XEMDX Institutional Ownership & Shareholders
WESTERN ASSET EMRG MRKT DBT (XEMDX) is currently held by 97 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $217.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XEMDX tracked by InsiderSet, reporting ownership valued at approximately $97.21M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed XEMDX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET EMRG MRKT DBT (XEMDX).
This page ranks the largest institutional XEMDX 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
97
Total Reported Value
$217.72M
Largest Holder
Morgan Stanley
Largest Position
$97.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 9,050,920 | $97,206,901 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 1,361,589 | $14,623,466 | — | — | — | |
| Pathstone Holdings, Llc | 0.04% | 905,604 | $8,893,034 | — | — | — | |
| Lpl Financial Llc | 0.00% | 801,761 | $8,610,914 | — | — | — | |
| Penserra Capital Management Llc | 0.07% | 789,307 | $8,477,000 | — | — | — | |
| Invesco Ltd. | 0.00% | 736,557 | $7,910,623 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 698,917 | $7,506,367 | — | — | — | |
| Guggenheim Capital Llc | 0.04% | 586,299 | $6,296,851 | — | — | — | |
| Bank Of America Corp | 0.00% | 527,910 | $5,669,752 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.01% | 465,255 | $4,996,839 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 439,250 | $4,717,546 | — | — | — | |
| Rareview Capital Llc | 1.75% | 311,012 | $3,125,671 | — | — | — | |
| Ubs Group Ag | 0.00% | 273,379 | $2,936,090 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 271,307 | $2,914,000 | — | — | — | |
| Cohen & Steers, Inc. | 0.00% | 270,000 | $2,900,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 205,104 | $2,202,827 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 178,725 | $1,919,510 | — | — | — | |
| Uncommon Cents Investing Llc | 0.39% | 169,696 | $1,822,535 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 144,738 | $1,554,486 | — | — | — | |
| Insigneo Advisory Services, Llc | 0.06% | 142,873 | $1,534,457 | — | — | — | |
| Ariadne Wealth Management, Lp | 0.57% | 120,977 | $1,299,293 | — | — | — | |
| D.A. Davidson & Co. | 0.01% | 109,057 | $1,171,282 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 108,981 | $1,170,461 | — | — | — | |
| Stifel Financial Corp | 0.00% | 99,237 | $1,065,807 | — | — | — | |
| Summit Financial, Llc | 0.01% | 94,816 | $1,018,321 | — | — | — | |
| Mutual Advisors, Llc | 0.02% | 85,964 | $923,250 | — | — | — | |
| Graham Capital Management, L.P. | 0.02% | 85,082 | $913,781 | — | — | — | |
| Comprehensive Money Management Services Llc | 0.56% | 83,035 | $891,796 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 74,383 | $799,000 | — | — | — | |
| Gould Asset Management Llc | 0.10% | 56,225 | $603,857 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 55,439 | $595,412 | — | — | — | |
| &Partners | 0.00% | 50,561 | $543,026 | — | — | — | |
| Choreo, Llc | 0.01% | 46,395 | $498,282 | — | — | — | |
| Samalin Investment Counsel, Llc | 0.16% | 45,527 | $488,962 | — | — | — | |
| Advisory Services Network, Llc | 0.01% | 45,265 | $486,147 | — | — | — | |
| Merit Financial Group, Llc | 0.00% | 43,895 | $471,432 | — | — | — | |
| National Bank Of Canada | 0.00% | 40,300 | $431,210 | — | — | — | |
| Mariner, Llc | 0.00% | 39,419 | $423,364 | — | — | — | |
| Advisors Asset Management, Inc. | 0.01% | 30,467 | $389,978 | — | — | — | |
| Advisor Os, Llc | 0.03% | 36,156 | $388,315 | — | — | — | |
| Xtx Topco Ltd | 0.00% | 34,351 | $368,930 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 32,697 | $351,166 | — | — | — | |
| Moors & Cabot, Inc. | 0.01% | 31,670 | $340,136 | — | — | — | |
| Park Avenue Securities Llc | 0.00% | 29,136 | $313,000 | — | — | — | |
| Accredited Investor Services, Llc | 0.18% | 29,074 | $312,255 | — | — | — | |
| Stephens Inc | 0.00% | 28,569 | $306,830 | — | — | — | |
| Laidlaw Wealth Management Llc | 0.87% | 28,350 | $304,479 | — | — | — | |
| Arax Advisory Partners | 0.00% | 27,906 | $299,710 | — | — | — | |
| Apollon Wealth Management, Llc | 0.00% | 27,492 | $295,264 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 27,414 | $294,426 | — | — | — |
Frequently asked questions about XEMDX
Who are the largest institutional holders of XEMDX?
The largest institutional holders of XEMDX reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Pathstone Holdings, Llc, Lpl Financial Llc, and Penserra Capital Management Llc. InsiderSet ranks institutional holders by their latest reported XEMDX position.
What is XEMDX institutional ownership?
This page tracks XEMDX positions reported by institutional investment managers through SEC Form 13F. WESTERN ASSET EMRG MRKT DBT (XEMDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XEMDX?
InsiderSet currently tracks 97 institutional managers reporting XEMDX 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 XEMDX shareholders.
How much XEMDX stock do institutions own?
Institutional investment managers disclosed approximately $217.72M in XEMDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XEMDX institutional ownership last updated?
The latest XEMDX 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 XEMDX 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 XEMDX position after the reporting date.
Are institutions buying or selling XEMDX?
Institutional buying and selling can be analyzed by comparing XEMDX positions across consecutive 13F reporting periods. InsiderSet's XEMDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XEMDX ownership changes.
How has XEMDX institutional ownership changed over time?
InsiderSet tracks XEMDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.