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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

340 managers (344 13F filers) reported a position in EMLP shares at 2024-12-31, 63,611,888 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
340
13F filers
344
New
34
Added
141
Reduced
103
Sold out
17
Shares held by filers
63,611,888

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY16,406,551$585M0.04%+21,54613F-HR/ATimelineGroup
Capital Investment Advisors, LLC3,653,373$130M2.65%+66,61413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,290,231$117M2.83%-173,72013F-HRTimelineGroup
Glenview Trust Co2,521,496$89.9M1.68%+18,67013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,201,805$78.5M0.02%-36,70213F-HRTimelineGroup
Cresset Asset Management, LLC2,152,195$76.7M0.37%+103,68613F-HRTimeline
Wealthspire Advisors, LLC2,027,567$72.3M0.72%+64,34913F-HRTimeline
LPL Financial LLC1,997,959$71.2M0.03%+15,41513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,663,683$59.3M0.01%-10,76113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,522,860$54.3M0.01%+58,18213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,314,213$46.9M0.01%+1,19113F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC1,282,558$45.7M3.03%013F-HRTimelineGroup
Comprehensive Wealth Management, LLC1,163,939$41.5M31.02%-79,10313F-HRTimeline
Welch & Forbes LLC1,076,331$38.4M0.49%-20,19813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,037,428$37M0.19%-35,61413F-HRTimelineGroup
ALTFEST L J & CO INC962,750$34.3M4.38%-13,21213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…815,336$29.1M0.08%-11,60013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC786,434$28M2.03%+11,42013F-HRTimeline
Mariner, LLCin group Mariner, LLC769,772$27.4M0.05%-36,09113F-HRTimelineGroup
Lee Financial Co768,289$27.4M3.85%+11,78813F-HRTimeline
Arvest Bank Trust Division718,166$25.6M1.54%-63213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC585,866$20.9M0.01%13F-HR/ATimelineGroup
Disciplina Capital Management LLC561,007$20M3.37%+7,76213F-HRTimeline
Modern Wealth Management, LLC525,144$18.7M0.7%new13F-HR/ATimeline
Ocean Park Asset Management, LLC494,000$17.6M0.6%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding439,790$15.7M+19,472Timeline
Barry Investment Advisors, LLC417,995$14.9M4.79%+9,41013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding383,411$13.7M+6,615Timeline
AVANTAX ADVISORY SERVICES, INC.372,124$13.3M0.08%+9,83013F-HRTimeline
UMB Bank, n.a.341,082$12.2M0.19%-93,05813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO331,740$11.8M<0.01%+10,62613F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…304,958$10.9M0.56%-9,36313F-HRTimeline
Alpha Omega Group, Inc.293,489$10.5M12.33%-6,82713F-HRTimeline
New England Private Wealth Advisors LLC285,932$10.2M1.61%+17,05213F-HRTimeline
Arkos Global Advisors274,148$9.77M1.43%+49013F-HRTimeline
ARVEST INVESTMENTS, INC.224,627$8.01M1.28%-9,24713F-HRTimeline
Forefront Analytics, LLC216,001$7.7M3.58%-4,03213F-HRTimeline
Ashton Thomas Private Wealth, LLC215,080$7.67M0.3%+2,05413F-HRTimeline
HighTower Advisors, LLC213,729$7.62M0.01%-3,96113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP213,512$7.61M0.01%+48,75213F-HRTimelineGroup
Beacon Pointe Advisors, LLC209,964$7.49M0.08%-20,71313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC209,295$7.46M0.01%+38,18013F-HRTimeline
