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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

357 managers (360 13F filers) reported a position in EMLP shares at 2025-09-30, 67,391,909 shares in all. 18 filers opened a position and 24 filers sold out during the quarter.

Managers
357
13F filers
360
New
18
Added
153
Reduced
124
Sold out
24
Shares held by filers
67,391,909

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MATRIX PRIVATE CAPITAL GROUP LLC13,056$500K0.26%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,029$499K0.01%-8513F-HRTimelineGroup
Moors & Cabot, Inc.12,832$491K0.02%+21413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,500$479K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,486$478K<0.01%+9,29613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC12,054$462K<0.01%-16813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC11,919$456K<0.01%+6413F-HRTimelineGroup
Mission Creek Capital Partners, Inc.11,731$449K0.09%+5013F-HRTimeline
Castle Rock Wealth Management, LLC11,580$442K0.1%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.11,463$439K0.29%+82513F-HRTimeline
10Elms LLP11,343$434K0.39%013F-HRTimeline
Nova Wealth Management, Inc.10,791$413K0.29%+3,62713F-HRTimeline
Ballew Advisors, Inc10,755$410K0.23%013F-HRTimeline
ProVise Management Group, LLC10,644$408K0.03%-7513F-HRTimeline
Compound Planning, Inc.10,558$404K0.01%+46013F-HRTimeline
MTM Investment Management, LLC10,477$401K0.13%-60013F-HRTimeline
RPg Family Wealth Advisory, LLC10,353$396K0.09%-24613F-HRTimeline
IFG Advisory, LLC10,295$394K0.02%+3713F-HRTimeline
Sunbelt Securities, Inc.9,923$380K0.03%+9,50213F-HRTimeline
DHJJ Financial Advisors, Ltd.9,917$380K0.13%-5013F-HRTimeline
Soltis Investment Advisors LLC9,899$379K0.03%-17213F-HRTimeline
Allworth Financial LP9,891$379K<0.01%013F-HRTimeline
Atria Investments, Inc9,874$378K<0.01%+47313F-HRTimeline
Summit Financial, LLC9,817$376K0.01%-9613F-HRTimeline
Avantax Planning Partners, Inc.9,799$375K0.01%+513F-HRTimeline
NFSG Corp9,612$368K0.05%+47313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,607$368K0.13%-36913F-HRTimelineGroup
Creative Planningin group Creative Planning9,506$364K<0.01%-1,00413F-HRTimelineGroup
CHOREO, LLC9,503$364K<0.01%+313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,354$358K0.12%-113F-HRTimeline
Intrua Financial, LLC9,140$350K0.04%-1,27213F-HRTimeline
Geneos Wealth Management Inc.9,078$348K0.01%-13713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,000$345K<0.01%-15,50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,999$345K<0.01%+1,93213F-HRTimelineGroup
National Wealth Management Group, LLC8,809$337K0.13%+31113F-HRTimeline
GM Advisory Group, LLC8,799$337K0.01%+2,32013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC8,735$334K0.18%new13F-HRTimeline
Western Wealth Management, LLC8,643$331K0.02%+17013F-HRTimeline
Koshinski Asset Management, Inc.8,556$328K0.02%-31613F-HRTimeline
WEDBUSH SECURITIES INC8,550$327K0.01%+4413F-HRTimeline
DAVENPORT & Co LLC8,457$324K<0.01%+1,06013F-HRTimeline
Advisory Services Network, LLC8,367$320K<0.01%+113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.8,237$315K0.04%+6713F-HRTimeline
MATHER GROUP, LLC.8,190$314K<0.01%-38413F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,009$307K0.01%+2,44013F-HRTimeline
Beck Bode, LLC7,809$299K0.05%-5,22613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,744$297K<0.01%-3,54513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,565$290K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,547$289K<0.01%-7,20713F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC7,535$289K0.03%new13F-HRTimeline
Curi Capital, LLC7,533$288K0.01%+2313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,358$282K0.01%+44113F-HRTimelineGroup
Composition Wealth, LLC7,207$276K<0.01%-17313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,149$274K0.02%+3,19013F-HRTimelineGroup
PRIVATE TRUST CO NA7,112$272K0.02%-12713F-HRTimeline
Canvas Wealth Advisors, LLC7,020$269K0.05%013F-HRTimeline
SAXON INTERESTS, INC.7,024$267K0.1%013F-HRTimeline
Patriot Financial Group Insurance Agenc…6,900$264K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC6,848$262K<0.01%-63313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,826$261K<0.01%-5913F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.6,775$259K0.02%013F-HRTimeline
Artemis Wealth Advisors, LLC6,755$259K0.04%+5513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,525$250K0.01%-9013F-HRTimelineGroup
Rehmann Capital Advisory Group6,475$248K0.01%+79213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,236$239K0.03%-213F-HR/ATimelineGroup
Peterson Wealth Advisors, LLC6,182$237K0.04%-84113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,309$234K0.02%013F-HRTimeline
American Institute for Advanced Investm…6,040$231K0.15%-53013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,962$228K0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,881$225K0.01%-10013F-HRTimeline
Ardent Capital Management, Inc.5,870$225K0.1%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,841$224K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC5,785$222K<0.01%+4713F-HRTimeline
