Ticker: IEMG CUSIP: 46434G103 Class: CORE MSCI EMKT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ARGI Investment Services, LLC | 1,464,323 | $98,432 |
| Chan Zuckerberg Initiative, LLC | 772,296 | $51,914 |
| JABODON PT CO | 1,061,996 | $71 |
| HARBOR CAPITAL ADVISORS, INC. | 601,507 | $40 |
| Beacon Bridge Wealth Partners, LLC | 122,215 | $8,215 |
| Amitell Capital Pte Ltd | 31,616 | $2,125 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 3,090,192 | $207,723 |
| Connective Portfolio Management, LLC | 11,000 | $739 |
| Angeles Investment Advisors, LLC | 259,500 | $17,444 |
| GENESIS PRIVATE WEALTH, LLC | 49,356 | $3,318 |
| Vestcor Inc | 553,838 | $37 |
| Navis Wealth Advisors, LLC | 28,905 | $1,943 |
| South Shore Capital Advisors | 11,980 | $805 |
| Moneda S.A. Administradora General de Fondos | 8,855 | $595 |
| Yeomans Consulting Group, Inc. | 24,418 | $1,641 |
| Optivise Advisory Services LLC | 12,504 | $841 |
| Greenspring Advisors, LLC | 82,810 | $5,566 |
| Petros Family Wealth, LLC | 9,766 | $656 |
| GENTRY PRIVATE WEALTH, LLC | 9,993 | $672 |
| XY Planning Network, Inc. | 28,931 | $1,945 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Trustees of Dartmouth College | 417,700 | 744,478 | +326,778 (+78.2%) |
| Passaic Partners LLC | 1,154,400 | 1,774,646 | +620,246 (+53.7%) |
| Japan Science & Technology Agency | 1,094,470 | 3,050,554 | +1,956,084 (+178.7%) |
| Beacon Harbor Wealth Advisors, Inc. | 179,573 | 363,538 | +183,965 (+102.4%) |
| Aspect Partners, LLC | 33,085 | 119,370 | +86,285 (+260.8%) |
| A4 Wealth Advisors LLC | 40,752 | 81,781 | +41,029 (+100.7%) |
| KWB Wealth | 5,746 | 410,391 | +404,645 (+7042.2%) |
| Sovereign Investment Advisors, LLC | 78,464 | 193,455 | +114,991 (+146.6%) |
| EVERGREEN CAPITAL MANAGEMENT LLC | 176,371 | 1,608,892 | +1,432,521 (+812.2%) |
| Kingdom Financial Group LLC. | 54,663 | 152,966 | +98,303 (+179.8%) |
| Dynasty Wealth Management, LLC | 4,184,691 | 6,740,260 | +2,555,569 (+61.1%) |
| Astoria Portfolio Advisors LLC. | 119,294 | 210,816 | +91,522 (+76.7%) |
| JB Capital LLC | 1,715,500 | 2,219,576 | +504,076 (+29.4%) |
| Nationwide Fund Advisors | 3,196,747 | 4,090,138 | +893,391 (+27.9%) |
| Vericrest Private Wealth | 51,301 | 76,726 | +25,425 (+49.6%) |
| Pacific Life Fund Advisors LLC | 476,359 | 657,476 | +181,117 (+38.0%) |
| SWMG, LLC | 260,885 | 327,412 | +66,527 (+25.5%) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 479,511 | 774,664 | +295,153 (+61.6%) |
| May Hill Capital, LLC | 141,831 | 340,758 | +198,927 (+140.3%) |
| TSFG, LLC | 279,558 | 460,054 | +180,496 (+64.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Myriad Asset Management US LP | 593,384 | 76,926 | -516,458 (-87.0%) |
| Marietta Wealth Management, LLC | 373,366 | 86,882 | -286,484 (-76.7%) |
| NEPC LLC | 1,591,307 | 185,768 | -1,405,539 (-88.3%) |
| Venturi Wealth Management, LLC | 2,412,345 | 1,744,682 | -667,663 (-27.7%) |
| Variant Private Wealth, LLC | 68,180 | 30,136 | -38,044 (-55.8%) |
| Stonebridge Financial Group, LLC | 415,407 | 16,996 | -398,411 (-95.9%) |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 481,005 | 444,365 | -36,640 (-7.6%) |
| Stairway Partners, LLC | 3,523,665 | 3,173,688 | -349,977 (-9.9%) |
| LINCOLN NATIONAL CORP | 1,714,566 | 1,069,133 | -645,433 (-37.6%) |
| Kaydan Wealth Management, Inc. | 116,211 | 11,556 | -104,655 (-90.1%) |
| Kestra Investment Management, LLC | 1,091,703 | 6,590 | -1,085,113 (-99.4%) |
| WIT, LLC | 16,517,680 | 16,350,665 | -167,015 (-1.0%) |
| Custos Family Office, LLC | 117,543 | 84,450 | -33,093 (-28.2%) |
| FWG Investments, LLC. | 91,967 | 72,088 | -19,879 (-21.6%) |
| MAKENA CAPITAL MANAGEMENT LLC | 723,846 | 578,596 | -145,250 (-20.1%) |
| LifePlan Investment Advisors, Inc. | 98,982 | 66,897 | -32,085 (-32.4%) |
| Tarbox Family Office, Inc. | 269,693 | 171,801 | -97,892 (-36.3%) |
| Broadview Financial Management, LLC | 136,123 | 123,739 | -12,384 (-9.1%) |
| North Berkeley Wealth Management, LLC | 149,530 | 145,306 | -4,224 (-2.8%) |
| Smith & Howard Wealth Management, LLC | 220,650 | 192,688 | -27,962 (-12.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Gilbert Capital Group, Inc. | 84,606 | $5,577 |
| FDx Advisors, Inc. | 201,320 | $14 |
| Urban Wealth Management, LLC | 22,882 | $1,123 |
| ASHTON THOMAS SECURITIES, LLC | 237,412 | $15,652 |
| TWO SIGMA SECURITIES, LLC | 181,212 | $11,945 |
| OLD MISSION CAPITAL LLC | 1,229,625 | $81,057 |
| LGT Financial Advisors LLC | 11,028 | $727 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 292,917 | $19,309 |
| FSC Wealth Advisors, LLC | 24,456 | $1,612 |
| RATIONAL ADVISORS LLC | 109,392 | $7,211 |
| BLKBRD Asset Management, LP | 18,776 | $1,238 |
| DRW Securities, LLC | 247,780 | $16,313 |
| Blue Barn Wealth, LLC | 8,497 | $560 |
| Mach-1 Financial Group, LLC | 24,617 | $1,623 |
| FORTRESS FINANCIAL GROUP, LLC | 7,143 | $356 |
| KMG FIDUCIARY PARTNERS, LLC | 46,689 | $3,078 |
| Strategic Financial Concepts, LLC | 13,327 | $879 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,040,005 | $134,477 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 5,782 | $381 |
| Consolidated Portfolio Review Corp | 17,225 | $1,135 |