EMGF institutional holders

iShares Emerging Markets Equity Factor ETF · 239 reporting institutions · $2B reported value

Funds that can replace EMGF · EMGF return decomposition

Institutional holdings

Institutions reporting EMGF, largest first
InstitutionReported positionAdvisors at firmReport period
Missionsquare Investments$214.1M02026-06-30
Jpmorgan Chase & Co$192.3M02026-06-30
Strategic Financial Services, Inc.$130M282026-06-30
Dynasty Wealth Management, LLC$117M142026-06-30
Charles Schwab Investment Management Inc$105.2M372026-06-30
Sagespring Wealth Partners$104.1M1262026-06-30
Wells Fargo & Company/mn$94M02026-06-30
Ameriprise Financial Inc$64.2M02026-06-30
Morgan Stanley$61.9M23,1852026-06-30
Lpl Financial LLC$60M23,4582026-06-30
Fmr LLC$51.2M02026-06-30
Raymond James Financial Inc$47.5M02026-06-30
Annex Advisory Services, LLC$46.7M982026-06-30
Pure Financial Advisors, LLC$42.8M882026-06-30
The Ascent Group, LLC$42.4M202026-06-30
Cwm, LLC$33.9M6672026-03-31
Envestnet Pmc$32.5M602026-06-30
Larson Financial Group LLC$32.1M672026-06-30
Bank of America Corp /de$28.6M02026-06-30
Evolve Private Wealth, LLC$27.4M192026-06-30
Dynamic$25.2M752026-06-30
Equitable Holdings, Inc.$22.6M02026-06-30
Old Mission Capital LLC$13.7M02026-06-30
Callan Family Office, LLC$13M02026-06-30
Frontier Asset Management, LLC$12.1M92026-06-30
Amplius Wealth Advisors$11.6M112026-06-30
Mercer Global Advisors Inc /adv$11.4M02026-06-30
Hixon Zuercher, LLC$11M52026-06-30
Commonwealth Equity Services, LLC$11M2,8632026-06-30
Foundations Investment Advisors, LLC$10.4M3022026-06-30
Integrated Wealth Concepts LLC$10.1M4802026-06-30
Weil Company, Inc.$9.9M132026-06-30
Jt Stratford, LLC$9.6M182026-06-30
Navigation Group, LLC$9.4M32026-06-30
Armbruster Capital Management, Inc.$9.2M62026-06-30
Exchange Traded Concepts, LLC$8.8M02026-06-30
Federation Des Caisses Desjardins Du Quebec$8.4M02026-06-30
Vise Technologies, Inc.$8.4M02026-06-30
Jane Street Group, LLC$8.2M02026-06-30
Royal Bank of Canada$8.2M02026-06-30
Alphacore Capital LLC$8M692026-06-30
Arq Wealth Advisors, LLC$7.2M152026-06-30
Stokes Family Office LLC$6.4M122026-06-30
Rhs Financial, LLC$6.3M22026-06-30
Modern Wealth Management, LLC$6.3M1612026-06-30
Farther Finance Advisors, LLC$5.6M3342026-06-30
Cerity Partners LLC$5.5M7772026-06-30
Cetera Investment Advisers$5.4M10,3702026-06-30
Plancorp, LLC$5.2M522026-06-30
Lifegoal Investments, LLC$5.1M62026-06-30
Beirne.$5.1M42026-06-30
Morganrosel Wealth Management, LLC$5.1M22026-06-30
Yhb Investment Advisors, Inc.$4.9M182026-06-30
Sanctuary Advisors, LLC$4.6M4012026-06-30
Veridan Wealth$4.4M42026-06-30
Storen Legacy Partners, LLC$4.2M72026-06-30
Bank of Montreal /can$4.2M02026-06-30
Osaic Holdings, Inc.$4.1M02026-06-30
Arax Advisory Partners$3.9M2322026-06-30
Private Advisor Group, LLC$3.9M9272026-06-30
Beacon Pointe Advisors, LLC$3.9M4662026-06-30
Northwestern Mutual Wealth Management Co$3.7M02026-06-30
Mariner, LLC$3.6M02026-06-30
Keebeck Wealth Management$3.6M52026-06-30
Hightower Advisors, LLC$3.4M1,0462026-06-30
Mullaney, Keating & Wright, Inc.$3.2M32026-06-30
Intrua Financial, LLC$3.1M362026-06-30
Unique Wealth, LLC$3.1M142026-06-30
U.S. Capital Wealth Advisors, LLC$3M02026-03-31
Quotient Wealth Partners, LLC$2.9M362026-06-30
Openarc Corporate Advisory, LLC$2.6M1232026-06-30
Kastel Capital Advisors, LLC$2.5M32026-06-30
Bookends Financial Planning$2.5M62026-06-30
Ullmann Wealth Partners Group, LLC$2.4M82026-06-30
5t Wealth, LLC$2.3M42026-06-30
One Wealth Advisors, LLC$2.3M112026-06-30
Goldstein Advisors, LLC$2.3M122026-06-30
MML Investors Services, LLC$2.1M5,1202026-06-30
