EMLP

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$43.92

-0.38 (-0.86%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding EMLP · 2026-Q1 methodology → sources →

385 holders

% of shares outstanding held

—

Shares held (13F)

68,909,864

Reporting holders

385

Top holders

largest 100 of 385 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	18,162,31318.2M	$793M	—	—
2	Capital Investment Advisors, LLC	4,277,7784.3M	$187M	—	ADD 2%
3	Cresset Asset Management, LLC	2,806,3102.8M	$123M	—	ADD 3%
4	AlTi Global, Inc.	2,806,2602.8M	$123M	—	TRIM -2%
5	LPL Financial LLC	2,620,6322.6M	$114M	—	ADD 6%
6	Glenview Trust Co	2,474,9532.5M	$108M	—	—
7	WELLS FARGO & COMPANY/MN	2,397,7002.4M	$105M	—	ADD 2%
8	BANK OF AMERICA CORP /DE/	2,383,1472.4M	$104M	—	ADD 12%
9	Wealthspire Advisors, LLC	2,048,7642.0M	$89M	—	TRIM -5%
10	Cerity Partners OCIO LLC	1,835,2971.8M	$80M	—	ADD 228%
11	ROYAL BANK OF CANADA	1,408,8951.4M	$62M	—	TRIM -6%
12	UBS Group AG	1,326,9001.3M	$58M	—	—
13	GLENMEDE TRUST CO NA	1,081,3661.1M	$47M	—	ADD 2%
14	Welch & Forbes LLC	996,003996,003	$43M	—	TRIM -4%
15	ALTFEST L J & CO INC	958,838958,838	$42M	—	ADD 68%
16	Rockefeller Capital Management L.P.	896,914896,914	$39M	—	TRIM -7%
17	COMMONWEALTH EQUITY SERVICES, LLC	871,803871,803	$38M	—	ADD 8%
18	RAYMOND JAMES FINANCIAL INC	868,723868,723	$38M	—	ADD 11%
19	Disciplina Capital Management LLC	858,130858,130	$37M	—	TRIM -8%
20	Mariner, LLC	775,906775,906	$34M	—	ADD 4%
21	Lee Financial Co	688,357688,357	$30M	—	TRIM -3%
22	Jaffetilchin Investment Partners, LLC	637,494637,494	$28M	—	—
23	Modern Wealth Management, LLC	520,866520,866	$23M	—	TRIM -3%
24	Barry Investment Advisors, LLC	474,357474,357	$21M	—	ADD 3%
25	Cetera Investment Advisers	445,484445,484	$19M	—	TRIM -21%
26	KESTRA PRIVATE WEALTH SERVICES, LLC	399,715399,715	$17M	—	ADD 4%
27	ENVESTNET ASSET MANAGEMENT INC	343,134343,134	$15M	—	TRIM -13%
28	New England Private Wealth Advisors LLC	319,084319,084	$14M	—	ADD 3%
29	Vernal Point Advisors, LLC	297,658297,658	$13M	—	ADD 14%
30	Arkos Global Advisors	293,750293,750	$13M	—	ADD 2%
31	Cambridge Investment Research Advisors, Inc.	275,467275,467	$12M	—	ADD 25%
32	JPMORGAN CHASE & CO	273,034273,034	$12M	—	—
33	AMERIPRISE FINANCIAL INC	266,481266,481	$12M	—	ADD 51%
34	OSAIC HOLDINGS, INC.	262,546262,546	$11M	—	TRIM -2%
35	STIFEL FINANCIAL CORP	254,031254,031	$11M	—	TRIM -9%
36	Kestra Advisory Services, LLC	225,435225,435	$10M	—	TRIM -29%
37	Beacon Pointe Advisors, LLC	219,537219,537	$10M	—	ADD 10%
38	Strategic Wealth Partners, Ltd.	218,601218,601	$10M	—	ADD 7%
39	Private Advisor Group, LLC	215,150215,150	$9M	—	—
40	PARK NATIONAL CORP /OH/	212,053212,053	$9M	—	ADD 2%
41	Nvest Wealth Strategies, Inc.	204,572204,572	$9M	—	TRIM -6%
42	UMB Bank, n.a.	203,827203,827	$9M	—	TRIM -17%
43	Crusonia Wealth Advisors LLC	198,025198,025	$9M	—	—
44	Ashton Thomas Private Wealth, LLC	198,018198,018	$9M	—	TRIM -2%
45	Pinnacle Wealth Planning Services, Inc.	194,571194,571	$8M	—	ADD 2%
46	HighTower Advisors, LLC	167,854167,854	$7M	—	TRIM -4%
47	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	165,334165,334	$7M	—	TRIM -16%
