Waverly Advisors, LLC
Position in EMKT — Lazard Emerging Markets Opportunities ETF
CIK 1568787
BIRMINGHAM, AL
Position in EMKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,797,322
+$738,414 QoQ
Shares Held
117,889
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4
of 19 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EMKT Over Time
Shares Held
Position Value (USD)
All Filings in EMKT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,797,322 | 117,889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,058,908 | 118,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,972,506 | 118,521 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||