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Inves Rafi Emer Mrkt-Usd Inc (PXH)

CUSIP: 46138E727 | NYSE | 608 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bank of New York Mellon Corp1,113,686
0.0% of portfolio›$32.4M
Daiwa Securities Group Inc.1,020,500
0.1% of portfolio›$29.7M
Cidel Asset Management Inc736,910
1.0% of portfolio›$21.4M
Truist Financial Corp519,018
0.0% of portfolio›$15.1M
Johnson & White Wealth Management, LLC309,471
3.3% of portfolio›$9.0M
HB Wealth Management, LLC307,300
0.0% of portfolio›$8.9M
Virtus Family Office LLC288,389
6.4% of portfolio›$8.4M
Aries Wealth Management209,863
1.2% of portfolio›$6.1M
Ashton Thomas Private Wealth, LLC171,405
0.1% of portfolio›$5.0M
Creative Planning158,718
0.0% of portfolio›$4.6M
Lmcg Investments, LLC130,150
0.2% of portfolio›$3.8M
Trademark Financial Management, LLC115,290
1.4% of portfolio›$3.4M
Professional Financial Management, Inc.107,962
3.2% of portfolio›$3.1M
Kathmere Capital Management, LLC107,288
0.2% of portfolio›$3.1M
SigFig Wealth Management, LLC105,583
0.1% of portfolio›$3.1M
Wealth Enhancement Advisory Services, LLC96,933
0.0% of portfolio›$2.8M
Ascentis Independent Advisors88,143
0.2% of portfolio›$2.6M
Sepio Capital, LP87,331
0.1% of portfolio›$2.5M
KWB Wealth84,652
0.2% of portfolio›$2.5M
Connecticut Capital Management Group, LLC71,488
1.7% of portfolio›$2.1M
TrueMark Investments, LLC66,583
0.2% of portfolio›$1.9M
MassMutual Private Wealth & Trust, FSB66,391
0.1% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.52,517
0.0% of portfolio›$1.5M
TopTier Wealth Management, LLC51,971
0.9% of portfolio›$1.5M
Integrated Advisors Network LLC50,771
0.1% of portfolio›$1.5M
Layline Advisors, LLC47,029
1.2% of portfolio›$1.4M
Goldstein Advisors, LLC40,520
0.1% of portfolio›$1.2M
AlphaCore Capital LLC37,664
0.0% of portfolio›$1.1M
Accel Wealth Management36,317
0.2% of portfolio›$1.1M
Apollon Wealth Management, LLC36,020
0.0% of portfolio›$1.0M
Parallel Advisors, LLC33,822
0.0% of portfolio›$983.2K
Net Worth Advisory Group33,304
0.2% of portfolio›$963.2K
Firethorn Wealth Partners, LLC33,273
0.3% of portfolio›$967.2K
Key FInancial Inc29,847
0.1% of portfolio›$867.7K
Charles Schwab Trust Co29,517
0.0% of portfolio›$858.0K
Crusonia Wealth Advisors LLC29,012
0.1% of portfolio›$843.4K
Breakwater Capital Group28,030
0.1% of portfolio›$814.8K
BIP Wealth, LLC26,938
0.0% of portfolio›$783.1K
Titleist Asset Management, LLC26,677
0.1% of portfolio›$775.5K
Davenport & Co LLC26,512
0.0% of portfolio›$770.7K
Sard Wealth Management Group, LLC24,006
0.3% of portfolio›$697.9K
Commonwealth Equity Services, LLC23,906
0.0% of portfolio›$694.9K
IFP Advisors, Inc22,491
0.0% of portfolio›$653.8K
VestGen Advisors, LLC22,085
0.0% of portfolio›$642.0K
Flagstar Securities, Inc21,381
0.2% of portfolio›$621.5K
Prairiewood Capital, LLC20,705
0.2% of portfolio›$601.9K
Redwood Financial Network Corp19,989
0.3% of portfolio›$581.1K
Revolve Wealth Partners, LLC17,471
0.1% of portfolio›$507.9K
Onyx Bridge Wealth Group LLC16,935
0.0% of portfolio›$492.3K
Lido Advisors, LLC14,797
0.0% of portfolio›$430.1K
HUB Investment Partners, LLC12,571
0.0% of portfolio›$365.4K
Vise Technologies, Inc.11,422
0.0% of portfolio›$332.1K
Freedom Day Solutions, LLC11,353
