EMHC Institutional Ownership & Shareholders
SPDR BLOOMBERG EM USD BOND (EMHC) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $175.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of EMHC tracked by InsiderSet, reporting ownership valued at approximately $41.10M 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 $38.87M, representing an estimated loss of -5.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed EMHC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG EM USD BOND (EMHC).
This page ranks the largest institutional EMHC 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
104
Total Reported Value
$175.03M
Largest Holder
Lpl Financial Llc
Largest Position
$41.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,615,514 | $41,098,673 | $38,869,267 | -$2,229,406 | -5.42% | |
| Envestnet Asset Management Inc | 0.01% | 875,434 | $22,271,028 | $21,062,942 | -$1,208,086 | -5.42% | |
| Envestnet Portfolio Solutions, Inc. | 0.10% | 785,292 | $19,977,835 | $18,894,126 | -$1,083,709 | -5.42% | |
| Assetmark, Inc | 0.02% | 581,354 | $13,876,922 | $13,987,377 | +$110,455 | +0.80% | |
| Cerity Partners Llc | 0.01% | 399,034 | $10,151,422 | $9,600,758 | -$550,664 | -5.42% | |
| Aspire Private Capital, Llc | 1.24% | 236,635 | $6,020,008 | $5,693,438 | -$326,570 | -5.42% | |
| Jane Street Group, Llc | 0.00% | 135,611 | $3,449,944 | $3,262,801 | -$187,143 | -5.42% | |
| Breakwater Investment Management | 1.12% | 141,974 | $3,388,927 | $3,415,894 | +$26,967 | +0.80% | |
| Newedge Advisors, Llc | 0.01% | 129,504 | $3,294,584 | $3,115,866 | -$178,718 | -5.42% | |
| Raleigh Capital Management Inc. | 0.84% | 113,365 | $2,706,020 | $2,727,562 | +$21,542 | +0.80% | |
| Capital Investment Management, Inc. | 0.78% | 100,689 | $2,561,502 | $2,422,577 | -$138,925 | -5.42% | |
| Landmark Wealth Management, Inc. | 0.84% | 100,315 | $2,552,022 | $2,413,579 | -$138,443 | -5.42% | |
| Cetera Investment Advisers | 0.00% | 94,644 | $2,407,761 | $2,277,135 | -$130,626 | -5.43% | |
| Valtinson Bruner Financial Planning Llc | 0.58% | 91,684 | $2,332,451 | $2,205,917 | -$126,534 | -5.42% | |
| Hibernia Wealth Partners, Llc | 0.96% | 77,340 | $1,846,118 | $1,860,800 | +$14,682 | +0.80% | |
| Signal Advisors Wealth, Llc | 0.07% | 70,953 | $1,693,653 | $1,707,129 | +$13,476 | +0.80% | |
| Kwb Wealth | 0.14% | 70,198 | $1,675,622 | $1,688,964 | +$13,342 | +0.80% | |
| Principal Securities, Inc. | 0.02% | 61,850 | $1,573,464 | $1,488,111 | -$85,353 | -5.42% | |
| Simplicity Wealth,Llc | 0.04% | 61,199 | $1,460,818 | $1,472,448 | +$11,630 | +0.80% | |
| Harbour Investments, Inc. | 0.02% | 53,921 | $1,371,757 | $1,297,339 | -$74,418 | -5.42% | |
| Mml Investors Services, Llc | 0.00% | 53,097 | $1,350,784 | $1,277,514 | -$73,270 | -5.42% | |
| Vicus Capital | 0.07% | 45,621 | $1,160,610 | $1,097,641 | -$62,969 | -5.43% | |
| Mcnamara Financial Services, Inc. | 0.19% | 42,882 | $1,090,918 | $1,031,741 | -$59,177 | -5.42% | |
| Visionary Horizons, Llc | 0.43% | 44,747 | $1,068,116 | $1,076,613 | +$8,497 | +0.80% | |
| Orion Porfolio Solutions, Llc | 0.01% | 40,905 | $1,040,627 | $984,174 | -$56,453 | -5.42% | |
| Midwest Financial Network, Llc | 0.67% | 41,101 | $981,092 | $988,890 | +$7,798 | +0.79% | |
| Rfg Advisory, Llc | 0.01% | 37,269 | $948,123 | $896,692 | -$51,431 | -5.42% | |
| Wealthpoint Financial, Llc | 0.67% | 36,257 | $922,378 | $872,343 | -$50,035 | -5.42% | |
