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Disclosery

EMHC SPDR SERIES TRUST

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ETF (fund)

92 managers (93 13F filers) reported a position in EMHC shares at 2025-12-31, 5,691,451 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
92
13F filers
93
New
11
Added
47
Reduced
22
Sold out
8
Shares held by filers
5,691,451

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,339,979$34.1M0.01%+108,65713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,166,709$29.7M+87,234Timeline
ASSETMARK, INCin group ASSETMARK, INC539,558$13.7M0.03%-6,42513F-HRTimelineGroup
Austin Private Wealth, LLC332,887$8.48M0.64%+29,16213F-HRTimeline
Aspire Private Capital, LLC219,229$5.58M1.24%+3,04913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC136,051$3.46M0.03%+12,85513F-HRTimelineGroup
NewEdge Advisors, LLC118,289$3.01M0.01%-50213F-HRTimeline
Hibernia Wealth Partners, LLC112,554$2.87M0.86%+56,51313F-HRTimeline
Cambridge Investment Research Advisors,…108,947$2.77M0.01%+4,51913F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.92,897$2.37M0.89%+1,55813F-HRTimeline
Capital Investment Management, Inc.89,342$2.27M0.8%13F-HRTimeline
Raleigh Capital Management Inc.88,499$2.25M0.82%+3,37413F-HRTimeline
Cetera Investment Advisers75,643$1.93M<0.01%+10,61813F-HRTimeline
HighTower Advisors, LLC72,946$1.86M<0.01%+6,23613F-HRTimeline
Valtinson Bruner Financial Planning LLC72,511$1.85M0.53%+12,50913F-HRTimeline
Sharkey, Howes & Javer72,250$1.84M0.23%-17,12213F-HRTimeline
Hobart Private Capital, LLC62,462$1.59M0.31%+48713F-HRTimeline
Signal Advisors Wealth, LLC52,363$1.33M0.11%+93313F-HRTimeline
Simplicity Wealth,LLC44,772$1.14M0.07%+4,24913F-HRTimeline
AE Wealth Management LLC41,664$1.06M0.01%+1,63113F-HRTimeline
McNamara Financial Services, Inc.40,071$1.02M0.19%-11813F-HRTimeline
HARBOUR INVESTMENTS, INC.37,945$966K0.02%+1,91113F-HRTimeline
RFG Advisory, LLC36,449$928K0.02%-48013F-HRTimeline
VICUS CAPITAL35,909$914K0.07%-77313F-HRTimeline
Orion Porfolio Solutions, LLC34,837$887K0.01%+2,18113F-HRTimeline
NOVUS ADVISORS, LLC33,071$842K1.88%+84013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,505$802K<0.01%+19,25013F-HRTimelineGroup
Sanctuary Advisors, LLC31,352$798K<0.01%+1,42213F-HRTimeline
KWB Wealth28,507$726K0.07%+15,49813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,279$720K<0.01%-395,67713F-HRTimelineGroup
AlphaStar Capital Management, LLC27,726$706K0.05%+14,39713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC27,070$689K0.01%-8,29013F-HR/ATimeline
FSB PREMIER WEALTH MANAGEMENT, INC.26,269$669K0.21%+29113F-HRTimeline
MML INVESTORS SERVICES, LLC26,000$662K<0.01%+13,63813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,423$647K0.02%+97413F-HRTimelineGroup
WealthPoint Financial, LLC25,352$645K0.56%13F-HRTimeline
Legacy Wealth Partners, LLC22,834$581K0.15%13F-HRTimeline
International Private Wealth Advisors L…21,966$559K0.35%+1,22913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,589$524K0.03%+1,51413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,257$516K0.01%new13F-HRTimelineGroup
Midwest Financial Network, LLC19,618$499K0.39%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.18,024$459K0.88%+79113F-HRTimeline
Balboa Wealth Partners17,849$454K0.08%+7913F-HRTimeline
Merit Financial Group, LLC14,434$367K<0.01%-21,47913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,364$366K<0.01%+3,82913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC12,278$313K0.01%-44613F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.11,958$306K0.1%-77613F-HRTimeline
Balefire, LLC11,899$303K0.06%+1113F-HRTimeline
Arete Wealth Advisors, LLC11,724$298K0.02%-9613F-HR/ATimeline
Outlook Wealth Advisors, LLC10,804$275K0.06%+1413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,575$269K<0.01%+6,65113F-HRTimelineGroup
Atria Investments, Inc10,513$268K<0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC10,250$261K<0.01%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,097$257K0.09%-1613F-HRTimeline
Cannon Financial Strategists, Inc.10,057$256K0.04%+22913F-HRTimeline
FLOW TRADERS U.S. LLC10,017$255K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,034$230K<0.01%new13F-HRTimelineGroup
Lifeworks Advisors, LLC8,673$221K0.03%-813F-HRTimeline
Global Financial Private Client, LLC8,651$220K0.08%+6413F-HRTimeline
GeoWealth Management, LLC8,179$208K0.01%-33313F-HRTimeline
Sowell Financial Services LLC7,929$202K0.01%new13F-HRTimeline
Breakwater Investment Management4,516$115K0.04%new13F-HRTimeline
Smartleaf Asset Management LLC4,375$112K<0.01%+37013F-HRTimeline
Richard W. Paul & Associates, LLC3,034$77.2K0.03%-26613F-HRTimeline
CWM, LLCin group CWM, LLC2,644$67K<0.01%+1,67313F-HRTimelineGroup
Triumph Capital Management2,030$51.7K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,061$27K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc729$18.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC660$16.8K<0.01%+7613F-HRTimeline
Global Retirement Partners, LLC564$14.4K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC462$11.8K0.01%-38113F-HRTimeline
PRIVATE TRUST CO NA384$9.78K<0.01%-713F-HRTimeline
COMERICA BANK306$7.79K<0.01%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC263$7K<0.01%013F-HR/ATimelineGroup
Safe Harbor Fiduciary, LLC259$6.59K0.01%13F-HRTimeline
Aptus Capital Advisors, LLC258$6.57K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG240$6.11K<0.01%-7313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA245$6K<0.01%+8613F-HRTimelineGroup
Allworth Financial LP225$5.73K<0.01%-11413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC188$4.79K<0.01%-913F-HRTimeline
Kingdom Financial Group LLC.147$3.73K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.135$3.44K<0.01%+9613F-HRTimeline
IFP Advisors, Inc123$3.13K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.112$2.85K<0.01%+4713F-HRTimeline
Cape Investment Advisory, Inc.110$2.8K<0.01%new13F-HRTimeline
REAP Financial Group, LLC100$2.55K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY98$2.5K<0.01%+113F-HR/ATimelineGroup
FMR LLCin group FMR LLC93$2.37K<0.01%+5913F-HRTimelineGroup
CoreCap Advisors, LLC84$2.14K<0.01%new13F-HRTimeline
Covestor Ltd63$2K<0.01%+3513F-HRTimeline
Rossby Financial, LCC52$1.32K<0.01%-913F-HRTimeline
Key Capital Management, INC1$25<0.01%13F-HRTimeline