0.1% of portfolio›$330.0K
JFS Wealth Advisors, LLC11,338
0.0% of portfolio›$329.6K
Paragon Capital Management Ltd11,027
0.1% of portfolio›$320.6K
Navigate Wealth Management, LLC10,974
0.2% of portfolio›$324.9K
Capital Investment Advisors, LLC10,332
0.0% of portfolio›$300.4K
CoreCap Advisors, LLC9,653
0.0% of portfolio›$280.6K
Brighton Jones LLC9,312
0.0% of portfolio›$270.7K
Root Financial Partners, LLC8,187
0.0% of portfolio›$238.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,155
0.0% of portfolio›$237.1K
Asset Dedication, LLC8,092
0.0% of portfolio›$235.2K
KCM Investment Advisors LLC8,000
0.0% of portfolio›$232.6K
Capital Investment Advisory Services, LLC7,611
0.0% of portfolio›$221.2K
Penobscot Wealth Management7,609
0.1% of portfolio›$221.2K
Facet Wealth, Inc.7,581
0.0% of portfolio›$220.4K
Gradient Investments LLC7,172
0.0% of portfolio›$208.5K
Larson Financial Group LLC6,997
0.0% of portfolio›$203.4K
Fifth Third Bancorp6,664
0.0% of portfolio›$193.7K
Farther Finance Advisors, LLC5,011
0.0% of portfolio›$145.7K
EverSource Wealth Advisors, LLC3,187
0.0% of portfolio›$92.6K
US Bancorp \de\2,688
0.0% of portfolio›$78.1K
First Horizon Corp2,513
0.0% of portfolio›$73.1K
Three Bridge Wealth Advisors, LLC2,505
0.0% of portfolio›$72.8K
Golden State Wealth Management, LLC1,895
0.0% of portfolio›$55.1K
Private Trust Co NA1,500
0.0% of portfolio›$43.6K
Versant Capital Management, Inc1,379
0.0% of portfolio›$40.1K
Assetmark, Inc993
0.0% of portfolio›$28.9K
Mather Group, Llc.755
0.0% of portfolio›$21.9K
Valued Wealth Advisors LLC723
0.0% of portfolio›$21.0K
Silver Grove Financial Group, Inc.551
0.0% of portfolio›$16.0K
Godsey & Gibb, Inc541
0.0% of portfolio›$15.7K
Cape Investment Advisory, Inc.380
0.0% of portfolio›$11.0K
Clean Yield Group377
0.0% of portfolio›$11.0K
Abound Wealth Management374
0.0% of portfolio›$10.9K
Downshift Financial, LLC365
0.0% of portfolio›$10.6K
Blue Trust, Inc.333
0.0% of portfolio›$9.7K
Bell Investment Advisors, Inc262
0.0% of portfolio›$7.6K
Chilton Capital Management LLC180
0.0% of portfolio›$5.2K
Latitude Advisors, LLC111
0.0% of portfolio›$3.2K
Spire Wealth Management102
0.0% of portfolio›$3.0K
Navigoe, LLC80
0.0% of portfolio›$2
Gamma Investing LLC80
0.0% of portfolio›$2.3K
Avion Wealth70
0.0% of portfolio›$2
Triumph Capital Management50
0.0% of portfolio›$1.5K
Next Level Wealth Planning, LLC44
0.0% of portfolio›$1.3K
Carolina Wealth Advisors, LLC35
0.0% of portfolio›$1.0K
Signature Resources Capital Management, LLC4
0.0% of portfolio›$116
PFS Partners, LLC3
0.0% of portfolio›$88
Highline Wealth Partners LLC3
0.0% of portfolio›$87
Pinnacle Wealth Planning Services, Inc.2
0.0% of portfolio›$58
Archer Investment Corp2
0.0% of portfolio›$65
Quaker Wealth Management, LLC2
0.0% of portfolio›$59
Mosley Wealth Management1
0.0% of portfolio›$30
Hoey Investments, Inc1
0.0% of portfolio›$30
Salomon & Ludwin, LLC1
0.0% of portfolio›$29
Cassaday & Co Wealth Management LLC1
0.0% of portfolio›$30
Signaturefd, LLC1
0.0% of portfolio›$29
Owl Creek Wealth Partners LLC1
0.0% of portfolio›$30
Jacobi Capital Management LLC1
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
1,113,686$32.4M0.0%CoreLowNew York, NY2026-11-05
Daiwa Securities Group Inc.
