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Disclosery

EMLP FIRST TR EXCHANGE-TRADED FD

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NO AMER ENERGY (fund)

371 managers (375 13F filers) reported a position in EMLP shares at 2025-12-31, 67,438,631 shares in all. 27 filers opened a position and 20 filers sold out during the quarter.

Managers
371
13F filers
375
New
27
Added
151
Reduced
123
Sold out
20
Shares held by filers
67,438,631

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY18,510,517$701M0.04%+591,92713F-HR/ATimelineGroup
Capital Investment Advisors, LLC4,189,659$159M2.42%+224,82713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,869,696$109M2.33%+7,31313F-HRTimelineGroup
Cresset Asset Management, LLC2,711,738$103M0.44%+280,07313F-HRTimeline
Glenview Trust Co2,494,516$94.5M1.46%-22,33713F-HRTimeline
LPL Financial LLC2,467,501$93.4M0.03%-39,39213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,349,011$89M0.02%+64,33713F-HRTimelineGroup
Wealthspire Advisors, LLC2,165,019$82M0.65%+51,81713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,126,877$80.5M0.01%+75,53913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,492,457$56.5M0.01%+37,95413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,349,500$51.1M0.01%-31,26213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,055,465$40M0.19%13F-HRTimelineGroup
Welch & Forbes LLC1,040,699$39.4M0.48%-13,48413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…967,390$36.6M0.07%+76,53513F-HR/ATimelineGroup
Disciplina Capital Management LLC932,032$35.3M4.04%+18,79813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC805,935$30.5M0.04%+46,30513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC785,351$29.7M0.01%+23,45313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC749,392$28.4M0.03%-12,17913F-HRTimelineGroup
Lee Financial Co707,822$26.8M3.62%-22,06713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding703,018$26.6M+37,925Timeline
Jaffetilchin Investment Partners, LLC642,765$24.3M1.42%-5,31613F-HRTimeline
ALTFEST L J & CO INC572,085$21.7M2.37%-9,81313F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding566,102$21.4M-1,288,903Timeline
Cetera Investment Advisers563,502$21.3M0.02%-32313F-HRTimeline
Modern Wealth Management, LLC534,308$20.2M0.37%+15,00513F-HRTimeline
Barry Investment Advisors, LLC462,367$17.5M3.9%+14,91013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding410,840$15.6M-55,552Timeline
New England Private Wealth Advisors LLC310,112$11.7M1.46%+6,47413F-HR/ATimeline
Arkos Global Advisors287,832$10.9M1.4%+5,54813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP279,965$10.6M0.01%+4,89313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO276,745$10.5M<0.01%+12,83313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.268,495$10.2M0.01%+10,36813F-HRTimelineGroup
Vernal Point Advisors, LLC260,022$9.85M4.06%+35,42013F-HRTimeline
UMB Bank, n.a.244,802$9.27M0.12%-9,16813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prasad Wealth Partners, LLC222,641$8.43M2.25%-6,42013F-HRTimeline
Cambridge Investment Research Advisors,…219,971$8.33M0.02%-11,84513F-HRTimeline
Nvest Wealth Strategies, Inc.218,533$8.28M6.12%13F-HRTimeline
Private Advisor Group, LLC218,303$8.27M0.04%+13,39113F-HRTimeline
PARK NATIONAL CORP /OH/207,581$7.86M0.25%+2,65813F-HRTimeline
Strategic Wealth Partners, Ltd.204,551$7.75M0.53%+19,94513F-HRTimeline
Ashton Thomas Private Wealth, LLC202,068$7.65M0.19%-4,34513F-HRTimeline
