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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

381 managers (389 13F filers) reported a position in EMLP shares at 2026-03-31, 69,004,119 shares in all. 43 filers opened a position and 23 filers sold out during the quarter.

Managers
381
13F filers
389
New
43
Added
165
Reduced
114
Sold out
23
Shares held by filers
69,004,119

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Moors & Cabot, Inc.13,211$577K0.02%+36013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC13,151$574K0.28%-13713F-HRTimeline
Beaumont Financial Advisors, LLC13,129$573K0.04%+213F-HRTimeline
Rehmann Capital Advisory Group13,086$571K0.03%+1,78913F-HRTimeline
Wealth Watch Advisors, INC13,050$570K0.24%-3,39913F-HRTimeline
Arax Advisory Partners12,999$568K0.02%-63913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC12,793$559K0.06%+2,94513F-HRTimeline
Wedmont Private Capital12,646$557K0.02%+8613F-HRTimeline
HRT FINANCIAL LP12,714$555K<0.01%-1,20913F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,698$554K0.14%+1,03913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,620$551K<0.01%+1,60813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,598$550K<0.01%+5,76413F-HRTimelineGroup
PKS Advisory Services, LLC12,564$549K0.13%-1,19013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,500$546K<0.01%013F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…12,413$542K0.2%+5013F-HRTimelineGroup
IFP Advisors, Inc12,393$541K0.01%-69913F-HRTimeline
CWM, LLCin group CWM, LLC12,215$533K<0.01%-8713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,033$525K<0.01%+5413F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.11,800$515K0.34%+25813F-HRTimeline
10Elms LLP11,743$513K0.32%+40013F-HRTimeline
Castle Rock Wealth Management, LLC11,580$507K0.11%013F-HRTimeline
Retirement Planning Group, LLC11,437$499K0.02%new13F-HRTimeline
Compound Planning, Inc.11,141$486K0.02%+32513F-HRTimeline
Nova Wealth Management, Inc.11,003$480K0.31%+1,16413F-HRTimeline
ProVise Management Group, LLC10,644$465K0.03%013F-HRTimeline
Ballew Advisors, Inc10,454$462K0.26%-20113F-HRTimeline
MTM Investment Management, LLC10,477$457K0.14%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,246$447K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning9,990$436K<0.01%+98313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.9,917$433K0.14%013F-HRTimeline
Allworth Financial LP9,866$431K<0.01%-5913F-HRTimeline
Geneos Wealth Management Inc.9,771$427K0.01%+69313F-HRTimeline
Soltis Investment Advisors LLC9,756$426K0.03%+313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.9,690$423K0.05%+1,39013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC9,677$422K0.15%+24813F-HRTimeline
CHOREO, LLC9,582$418K0.01%+7913F-HRTimeline
RPg Family Wealth Advisory, LLC9,414$411K0.09%-16013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,860$387K0.08%-3813F-HRTimeline
Curi Capital, LLC8,715$380K0.01%+1,16113F-HRTimeline
Avantax Planning Partners, Inc.8,507$371K0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,408$367K<0.01%+20013F-HRTimelineGroup
Risk Paradigm Group, LLC8,248$360K0.31%-16013F-HRTimeline
Intrua Financial, LLC8,239$360K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,064$352K0.01%+70613F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,958$347K0.04%new13F-HRTimeline
National Wealth Management Group, LLC7,873$344K0.13%-15913F-HRTimeline
Quantinno Capital Management LP7,866$343K<0.01%new13F-HRTimeline
Atria Investments, Inc7,818$341K<0.01%+63713F-HRTimeline
Advisory Services Network, LLC7,520$328K<0.01%+10213F-HRTimeline
Investors Research Corp7,507$328K0.06%-11,25013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,398$323K0.02%+1,64513F-HRTimelineGroup
WEDBUSH SECURITIES INC7,300$319K0.01%+14113F-HRTimeline
Composition Wealth, LLC7,297$319K<0.01%+4213F-HRTimeline
TWO SIGMA SECURITIES, LLC7,200$314K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA7,112$311K0.03%013F-HRTimeline
Canvas Wealth Advisors, LLC7,020$306K0.05%013F-HRTimeline
Belpointe Asset Management LLC6,920$302K0.01%new13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,877$300K0.04%new13F-HRTimeline
Artemis Wealth Advisors, LLC6,853$299K0.05%+4613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC6,811$297K0.14%+3113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.6,775$296K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,780$295K0.02%-513F-HRTimeline
Aptus Capital Advisors, LLC6,590$288K<0.01%+1,04313F-HRTimeline
Beck Bode, LLC6,549$286K0.05%+4313F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,506$284K0.14%+2913F-HRTimeline
Mission Creek Capital Partners, Inc.6,464$282K0.06%-3,01213F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV6,387$279K0.15%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,359$278K0.01%-29113F-HRTimelineGroup
DAVENPORT & Co LLC6,297$275K<0.01%-2,00613F-HRTimeline
Endowment Wealth Management, Inc.6,238$272K0.12%+28913F-HRTimeline
Clark Asset Management, LLC6,119$267K0.03%013F-HRTimeline
Gryphon Financial Partners LLC6,083$266K0.03%-8,51413F-HRTimeline
AE Wealth Management LLC6,067$265K<0.01%+6713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,000$262K0.01%013F-HRTimelineGroup
American Institute for Advanced Investm…5,900$258K0.17%013F-HRTimeline
Harvest Investment Services, LLC5,898$258K0.05%+1113F-HRTimeline
Ardent Capital Management, Inc.5,870$256K0.11%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,837$255K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…5,785$253K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,781$252K0.01%-10013F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA5,727$250K<0.01%13F-HRTimelineGroup
Foundations Investment Advisors, LLC5,663$247K<0.01%-70013F-HRTimeline
CHAPIN DAVIS, INC.5,636$246K0.05%013F-HRTimeline
Avior Wealth Management, LLC5,595$244K0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,568$243K0.14%-6613F-HRTimeline
