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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

346 managers (349 13F filers) reported a position in EMLP shares at 2025-03-31, 66,210,287 shares in all. 33 filers opened a position and 24 filers sold out during the quarter.

Managers
346
13F filers
349
New
33
Added
146
Reduced
109
Sold out
24
Shares held by filers
66,210,287

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY17,288,009$648M0.05%+881,45813F-HRTimelineGroup
Capital Investment Advisors, LLC3,712,849$139M2.72%+59,47613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,019,391$113M2.97%-270,84013F-HRTimelineGroup
Glenview Trust Co2,565,371$96.2M1.87%+43,87513F-HR/ATimeline
Cresset Asset Management, LLC2,256,786$84.6M0.42%+104,59113F-HRTimeline
LPL Financial LLC2,228,326$83.5M0.03%+230,36713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,225,179$83.4M0.02%+23,37413F-HRTimelineGroup
Wealthspire Advisors, LLC2,067,556$77.5M0.46%+39,98913F-HRTimeline
Cerity Partners OCIO LLCin group Cerity Partners LLC1,894,186$71M4.02%+611,62813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,741,586$65.3M0.01%+77,90313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,453,402$54.5M0.01%+139,18913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,449,675$54.3M0.01%-73,18513F-HRTimelineGroup
Comprehensive Wealth Management, LLC1,082,526$40.6M28.23%-81,41313F-HRTimeline
Welch & Forbes LLC1,064,865$39.9M0.52%-11,46613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,010,305$37.9M0.2%-27,12313F-HRTimelineGroup
ALTFEST L J & CO INC955,526$35.8M4.49%-7,22413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…906,874$34M0.08%+91,53813F-HRTimelineGroup
Lee Financial Co763,885$28.6M4.37%-4,40413F-HRTimeline
Mariner, LLCin group Mariner, LLC740,420$27.7M0.05%-29,35213F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC633,848$23.8M1.72%-152,58613F-HRTimeline
Disciplina Capital Management LLC628,878$23.6M3.43%+67,87113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC621,546$23.3M0.01%+35,68013F-HRTimelineGroup
Arvest Bank Trust Division527,562$19.8M1.25%-190,60413F-HRTimeline
Modern Wealth Management, LLC522,473$19.6M0.63%-2,67113F-HR/ATimeline
Ocean Park Asset Management, LLC494,000$18.5M0.66%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding444,241$16.7M+4,451Timeline
Barry Investment Advisors, LLC418,805$15.7M4.17%+81013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.388,285$14.6M0.09%+16,16113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding378,590$14.2M-4,821Timeline
COMMONWEALTH EQUITY SERVICES, LLC377,369$14.1M0.02%+168,07413F-HRTimeline
360 Financial, Inc.306,200$11.5M4.18%new13F-HRTimeline
UMB Bank, n.a.302,319$11.3M0.19%-38,76313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO300,660$11.3M<0.01%-31,08013F-HRTimelineGroup
New England Private Wealth Advisors LLC295,038$11.1M1.71%+9,10613F-HRTimeline
Cambridge Investment Research Advisors,…281,546$10.6M0.04%+81,72513F-HRTimeline
Arkos Global Advisors281,543$10.6M1.55%+7,39513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…277,010$10.4M0.55%-27,94813F-HRTimeline
Hobart Private Capital, LLC237,683$8.91M2.23%+191,19113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP228,205$8.56M0.01%+14,69313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC212,919$7.98M0.31%-2,16113F-HRTimeline
Beacon Pointe Advisors, LLC208,643$7.82M0.09%-1,32113F-HRTimeline
