DaveManuel.com · Institutional Ownership · Who Owns It
WESTERN ASSET EMERGING MKTS (EMD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
99
Reporting holders
$213.7M
Reported value
0.0%
Calls
0.0%
Puts
-3
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $97.2M | 9,050,920 | 0.01% | 35q | HELD |
| RAYMOND JAMES FINANCIAL INC | $14.6M | 1,361,589 | 0.00% | 7q | +41.0%+$4.3M |
| LPL Financial LLC | $8.6M | 801,761 | 0.00% | 31q | -3.9%-$351.1K |
| Penserra Capital Management LLC | $8.5M | 789,307 | 0.07% | 8q | +4.0%+$323.7K |
| Invesco Ltd. | $7.9M | 736,557 | 0.00% | 31q | -6.9%-$587.0K |
| WELLS FARGO & COMPANY/MN | $7.5M | 698,917 | 0.00% | 31q | -6.9%-$559.5K |
| GUGGENHEIM CAPITAL LLC | $6.3M | 586,299 | 0.04% | 31q | +12.5%+$699.9K |
| BANK OF AMERICA CORP /DE/ | $5.7M | 527,910 | 0.00% | 31q | +1.1%+$60.9K |
| Allspring Global Investments Holdings, LLC | $5.0M | 465,255 | 0.01% | 19q | -12.6%-$720.8K |
| AMERIPRISE FINANCIAL INC | $4.7M | 439,250 | 0.00% | 31q | +3.8%+$172.3K |
| Advisors Asset Management, Inc. | $3.7M | 345,812 | 0.06% | 17q | -5.9%-$234.1K |
| Rareview Capital LLC | $3.1M | 311,012 | 1.75% | 11q | +8.4%+$243.3K |
| UBS Group AG | $2.9M | 273,379 | 0.00% | 31q | -5.3%-$164.7K |
| ROYAL BANK OF CANADA | $2.9M | 271,307 | 0.00% | 31q | +1.6%+$44.9K |
| COHEN & STEERS, INC. | $2.9M | 270,000 | 0.00% | 20q | HELD |
| OSAIC HOLDINGS, INC. | $2.2M | 205,104 | 0.00% | 26q | +0.8%+$16.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 178,725 | 0.00% | 31q | +114.3%+$1.0M |
| Uncommon Cents Investing LLC | $1.8M | 169,696 | 0.39% | 12q | +24.7%+$361.4K |
| Integrated Wealth Concepts LLC | $1.6M | 144,738 | 0.01% | 17q | -4.2%-$67.4K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.5M | 142,873 | 0.06% | 9q | +1.6%+$23.5K |
| Ariadne Wealth Management, LP | $1.3M | 120,977 | 0.57% | 9q | HELD |
| D.A. DAVIDSON & CO. | $1.2M | 109,057 | 0.01% | 31q | +3.1%+$35.1K |
| NewEdge Advisors, LLC | $1.2M | 108,981 | 0.00% | 19q | +16.6%+$166.8K |
| STIFEL FINANCIAL CORP | $1.1M | 99,237 | 0.00% | 31q | +22.2%+$193.8K |
| Summit Financial, LLC | $1.0M | 94,816 | 0.01% | 4q | -2.9%-$30.9K |
| Mutual Advisors, LLC | $923.2K | 85,964 | 0.02% | 22q | +1.1%+$9.8K |
| Graham Capital Management, L.P. | $913.8K | 85,082 | 0.02% | 2q | +16.8%+$131.6K |
| Comprehensive Money Management Services LLC | $891.8K | 83,035 | 0.56% | 7q | +4.7%+$39.7K |
| Janney Montgomery Scott LLC | $799.0K | 74,383 | 0.00% | 31q | +7.1%+$53.3K |
| BFC Planning, Inc. | $680.9K | 63,394 | 0.03% | 3q | +1.9%+$12.9K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $603.9K | 56,225 | 0.10% | 30q | HELD |
| Cetera Investment Advisers | $595.4K | 55,439 | 0.00% | 23q | +1.6%+$9.5K |
| &PARTNERS | $543.0K | 50,561 | 0.00% | 2q | +9.1%+$45.2K |
| CHOREO, LLC | $498.3K | 46,395 | 0.01% | 9q | -23.6%-$153.6K |
| Samalin Investment Counsel, LLC | $489.0K | 45,527 | 0.15% | 27q | +2.6%+$12.5K |
| Advisory Services Network, LLC | $486.1K | 45,265 | 0.01% | 2q | HELD |
| Merit Financial Group, LLC | $471.4K | 43,895 | 0.00% | 6q | -0.7%-$3.3K |
| NATIONAL BANK OF CANADA /FI/ | $431.2K | 40,300 | 0.00% | 19q | HELD |
| Mariner, LLC | $423.4K | 39,419 | 0.00% | 16q | +21.3%+$74.3K |
