DOSSIER · 13F Holders · Q2 2026
EMDM

FIRST TRUST BBG EMER MKT DEM

23 institutions still hold FIRST TRUST BBG EMER MKT DEM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X754·23 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$20M
visible holders
Holders
23
filers reporting
Concentration
14.63%
COMPASS FINANCIAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported EMDM in Q2 2026. COMPASS FINANCIAL MANAGEMENT LLC leads at 14.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$3M66K0.34%Q2 2026
02
NAPLES GLOBAL ADVISORS, LLC
CIK 0001582151
$3M63K0.17%Q2 2026
03
GeoWealth Management, LLC
CIK 0001593387
$2M45K0.06%Q2 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M54K0.00%Q1 2026
05
NI ACQUISITIONS COMPANY, LLC
CIK 0002148757
$2M33K0.69%Q2 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M28K0.00%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M26K0.00%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$980K23K0.00%Q2 2026
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$907K26K0.00%Q1 2026
10
MML INVESTORS SERVICES, LLC
CIK 0000701059
$906K21K0.00%Q2 2026
11
Treasure Coast Financial Planning
CIK 0001911307
$905K21K0.44%Q2 2026
12
OneDigital Investment Advisors LLC
CIK 0001690370
$600K14K0.01%Q2 2026
13
Cetera Investment Advisers
CIK 0001666741
$451K10K0.00%Q2 2026
14
DAVENPORT & Co LLC
CIK 0000887777
$389K9K0.00%Q2 2026
15
Signal Advisors Wealth, LLC
CIK 0002010926
$277K6K0.01%Q2 2026
16
OLD MISSION CAPITAL LLC
CIK 0001455915
$256K6K0.00%Q2 2026
17
RHODES INVESTMENT ADVISORS INC /ADV
CIK 0001005186
$237K5K0.17%Q2 2026
18
Stonebridge Financial Planning Group, LLC
CIK 0001802494
$201K5K0.06%Q2 2026
19
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$17K3840.00%Q2 2026
20
ASSETMARK, INC
CIK 0001344551
$14K3280.00%Q2 2026
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