1,020,500$29.7M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Cidel Asset Management Inc
736,910$21.4M1.0%CoreMediumToronto, Australia2026-10-29
Truist Financial Corp
519,018$15.1M0.0%CoreLowCharlotte, NC2026-10-30
Johnson & White Wealth Management, LLC
309,471$9.0M3.3%ETFVery LowYork, PA2026-11-03
HB Wealth Management, LLC
307,300$8.9M0.0%IndexVery LowAtlanta, GA2026-10-23
Virtus Family Office LLC
288,389$8.4M6.4%Deep ValueMediumEl Paso, TX2026-10-30
Aries Wealth Management
209,863$6.1M1.2%CoreVery LowPortland, ME2026-10-23
Ashton Thomas Private Wealth, LLC
171,405$5.0M0.1%CoreMediumScottsdale, AZ2026-11-03
Creative Planning
158,718$4.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Lmcg Investments, LLC
130,150$3.8M0.2%CoreLowBoston, MA2026-10-21
Trademark Financial Management, LLC
115,290$3.4M1.4%ETFMediumBloomington, MN2026-10-23
Professional Financial Management, Inc.
107,962$3.1M3.2%ETFMediumAppleton, WI2026-10-22
Kathmere Capital Management, LLC
107,288$3.1M0.2%ETFLowWayne, PA2026-10-20
SigFig Wealth Management, LLC
105,583$3.1M0.1%ETFLowSan Francisco, CA2026-10-07
Wealth Enhancement Advisory Services, LLC
96,933$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Ascentis Independent Advisors
88,143$2.6M0.2%ETFLowDallas, TX2026-11-03
Sepio Capital, LP
87,331$2.5M0.1%ETFLowSalt Lake City, UT2026-10-22
KWB Wealth
84,652$2.5M0.2%ETFMediumRedlands, CA2026-10-16
Connecticut Capital Management Group, LLC
71,488$2.1M1.7%GrowthLowMilford, CT2026-10-29
TrueMark Investments, LLC
66,583$1.9M0.2%YieldHighChicago, IL2026-11-05
MassMutual Private Wealth & Trust, FSB
66,391$1.9M0.1%CoreLowSpringfield, MA2026-10-05
Cambridge Investment Research Advisors, Inc.