Founders Financial Alliance, LLC5,694$218K0.04%+6913F-HRTimeline
CHAPIN DAVIS, INC.5,636$216K0.05%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,634$216K0.11%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT5,619$215K0.1%13F-HRTimeline
Endowment Wealth Management, Inc.5,568$213K0.1%+3113F-HRTimeline
Allen Capital Group, LLC5,516$211K0.02%013F-HRTimeline
NewEdge Wealth, LLC5,589$210K<0.01%-62313F-HRTimeline
LANARK FINANCIAL, INC.5,396$207K0.02%-1,48713F-HRTimeline
Moloney Securities Asset Management, LLC5,313$203K0.02%new13F-HRTimeline
Advisors Capital Management, LLC5,250$201K<0.01%new13F-HRTimeline
AE Wealth Management LLC5,213$200K<0.01%+62113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,028$154K<0.01%+1,64213F-HRTimelineGroup
Larson Financial Group LLC3,669$140K<0.01%-14013F-HRTimeline
Capital Investment Advisory Services, L…3,548$136K0.01%+313F-HRTimeline
Register Financial Advisors LLC3,534$135K0.05%+1013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …3,305$127K0.22%013F-HRTimeline
Medallion Wealth Advisors, LLC3,070$118K0.04%-8613F-HRTimeline
Clearstead Trust, LLC3,000$115K0.02%-37213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,993$115K<0.01%-18313F-HRTimeline
GAMMA Investing LLC2,948$113K0.01%013F-HRTimeline
Glassman Wealth Services2,856$109K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,734$105K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA2,684$103K0.05%-70913F-HRTimeline
Blue Trust, Inc.2,260$86.5K<0.01%013F-HRTimeline
EASTERN BANK2,080$79.6K<0.01%013F-HRTimeline
REAP Financial Group, LLC1,980$75.8K0.02%-62113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,900$72.8K0.02%013F-HRTimelineGroup
Topsail Wealth Management, LLC1,800$68.9K0.01%013F-HRTimeline
Versant Capital Management, Inc1,780$68.2K0.01%new13F-HRTimeline
Solstein Capital, LLC1,317$50.4K0.02%013F-HRTimeline
CITY HOLDING CO1,300$49.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,180$45.2K<0.01%-93413F-HRTimeline
JFS WEALTH ADVISORS, LLC1,006$38.5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$38.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$38.3K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd955$36.6K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC922$35.3K0.02%013F-HRTimeline
Root Financial Partners, LLC918$35.1K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC876$33.5K0.01%+313F-HRTimeline
Golden State Wealth Management, LLC814$31.2K<0.01%+713F-HRTimeline
DUNCKER STREETT & CO INC735$28.1K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.717$27.5K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC702$26.9K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC690$26.4K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC588$22.5K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC580$22.2K0.01%-56113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC566$21.7K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$20.9K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB500$19.1K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\472$18.1K<0.01%+4713F-HRTimelineGroup
SBI Securities Co., Ltd.444$17K<0.01%+44313F-HRTimeline
Truvestments Capital LLC435$16.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.435$16.6K<0.01%new13F-HRTimelineGroup
Clean Yield Group429$16.4K<0.01%new13F-HRTimeline
Key Financial Inc425$16.2K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC328$12.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management328$12.5K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV307$11.7K<0.01%+113F-HRTimeline
Raleigh Capital Management Inc.276$10.6K<0.01%+213F-HRTimeline
Salomon & Ludwin, LLC275$10.5K<0.01%013F-HRTimeline
MAI Capital Management259$9.92K<0.01%+18513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC250$9.57K<0.01%013F-HRTimeline
North Star Investment Management Corp.202$7.74K<0.01%-11813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC201$7.7K<0.01%+113F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC166$6.36K<0.01%013F-HRTimeline
Caitlin John, LLC159$6.09K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.150$5.74K0.01%013F-HR/ATimeline
Rossby Financial, LCC132$5.04K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC128$4.9K<0.01%+113F-HRTimeline
Nemes Rush Group LLC126$4.83K<0.01%+113F-HRTimeline
BOKF, NAin group BOKF, NA114$4.37K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…106$4.06K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.77$2.95K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC75$2.87K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…74$2.83K<0.01%-1513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC59$2.26K<0.01%-29113F-HRTimeline
FIRST HORIZON CORP54$2.07K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.44$1.69K<0.01%013F-HRTimeline
FSA Wealth Management LLC33$1.28K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC29$1.11K<0.01%013F-HRTimeline
Covestor Ltd23$1K<0.01%+113F-HRTimeline
New Millennium Group LLC6$230<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC2$76<0.01%new13F-HRTimeline
Creekmur Asset Management LLC1$27<0.01%013F-HRTimeline