13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
EMBX

VANECK FDS

44 institutions still hold VANECK FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92107P772·44 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.1%
vs prior quarter
13F value held
$150M
70.0% inst. owned
of float
Holders
44
-136 QoQ
filers reporting
Activity
+56 / −70
+873 added · −766 reduced
this quarter
Concentration
34.64%
MIDLAND WEALTH ADVISORS LLC #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported EMBX in Q1 2026. MIDLAND WEALTH ADVISORS LLC leads at 34.6% of the visible book. -136 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$52M1.0M2.68%Q1 202602
Beaumont Financial Advisors, LLC
CIK 0001957394
$14M286K0.98%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M208K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$10M192K0.00%Q1 202605
Dakota Wealth Management
CIK 0001631353
$9M175K0.19%Q1 202606
AVALON CAPITAL MANAGEMENT
CIK 0001510809
$8M164K2.31%Q1 202607
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$6M124K0.52%Q1 202608
WESPAC Advisors SoCal, LLC
CIK 0001668188
$6M120K1.28%Q1 202609
Perennial Investment Advisors, LLC
CIK 0001801523
$5M109K0.44%Q1 202610
Krilogy Financial LLC
CIK 0001659047
$5M90K0.15%Q1 202611
KRAEMATON INVESTMENT ADVISORS, INC
CIK 0001910852
$4M78K3.20%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M74K0.01%Q1 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$4M74K0.03%Q1 202614
NorthCrest Asset Manangement, LLC
CIK 0001893159
$3M67K0.11%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M48K0.00%Q1 202616
Ferguson Shapiro LLC
CIK 0001767433
$2M43K0.66%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$2M39K0.00%Q1 202618
SK Wealth Management, LLC
CIK 0001867958
$1M23K0.33%Q4 202519
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$1M21K0.46%Q1 202620
Equitable Holdings, Inc.
CIK 0001333986
$795,28416K0.01%Q1 2026
Page 1 of 3
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