Kingsview Wealth Management, LLC$2.1M1152026-06-30
Onedigital Investment Advisors LLC$2.1M3862026-06-30
First Citizens Financial Corp$1.9M02026-06-30
Stratos Wealth Partners, Ltd.$1.7M3862026-06-30
Riverpoint Wealth Management Holdings, LLC$1.7M42026-06-30
Horst & Graben Wealth Management, LLC$1.7M52026-06-30
Stonebridge Wealth Management, LLC$1.6M02026-06-30
Kestra Advisory Services, LLC$1.6M1,4792026-06-30
Strategic Blueprint, LLC$1.6M552026-06-30
Hirtle & Co., LLC$1.6M02026-06-30
Riverbend Wealth Management, LLC$1.5M42026-06-30
Pfg Advisors$1.5M832026-06-30
UBS Group AG$1.5M02026-06-30
Kickstand Ventures, Llc.$1.5M62026-06-30
Kingswood Wealth Advisors, LLC$1.4M1232026-06-30
Empirical Asset Management, LLC$1.4M122026-06-30
TSA Wealth Managment LLC$1.4M02026-06-30
Captrust Financial Advisors$1.4M9622026-06-30
Phillips Financial Management, LLC$1.3M152026-06-30
Traveka Wealth, LLC$1.2M32026-06-30
Seia$1.1M1412026-06-30
O'Shaughnessy Asset Management, LLC$1.1M582026-06-30
Global Retirement Partners LLC$1M4912026-06-30
Lansing Street Advisors$1M62026-06-30
Clearwater Capital Advisors, LLC$1M152026-06-30
Gallacher Capital Management LLC$1M62026-06-30
Hibernia Wealth Partners, LLC$971.5K72026-06-30
Cypress Wealth Services, LLC$964.9K142026-06-30
Diversify Advisory Services, LLC$937.1K1162026-06-30
Diversify Wealth Management, LLC$937.1K782026-06-30
The Wealth Alliance, LLC$903.2K122026-06-30
Aqr Capital Management LLC$872.5K12026-06-30
Parsons Capital Management Inc/ri$852.8K142026-06-30
Beacon Financial Group$823.4K82026-06-30
Fifth Third Bancorp$806.1K02026-06-30
Inspire Advisors, LLC$805.5K752026-06-30
Rockefeller Capital Management LP$792.3K3462026-06-30
J.W. Cole Advisors, Inc.$696.8K4992026-06-30
Williams & Novak, LLC$695.8K52026-06-30
Goldman Sachs Group Inc$667K02026-06-30
Newedge Advisors$666.5K6012026-06-30
Worth Asset Management$661.4K102026-06-30
Quantinno Capital Management LP$661.2K02026-06-30
Heck Capital Advisors, LLC$638.3K242026-06-30
Quadrature Capital Ltd$629.7K02026-06-30
Compound Planning, Inc.$612.7K752026-06-30
Private Trust Co NA$573.1K02026-06-30
Affinity Capital Advisors, LLC$569K52026-06-30
Km Capital Management Ltd.$556.7K42026-06-30
Bourgeon Capital Management LLC$546.5K32026-06-30
Wealth Enhancement Advisory Services, LLC$543.4K1,0262026-06-30
Jordan Park Group LLC$538.1K142026-06-30
Asempa Wealth Advisors$509.8K32026-06-30
Comerica Bank$492.5K02025-12-31
Merit Financial Group, LLC$479.4K2952026-06-30
Fiduciary Trust Co$442.9K02026-06-30
Axxcess Wealth Management, LLC$432.5K382026-06-30
Atlas Legacy Advisors, LLC$432.5K42026-06-30
Citadel Advisors LLC$427.3K02026-06-30
Csenge Advisory Group$426.7K752026-06-30
Barnes Wealth Management Group$412.5K72026-06-30
Dentgroup LLC$412.1K02025-12-31
Advisory Services Network$411.4K2532026-06-30
Savant Wealth Management$411.3K4052026-06-30
Seed Wealth Management, Inc.$402.9K12026-06-30
Aspire Private Capital$379.8K82026-06-30
Scotia Capital Inc.$377.1K02026-06-30
Ifp Advisors, Inc$376.8K3182026-06-30
Assetmark, Inc$376.3K2202026-06-30
Novem Group$368.3K322026-06-30
Bfi Wealth Solutions, LLC$359.3K12026-06-30
Tritonpoint Partners, LLC$355.6K102026-06-30
Envestnet Portfolio Solutions, Inc.$348.5K32026-06-30
Financial Freedom$345.3K32026-06-30
Creative Planning$340.4K1,1712026-06-30
McAdam LLC$339.3K1352026-06-30
Principal Securities, Inc.$337.2K1,4632026-06-30
Ascent Wealth Partners, LLC$327.1K122026-06-30
Corient Private Wealth LP$325.6K6742026-06-30
Hoxton Planning & Management, LLC$313.3K52026-06-30
Purefi Wealth, LLC$307.7K72026-06-30
Fullcircle Wealth LLC$303.2K02025-09-30