HighTower Advisors, LLC199,622$7.48M0.01%-14,10713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC197,305$7.4M1.89%-83013F-HRTimelineGroup
IHT Wealth Management, LLC191,699$7.19M0.22%+185,68913F-HRTimeline
Private Advisor Group, LLC191,296$7.17M0.04%+41,98613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.182,485$6.84M0.02%+47,24513F-HRTimelineGroup
ARVEST INVESTMENTS, INC.173,878$6.52M1.03%-50,74913F-HRTimeline
COMERICA BANK172,695$6.47M0.03%-4,98613F-HRTimeline
PARK NATIONAL CORP /OH/171,800$6.44M0.24%-3,52113F-HRTimeline
Prasad Wealth Partners, LLC170,724$6.4M2.09%new13F-HRTimeline
Vernal Point Advisors, LLC169,362$6.35M4.21%+13,92913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.161,804$6.07M0.91%+6,34413F-HRTimeline
MML INVESTORS SERVICES, LLC147,335$5.52M0.02%-18,22813F-HRTimeline
B. Riley Wealth Advisors, Inc.146,749$5.5M0.17%+60,40313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS142,440$5.34M0.01%+23313F-HRTimeline
GenTrust, LLC140,909$5.28M0.25%+2,70013F-HRTimeline
BEACON FINANCIAL GROUP135,688$5.09M0.56%-7,50313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC133,308$5M0.21%+7,19313F-HR/ATimeline
FourThought Financial Partners, LLC132,728$4.98M0.52%-6,80713F-HRTimeline
Cetera Investment Advisers126,912$4.76M0.01%+10,95213F-HRTimeline
APPLETON PARTNERS INC/MA126,793$4.75M0.37%-2,43813F-HRTimeline
Chicago Partners Investment Group LLC117,309$4.29M0.14%+38113F-HRTimeline
HBW ADVISORY SERVICES LLC109,795$4.12M0.59%+2,07813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP109,771$4.12M0.01%-28,40513F-HRTimelineGroup
Sandy Spring Bank109,386$4.1M0.17%-2,14813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC103,632$3.89M0.05%+50,52813F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …102,722$3.85M0.5%+4,13613F-HRTimelineGroup
New Republic Capital, LLC97,684$3.66M1.59%+18,97113F-HRTimeline
Focus Financial Network, Inc.94,439$3.54M0.14%+7,05413F-HRTimeline
Prospera Financial Services Inc87,505$3.28M0.08%-1,83013F-HRTimeline
Snowden Capital Advisors LLC86,427$3.24M0.1%-6,41213F-HRTimeline
Janney Montgomery Scott LLC85,999$3.22M0.01%+7,29513F-HRTimeline
D.A. DAVIDSON & CO.85,228$3.2M0.03%+1,83513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO84,919$3.18M0.06%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,311$3.12M0.01%+54,09313F-HRTimelineGroup
Sigma Planning Corp79,528$2.98M0.1%+28,65313F-HRTimeline
ArchPoint Investors78,300$2.94M0.97%013F-HR/ATimeline
Kingsview Wealth Management, LLC76,914$2.88M0.05%+5,12713F-HRTimeline
Prosperity Consulting Group, LLC75,713$2.84M0.22%+2,43713F-HRTimeline
Sanctuary Advisors, LLC75,143$2.82M0.02%-3,42413F-HRTimeline
Crumly & Associates Inc.73,989$2.77M0.77%-11913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC73,217$2.74M0.02%-77413F-HR/ATimelineGroup
PUFF WEALTH MANAGEMENT, LLC69,653$2.61M4.62%+3,13313F-HRTimeline
PCG Wealth Advisors, LLC66,108$2.48M0.86%+13,78913F-HRTimeline
Summit Trail Advisors, LLC65,315$2.45M0.08%+3,60313F-HRTimeline
Continuum Advisory, LLC64,414$2.41M0.31%+12,01513F-HRTimeline
Wela Strategies, Inc.64,243$2.41M1.02%-5,07713F-HRTimeline
Glass Jacobson Investment Advisors llc65,319$2.33M0.76%+20913F-HRTimeline
Keystone Financial Group, Inc.63,764$2.3M1.62%+9413F-HRTimeline
NewEdge Advisors, LLC60,184$2.26M0.01%+18,30413F-HRTimeline
Landmark Wealth Management, LLC59,703$2.24M0.99%-1,25913F-HRTimeline
Encompass More Asset Management58,911$2.21M0.66%+2,01313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding57,490$2.16M+20,749Timeline
