EMLP institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding374
Shares held68,886,799
Reported value$3.0bn
Quarter flows24 new, 155 added, 127 trimmed, 37 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY18,073,454$786.2m0.0%
Capital Investment Advisors, LLC4,351,092$189.3m2.5%
Cresset Asset Management, LLC3,008,231$130.9m0.5%
AlTi Global, Inc.2,813,338$122.4m2.5%
LPL Financial LLC2,723,272$118.5m0.0%
BANK OF AMERICA CORP /DE/2,550,741$111.0m0.0%
Glenview Trust Co2,464,673$107.2m1.5%
WELLS FARGO & COMPANY/MN2,398,241$104.3m0.0%
Wealthspire Advisors, LLC2,078,591$90.4m0.5%
Cerity Partners OCIO LLC1,632,808$71.0m3.6%
ROYAL BANK OF CANADA1,410,582$61.4m0.0%
UBS Group AG1,359,266$59.1m0.0%
Rockefeller Capital Management L.P.1,022,028$44.5m0.1%
GLENMEDE TRUST CO NA1,016,293$44.2m0.2%
Welch & Forbes LLC937,533$40.8m0.5%
ALTFEST L J & CO INC933,490$40.6m3.9%
RAYMOND JAMES FINANCIAL INC929,828$40.4m0.0%
Disciplina Capital Management LLC917,917$39.9m4.1%
COMMONWEALTH EQUITY SERVICES, LLC908,936$39.5m0.0%
Mariner, LLC763,564$33.2m0.0%
Lee Financial Co693,567$30.2m3.9%
Cambridge Investment Research Advisors, Inc.516,831$22.5m0.0%
Modern Wealth Management, LLC509,418$22.2m0.3%
Barry Investment Advisors, LLC502,343$21.9m4.6%
KESTRA PRIVATE WEALTH SERVICES, LLC493,559$21.5m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EMLP"). EMLP price history · All 13F data

Get a free API keySee history bundlesDownload free samples