EMLP Institutional Ownership & Shareholders
FIRST TRUST NORTH AMERICAN E (EMLP) is currently held by 374 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.96B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EMLP tracked by InsiderSet, reporting ownership valued at approximately $786.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $806.44M, representing an estimated gain of +2.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed EMLP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Capital Investment Advisors, Llc, Cresset Asset Management, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST NORTH AMERICAN E (EMLP).
This page ranks the largest institutional EMLP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
374
Total Reported Value
$2.96B
Largest Holder
Morgan Stanley
Largest Position
$786.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 18,073,454 | $786,195,316 | $806,437,517 | +$20,242,201 | +2.57% | |
| Capital Investment Advisors, Llc | 2.38% | 4,410,779 | $180,797,811 | $196,808,959 | +$16,011,148 | +8.86% | |
| Cresset Asset Management, Llc | 0.48% | 3,008,231 | $130,858,016 | $134,227,267 | +$3,369,251 | +2.57% | |
| Alti Global, Inc. | 2.53% | 2,813,338 | $122,380,183 | $125,531,142 | +$3,150,959 | +2.57% | |
| Lpl Financial Llc | 0.03% | 2,723,272 | $118,462,334 | $121,512,397 | +$3,050,063 | +2.57% | |
| Bank Of America Corp | 0.01% | 2,550,741 | $110,957,236 | $113,814,063 | +$2,856,827 | +2.57% | |
| Wells Fargo & Company/Mn | 0.02% | 2,398,241 | $104,323,452 | $107,009,513 | +$2,686,061 | +2.57% | |
| Glenview Trust Co | 1.37% | 2,472,222 | $101,336,379 | $110,310,546 | +$8,974,167 | +8.86% | |
| Wealthspire Advisors, Llc | 0.50% | 2,078,591 | $90,418,724 | $92,746,730 | +$2,328,006 | +2.57% | |
| Cerity Partners Ocio Llc | 3.59% | 1,632,808 | $71,027,149 | $72,855,893 | +$1,828,744 | +2.57% | |
| Royal Bank Of Canada | 0.01% | 1,410,582 | $61,360,000 | $62,940,169 | +$1,580,169 | +2.58% | |
| Ubs Group Ag | 0.01% | 1,359,266 | $59,128,072 | $60,650,449 | +$1,522,377 | +2.57% | |
| Rockefeller Capital Management L.P. | 0.07% | 1,022,028 | $44,458,237 | $45,602,889 | +$1,144,652 | +2.57% | |
| Glenmede Trust Co Na | 0.20% | 1,016,293 | $44,208,745 | $45,346,994 | +$1,138,249 | +2.57% | |
| Welch & Forbes Llc | 0.50% | 937,533 | $40,782,732 | $41,832,722 | +$1,049,990 | +2.57% | |
| Raymond James Financial Inc | 0.01% | 929,828 | $40,447,513 | $41,488,925 | +$1,041,412 | +2.57% | |
| Disciplina Capital Management Llc | 4.12% | 917,917 | $39,929,376 | $40,957,457 | +$1,028,081 | +2.57% | |
| Commonwealth Equity Services, Llc | 0.05% | 952,045 | $39,024,323 | $42,480,248 | +$3,455,925 | +8.86% | |
| Altfest L J & Co Inc | 3.86% | 946,366 | $38,791,539 | $42,226,851 | +$3,435,312 | +8.86% | |
| Mariner, Llc | 0.03% | 763,564 | $33,218,052 | $34,070,226 | +$852,174 | +2.57% | |
| Lee Financial Co | 3.60% | 704,316 | $28,869,930 | $31,426,580 | +$2,556,650 | +8.86% | |
| Jaffetilchin Investment Partners, Llc | 1.46% | 634,824 | $27,614,839 | $28,325,847 | +$711,008 | +2.57% | |
| Barry Investment Advisors, Llc | 4.39% | 560,385 | $22,970,193 | $25,004,379 | +$2,034,186 | +8.86% | |
| Modern Wealth Management, Llc | 0.26% | 509,418 | $22,159,684 | $22,730,231 | +$570,547 | +2.57% | |
| Kestra Private Wealth Services, Llc | 0.23% | 526,225 | $21,569,963 | $23,480,160 | +$1,910,197 | +8.86% | |
| Vernal Point Advisors, Llc | 5.23% | 356,136 | $15,491,899 | $15,890,788 | +$398,889 | +2.57% | |
| Cetera Investment Advisers | 0.01% | 340,160 | $14,796,964 | $15,177,939 | +$380,975 | +2.57% | |
| Arkos Global Advisors | 1.54% | 299,059 | $13,009,000 | $13,344,013 | +$335,013 | +2.58% | |
