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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

370 managers (375 13F filers) reported a position in EMLP shares at 2026-06-30, 68,630,109 shares in all. 21 filers opened a position and 30 filers sold out during the quarter.

Managers
370
13F filers
375
New
21
Added
153
Reduced
130
Sold out
30
Shares held by filers
68,630,109

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY18,073,454$786M0.04%-88,85913F-HRTimelineGroup
Capital Investment Advisors, LLC4,351,092$189M2.5%+73,31413F-HRTimeline
Cresset Asset Management, LLC3,008,231$131M0.48%+201,92113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,813,338$122M2.53%+7,07813F-HRTimelineGroup
LPL Financial LLC2,723,272$118M0.03%+102,64013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,550,741$111M0.01%+167,59413F-HRTimelineGroup
Glenview Trust Co2,464,673$107M1.48%-10,28013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,398,241$104M0.02%+54113F-HRTimelineGroup
Wealthspire Advisors, LLC2,078,591$90.4M0.5%+29,82713F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding1,639,240$71.3M-201,991Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,410,582$61.4M0.01%+1,68713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,368,131$59.5M+31,909Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,022,028$44.5M0.07%+125,11413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,016,293$44.2M0.2%-65,07313F-HRTimelineGroup
Welch & Forbes LLC937,533$40.8M0.5%-58,47013F-HRTimeline
ALTFEST L J & CO INC933,490$40.6M3.94%-25,34813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC929,828$40.4M0.01%+61,10513F-HRTimelineGroup
Disciplina Capital Management LLC917,917$39.9M4.12%+59,78713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC908,936$39.5M0.05%+37,13313F-HRTimeline
Mariner, LLCin group Mariner, LLC763,564$33.2M0.03%-12,34213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding722,655$31.4M+97,505Timeline
Lee Financial Co693,567$30.2M3.85%+5,21013F-HRTimeline
Modern Wealth Management, LLC509,418$22.2M0.26%-11,44813F-HRTimeline
Barry Investment Advisors, LLC502,343$21.9M4.57%+27,98613F-HRTimeline
Vernal Point Advisors, LLC356,136$15.5M5.23%+58,47813F-HRTimeline
Cetera Investment Advisers340,160$14.8M0.01%-105,32413F-HRTimeline
New England Private Wealth Advisors LLC311,610$14M1.35%-7,47413F-HRTimeline
Arkos Global Advisors299,059$13M1.54%+5,30913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding296,495$12.9M-64,760Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO280,154$12.3M<0.01%+7,12013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.272,058$11.8M0.01%+9,51213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC271,051$11.8M<0.01%+4,57013F-HRTimelineGroup
Cambridge Investment Research Advisors,…258,935$11.3M0.03%-16,53213F-HR/ATimeline
Beacon Pointe Advisors, LLC254,060$11.1M0.05%+34,52313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP245,139$10.7M0.01%-8,89213F-HRTimelineGroup
PARK NATIONAL CORP /OH/217,988$9.48M0.27%+5,93513F-HRTimeline
Private Advisor Group, LLC215,208$9.36M0.04%+5813F-HRTimeline
Nvest Wealth Strategies, Inc.211,073$9.18M5.77%+6,50113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP201,047$8.85M<0.01%+42,86813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.197,600$8.6M0.82%+3,02913F-HRTimeline
Crusonia Wealth Advisors LLC197,288$8.58M1.41%-73713F-HRTimeline
Ashton Thomas Private Wealth, LLC196,225$8.54M0.18%-1,79313F-HRTimeline