Cambridge Investment Research Advisors,…199,821$7.12M0.02%+30,32713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC198,135$7.06M1.76%+22,15013F-HRTimelineGroup
COMERICA BANK177,681$6.33M0.03%-1,78313F-HR/ATimeline
PARK NATIONAL CORP /OH/175,321$6.25M0.23%-3213F-HRTimeline
MML INVESTORS SERVICES, LLC165,563$5.9M0.02%+44,18713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.155,460$5.54M0.83%+1,86813F-HR/ATimeline
Vernal Point Advisors, LLC155,433$5.54M3.81%+9,93013F-HRTimeline
Private Advisor Group, LLC149,310$5.32M0.03%-1,51313F-HRTimeline
BEACON FINANCIAL GROUP143,191$5.1M0.55%-2,18713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS142,207$5.07M0.01%-5513F-HRTimeline
FourThought Financial Partners, LLC139,535$4.97M0.52%-4,11613F-HRTimeline
GenTrust, LLC138,209$4.93M0.21%+8,27113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP138,176$4.93M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,240$4.82M0.01%-22,36113F-HR/ATimelineGroup
APPLETON PARTNERS INC/MA129,231$4.61M0.34%-6,17813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC126,115$4.5M0.19%+10,47713F-HR/ATimeline
Chicago Partners Investment Group LLC116,928$4.23M0.14%-1,65813F-HRTimeline
Cetera Investment Advisers115,960$4.13M0.01%+12,26013F-HRTimeline
Sandy Spring Bank111,534$3.98M0.16%-1,36913F-HRTimeline
HBW ADVISORY SERVICES LLC107,717$3.84M0.39%+99013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …98,586$3.48M0.45%+15113F-HRTimelineGroup
Snowden Capital Advisors LLC92,839$3.31M0.1%-6513F-HRTimeline
Prospera Financial Services Inc89,335$3.19M0.07%+1,03213F-HRTimeline
Focus Financial Network, Inc.87,385$3.12M0.12%+6,87613F-HRTimeline
B. Riley Wealth Advisors, Inc.86,346$3.08M0.1%-56,33413F-HRTimeline
D.A. DAVIDSON & CO.83,393$2.97M0.02%+813F-HRTimeline
Sanctuary Advisors, LLC78,567$2.93M0.02%+58113F-HRTimeline
New Republic Capital, LLC78,713$2.81M1.83%-27,04913F-HRTimeline
Janney Montgomery Scott LLC78,704$2.81M0.01%+8,23413F-HRTimeline
ArchPoint Investors78,300$2.79M0.92%013F-HRTimeline
Independent Advisor Alliance75,714$2.7M0.04%new13F-HRTimeline
Crumly & Associates Inc.74,108$2.64M0.72%-213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC73,991$2.64M0.02%-7,90413F-HRTimelineGroup
Prosperity Consulting Group, LLC73,276$2.61M0.2%+14,08313F-HRTimeline
Kingsview Wealth Management, LLC71,787$2.56M0.05%+4,35613F-HRTimeline
Wela Strategies, Inc.69,320$2.47M1.07%+5,80313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC66,520$2.37M4.13%13F-HRTimeline
Glass Jacobson Investment Advisors llc65,110$2.32M0.76%-48213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC64,500$2.3M0.1%+63,81713F-HRTimeline
Keystone Financial Group, Inc.63,670$2.27M1.84%13F-HRTimeline
Summit Trail Advisors, LLC61,712$2.2M0.08%+35,39313F-HRTimeline
Landmark Wealth Management, LLC60,962$2.17M0.96%-4,76413F-HRTimeline
Encompass More Asset Management56,898$2.03M0.67%new13F-HRTimeline
Orion Porfolio Solutions, LLC56,878$2.03M0.02%+2,10413F-HRTimeline
Orion Portfolio Solutions, LLC56,878$2.03M0.02%+2,10413F-HRTimeline
Fernwood Investment Management, LLC56,770$2.02M0.7%-1,80013F-HRTimeline
Elevated Capital Advisors, LLC56,225$2M0.55%-2,81813F-HRTimeline
Auour Investments LLC53,936$1.98M0.69%+44413F-HRTimeline
ORG Partners LLC54,707$1.95M0.26%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,104$1.89M0.03%-3,25813F-HRTimelineGroup
Continuum Advisory, LLC52,399$1.87M0.24%+6,05113F-HRTimeline
PCG Wealth Advisors, LLC52,319$1.87M0.69%-1,03213F-HRTimeline
