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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

367 managers (371 13F filers) reported a position in EMLP shares at 2025-06-30, 66,826,336 shares in all. 37 filers opened a position and 17 filers sold out during the quarter.

Managers
367
13F filers
371
New
37
Added
139
Reduced
121
Sold out
17
Shares held by filers
66,826,336

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY17,335,497$650M0.04%+47,48813F-HRTimelineGroup
Capital Investment Advisors, LLC3,842,513$144M2.58%+129,66413F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,931,743$110M2.76%-87,64813F-HRTimelineGroup
Glenview Trust Co2,592,515$97.2M1.68%+27,14413F-HRTimeline
LPL Financial LLC2,349,160$88.1M0.03%+120,83413F-HRTimeline
Cresset Asset Management, LLC2,257,387$84.7M0.42%+60113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,251,265$84.4M0.02%+26,08613F-HRTimelineGroup
Wealthspire Advisors, LLC2,099,516$78.8M0.44%+31,96013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,906,011$71.5M0.01%+164,42513F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC1,894,186$71.1M3.94%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,489,059$55.9M0.01%+35,65713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,383,881$51.9M0.01%-65,79413F-HRTimelineGroup
Welch & Forbes LLC1,063,563$39.9M0.5%-1,30213F-HRTimeline
Glenmede Investment Management, LP993,380$37.3M0.19%13F-HRTimeline
ALTFEST L J & CO INC925,969$34.7M4.1%-29,55713F-HRTimeline
Disciplina Capital Management LLC886,873$33.3M4.2%+257,99513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…868,701$32.6M0.07%-38,17313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC764,018$28.7M0.01%+142,47213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC755,825$28.3M0.04%+15,40513F-HRTimelineGroup
Lee Financial Co735,742$27.6M3.96%-28,14313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC722,487$27.1M0.04%+345,11813F-HRTimeline
Jaffetilchin Investment Partners, LLC633,498$23.8M1.55%-35013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding531,681$19.9M+87,440Timeline
Arvest Bank Trust Division521,423$19.6M1.14%-6,13913F-HRTimeline
Modern Wealth Management, LLC516,593$19.4M0.48%-5,88013F-HR/ATimeline
Ocean Park Asset Management, LLC494,000$18.5M0.66%013F-HRTimeline
Barry Investment Advisors, LLC424,868$15.9M3.97%+6,06313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding405,959$15.2M+27,369Timeline
AVANTAX ADVISORY SERVICES, INC.403,351$15.1M0.08%+15,06613F-HRTimeline
360 Financial, Inc.342,706$12.9M4.08%+36,50613F-HRTimeline
New England Private Wealth Advisors LLC301,708$11.5M1.68%+6,67013F-HRTimeline
Arkos Global Advisors283,982$10.7M1.48%+2,43913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO272,850$10.2M0.18%+187,93113F-HRTimeline
UMB Bank, n.a.272,333$10.2M0.16%-29,98613F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP261,654$9.81M0.01%+33,44913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO256,202$9.61M<0.01%-44,45813F-HRTimelineGroup
Cambridge Investment Research Advisors,…248,446$9.32M0.03%-33,10013F-HRTimeline
Hobart Private Capital, LLC236,274$8.86M2.01%-1,40913F-HRTimeline
Prasad Wealth Partners, LLC232,443$8.72M2.55%+61,71913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…228,712$8.58M0.44%-48,29813F-HRTimeline
Vernal Point Advisors, LLC223,010$8.37M4.88%+53,64813F-HRTimeline
Ashton Thomas Private Wealth, LLC211,031$7.92M0.28%-1,88813F-HRTimeline
Beacon Pointe Advisors, LLC208,378$7.82M0.08%-26513F-HRTimeline
