WESTERN ASSET EMERGING MKTS (EMD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
88
Reporting holders
$200.0M
Reported value
0.0%
Held as options
-5
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $97.2M | 9,050,920 | 0.01% | 35q | HELD |
| RAYMOND JAMES FINANCIAL INC | $14.6M | 1,361,589 | 0.00% | 7q | +41.0%+$4.3M |
| LPL Financial LLC | $8.6M | 801,761 | 0.00% | 31q | -3.9%-$351.1K |
| Invesco Ltd. | $7.9M | 736,557 | 0.00% | 31q | -6.9%-$587.0K |
| WELLS FARGO & COMPANY/MN | $7.5M | 698,917 | 0.00% | 31q | -53.5%-$8.6M |
| GUGGENHEIM CAPITAL LLC | $6.3M | 586,299 | 0.04% | 31q | +12.5%+$699.9K |
| BANK OF AMERICA CORP /DE/ | $5.7M | 527,910 | 0.00% | 31q | +1.1%+$60.9K |
| Allspring Global Investments Holdings, LLC | $5.0M | 465,255 | 0.01% | 19q | -12.6%-$720.8K |
| AMERIPRISE FINANCIAL INC | $4.7M | 439,250 | 0.00% | 31q | -48.1%-$4.4M |
| Advisors Asset Management, Inc. | $3.7M | 345,812 | 0.06% | 34q | -5.9%-$234.1K |
| Rareview Capital LLC | $3.1M | 311,012 | 1.75% | 11q | +8.4%+$243.3K |
| UBS Group AG | $2.9M | 273,379 | 0.00% | 31q | -5.3%-$164.7K |
| ROYAL BANK OF CANADA | $2.9M | 271,307 | 0.00% | 31q | +1.6%+$44.9K |
| OSAIC HOLDINGS, INC. | $2.2M | 205,104 | 0.00% | 26q | +0.8%+$16.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 178,725 | 0.00% | 31q | +114.3%+$1.0M |
| Uncommon Cents Investing LLC | $1.8M | 169,696 | 0.39% | 12q | +24.7%+$361.4K |
| Integrated Wealth Concepts LLC | $1.6M | 144,738 | 0.01% | 17q | -4.2%-$67.4K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.5M | 142,873 | 0.06% | 9q | +1.6%+$23.5K |
| Ariadne Wealth Management, LP | $1.3M | 120,977 | 0.57% | 9q | HELD |
| D.A. DAVIDSON & CO. | $1.2M | 109,057 | 0.01% | 31q | +3.1%+$35.1K |
| NewEdge Advisors, LLC | $1.2M | 108,981 | 0.00% | 19q | +16.6%+$166.8K |
| STIFEL FINANCIAL CORP | $1.1M | 99,237 | 0.00% | 31q | +22.2%+$193.8K |
| Summit Financial, LLC | $1.0M | 94,816 | 0.01% | 4q | -2.9%-$30.9K |
| Merit Financial Group, LLC | $942.9K | 87,790 | 0.00% | 6q | +98.6%+$468.1K |
| Mutual Advisors, LLC | $923.2K | 85,964 | 0.02% | 22q | +1.1%+$9.8K |
| Graham Capital Management, L.P. | $913.8K | 85,082 | 0.02% | 2q | +16.8%+$131.6K |
| Comprehensive Money Management Services LLC | $891.8K | 83,035 | 0.56% | 7q | +4.7%+$39.7K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $603.9K | 56,225 | 0.10% | 30q | HELD |
| Cetera Investment Advisers | $595.4K | 55,439 | 0.00% | 23q | +1.6%+$9.5K |
| &PARTNERS | $543.0K | 50,561 | 0.00% | 2q | +9.1%+$45.2K |
| CHOREO, LLC | $498.3K | 46,395 | 0.01% | 9q | -23.6%-$153.6K |
| Samalin Investment Counsel, LLC | $489.0K | 45,527 | 0.15% | 27q | +2.6%+$12.5K |
| Advisory Services Network, LLC | $486.1K | 45,265 | 0.01% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $431.2K | 40,300 | 0.00% | 19q | HELD |
| Mariner, LLC | $423.4K | 39,419 | 0.00% | 16q | +21.3%+$74.3K |
| Global Retirement Partners, LLC | $396.1K | 36,885 | 0.01% | 2q | +4.1%+$15.5K |
| Advisor OS, LLC | $388.3K | 36,156 | 0.03% | 23q | HELD |
| XTX Topco Ltd | $368.9K | 34,351 | 0.00% | 2q | -25.7%-$127.7K |
| Rockefeller Capital Management L.P. | $351.2K | 32,697 | 0.00% | 4q | -1.8%-$6.4K |
