DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (EEMX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
56
Reporting holders
$140.2M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Windmill Hill Asset Management Ltd | $59.7M | 1,102,420 | 13.32% | 3q | HELD |
| Betterment LLC | $30.2M | 556,930 | 0.05% | 23q | -4.9%-$1.6M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $10.8M | 199,956 | 0.13% | 2q | +35.9%+$2.9M |
| Rockefeller Capital Management L.P. | $5.6M | 104,309 | 0.01% | 21q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 73,194 | 0.00% | 2q | -12.6%-$573.1K |
| BANK OF AMERICA CORP /DE/ | $3.9M | 72,765 | 0.00% | 31q | +4.7%+$177.1K |
| BALDWIN WEALTH PARTNERS LLC/MA | $3.3M | 60,865 | 0.22% | 3q | +5.7%+$177.7K |
| Composition Wealth, LLC | $2.3M | 41,673 | 0.03% | 12q | HELD |
| Cerity Partners LLC | $2.1M | 38,491 | 0.00% | 4q | -1.7%-$35.0K |
| FLOW TRADERS U.S. LLC | $2.0M | 36,216 | 0.08% | 2q | -61.4%-$3.1M |
| CITADEL ADVISORS LLC | $1.6M | 29,629 | 0.00% | 2q | -16.7%-$322.1K |
| LPL Financial LLC | $1.6M | 28,740 | 0.00% | 24q | +3.8%+$57.3K |
| TIFF ADVISORY SERVICES, LLC | $890.3K | 16,442 | 0.22% | 4q | +5.6%+$47.1K |
| Creative Planning | $885.5K | 16,353 | 0.00% | 15q | +27.1%+$188.7K |
| JANE STREET GROUP, LLC | $822.8K | 15,195 | 0.00% | 2q | -71.5%-$2.1M |
| BlackRock, Inc. | $753.2K | 13,910 | 0.00% | 3q | +40.4%+$216.6K |
| BAILARD, INC. | $698.0K | 12,891 | 0.01% | 26q | HELD |
| Modera Wealth Management, LLC | $618.9K | 11,430 | 0.01% | 16q | HELD |
| COLDSTREAM CAPITAL MANAGEMENT INC | $612.3K | 11,308 | 0.01% | 18q | HELD |
| SCS Capital Management LLC | $612.1K | 11,304 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $601.8K | 11,114 | 0.00% | 2q | +95.7%+$294.3K |
| Tortoise Investment Management, LLC | $585.6K | 10,814 | 0.04% | 22q | -3.6%-$21.7K |
| PROFFITT & GOODSON INC | $545.9K | 10,082 | 0.07% | 27q | -1.8%-$9.9K |
| Mariner, LLC | $424.5K | 7,839 | 0.00% | 5q | -35.7%-$235.4K |
| HARBOUR INVESTMENTS, INC. | $423.0K | 7,811 | 0.01% | 20q | -1.7%-$7.5K |
| Thrivent Financial for Lutherans | $412.0K | 7,605 | 0.00% | 2q | -6.5%-$28.7K |
| OLD MISSION CAPITAL LLC | $393.0K | 7,257 | 0.01% | new | NEW |
| BRADLEY FOSTER & SARGENT INC/CT | $354.5K | 6,547 | 0.01% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $350.7K | 6,477 | 0.00% | new | NEW |
| Boyd Wealth Management, LLC | $297.1K | 5,487 | 0.11% | new | NEW |
| Financial Engines Advisors L.L.C. | $284.1K | 5,247 | 0.00% | 18q | -8.5%-$26.3K |
| GGM Financial LLC | $272.9K | 5,039 | 0.10% | new | NEW |
| Sankala Group LLC | $268.6K | 5,194 | 0.18% | 3q | -9.0%-$26.4K |
| William Mack & Associates, Inc. | $267.0K | 4,931 | 0.09% | 4q | +5.3%+$13.4K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $236.1K | 4,360 | 0.00% | new | NEW |
| Hobbs Group Advisors, LLC | $227.4K | 4,200 | 0.06% | new | NEW |
| GenTrust, LLC | $214.6K | 3,963 | 0.01% | new | NEW |
