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Disclosery

EMHC SPDR SERIES TRUST

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ETF (fund)

98 managers (99 13F filers) reported a position in EMHC shares at 2026-03-31, 6,357,705 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
98
13F filers
99
New
17
Added
62
Reduced
12
Sold out
8
Shares held by filers
6,357,705

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,458,213$36.2M0.01%+118,23413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,435,546$35.6M+268,837Timeline
ASSETMARK, INCin group ASSETMARK, INC542,060$13.4M0.03%+2,50213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC361,811$8.97M0.01%new13F-HRTimelineGroup
Aspire Private Capital, LLC227,640$5.65M1.27%+8,41113F-HRTimeline
Strategic Financial Planning, Inc.30,259$3.78M2.21%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC148,929$3.69M0.03%+12,87813F-HRTimelineGroup
NewEdge Advisors, LLC122,040$3.03M0.01%+3,75113F-HR/ATimeline
Cambridge Investment Research Advisors,…119,554$2.96M0.01%+10,60713F-HRTimeline
Hibernia Wealth Partners, LLC118,020$2.93M0.87%+5,46613F-HRTimeline
Capital Investment Management, Inc.96,758$2.4M0.82%+7,41613F-HRTimeline
Raleigh Capital Management Inc.96,626$2.4M0.83%+8,12713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.94,371$2.34M0.88%+1,47413F-HRTimeline
Cetera Investment Advisers90,947$2.26M<0.01%+15,30413F-HRTimeline
Valtinson Bruner Financial Planning LLC79,006$1.96M0.54%+6,49513F-HRTimeline
HighTower Advisors, LLC77,989$1.93M<0.01%+5,04313F-HRTimeline
Breakwater Investment Management71,769$1.78M0.66%+67,25313F-HRTimeline
Simplicity Wealth,LLC57,658$1.43M0.08%+12,88613F-HRTimeline
Sharkey, Howes & Javer55,582$1.38M0.19%-16,66813F-HRTimeline
Signal Advisors Wealth, LLC55,115$1.37M0.09%+2,75213F-HRTimeline
AE Wealth Management LLC46,780$1.16M0.01%+5,11613F-HRTimeline
HARBOUR INVESTMENTS, INC.46,351$1.15M0.02%+8,40613F-HRTimeline
McNamara Financial Services, Inc.41,582$1.03M0.2%+1,51113F-HRTimeline
VICUS CAPITAL39,128$970K0.07%+3,21913F-HRTimeline
Orion Porfolio Solutions, LLC37,596$932K0.01%+2,75913F-HRTimeline
RFG Advisory, LLC36,998$918K0.02%+54913F-HRTimeline
MML INVESTORS SERVICES, LLC36,200$898K<0.01%+10,20013F-HRTimeline
Sanctuary Advisors, LLC34,865$865K<0.01%+3,51313F-HRTimeline
NOVUS ADVISORS, LLC33,539$832K1.86%+46813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,448$805K<0.01%+94313F-HRTimelineGroup
WealthPoint Financial, LLC32,341$802K0.67%+6,98913F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,173$723K0.02%+3,75013F-HRTimelineGroup
KWB Wealth28,142$716K0.07%-36513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,708$712K0.02%+1,63813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,466$706K<0.01%+18713F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.26,443$656K0.21%+17413F-HRTimeline
Midwest Financial Network, LLC25,473$632K0.5%+5,85513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,714$613K0.01%+14,13913F-HRTimelineGroup
Legacy Wealth Partners, LLC24,453$606K0.15%+1,61913F-HRTimeline
International Private Wealth Advisors L…23,841$591K0.36%+1,87513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,122$524K0.01%+86513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV20,930$519K0.03%+34113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,870$518K<0.01%+11,83613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,844$517K<0.01%new13F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.20,679$513K0.92%+2,65513F-HRTimeline
Balboa Wealth Partners18,225$452K0.08%+37613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,268$403K<0.01%+1,90413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,461$334K<0.01%new13F-HRTimelineGroup
Balefire, LLC13,425$333K0.06%+1,52613F-HRTimeline
Atria Investments, Inc13,276$329K<0.01%+2,76313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC11,949$296K0.01%-32913F-HRTimelineGroup
Arete Wealth Advisors, LLC11,906$295K0.02%+18213F-HR/ATimeline
AlphaStar Capital Management, LLC11,327$281K0.02%-16,39913F-HRTimeline
Western Wealth Management, LLC11,287$280K0.01%new13F-HR/ATimeline
Outlook Wealth Advisors, LLC10,885$270K0.07%+8113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.10,493$260K0.16%-1,46513F-HRTimeline
RWA WEALTH PARTNERS, LLC10,250$254K<0.01%013F-HRTimeline
Cannon Financial Strategists, Inc.10,150$252K0.03%+9313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,778$242K0.08%-31913F-HRTimeline
Sowell Financial Services LLC9,775$242K0.01%+1,84613F-HRTimeline
Global Financial Private Client, LLC8,858$220K0.07%+20713F-HRTimeline
PCB Capital LLC8,766$217K0.34%new13F-HRTimeline
Lifeworks Advisors, LLC8,610$214K0.03%-6313F-HRTimeline
Belpointe Asset Management LLC8,228$204K0.01%new13F-HRTimeline
GeoWealth Management, LLC8,073$200K0.01%-10613F-HRTimeline
Smartleaf Asset Management LLC6,053$149K0.01%+1,67813F-HRTimeline
Strategic Investment Advisors / MI5,267$131K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC3,079$76.4K0.03%+4513F-HRTimeline
CWM, LLCin group CWM, LLC2,887$71.6K<0.01%+24313F-HRTimelineGroup
Principia Wealth Advisory, LLC2,280$56.5K0.03%+1,81813F-HRTimeline
Triumph Capital Management2,159$53.5K0.01%+12913F-HRTimeline
Geneos Wealth Management Inc.1,894$47K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC1,331$33K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC1,028$25.5K<0.01%+36813F-HRTimeline
AdvisorNet Financial, Inc729$18.1K<0.01%013F-HRTimeline
Advisory Services Network, LLC624$15.5K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.534$13.2K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA406$10.1K<0.01%+2213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…314$7.79K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC263$7K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC258$6.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC227$5.63K<0.01%+13413F-HRTimelineGroup
Allworth Financial LP225$5.58K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC188$4.66K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150$4K<0.01%-9513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158$3.89K<0.01%new13F-HR/ATimelineGroup
Lloyd Advisory Services, LLC.148$3.67K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.148$3.67K<0.01%+113F-HRTimeline
Covestor Ltd124$3K<0.01%+6113F-HRTimeline
Quest 10 Wealth Builders, Inc.117$2.9K<0.01%+513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.115$2.85K<0.01%-2013F-HRTimeline
REAP Financial Group, LLC100$2.48K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97$2.42K<0.01%-113F-HRTimelineGroup
Merkkuri Wealth Advisors LLC89$2.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC57$1.41K<0.01%-2713F-HRTimeline
Rossby Financial, LCC52$1.29K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27$670<0.01%new13F-HRTimelineGroup
Key Capital Management, INC8$198<0.01%+713F-HRTimeline