Sigma Planning Corp50,875$1.81M0.06%+45413F-HRTimeline
BlueChip Wealth Advisors LLC50,663$1.81M1%+2,10113F-HRTimeline
WealthCare Investment Partners, LLC47,805$1.71M0.75%-23013F-HRTimeline
Qube Research & Technologies Ltd46,926$1.67M<0.01%-4,86213F-HRTimeline
Hobart Private Capital, LLC46,492$1.66M0.41%+3,51213F-HRTimeline
Waverly Advisors, LLC45,573$1.62M0.03%+15513F-HRTimeline
Millstone Evans Group, LLC45,554$1.62M1.11%13F-HRTimeline
Atria Wealth Solutions, Inc.45,322$1.62M0.02%+75413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…44,349$1.58M0.57%-50013F-HRTimeline
ARQ WEALTH ADVISORS, LLC43,870$1.56M0.59%+2,28713F-HRTimeline
Walker Asset Management, LLC43,824$1.56M0.96%-2,49813F-HRTimeline
Windsor Advisory Group, LLC43,789$1.56M1.82%+19,87013F-HRTimeline
MGB Wealth Management, LLC43,381$1.55M0.48%+113F-HRTimeline
HANCOCK WHITNEY CORP43,324$1.54M0.05%+5,48613F-HRTimeline
Cambridge Advisors Inc.42,988$1.53M0.34%+14,25213F-HRTimeline
NewEdge Advisors, LLC41,880$1.49M0.01%+1,39313F-HRTimeline
MOTCO41,242$1.47M0.15%-1,64513F-HRTimeline
Betterment LLC40,875$1.46M<0.01%-98013F-HRTimeline
Icon Wealth Advisors, LLC40,113$1.43M0.12%+1,63313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,151$1.32M<0.01%+20,28213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding36,741$1.31M+201Timeline
St. Louis Trust Co36,000$1.28M0.18%013F-HRTimeline
Fulcrum Equity Management35,281$1.26M1.24%+29413F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC33,169$1.18M1.35%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding32,668$1.16M+12,984Timeline
Wagner Wealth Management, LLC32,599$1.16M0.3%+5,19513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC32,568$1.16M0.83%+18913F-HRTimeline
Great Diamond Partners, LLC31,972$1.14M0.29%-55413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,858$1.1M0.03%+2,19513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,218$1.04M<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,258$1.01M0.03%+10113F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.27,805$991K0.49%-10113F-HRTimeline
Investors Research Corp27,731$989K0.22%-30113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,610$984K<0.01%-13513F-HRTimeline
FAS Wealth Partners, Inc.27,030$964K0.08%+2,95213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC26,786$955K<0.01%+26,57813F-HRTimelineGroup
Magnus Financial Group LLC26,515$945K0.09%+3413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,089$930K<0.01%-31913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,839$921K0.03%+3,65613F-HRTimeline
Tandem Financial, LLC25,538$910K0.96%13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC25,377$905K0.89%-63413F-HRTimeline
Aprio Wealth Management, LLC25,094$895K0.13%+9813F-HRTimeline
Quad-Cities Investment Group, LLC24,833$885K0.43%-513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC24,286$866K0.44%+54413F-HRTimelineGroup
Wedmont Private Capital24,116$864K0.05%+12,03913F-HRTimeline
&PARTNERS23,919$863K0.01%+13,99913F-HRTimeline
Colorado Capital Management, Inc.23,885$852K0.41%-6,55213F-HRTimeline
Apella Capital, LLC23,298$831K0.03%+7913F-HRTimeline
Steward Partners Investment Advisory, L…23,042$821K0.01%+7213F-HRTimeline
Objective Capital Management, LLC22,529$803K0.54%-1,49613F-HRTimeline
Beck Bode, LLC22,355$797K0.15%-8,89313F-HRTimeline
Kovack Advisors, Inc.22,201$791K0.08%+1513F-HRTimeline
WORLD EQUITY GROUP, INC.21,849$779K0.17%new13F-HRTimeline
