Skip to content

ENFR ALPS ETF TR

Follow

ALERIAN ENERGY (fund)

116 managers (117 13F filers) reported a position in ENFR shares at 2026-03-31, 6,025,925 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
116
13F filers
117
New
19
Added
46
Reduced
31
Sold out
8
Shares held by filers
6,025,925

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC562,151$21.5M0.01%+23,35213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY537,784$20.5M<0.01%+219,55413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN383,453$14.7M<0.01%-34413F-HR/ATimelineGroup
LPL Financial LLC364,318$13.9M<0.01%+48,77613F-HRTimeline
Advisors Asset Management, Inc.243,189$9.29M0.15%+20,90813F-HRTimeline
Gross & Hartman Investments LLC241,518$9.23M4.8%+64,45413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/232,368$8.88M<0.01%+35,51713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC212,302$8.11M<0.01%+12,28313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC184,979$7.07M0.01%-1,93413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC179,948$6.88M0.15%+31,13513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC169,924$6.49M0.01%+81,48413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC149,592$5.72M<0.01%+38,75113F-HR/ATimelineGroup
Safe Harbor Family Capital, LLC148,963$5.69M4.45%+59,23213F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP115,229$4.37M0.8%-3,23013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,651$4M0.01%+64,96013F-HRTimelineGroup
Castle Rock Wealth Management, LLC99,013$3.75M0.81%-3813F-HRTimeline
Private Wealth Advisors, LLC92,645$3.54M1%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,896$3.44M<0.01%+6,06013F-HRTimelineGroup
Cetera Investment Advisers84,964$3.25M<0.01%-5,90913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,761$3.24M<0.01%+31,35913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP77,958$2.98M<0.01%-4,96513F-HRTimelineGroup
UBS Group AGin group UBS Group AG75,895$2.9M<0.01%+13,92013F-HRTimelineGroup
Sanctuary Advisors, LLC69,628$2.66M0.01%-15,95913F-HRTimeline
U.S. Capital Wealth Advisors, LLC69,169$2.64M0.07%-6,11213F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding65,816$2.51M+50,958Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,730$2.45M0.01%-8,36113F-HRTimeline
KPP Advisory Services LLC63,287$2.42M0.35%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC61,939$2.37M1.93%+11,28713F-HRTimeline
Tenzing Financial LLC56,322$2.09M1.57%+1,50613F-HRTimeline
TFO Wealth Partners, LLC51,121$1.95M0.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,355$1.89M<0.01%-2,05913F-HRTimelineGroup
XML Financial, LLC48,146$1.84M0.15%-95013F-HRTimeline
Cambridge Investment Research Advisors,…48,111$1.84M<0.01%+5,68813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC40,290$1.54M0.01%new13F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC38,283$1.46M0.21%+43513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,662$1.4M<0.01%+13,07913F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC36,280$1.39M0.41%-87113F-HRTimeline
Dakota Wealth Management33,728$1.29M0.03%+16,57413F-HR/ATimeline
Beacon Pointe Advisors, LLC33,479$1.28M0.01%+5,37513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.28,654$1.09M0.18%013F-HRTimeline
NewEdge Advisors, LLC28,177$1.08M<0.01%-40013F-HR/ATimeline
Wealthfront Advisers LLC24,855$950K<0.01%-1,07513F-HRTimeline
Astoria Portfolio Advisors LLC.25,643$949K0.2%+4,62713F-HRTimeline
CHOREO, LLC24,807$948K0.01%+2513F-HRTimeline
IHT Wealth Management, LLC23,497$898K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC23,378$893K0.03%+71513F-HRTimeline
Windsor Advisory Group, LLC23,000$879K0.73%-2,65013F-HRTimeline
HighTower Advisors, LLC22,763$870K<0.01%+14,90913F-HRTimeline
Atria Investments, Inc22,210$849K0.01%new13F-HRTimeline
Compound Planning, Inc.21,435$819K0.03%-27713F-HRTimeline
WNY Asset Management, LLC20,003$764K0.08%13F-HRTimeline
Summit Financial, LLC19,505$745K0.01%+56113F-HRTimeline
Greenline Partners, LLC18,522$708K0.08%-25,34413F-HRTimeline
