Who owns EMLP (EMLP)
Which tracked institutional funds hold EMLP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EMLP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EMLP is one-sided between 2025-Q4 and 2026-Q1: 126 added or opened and 28 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EMLP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes EMLP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EMLP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 387 tracked filers holding EMLP, 209 increased or opened the position and 146 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EMLP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- FIFTH THIRD BANCORP$7M
- JANE STREET GROUP, LLC$5M
- Independent Advisor Alliance$4M
- CITADEL ADVISORS LLC$3M
- Ascentis Independent Advisors$2M
- GTS SECURITIES LLC$1M
Full exits 16
- Prasad Wealth Partners, LLC$8M
- B. Riley Wealth Advisors, Inc.$7M
- COMERICA BANK$6M
- ArchPoint Investors$3M
- TrueWealth Financial Partners$2M
- ORG Partners LLC$2M
Largest adds
- MORGAN STANLEY$92M
- Cerity Partners OCIO LLC$59M
- Capital Investment Advisors, LLC$28M
- BANK OF AMERICA CORP /DE/$24M
- LPL Financial LLC$21M
- ALTFEST L J & CO INC$20M
Largest trims
- CoreCap Advisors, LLC$3M
- Kestra Advisory Services, LLC$2M
- Cetera Investment Advisers$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$880K
- WCG Wealth Advisors LLC$716K
- FLPUTNAM INVESTMENT MANAGEMENT CO$680K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 18,162,313 | $793M | 26.6% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 4,277,778 | $187M | 6.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 2,806,310 | $123M | 4.1% | 2026-Q1 |
| AlTi Global, Inc. trimmed | 2,806,260 | $123M | 4.1% | 2026-Q1 |
| LPL Financial LLC added | 2,620,632 | $114M | 3.8% | 2026-Q1 |
| Glenview Trust Co trimmed | 2,474,953 | $108M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,397,700 | $105M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,383,147 | $104M | 3.5% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 2,048,764 | $89M | 3.0% | 2026-Q1 |
| Cerity Partners OCIO LLC added | 1,835,297 | $80M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,408,895 | $62M | 2.1% | 2026-Q1 |
| UBS Group AG trimmed | 1,326,900 | $58M | 1.9% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 1,081,366 | $47M | 1.6% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 996,003 | $43M | 1.5% | 2026-Q1 |
| ALTFEST L J & CO INC added | 958,838 | $42M | 1.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 896,914 | $39M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 871,803 | $38M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 868,723 | $38M | 1.3% | 2026-Q1 |
| Disciplina Capital Management LLC trimmed | 858,130 | $37M | 1.3% | 2026-Q1 |
| Mariner, LLC added | 775,906 | $34M | 1.1% | 2026-Q1 |
| Lee Financial Co trimmed | 688,357 | $30M | 1.0% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC trimmed | 637,494 | $28M | 0.9% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 520,866 | $23M | 0.8% | 2026-Q1 |
| Barry Investment Advisors, LLC added | 474,357 | $21M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 445,484 | $19M | 0.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 399,715 | $17M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 343,134 | $15M | 0.5% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 319,084 | $14M | 0.5% | 2026-Q1 |
| Vernal Point Advisors, LLC added | 297,658 | $13M | 0.4% | 2026-Q1 |
| Arkos Global Advisors added | 293,750 | $13M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 275,467 | $12M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 273,034 | $12M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 266,481 | $12M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 262,546 | $11M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 254,031 | $11M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 225,435 | $10M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 219,537 | $10M | 0.3% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 218,601 | $10M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 215,150 | $9M | 0.3% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 212,053 | $9M | 0.3% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. trimmed | 204,572 | $9M | 0.3% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 203,827 | $9M | 0.3% | 2026-Q1 |
| Crusonia Wealth Advisors LLC trimmed | 198,025 | $9M | 0.3% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 198,018 | $9M | 0.3% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. added | 194,571 | $8M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 167,854 | $7M | 0.2% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 165,334 | $7M | 0.2% | 2026-Q1 |
| New Republic Capital, LLC added | 161,621 | $7M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 161,597 | $7M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 159,343 | $7M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 158,179 | $7M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 153,355 | $7M | 0.2% | 2026-Q1 |
| Hobart Private Capital, LLC trimmed | 150,930 | $7M | 0.2% | 2026-Q1 |
| CERTUITY, LLC added | 149,839 | $7M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 146,464 | $6M | 0.2% | 2026-Q1 |
| APPLETON PARTNERS INC/MA added | 128,749 | $6M | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. added | 128,024 | $6M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 125,231 | $5M | 0.2% | 2026-Q1 |
| GenTrust, LLC | 124,269 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 121,498 | $5M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 119,153 | $5M | 0.2% | 2026-Q1 |
| FLAGSTAR ADVISORS INC added | 110,668 | $5M | 0.2% | 2026-Q1 |
| BEACON FINANCIAL GROUP trimmed | 110,052 | $5M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 105,236 | $5M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 105,959 | $5M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 103,922 | $5M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 101,798 | $4M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 98,637 | $4M | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 97,308 | $4M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 96,028 | $4M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 94,373 | $4M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 93,728 | $4M | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 92,860 | $4M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 91,772 | $4M | 0.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 91,380 | $4M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 90,882 | $4M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 87,745 | $4M | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 87,433 | $4M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 82,088 | $4M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 89,691 | $4M | 0.1% | 2026-Q1 |
| Keystone Financial Group, Inc. trimmed | 81,674 | $4M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 80,290 | $4M | 0.1% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 79,677 | $3M | 0.1% | 2026-Q1 |
| &PARTNERS added | 79,456 | $3M | 0.1% | 2026-Q1 |
| Summit Trail Advisors, LLC | 78,067 | $3M | 0.1% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 77,658 | $3M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 76,674 | $3M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 74,246 | $3M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 74,049 | $3M | 0.1% | 2026-Q1 |
| Comprehensive Wealth Management, LLC trimmed | 1,082,526 | $41M | 1.4% | 2025-Q1 stale |
| Glenmede Investment Management, LP added | 1,006,295 | $39M | 1.3% | 2025-Q3 stale |
| Ocean Park Asset Management, LLC | 494,000 | $19M | 0.6% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 403,351 | $15M | 0.5% | 2025-Q2 stale |
| Alpha Omega Group, Inc. trimmed | 283,394 | $11M | 0.4% | 2025-Q1 stale |
| Forefront Wealth Partners, LLC new | 259,434 | $10M | 0.3% | 2025-Q3 stale |
| Prasad Wealth Partners, LLC trimmed | 222,641 | $8M | 0.3% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. added | 178,744 | $7M | 0.2% | 2025-Q4 stale |
| ARVEST INVESTMENTS, INC. trimmed | 168,447 | $6M | 0.2% | 2025-Q3 stale |
| COMERICA BANK added | 169,175 | $6M | 0.2% | 2025-Q4 stale |
| Sandy Spring Bank trimmed | 109,386 | $4M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.