| Moors & Cabot, Inc. | $340.1K | 31,670 | 0.01% | 10q | -1.2%-$4.3K |
| ACCREDITED INVESTOR SERVICES, LLC | $312.3K | 29,074 | 0.18% | 6q | -10.8%-$37.6K |
| STEPHENS INC /AR/ | $306.8K | 28,569 | 0.00% | 31q | +1.9%+$5.8K |
| Laidlaw Wealth Management LLC | $304.5K | 28,350 | 0.87% | 11q | -4.2%-$13.4K |
| Arax Advisory Partners | $299.7K | 27,906 | 0.00% | 2q | +100.0%+$149.9K |
| Apollon Wealth Management, LLC | $295.3K | 27,492 | 0.00% | 7q | HELD |
| JANE STREET GROUP, LLC | $294.4K | 27,414 | 0.00% | 4q | +155.1%+$179.0K |
| Sowell Financial Services LLC | $265.3K | 24,700 | 0.01% | 17q | -1.9%-$5.1K |
| FIFTH THIRD BANCORP | $265.2K | 24,694 | 0.00% | 2q | -4.5%-$12.5K |
| Papamarkou Wellner Asset Management inc. | $214.8K | 20,000 | 0.13% | 7q | -31.0%-$96.7K |
| Equitable Holdings, Inc. | $214.6K | 19,982 | 0.00% | 3q | +42.8%+$64.3K |
| Concurrent Investment Advisors, LLC | $211.3K | 19,675 | 0.00% | 9q | -0.8%-$1.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $196.4K | 18,283 | 0.01% | 8q | +4.1%+$7.7K |
| IMC-Chicago, LLC | $183.7K | 17,104 | 0.00% | new | NEW |
| BlackRock, Inc. | $174.7K | 16,266 | 0.00% | 6q | -11.5%-$22.8K |
| Arkadios Wealth Advisors | $147.5K | 13,731 | 0.00% | 10q | -3.0%-$4.6K |
| Pinnacle Wealth Planning Services, Inc. | $138.4K | 12,885 | 0.01% | 3q | +1.5%+$2.0K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $135.6K | 12,622 | 0.00% | 17q | HELD |
| Occidental Asset Management, LLC | $135.0K | 12,571 | 0.01% | 11q | +1.5%+$1.9K |
| Private Advisor Group, LLC | $129.1K | 12,024 | 0.00% | 3q | -47.5%-$116.9K |
| Titiun Yejiel | $128.9K | 12,000 | 0.11% | 3q | HELD |
| Mission Hills Financial Advisory, LLC | $124.3K | 11,570 | 0.05% | 7q | HELD |
| EverSource Wealth Advisors, LLC | $120.4K | 11,214 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $118.1K | 10,999 | 0.00% | 7q | HELD |
| Waterfront Wealth Inc. | $118.1K | 11,044 | 0.02% | 2q | +2.8%+$3.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $116.9K | 10,888 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $87.5K | 8,143 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $64.3K | 5,986 | 0.00% | 21q | HELD |
| WPG Advisers, LLC | $59.5K | 5,540 | 0.03% | 7q | +1.2% |
| MeadowBrook Investment Advisors LLC | $52.1K | 4,850 | 0.04% | new | NEW |
| IFG Advisory, LLC | $37.6K | 3,500 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $32.2K | 3,000 | 0.00% | 11q | HELD |
| ASSETMARK, INC | $23.3K | 2,167 | 0.00% | 10q | +360.1%+$18.2K |
| WHITTIER TRUST CO OF NEVADA INC | $11.3K | 1,052 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $10.7K | 1,000 | 0.00% | 12q | -50.0%-$10.7K |
| Steward Partners Investment Advisory, LLC | $9.6K | 890 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $8.5K | 789,307 | 0.07% | 8q | +4.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.4K | 600 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $6.1K | 570 | 0.00% | 42q | HELD |
| Noble Wealth Management PBC | $5.4K | 500 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $3.4K | 315 | 0.00% | 25q | HELD |
| Strategic Wealth Partners, Ltd. | $3.1K | 291 | 0.00% | 4q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.0K | 275 | 0.00% | 4q | HELD |