Allen Capital Group, LLC5,516$241K0.02%013F-HRTimeline
HighPoint Advisor Group LLC5,496$240K0.01%-2913F-HRTimeline
Founders Financial Alliance, LLC5,469$239K0.04%-25213F-HRTimeline
EP Wealth Advisors, LLC5,404$236K<0.01%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,387$235K0.02%new13F-HRTimelineGroup
Advisors Capital Management, LLC5,332$233K<0.01%new13F-HRTimeline
Peterson Wealth Advisors, LLC5,286$231K0.03%-13613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,230$228K0.07%-57113F-HRTimeline
Robertson Stephens Wealth Management, L…5,173$226K0.01%new13F-HRTimeline
RFG Advisory, LLC5,132$224K<0.01%new13F-HRTimeline
GAMMA Investing LLC4,948$216K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,924$215K<0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.4,923$215K0.01%new13F-HRTimeline
DDD Partners, LLC4,826$211K0.01%new13F-HRTimeline
Greenwich Wealth Management LLC4,795$209K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4,321$189K0.01%-53013F-HRTimeline
Larson Financial Group LLC3,687$161K0.01%+913F-HRTimeline
Capital Investment Advisory Services, L…3,674$160K0.01%+13413F-HRTimeline
Register Financial Advisors LLC3,642$159K0.06%+14313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,420$149K<0.01%+12513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …3,152$138K0.21%-15313F-HRTimeline
Medallion Wealth Advisors, LLC3,094$135K0.04%+1113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,734$119K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC2,628$115K0.02%-37213F-HRTimeline
CENTAURUS FINANCIAL, INC.2,596$113K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,560$112K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC2,365$104K0.05%new13F-HRTimeline
Integrity Financial Corp /WA2,362$103K0.05%+113F-HRTimeline
Blue Trust, Inc.2,260$98.7K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,188$95.5K0.08%-21513F-HRTimeline
EASTERN BANK2,080$90.8K<0.01%013F-HRTimeline
CX Institutional2,056$90K<0.01%+19213F-HRTimeline
Clearstead Advisors, LLC2,001$87.3K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC1,800$78.6K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC1,696$74K0.02%new13F-HRTimeline
Versant Capital Management, Inc1,693$73.9K0.01%013F-HRTimeline
Hoese & Co LLP1,685$73.5K0.05%013F-HRTimeline
REAP Financial Group, LLC1,606$70.1K0.01%-26513F-HRTimeline
MATHER GROUP, LLC.1,567$68.4K<0.01%new13F-HRTimeline
MAI Capital Management1,535$67K<0.01%+1,27613F-HRTimeline
Solstein Capital, LLC1,317$57.5K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,197$52.3K<0.01%+813F-HRTimeline
Truvestments Capital LLC1,081$47.2K0.01%+51513F-HRTimeline
JFS WEALTH ADVISORS, LLC1,006$43.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$43.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$43.7K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC972$42.4K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd955$41.7K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC952$41.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC940$41K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC925$40.4K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC922$40.3K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\901$39.3K<0.01%+28513F-HRTimelineGroup
Keating Financial Advisory Services, In…897$39.2K0.01%013F-HRTimeline
Darwin Wealth Management, LLC882$38.5K0.01%+313F-HRTimeline
CoreCap Advisors, LLC792$34.6K<0.01%-84,02613F-HRTimeline
DUNCKER STREETT & CO INC735$32.1K0.01%013F-HRTimeline
Decker Retirement Planning Inc.717$31.3K0.01%013F-HRTimeline
SHP Wealth Management709$31K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC702$30.6K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC690$30K0.02%013F-HRTimeline
SBI Securities Co., Ltd.630$27.5K<0.01%+28213F-HRTimeline
CITY HOLDING CO600$26.2K<0.01%-20013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO545$23.8K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC503$22K<0.01%new13F-HR/ATimeline
Wilmington Savings Fund Society, FSB500$21.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC450$19.7K<0.01%+313F-HRTimeline
Key Financial Inc408$17.8K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC328$14.3K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.280$12.2K<0.01%+213F-HRTimeline
Salomon & Ludwin, LLC275$12K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC250$11.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management241$10.5K<0.01%new13F-HRTimelineGroup
Triumph Capital Management219$9.56K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC218$9.52K<0.01%+1813F-HRTimelineGroup
North Star Investment Management Corp.205$8.95K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV190$8.29K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC183$7.99K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC161$7.07K<0.01%-2213F-HRTimeline
Caitlin John, LLC159$6.94K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.150$6.55K<0.01%013F-HRTimeline
Rossby Financial, LCC132$5.74K<0.01%013F-HRTimeline
True Wealth Design, LLC125$5.46K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA114$4.98K<0.01%-24813F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…106$4.63K<0.01%013F-HRTimeline
Dunhill Financial, LLC101$4.45K<0.01%new13F-HRTimeline
Park Place Capital Corp101$4.41K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.77$3.36K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC54$2.36K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…52$2.27K<0.01%-513F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.46$2K<0.01%013F-HRTimeline
Covestor Ltd47$2K<0.01%+2413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35$1.53K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC28$1.22K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13$568<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$480<0.01%new13F-HRTimelineGroup