Who Owns EMHY (EMHY)? -- Institutional Holders (2026-06-30)

125 institutions reported holding $354.0M of EMHY (EMHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($59.6M), BlackRock, Inc. ($46.1M), Sound Income Strategies, LLC ($39.7M), BANK OF AMERICA CORP /DE/ ($35.7M), WELLS FARGO & COMPANY/MN ($29.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ASSETMARK, INC$59.6M1.5MAdded
2BlackRock, Inc.$46.1M1.1MAdded
3Sound Income Strategies, LLC$39.7M975,442Trimmed
4BANK OF AMERICA CORP /DE/$35.7M877,905Added
5WELLS FARGO & COMPANY/MN$29.5M725,394Added
6Horizon Wealth Management, LLC$14.6M359,127Added
7Summit Financial, LLC$13.0M320,352Added
8LPL Financial LLC$11.0M270,241Trimmed
9Bank Julius Baer & Co. Ltd, Zurich$10.1M248,792Trimmed
10Vontobel Holding Ltd.$8.1M198,905Trimmed
11MORGAN STANLEY$7.3M179,234Trimmed
12Systelligence, LLC$4.5M110,155New
13AE Wealth Management LLC$4.4M108,150Added
14UBS Group AG$3.8M93,335Added
15BLUELINE ADVISORS LLC$3.8M92,965Added
16Mariner, LLC$3.7M91,516Trimmed
17HSBC HOLDINGS PLC$3.7M0Added
18Kensington Asset Management, LLC$3.3M81,603Added
19Mount Lucas Management LP$3.2M77,798Added
20Cetera Investment Advisers$3.0M73,793Trimmed
21ENVESTNET ASSET MANAGEMENT INC$2.9M70,191Added
22Tidal Investments LLC$2.5M61,131Added
23Impact Partnership Wealth, LLC$2.1M52,565Added
24FOCUS Wealth Advisors, LLC$2.1M52,504Added
25Global Retirement Partners, LLC$2.0M49,507Added

Source: SEC Form 13F filings · as of 2026-06-30