UMB Bank, n.a.195,470$8.5M0.11%-8,35713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New Republic Capital, LLC176,687$7.69M1.77%+15,06613F-HRTimeline
CERTUITY, LLC170,353$7.41M0.37%+20,51413F-HRTimeline
Focus Financial Network, Inc.166,609$7.25M0.22%+38,58513F-HRTimeline
MML INVESTORS SERVICES, LLC164,255$7.15M0.01%+10,90013F-HRTimeline
IHT Wealth Management, LLC163,247$7.1M0.15%+1,65013F-HRTimeline
HighTower Advisors, LLC162,986$7.09M0.01%-4,86813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…161,993$7.05M0.01%+2,65013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC160,702$6.99M0.82%+153,82513F-HRTimeline
Hobart Private Capital, LLC153,868$6.69M1.15%+2,93813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…147,359$6.41M0.34%-17,97513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS135,841$5.91M0.01%-10,62313F-HRTimeline
Qube Research & Technologies Ltd129,001$5.61M0.01%+54,75513F-HRTimeline
APPLETON PARTNERS INC/MA128,718$5.6M0.34%-3113F-HRTimeline
&PARTNERS131,176$5.59M0.02%+51,72013F-HRTimeline
GenTrust, LLC124,269$5.41M0.21%013F-HRTimeline
HBW ADVISORY SERVICES LLC121,932$5.3M0.48%+2,77913F-HRTimeline
Prime Capital Investment Advisors, LLC120,778$5.25M0.05%-4,45313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC113,846$4.95M1.5%+3,17813F-HRTimelineGroup
Chicago Partners Investment Group LLC107,171$4.81M0.1%+1,21213F-HRTimeline
D.A. DAVIDSON & CO.107,097$4.66M0.03%+1,86113F-HRTimeline
BEACON FINANCIAL GROUP106,888$4.65M0.42%-3,16413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…105,887$4.61M<0.01%+12,15913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP101,798$4.43M0.01%013F-HR/ATimelineGroup
DAYMARK WEALTH PARTNERS, LLC100,358$4.37M0.11%+3,05013F-HRTimeline
Janney Montgomery Scott LLC98,272$4.28M0.01%-5,65013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV95,042$4.13M0.01%+66913F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…93,481$4.07M0.11%+19,98513F-HRTimelineGroup
Mutual Advisors, LLC93,200$4.05M0.08%+5,45513F-HRTimeline
Proactive Wealth Strategies LLC91,203$3.97M0.64%-17713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp91,081$3.96M0.07%-1,77913F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC88,361$3.94M0.49%+8,68413F-HRTimeline
Snowden Capital Advisors LLC87,280$3.8M0.09%-15313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC82,416$3.59M0.03%-8,46613F-HRTimelineGroup
Keystone Financial Group, Inc.82,314$3.58M1.88%+64013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.81,924$3.56M<0.01%-16413F-HRTimelineGroup
Prosperity Consulting Group, LLC80,812$3.52M0.13%+3,15413F-HRTimeline
Sanctuary Advisors, LLC80,506$3.5M0.02%+21613F-HRTimeline
HARBOUR INVESTMENTS, INC.77,615$3.38M0.05%+8,08513F-HRTimeline
Summit Trail Advisors, LLC77,548$3.37M0.04%-51913F-HRTimeline
Continuum Advisory, LLC77,189$3.36M0.27%+3,99513F-HRTimeline
Landmark Wealth Management, LLC76,740$3.34M0.8%+4,89813F-HRTimeline
Prospera Financial Services Inc75,539$3.29M0.05%+1,49013F-HRTimeline
Crumly & Associates Inc.72,836$3.17M0.61%013F-HRTimeline
Xcelsior Advisor Partners LLC72,032$3.13M0.41%new13F-HRTimeline
True Blue Financial, LLC70,943$3.09M1.3%+11,40113F-HRTimeline
Windsor Advisory Group, LLC67,787$2.95M2.14%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO64,191$2.79M0.03%-5,69113F-HRTimeline
Savant Capital, LLC62,975$2.74M0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc61,507$2.68M0.83%-30413F-HRTimeline
VestGen Advisors, LLC61,076$2.66M0.08%+3,23413F-HRTimeline
Arkadios Wealth Advisors60,204$2.62M0.04%-31,56813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …58,368$2.54M0.19%+91913F-HRTimelineGroup