52,517$1.5M0.0%ETFLowFairfield, IA2026-11-02
TopTier Wealth Management, LLC
51,971$1.5M0.9%ETFVery LowMuskego, WI2026-10-16
Integrated Advisors Network LLC
50,771$1.5M0.1%GrowthMediumDallas, TX2026-10-20
Layline Advisors, LLC
47,029$1.4M1.2%ETFLowRochester, NY2026-11-02
Goldstein Advisors, LLC
40,520$1.2M0.1%ETFMediumMadison, WI2026-10-15
AlphaCore Capital LLC
37,664$1.1M0.0%ETFLowLa Jolla, CA2026-11-04
Accel Wealth Management
36,317$1.1M0.2%ETFLowWaverly, IA2026-10-13
Apollon Wealth Management, LLC
36,020$1.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Parallel Advisors, LLC
33,822$983.2K0.0%IndexLowSan Francisco, CA2026-11-03
Net Worth Advisory Group
33,304$963.2K0.2%GARPMediumSandy, UT2026-10-20
Firethorn Wealth Partners, LLC
33,273$967.2K0.3%ETFLowAugusta, GA2026-10-14
Key FInancial Inc
29,847$867.7K0.1%ETFLowWest Chester, PA2026-11-02
Charles Schwab Trust Co
29,517$858.0K0.0%ETFLowHenderson, NV2026-10-15
Crusonia Wealth Advisors LLC
29,012$843.4K0.1%ETFVery LowDenver, CO2026-10-26
Breakwater Capital Group
28,030$814.8K0.1%ETFLowParamus, NJ2026-10-09
BIP Wealth, LLC
26,938$783.1K0.0%ETFMediumAtlanta, GA2026-10-22
Titleist Asset Management, LLC
26,677$775.5K0.1%ETFLowSan Antonio, TX2026-10-08
Davenport & Co LLC
26,512$770.7K0.0%CoreMediumRichmond, VA2026-10-14
Sard Wealth Management Group, LLC
24,006$697.9K0.3%ETFVery LowAtlanta, GA2026-10-16
Commonwealth Equity Services, LLC
23,906$694.9K0.0%ETFLowWaltham, MA2026-11-02
IFP Advisors, Inc
22,491$653.8K0.0%GrowthLowTampa, FL2026-10-16
VestGen Advisors, LLC
22,085$642.0K0.0%GrowthMediumChicago, IL2026-10-27
Flagstar Securities, Inc
21,381$621.5K0.2%ETFVery LowNew York, NY2026-10-15
Prairiewood Capital, LLC
20,705$601.9K0.2%ETFVery LowFargo, ND2026-10-16
Redwood Financial Network Corp
19,989$581.1K0.3%ETFLowSolon, OH2026-11-03
Revolve Wealth Partners, LLC
17,471$507.9K0.1%ETFVery LowHackensack, NJ2026-10-23
Onyx Bridge Wealth Group LLC
16,935$492.3K0.0%ETFMediumTarrytown, NY2026-10-16
Lido Advisors, LLC
14,797$430.1K0.0%GrowthLowLos Angeles, CA2026-11-04
HUB Investment Partners, LLC
12,571$365.4K0.0%GrowthLowAustin, TX2026-11-03
Vise Technologies, Inc.
11,422$332.1K0.0%IndexLowNew York, NY2026-10-29
Freedom Day Solutions, LLC
11,353$330.0K0.1%CoreLowHouston, TX2026-10-20
JFS Wealth Advisors, LLC
11,338$329.6K0.0%ETFVery LowHermitage, PA2026-11-03
Paragon Capital Management Ltd
11,027$320.6K0.1%CoreVery LowDenver, CO2026-10-09
Navigate Wealth Management, LLC
10,974$324.9K0.2%ETFLowBirmingham, AL2026-10-14
Capital Investment Advisors, LLC
10,332$300.4K0.0%CoreLowAtlanta, GA2026-10-22
CoreCap Advisors, LLC
9,653$280.6K0.0%ETFMediumSouthfield, MI2026-10-08
Brighton Jones LLC
9,312$270.7K0.0%CoreVery LowSeattle, WA2026-11-03
Root Financial Partners, LLC
8,187$238.0K0.0%ETFMediumEncinitas, CA2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
8,155$237.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Asset Dedication, LLC
8,092$235.2K0.0%ETFLowSan Francisco, CA2026-11-03
KCM Investment Advisors LLC
8,000$232.6K0.0%CoreVery LowGreenbrae, CA2026-10-27
Capital Investment Advisory Services, LLC
7,611$221.2K0.0%CoreMediumRaleigh, NC2026-10-30
Penobscot Wealth Management
7,609$221.2K0.1%ETFVery LowPortland, ME2026-10-21
Facet Wealth, Inc.
