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Western Asset Emrg Mrkt DBT (XEMDX)

CUSIP: 95766A101 | US | 458 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMorgan Stanley5,041,7198.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMorgan Stanley5,041,719
8.7% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

LPL Financial LLC805,551
0.0% of portfolio›$7.5M
Rareview Capital LLC340,441
1.5% of portfolio›$3.2M
Commonwealth Equity Services, LLC301,512
0.0% of portfolio›$2.8M
Allspring Global Investments Holdings, LLC200,339
0.0% of portfolio›$1.9M
Uncommon Cents Investing Inc179,111
0.4% of portfolio›$1.7M
D.A. Davidson & Co.120,979
0.0% of portfolio›$1.1M
Ariadne Wealth Management, LP120,977
0.5% of portfolio›$1.1M
Gould Asset Management LLC48,110
0.1% of portfolio›$450.3K
Wolverine Asset Management LLC46,975
0.0% of portfolio›$439.7K
Samalin Investment Counsel, LLC44,759
0.1% of portfolio›$418.9K
Merit Financial Group, LLC43,429
0.0% of portfolio›$406.5K
Choreo, LLC39,160
0.0% of portfolio›$366.5K
Shaker Financial Services, LLC38,135
0.1% of portfolio›$356.9K
Moors & Cabot, Inc.31,870
0.0% of portfolio›$298.3K
Park Avenue Securities LLC28,546
0.0% of portfolio›$267
Advisor OS, LLC28,311
0.0% of portfolio›$265.0K
Accredited Investor Services, LLC27,989
0.1% of portfolio›$262.0K
Apollon Wealth Management, LLC27,492
0.0% of portfolio›$257.3K
Fifth Third Bancorp26,484
0.0% of portfolio›$247.9K
Sowell Financial Services LLC24,438
0.0% of portfolio›$228.7K
Wedbush Securities Inc23,121
0.0% of portfolio›$216
Concurrent Investment Advisors, LLC21,596
0.0% of portfolio›$202.1K
Cambridge Investment Research Advisors, Inc.18,289
0.0% of portfolio›$171
Evergreen Capital Management LLC12,549
0.0% of portfolio›$117.5K
Occidental Asset Management, LLC12,529
0.0% of portfolio›$117.3K
EverSource Wealth Advisors, LLC12,526
0.0% of portfolio›$117.2K
Titiun Yejiel12,000
0.1% of portfolio›$112.3K
Pinnacle Wealth Planning Services, Inc.11,214
0.0% of portfolio›$105.0K
Waterfront Wealth Inc.11,074
0.0% of portfolio›$102.9K
MeadowBrook Investment Advisors LLC6,140
0.0% of portfolio›$56.7K
WPG Advisers, LLC5,531
0.0% of portfolio›$51.8K
Lanark Financial, Inc.1,000
0.0% of portfolio›$9.4K
Root Financial Partners, LLC739
0.0% of portfolio›$6.9K
Assetmark, Inc667
0.0% of portfolio›$6.2K
PNC Financial Services Group, Inc.315
0.0% of portfolio›$2.9K
Highline Wealth Partners LLC275
0.0% of portfolio›$2.6K
Capital Advisors, Ltd. LLC192
0.0% of portfolio›$2
First Horizon Corp100
0.0% of portfolio›$936
Dakota Community Bank & Trust NA100
0.0% of portfolio›$936
JFS Wealth Advisors, LLC39
0.0% of portfolio›$366
Signaturefd, LLC25
0.0% of portfolio›$234
StyleTurnoverLocationFiled
LPL Financial LLC
805,551$7.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Rareview Capital LLC
340,441$3.2M1.5%YieldMediumLas Vegas, NV2026-11-05
Commonwealth Equity Services, LLC
301,512$2.8M0.0%ETFLowWaltham, MA2026-11-02
Allspring Global Investments Holdings, LLC
200,339$1.9M0.0%CoreMediumCharlotte, NC2026-11-04
Uncommon Cents Investing Inc
179,111$1.7M0.4%ValueVery LowJanesville, WI2026-10-20
D.A. Davidson & Co.
120,979$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
Ariadne Wealth Management, LP
120,977$1.1M0.5%CoreLowSanta Barbara, CA2026-11-06
Gould Asset Management LLC
48,110$450.3K0.1%ETFLowClaremont, CA2026-11-06
Wolverine Asset Management LLC
46,975$439.7K0.0%Deep ValueVery HighChicago, IL2026-11-02
Samalin Investment Counsel, LLC
44,759$418.9K0.1%YieldMediumChappaqua, NY2026-10-23
Merit Financial Group, LLC
43,429$406.5K0.0%ETFLowAlpharetta, GA2026-11-06
Choreo, LLC
39,160$366.5K0.0%IndexLowRockford, IL2026-10-28
Shaker Financial Services, LLC
38,135$356.9K0.1%YieldHighArlington, VA2026-10-14
Moors & Cabot, Inc.
31,870$298.3K0.0%CoreLowBoston, MA2026-11-06
Park Avenue Securities LLC
28,546$2670.0%ETFMediumNew York, NY2026-10-26
Advisor OS, LLC
28,311$265.0K0.0%ETFMediumChicago, IL2026-11-03
Accredited Investor Services, LLC
27,989$262.0K0.1%ETFVery LowSt. Cloud, MN2026-10-22
Apollon Wealth Management, LLC
27,492$257.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Fifth Third Bancorp
26,484$247.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Sowell Financial Services LLC
24,438$228.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Wedbush Securities Inc
23,121$2160.0%CoreLowPasadena, CA2026-10-22
Concurrent Investment Advisors, LLC
21,596$202.1K0.0%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
18,289$1710.0%ETFLowFairfield, IA2026-11-02
Evergreen Capital Management LLC
12,549$117.5K0.0%GARPMediumBellevue, WA2026-10-23
Occidental Asset Management, LLC
12,529$117.3K0.0%GrowthLowBurlingame, CA2026-11-05
EverSource Wealth Advisors, LLC
12,526$117.2K0.0%CoreMediumBirmingham, AL2026-11-04
Titiun Yejiel
12,000$112.3K0.1%GrowthHighPunta Del Este, Ireland2026-11-06
Pinnacle Wealth Planning Services, Inc.
11,214$105.0K0.0%GARPLowMansfield, OH2026-10-27
Waterfront Wealth Inc.
11,074$102.9K0.0%ValueLowOverland Park, KS2026-11-03
MeadowBrook Investment Advisors LLC
6,140$56.7K0.0%CoreLowLivonia, MI2026-10-29
WPG Advisers, LLC
5,531$51.8K0.0%CoreLowBaltimore, MD2026-10-27
Lanark Financial, Inc.
1,000$9.4K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
739$6.9K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
667$6.2K0.0%ETFLowConcord, CA2026-10-21
PNC Financial Services Group, Inc.
315$2.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Highline Wealth Partners LLC
275$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Capital Advisors, Ltd. LLC
192$20.0%ETFLowShaker Heights, OH2026-10-27
First Horizon Corp
100$9360.0%CoreLowMemphis, TN2026-10-26
Dakota Community Bank & Trust NA
100$9360.0%GrowthLowHebron, ND2026-10-09
JFS Wealth Advisors, LLC
39$3660.0%ETFVery LowHermitage, PA2026-11-03
Signaturefd, LLC
25$2340.0%IndexLowAtlanta, GA2026-10-23