| COHEN & STEERS, INC. | $2.9K | 270,000 | 0.00% | 20q | HELD |
| First Command Advisory Services, Inc. | $2.7K | 254 | 0.00% | 3q | HELD |
| LRI Investments, LLC | $2.5K | 237 | 0.00% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5K | 139 | 0.00% | 25q | -94.5%-$25.7K |
| FIRST HORIZON CORP | $1.1K | 100 | 0.00% | new | NEW |
| Dakota Community Bank & Trust NA | $1.1K | 100 | 0.00% | 15q | HELD |
| Tower Research Capital LLC (TRC) | $913 | 85 | 0.00% | 5q | +102.4% |
| Janney Montgomery Scott LLC | $799 | 74,383 | 0.00% | 31q | +7.1% |
| JFS WEALTH ADVISORS, LLC | $419 | 39 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $390 | 36,356 | 0.00% | 11q | +117.2% |
| PARK AVENUE SECURITIES LLC | $313 | 29,136 | 0.00% | 31q | -0.6% |
| WEDBUSH SECURITIES INC | $248 | 23,080 | 0.01% | 13q | HELD |
| JTC Employer Solutions Trustee Ltd | $173 | 16,138 | 0.01% | 16q | HELD |
| Virtu Financial LLC | $145 | 13,486 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $124 | 11,600 | 0.00% | new | NEW |
| Forum Finance Group S.A. | $18 | 1,969 | 0.01% | 2q | +2.6% |
| Capital Advisors, Ltd. LLC | $2 | 192 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Morgan Stanleywith 1 co-filers | 8.7% |
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 | 88 | $200.0M | 18,637,623 | 8 | 32 | 24 | 0.0% |
| Q1 2026 | 93 | $201.1M | 20,548,337 | 16 | 33 | 26 | 0.0% |
| Q4 2025 | 90 | $213.8M | 20,117,645 | 9 | 38 | 21 | 0.0% |
| Q3 2025 | 87 | $210.0M | 20,348,592 | 11 | 25 | 29 | 0.0% |
| Q2 2025 | 85 | $214.3M | 21,316,736 | 4 | 39 | 12 | 0.0% |
| Q1 2025 | 88 | $209.0M | 21,146,781 | 8 | 35 | 14 | 0.0% |
| Q4 2024 | 101 | $214.5M | 22,265,041 | 17 | 32 | 28 | 0.0% |
| Q3 2024 | 86 | $221.2M | 21,742,462 | 7 | 26 | 31 | 0.0% |
| Q2 2024 | 86 | $210.9M | 22,641,207 | 12 | 32 | 23 | 0.0% |
| Q1 2024 | 79 | $397.1M | 41,375,141 | 12 | 34 | 17 | 0.0% |
| Q4 2023 | 83 | $293.7M | 31,759,856 | 13 | 23 | 27 | 0.0% |
| Q3 2023 | 81 | $186.1M | 22,421,647 | 9 | 18 | 23 | 0.0% |
| Q2 2023 | 74 | $190.8M | 22,119,190 | 5 | 21 | 21 | 0.0% |
| Q1 2023 | 75 | $184.3M | 21,456,491 | 9 | 26 | 18 | 0.0% |
| Q4 2022 | 76 | $195.2M | 21,594,054 | 13 | 23 | 25 | 0.0% |
| Q3 2022 | 91 | $184.1M | 22,983,393 | 9 | 32 | 27 | 0.0% |
| Q2 2022 | 92 | $200.4M | 22,669,848 | 11 | 27 | 29 | 0.0% |
| Q1 2022 | 94 | $246.5M | 22,960,420 | 17 | 40 | 18 | 0.0% |
| Q4 2021 | 94 | $269.9M | 21,093,536 | 10 | 27 | 29 | 0.0% |
| Q3 2021 | 93 | $285.4M | 20,977,109 | 13 | 31 | 25 | 0.0% |
| Q2 2021 | 96 | $297.2M | 21,232,861 | 12 | 26 | 34 | 0.0% |
| Q1 2021 | 93 | $286.2M | 21,632,909 | 14 | 34 | 24 | 0.0% |
| Q4 2020 | 94 | $278.0M | 19,972,827 | 11 | 37 | 25 | 0.0% |
| Q3 2020 | 86 | $243.8M | 19,788,885 | 10 | 27 | 26 | 0.0% |
| Q2 2020 | 87 | $274.3M | 22,260,740 | 7 | 33 | 31 | 0.0% |
| Q1 2020 | 92 | $238.3M | 22,582,776 | 17 | 26 | 29 | 0.0% |
| Q4 2019 | 94 | $337.3M | 23,523,866 | 7 | 29 | 26 | 0.0% |
| Q3 2019 | 91 | $325.6M | 23,442,158 | 7 | 29 | 29 | 0.0% |
| Q2 2019 | 93 | $345.9M | 24,169,094 | 9 | 36 | 27 | 0.0% |
| Q1 2019 | 93 | $322.3M | 23,627,629 | 13 | 29 | 28 | 0.0% |
| Q4 2018 | 98 | $311.1M | 25,307,625 | 2 | 1 | 3 | 0.0% |