Beacon Pointe Advisors, LLC200,344$7.59M0.05%-17513F-HRTimeline
Crusonia Wealth Advisors LLC198,616$7.52M1.66%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…195,969$7.42M0.38%-22,72213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.190,334$7.21M0.75%+14,73913F-HRTimeline
IHT Wealth Management, LLC182,129$6.9M0.17%+7,32313F-HRTimeline
B. Riley Wealth Advisors, Inc.178,744$6.77M0.32%+13,71113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC176,532$6.69M<0.01%+88,00713F-HRTimelineGroup
HighTower Advisors, LLC174,070$6.59M0.01%+1,78513F-HRTimeline
Hobart Private Capital, LLC173,203$6.56M1.28%-7,81213F-HRTimeline
COMERICA BANK169,175$6.41M0.03%+1,51713F-HRTimeline
MML INVESTORS SERVICES, LLC163,133$6.18M0.02%+8,68013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS145,004$5.49M0.01%+1,03213F-HRTimeline
New Republic Capital, LLC137,097$5.19M1.39%+22,61413F-HRTimeline
APPLETON PARTNERS INC/MA128,625$4.87M0.32%+1,17513F-HRTimeline
GenTrust, LLC124,269$4.71M0.2%-18,65513F-HRTimeline
Prime Capital Investment Advisors, LLC122,070$4.62M0.06%+6,50313F-HRTimeline
Focus Financial Network, Inc.120,067$4.55M0.16%+8,92313F-HRTimeline
HBW ADVISORY SERVICES LLC119,417$4.52M0.49%+94113F-HRTimeline
BEACON FINANCIAL GROUP114,490$4.34M0.43%-5,28613F-HRTimeline
Chicago Partners Investment Group LLC105,804$4.16M0.1%-6,24213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP108,288$4.1M<0.01%+30,21713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp107,432$4.07M0.01%+69,90413F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC107,108$4.06M1.36%-4,23313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP104,681$3.96M0.01%-60013F-HR/ATimelineGroup
Janney Montgomery Scott LLC101,700$3.85M0.01%+14,00413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC99,359$3.76M0.12%-15,48713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO98,510$3.73M0.05%-107,47813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp98,246$3.72M0.07%-6,37813F-HRTimelineGroup
Kingsview Wealth Management, LLC91,755$3.47M0.05%+6,44113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.91,629$3.47M0.01%+3,40013F-HRTimelineGroup
D.A. DAVIDSON & CO.91,582$3.47M0.02%+5,32613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC89,601$3.39M0.04%+4,43513F-HRTimelineGroup
Snowden Capital Advisors LLC86,131$3.26M0.08%-4,55913F-HRTimeline
CoreCap Advisors, LLC84,818$3.21M0.11%+1,45513F-HRTimeline
Keystone Financial Group, Inc.82,482$3.12M1.64%+2,53613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80,113$3.03M<0.01%+7,14713F-HR/ATimelineGroup
&PARTNERS78,931$2.99M0.02%+3,46613F-HRTimeline
Orion Porfolio Solutions, LLC78,802$2.98M0.02%+23,48713F-HRTimeline
Prospera Financial Services Inc78,206$2.96M0.05%-18,47813F-HRTimeline
Summit Trail Advisors, LLC78,067$2.96M0.05%+12,86613F-HRTimeline
ARQ WEALTH ADVISORS, LLC77,482$2.93M0.79%+2,81813F-HRTimeline
Prosperity Consulting Group, LLC74,556$2.82M0.13%-1,77813F-HRTimeline
Sanctuary Advisors, LLC73,696$2.79M0.02%+2,95713F-HRTimeline
Continuum Advisory, LLC73,173$2.77M0.28%+3,50613F-HRTimeline
Crumly & Associates Inc.72,836$2.76M0.58%013F-HRTimeline
ArchPoint Investors71,081$2.69M0.64%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV68,381$2.59M<0.01%+31,54413F-HRTimeline
Mutual Advisors, LLC67,084$2.54M0.05%+21,03013F-HRTimeline
HARBOUR INVESTMENTS, INC.66,017$2.5M0.05%+2,26913F-HRTimeline
TrueWealth Financial Partners64,506$2.44M2.02%new13F-HRTimeline
True Blue Financial, LLC64,506$2.44M2.02%13F-HRTimeline
Glass Jacobson Investment Advisors llc64,015$2.42M0.87%-58513F-HRTimeline
