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Disclosery

EMHC SPDR SERIES TRUST

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ETF (fund)

84 managers (85 13F filers) reported a position in EMHC shares at 2025-09-30, 5,577,781 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
84
13F filers
85
New
13
Added
44
Reduced
17
Sold out
4
Shares held by filers
5,577,781

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC1,231,322$31M0.01%+59,40313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,079,475$27.2M+144,780Timeline
ASSETMARK, INCin group ASSETMARK, INC545,983$13.8M0.03%+2,42113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.423,956$10.6M0.01%+15,86113F-HRTimelineGroup
Austin Private Wealth, LLC303,725$7.65M0.59%+19,46213F-HRTimeline
Aspire Private Capital, LLC216,180$5.45M1.2%+3,14713F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC123,196$3.1M0.02%+10,79813F-HRTimelineGroup
NewEdge Advisors, LLC118,791$2.99M0.01%+4,00713F-HRTimeline
Cambridge Investment Research Advisors,…104,428$2.63M0.01%+7513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.91,339$2.3M0.9%+44613F-HRTimeline
Sharkey, Howes & Javer89,372$2.25M0.29%-6,84513F-HRTimeline
Raleigh Capital Management Inc.85,125$2.14M0.82%+4,29913F-HRTimeline
HighTower Advisors, LLC66,710$1.68M<0.01%+10,40313F-HRTimeline
Cetera Investment Advisers65,025$1.64M<0.01%+3,85213F-HRTimeline
Hobart Private Capital, LLC61,975$1.56M0.33%-14,25913F-HRTimeline
Valtinson Bruner Financial Planning LLC60,002$1.51M0.45%new13F-HRTimeline
Hibernia Wealth Partners, LLC56,041$1.41M0.9%-50,10913F-HRTimeline
Signal Advisors Wealth, LLC51,430$1.3M0.12%-77713F-HRTimeline
Simplicity Wealth,LLC40,523$1.02M0.06%-29,59913F-HRTimeline
McNamara Financial Services, Inc.40,189$1.01M0.19%+88213F-HRTimeline
AE Wealth Management LLC40,033$1.01M0.01%+3,07413F-HRTimeline
RFG Advisory, LLC36,929$930K0.02%+14213F-HRTimeline
VICUS CAPITAL36,682$924K0.07%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.36,034$908K0.02%+5,54613F-HRTimeline
Merit Financial Group, LLC35,913$905K0.01%+2,30213F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC35,360$891K0.02%-2,99713F-HRTimeline
Orion Porfolio Solutions, LLC32,656$823K0.01%+1,05213F-HRTimeline
NOVUS ADVISORS, LLC32,231$812K1.86%+1,29613F-HRTimeline
Sanctuary Advisors, LLC29,930$754K<0.01%+2,39113F-HR/ATimeline
FSB PREMIER WEALTH MANAGEMENT, INC.25,978$654K0.22%-55413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,449$616K0.02%+1,11513F-HRTimelineGroup
International Private Wealth Advisors L…20,737$522K0.33%+3,07413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,245$510K<0.01%-4,67513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV19,075$481K0.03%+7,97413F-HRTimeline
Balboa Wealth Partners17,770$448K0.08%+13713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.17,233$434K0.55%+12513F-HRTimeline
OLD MISSION CAPITAL LLC13,563$342K0.01%-46,36013F-HRTimeline
AlphaStar Capital Management, LLC13,329$336K0.03%+3,53013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.12,734$321K0.2%-33113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,724$321K0.01%-41013F-HRTimelineGroup
KWB Wealth13,009$320K0.04%+4,03513F-HRTimeline
MML INVESTORS SERVICES, LLC12,362$311K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,255$309K<0.01%+11,78213F-HRTimelineGroup
Arete Wealth Advisors, LLC11,820$300K0.02%new13F-HRTimeline
Balefire, LLC11,888$299K0.06%+22013F-HRTimeline
Outlook Wealth Advisors, LLC10,790$272K0.07%+313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,535$265K<0.01%+7,21813F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC10,250$258K<0.01%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,113$255K0.1%-17213F-HRTimeline
FLOW TRADERS U.S. LLC10,017$252K0.01%013F-HRTimeline
Cannon Financial Strategists, Inc.9,828$248K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,203$232K<0.01%new13F-HRTimelineGroup
Lifeworks Advisors, LLC8,681$219K0.03%-2213F-HRTimeline
Global Financial Private Client, LLC8,587$216K0.08%new13F-HRTimeline
GeoWealth Management, LLC8,512$214K0.01%-46513F-HRTimeline
Smartleaf Asset Management LLC4,005$101K0.01%+38913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,924$98.9K<0.01%-15213F-HRTimelineGroup
Strategic Investment Advisors / MI32,309$87.1K0.01%new13F-HR/ATimeline
Richard W. Paul & Associates, LLC3,300$83.1K0.03%+8913F-HRTimeline
CWM, LLCin group CWM, LLC971$24K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…891$22.4K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC843$21.2K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc729$18.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC584$14.7K<0.01%+1613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN570$14.4K<0.01%+16113F-HRTimelineGroup
Global Retirement Partners, LLC564$14.2K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA391$9.85K<0.01%+1213F-HRTimeline
Allworth Financial LP339$8.54K<0.01%-18113F-HRTimeline
UBS Group AGin group UBS Group AG313$7.88K<0.01%+8213F-HRTimelineGroup
COMERICA BANK300$7.56K<0.01%+513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC263$7K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC258$6.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC197$4.96K<0.01%+19613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159$4K<0.01%-6813F-HRTimelineGroup
IFP Advisors, Inc123$3.1K<0.01%013F-HR/ATimeline
REAP Financial Group, LLC100$2.52K<0.01%+813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97$2.45K<0.01%013F-HR/ATimelineGroup
Quest 10 Wealth Builders, Inc.65$1.64K<0.01%new13F-HRTimeline
Rossby Financial, LCC61$1.53K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…55$1.39K<0.01%new13F-HRTimelineGroup
Covestor Ltd28$1K<0.01%+413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.39$983<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC34$857<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.27$680<0.01%013F-HRTimeline