VANECK FDS (EMBX)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
53
Reporting holders
$195.7M
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MIDLAND WEALTH ADVISORS, LLC | $57.1M | 1,111,959 | 2.68% | 2q | +7.3%+$3.9M |
| Beaumont Financial Advisors, LLC | $16.6M | 323,198 | 1.06% | 3q | +13.1%+$1.9M |
| LPL Financial LLC | $12.7M | 247,756 | 0.00% | 3q | +28.8%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $11.1M | 216,170 | 0.00% | 3q | +4.0%+$429.3K |
| AVALON CAPITAL MANAGEMENT | $10.9M | 212,985 | 2.58% | 3q | +30.2%+$2.5M |
| Dakota Wealth Management | $9.3M | 180,371 | 0.18% | 3q | +3.2%+$290.5K |
| Integrated Wealth Concepts LLC | $8.0M | 155,138 | 0.04% | 2q | +109.6%+$4.2M |
| OSAIC HOLDINGS, INC. | $6.6M | 129,118 | 0.01% | 2q | +73.3%+$2.8M |
| CONDOR CAPITAL MANAGEMENT | $6.5M | 127,588 | 0.49% | 3q | +2.9%+$187.5K |
| WESPAC Advisors SoCal, LLC | $6.5M | 125,714 | 1.15% | 2q | +4.7%+$290.2K |
| Csenge Advisory Group | $5.9M | 114,577 | 0.24% | new | NEW |
| Krilogy Financial LLC | $4.8M | 93,614 | 0.14% | 2q | +4.1%+$190.3K |
| NewEdge Wealth, LLC | $4.5M | 87,098 | 0.04% | new | NEW |
| KRAEMATON INVESTMENT ADVISORS, INC | $4.2M | 81,023 | 3.10% | 3q | +3.4%+$135.8K |
| NorthCrest Asset Manangement, LLC | $3.6M | 70,857 | 0.09% | 2q | +5.0%+$172.9K |
| Perennial Investment Advisors, LLC | $3.3M | 64,525 | 0.22% | 3q | -41.0%-$2.3M |
| Ferguson Shapiro LLC | $3.1M | 60,300 | 0.91% | 3q | +38.9%+$867.1K |
| Integras Partners LLC | $2.8M | 54,273 | 1.54% | new | NEW |
| NewEdge Advisors, LLC | $2.2M | 42,663 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $2.0M | 39,313 | 0.00% | 2q | HELD |
| SK Wealth Management, LLC | $1.1M | 22,066 | 0.25% | 3q | -4.4%-$51.9K |
| IFP Advisors, Inc | $1.1M | 21,393 | 0.02% | new | NEW |
| JANE STREET GROUP, LLC | $1.1M | 21,295 | 0.00% | 2q | +161.6%+$674.9K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $965.9K | 18,824 | 0.30% | 3q | -9.8%-$104.6K |
| Equitable Holdings, Inc. | $825.0K | 16,079 | 0.00% | 3q | +1.3%+$10.7K |
| Cushing Capital Partners, LLC | $773.9K | 15,082 | 0.53% | 2q | +8.5%+$60.3K |
| Summit Wealth Partners, LLC | $767.7K | 14,962 | 0.11% | 2q | +158.2%+$470.4K |
| TPG Advisors LLC | $759.0K | 14,793 | 0.42% | 3q | +22.7%+$140.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $618.0K | 12,045 | 0.03% | new | NEW |
| Steward Partners Investment Advisory, LLC | $612.0K | 11,928 | 0.00% | 2q | +3710.9%+$596.0K |
| STIFEL FINANCIAL CORP | $563.3K | 10,978 | 0.00% | 3q | HELD |
| Alpine Bank Wealth Management | $501.5K | 9,773 | 0.06% | new | NEW |
| Signal Advisors Wealth, LLC | $490.0K | 9,549 | 0.02% | 3q | -16.7%-$98.0K |
| Bison Wealth, LLC | $409.8K | 8,000 | 0.04% | new | NEW |
| Mills Wealth Advisors LLC | $408.7K | 7,966 | 0.13% | new | NEW |
| Echo45 Advisors LLC | $381.6K | 7,437 | 0.20% | 3q | +1.0%+$4.0K |
| AVAII WEALTH MANAGEMENT, LLC | $379.3K | 7,393 | 0.11% | 2q | +8.8%+$30.8K |
| Opal Wealth Advisors, LLC | $331.1K | 6,453 | 0.07% | 3q | +1.4%+$4.5K |
| Aptus Capital Advisors, LLC | $306.7K | 5,977 | 0.00% | new | NEW |
| Gladstone Institutional Advisory LLC | $266.2K | 5,188 | 0.01% | 3q | +1.4%+$3.7K |
| FWG Holdings, LLC | $252.6K | 4,980 | 0.09% | 2q | +15.4%+$33.8K |
| Stonebridge Financial Planning Group, LLC | $240.7K | 4,691 | 0.08% | new | NEW |
| Cetera Investment Advisers | $228.6K | 4,454 | 0.00% | 3q | -4.6%-$10.9K |
| VICTORY FINANCIAL GROUP, LLC | $221.0K | 4,307 | 0.02% | new | NEW |
| Balefire, LLC | $207.4K | 4,043 | 0.03% | new | NEW |
| Park Square Financial Group, LLC | $161.2K | 3,142 | 1.46% | new | NEW |
| Farther Finance Advisors, LLC | $120.2K | 2,342 | 0.00% | 2q | +521.2%+$100.8K |
| Signature Resources Capital Management, LLC | $45.9K | 894 | 0.02% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.2K | 71,065 | 0.00% | 2q | +4.8% |
| Arax Advisory Partners | $15.9K | 309 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $11.0K | 214 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $10.6K | 207 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $10.0K | 194 | 0.00% | 3q | -53.9%-$11.6K |
| COMPASS FINANCIAL MANAGEMENT LLC | $3.0K | 58 | 0.00% | new | FIRST |
| Janney Montgomery Scott LLC | $835 | 16,272 | 0.00% | 3q | -43.2% |
| Cambridge Investment Research Advisors, Inc. | $560 | 10,916 | 0.00% | 2q | +146.7% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 53 | $195.7M | 3,815,256 | 16 | 26 | 6 | 0.0% |
| Q1 2026 | 41 | $156.0M | 3,110,764 | 18 | 13 | 6 | 0.0% |
| Q4 2025 | 24 | $73.2M | 1,445,759 | 24 | 0 | 0 | 0.0% |