Stegent Equity Advisors, Inc.21,142$754K0.76%+9513F-HRTimeline
G&S Capital LLC20,967$747K0.31%+1,61313F-HRTimeline
Arkadios Wealth Advisors20,919$746K0.04%+19913F-HRTimeline
COZAD ASSET MANAGEMENT INC20,504$731K0.07%+3,53713F-HRTimeline
Sovran Advisors, LLC19,626$717K0.1%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,921$710K0.01%013F-HRTimelineGroup
Visionary Wealth Advisors19,888$709K0.04%-10813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC19,648$700K0.15%+4213F-HRTimeline
Main Street Financial Solutions, LLC19,518$696K0.07%-96413F-HRTimeline
Next Capital Management LLC19,345$690K0.28%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,904$674K<0.01%-90013F-HRTimelineGroup
Gryphon Financial Partners LLC18,864$672K0.1%+14113F-HRTimeline
Peak Planning Group, LLC18,552$661K0.28%+4213F-HRTimeline
Claro Advisors Inc.18,541$661K0.09%+13313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,469$658K0.17%+37013F-HR/ATimeline
Keystone Financial Group18,392$656K0.06%-6213F-HRTimeline
Moors & Cabot, Inc.18,156$647K0.03%+3,16613F-HRTimeline
SignalPoint Asset Management, LLC18,046$643K0.16%-213F-HRTimeline
Americana Partners, LLC17,897$638K0.03%+8213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,845$636K0.01%-3,16613F-HRTimelineGroup
Gateway Wealth Partners, LLC17,611$628K0.16%+1,17013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC17,555$626K0.48%13F-HRTimeline
PBMares Wealth Management LLC17,536$625K0.13%-46513F-HRTimeline
MCF Advisors LLC17,229$614K0.04%+5013F-HRTimeline
Atria Investments, Inc17,191$613K0.01%-3,88713F-HRTimeline
Evelyn Partners Investment Management (…16,971$605K0.22%13F-HRTimeline
Integrated Advisors Network LLC16,699$595K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC16,588$591K0.1%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,416$550K<0.01%new13F-HR/ATimeline
Aspen Investment Management Inc15,270$544K0.25%013F-HRTimeline
Intrua Financial, LLC15,230$543K0.09%-9,74013F-HRTimeline
Regal Investment Advisors LLC15,175$541K0.04%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,115$538K0.21%13F-HRTimeline
WEALTH EFFECTS LLC14,706$524K0.19%-4713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,675$523K0.02%-1,11413F-HRTimelineGroup
MATHER GROUP, LLC.14,622$521K0.01%-4,54313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,363$512K<0.01%new13F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT14,174$505K0.06%-4213F-HRTimeline
IFP Advisors, Inc13,972$498K0.02%+67313F-HRTimeline
NorthCoast Asset Management LLC13,829$493K<0.01%+34913F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,624$486K0.01%+2,96813F-HRTimelineGroup
Soltis Investment Advisors LLC13,510$482K0.04%+3613F-HRTimeline
Beaumont Financial Advisors, LLC13,098$467K0.04%-8113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC13,056$465K0.27%-30513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,729$454K0.01%+1,20113F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP12,720$453K<0.01%new13F-HRTimelineGroup
Castle Rock Wealth Management, LLC11,580$432K0.1%-30013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,036$429K<0.01%+613F-HRTimelineGroup
Avantax Planning Partners, Inc.11,650$415K0.01%+413F-HRTimeline
RPg Family Wealth Advisory, LLC11,586$413K0.15%+20813F-HRTimeline
Mission Creek Capital Partners, Inc.11,583$413K0.09%+4513F-HRTimeline
Ballew Advisors, Inc11,320$407K0.26%013F-HRTimeline
Arax Advisory Partners11,363$405K0.03%+2,21413F-HRTimeline