7,581$220.4K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Gradient Investments LLC
7,172$208.5K0.0%CoreMediumArden Hills, MN2026-10-08
Larson Financial Group LLC
6,997$203.4K0.0%GrowthLowSt Louis, MO2026-11-05
Fifth Third Bancorp
6,664$193.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
5,011$145.7K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
3,187$92.6K0.0%CoreMediumBirmingham, AL2026-11-04
US Bancorp \de\
2,688$78.1K0.0%IndexLowMinneapolis, MN2026-11-05
First Horizon Corp
2,513$73.1K0.0%CoreLowMemphis, TN2026-10-26
Three Bridge Wealth Advisors, LLC
2,505$72.8K0.0%ETFLowLos Altos, CA2026-11-05
Golden State Wealth Management, LLC
1,895$55.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Private Trust Co NA
1,500$43.6K0.0%CoreLowCleveland, OH2026-10-20
Versant Capital Management, Inc
1,379$40.1K0.0%GARPLowPhoenix, AZ2026-10-02
Assetmark, Inc
993$28.9K0.0%ETFLowConcord, CA2026-10-21
Mather Group, Llc.
755$21.9K0.0%ETFMediumChicago, IL2026-10-14
Valued Wealth Advisors LLC
723$21.0K0.0%IndexVery LowHolladay, UT2026-11-05
Silver Grove Financial Group, Inc.
551$16.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Godsey & Gibb, Inc
541$15.7K0.0%CoreLowRichmond, VA2026-10-14
Cape Investment Advisory, Inc.
380$11.0K0.0%ETFLowMcdonough, GA2026-10-13
Clean Yield Group
377$11.0K0.0%CoreLowNorwich, VT2026-10-28
Abound Wealth Management
374$10.9K0.0%ETFVery LowFranklin, TN2026-10-26
Downshift Financial, LLC
365$10.6K0.0%ETFLowBoulder, CO2026-10-13
Blue Trust, Inc.
333$9.7K0.0%ETFLowBrentwood, TN2026-10-15
Bell Investment Advisors, Inc
262$7.6K0.0%ETFVery LowOrinda, CA2026-10-29
Chilton Capital Management LLC
180$5.2K0.0%GrowthMediumHouston, TX2026-10-28
Latitude Advisors, LLC
111$3.2K0.0%ETFLowYorkville, IL2026-10-27
Spire Wealth Management
102$3.0K0.0%GrowthMediumMclean, VA2026-10-30
Navigoe, LLC
80$20.0%ETFVery LowRedondo Beach, CA2026-11-04
Gamma Investing LLC
80$2.3K0.0%IndexVery LowFoster City, CA2026-10-08
Avion Wealth
70$20.0%ETFLowThe Woodlands, TX2026-11-04
Triumph Capital Management
50$1.5K0.0%ETFMediumDenver, CO2026-10-14
Next Level Wealth Planning, LLC
44$1.3K0.0%ETFVery LowMeridian, ID2026-10-29
Carolina Wealth Advisors, LLC
35$1.0K0.0%YieldHighMyrtle Beach, SC2026-10-23
Signature Resources Capital Management, LLC
4$1160.0%ETFLowNewport Beach, CA2026-10-16
PFS Partners, LLC
3$880.0%ETFVery LowMine Hill, NJ2026-10-21
Highline Wealth Partners LLC
3$870.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Wealth Planning Services, Inc.
2$580.0%GARPLowMansfield, OH2026-10-27
Archer Investment Corp
2$650.0%CoreMediumCarmel, IN2026-11-05
Quaker Wealth Management, LLC
2$590.0%ETFMediumMoorestown, NJ2026-10-22
Mosley Wealth Management
1$300.0%ETFHighAnaheim, CA2026-10-16
Hoey Investments, Inc
1$300.0%Agg GrowthLowCoatesville, PA2026-10-29
Salomon & Ludwin, LLC
1$290.0%ETFVery LowRichmond, VA2026-10-29
Cassaday & Co Wealth Management LLC
1$300.0%ETFVery LowMclean, VA2026-10-27
Signaturefd, LLC
1$290.0%IndexLowAtlanta, GA2026-10-23
Owl Creek Wealth Partners LLC
1$300.0%IndexLowGreenwood Village, CO2026-10-20
Jacobi Capital Management LLC
1$290.0%CoreLowPittston, PA2026-11-05