroup
Simplicity Wealth,LLC58,049$1.48M0.05%+39113F-HRTimeline
HARBOUR INVESTMENTS, INC.53,921$1.37M0.02%+7,57013F-HRTimeline
MML INVESTORS SERVICES, LLC53,097$1.35M<0.01%+16,89713F-HRTimeline
AE Wealth Management LLC50,354$1.28M0.01%+3,57413F-HRTimeline
VICUS CAPITAL45,621$1.16M0.07%+6,49313F-HRTimeline
McNamara Financial Services, Inc.42,882$1.09M0.19%+1,30013F-HRTimeline
Visionary Horizons, LLC42,084$1.07M0.45%new13F-HRTimeline
Orion Porfolio Solutions, LLC40,905$1.04M0.01%+3,30913F-HRTimeline
RFG Advisory, LLC37,269$948K0.01%+27113F-HRTimeline
WealthPoint Financial, LLC36,257$922K0.67%+3,91613F-HRTimeline
Sanctuary Advisors, LLC36,101$918K<0.01%+1,23613F-HRTimeline
NOVUS ADVISORS, LLC34,477$877K1.83%+93813F-HRTimeline
Midwest Financial Network, LLC34,023$865K0.59%+8,55013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,188$844K<0.01%+74013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,209$794K<0.01%+2,74313F-HRTimelineGroup
Western Wealth Management, LLC26,811$682K0.02%+15,52413F-HRTimeline
Sharkey, Howes & Javer26,276$668K0.08%-29,30613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.25,969$661K0.19%-47413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.25,833$657K1%+5,15413F-HRTimeline
International Private Wealth Advisors L…25,148$640K0.33%+1,30713F-HRTimeline
Legacy Wealth Partners, LLC25,122$639K0.14%+66913F-HRTimeline
Ethic Inc.24,839$632K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,520$624K0.01%-4,18813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,563$599K0.01%+2,44113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV22,692$577K0.03%+1,76213F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP22,479$573K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,933$507K0.01%-9,24013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,978$432K<0.01%+71013F-HRTimelineGroup
Belpointe Asset Management LLC16,008$407K0.01%+7,78013F-HRTimeline
Atria Investments, Inc15,225$387K<0.01%+1,94913F-HRTimeline
BlueChip Wealth Advisors LLC14,759$375K0.14%new13F-HRTimeline
Arete Wealth Advisors, LLC14,466$368K0.02%+2,56013F-HR/ATimeline
Balefire, LLC13,579$345K0.06%+15413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,358$340K<0.01%-7,51213F-HRTimelineGroup
PCB Capital LLC13,088$333K0.41%+4,32213F-HRTimeline
AlphaStar Capital Management, LLC12,765$325K0.02%+1,43813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,030$306K0.01%+8113F-HRTimelineGroup
Outlook Wealth Advisors, LLC11,386$289K0.06%+50113F-HRTimeline
Sowell Financial Services LLC10,924$278K0.01%+1,14913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.10,684$272K0.15%+19113F-HRTimeline
Balboa Wealth Partners10,530$268K0.04%-7,69513F-HRTimeline
Cannon Financial Strategists, Inc.10,295$262K0.03%+14513F-HRTimeline
RWA WEALTH PARTNERS, LLC10,250$261K<0.01%013F-HRTimeline
Global Financial Private Client, LLC9,395$239K0.06%+53713F-HRTimeline
GeoWealth Management, LLC8,614$219K0.01%+54113F-HRTimeline
Lifeworks Advisors, LLC8,444$215K0.02%-16613F-HRTimeline
Founders Financial Alliance, LLC8,256$210K0.03%new13F-HRTimeline
Smartleaf Asset Management LLC6,053$154K0.01%013F-HRTimeline
Geneos Wealth Management Inc.5,282$134K<0.01%+3,38813F-HRTimeline
Strategic Investment Advisors / MI4,599$117K0.01%-66813F-HRTimeline
IFP Advisors, Inc4,165$106K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC3,274$83.3K0.03%+19513F-HRTimeline
Principia Wealth Advisory, LLC2,385$60.7K0.03%+10513F-HRTimeline
Triumph Capital Management2,227$56.7K0.01%+6813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,148$29.2K0.01%+61413F-HRTimeline
Farther Finance Advisors, LLC1,123$28.6K<0.01%+9513F-HRTimeline
AdvisorNet Financial, Inc729$18.5K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC723$18.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP661$16.8K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA550$14K<0.01%+40013F-HRTimelineGroup
PRIVATE TRUST CO NA406$10.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC397$10.1K<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…312$7.94K<0.01%-213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC265$7K<0.01%+213F-HRTimelineGroup
Aptus Capital Advisors, LLC258$6.56K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC198$5.04K<0.01%-2913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY169$4.31K<0.01%+7213F-HRTimelineGroup
Lloyd Advisory Services, LLC.162$4.13K<0.01%+1413F-HRTimeline
Kingdom Financial Group LLC.150$3.82K<0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG120$3.05K<0.01%new13F-HRTimelineGroup
Covestor Ltd132$3K<0.01%+813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.115$2.93K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.111$2.82K<0.01%new13F-HRTimeline
REAP Financial Group, LLC111$2.82K<0.01%+1113F-HRTimeline
Continuum Advisory, LLC89$2.26K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87$2.22K<0.01%-7113F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.74$1.88K<0.01%-4313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC59$1.5K<0.01%-12913F-HRTimeline
CoreCap Advisors, LLC57$1.45K<0.01%013F-HRTimeline
Rossby Financial, LCC52$1.32K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC14$350<0.01%new13F-HRTimeline
Key Capital Management, INC9$229<0.01%+113F-HRTimeline