48	New Republic Capital, LLC	161,621161,621	$7M	—	ADD 18%
49	IHT Wealth Management, LLC	161,597161,597	$7M	—	TRIM -11%
50	FIFTH THIRD BANCORP	159,343159,343	$7M	—	NEW
51	JONES FINANCIAL COMPANIES LLLP	158,179158,179	$7M	—	ADD 46%
52	MML INVESTORS SERVICES, LLC	153,355153,355	$7M	—	TRIM -6%
53	Hobart Private Capital, LLC	150,930150,930	$7M	—	TRIM -13%
54	CERTUITY, LLC	149,839149,839	$7M	—	ADD 193%
55	CAPTRUST FINANCIAL ADVISORS	146,464146,464	$6M	—	—
56	APPLETON PARTNERS INC/MA	128,749128,749	$6M	—	—
57	Focus Financial Network, Inc.	128,024128,024	$6M	—	ADD 7%
58	Prime Capital Investment Advisors, LLC	125,231125,231	$5M	—	ADD 3%
59	GenTrust, LLC	124,269124,269	$5M	—	—
60	JANE STREET GROUP, LLC	121,498121,498	$5M	—	NEW
61	HBW ADVISORY SERVICES LLC	119,153119,153	$5M	—	—
62	FLAGSTAR ADVISORS INC	110,668110,668	$5M	—	ADD 3%
63	BEACON FINANCIAL GROUP	110,052110,052	$5M	—	TRIM -4%
64	D.A. DAVIDSON & CO.	105,236105,236	$5M	—	ADD 15%
65	Chicago Partners Investment Group LLC	105,959105,959	$5M	—	—
66	Janney Montgomery Scott LLC	103,922103,922	$5M	—	ADD 2%
67	Corient Private Wealth LLC	101,798101,798	$4M	—	TRIM -66%
68	Independent Advisor Alliance	98,63798,637	$4M	—	NEW
69	DAYMARK WEALTH PARTNERS, LLC	97,30897,308	$4M	—	TRIM -2%
70	Kingsview Wealth Management, LLC	96,02896,028	$4M	—	ADD 5%
71	MERCER GLOBAL ADVISORS INC /ADV	94,37394,373	$4M	—	ADD 38%
72	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	93,72893,728	$4M	—	ADD 17%
73	Atlantic Union Bankshares Corp	92,86092,860	$4M	—	TRIM -5%
74	Arkadios Wealth Advisors	91,77291,772	$4M	—	ADD 60%
75	Proactive Wealth Strategies LLC	91,38091,380	$4M	—	ADD 97%
76	BENJAMIN EDWARDS INC	90,88290,882	$4M	—	—
77	Mutual Advisors, LLC	87,74587,745	$4M	—	ADD 31%
78	Snowden Capital Advisors LLC	87,43387,433	$4M	—	—
79	Baird Financial Group, Inc.	82,08882,088	$4M	—	TRIM -10%
80	Equitable Holdings, Inc.	89,69189,691	$4M	—	ADD 84%
81	Keystone Financial Group, Inc.	81,67481,674	$4M	—	—
82	Sanctuary Advisors, LLC	80,29080,290	$4M	—	ADD 9%
83	ARQ WEALTH ADVISORS, LLC	79,67779,677	$3M	—	ADD 3%
84	&PARTNERS	79,45679,456	$3M	—	—
85	Summit Trail Advisors, LLC	78,06778,067	$3M	—	—
86	Prosperity Consulting Group, LLC	77,65877,658	$3M	—	ADD 4%
87	Orion Porfolio Solutions, LLC	76,67476,674	$3M	—	TRIM -3%
88	Qube Research & Technologies Ltd	74,24674,246	$3M	—	ADD 89%
89	Prospera Financial Services Inc	74,04974,049	$3M	—	TRIM -5%
90	LEVEL FOUR ADVISORY SERVICES, LLC	73,49673,496	$3M	—	ADD 423%
91	Continuum Advisory, LLC	73,19473,194	$3M	—	—
92	Crumly & Associates Inc.	72,83672,836	$3M	—	—
93	Landmark Wealth Management, LLC	71,84271,842	$3M	—	ADD 13%
94	FLPUTNAM INVESTMENT MANAGEMENT CO	69,88269,882	$3M	—	TRIM -29%
95	HARBOUR INVESTMENTS, INC.	69,53069,530	$3M	—	ADD 5%
96	Windsor Advisory Group, LLC	67,78767,787	$3M	—	ADD 94%
97	CITADEL ADVISORS LLC	64,00664,006	$3M	—	NEW
98	Savant Capital, LLC	62,97562,975	$3M	—	—
99	Glass Jacobson Investment Advisors llc	61,81161,811	$3M	—	TRIM -3%
100	True Blue Financial, LLC	59,54259,542	$3M	—	TRIM -8%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

