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Disclosery

ENFR ALPS ETF TR

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ALERIAN ENERGY (fund)

105 managers (105 13F filers) reported a position in ENFR shares at 2025-12-31, 5,399,347 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
105
13F filers
105
New
16
Added
38
Reduced
30
Sold out
13
Shares held by filers
5,399,347

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC538,799$16.9M0.01%+88,13513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN383,797$12.1M<0.01%+12,44113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY318,230$10M<0.01%-2,53913F-HR/ATimelineGroup
LPL Financial LLC315,542$9.93M<0.01%-51,73813F-HRTimeline
Advisors Asset Management, Inc.222,281$6.99M0.12%+14,85213F-HR/ATimeline
MILLER HOWARD INVESTMENTS INC /NY217,385$6.84M0.21%-66413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC200,019$6.29M<0.01%new13F-HR/ATimelineGroup
WT Wealth Management199,315$6.27M1.8%+8,77813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/196,851$6.19M<0.01%+12,18913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC186,913$5.88M0.01%-1,92913F-HRTimelineGroup
Gross & Hartman Investments LLC177,064$5.57M3.17%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC148,813$4.68M0.1%+85,01113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP118,459$3.76M0.65%-17,80113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC110,841$3.49M<0.01%-32,14213F-HRTimelineGroup
Castle Rock Wealth Management, LLC99,051$3.36M0.73%-1,31813F-HRTimeline
Cetera Investment Advisers90,873$2.86M<0.01%-18,34913F-HRTimeline
Safe Harbor Family Capital, LLC89,731$2.82M2.48%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,440$2.78M<0.01%+70,96613F-HRTimelineGroup
Sanctuary Advisors, LLC85,587$2.69M0.01%-43,45713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,836$2.64M<0.01%+21,06513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP82,923$2.61M<0.01%-2,94013F-HR/ATimelineGroup
U.S. Capital Wealth Advisors, LLC75,281$2.37M0.06%-2,03013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,091$2.25M<0.01%+3,55913F-HRTimeline
UBS Group AGin group UBS Group AG61,975$1.95M<0.01%+7,67013F-HRTimelineGroup
Tenzing Financial LLC54,816$1.72M1.4%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,402$1.68M<0.01%-4,36213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,414$1.62M<0.01%new13F-HRTimelineGroup
TFO Wealth Partners, LLC51,121$1.61M0.24%013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC50,652$1.59M1.27%-30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,007$1.57M<0.01%new13F-HRTimelineGroup
XML Financial, LLC49,096$1.54M0.13%-13,17013F-HRTimeline
Greenline Partners, LLC43,866$1.38M0.16%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…43,788$1.38M0.41%+11313F-HRTimeline
Cambridge Investment Research Advisors,…42,423$1.33M<0.01%+2,28413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,691$1.25M<0.01%-2,20613F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC37,848$1.19M0.17%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC37,151$1.17M0.35%-6,45013F-HRTimeline
GUIDANCE CAPITAL, INC31,627$1.04M0.25%+6,02813F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.28,654$901K0.15%-35013F-HRTimeline
NewEdge Advisors, LLC28,577$899K<0.01%+2,74213F-HRTimeline
Beacon Pointe Advisors, LLC28,104$884K0.01%+6,22113F-HRTimeline
Wealthfront Advisers LLC25,930$816K<0.01%+6,99013F-HRTimeline
Windsor Advisory Group, LLC25,650$807K0.72%+2,65013F-HRTimeline
CHOREO, LLC24,782$783K0.01%+20913F-HRTimeline
Astoria Portfolio Advisors LLC.21,016$763K0.17%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,583$742K<0.01%+18713F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC22,663$713K0.02%-59013F-HRTimeline
Compound Planning, Inc.21,712$683K0.02%+99613F-HRTimeline
Fielder Capital Group LLC20,416$642K0.14%013F-HRTimeline
Summit Financial, LLC18,944$596K0.01%-12,99213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,524$583K<0.01%013F-HRTimelineGroup
Dakota Wealth Management17,154$540K0.01%new13F-HR/ATimeline
Bulwark Capital Corp16,564$521K0.37%+8,70813F-HRTimeline
Onyx Bridge Wealth Group LLC15,435$486K0.05%+1,23813F-HRTimeline
CWM, LLCin group CWM, LLC14,865$468K<0.01%+19913F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC14,858$467K0.18%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc12,683$399K0.14%-6,73613F-HRTimeline
COMERICA BANK12,653$398K<0.01%+7,22913F-HRTimeline
Prospera Financial Services Inc12,048$379K0.01%+4,50013F-HRTimeline
Sowell Financial Services LLC11,192$352K0.01%-1,32813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,086$349K0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC10,991$346K0.02%-33013F-HRTimeline
MAI Capital Management10,979$345K<0.01%-60813F-HRTimeline
Fermata Advisors, LLC10,729$337K0.08%-2513F-HRTimeline
Private Advisor Group, LLC9,786$308K<0.01%+1,70813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC8,768$276K0.04%-84613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,621$271K<0.01%-1,76813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,126$256K<0.01%-15713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,135$256K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC7,854$247K<0.01%013F-HRTimeline
10Elms LLP7,300$230K0.21%-50013F-HRTimeline
Keudell/Morrison Wealth Management7,000$220K0.05%13F-HRTimeline
Keystone Financial Group, Inc.6,266$197K0.1%+5,05913F-HRTimeline
IFP Advisors, Inc5,257$165K<0.01%+2113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,600$113K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC3,341$105K0.01%+1013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,214$101K0.06%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,130$98K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,100$97.5K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,413$75.9K<0.01%-2113F-HRTimeline
Allworth Financial LP2,239$70.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,000$62.9K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,777$55.9K<0.01%013F-HRTimeline
MGB Wealth Management, LLC1,750$55K0.02%+75013F-HRTimeline
FMR LLCin group FMR LLC1,709$53.7K<0.01%+27113F-HRTimelineGroup
EPG Wealth Management LLC1,684$53K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,514$47.6K<0.01%+913F-HRTimeline
Sound Income Strategies, LLC1,441$46.6K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC1,030$32K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.818$25.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP796$25K<0.01%+40613F-HRTimelineGroup
Arax Advisory Partners632$19.9K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC600$18.9K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management508$16K<0.01%+613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC500$15.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL475$14.9K<0.01%013F-HRTimeline
Triumph Capital Management431$13.6K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…347$10.9K<0.01%+29713F-HRTimeline
IFC & Insurance Marketing, Inc.314$10K0.01%13F-HRTimeline
CX Institutional301$9K<0.01%+413F-HRTimeline
GoalVest Advisory LLC230$7.24K<0.01%013F-HRTimeline
Global Retirement Partners, LLC224$7.05K<0.01%+2413F-HRTimeline
WOLFF WIESE MAGANA LLC118$3.71K<0.01%013F-HRTimeline
Bogart Wealth, LLC107$3.38K<0.01%+113F-HRTimeline
Blue Trust, Inc.100$3.15K<0.01%-1513F-HRTimeline