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Disclosery

XEMDX WESTERN ASSET EMERGING MKTS

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COM (fund)

103 managers (103 13F filers) reported a position in XEMDX shares at 2025-03-31, 22,413,297 shares in all. 9 filers opened a position and 18 filers sold out during the quarter.

Managers
103
13F filers
103
New
9
Added
47
Reduced
18
Sold out
18
Shares held by filers
22,413,297

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY8,282,987$81.9M0.01%+230,09913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,439,868$24M0.1%+8,10413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,609,570$15.9M<0.01%+147,88513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,119,355$11.1M0.02%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,075,335$10.6M<0.01%+84013F-HRTimelineGroup
LPL Financial LLC794,299$7.86M<0.01%+2,97113F-HRTimeline
Advisors Asset Management, Inc.646,109$6.39M0.12%+143,19513F-HR/ATimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC617,883$6.11M0.32%-76,48313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…502,460$4.97M0.09%-6,66713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/409,048$4.05M<0.01%+94,61413F-HRTimelineGroup
Rareview Capital LLC356,399$3.52M2.23%-1,61713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC351,711$3.48M<0.01%+27,23013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC340,451$3.38M<0.01%+11,28513F-HRTimelineGroup
UBS Group AGin group UBS Group AG287,310$2.84M<0.01%-13,41913F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.270,000$2.67M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC237,218$2.35M<0.01%+222,29513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC236,980$2.34M0.02%+18,68213F-HRTimelineGroup
Shaker Financial Services, LLC195,763$1.95M0.76%+27,87813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,378$1.55M<0.01%-14,19813F-HR/ATimelineGroup
Ariadne Wealth Management, LP121,355$1.15M0.6%+1013F-HRTimeline
Integrated Wealth Concepts LLC109,777$1.09M0.01%+1,78913F-HRTimeline
Cambridge Investment Research Advisors,…109,515$1.08M<0.01%+8,01413F-HRTimeline
D.A. DAVIDSON & CO.97,926$968K0.01%+21,91313F-HRTimeline
NewEdge Advisors, LLC92,651$916K0.01%+1,46413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,586$777K<0.01%+6,97013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…72,628$718K0.06%+54,54113F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC72,350$716K0.01%+35,54713F-HRTimelineGroup
Geneos Wealth Management Inc.70,209$694K0.01%+65,19213F-HRTimeline
Laidlaw Wealth Management LLC68,550$678K2.02%+1,00013F-HRTimeline
Mutual Advisors, LLC71,313$667K0.02%+4,94413F-HRTimeline
Cetera Investment Advisers65,778$651K<0.01%-1,16813F-HRTimeline
Comprehensive Money Management Services…62,228$615K0.5%-51013F-HRTimeline
Janney Montgomery Scott LLC59,802$591K<0.01%-2,06813F-HRTimeline
Moloney Securities Asset Management, LLC59,281$586K0.08%+4,53613F-HRTimeline
HighTower Advisors, LLC58,069$574K<0.01%-14,72313F-HRTimeline
Camelot Portfolios, LLC55,869$553K0.34%+14,88413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC54,856$543K0.06%+6,99413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,440$529K<0.01%-66313F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP52,971$524K0.03%+34,91613F-HRTimeline
CHOREO, LLC52,172$516K0.01%+6,05113F-HRTimeline
Maridea Wealth Management LLC49,680$491K0.16%-17413F-HRTimeline
Mariner, LLCin group Mariner, LLC48,979$484K<0.01%+8,60413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,176$457K<0.01%+5,02613F-HRTimelineGroup
Samalin Investment Counsel, LLC42,975$425K0.17%+72913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/42,685$422K0.09%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC37,065$367K0.31%new13F-HRTimeline
Avior Wealth Management, LLC37,063$367K0.01%+91013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC36,156$358K0.04%-813F-HRTimelineGroup
Uncommon Cents Investing LLC35,290$349K0.1%+6,79013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,320$320K<0.01%+2413F-HRTimelineGroup
Moors & Cabot, Inc.31,970$316K0.02%-50013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…31,016$307K<0.01%+80013F-HRTimelineGroup
Merit Financial Group, LLC25,756$255K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,509$252K0.01%013F-HRTimelineGroup
Sowell Financial Services LLC25,456$252K0.01%+513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,582$243K<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC24,500$242K0.01%new13F-HRTimeline
COMERICA BANK23,252$230K<0.01%+21713F-HRTimeline
Matisse Capital23,226$230K0.12%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,059$228K0.01%+1,00513F-HRTimelineGroup
WEDBUSH SECURITIES INC21,725$215K0.01%013F-HRTimeline
Papamarkou Wellner Asset Management inc.20,000$197K0.14%013F-HRTimeline
Seed Wealth Management, Inc.19,650$194K0.16%013F-HRTimeline
Advisor Resource Council16,268$161K0.01%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,150$160K0.03%-15613F-HRTimeline
JTC Employer Solutions Trustee Ltd16,138$159K0.01%013F-HRTimeline
Occidental Asset Management, LLC12,623$125K0.02%+1,72213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,447$124K<0.01%-13,12513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,500$124K0.01%+2,11013F-HRTimelineGroup
Waterfront Wealth Inc.11,598$115K0.03%+1,52213F-HRTimeline
Mission Hills Financial Advisory, LLC11,270$111K0.08%013F-HRTimeline
Pekin Hardy Strauss, Inc.10,997$109K0.01%013F-HRTimeline
Arkadios Wealth Advisors10,778$107K<0.01%+5413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,661$105K<0.01%new13F-HRTimelineGroup
Klingman & Associates, LLC10,581$105K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,540$104K<0.01%+5313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…7,911$78.2K0.03%-1,96513F-HRTimeline
WPG Advisers, LLC6,956$68.8K0.06%+10813F-HRTimeline
MAI Capital Management6,772$67K<0.01%+2613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,799$57.4K0.02%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,576$55.1K<0.01%013F-HRTimeline
Peoples Bank/KS3,531$34.9K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,000$29.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,997$29.4K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,000$19K<0.01%+1,99813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,632$16.1K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC1,400$13K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,352$13K<0.01%013F-HRTimelineGroup
First Pacific Financial1,109$11K<0.01%new13F-HRTimeline
Allworth Financial LP1,011$9.39K<0.01%-2,82313F-HRTimeline
Steward Partners Investment Advisory, L…528$5.22K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC527$5.21K<0.01%-1,23013F-HRTimeline
Avion Wealth599$5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…361$3.56K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…315$3.12K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC275$2.72K<0.01%013F-HRTimelineGroup
LRI Investments, LLC239$2.37K<0.01%013F-HRTimeline
Asset Dedication, LLC133$1.32K<0.01%013F-HRTimeline
Dakota Community Bank & Trust NA100$989<0.01%013F-HRTimeline
Cornerstone Planning Group LLC54$499<0.01%+113F-HRTimeline
Creekmur Asset Management LLC1$8<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PenderFund Capital Management Ltd.28$288K013F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.