16.4M

17.3M

17.9M

18.5M

18.2M

$793M

Capital Investment Advisors, LLC

3.7M

3.8M

4.0M

4.2M

4.3M

$187M

Cresset Asset Management, LLC

2.2M

2.3M

2.4M

2.7M

2.8M

$123M

AlTi Global, Inc.

3.3M

3.0M

2.9M

2.8M

$123M

LPL Financial LLC

2.0M

2.2M

2.3M

2.5M

2.6M

$114M

Glenview Trust Co

2.5M

2.6M

2.5M

$108M

WELLS FARGO & COMPANY/MN

2.2M

2.3M

2.4M

$105M

BANK OF AMERICA CORP /DE/

1.7M

1.9M

2.1M

2.4M

$104M

Wealthspire Advisors, LLC

2.0M

2.1M

2.2M

2.0M

$89M

Cerity Partners OCIO LLC

1.3M

1.9M

560K

1.8M

$80M

ROYAL BANK OF CANADA

1.3M

1.5M

3.0M

1.5M

1.4M

$62M

UBS Group AG

1.5M

1.4M

1.3M

$58M

GLENMEDE TRUST CO NA

1.0M

—

1.1M

$47M

Welch & Forbes LLC

1.1M

1.0M

996K

$43M

ALTFEST L J & CO INC

963K

956K

926K

582K

572K

959K

$42M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	385	68,909,864	—	$3.0B
2025-Q4	374	67,630,132	—	$2.6B
2025-Q3	360	67,730,964	—	$2.6B
2025-Q2	369	69,189,951	—	$2.6B
2025-Q1	346	66,101,818	—	$2.5B
2024-Q4	342	63,642,764

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding EMLP · 2026-Q1 methodology → sources →

385 holders

% of shares outstanding held

—

Shares held (13F)

