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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
MORGAN STANLEYin group MORGAN STANLEY18,162,313$793M0.05%-348,20413F-HRTimelineGroup
Capital Investment Advisors, LLC4,277,778$187M2.73%+88,11913F-HR/ATimeline
Cresset Asset Management, LLC2,806,310$123M0.53%+94,57213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,806,260$123M2.66%-63,43613F-HRTimelineGroup
LPL Financial LLC2,620,632$114M0.03%+153,13113F-HRTimeline
Glenview Trust Co2,474,953$108M1.7%-19,56313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,397,700$105M0.02%+48,68913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,383,147$104M0.01%+256,27013F-HRTimelineGroup
Wealthspire Advisors, LLC2,048,764$89.4M0.7%-116,25513F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding1,841,231$80.4M+1,275,129Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,408,895$61.5M0.01%-83,56213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,336,222$58.3M-13,278Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,081,366$47.2M0.23%+25,90113F-HRTimelineGroup
Welch & Forbes LLC996,003$43.5M0.56%-44,69613F-HRTimeline
ALTFEST L J & CO INC958,838$41.9M4.48%+386,75313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…896,914$39.2M0.07%-70,47613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC871,803$38.1M0.05%+65,86813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC868,723$37.9M0.01%+83,37213F-HRTimelineGroup
Disciplina Capital Management LLC858,130$37.5M3.97%-73,90213F-HRTimeline
Mariner, LLCin group Mariner, LLC775,906$33.9M0.04%+26,51413F-HRTimelineGroup
Lee Financial Co688,357$30.1M4.24%-19,46513F-HRTimeline
Jaffetilchin Investment Partners, LLC637,494$27.8M1.66%-5,27113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding625,150$27.3M-77,868Timeline
Modern Wealth Management, LLC520,866$22.7M0.39%-13,44213F-HRTimeline
Barry Investment Advisors, LLC474,357$20.7M4.57%+11,99013F-HRTimeline
Cetera Investment Advisers445,484$19.4M0.02%-118,01813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding361,255$15.8M-49,585Timeline
New England Private Wealth Advisors LLC319,084$13.9M1.61%+8,97213F-HRTimeline
Vernal Point Advisors, LLC297,658$13M5.28%+37,63613F-HRTimeline
Arkos Global Advisors293,750$12.8M1.61%+5,91813F-HRTimeline
Cambridge Investment Research Advisors,…275,467$12M0.03%+55,49613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO273,034$12M<0.01%-3,71113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC266,481$11.6M<0.01%+89,94913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.262,546$11.5M0.02%-5,94913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP254,031$11.1M0.01%-25,93413F-HRTimelineGroup
Beacon Pointe Advisors, LLC219,537$9.58M0.05%+19,19313F-HRTimeline
Strategic Wealth Partners, Ltd.218,601$9.54M0.66%+14,05013F-HRTimeline
Private Advisor Group, LLC215,150$9.39M0.04%-3,15313F-HRTimeline
PARK NATIONAL CORP /OH/212,053$9.26M0.28%+4,47213F-HRTimeline
Nvest Wealth Strategies, Inc.204,572$8.93M6.29%-13,96113F-HRTimeline
UMB Bank, n.a.203,827$8.9M0.12%-40,97513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crusonia Wealth Advisors LLC198,025$8.65M1.79%-59113F-HRTimeline
Ashton Thomas Private Wealth, LLC198,018$8.65M0.2%-4,05013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.194,571$8.49M0.88%+4,23713F-HRTimeline
HighTower Advisors, LLC167,854$7.33M0.01%-6,21613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…165,334$7.22M0.39%-30,63513F-HRTimeline
