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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
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,509$544K0.17%+9613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,500$544K<0.01%013F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.12,480$543K0.3%+68013F-HRTimeline
10Elms LLP12,343$537K0.23%+60013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,090$526K<0.01%+5713F-HRTimelineGroup
Sovran Advisors, LLC11,927$524K0.04%-1,79913F-HRTimeline
Compound Planning, Inc.11,877$517K0.01%+73613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,714$510K0.01%+5,71413F-HRTimelineGroup
Moors & Cabot, Inc.11,691$509K0.02%-1,52013F-HRTimeline
Castle Rock Wealth Management, LLC11,580$499K0.1%013F-HRTimeline
IFP Advisors, Inc11,461$499K0.01%-93213F-HRTimeline
Retirement Planning Group, LLC11,438$498K0.01%+113F-HRTimeline
Creative Planningin group Creative Planning11,307$492K<0.01%+1,31713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,052$481K<0.01%+2,64413F-HRTimelineGroup
ProVise Management Group, LLC10,644$463K0.03%013F-HRTimeline
Nova Wealth Management, Inc.10,597$461K0.25%-40613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,538$458K<0.01%-4,98813F-HRTimelineGroup
MTM Investment Management, LLC10,477$456K0.13%013F-HRTimeline
IFG Advisory, LLC10,303$448K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.9,902$431K0.12%-1513F-HRTimeline
Allworth Financial LP9,866$429K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.9,771$425K0.01%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.9,759$425K0.04%+6913F-HRTimeline
Soltis Investment Advisors LLC9,758$424K0.02%+213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,751$424K<0.01%-4,50913F-HRTimelineGroup
Allen Capital Group, LLC9,734$423K0.03%+4,21813F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,583$417K0.13%-9413F-HRTimeline
Ballew Advisors, Inc9,479$414K0.21%-97513F-HRTimeline
RPg Family Wealth Advisory, LLC9,220$401K0.07%-19413F-HR/ATimeline
Van Diest Capital, LLC8,876$386K0.35%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,860$385K0.07%013F-HRTimeline
SeaCrest Wealth Management, LLC8,795$383K0.04%+83713F-HRTimeline
MGO ONE SEVEN LLC8,603$374K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC8,496$370K0.01%+1,19613F-HRTimeline
Curi Capital, LLC8,318$362K0.01%-39713F-HRTimeline
Risk Paradigm Group, LLC8,052$350K0.27%-19613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,958$346K<0.01%+2,12113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,909$344K<0.01%-15513F-HRTimelineGroup
Gateway Wealth Partners, LLC7,896$343K0.02%-39,59813F-HRTimeline
CHOREO, LLC7,785$339K<0.01%-1,79713F-HRTimeline
Intrua Financial, LLC7,730$336K0.03%-50913F-HRTimeline
National Wealth Management Group, LLC7,701$335K0.1%-17213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,339$319K0.02%-5913F-HRTimelineGroup
Composition Wealth, LLC7,318$318K<0.01%+2113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,185$313K<0.01%-5,41313F-HRTimelineGroup
Advisory Services Network, LLC7,165$312K<0.01%-35513F-HRTimeline
PRIVATE TRUST CO NA7,112$309K0.02%013F-HRTimeline
Canvas Wealth Advisors, LLC7,020$305K0.04%013F-HRTimeline
Artemis Wealth Advisors, LLC6,902$300K0.04%+4913F-HR/ATimeline
Patriot Financial Group Insurance Agenc…6,900$300K0.03%-6,90013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC6,844$298K0.12%+3313F-HRTimeline
Foundations Investment Advisors, LLC6,830$297K<0.01%+1,16713F-HRTimeline
Endowment Wealth Management, Inc.6,826$297K0.11%+58813F-HRTimeline
Investors Research Corp6,796$296K0.05%-71113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6,775$295K0.03%013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,717$290K0.02%-6313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV6,607$287K0.15%+22013F-HRTimeline
Quantinno Capital Management LP6,545$285K<0.01%-1,32113F-HRTimeline
AE Wealth Management LLC6,490$282K<0.01%+42313F-HRTimeline
Beck Bode, LLC6,251$272K0.04%-29813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,181$271K0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.6,171$269K<0.01%-18813F-HRTimeline
Clark Asset Management, LLC6,119$266K0.02%013F-HRTimeline
Harvest Investment Services, LLC5,894$256K0.04%-413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT5,863$255K0.1%-64313F-HRTimeline
Summit Financial, LLC5,835$254K<0.01%new13F-HRTimeline
Manhattan West Asset Management, LLC5,782$252K0.04%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,781$252K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,766$251K<0.01%-1913F-HRTimeline
DAVENPORT & Co LLC5,748$250K<0.01%-54913F-HRTimeline
CHAPIN DAVIS, INC.5,636$245K0.04%013F-HRTimeline
Avior Wealth Management, LLC5,595$243K0.01%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,568$242K0.16%013F-HRTimeline
HBK Sorce Advisory LLC5,447$237K<0.01%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,405$235K0.02%+1813F-HRTimelineGroup
EP Wealth Advisors, LLC5,404$235K<0.01%013F-HRTimeline
Advisors Capital Management, LLC5,332$232K<0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,330$232K0.01%+40713F-HRTimeline
Peterson Wealth Advisors, LLC5,308$231K0.03%+2213F-HRTimeline
Strategic Wealth Partners, Ltd.5,297$230K0.01%-213,30413F-HRTimeline
Ardent Capital Management, Inc.5,280$230K0.1%-59013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,240$228K0.06%+1013F-HRTimeline
