WESTERN ASSET EMRG MRKT DBT (XEMDX) Institutional Ownership Changes & 13F Activity
WESTERN ASSET EMRG MRKT DBT (XEMDX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Pathstone Holdings, Llc, Wells Fargo & Company/Mn, Advisors Asset Management, Inc., and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -607,929 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +291 | — | 291 | $3.09K | Q4 2025 | May 12, 2026 |
| Titiun Yejiel | Buy | +12,000 | — | 12,000 | $127.56K | Q4 2025 | Apr 10, 2026 |
| Raymond James Financial Inc | Buy | +574,949 | — | 574,949 | $6.11M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +91,422 | — | 91,422 | $971.82K | Q4 2025 | Feb 18, 2026 |
| Papamarkou Wellner Asset Management Inc. | Buy | +26,400 | — | 26,400 | $280.63K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +425 | — | 425 | $4.52K | Q4 2025 | Feb 18, 2026 |
| Guggenheim Capital Llc | Buy | +448,049 | — | 448,049 | $4.76M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +436,647 | — | 436,647 | $4.64M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +395,089 | — | 395,089 | $4.20M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +219,990 | — | 219,990 | $2.34M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +180,847 | — | 180,847 | $1.92M | Q4 2025 | Feb 17, 2026 |
| Laidlaw Wealth Management Llc | Buy | +60,700 | — | 60,700 | $645.24K | Q4 2025 | Feb 17, 2026 |
| Gould Asset Management Llc | Buy | +50,535 | — | 50,535 | $537.19K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +49,295 | — | 49,295 | $524.01K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +36,760 | — | 36,760 | $390.76K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +25,300 | — | 25,300 | $268.69K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +17,742 | — | 17,742 | $188.60K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +16,020 | — | 16,020 | $170.29K | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | Buy | +12,725 | — | 12,725 | $135.27K | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +11,632 | — | 11,632 | $123.65K | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +11,103 | — | 11,103 | $118.03K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +22 | — | 22 | $234.00 | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +8,968,464 | — | 8,968,464 | $95.33M | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, Llc | Buy | +1,291,410 | — | 1,291,410 | $13.73M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,121,779 | — | 1,121,779 | $11.92M | Q4 2025 | Feb 13, 2026 |
| Cohen & Steers, Inc. | Buy | +270,000 | — | 270,000 | $2.87M | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +157,102 | — | 157,102 | $1.67M | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, Lp | Buy | +120,977 | — | 120,977 | $1.35M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +110,133 | — | 110,133 | $1.17M | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about XEMDX activity
Which institutional owners are buying XEMDX?
Institutional owners buying XEMDX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XEMDX activity?
"Buy" means an investor increased their reported position in XEMDX compared to the prior reporting period. This reflects growing exposure to WESTERN ASSET EMRG MRKT DBT (XEMDX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XEMDX increasing?
Institutional interest in XEMDX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.