HighTower Advisors, LLC207,308$7.78M0.01%+7,68613F-HRTimeline
Private Advisor Group, LLC190,530$7.15M0.04%-76613F-HRTimeline
IHT Wealth Management, LLC189,695$7.12M0.2%-2,00413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.187,567$7.04M0.01%+5,08213F-HR/ATimelineGroup
PARK NATIONAL CORP /OH/187,467$7.03M0.23%+15,66713F-HRTimeline
Strategic Wealth Partners, Ltd.179,879$6.75M0.53%13F-HRTimeline
ARVEST INVESTMENTS, INC.170,843$6.41M0.96%-3,03513F-HRTimeline
COMERICA BANK170,438$6.39M0.02%-2,25713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.166,446$6.24M0.82%+4,64213F-HRTimeline
B. Riley Wealth Advisors, Inc.154,229$5.79M0.28%+7,48013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC152,486$5.72M1.58%-44,81913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC149,968$5.62M0.02%+2,63313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS143,977$5.4M0.01%+1,53713F-HRTimeline
Cetera Investment Advisers142,165$5.33M0.01%+15,25313F-HRTimeline
GenTrust, LLC138,124$5.18M0.24%-2,78513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC129,942$4.87M0.06%+26,31013F-HRTimelineGroup
BEACON FINANCIAL GROUP127,621$4.79M0.5%-8,06713F-HRTimeline
APPLETON PARTNERS INC/MA125,720$4.72M0.33%-1,07313F-HRTimeline
Chicago Partners Investment Group LLC112,074$4.22M0.12%-5,23513F-HRTimeline
Prime Capital Investment Advisors, LLC112,314$4.21M0.06%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC112,050$4.2M0.16%-21,25813F-HRTimeline
New Republic Capital, LLC110,170$4.13M1.46%+12,48613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp107,891$4.05M0.09%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC107,640$4.04M0.5%-2,15513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP105,281$3.95M0.01%-4,49013F-HR/ATimelineGroup
Focus Financial Network, Inc.100,501$3.77M0.15%+6,06213F-HRTimeline
Prospera Financial Services Inc93,420$3.5M0.07%+5,91513F-HRTimeline
Snowden Capital Advisors LLC86,547$3.25M0.1%+12013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,427$3.24M0.01%+3,11613F-HRTimelineGroup
Janney Montgomery Scott LLC85,587$3.21M0.01%-41213F-HRTimeline
D.A. DAVIDSON & CO.85,322$3.2M0.02%+9413F-HRTimeline
Kingsview Wealth Management, LLC81,357$3.05M0.05%+4,44313F-HRTimeline
ArchPoint Investors78,300$2.94M0.86%013F-HRTimeline
Keystone Financial Group, Inc.77,458$2.92M1.86%+13,69413F-HRTimeline
Prosperity Consulting Group, LLC76,490$2.87M0.21%+77713F-HRTimeline
Crumly & Associates Inc.72,896$2.73M0.67%-1,09313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC72,763$2.73M0.02%-45413F-HR/ATimelineGroup
Sanctuary Advisors, LLC71,681$2.69M0.02%-3,46213F-HRTimeline
Continuum Advisory, LLC67,909$2.55M0.31%+3,49513F-HRTimeline
Wela Strategies, Inc.66,150$2.48M0.98%+1,90713F-HRTimeline
Summit Trail Advisors, LLC65,201$2.45M0.04%-11413F-HRTimeline
Glass Jacobson Investment Advisors llc65,137$2.44M0.94%-18213F-HRTimeline
Encompass More Asset Management63,440$2.38M0.56%+4,52913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,650$2.38M<0.01%+12,91113F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC63,191$2.37M3.88%-6,46213F-HRTimeline
Landmark Wealth Management, LLC58,934$2.21M0.94%-76913F-HRTimeline
PCG Wealth Advisors, LLC58,416$2.19M1.12%-7,69213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding23,584$2.07M+3,814Timeline
ORG Partners LLC55,328$2.05M0.44%+91113F-HRTimeline
CoreCap Advisors, LLC54,634$2.05M0.08%-1,94413F-HRTimeline
Sigma Planning Corp53,292$2M0.06%-26,23613F-HRTimeline