| Envestnet Asset Management Inc | 0.00% | 296,495 | $12,897,512 | $13,229,607 | +$332,095 | +2.57% | |
| New England Private Wealth Advisors Llc | 1.22% | 311,522 | $12,769,306 | $13,900,112 | +$1,130,806 | +8.86% | |
| Jpmorgan Chase & Co | 0.00% | 280,154 | $12,276,353 | $12,500,471 | +$224,118 | +1.83% | |
| Osaic Holdings, Inc. | 0.01% | 272,058 | $11,835,021 | $12,139,228 | +$304,207 | +2.57% | |
| Ameriprise Financial Inc | 0.00% | 271,051 | $11,789,650 | $12,094,296 | +$304,646 | +2.58% | |
| Beacon Pointe Advisors, Llc | 0.05% | 254,060 | $11,051,591 | $11,336,157 | +$284,566 | +2.57% | |
| Stifel Financial Corp | 0.01% | 245,139 | $10,663,626 | $10,938,102 | +$274,476 | +2.57% | |
| Private Advisor Group, Llc | 0.04% | 215,208 | $9,361,632 | $9,602,581 | +$240,949 | +2.57% | |
| Kestra Advisory Services, Llc | 0.03% | 226,633 | $9,289,704 | $10,112,364 | +$822,660 | +8.86% | |
| Park National Corp | 0.24% | 217,360 | $8,909,587 | $9,698,603 | +$789,016 | +8.86% | |
| Jones Financial Companies Lllp | 0.00% | 201,047 | $8,852,117 | $8,970,717 | +$118,600 | +1.34% | |
| Certuity, Llc | 0.41% | 211,177 | $8,656,154 | $9,422,718 | +$766,564 | +8.86% | |
| B. Riley Wealth Advisors, Inc. | 0.34% | 208,816 | $8,559,363 | $9,317,370 | +$758,007 | +8.86% | |
| Ashton Thomas Private Wealth, Llc | 0.18% | 196,225 | $8,535,766 | $8,755,560 | +$219,794 | +2.57% | |
| Umb Bank, N.A. | 0.11% | 195,470 | $8,502,945 | $8,721,871 | +$218,926 | +2.57% | |
| Pinnacle Wealth Planning Services, Inc. | 0.80% | 199,214 | $8,165,796 | $8,888,929 | +$723,133 | +8.86% | |
| Crusonia Wealth Advisors Llc | 1.21% | 196,029 | $8,035,246 | $8,746,814 | +$711,568 | +8.86% | |
| New Republic Capital, Llc | 1.77% | 176,687 | $7,685,871 | $7,883,774 | +$197,903 | +2.57% | |
| Nvest Wealth Strategies, Inc. | 5.52% | 184,550 | $7,564,685 | $8,234,621 | +$669,936 | +8.86% | |
| Mml Investors Services, Llc | 0.01% | 164,255 | $7,145,110 | $7,329,058 | +$183,948 | +2.57% | |
| Iht Wealth Management, Llc | 0.15% | 163,247 | $7,101,433 | $7,284,081 | +$182,648 | +2.57% | |
| Focus Financial Network, Inc. | 0.21% | 173,198 | $7,099,405 | $7,728,095 | +$628,690 | +8.86% |
Frequently asked questions about EMLP
Who are the largest institutional holders of EMLP?
The largest institutional holders of EMLP reported in the latest SEC Form 13F filings include Morgan Stanley, Capital Investment Advisors, Llc, Cresset Asset Management, Llc, Alti Global, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported EMLP position.
What is EMLP institutional ownership?
This page tracks EMLP positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NORTH AMERICAN E (EMLP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EMLP?
InsiderSet currently tracks 374 institutional managers reporting EMLP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EMLP shareholders.
How much EMLP stock do institutions own?
Institutional investment managers disclosed approximately $2.96B in EMLP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EMLP institutional ownership last updated?
The latest EMLP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EMLP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EMLP position after the reporting date.
Are institutions buying or selling EMLP?
Institutional buying and selling can be analyzed by comparing EMLP positions across consecutive 13F reporting periods. InsiderSet's EMLP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EMLP ownership changes.
How has EMLP institutional ownership changed over time?
InsiderSet tracks EMLP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.