PCG Wealth Advisors, LLC57,963$2.52M0.56%+1,34913F-HRTimeline
FOCUSED ALPHA, LLC55,496$2.41M0.62%+4,92513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,744$2.34M0.01%-35,94713F-HRTimelineGroup
Auour Investments LLC53,279$2.32M0.66%+19013F-HRTimeline
Kingsview Wealth Management, LLC52,593$2.29M0.03%-43,43513F-HRTimeline
Waverly Advisors, LLC51,286$2.23M0.01%+1,21713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC49,262$2.14M0.92%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC48,950$2.13M2.17%13F-HRTimeline
NewEdge Advisors, LLC48,319$2.1M0.01%-81013F-HRTimeline
Cambridge Advisors Inc.47,690$2.07M0.36%-35713F-HRTimeline
Sigma Planning Corp46,569$2.03M0.05%-66513F-HRTimeline
Encompass More Asset Management46,412$2.02M0.3%+2,35313F-HRTimeline
Millstone Evans Group, LLC43,478$1.89M1.02%-3,47813F-HRTimeline
Elevated Capital Advisors, LLC42,604$1.85M0.51%-27213F-HRTimeline
HANCOCK WHITNEY CORP42,519$1.85M0.03%-5,68513F-HRTimeline
Cornerstone Wealth Management, LLC41,624$1.81M0.08%+87913F-HRTimeline
Walker Asset Management, LLC41,436$1.8M0.91%-1,29813F-HRTimeline
Icon Wealth Advisors, LLC41,170$1.79M0.11%+16713F-HRTimeline
Wagner Wealth Management, LLC40,650$1.77M0.33%+1,42813F-HRTimeline
FAS Wealth Partners, Inc.40,518$1.76M0.09%+6,54713F-HRTimeline
BlueChip Wealth Advisors LLC39,828$1.73M0.66%-12,05513F-HRTimeline
Integrated Wealth Concepts LLC39,801$1.73M0.01%new13F-HRTimeline
MOTCO39,720$1.73M0.15%-56113F-HRTimeline
LeClair Wealth Partners LLC38,084$1.66M0.86%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding38,055$1.66M+2,019Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,004$1.65M0.01%+2,28713F-HRTimelineGroup
Orion Porfolio Solutions, LLC36,780$1.6M0.01%-39,89413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,328$1.45M<0.01%+2,18913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,238$1.45M<0.01%+1,97713F-HRTimelineGroup
Steward Partners Investment Advisory, L…32,974$1.43M0.01%-23313F-HRTimeline
WealthCare Investment Partners, LLC32,526$1.41M0.34%-67313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC31,825$1.38M1.36%-10013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC31,385$1.37M0.82%-22413F-HRTimeline
WCG Wealth Advisors LLC30,306$1.32M0.03%+6,41713F-HRTimeline
Tandem Financial, LLC28,153$1.22M0.39%-19913F-HRTimeline
Cherry Creek Investment Advisors, Inc.27,683$1.2M0.47%+8713F-HRTimeline
Apella Capital, LLC27,076$1.19M0.02%-5113F-HRTimeline
Inscription Capital, LLC27,455$1.19M0.11%-1,09313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED26,995$1.17M0.07%+3,15813F-HRTimeline
360 Financial, Inc.26,987$1.17M0.3%-58213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,105$1.14M0.02%-1,76413F-HRTimelineGroup
Aprio Wealth Management, LLC25,417$1.11M0.05%+1913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,298$1.1M0.02%-2,17813F-HRTimeline
Betterment LLC25,186$1.1M<0.01%-3,58713F-HRTimeline
Worthington Financial Partners, LLC25,194$1.1M0.91%+50213F-HRTimeline
Great Diamond Partners, LLC24,918$1.08M0.19%-12113F-HRTimeline
G&S Capital LLC24,063$1.05M0.3%+99213F-HRTimeline
Magnus Financial Group LLC23,635$1.03M0.07%-3913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,905$996K<0.01%-98,59313F-HRTimelineGroup
American Institute for Advanced Investm…22,895$996K0.58%+16,99513F-HRTimeline
Wealth Watch Advisors, INC22,679$987K0.32%+9,62913F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC22,650$985K0.33%-7013F-HRTimelineGroup
