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Disclosery

ENFR ALPS ETF TR

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ALERIAN ENERGY (fund)

98 managers (99 13F filers) reported a position in ENFR shares at 2025-03-31, 4,626,979 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
98
13F filers
99
New
12
Added
52
Reduced
12
Sold out
4
Shares held by filers
4,626,979

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC379,719$12.4M<0.01%+63,57813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN372,871$12.2M<0.01%+21,05413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY357,403$11.7M<0.01%+151,32513F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY310,011$10.2M0.32%new13F-HRTimeline
LPL Financial LLC280,968$9.21M<0.01%+56,87113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/222,354$7.29M<0.01%+75,88513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC208,643$6.84M0.01%-75,54213F-HRTimelineGroup
WT Wealth Management158,647$5.2M1.69%+123,86913F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC158,075$5.18M3.81%new13F-HRTimeline
Sanctuary Advisors, LLC140,239$4.6M0.03%-2,99813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC120,990$3.95M<0.01%+93,14013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC116,053$3.8M0.01%+52,22413F-HR/ATimelineGroup
Advisors Asset Management, Inc.112,393$3.68M0.07%+57,13813F-HR/ATimeline
WNY Asset Management, LLC82,088$2.69M0.32%-7,79113F-HRTimeline
U.S. Capital Wealth Advisors, LLC77,913$2.55M0.08%-2,87213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,314$2.5M<0.01%+26,20413F-HRTimelineGroup
Castle Rock Wealth Management, LLC73,761$2.42M0.65%+22813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.72,836$2.39M0.01%+24,82913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…71,492$2.34M<0.01%+3,24213F-HRTimeline
UBS Group AGin group UBS Group AG67,085$2.2M<0.01%+17113F-HRTimelineGroup
XML Financial, LLC65,541$2.15M0.2%-63013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP64,045$2.1M<0.01%-18813F-HRTimelineGroup
TFO Wealth Partners, LLC51,121$1.68M0.33%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC46,830$1.53M1.56%+5,10313F-HRTimeline
GTS SECURITIES LLC43,474$1.42M0.06%+7,19613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…39,768$1.3M0.5%+5,00413F-HRTimeline
NewEdge Advisors, LLC39,278$1.29M0.01%+5,79913F-HRTimeline
Fulcrum Equity Management37,363$1.22M1.34%-5,15713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,761$1.17M<0.01%+2,27513F-HRTimelineGroup
World Investment Advisors35,422$1.16M0.03%+16,10213F-HRTimeline
Cetera Investment Advisers34,567$1.13M<0.01%+22,75013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,175$1.12M<0.01%+19,51713F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,442$1.03M<0.01%+9,15513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.27,610$905K0.18%013F-HRTimeline
Glass Jacobson Investment Advisors llc28,977$903K0.3%013F-HRTimeline
Fielder Capital Group LLC27,107$888K0.26%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,499$836K<0.01%+2,69213F-HRTimelineGroup
GUIDANCE CAPITAL, INC25,039$782K0.24%+8,56713F-HRTimeline
Windsor Advisory Group, LLC23,000$754K0.97%013F-HRTimeline
CHOREO, LLC22,542$739K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,821$715K<0.01%+1,51213F-HRTimeline
Wealthfront Advisers LLC20,955$687K<0.01%-8,21113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding20,821$682K+11,905Timeline
Atria Wealth Solutions, Inc.18,651$611K0.01%+11913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC18,648$611K0.13%+2,53913F-HRTimeline
Compound Planning, Inc.18,265$599K0.03%+2,21413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,524$528K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC15,706$515K<0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC14,329$470K0.07%+15213F-HRTimeline
Sowell Financial Services LLC12,938$424K0.02%+25113F-HRTimeline
Per Stirling Capital Management, LLC.12,495$409K0.06%+5,52113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,897$390K0.01%+24813F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC11,649$382K0.08%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,321$371K0.04%013F-HRTimeline
Fermata Advisors, LLC11,081$363K0.07%+65213F-HRTimeline
Keudell/Morrison Wealth Management10,310$338K0.08%-71013F-HRTimeline
Aveo Capital Partners, LLC10,702$334K0.06%+1,08013F-HRTimeline
Dynamic Advisor Solutions LLC10,177$334K0.01%+23113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,169$333K0.02%-1,47013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,918$325K<0.01%+1,79213F-HR/ATimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,500$311K0.03%013F-HRTimelineGroup
Prospera Financial Services Inc8,629$283K0.01%+1,91013F-HRTimeline
MAI Capital Management8,550$280K<0.01%013F-HRTimeline
Smith Anglin Financial, LLC8,262$271K0.03%+1,01313F-HRTimeline
Caliber Wealth Management, LLC / KS8,132$266K0.04%13F-HRTimeline
HighTower Advisors, LLC8,057$264K<0.01%+20313F-HRTimeline
Pointe Capital Management LLC7,990$262K0.15%+5813F-HRTimeline
10Elms LLP7,600$249K0.25%+50013F-HRTimeline
Private Advisor Group, LLC7,248$238K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,231$237K<0.01%new13F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,708$220K0.11%new13F-HRTimelineGroup
Anchor Investment Management, LLC6,643$218K0.02%+1513F-HRTimeline
Bordeaux Wealth Advisors LLC6,439$211K0.04%-2,14713F-HRTimeline
COMERICA BANK5,424$178K<0.01%013F-HRTimeline
IFP Advisors, Inc5,195$170K0.01%+1813F-HRTimeline
AMERIFLEX GROUP, INC.4,181$137K0.06%+2,28113F-HRTimeline
CWM, LLCin group CWM, LLC3,485$114K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC3,130$102K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,434$79.8K<0.01%+47013F-HRTimeline
Geneos Wealth Management Inc.1,776$58.2K<0.01%+1,43613F-HRTimeline
EPG Wealth Management LLC1,684$55.2K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,436$47K<0.01%+1,00013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,030$34K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,009$33.1K<0.01%013F-HRTimelineGroup
Pinnacle Holdings, LLC1,000$32.8K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,000$32.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.796$26.1K<0.01%new13F-HRTimeline
S.A. Mason LLC680$22.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…577$18.9K<0.01%+613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$16.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management490$16.1K<0.01%+513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL475$15.6K<0.01%013F-HRTimeline
Arax Advisory Partners423$13.9K<0.01%new13F-HRTimeline
Allworth Financial LP250$7.87K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC118$3.87K<0.01%new13F-HRTimeline
Bogart Wealth, LLC104$3.39K<0.01%+213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.