New Republic Capital, LLC161,621$7.06M2.38%+24,52413F-HRTimeline
IHT Wealth Management, LLC161,597$7.06M0.16%-20,53213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…159,343$6.96M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP158,179$6.94M<0.01%+49,89113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC153,355$6.7M0.02%-9,77813F-HRTimeline
Hobart Private Capital, LLC150,930$6.59M1.3%-22,27313F-HRTimeline
CERTUITY, LLC149,839$6.54M0.43%+98,62213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS146,464$6.39M0.01%+1,46013F-HRTimeline
APPLETON PARTNERS INC/MA128,749$5.62M0.39%+12413F-HRTimeline
Focus Financial Network, Inc.128,024$5.59M0.2%+7,95713F-HRTimeline
Prime Capital Investment Advisors, LLC125,231$5.47M0.06%+3,16113F-HRTimeline
GenTrust, LLC124,269$5.43M0.23%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC121,498$5.3M0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC119,153$5.2M0.55%-26413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC110,668$4.83M1.75%+3,56013F-HR/ATimelineGroup
BEACON FINANCIAL GROUP110,052$4.8M0.48%-4,43813F-HRTimeline
D.A. DAVIDSON & CO.105,236$4.59M0.03%+13,65413F-HRTimeline
Chicago Partners Investment Group LLC105,959$4.55M0.1%+15513F-HRTimeline
Janney Montgomery Scott LLC103,922$4.54M0.01%+2,22213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP101,798$4.44M0.01%-2,88313F-HRTimelineGroup
Independent Advisor Alliance98,637$4.31M0.05%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC97,308$4.25M0.13%-2,05113F-HRTimeline
Kingsview Wealth Management, LLC96,028$4.19M0.06%+4,27313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV94,373$4.12M0.01%+25,99213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…93,728$4.09M<0.01%+13,61513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp92,860$4.05M0.08%-5,38613F-HRTimelineGroup
Arkadios Wealth Advisors91,772$4.01M0.07%+34,41013F-HRTimeline
Proactive Wealth Strategies LLC91,380$3.99M0.75%+45,00313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC90,882$3.97M0.04%+1,28113F-HRTimelineGroup
Mutual Advisors, LLC87,745$3.83M0.08%+20,66113F-HRTimeline
Snowden Capital Advisors LLC87,433$3.82M0.1%+1,30213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,088$3.58M0.01%-9,54113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,691$3.58M0.02%+40,91413F-HRTimelineGroup
Keystone Financial Group, Inc.81,674$3.57M1.85%-80813F-HRTimeline
Sanctuary Advisors, LLC80,290$3.51M0.02%+6,59413F-HRTimeline
ARQ WEALTH ADVISORS, LLC79,677$3.48M0.63%+2,19513F-HRTimeline
&PARTNERS79,456$3.47M0.02%+52513F-HRTimeline
Summit Trail Advisors, LLC78,067$3.41M0.05%013F-HRTimeline
Prosperity Consulting Group, LLC77,658$3.39M0.15%+3,10213F-HRTimeline
Orion Porfolio Solutions, LLC76,674$3.35M0.03%-2,12813F-HRTimeline
Qube Research & Technologies Ltd74,246$3.24M<0.01%+35,00813F-HRTimeline
Prospera Financial Services Inc74,049$3.23M0.05%-4,15713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…73,496$3.21M0.11%+59,43713F-HRTimelineGroup
Continuum Advisory, LLC73,194$3.2M0.31%+2113F-HRTimeline
Crumly & Associates Inc.72,836$3.18M0.67%013F-HRTimeline
Landmark Wealth Management, LLC71,842$3.14M0.84%+8,23213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO69,882$3.05M0.05%-28,62813F-HRTimeline
HARBOUR INVESTMENTS, INC.69,530$3.04M0.05%+3,51313F-HRTimeline
Windsor Advisory Group, LLC67,787$2.96M2.47%+32,91813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,006$2.79M<0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC62,975$2.75M0.01%+29913F-HRTimelineGroup