| Sanctuary Advisors, Llc | 0.00% | 36,101 | $918,417 | $868,590 | -$49,827 | -5.43% | |
| Novus Advisors, Llc | 1.83% | 34,477 | $877,095 | $829,517 | -$47,578 | -5.42% | |
| Raymond James Financial Inc | 0.00% | 33,188 | $844,303 | $798,503 | -$45,800 | -5.42% | |
| Osaic Holdings, Inc. | 0.00% | 31,209 | $793,966 | $750,889 | -$43,077 | -5.43% | |
| Legacy Wealth Partners, Llc | 0.16% | 31,072 | $741,689 | $747,592 | +$5,903 | +0.80% | |
| Lockerman Financial Group, Inc. | 1.02% | 29,724 | $709,512 | $715,159 | +$5,647 | +0.80% | |
| Western Wealth Management, Llc | 0.02% | 26,811 | $682,083 | $645,073 | -$37,010 | -5.43% | |
| Fsb Premier Wealth Management, Inc. | 0.19% | 25,969 | $660,653 | $624,814 | -$35,839 | -5.42% | |
| International Private Wealth Advisors Llc | 0.33% | 25,148 | $639,776 | $605,061 | -$34,715 | -5.43% | |
| Ethic Inc. | 0.01% | 24,839 | $631,908 | $597,626 | -$34,282 | -5.43% | |
| Concurrent Investment Advisors, Llc | 0.00% | 24,494 | $584,670 | $589,326 | +$4,656 | +0.80% | |
| Creative Financial Designs Inc | 0.03% | 22,692 | $577,284 | $545,970 | -$31,314 | -5.42% | |
| Schroder Investment Management Group | 0.00% | 22,479 | $572,765 | $540,845 | -$31,920 | -5.57% | |
| Sharkey, Howes & Javer | 0.06% | 22,283 | $531,895 | $536,129 | +$4,234 | +0.80% | |
| Creativeone Wealth, Llc | 0.01% | 19,933 | $507,104 | $479,588 | -$27,516 | -5.43% | |
| Bank Of America Corp | 0.00% | 16,978 | $431,920 | $408,491 | -$23,429 | -5.42% | |
| Axxcess Wealth Management, Llc | 0.02% | 17,523 | $418,274 | $421,603 | +$3,329 | +0.80% | |
| Belpointe Asset Management Llc | 0.01% | 16,008 | $407,267 | $385,152 | -$22,115 | -5.43% | |
| Bluechip Wealth Advisors Llc | 0.14% | 14,759 | $375,469 | $355,102 | -$20,367 | -5.42% | |
| Arete Wealth Advisors, Llc | 0.02% | 14,466 | $368,015 | $348,052 | -$19,963 | -5.42% | |
| Atria Investments, Inc | 0.00% | 15,193 | $362,657 | $365,544 | +$2,887 | +0.80% | |
| Kestra Advisory Services, Llc | 0.00% | 13,358 | $339,836 | $321,393 | -$18,443 | -5.43% |
Frequently asked questions about EMHC
Who are the largest institutional holders of EMHC?
The largest institutional holders of EMHC reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Assetmark, Inc, and Cerity Partners Llc. InsiderSet ranks institutional holders by their latest reported EMHC position.
What is EMHC institutional ownership?
This page tracks EMHC positions reported by institutional investment managers through SEC Form 13F. SPDR BLOOMBERG EM USD BOND (EMHC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EMHC?
InsiderSet currently tracks 104 institutional managers reporting EMHC 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 EMHC shareholders.
How much EMHC stock do institutions own?
Institutional investment managers disclosed approximately $175.03M in EMHC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EMHC institutional ownership last updated?
The latest EMHC 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 EMHC 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 EMHC position after the reporting date.
Are institutions buying or selling EMHC?
Institutional buying and selling can be analyzed by comparing EMHC positions across consecutive 13F reporting periods. InsiderSet's EMHC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EMHC ownership changes.
How has EMHC institutional ownership changed over time?
InsiderSet tracks EMHC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.