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Disclosery

EMXF ISHARES TR

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EGSADVNCDMSCI EM (fund)

58 managers (58 13F filers) reported a position in EMXF shares at 2025-12-31, 1,041,630 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
58
13F filers
58
New
11
Added
18
Reduced
14
Sold out
4
Shares held by filers
1,041,630

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
SEI INVESTMENTS COin group SEI INVESTMENTS CO223,853$10.4M0.01%+10,62313F-HRTimelineGroup
BAILARD, INC.112,391$5.23M0.12%-46713F-HRTimeline
Invera Wealth Advisors, LLC106,019$4.93M3.12%-2,37913F-HRTimeline
Values Added Financial LLC80,179$3.73M1.58%+3,58813F-HRTimeline
RWA WEALTH PARTNERS, LLC59,898$2.79M0.03%-2,91013F-HRTimeline
Cambridge Financial Group, LLC46,412$2.11M0.73%-39,28013F-HRTimeline
Balanced Rock Investment Advisors LLC44,886$2.09M1.48%+27313F-HRTimeline
Atlantic Private Wealth, LLC33,899$1.58M1.01%+313F-HRTimeline
Walkner Condon Financial Advisors LLC25,479$1.19M0.16%+1,39513F-HRTimeline
Plum Street Advisors, LLC24,068$1.12M0.4%+7,54913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC21,696$1.01M<0.01%-1,17013F-HRTimelineGroup
SageView Advisory Group, LLC20,057$933K0.03%-38213F-HRTimeline
Robertson Stephens Wealth Management, L…16,832$783K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,683$777K<0.01%+6,71313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,851$691K<0.01%+35013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/13,025$606K0.11%013F-HRTimeline
MML INVESTORS SERVICES, LLC12,825$597K<0.01%+51913F-HRTimeline
Ally Invest Advisors Inc.10,638$495K0.03%-1,24113F-HRTimeline
Haverford Trust Co9,856$459K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,536$444K0.01%+3,31913F-HRTimelineGroup
Beacon Pointe Advisors, LLC9,292$432K<0.01%+57613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,842$411K<0.01%-2,98013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO8,359$389K0.05%new13F-HRTimeline
MAI Capital Management8,340$388K<0.01%+47613F-HRTimeline
Modern Wealth Management, LLC7,909$368K0.01%+1513F-HRTimeline
RFG Advisory, LLC7,276$339K0.01%new13F-HRTimeline
Abacus Planning Group, Inc.7,058$328K0.04%013F-HRTimeline
Asset Dedication, LLC6,552$305K0.02%013F-HRTimeline
KWB Wealth6,389$297K0.03%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,468$254K0.11%new13F-HRTimeline
Cetera Investment Advisers5,324$248K<0.01%-12113F-HRTimeline
Optas, LLC5,273$245K0.04%-7213F-HRTimeline
DIVERSIFIED TRUST CO5,080$236K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,845$225K<0.01%+11113F-HRTimelineGroup
Main Street Financial Solutions, LLC4,736$220K0.02%-2,39713F-HRTimeline
Talisman Wealth Advisors LLC8,803$214K0.17%new13F-HRTimeline
Financially in Tune, LLC4,580$213K0.2%13F-HRTimeline
Stewardship Advisors, LLC4,334$202K0.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,190$195K<0.01%+1,05713F-HR/ATimelineGroup
Biltmore Family Office, LLC2,877$134K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,567$119K0.01%+30513F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,168$101K<0.01%013F-HRTimeline
RAELIPSKIE PARTNERSHIP2,159$100K0.04%-5013F-HRTimeline
Longview Financial Advisors LLC1,933$89.9K0.05%-5813F-HRTimeline
Smartleaf Asset Management LLC1,254$58.6K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC780$36.3K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.555$25.8K<0.01%-2713F-HRTimeline
Timmons Wealth Management, LLC539$25.1K0.02%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…397$18.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC210$9.77K<0.01%new13F-HRTimeline
Triumph Capital Management115$5.35K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC115$5.33K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC75$3.49K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC46$2.14K<0.01%+713F-HRTimeline
BIRCHBROOK, INC.43$2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG33$1.54K<0.01%+913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…30$1.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$45<0.01%013F-HRTimelineGroup