| Global Retirement Partners, LLC | $396.1K | 36,885 | 0.01% | 2q | +4.1%+$15.5K |
| Cambridge Investment Research Advisors, Inc. | $390.0K | 36,356 | 0.00% | 11q | +117.2%+$210.5K |
| Advisor OS, LLC | $388.3K | 36,156 | 0.03% | 23q | HELD |
| XTX Topco Ltd | $368.9K | 34,351 | 0.00% | 2q | -25.7%-$127.7K |
| Rockefeller Capital Management L.P. | $351.2K | 32,697 | 0.00% | 4q | -1.8%-$6.4K |
| Moors & Cabot, Inc. | $340.1K | 31,670 | 0.01% | 10q | -1.2%-$4.3K |
| PARK AVENUE SECURITIES LLC | $313.0K | 29,136 | 0.00% | 31q | -0.6%-$1.9K |
| ACCREDITED INVESTOR SERVICES, LLC | $312.3K | 29,074 | 0.18% | 6q | -10.8%-$37.6K |
| STEPHENS INC /AR/ | $306.8K | 28,569 | 0.00% | 31q | +1.9%+$5.8K |
| Laidlaw Wealth Management LLC | $304.5K | 28,350 | 0.87% | 11q | -4.2%-$13.4K |
| Arax Advisory Partners | $299.7K | 27,906 | 0.00% | 2q | +100.0%+$149.9K |
| Apollon Wealth Management, LLC | $295.3K | 27,492 | 0.00% | 7q | HELD |
| JANE STREET GROUP, LLC | $294.4K | 27,414 | 0.00% | 4q | +155.1%+$179.0K |
| Sowell Financial Services LLC | $265.3K | 24,700 | 0.01% | 17q | -1.9%-$5.1K |
| FIFTH THIRD BANCORP | $265.2K | 24,694 | 0.00% | 2q | -4.5%-$12.5K |
| WEDBUSH SECURITIES INC | $248.0K | 23,080 | 0.01% | 13q | HELD |
| Papamarkou Wellner Asset Management inc. | $214.8K | 20,000 | 0.13% | 7q | -31.0%-$96.7K |
| Equitable Holdings, Inc. | $214.6K | 19,982 | 0.00% | 3q | +42.8%+$64.3K |
| Concurrent Investment Advisors, LLC | $211.3K | 19,675 | 0.00% | 9q | -0.8%-$1.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $196.4K | 18,283 | 0.01% | 8q | +4.1%+$7.7K |
| IMC-Chicago, LLC | $183.7K | 17,104 | 0.00% | new | NEW |
| BlackRock, Inc. | $174.7K | 16,266 | 0.00% | 6q | -11.5%-$22.8K |
| JTC Employer Solutions Trustee Ltd | $173.0K | 16,138 | 0.01% | 16q | HELD |
| Arkadios Wealth Advisors | $147.5K | 13,731 | 0.00% | 10q | -3.0%-$4.6K |
| Virtu Financial LLC | $145.0K | 13,486 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $138.4K | 12,885 | 0.01% | 3q | +1.5%+$2.0K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $135.6K | 12,622 | 0.00% | 17q | HELD |
| Occidental Asset Management, LLC | $135.0K | 12,571 | 0.01% | 11q | +1.5%+$1.9K |
| Private Advisor Group, LLC | $129.1K | 12,024 | 0.00% | 3q | -47.5%-$116.9K |
| Titiun Yejiel | $128.9K | 12,000 | 0.11% | 3q | HELD |
| Mission Hills Financial Advisory, LLC | $124.3K | 11,570 | 0.05% | 7q | HELD |
| HRT FINANCIAL LP | $124.0K | 11,600 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $120.4K | 11,214 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $118.1K | 10,999 | 0.00% | 7q | HELD |
| Waterfront Wealth Inc. | $118.1K | 11,044 | 0.02% | 2q | +2.8%+$3.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $116.9K | 10,888 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $64.3K | 5,986 | 0.00% | 21q | HELD |
| WPG Advisers, LLC | $59.5K | 5,540 | 0.03% | 7q | +1.2% |
| MeadowBrook Investment Advisors LLC | $52.1K | 4,850 | 0.04% | new | NEW |
| IFG Advisory, LLC | $37.6K | 3,500 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $32.2K | 3,000 | 0.00% | 11q | HELD |
| ASSETMARK, INC | $23.3K | 2,167 | 0.00% | 10q | +360.1%+$18.2K |
| Forum Finance Group S.A. | $18.0K | 1,969 | 0.01% | 2q | +2.6% |