Firethorn Wealth Partners, LLC$301.6K72026-06-30
Ridgeline Wealth, LLC$295.2K42026-06-30
Mayflower Advisors$288.7K272026-06-30
Kelly Financial Group LLC$280.8K02026-06-30
Accelerate Investment Advisors LLC$271.5K322026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$270.3K02025-12-31
Acropolis Investment Management, LLC$263.8K372026-06-30
Patriot Financial Group Insurance Agency, LLC$257.1K352026-06-30
New Edge Wealth$255.3K1512026-06-30
Evergreen Capital Management LLC$251.1K282026-06-30
Cabot Wealth Management Inc$248.9K92026-06-30
Seeds Investor LLC$247.5K32026-06-30
Decisionmap Wealth Management, LLC$244.5K42026-06-30
Mgo One Seven LLC$242.1K1182026-06-30
Resolute Wealth Advisor, Inc.$236K32026-06-30
US Bancorp$227.6K02026-06-30
Red Reef Advisors LLC$221.6K32026-06-30
Mather Group, Llc.$220.4K1102026-06-30
Blackrock, Inc.$216.4K02026-06-30
W Advisors, LLC$213.3K22026-06-30
Sageview Advisory Group, LLC$212.8K942026-06-30
Ae Wealth Management LLC$211.7K4712026-06-30
Pinnacle Associates, Ltd.$209.6K332026-06-30
Pinnacle Wealth Management Advisory Group, LLC$202.9K102026-06-30
Wealthspire Advisors, LLC$202.3K2372026-06-30
Savvy Advisors, Inc.$200.9K2142026-06-30
Blair William & Co/il$192.7K3292026-06-30
Asset Dedication, LLC$187.3K112026-06-30
Clearstead; Clearstead Advisory Solutions$132.9K642026-06-30
Aptus Capital Advisors, LLC$101.1K212026-06-30
Fiduciary Financial Advisors$71.1K512026-06-30
Eversource Wealth Advisors, LLC$68K772026-06-30
Harbour Investments, Inc.$66.4K2472026-06-30
Corecap Advisors, LLC$62.9K1182026-06-30
Ashton Thomas Private Wealth, LLC$62.3K962026-06-30
Allworth Financial, LP$62.2K3172026-06-30
Huntington National Bank$48.7K02026-06-30
Cape Investment Advisory, Inc.$47.6K352026-06-30
Strategic Wealth Partners, Ltd.$45.6K02026-06-30
Innovative Asset Advisors Group$40.2K122026-06-30
Blue Trust, Inc.$36.6K02026-06-30
Crewe Advisors LLC$33.5K262026-06-30
Vanguard Advisers Inc$30.5K2,4692026-06-30
Smartleaf Asset Management LLC$29.1K92026-06-30
Parallel Advisors, LLC$27.1K752026-06-30
Buck Wealth Strategies, LLC$21.9K502026-06-30
Golden State Wealth Management, LLC$16.8K472026-06-30
Guerra Advisors Inc$15.8K172025-09-30
Rossby Financial, Lcc$15.8K312026-06-30
National Bank of Canada /fi$14.9K02026-06-30
Cornerstone Planning Group LLC$13.7K232026-06-30
Mosley Wealth Management$12.1K122026-06-30
Wolff Wiese Magana LLC$10.3K42026-06-30
Signature Resources Capital Management, LLC$8.2K02026-06-30
PNC Financial Services Group, Inc.$7.8K02026-06-30
Napier Financial$7.3K92026-06-30
Greykasell Wealth Strategies, Inc.$7K22026-06-30
Meramec Financial Planners, LLC$6.3K72026-06-30
Anchor Investment Management, LLC$6K62026-03-31
Planning Strategies Inc.$5.1K102026-06-30
Mcf Advisors LLC$4.8K332026-06-30
Abich Financial Wealth Management LLC$4.5K72025-09-30
Cgc Financial Services, LLC$4.2K72026-06-30
Park Avenue Securities LLC$4.1K1,9082026-06-30
Franklin Resources Inc$3.4K02026-06-30
Valley National Advisers Inc$3.2K142026-06-30
Thrivent Financial for Lutherans$2.8K02026-06-30
Capital Investment Advisory Services, LLC$2.6K1032026-06-30
Blue Bell Private Wealth Management, LLC$2.6K112026-06-30
Pension & Wealth Management Advisors, Inc.$2.4K72026-06-30
New Republic Capital, LLC$2.2K62026-06-30
Bayban$1.8K02026-06-30
Cambridge Investment Research Advisors, Inc.$6483,9402026-03-31
Rachor Investment Advisory Services, LLC$58742026-06-30
Jones Financial Companies LLLP$50202026-06-30
Networth Advisors, LLC$29562026-06-30
Capital Advisors, Ltd., LLC$210112026-06-30
Citigroup Inc$14702026-06-30
10elms LLP$14742026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30