CW Advisors, LLC53,288$2M0.02%-13213F-HRTimeline
BlueChip Wealth Advisors LLC53,276$2M0.89%-19913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …52,230$1.96M0.26%-50,49213F-HRTimelineGroup
Auour Investments LLC50,861$1.91M0.66%+21313F-HRTimeline
Elevated Capital Advisors, LLC49,797$1.87M0.52%013F-HRTimeline
Orion Porfolio Solutions, LLC47,506$1.78M0.02%-37513F-HR/ATimeline
Proactive Wealth Strategies LLC47,323$1.77M0.84%+4,30113F-HRTimeline
Cambridge Advisors Inc.47,094$1.77M0.37%+1,88613F-HRTimeline
NewEdge Advisors, LLC47,047$1.76M0.01%-13,13713F-HRTimeline
ARQ WEALTH ADVISORS, LLC46,920$1.76M0.6%013F-HRTimeline
HARBOUR INVESTMENTS, INC.45,522$1.71M0.04%+15,02113F-HRTimeline
Millstone Evans Group, LLC45,389$1.7M1.16%013F-HRTimeline
Waverly Advisors, LLC44,354$1.66M0.02%-80913F-HRTimeline
Arkadios Wealth Advisors43,685$1.64M0.05%+14,96413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…43,417$1.63M0.59%-66713F-HRTimeline
MGB Wealth Management, LLC43,381$1.63M0.54%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,088$1.62M<0.01%+33,68613F-HRTimelineGroup
Walker Asset Management, LLC42,628$1.6M0.92%+213F-HRTimeline
MOTCO41,416$1.59M0.15%-79913F-HRTimeline
WealthCare Investment Partners, LLC42,505$1.58M0.57%-85213F-HRTimeline
Icon Wealth Advisors, LLC40,533$1.52M0.11%+23813F-HRTimeline
Cornerstone Wealth Management, LLC40,311$1.51M0.09%new13F-HRTimeline
Betterment LLC39,088$1.47M<0.01%-12813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV38,194$1.43M<0.01%+7,94313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp37,528$1.41M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding37,370$1.4M-20,120Timeline
Wagner Wealth Management, LLC36,658$1.38M0.31%+28213F-HRTimeline
Atria Wealth Solutions, Inc.35,856$1.34M0.03%-4,16213F-HRTimeline
Windsor Advisory Group, LLC34,869$1.31M1.86%-8,92013F-HRTimeline
FourThought Financial Partners, LLC33,667$1.26M0.12%-99,06113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,480$1.26M0.01%+17013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,440$1.25M0.02%+1,09213F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC33,265$1.25M1.43%013F-HRTimeline
Mutual Advisors, LLC32,280$1.22M0.03%+6,00413F-HRTimeline
Integrated Advisors Network LLC30,589$1.15M0.05%+14,39013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,039$1.13M<0.01%+24,48913F-HRTimelineGroup
&PARTNERS29,732$1.12M0.01%-22113F-HRTimeline
Great Diamond Partners, LLC29,402$1.1M0.23%-1,12913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC29,378$1.1M0.74%-87413F-HRTimeline
Inscription Capital, LLC28,577$1.07M0.15%+2,74113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,452$1.07M0.02%+8413F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.27,107$1.02M0.48%+9713F-HRTimeline
Tandem Financial, LLC27,033$1.01M0.95%+1,17113F-HRTimeline
FAS Wealth Partners, Inc.26,864$1.01M0.07%-33513F-HRTimeline
WORLD EQUITY GROUP, INC.26,261$985K0.27%+2,54913F-HRTimeline
Fulcrum Equity Management25,819$968K0.99%-3,31013F-HRTimeline
Aprio Wealth Management, LLC25,306$949K0.11%+10713F-HRTimeline
Quad-Cities Investment Group, LLC24,796$930K0.42%+11813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,572$922K<0.01%+3,35413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC24,500$919K<0.01%new13F-HRTimeline
Wedmont Private Capital24,312$900K0.04%+9913F-HRTimeline
Steward Partners Investment Advisory, L…23,758$891K0.01%-3,37413F-HRTimeline
Magnus Financial Group LLC23,689$889K0.08%-2,67913F-HRTimeline