| WHITTIER TRUST CO OF NEVADA INC | $11.3K | 1,052 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $10.7K | 1,000 | 0.00% | 12q | -50.0%-$10.7K |
| Steward Partners Investment Advisory, LLC | $9.6K | 890 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.4K | 600 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $6.1K | 570 | 0.00% | 42q | HELD |
| Noble Wealth Management PBC | $5.4K | 500 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $3.4K | 315 | 0.00% | 25q | HELD |
| Strategic Wealth Partners, Ltd. | $3.1K | 291 | 0.00% | 4q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.0K | 275 | 0.00% | 4q | HELD |
| First Command Advisory Services, Inc. | $2.7K | 254 | 0.00% | 3q | HELD |
| LRI Investments, LLC | $2.5K | 237 | 0.00% | 10q | HELD |
| Capital Advisors, Ltd. LLC | $2.0K | 192 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5K | 139 | 0.00% | 25q | -94.5%-$25.7K |
| FIRST HORIZON CORP | $1.1K | 100 | 0.00% | new | NEW |
| Dakota Community Bank & Trust NA | $1.1K | 100 | 0.00% | 16q | HELD |
| Tower Research Capital LLC (TRC) | $913 | 85 | 0.00% | 5q | +102.4% |
| JFS WEALTH ADVISORS, LLC | $419 | 39 | 0.00% | new | NEW |
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 | 23 | $5.7M | 613,858 | 3 | 4 | 8 | 0.0% |
| Q2 2026 | 99 | $213.7M | 19,914,626 | 10 | 37 | 25 | 0.0% |
| Q1 2026 | 102 | $202.6M | 20,621,664 | 15 | 36 | 28 | 0.0% |
| Q4 2025 | 101 | $221.5M | 20,842,742 | 11 | 40 | 23 | 0.0% |
| Q3 2025 | 98 | $221.1M | 21,424,982 | 12 | 30 | 31 | 0.0% |
| Q2 2025 | 97 | $224.2M | 22,303,356 | 4 | 43 | 15 | 0.0% |
| Q1 2025 | 101 | $221.5M | 22,413,269 | 9 | 40 | 15 | 0.0% |
| Q4 2024 | 113 | $219.7M | 22,804,099 | 19 | 34 | 32 | 0.0% |
| Q3 2024 | 100 | $227.8M | 22,345,206 | 10 | 31 | 33 | 0.0% |
| Q2 2024 | 96 | $212.6M | 22,832,824 | 12 | 33 | 26 | 0.0% |
| Q1 2024 | 92 | $404.0M | 42,093,098 | 15 | 37 | 18 | 0.0% |
| Q4 2023 | 94 | $308.7M | 33,382,213 | 14 | 25 | 31 | 0.0% |
| Q3 2023 | 96 | $206.9M | 24,777,121 | 11 | 19 | 28 | 0.0% |
| Q2 2023 | 88 | $211.5M | 24,333,832 | 8 | 25 | 23 | 0.0% |
| Q1 2023 | 92 | $206.0M | 23,786,732 | 12 | 30 | 23 | 0.0% |
| Q4 2022 | 96 | $218.1M | 23,789,554 | 14 | 32 | 30 | 0.0% |
| Q3 2022 | 90 | $231.3M | 28,893,739 | 9 | 32 | 27 | 0.0% |
| Q2 2022 | 92 | $256.7M | 29,041,470 | 12 | 27 | 28 | 0.0% |
| Q1 2022 | 94 | $323.2M | 30,109,971 | 17 | 40 | 18 | 0.0% |
| Q4 2021 | 93 | $351.2M | 27,448,164 | 11 | 26 | 29 | 0.0% |
| Q3 2021 | 91 | $378.8M | 27,847,206 | 12 | 31 | 25 | 0.0% |
| Q2 2021 | 95 | $390.0M | 27,855,990 | 12 | 25 | 34 | 0.0% |
| Q1 2021 | 90 | $364.6M | 27,559,930 | 13 | 32 | 24 | 0.0% |
| Q4 2020 | 93 | $352.1M | 25,304,190 | 11 | 35 | 27 | 0.0% |
| Q3 2020 | 85 | $473.7M | 38,453,259 | 10 | 27 | 26 | 0.0% |
| Q2 2020 | 87 | $339.9M | 27,592,403 | 7 | 33 | 31 | 0.0% |
| Q1 2020 | 90 | $299.3M | 28,363,081 | 17 | 24 | 30 | 0.0% |
| Q4 2019 | 93 | $437.8M | 30,568,871 | 7 | 30 | 25 | 0.0% |
| Q3 2019 | 91 | $406.1M | 29,224,702 | 7 | 29 | 29 | 0.0% |
| Q2 2019 | 93 | $415.8M | 29,037,761 | 9 | 36 | 27 | 0.0% |
| Q1 2019 | 93 | $390.8M | 28,641,143 | 13 | 29 | 28 | 0.0% |
| Q4 2018 | 98 | $365.6M | 29,743,158 | 2 | 0 | 4 | 0.0% |