Robertson Stephens Wealth Management, L…5,173$225K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,112$222K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC5,022$218K0.01%-47413F-HRTimeline
GAMMA Investing LLC4,942$215K0.01%-613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,924$214K<0.01%013F-HRTimelineGroup
Mission Creek Capital Partners, Inc.4,856$211K0.04%-1,60813F-HRTimeline
DDD Partners, LLC4,826$210K0.01%013F-HRTimeline
Greenwich Wealth Management LLC4,775$208K0.01%-2013F-HRTimeline
Founders Financial Alliance, LLC4,724$205K0.03%-74513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,643$202K<0.01%new13F-HRTimelineGroup
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA4,639$202K<0.01%-1,08813F-HRTimelineGroup
Blue Trust, Inc.4,033$175K<0.01%+1,77313F-HRTimeline
Capital Investment Advisory Services, L…3,696$161K0.01%+2213F-HRTimeline
Register Financial Advisors LLC3,651$159K0.05%+913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,217$140K<0.01%-20313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …3,152$137K0.19%013F-HRTimeline
Medallion Wealth Advisors, LLC3,105$135K0.04%+1113F-HRTimeline
Larson Financial Group LLC2,777$121K<0.01%-91013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,698$117K<0.01%+10213F-HRTimeline
Clearstead Trust, LLC2,628$114K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,577$112K<0.01%+1713F-HRTimelineGroup
CX Institutional2,463$107K<0.01%+40713F-HRTimeline
Integrity Financial Corp /WA2,364$103K0.05%+213F-HRTimeline
Holos Integrated Wealth LLC2,065$91.1K0.04%-30013F-HRTimeline
EASTERN BANK2,080$90.5K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,931$84K0.06%-25713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,900$82.7K-54,188Timeline
Topsail Wealth Management, LLC1,800$78.3K0.01%013F-HRTimeline
Versant Capital Management, Inc1,693$73.6K0.01%013F-HRTimeline
Hoese & Co LLP1,685$73.3K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,647$71.6K<0.01%+1,10213F-HRTimelineGroup
MATHER GROUP, LLC.1,567$68.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,558$67.8K<0.01%-2,76313F-HRTimeline
Clearstead Advisors, LLC1,342$58.4K<0.01%-65913F-HRTimeline
Solstein Capital, LLC1,317$57.3K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,258$54.7K<0.01%+28613F-HRTimelineGroup
AdvisorNet Financial, Inc1,206$52.4K<0.01%+913F-HRTimeline
REAP Financial Group, LLC1,130$49.2K0.01%-47613F-HRTimeline
Truvestments Capital LLC1,081$47K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,006$43.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$43.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$43.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC940$41K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC922$40.1K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\901$39.2K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…897$39K0.01%013F-HRTimeline
Darwin Wealth Management, LLC850$37K0.01%-3213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC832$36.2K<0.01%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources810$35.2K<0.01%-1,92413F-HRTimelineGroup
Plante Moran Financial Advisors, LLC800$34.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC792$34.5K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC735$32K0.01%013F-HRTimeline
Decker Retirement Planning Inc.717$31.2K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC702$30.5K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.696$30.3K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC690$30K0.02%013F-HR/ATimeline
SHP Wealth Management634$27.6K<0.01%-7513F-HRTimeline
CITY HOLDING CO600$26.1K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC503$21.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB500$21.8K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.499$21.7K<0.01%-13113F-HRTimeline
Golden State Wealth Management, LLC453$19.7K<0.01%+313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS350$15.2K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC328$14.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC275$11.9K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC250$10.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management240$10.5K<0.01%-113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.219$9.53K0.01%+6913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$8.7K<0.01%-1813F-HRTimelineGroup
Triumph Capital Management200$8.7K<0.01%-1913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV190$8.27K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC183$7.96K<0.01%013F-HRTimeline
Archer Investment Corp172$7.48K<0.01%new13F-HR/ATimeline
Smartleaf Asset Management LLC161$7.05K<0.01%013F-HRTimeline
Caitlin John, LLC159$6.92K<0.01%013F-HRTimeline
Avion Wealth153$6K<0.01%new13F-HRTimeline
Rossby Financial, LCC132$5.74K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA114$4.96K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…106$4.61K<0.01%013F-HRTimeline
North Star Investment Management Corp.102$4.42K<0.01%-10313F-HRTimeline
Park Place Capital Corp101$4.39K<0.01%013F-HRTimeline
Key Financial Inc92$4K<0.01%-31613F-HRTimeline
Quest 10 Wealth Builders, Inc.77$3.35K<0.01%013F-HRTimeline
Covestor Ltd51$2K<0.01%+413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35$1.52K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC8$348<0.01%new13F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/6$243<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.2$99<0.01%-27813F-HRTimeline