Who Owns ISHARES TR (EMXF)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $26.6M of ISHARES TR (EMXF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BAILARD, INC. ($7.7M), Invera Wealth Advisors, LLC ($5.7M), Values Added Financial LLC ($5.4M), Robertson Stephens Wealth Management, LLC ($1.7M), Walkner Condon Financial Advisors LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BAILARD, INC. | $7.7M | 133,396 | Added |
| 2 | Invera Wealth Advisors, LLC | $5.7M | 98,999 | Trimmed |
| 3 | Values Added Financial LLC | $5.4M | 92,810 | Added |
| 4 | Robertson Stephens Wealth Management, LLC | $1.7M | 29,447 | Trimmed |
| 5 | Walkner Condon Financial Advisors LLC | $1.4M | 24,689 | Trimmed |
| 6 | Fairlight Advisors | $776,575 | 13,402 | New |
| 7 | SUMMIT WEALTH GROUP LLC / CO | $441,597 | 7,621 | Trimmed |
| 8 | Cambridge Financial Group, LLC | $413,262 | 7,132 | Hold |
| 9 | Abacus Planning Group, Inc. | $388,751 | 6,709 | Trimmed |
| 10 | Asset Dedication, LLC | $379,654 | 6,552 | Hold |
| 11 | Diversified Trust Co | $294,359 | 5,080 | Hold |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $263,491 | 4,547 | New |
| 13 | Belpointe Asset Management LLC | $239,196 | 4,128 | Trimmed |
| 14 | Fortis Capital Advisors, LLC | $239,196 | 4,128 | Trimmed |
| 15 | Stewardship Advisors, LLC | $231,141 | 3,989 | Trimmed |
| 16 | Optas, LLC | $224,060 | 3,867 | Trimmed |
| 17 | KWB Wealth | $221,523 | 3,823 | Trimmed |
| 18 | NBT BANK N A /NY | $148,164 | 2,557 | Trimmed |
| 19 | RAELIPSKIE PARTNERSHIP | $125,103 | 2,159 | Hold |
| 20 | Longview Financial Advisors LLC | $67,158 | 1,159 | Trimmed |
| 21 | ASSETMARK, INC | $66,942 | 1,171 | New |
| 22 | Farther Finance Advisors, LLC | $37,374 | 645 | Added |
| 23 | MATHER GROUP, LLC. | $27,234 | 470 | New |
| 24 | Triumph Capital Management | $6,664 | 115 | Hold |
| 25 | WOLFF WIESE MAGANA LLC | $2,666 | 46 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30