Landmark Wealth Management, LLC63,610$2.41M0.92%+1,90613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC62,676$2.37M0.01%-9,10613F-HRTimelineGroup
PCG Wealth Advisors, LLC60,769$2.3M0.65%+1,91813F-HRTimeline
Arkadios Wealth Advisors57,362$2.17M0.04%-2,27413F-HRTimeline
VestGen Advisors, LLC55,807$2.11M0.09%new13F-HRTimeline
ORG Partners LLC55,328$2.1M0.37%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …55,680$2.09M0.23%+3,64513F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC53,252$2.04M2.63%-6,62113F-HRTimeline
Auour Investments LLC52,189$1.98M0.63%+52313F-HRTimeline
BlueChip Wealth Advisors LLC51,553$1.95M0.82%-1,01313F-HRTimeline
Sigma Planning Corp51,261$1.94M0.05%+66813F-HRTimeline
CERTUITY, LLC51,217$1.94M0.12%+34,18613F-HRTimeline
FOCUSED ALPHA, LLC50,571$1.92M0.56%13F-HRTimeline
NewEdge Advisors, LLC50,529$1.91M0.01%+1,71513F-HRTimeline
Waverly Advisors, LLC50,160$1.9M0.02%+3,41713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,777$1.85M0.01%+10,71913F-HRTimelineGroup
Cambridge Advisors Inc.47,735$1.81M0.34%+65413F-HRTimeline
Millstone Evans Group, LLC47,043$1.78M1.05%+41913F-HRTimeline
WCG Wealth Advisors LLC46,455$1.76M0.05%new13F-HRTimeline
Proactive Wealth Strategies LLC46,377$1.76M0.7%-1,19313F-HRTimeline
Elevated Capital Advisors, LLC45,758$1.73M0.4%-1,14613F-HRTimeline
MGB Wealth Management, LLC43,398$1.64M0.47%+1113F-HRTimeline
Walker Asset Management, LLC42,632$1.61M0.87%+213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…41,590$1.58M0.46%-83013F-HRTimeline
WealthCare Investment Partners, LLC40,570$1.55M0.45%+2,06713F-HRTimeline
Icon Wealth Advisors, LLC40,843$1.55M0.1%+17713F-HRTimeline
Betterment LLC40,545$1.53M<0.01%+86613F-HRTimeline
MOTCO40,287$1.53M0.14%-77713F-HRTimeline
Cornerstone Wealth Management, LLC40,111$1.52M0.08%+58113F-HRTimeline
Qube Research & Technologies Ltd39,238$1.49M<0.01%-6,60113F-HRTimeline
Wagner Wealth Management, LLC38,965$1.48M0.31%+88613F-HRTimeline
Windsor Advisory Group, LLC34,869$1.32M1.18%013F-HRTimeline
Arvest Bank Trust Division33,093$1.25M0.07%-496,59813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC31,925$1.21M1.26%-26513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,685$1.2M-1Timeline
COTTONWOOD CAPITAL ADVISORS, LLC31,685$1.2M0.86%+3,95213F-HRTimeline
Encompass More Asset Management31,074$1.18M0.22%-23,00313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,695$1.16M0.01%-66213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,316$1.15M<0.01%-1,17613F-HRTimelineGroup
FAS Wealth Partners, Inc.29,449$1.12M0.07%+1,61813F-HRTimeline
Integrated Advisors Network LLC29,254$1.11M0.05%-12513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,895$1.06M0.02%-67113F-HRTimelineGroup
Inscription Capital, LLC27,532$1.04M0.11%-24513F-HRTimeline
Cherry Creek Investment Advisors, Inc.27,418$1.04M0.44%+20113F-HRTimeline
Coppell Advisory Solutions LLC27,185$1.03M0.1%+1,73513F-HRTimeline
Great Diamond Partners, LLC25,688$973K0.19%-1,63813F-HRTimeline
HANCOCK WHITNEY CORP25,596$969K0.02%-13,49513F-HRTimeline
Aprio Wealth Management, LLC25,306$958K0.06%013F-HRTimeline
Kovack Advisors, Inc.25,277$957K0.05%+3,19713F-HR/ATimeline
G&S Capital LLC24,443$926K0.33%+89613F-HRTimeline
Steward Partners Investment Advisory, L…24,338$922K0.01%-1,38913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,176$916K0.02%-7,31313F-HRTimeline
Tandem Financial, LLC25,538$910K1.1%-1,44513F-HRTimeline
Magnus Financial Group LLC23,682$897K0.07%+1613F-HRTimeline