CoreCap Advisors, LLC56,578$2.12M0.09%-7,92213F-HRTimeline
ORG Partners LLC54,417$2.05M0.5%-29013F-HRTimeline
BlueChip Wealth Advisors LLC53,475$2M0.98%+2,81213F-HRTimeline
CW Advisors, LLC53,420$2M0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,739$1.89M<0.01%+13,58813F-HR/ATimelineGroup
Elevated Capital Advisors, LLC49,797$1.87M0.52%-6,42813F-HRTimeline
Auour Investments LLC50,648$1.83M0.66%-3,28813F-HRTimeline
Orion Porfolio Solutions, LLC47,881$1.8M0.02%-8,99713F-HRTimeline
Orion Portfolio Solutions, LLC47,881$1.8M0.02%-8,99713F-HR/ATimeline
ARQ WEALTH ADVISORS, LLC46,920$1.76M0.65%+3,05013F-HRTimeline
HANCOCK WHITNEY CORP45,617$1.71M0.06%+2,29313F-HRTimeline
Millstone Evans Group, LLC45,389$1.7M1.15%-16513F-HRTimeline
Cambridge Advisors Inc.45,208$1.69M0.37%+2,22013F-HRTimeline
Waverly Advisors, LLC45,163$1.69M0.02%-41013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…44,084$1.65M0.63%-26513F-HRTimeline
Windsor Advisory Group, LLC43,789$1.64M2.12%013F-HRTimeline
MGB Wealth Management, LLC43,381$1.63M0.59%013F-HRTimeline
Proactive Wealth Strategies LLC43,022$1.61M0.86%new13F-HRTimeline
Virtue Capital Management, LLC42,903$1.61M0.19%new13F-HRTimeline
Walker Asset Management, LLC42,626$1.6M0.97%-1,19813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,385$1.59M<0.01%+36,28213F-HRTimelineGroup
MOTCO42,215$1.58M0.17%+97313F-HRTimeline
WealthCare Investment Partners, LLC43,357$1.53M0.65%-4,44813F-HRTimeline
Icon Wealth Advisors, LLC40,295$1.51M0.12%+18213F-HRTimeline
Atria Wealth Solutions, Inc.40,018$1.5M0.02%-5,30413F-HRTimeline
Betterment LLC39,216$1.47M<0.01%-1,65913F-HRTimeline
Wagner Wealth Management, LLC36,376$1.36M0.34%+3,77713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,310$1.25M0.01%+13,38913F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC33,265$1.25M1.41%+9613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,348$1.21M0.03%+1,49013F-HRTimelineGroup
Great Diamond Partners, LLC30,531$1.14M0.31%-1,44113F-HRTimeline
HARBOUR INVESTMENTS, INC.30,501$1.14M0.03%+4,66213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC30,252$1.13M0.83%-2,31613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,251$1.13M<0.01%+2,64113F-HRTimeline
&PARTNERS29,953$1.12M0.01%+6,03413F-HRTimeline
Fulcrum Equity Management29,129$1.09M1.19%-6,15213F-HRTimeline
Arkadios Wealth Advisors28,721$1.08M0.04%+7,80213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,368$1.06M0.03%+11013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP27,801$1.04M<0.01%+15,08113F-HRTimelineGroup
FAS Wealth Partners, Inc.27,199$1.02M0.08%+16913F-HRTimeline
Steward Partners Investment Advisory, L…27,132$1.02M0.01%+4,09013F-HRTimeline
Cherry Creek Investment Advisors, Inc.27,010$1.01M0.53%-79513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC26,578$996K<0.01%-20813F-HRTimelineGroup
Investors Research Corp26,383$989K0.21%-1,34813F-HRTimeline
Magnus Financial Group LLC26,368$989K0.1%-14713F-HRTimeline
Tandem Financial, LLC25,862$970K1.06%+32413F-HRTimeline
Mutual Advisors, LLC26,276$959K0.03%new13F-HRTimeline
Aprio Wealth Management, LLC25,199$945K0.12%+10513F-HRTimeline
Quad-Cities Investment Group, LLC24,678$925K0.46%-15513F-HRTimeline
Sovran Advisors, LLC25,072$908K0.12%+5,44613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC23,714$889K0.45%-57213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.23,712$889K0.25%+1,86313F-HRTimeline
Private Advisory Group LLC23,458$879K0.1%+17,41213F-HRTimeline
