FIRST TRUST BBG EMER MKT DEM (EMDM) Institutional Shareholders
FIRST TRUST BBG EMER MKT DEM (EMDM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.55M in EMDM holdings during the latest filing period.
Naples Global Advisors, Llc is currently the largest disclosed institutional shareholder of EMDM tracked by InsiderSet, reporting ownership valued at approximately $2.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.62M, representing an estimated loss of -3.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed EMDM value among the investors covered in this analysis. Major shareholders include Naples Global Advisors, Llc, Geowealth Management, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST BBG EMER MKT DEM (EMDM).
This page ranks the largest institutional EMDM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$12.55M
Largest Holder
Naples Global Advisors, Llc
Largest Position
$2.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Naples Global Advisors, Llc | 0.17% | 63,011 | $2,722,284 | $2,619,897 | -$102,387 | -3.76% | |
| Geowealth Management, Llc | 0.06% | 45,007 | $1,944,451 | $1,871,319 | -$73,132 | -3.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,420 | $1,227,828 | $1,181,658 | -$46,170 | -3.76% | |
| Osaic Holdings, Inc. | 0.00% | 25,781 | $1,113,701 | $1,071,933 | -$41,768 | -3.75% | |
| Envestnet Asset Management Inc | 0.00% | 22,684 | $980,041 | $943,164 | -$36,877 | -3.76% | |
| Mml Investors Services, Llc | 0.00% | 20,980 | $906,422 | $872,315 | -$34,107 | -3.76% | |
| Treasure Coast Financial Planning | 0.44% | 20,942 | $904,756 | $870,735 | -$34,021 | -3.76% | |
| Onedigital Investment Advisors Llc | 0.01% | 13,895 | $600,310 | $577,732 | -$22,578 | -3.76% | |
| Cetera Investment Advisers | 0.00% | 10,445 | $451,246 | $434,286 | -$16,960 | -3.76% | |
| Davenport & Co Llc | 0.00% | 9,008 | $389,175 | $374,538 | -$14,637 | -3.76% | |
| Jane Street Group, Llc | 0.00% | 7,039 | $304,108 | $292,670 | -$11,438 | -3.76% | |
| Signal Advisors Wealth, Llc | 0.01% | 6,416 | $277,179 | $266,767 | -$10,412 | -3.76% | |
| Old Mission Capital Llc | 0.01% | 5,923 | $255,893 | $246,269 | -$9,624 | -3.76% | |
| Rhodes Investment Advisors Inc | 0.17% | 5,475 | $236,538 | $227,642 | -$8,896 | -3.76% | |
| Stonebridge Financial Planning Group, Llc | 0.06% | 4,652 | $200,982 | $193,423 | -$7,559 | -3.76% | |
| Creative Financial Designs Inc | 0.00% | 384 | $16,590 | $15,966 | -$624 | -3.76% | |
| Assetmark, Inc | 0.00% | 328 | $14,171 | $13,638 | -$533 | -3.76% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 29,813 | $1,288 | $1,239,577 | +$1,238,289 | +96140.44% | |
| Institute For Wealth Management, Llc. | 0.00% | 26 | $1,118 | $1,081 | -$37 | -3.31% |
Frequently asked questions about EMDM
Who are the largest institutional holders of EMDM?
The largest institutional holders of EMDM reported in the latest SEC Form 13F filings include Naples Global Advisors, Llc, Geowealth Management, Llc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported EMDM position.
What is EMDM institutional ownership?
This page tracks EMDM positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST BBG EMER MKT DEM (EMDM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EMDM?
InsiderSet currently tracks 19 institutional managers reporting EMDM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EMDM shareholders.
How much EMDM stock do institutions own?
Institutional investment managers disclosed approximately $12.55M in EMDM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EMDM institutional ownership last updated?
The latest EMDM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EMDM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EMDM position after the reporting date.
Are institutions buying or selling EMDM?
Institutional buying and selling can be analyzed by comparing EMDM positions across consecutive 13F reporting periods. InsiderSet's EMDM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EMDM ownership changes.
How has EMDM institutional ownership changed over time?
InsiderSet tracks EMDM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.