DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
EMXF

ISHARES TR

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

CUSIP 46436E742·58 13F holders·last filed Mar 31, 2026
Market cap
4.2%
vs prior quarter
13F value held
$45M
68.0% inst. owned
of float
Holders
58
-42 QoQ
filers reporting
Activity
+52 / −6
+918 added · −748 reduced
this quarter
Concentration
24.54%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported EMXF in Q1 2026. SEI INVESTMENTS CO leads at 24.5% of the visible book. -42 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SEI INVESTMENTS CO
CIK 0000350894
$11M229K0.01%Q1 2026
02
BAILARD, INC.
CIK 0000750641
$6M127K0.14%Q1 2026
03
Invera Wealth Advisors, LLC
CIK 0001976780
$5M107K3.28%Q1 2026
04
Values Added Financial LLC
CIK 0001973921
$4M87K1.76%Q1 2026
05
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$3M59K0.03%Q1 2026
06
Balanced Rock Investment Advisors LLC
CIK 0002011851
$2M44K1.47%Q1 2026
07
Strategic Financial Planning, Inc.
CIK 0001802277
$2M26K1.08%Q1 2026
08
Atlantic Private Wealth, LLC
CIK 0001893143
$2M34K1.06%Q1 2026
09
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$1M31K0.04%Q1 2026
10
Walkner Condon Financial Advisors LLC
CIK 0001817494
$1M25K0.16%Q1 2026
11
Plum Street Advisors, LLC
CIK 0002068236
$1M23K0.39%Q1 2026
12
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$1M22K0.00%Q1 2026
13
Creative Planning
CIK 0001540235
$1M21K0.00%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$737,00015K0.00%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$734,19215K0.00%Q1 2026
16
Pathstone Holdings, LLC
CIK 0002011612
$611,98813K0.00%Q1 2026
17
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$600,41013K0.10%Q1 2026
18
Beacon Pointe Advisors, LLC
CIK 0001744317
$511,63511K0.00%Q1 2026
19
Ally Invest Advisors Inc.
CIK 0001706013
$493,13810K0.03%Q1 2026
20
Haverford Trust Co
CIK 0000842941
$471,52510K0.00%Q1 2026
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