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Disclosery

ENFR ALPS ETF TR

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ALERIAN ENERGY (fund)

90 managers (91 13F filers) reported a position in ENFR shares at 2024-12-31, 3,280,541 shares in all. 20 filers opened a position and 4 filers sold out during the quarter.

Managers
90
13F filers
91
New
20
Added
32
Reduced
17
Sold out
4
Shares held by filers
3,280,541

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN351,817$11M<0.01%+8,96813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC316,141$9.85M<0.01%13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC284,185$8.85M0.01%-3,19613F-HRTimelineGroup
LPL Financial LLC224,097$6.98M<0.01%+90,59013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY206,078$6.42M<0.01%+81,39413F-HR/ATimelineGroup
Sanctuary Advisors, LLC143,237$4.72M0.03%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/146,469$4.56M<0.01%+13,58113F-HRTimelineGroup
WNY Asset Management, LLC89,879$2.8M0.35%-6,04613F-HRTimeline
U.S. Capital Wealth Advisors, LLC80,785$2.52M0.08%-3,76213F-HRTimeline
Castle Rock Wealth Management, LLC73,533$2.37M0.56%+16,66513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,250$2.13M<0.01%-1,08413F-HR/ATimeline
UBS Group AGin group UBS Group AG66,914$2.08M<0.01%-93313F-HRTimelineGroup
XML Financial, LLC66,171$2.06M0.19%+69513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP64,233$2M<0.01%+6,99113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC63,829$1.99M<0.01%+28,60513F-HRTimelineGroup
Advisors Asset Management, Inc.55,255$1.72M0.03%+52,95713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,110$1.56M<0.01%-8,91113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.48,007$1.5M0.01%+1,71413F-HRTimeline
Fulcrum Equity Management42,520$1.32M1.31%-97713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC41,727$1.3M1.29%+17113F-HRTimeline
GTS SECURITIES LLC36,278$1.13M0.06%+8,25613F-HRTimeline
WT Wealth Management34,778$1.08M0.34%+23,78213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…34,764$1.08M0.39%+15,70613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,486$1.04M<0.01%+1,10113F-HR/ATimelineGroup
NewEdge Advisors, LLC33,479$1.04M0.01%+6,07713F-HRTimeline
Wealthfront Advisers LLC29,166$909K<0.01%+12,58413F-HR/ATimeline
Glass Jacobson Investment Advisors llc28,977$903K0.3%+8513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,850$868K<0.01%+7,15613F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.27,610$860K0.17%013F-HRTimeline
Fielder Capital Group LLC27,107$844K0.26%-18,33113F-HRTimeline
Windsor Advisory Group, LLC23,000$716K0.83%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,807$710K<0.01%+17313F-HRTimelineGroup
CHOREO, LLC22,542$702K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…22,287$694K<0.01%+3,42313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,309$633K<0.01%+1,35413F-HRTimeline
World Investment Advisors19,320$602K0.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.18,532$577K0.01%new13F-HRTimeline
GUIDANCE CAPITAL, INC16,472$551K0.17%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC16,109$502K0.11%new13F-HRTimeline
Compound Planning, Inc.16,051$500K0.03%+65613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,658$457K<0.01%-52613F-HRTimelineGroup
Onyx Bridge Wealth Group LLC14,177$442K0.06%+1,10513F-HRTimeline
Sowell Financial Services LLC12,687$395K0.02%new13F-HRTimeline
Cetera Investment Advisers11,817$368K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,639$363K0.02%new13F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC11,649$363K0.08%-16313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,649$363K0.01%-41113F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC11,321$353K0.04%-9513F-HRTimeline
Keudell/Morrison Wealth Management11,020$343K0.09%-5013F-HRTimeline
Fermata Advisors, LLC10,429$325K0.06%-25113F-HRTimeline
Dynamic Advisor Solutions LLC9,946$310K0.01%+213F-HRTimeline
Aveo Capital Partners, LLC9,622$300K0.03%+6913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,500$296K0.02%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,916$278K+6,916Timeline
Bordeaux Wealth Advisors LLC8,586$267K0.04%new13F-HR/ATimeline
MAI Capital Management8,550$266K<0.01%013F-HRTimeline
Legacy Capital Group California, Inc.8,358$260K0.08%-10113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,126$253K<0.01%013F-HRTimelineGroup
Pointe Capital Management LLC7,932$247K0.14%new13F-HR/ATimeline
HighTower Advisors, LLC7,854$245K<0.01%-1,25013F-HRTimeline
WealthCare Investment Partners, LLC7,336$232K0.1%-4813F-HRTimeline
Smith Anglin Financial, LLC7,249$226K0.02%new13F-HRTimeline
10Elms LLP7,100$221K0.23%13F-HRTimeline
Per Stirling Capital Management, LLC.6,974$217K0.03%new13F-HRTimeline
Prospera Financial Services Inc6,719$209K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC6,628$206K0.02%+1513F-HRTimeline
GeoWealth Management, LLC5,707$178K0.01%+86213F-HRTimeline
COMERICA BANK5,424$169K<0.01%013F-HR/ATimeline
IFP Advisors, Inc5,177$161K0.01%+1813F-HRTimeline
CWM, LLCin group CWM, LLC3,485$109K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC3,130$97K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,964$61.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,900$61.1K0.03%13F-HRTimeline
EPG Wealth Management LLC1,684$52.5K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,030$32K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,000$31.1K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,009$31K<0.01%new13F-HRTimelineGroup
S.A. Mason LLC680$21.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…571$17.8K<0.01%+713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$15.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC492$15.3K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management485$15.1K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL475$14.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC436$13.6K<0.01%+1613F-HRTimelineGroup
Geneos Wealth Management Inc.340$10.6K<0.01%013F-HRTimeline
Allworth Financial LP250$8.39K<0.01%013F-HRTimeline
Bogart Wealth, LLC102$3.19K<0.01%+113F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP80$2.49K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…17$570<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$3<0.01%new13F-HR/ATimelineAmount filed as zero, left out of ratios.