Quad-Cities Investment Group, LLC23,513$890K0.37%-63913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,299$887K0.06%+28713F-HRTimeline
Apella Capital, LLC23,287$882K0.02%-7613F-HRTimeline
Objective Capital Management, LLC22,901$867K0.88%-11513F-HRTimeline
Worthington Financial Partners, LLC22,675$859K0.76%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC22,627$857K0.33%-42013F-HRTimelineGroup
FourThought Financial Partners, LLC22,321$845K0.07%-4,01513F-HRTimeline
TRED AVON FAMILY WEALTH, LLC21,752$824K0.27%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,481$814K0.02%+1,74513F-HR/ATimelineGroup
Gateway Wealth Partners, LLC21,199$803K0.09%+19413F-HRTimeline
COZAD ASSET MANAGEMENT INC20,870$790K0.06%+2113F-HRTimeline
Stegent Equity Advisors, Inc.19,991$757K0.59%-56013F-HRTimeline
Next Capital Management LLC19,345$733K0.23%013F-HRTimeline
360 Financial, Inc.19,199$727K0.22%-73213F-HR/ATimeline
NORTHWEST WEALTH MANAGEMENT, LLC19,063$722K0.11%-50913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,983$719K0.03%+1,71213F-HRTimeline
Claro Advisors Inc.18,955$718K0.1%+14113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC18,780$711K0.57%+1,30813F-HRTimeline
Investors Research Corp18,757$710K0.13%-83513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,700$708K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors18,444$698K0.03%-1,25113F-HRTimeline
Forefront Analytics, LLC18,435$698K0.62%-51913F-HRTimeline
Keystone Financial Group18,400$697K0.05%new13F-HRTimeline
First Heartland Consultants, Inc.18,388$696K0.05%+1,33513F-HRTimeline
Colorado Capital Management, Inc.18,330$694K0.26%-1,01513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,855$676K0.01%+313F-HRTimelineGroup
Wood Tarver Financial Group, LLC17,839$675K0.19%+37113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,542$663K<0.01%+1,19913F-HRTimeline
MCF Advisors LLC17,395$659K0.04%+113F-HRTimeline
Destiny Wealth Partners, LLC16,588$656K0.08%013F-HRTimeline
Asset One Wealth Management LLC16,215$646K0.09%13F-HRTimeline
Farther Finance Advisors, LLC16,965$642K0.01%+91913F-HRTimeline
BLAIR WILLIAM & CO/IL16,931$641K<0.01%-10213F-HRTimeline
Global Retirement Partners, LLC16,552$627K0.01%-40113F-HRTimeline
Wealth Watch Advisors, INC16,449$623K0.23%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC16,338$619K0.01%+513F-HRTimelineGroup
Americana Partners, LLC16,017$607K0.02%+74113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,441$590K<0.01%+3,38713F-HRTimelineGroup
BRIAN LOW FINANCIAL GROUP, LLC15,451$585K0.41%-26513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC15,344$581K0.39%-50613F-HRTimeline
Peak Planning Group, LLC15,262$578K0.16%+3113F-HRTimeline
Regal Investment Advisors LLC15,175$575K0.03%013F-HRTimeline
Main Street Financial Solutions, LLC15,000$568K0.04%-31213F-HRTimeline
Aspen Investment Management Inc14,670$556K0.17%-20013F-HRTimeline
Gryphon Financial Partners LLC14,597$553K0.06%+11213F-HRTimeline
Wagner Wealth Management, Corp14,590$553K0.55%13F-HRTimeline
Evelyn Partners Investment Management (…14,391$545K0.18%+72013F-HRTimeline
WEALTH EFFECTS LLC14,387$545K0.17%+413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT14,291$541K0.06%+6513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,059$532K0.02%+75313F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…14,056$532K0.11%-14813F-HRTimeline
Texas Capital Bank Wealth Management Se…14,030$531K0.03%new13F-HRTimeline
Sovran Advisors, LLC13,584$530K0.05%-45713F-HRTimeline