Glass Jacobson Investment Advisors llc61,811$2.7M0.93%-2,20413F-HRTimeline
True Blue Financial, LLC59,542$2.6M2.05%-4,96413F-HRTimeline
VestGen Advisors, LLC57,842$2.53M0.07%+2,03513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …57,449$2.51M0.24%+1,76913F-HRTimelineGroup
PCG Wealth Advisors, LLC56,614$2.47M0.63%-4,15513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding56,088$2.45M+54,188Timeline
Auour Investments LLC53,089$2.32M0.73%+90013F-HRTimeline
BlueChip Wealth Advisors LLC51,883$2.27M0.99%+33013F-HRTimeline
FOCUSED ALPHA, LLC50,571$2.21M0.68%013F-HRTimeline
Waverly Advisors, LLC50,069$2.19M0.02%-9113F-HRTimeline
HANCOCK WHITNEY CORP48,204$2.16M0.04%+22,60813F-HRTimeline
NewEdge Advisors, LLC49,129$2.14M0.01%-1,40013F-HR/ATimeline
Cambridge Advisors Inc.48,047$2.1M0.41%+31213F-HRTimeline
Gateway Wealth Partners, LLC47,494$2.07M0.08%+26,29513F-HRTimeline
Sigma Planning Corp47,234$2.06M0.06%-4,02713F-HRTimeline
Millstone Evans Group, LLC46,956$2.05M1.23%-8713F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding45,440$1.98M+22,813Timeline
Encompass More Asset Management44,059$1.92M0.32%+12,98513F-HRTimeline
Elevated Capital Advisors, LLC42,876$1.87M0.47%-2,88213F-HRTimeline
Walker Asset Management, LLC42,734$1.87M1.01%+10213F-HRTimeline
Icon Wealth Advisors, LLC41,003$1.8M0.12%+16013F-HRTimeline
Cornerstone Wealth Management, LLC40,745$1.78M0.09%+63413F-HRTimeline
MOTCO40,281$1.76M0.16%-613F-HRTimeline
Wagner Wealth Management, LLC39,222$1.71M0.35%+25713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding36,036$1.57M+17,336Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,717$1.56M0.02%+5,02213F-HRTimelineGroup
FAS Wealth Partners, Inc.33,971$1.48M0.09%+4,52213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp33,904$1.48M<0.01%-73,52813F-HR/ATimelineGroup
WealthCare Investment Partners, LLC33,199$1.46M0.4%-7,37113F-HRTimeline
Steward Partners Investment Advisory, L…33,207$1.45M0.01%+8,86913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd32,838$1.43M0.02%+26,99813F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC31,925$1.39M1.44%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC31,609$1.38M0.97%-7613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,261$1.36M<0.01%+18,79013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,139$1.36M<0.01%+82313F-HRTimelineGroup
Betterment LLC28,773$1.26M<0.01%-11,77213F-HRTimeline
Inscription Capital, LLC28,548$1.25M0.13%+1,01613F-HRTimeline
Tandem Financial, LLC28,352$1.24M0.42%+2,81413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,869$1.22M0.02%-2613F-HRTimelineGroup
Cherry Creek Investment Advisors, Inc.27,596$1.2M0.52%+17813F-HRTimeline
360 Financial, Inc.27,569$1.2M0.36%+8,37013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,476$1.2M0.03%+3,30013F-HR/ATimeline
Apella Capital, LLC27,127$1.17M0.02%+3,84013F-HRTimeline
Arvest Bank Trust Division26,237$1.15M0.06%-6,85613F-HRTimeline
Aprio Wealth Management, LLC25,398$1.11M0.06%+9213F-HRTimeline
Great Diamond Partners, LLC25,039$1.09M0.21%-64913F-HRTimeline
Worthington Financial Partners, LLC24,692$1.08M0.93%+2,01713F-HRTimeline
GTS SECURITIES LLC24,198$1.06M0.04%new13F-HRTimeline
WCG Wealth Advisors LLC23,889$1.04M0.03%-22,56613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,837$1.04M0.08%+53813F-HRTimeline
Magnus Financial Group LLC23,674$1.03M0.08%-813F-HRTimeline