Objective Capital Management, LLC22,594$847K1.08%+6513F-HRTimeline
Wedmont Private Capital24,213$845K0.04%+9713F-HRTimeline
Kovack Advisors, Inc.22,417$840K0.09%+21613F-HRTimeline
G&S Capital LLC21,960$823K0.35%+99313F-HRTimeline
Apella Capital, LLC23,383$816K0.03%+8513F-HRTimeline
Colorado Capital Management, Inc.21,518$807K0.38%-2,36713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,218$795K<0.01%-4,87113F-HRTimelineGroup
Stegent Equity Advisors, Inc.20,983$787K0.8%-15913F-HRTimeline
COZAD ASSET MANAGEMENT INC20,699$776K0.08%+19513F-HRTimeline
Inscription Capital, LLC25,836$763K0.13%13F-HRTimeline
Visionary Wealth Advisors19,864$745K0.04%-2413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding19,770$741K-12,898Timeline
NORTHWEST WEALTH MANAGEMENT, LLC19,692$738K0.15%+4413F-HRTimeline
Next Capital Management LLC19,345$725K0.35%013F-HRTimeline
Gateway Wealth Partners, LLC19,200$720K0.16%+1,58913F-HRTimeline
Beck Bode, LLC19,193$720K0.13%-3,16213F-HRTimeline
Gryphon Financial Partners LLC19,015$713K0.1%+15113F-HRTimeline
Claro Advisors Inc.18,686$701K0.09%+14513F-HRTimeline
Peak Planning Group, LLC18,598$697K0.29%+4613F-HRTimeline
Moors & Cabot, Inc.18,531$695K0.04%+37513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,414$690K0.19%-5513F-HRTimeline
Keystone Financial Group18,383$689K0.07%-913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC18,276$685K0.7%-7,10113F-HRTimeline
Main Street Financial Solutions, LLC17,852$669K0.06%-1,66613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,847$669K0.01%+213F-HRTimelineGroup
Farther Finance Advisors, LLC17,327$653K0.02%+17,16513F-HRTimeline
MCF Advisors LLC17,283$648K0.05%+5413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,239$644K0.06%+5,99913F-HR/ATimeline
WINEBRENNER CAPITAL MANAGEMENT LLC16,822$631K0.57%-73313F-HRTimeline
PBMares Wealth Management LLC16,614$623K0.12%-92213F-HRTimeline
Destiny Wealth Partners, LLC16,588$622K0.1%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,585$622K<0.01%+8,28213F-HRTimelineGroup
Americana Partners, LLC16,475$618K0.02%-1,42213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,454$617K<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC16,199$607K0.03%-50013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,845$594K0.02%+1,17013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,438$579K<0.01%+2213F-HRTimeline
Atria Investments, Inc15,436$579K0.01%-1,75513F-HRTimeline
Regal Investment Advisors LLC15,175$569K0.05%013F-HRTimeline
Aspen Investment Management Inc14,870$557K0.26%-40013F-HRTimeline
WEALTH EFFECTS LLC14,576$546K0.23%-13013F-HRTimeline
Evelyn Partners Investment Management (…14,251$534K0.2%-2,72013F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…14,218$533K0.25%-89713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,191$532K0.07%+1713F-HRTimeline
Intrua Financial, LLC14,175$531K0.08%-1,05513F-HRTimeline
NorthCoast Asset Management LLC13,481$505K<0.01%-34813F-HR/ATimeline
IFP Advisors, Inc13,474$505K0.02%-49813F-HRTimeline
Forefront Analytics, LLC13,282$498K0.57%-202,71913F-HRTimeline
Beaumont Financial Advisors, LLC13,120$492K0.04%+2213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC13,056$489K0.29%013F-HRTimeline
Aveo Capital Partners, LLC13,267$485K0.08%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,734$477K0.01%+513F-HRTimelineGroup
Geneos Wealth Management Inc.12,504$469K0.01%+9,07813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,500$469K<0.01%-6,40413F-HRTimelineGroup