68,909,864

Reporting holders

385

Top holders

largest 100 of 385 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	18,162,31318.2M	$793M	—	—
2	Capital Investment Advisors, LLC	4,277,7784.3M	$187M	—	ADD 2%
3	Cresset Asset Management, LLC	2,806,3102.8M	$123M	—	ADD 3%
4	AlTi Global, Inc.	2,806,2602.8M	$123M	—	TRIM -2%
5	LPL Financial LLC	2,620,6322.6M	$114M	—	ADD 6%
6	Glenview Trust Co	2,474,9532.5M	$108M	—	—
7	WELLS FARGO & COMPANY/MN	2,397,7002.4M	$105M	—	ADD 2%
8	BANK OF AMERICA CORP /DE/	2,383,1472.4M	$104M	—	ADD 12%
9	Wealthspire Advisors, LLC	2,048,7642.0M	$89M	—	TRIM -5%
10	Cerity Partners OCIO LLC	1,835,2971.8M	$80M	—	ADD 228%
11	ROYAL BANK OF CANADA	1,408,8951.4M	$62M	—	TRIM -6%
12	UBS Group AG	1,326,9001.3M	$58M	—	—
13	GLENMEDE TRUST CO NA	1,081,3661.1M	$47M	—	ADD 2%
14	Welch & Forbes LLC	996,003996,003	$43M	—	TRIM -4%
15	ALTFEST L J & CO INC	958,838958,838	$42M	—	ADD 68%
16	Rockefeller Capital Management L.P.	896,914896,914	$39M	—	TRIM -7%
17	COMMONWEALTH EQUITY SERVICES, LLC	871,803871,803	$38M	—	ADD 8%
18	RAYMOND JAMES FINANCIAL INC	868,723868,723	$38M	—	ADD 11%
19	Disciplina Capital Management LLC	858,130858,130	$37M	—	TRIM -8%
20	Mariner, LLC	775,906775,906	$34M	—	ADD 4%
21	Lee Financial Co	688,357688,357	$30M	—	TRIM -3%
22	Jaffetilchin Investment Partners, LLC	637,494637,494	$28M	—	—
23	Modern Wealth Management, LLC	520,866520,866	$23M	—	TRIM -3%
24	Barry Investment Advisors, LLC	474,357474,357	$21M	—	ADD 3%
25	Cetera Investment Advisers	445,484445,484	$19M	—	TRIM -21%
26	KESTRA PRIVATE WEALTH SERVICES, LLC	399,715399,715	$17M	—	ADD 4%
27	ENVESTNET ASSET MANAGEMENT INC	343,134343,134	$15M	—	TRIM -13%
28	New England Private Wealth Advisors LLC	319,084319,084	$14M	—	ADD 3%
29	Vernal Point Advisors, LLC	297,658297,658	$13M	—	ADD 14%
30	Arkos Global Advisors	293,750293,750	$13M	—	ADD 2%
31	Cambridge Investment Research Advisors, Inc.	275,467275,467	$12M	—	ADD 25%
32	JPMORGAN CHASE & CO	273,034273,034	$12M	—	—
33	AMERIPRISE FINANCIAL INC	266,481266,481	$12M	—	ADD 51%
34	OSAIC HOLDINGS, INC.	262,546262,546	$11M	—	TRIM -2%
35	STIFEL FINANCIAL CORP	254,031254,031	$11M	—	TRIM -9%
36	Kestra Advisory Services, LLC	225,435225,435	$10M	—	TRIM -29%
37	Beacon Pointe Advisors, LLC	219,537219,537	$10M	—	ADD 10%
38	Strategic Wealth Partners, Ltd.	218,601218,601	$10M	—	ADD 7%
39	Private Advisor Group, LLC	215,150215,150	$9M	—	—
40	PARK NATIONAL CORP /OH/	212,053212,053	$9M	—	ADD 2%
41	Nvest Wealth Strategies, Inc.	204,572204,572	$9M	—	TRIM -6%
42	UMB Bank, n.a.	203,827203,827	$9M	—	TRIM -17%
43	Crusonia Wealth Advisors LLC	198,025198,025	$9M	—	—
44	Ashton Thomas Private Wealth, LLC	198,018198,018	$9M	—	TRIM -2%
45	Pinnacle Wealth Planning Services, Inc.	194,571194,571	$8M	—	ADD 2%
46	HighTower Advisors, LLC	167,854167,854	$7M	—	TRIM -4%
47	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	165,334165,334	$7M	—	TRIM -16%
48	New Republic Capital, LLC	161,621161,621	$7M	—	ADD 18%
49	IHT Wealth Management, LLC	161,597161,597	$7M	—	TRIM -11%
50	FIFTH THIRD BANCORP	159,343159,343	$7M	—	NEW
51	JONES FINANCIAL COMPANIES LLLP	158,179158,179	$7M	—	ADD 46%
52	MML INVESTORS SERVICES, LLC	153,355153,355	$7M	—	TRIM -6%
53	Hobart Private Capital, LLC	150,930150,930	$7M	—	TRIM -13%
54	CERTUITY, LLC	149,839149,839	$7M	—	ADD 193%
55	CAPTRUST FINANCIAL ADVISORS	146,464146,464	$6M	—	—
56	APPLETON PARTNERS INC/MA	128,749128,749	$6M	—	—
57	Focus Financial Network, Inc.	128,024128,024	$6M	—	ADD 7%
58	Prime Capital Investment Advisors, LLC	125,231125,231	$5M	—	ADD 3%
59	GenTrust, LLC	124,269124,269	$5M	—	—
60	JANE STREET GROUP, LLC	121,498121,498	$5M	—	NEW
61	HBW ADVISORY SERVICES LLC	119,153119,153	$5M	—	—
62	FLAGSTAR ADVISORS INC	110,668110,668	$5M	—	ADD 3%
63	BEACON FINANCIAL GROUP	110,052110,052	$5M	—	TRIM -4%
64	D.A. DAVIDSON & CO.	105,236105,236	$5M	—	ADD 15%
65	Chicago Partners Investment Group LLC	105,959105,959	$5M	—	—
66	Janney Montgomery Scott LLC	103,922103,922	$5M	—	ADD 2%
67	Corient Private Wealth LLC	101,798101,798	$4M	—	TRIM -66%
68	Independent Advisor Alliance	98,63798,637	$4M	—	NEW
69	DAYMARK WEALTH PARTNERS, LLC	97,30897,308	$4M	—	TRIM -2%
70	Kingsview Wealth Management, LLC	96,02896,028	$4M	—	ADD 5%
71	MERCER GLOBAL ADVISORS INC /ADV	94,37394,373	$4M	—	ADD 38%
72	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	93,72893,728	$4M	—	ADD 17%
73	Atlantic Union Bankshares Corp	92,86092,860	$4M	—	TRIM -5%
74	Arkadios Wealth Advisors	91,77291,772	$4M	—	ADD 60%
75	Proactive Wealth Strategies LLC	91,38091,380	$4M	—	ADD 97%
76	BENJAMIN EDWARDS INC	90,88290,882	$4M	—	—
77	Mutual Advisors, LLC	87,74587,745	$4M	—	ADD 31%
78	Snowden Capital Advisors LLC	87,43387,433	$4M	—	—
79	Baird Financial Group, Inc.	82,08882,088	$4M	—	TRIM -10%
80	Equitable Holdings, Inc.	89,69189,691	$4M	—	ADD 84%
81	Keystone Financial Group, Inc.	81,67481,674	$4M	—	—
82	Sanctuary Advisors, LLC	80,29080,290	$4M	—	ADD 9%
83	ARQ WEALTH ADVISORS, LLC	79,67779,677	$3M	—	ADD 3%
84	&PARTNERS	79,45679,456	$3M	—	—
85	Summit Trail Advisors, LLC	78,06778,067	$3M	—	—
86	Prosperity Consulting Group, LLC	77,65877,658	$3M	—	ADD 4%
87	Orion Porfolio Solutions, LLC	76,67476,674	$3M	—	TRIM -3%
88	Qube Research & Technologies Ltd	74,24674,246	$3M	—	ADD 89%
89	Prospera Financial Services Inc	74,04974,049	$3M	—	TRIM -5%
90	LEVEL FOUR ADVISORY SERVICES, LLC	73,49673,496	$3M	—	ADD 423%
91	Continuum Advisory, LLC	73,19473,194	$3M	—	—
92	Crumly & Associates Inc.	72,83672,836	$3M	—	—
93	Landmark Wealth Management, LLC	71,84271,842	$3M	—	ADD 13%
94	FLPUTNAM INVESTMENT MANAGEMENT CO	69,88269,882	$3M	—	TRIM -29%
95	HARBOUR INVESTMENTS, INC.	69,53069,530	$3M	—	ADD 5%
96	Windsor Advisory Group, LLC	67,78767,787	$3M	—	ADD 94%
97	CITADEL ADVISORS LLC	64,00664,006	$3M	—	NEW
98	Savant Capital, LLC	62,97562,975	$3M	—	—
99	Glass Jacobson Investment Advisors llc	61,81161,811	$3M	—	TRIM -3%
100	True Blue Financial, LLC	59,54259,542	$3M	—	TRIM -8%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