| Wealthfront Advisers LLC | $214.3K | 3,957 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $211.4K | 3,904 | 0.00% | new | NEW |
| Arax Advisory Partners | $211.4K | 3,904 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $205.4K | 3,791 | 0.00% | 6q | +69.8%+$84.5K |
| Robinswood Financial LLC | $85.3K | 1,576 | 0.02% | 3q | +12.6%+$9.5K |
| First Bancorp, Inc /ME/ | $63.4K | 1,170 | 0.02% | new | NEW |
| N.E.W. Advisory Services LLC | $48.2K | 889 | 0.00% | 6q | -18.9%-$11.2K |
| UBS Group AG | $46.6K | 860 | 0.00% | 2q | +834.8%+$41.6K |
| MASECO LLP | $29.6K | 547 | 0.00% | 2q | HELD |
| Brooklyn FI, LLC | $21.5K | 420 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $17.2K | 318 | 0.00% | 18q | -0.6% |
| NATIONAL BANK OF CANADA /FI/ | $15.2K | 282 | 0.00% | 19q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $14.9K | 275 | 0.00% | 21q | HELD |
| NewEdge Advisors, LLC | $6.1K | 112 | 0.00% | 15q | HELD |
| ROYAL BANK OF CANADA | $5.0K | 92 | 0.00% | 31q | -13.2% |
| FMR LLC | $2.2K | 40 | 0.00% | 9q | -51.8%-$2.3K |
| Dunhill Financial, LLC | $758 | 14 | 0.00% | 5q | HELD |
| MORGAN STANLEY | $108 | 2 | 0.00% | 15q | -33.3% |
| WELLS FARGO & COMPANY/MN | $37 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $68.6M | 1,299,745 | 1 | 2 | 3 | 0.0% |
| Q2 2026 | 56 | $140.2M | 2,590,142 | 13 | 12 | 18 | 0.0% |
| Q1 2026 | 50 | $115.2M | 2,605,802 | 12 | 9 | 15 | 0.0% |
| Q4 2025 | 42 | $54.9M | 1,285,899 | 8 | 8 | 8 | 0.0% |
| Q3 2025 | 43 | $53.4M | 1,267,001 | 10 | 0 | 22 | 0.0% |
| Q2 2025 | 42 | $57.3M | 1,500,404 | 8 | 10 | 11 | 1.6% |
| Q1 2025 | 39 | $54.0M | 1,583,343 | 4 | 12 | 9 | 1.6% |
| Q4 2024 | 43 | $52.7M | 1,630,681 | 4 | 7 | 17 | 0.0% |
| Q3 2024 | 41 | $57.5M | 1,629,558 | 2 | 7 | 8 | 0.0% |
| Q2 2024 | 42 | $55.0M | 1,697,863 | 4 | 14 | 8 | 0.0% |
| Q1 2024 | 41 | $58.1M | 1,853,902 | 4 | 15 | 10 | 0.0% |
| Q4 2023 | 43 | $57.7M | 1,872,025 | 5 | 13 | 10 | 0.0% |
| Q3 2023 | 40 | $53.4M | 1,842,529 | 5 | 13 | 8 | 0.0% |
| Q2 2023 | 40 | $49.5M | 1,634,009 | 4 | 13 | 7 | 0.0% |
| Q1 2023 | 40 | $60.1M | 1,996,025 | 6 | 13 | 9 | 0.0% |
| Q4 2022 | 37 | $64.3M | 1,121,743 | 4 | 12 | 15 | 0.0% |
| Q3 2022 | 35 | $60.3M | 1,084,999 | 5 | 10 | 8 | 0.0% |
| Q2 2022 | 35 | $69.3M | 1,133,972 | 4 | 13 | 10 | 0.0% |
| Q1 2022 | 36 | $102.1M | 1,472,877 | 5 | 16 | 8 | 0.0% |
| Q4 2021 | 37 | $61.0M | 838,357 | 4 | 9 | 12 | 0.0% |
| Q3 2021 | 33 | $64.1M | 837,500 | 3 | 11 | 8 | 0.0% |
| Q2 2021 | 35 | $69.9M | 841,712 | 7 | 13 | 10 | 0.0% |
| Q1 2021 | 30 | $50.3M | 632,665 | 7 | 11 | 3 | 0.0% |
| Q4 2020 | 23 | $40.9M | 529,942 | 4 | 8 | 7 | 0.0% |
| Q3 2020 | 22 | $25.5M | 385,590 | 4 | 7 | 3 | 0.0% |
| Q2 2020 | 20 | $22.9M | 383,690 | 2 | 6 | 3 | 0.0% |
| Q1 2020 | 20 | $19.3M | 377,436 | 4 | 6 | 6 | 0.0% |
| Q4 2019 | 17 | $38.6M | 588,084 | 4 | 5 | 3 | 0.0% |
| Q3 2019 | 15 | $26.2M | 437,665 | 2 | 6 | 4 | 0.0% |
| Q2 2019 | 16 | $9.7M | 155,067 | 1 | 9 | 1 | 0.0% |
| Q1 2019 | 17 | $16.6M | 265,510 | 5 | 3 | 6 | 0.0% |
| Q4 2018 | 13 | $12.5M | 220,542 | 0 | 0 | 0 | 0.0% |