Quad-Cities Investment Group, LLC23,615$1.03M0.41%+10213F-HRTimeline
G&S Capital LLC23,071$1.01M0.35%-1,37213F-HRTimeline
Objective Capital Management, LLC22,909$1M1.01%+813F-HRTimeline
Sunbelt Securities, Inc.22,775$994K0.06%+11,64313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,164$967K0.03%+68313F-HRTimelineGroup
FourThought Financial Partners, LLC21,865$955K0.08%-45613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC21,176$925K0.31%-57613F-HRTimeline
COZAD ASSET MANAGEMENT INC20,851$910K0.07%-1913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,253$884K-11,432Timeline
First Heartland Consultants, Inc.20,145$880K0.07%+1,75713F-HRTimeline
Stegent Equity Advisors, Inc.19,991$873K0.74%013F-HRTimeline
Americana Partners, LLC19,827$866K0.02%+3,81013F-HRTimeline
Wood Tarver Financial Group, LLC19,793$864K0.24%+1,95413F-HRTimeline
Next Capital Management LLC19,753$862K0.26%+40813F-HRTimeline
Wagner Wealth Management, Corp19,555$854K0.77%+4,96513F-HRTimeline
Visionary Wealth Advisors19,160$837K0.04%+71613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC19,102$834K0.13%+3913F-HRTimeline
Keystone Financial Group18,537$809K0.06%+13713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,435$805K0.04%-54813F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC17,963$784K0.64%-81713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,857$780K0.01%+213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC17,543$766K0.02%+1,20513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,523$765K0.01%+4,87313F-HRTimelineGroup
Kovack Advisors, Inc.17,457$759K0.04%-7,82013F-HRTimeline
MCF Advisors LLC17,303$755K0.03%-9213F-HRTimeline
Koshinski Asset Management, Inc.17,000$742K0.05%+8,38313F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC16,855$736K0.5%+1,40413F-HRTimeline
Colorado Capital Management, Inc.16,794$733K0.27%-1,53613F-HRTimeline
BLAIR WILLIAM & CO/IL16,682$728K<0.01%-24913F-HRTimeline
Destiny Wealth Partners, LLC16,588$724K0.08%013F-HRTimeline
Meridian Wealth Advisors, LLC16,193$707K0.09%new13F-HRTimeline
Asset One Wealth Management LLC16,309$698K0.08%+9413F-HRTimeline
Farther Finance Advisors, LLC16,050$698K0.01%-91513F-HRTimeline
Western Wealth Management, LLC15,529$678K0.03%+6,55513F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,526$678K<0.01%+8513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,317$669K0.02%+9,16413F-HRTimelineGroup
Peak Planning Group, LLC15,290$668K0.19%+2813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC15,067$658K0.42%-27713F-HRTimeline
Regal Investment Advisors LLC14,875$649K0.04%-30013F-HRTimeline
Aspen Investment Management Inc14,670$640K0.2%013F-HRTimeline
Evelyn Partners Investment Management (…14,391$628K0.22%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,260$623K<0.01%+2,24613F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT14,257$622K0.07%-3413F-HRTimeline
WEALTH EFFECTS LLC14,191$620K0.22%-19613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,081$617K<0.01%-3,46113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,109$616K<0.01%+43013F-HRTimelineGroup
Main Street Financial Solutions, LLC14,100$616K0.04%-90013F-HRTimeline
GM Advisory Group, LLC14,064$614K0.02%+4,68013F-HRTimeline
Sovran Advisors, LLC13,726$614K0.05%+14213F-HRTimeline
Texas Capital Bank Wealth Management Se…14,030$613K0.04%013F-HRTimeline
Patriot Financial Group Insurance Agenc…13,800$603K0.03%+6,90013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,767$601K0.18%-28913F-HRTimeline