16.4M

17.3M

17.9M

18.5M

18.2M

$793M

Capital Investment Advisors, LLC

3.7M

3.8M

4.0M

4.2M

4.3M

$187M

Cresset Asset Management, LLC

2.2M

2.3M

2.4M

2.7M

2.8M

$123M

AlTi Global, Inc.

3.3M

3.0M

2.9M

2.8M

$123M

LPL Financial LLC

2.0M

2.2M

2.3M

2.5M

2.6M

$114M

Glenview Trust Co

2.5M

2.6M

2.5M

$108M

WELLS FARGO & COMPANY/MN

2.2M

2.3M

2.4M

$105M

BANK OF AMERICA CORP /DE/

1.7M

1.9M

2.1M

2.4M

$104M

Wealthspire Advisors, LLC

2.0M

2.1M

2.2M

2.0M

$89M

Cerity Partners OCIO LLC

1.3M

1.9M

560K

1.8M

$80M

ROYAL BANK OF CANADA

1.3M

1.5M

3.0M

1.5M

1.4M

$62M

UBS Group AG

1.5M

1.4M

1.3M

$58M

GLENMEDE TRUST CO NA

1.0M

—

1.1M

$47M

Welch & Forbes LLC

1.1M

1.0M

996K

$43M

ALTFEST L J & CO INC

963K

956K

926K

582K

572K

959K

$42M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	385	68,909,864	—	$3.0B
2025-Q4	374	67,630,132	—	$2.6B
2025-Q3	360	67,730,964	—	$2.6B
2025-Q2	369	69,189,951	—	$2.6B
2025-Q1	346	66,101,818	—	$2.5B
2024-Q4	342	63,642,764

Short interest has its own tab now — open SI →

EMLP☆

Institutional ownership· 13F filers holding EMLP · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding EMLP · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

EMLP