FIRST TRUST NORTH AMERICAN E EMLP
$43.70
+1.3% 52w: $36.20 – $44.41
Latest 13F among current holders filed 6 days ago (Aug 27, 2026)
Price — last 12 months
research preview data36.2040.3144.41
Aug 18, 2025 Jul 2, 2026
Institutional holders
387
+14 QoQ
13F value
$3.01B
+17.7% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$398K calls / — puts
Institutional value by quarter
Number of holders
Who owns EMLP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 18.2M | $793.0M | 0.0% | -1.9% |
| Capital Investment Advisors, LLC | Wealth advisor | 4.3M | $186.8M | 2.7% | +2.1% |
| Cresset Asset Management, LLC | Wealth advisor | 2.8M | $122.5M | 0.5% | +3.5% |
| AlTi Global, Inc. | Wealth advisor | 2.8M | $122.5M | 2.7% | -2.2% |
| LPL Financial LLC | Bank broker | 2.6M | $114.4M | 0.0% | +6.2% |
| Glenview Trust Co | Other | 2.5M | $108.1M | 1.7% | -0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.4M | $104.7M | 0.0% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $104.0M | 0.0% | +12.0% |
| Wealthspire Advisors, LLC | Wealth advisor | 2.0M | $89.4M | 0.7% | -5.4% |
| Cerity Partners OCIO LLC | Wealth advisor | 1.8M | $80.1M | — | +227.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $61.5M | 0.0% | -5.6% |
| UBS Group AG | Bank broker | 1.3M | $57.9M | 0.0% | -1.7% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 1.1M | $47.2M | 0.2% | +2.5% |
| Welch & Forbes LLC | Other | 996.0K | $43.5M | 0.6% | -4.3% |
| ALTFEST L J & CO INC | Wealth advisor | 958.8K | $41.9M | 4.5% | +67.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 896.9K | $39.2M | 0.1% | -7.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 871.8K | $38.1M | 0.1% | +8.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 868.7K | $37.9M | 0.0% | +10.6% |
| Disciplina Capital Management LLC | Wealth advisor | 858.1K | $37.5M | — | -7.9% |
| Mariner, LLC | Diversified mechanical | 775.9K | $33.9M | 0.0% | +3.5% |
| Lee Financial Co | Wealth advisor | 688.4K | $30.1M | 4.2% | -2.7% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 637.5K | $27.8M | 1.7% | -0.8% |
| Modern Wealth Management, LLC | Wealth advisor | 520.9K | $22.7M | 0.4% | -2.5% |
| Barry Investment Advisors, LLC | Wealth advisor | 474.4K | $20.7M | — | +2.6% |
| Cetera Investment Advisers | Wealth advisor | 445.5K | $19.4M | 0.0% | -20.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 399.7K | $17.5M | 0.2% | +3.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 343.1K | $15.0M | 0.0% | -12.5% |
| New England Private Wealth Advisors LLC | Wealth advisor | 319.1K | $13.9M | 1.6% | +2.9% |
| Vernal Point Advisors, LLC | Wealth advisor | 297.7K | $13.0M | 5.3% | +14.5% |
| Arkos Global Advisors | Wealth advisor | 293.8K | $12.8M | 1.6% | +2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 275.5K | $12.0M | 0.0% | +25.2% |
| JPMORGAN CHASE & CO | Bank broker | 273.0K | $12.0M | 0.0% | -1.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 266.5K | $11.6M | 0.0% | +51.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 262.5K | $11.5M | 0.0% | -2.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 254.0K | $11.1M | 0.0% | -9.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 225.4K | $9.8M | 0.0% | -29.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 219.5K | $9.6M | 0.1% | +9.6% |
| Strategic Wealth Partners, Ltd. | Other | 218.6K | $9.5M | 0.7% | +6.9% |
| Private Advisor Group, LLC | Wealth advisor | 215.2K | $9.4M | 0.0% | -1.4% |
| PARK NATIONAL CORP /OH/ | Other | 212.1K | $9.3M | 0.3% | +2.2% |
| Nvest Wealth Strategies, Inc. | Wealth advisor | 204.6K | $8.9M | — | -6.4% |
| UMB Bank, n.a. | Diversified mechanical | 203.8K | $8.9M | 0.1% | -16.7% |
| Crusonia Wealth Advisors LLC | Wealth advisor | 198.0K | $8.6M | 1.8% | -0.3% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 198.0K | $8.6M | 0.2% | -2.0% |
| Pinnacle Wealth Planning Services, Inc. | Other | 194.6K | $8.5M | 0.9% | +2.2% |
| HighTower Advisors, LLC | Diversified mechanical | 167.9K | $7.3M | 0.0% | -3.6% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC ★2 | Fundamental diversified | 165.3K | $7.2M | 0.4% | -15.6% |
| New Republic Capital, LLC | Other | 161.6K | $7.1M | 2.4% | +17.9% |
| IHT Wealth Management, LLC | Wealth advisor | 161.6K | $7.1M | — | -11.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 159.3K | $7.0M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.