HANCOCK WHITNEY CORP23,446$879K0.02%-22,17113F-HRTimeline
Objective Capital Management, LLC23,291$874K0.98%+69713F-HRTimeline
Apella Capital, LLC23,469$871K0.02%+8613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC23,125$867K0.39%-58913F-HRTimelineGroup
Qube Research & Technologies Ltd22,549$846K<0.01%+15,78513F-HRTimeline
G&S Capital LLC22,514$845K0.33%+55413F-HRTimeline
Gateway Wealth Partners, LLC22,305$837K0.16%+3,10513F-HRTimeline
Kovack Advisors, Inc.22,264$835K0.08%-15313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED21,279$798K0.07%+4,04013F-HRTimeline
Coppell Advisory Solutions LLC21,038$786K0.09%+15,25313F-HR/ATimeline
Stegent Equity Advisors, Inc.20,898$784K0.69%-8513F-HRTimeline
COZAD ASSET MANAGEMENT INC20,843$782K0.07%+14413F-HR/ATimeline
Investors Research Corp20,186$757K0.15%-6,19713F-HRTimeline
Colorado Capital Management, Inc.20,081$753K0.32%-1,43713F-HRTimeline
Visionary Wealth Advisors19,772$742K0.04%-9213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC19,525$732K0.13%-16713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,427$729K<0.01%+2,97313F-HRTimelineGroup
Next Capital Management LLC19,345$726K0.27%013F-HRTimeline
Gryphon Financial Partners LLC19,168$719K0.09%+15313F-HRTimeline
Forefront Analytics, LLC18,970$712K0.8%+5,68813F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,774$704K0.02%+2,92913F-HRTimelineGroup
Claro Advisors Inc.18,665$700K0.12%-2113F-HRTimeline
Keystone Financial Group18,375$689K0.06%-813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,850$670K0.01%+313F-HRTimelineGroup
Main Street Financial Solutions, LLC17,702$664K0.05%-15013F-HRTimeline
BLAIR WILLIAM & CO/IL17,433$654K<0.01%+6,40013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC17,407$653K0.62%-86913F-HRTimeline
Americana Partners, LLC17,401$653K0.02%+92613F-HRTimeline
MCF Advisors LLC17,338$650K0.04%+5513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC17,223$646K0.52%+40113F-HRTimeline
Global Retirement Partners, LLC16,847$632K0.02%13F-HRTimeline
Farther Finance Advisors, LLC16,688$626K0.01%-63913F-HRTimeline
Destiny Wealth Partners, LLC16,588$622K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,473$618K<0.01%-11213F-HRTimelineGroup
PBMares Wealth Management LLC16,426$616K0.11%-18813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,328$612K0.01%+3,59413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,381$611K<0.01%+94313F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC16,116$605K0.57%13F-HRTimeline
Sovran Advisors, LLC15,529$574K0.06%-9,54313F-HRTimeline
Peak Planning Group, LLC15,183$570K0.36%-3,41513F-HRTimeline
Regal Investment Advisors LLC15,175$569K0.04%013F-HRTimeline
Aspen Investment Management Inc14,870$558K0.23%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,754$553K<0.01%+6,80013F-HRTimelineGroup
Wood Tarver Financial Group, LLC14,768$553K0.17%+11,67213F-HRTimeline
Investor's Fiduciary Advisor Network, L…14,710$551K0.2%+49213F-HRTimeline
WEALTH EFFECTS LLC14,380$539K0.2%-19613F-HRTimeline
Evelyn Partners Investment Management (…14,251$535K0.19%013F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT14,208$533K0.06%+1713F-HRTimeline
PKS Advisory Services, LLC14,178$532K0.14%new13F-HRTimeline
CHASE INVESTMENT COUNSEL CORP13,765$516K0.16%new13F-HRTimeline
IFP Advisors, Inc13,680$513K0.01%+20613F-HRTimeline
NorthCoast Asset Management LLC13,413$503K<0.01%-6813F-HRTimeline
Arax Advisory Partners13,406$503K0.02%+1,43113F-HRTimeline