Objective Capital Management, LLC22,647$985K0.87%-26213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC22,584$982K0.1%+9,79113F-HRTimeline
Arvest Bank Trust Division22,371$973K0.05%-3,86613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,028$958K0.02%-13613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC21,616$940K0.06%+76513F-HRTimeline
TRED AVON FAMILY WEALTH, LLC21,176$921K0.28%013F-HRTimeline
First Heartland Consultants, Inc.21,077$917K0.06%+93213F-HRTimeline
Wagner Wealth Management, Corp20,684$900K0.73%+1,12913F-HRTimeline
Wood Tarver Financial Group, LLC20,685$899K0.21%+89213F-HRTimeline
Next Capital Management LLC20,663$899K0.24%+91013F-HRTimeline
Quad-Cities Investment Group, LLC20,496$892K0.32%-3,11913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,307$883K+54Timeline
Stegent Equity Advisors, Inc.19,991$870K0.62%013F-HRTimeline
FourThought Financial Partners, LLC19,968$869K0.07%-1,89713F-HRTimeline
BLAIR WILLIAM & CO/IL19,590$852K<0.01%+2,90813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC19,144$833K0.11%+4213F-HRTimeline
Visionary Wealth Advisors18,818$819K0.03%-34213F-HRTimeline
Rehmann Capital Advisory Group18,586$809K0.04%+5,50013F-HRTimeline
Keystone Financial Group18,586$808K0.05%+4913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,205$792K0.03%-23013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,194$791K0.01%+67113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…18,060$786K0.01%+20313F-HRTimelineGroup
Coppell Advisory Solutions LLC25,076$776K0.08%new13F-HRTimeline
Arax Advisory Partners17,813$775K0.01%+4,81413F-HRTimeline
Koshinski Asset Management, Inc.17,735$771K0.04%+73513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,547$763K0.01%+413F-HRTimelineGroup
Asset One Wealth Management LLC17,338$760K0.08%+1,02913F-HRTimeline
Kovack Advisors, Inc.17,485$754K0.04%+2813F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC17,032$741K0.55%-93113F-HRTimeline
Aptus Capital Advisors, LLC16,519$719K0.01%+9,92913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,390$718K<0.01%+2,30913F-HRTimeline
Meridian Wealth Advisors, LLC16,309$709K0.08%+11613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,978$695K0.02%+66113F-HRTimelineGroup
Farther Finance Advisors, LLC15,889$691K0.01%-16113F-HRTimeline
Western Wealth Management, LLC15,665$681K0.02%+13613F-HRTimeline
Global Retirement Partners, LLC15,328$667K0.01%13F-HRTimeline
Peak Planning Group, LLC15,319$666K0.15%+2913F-HRTimeline
MCF Advisors LLC15,244$663K0.02%-2,05913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT15,213$662K0.07%+95613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,957$651K<0.01%+84813F-HRTimelineGroup
Colorado Capital Management, Inc.14,925$649K0.22%-1,86913F-HRTimeline
Regal Investment Advisors LLC14,875$647K0.03%013F-HRTimeline
Aspen Investment Management Inc14,670$638K0.17%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,457$629K0.38%-61013F-HRTimeline
WEALTH EFFECTS LLC14,196$618K0.17%+513F-HRTimeline
Texas Capital Bank Wealth Management Se…14,030$610K0.03%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,543$589K0.2%-22413F-HRTimeline
Americana Partners, LLC13,472$586K0.01%-6,35513F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,368$582K0.13%+67013F-HR/ATimeline
Main Street Financial Solutions, LLC13,276$578K0.04%-82413F-HRTimeline
Beaumont Financial Advisors, LLC13,131$571K0.04%+213F-HRTimeline
Wedmont Private Capital12,736$558K0.02%+9013F-HRTimeline
PKS Advisory Services, LLC12,656$551K0.09%+9213F-HRTimeline