Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
45 tracked funds added or opened EMLP while 58 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 356 tracked filers holding EMLP, 172 increased or opened the position and 177 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 2026-Q1 and 2026-Q2 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 7
- Xcelsior Advisor Partners LLC$3M
- TOUNJIAN ADVISORY PARTNERS, LLC$2M
- PUFF WEALTH MANAGEMENT, LLC$2M
- Integrated Wealth Concepts LLC$2M
- LeClair Wealth Partners LLC$2M
- Coppell Advisory Solutions LLC$776K
Full exits 30
- Jaffetilchin Investment Partners, LLC$28M
- Arkos Global Advisors$13M
- Cambridge Investment Research Advisors, Inc.$12M
- HighTower Advisors, LLC$7M
- APPLETON PARTNERS INC/MA$6M
- Janney Montgomery Scott LLC$5M
Largest adds
- Cresset Asset Management, LLC$8M
- BANK OF AMERICA CORP /DE/$7M
- DIMENSION CAPITAL MANAGEMENT LLC$7M
- Rockefeller Capital Management L.P.$5M
- LPL Financial LLC$4M
- KESTRA PRIVATE WEALTH SERVICES, LLC$4M
Largest trims
- Strategic Wealth Partners, Ltd.$9M
- Cerity Partners OCIO LLC$9M
- MORGAN STANLEY$7M
- Cetera Investment Advisers$5M
- JANE STREET GROUP, LLC$4M
- GLENMEDE TRUST CO NA$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 18,073,454 | $786M | 28.0% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 4,351,092 | $189M | 6.7% | 2026-Q2 |
| Cresset Asset Management, LLC added | 3,008,231 | $131M | 4.7% | 2026-Q2 |
| AlTi Global, Inc. added | 2,813,338 | $122M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 2,723,272 | $118M | 4.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,550,741 | $111M | 4.0% | 2026-Q2 |
| Glenview Trust Co trimmed | 2,464,673 | $107M | 3.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,398,241 | $104M | 3.7% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 2,078,591 | $90M | 3.2% | 2026-Q2 |
| Cerity Partners OCIO LLC trimmed | 1,632,808 | $71M | 2.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,410,582 | $61M | 2.2% | 2026-Q2 |
| UBS Group AG added | 1,359,266 | $59M | 2.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,022,028 | $44M | 1.6% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 1,016,293 | $44M | 1.6% | 2026-Q2 |
| Welch & Forbes LLC trimmed | 937,533 | $41M | 1.5% | 2026-Q2 |
| ALTFEST L J & CO INC trimmed | 933,490 | $41M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 929,828 | $40M | 1.4% | 2026-Q2 |
| Disciplina Capital Management LLC added | 917,917 | $40M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 908,936 | $40M | 1.4% | 2026-Q2 |
| Mariner, LLC trimmed | 763,564 | $33M | 1.2% | 2026-Q2 |
| Lee Financial Co added | 693,567 | $30M | 1.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 509,418 | $22M | 0.8% | 2026-Q2 |
| Barry Investment Advisors, LLC added | 502,343 | $22M | 0.8% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 493,559 | $21M | 0.8% | 2026-Q2 |
| Vernal Point Advisors, LLC added | 356,136 | $15M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 340,160 | $15M | 0.5% | 2026-Q2 |
| New England Private Wealth Advisors LLC trimmed | 311,610 | $14M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 296,495 | $13M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 280,154 | $12M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 272,058 | $12M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 271,051 | $12M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 254,060 | $11M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 245,139 | $11M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 229,096 | $10M | 0.4% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 217,988 | $9M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 215,208 | $9M | 0.3% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 211,073 | $9M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 201,047 | $9M | 0.3% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 197,600 | $9M | 0.3% | 2026-Q2 |
| Crusonia Wealth Advisors LLC trimmed | 197,288 | $9M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 196,225 | $9M | 0.3% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 195,470 | $9M | 0.3% | 2026-Q2 |
| New Republic Capital, LLC added | 176,687 | $8M | 0.3% | 2026-Q2 |
| CERTUITY, LLC added | 170,353 | $7M | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 166,609 | $7M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 164,255 | $7M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 163,247 | $7M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 161,993 | $7M | 0.3% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC added | 160,702 | $7M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 153,868 | $7M | 0.2% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 147,359 | $6M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 135,841 | $6M | 0.2% | 2026-Q2 |
| &PARTNERS added | 131,176 | $6M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 129,001 | $6M | 0.2% | 2026-Q2 |
| GenTrust, LLC | 124,269 | $5M | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 121,932 | $5M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 120,778 | $5M | 0.2% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 113,846 | $5M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 107,171 | $5M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 107,097 | $5M | 0.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 106,888 | $5M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 105,887 | $5M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP | 101,798 | $4M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 100,358 | $4M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 95,042 | $4M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 93,481 | $4M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 93,200 | $4M | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 91,203 | $4M | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 91,081 | $4M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 88,361 | $4M | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 87,280 | $4M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 82,416 | $4M | 0.1% | 2026-Q2 |
| Keystone Financial Group, Inc. added | 82,314 | $4M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 81,924 | $4M | 0.1% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 80,812 | $4M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 80,506 | $4M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 77,615 | $3M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 77,548 | $3M | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 77,189 | $3M | 0.1% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 76,740 | $3M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 75,539 | $3M | 0.1% | 2026-Q2 |
| Crumly & Associates Inc. | 72,836 | $3M | 0.1% | 2026-Q2 |
| Xcelsior Advisor Partners LLC new | 72,032 | $3M | 0.1% | 2026-Q2 |
| True Blue Financial, LLC added | 70,943 | $3M | 0.1% | 2026-Q2 |
| Windsor Advisory Group, LLC | 67,787 | $3M | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 64,191 | $3M | 0.1% | 2026-Q2 |
| Savant Capital, LLC | 62,975 | $3M | 0.1% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc trimmed | 61,507 | $3M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 61,076 | $3M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 60,204 | $3M | 0.1% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 58,368 | $3M | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 57,963 | $3M | 0.1% | 2026-Q2 |
| FOCUSED ALPHA, LLC added | 55,496 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 53,744 | $2M | 0.1% | 2026-Q2 |
| Auour Investments LLC added | 53,279 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 52,593 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 51,286 | $2M | 0.1% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 49,262 | $2M | 0.1% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC trimmed | 48,950 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 48,319 | $2M | 0.1% | 2026-Q2 |
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.