Fielder Capital Group LLC16,313$623K0.14%-4,10313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.15,384$588K<0.01%13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC15,016$574K0.06%-41913F-HRTimeline
CWM, LLCin group CWM, LLC14,938$571K<0.01%+7313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,822$566K<0.01%+12,82213F-HRTimelineGroup
Envision Financial Transparency, LLC14,400$550K0.53%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,828$528K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC13,445$514K<0.01%+3,65913F-HRTimeline
Aspire Capital Advisors LLC13,093$500K0.11%new13F-HRTimeline
Mills Wealth Advisors LLC12,239$468K0.16%new13F-HRTimeline
Prospera Financial Services Inc12,022$459K0.01%-2613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,623$444K<0.01%+3,49713F-HRTimelineGroup
Sowell Financial Services LLC11,192$428K0.02%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,991$420K0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,764$411K<0.01%new13F-HRTimeline
Fermata Advisors, LLC10,690$408K0.09%-3913F-HRTimeline
Glass Jacobson Investment Advisors llc10,501$401K0.14%-2,18213F-HRTimeline
10Elms LLP10,378$397K0.25%+3,07813F-HRTimeline
Rothschild Wealth LLC10,141$387K0.04%new13F-HRTimeline
MAI Capital Management10,102$386K<0.01%-87713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,933$380K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,668$331K<0.01%+4713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,639$330K<0.01%+50413F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,576$328K<0.01%new13F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC8,542$326K0.05%-22613F-HRTimeline
Bulwark Capital Corp8,292$317K0.2%-8,27213F-HRTimeline
MML INVESTORS SERVICES, LLC7,127$272K<0.01%new13F-HRTimeline
Keystone Financial Group, Inc.6,989$267K0.14%+72313F-HRTimeline
Bright Futures Wealth Management, LLC.6,984$267K0.18%new13F-HRTimeline
Keudell/Morrison Wealth Management6,900$264K0.05%-10013F-HRTimeline
Savvy Advisors, Inc.6,615$253K0.01%new13F-HRTimeline
GUIDANCE CAPITAL, INC5,842$227K0.05%-25,78513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,306$207K<0.01%+4,51013F-HRTimelineGroup
IFP Advisors, Inc5,276$202K<0.01%+1913F-HRTimeline
Ashton Thomas Private Wealth, LLC3,738$143K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,600$138K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,417$131K<0.01%+31713F-HRTimelineGroup
Anchor Investment Management, LLC3,371$129K0.01%+3013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,272$127K<0.01%new13F-HR/ATimelineGroup
MCGUIRE CAPITAL ADVISORS INC3,214$123K0.08%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,130$119K0.02%013F-HRTimeline
Allworth Financial LP2,239$85.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,887$72.1K<0.01%+17813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,809$69.1K<0.01%-60413F-HRTimeline
EPG Wealth Management LLC1,684$64.3K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,522$58.2K<0.01%+813F-HRTimeline
Sound Income Strategies, LLC1,227$46K<0.01%-21413F-HRTimeline
Steward Partners Investment Advisory, L…1,200$45.9K<0.01%-57713F-HRTimeline
Capital Advisors, Ltd. LLC1,030$39K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC1,000$38.2K0.02%13F-HRTimeline
Arax Advisory Partners632$24.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.618$23.6K<0.01%-20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management514$19.6K<0.01%+613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC500$19.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL475$18.1K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…456$17.4K<0.01%+10913F-HRTimeline
Triumph Capital Management431$16.5K<0.01%013F-HRTimeline
CX Institutional304$12K<0.01%+313F-HRTimeline
AE Wealth Management LLC308$11.8K<0.01%new13F-HRTimeline
GoalVest Advisory LLC230$8.79K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC118$4.51K<0.01%013F-HRTimeline
Bogart Wealth, LLC109$4.15K<0.01%+213F-HRTimeline
Covestor Ltd23$1K<0.01%new13F-HRTimeline