EMLP Hedge Fund Ownership (Q2 2026)

First Tr Exchange-Traded Fd (EMLP)

374 + Investors. Track Smart Money conviction in EMLP. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EMLP

Based on 376 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their EMLP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

376 hedge funds hold EMLP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

178 buying167 selling

Last quarter: 178 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 27 → 41 → 51 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new

238 out of 376 hedge funds have held EMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

45 → 27 → 41 → 51 → 27 new funds/Q

New funds entering each quarter: 27 → 41 → 51 → 27. A growing number of institutions are discovering EMLP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new

Entry-cohort mix of 376 holders: 251 (67%) are 2+ year veterans, 54 entered 1–2 years ago, and 71 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

24 of 376 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EMLP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	374	388	-3.61%
13F Shares	68M	69M	-0.34%
Total Value	$2.94B	$2.96B	-0.53%
New Positions	27	51	-24
Increased Positions	150	161	-11
Closed Positions	41	32	+9
Reduced Positions	127	110	+17
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

374

388

-3.61%

13F Shares

68M

69M

-0.34%

Total Value

$2.94B

$2.96B

-0.53%

New Positions

-24

Increased Positions

150

161

-11

Closed Positions

Reduced Positions

127

110

+17

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

374 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EMLP. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EMLP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Vernal Point Advisors, LLC	5.23%	356,136	$15.5M
2	Barry Investment Advisors, LLC	4.57%	502,343	$21.9M
3	Disciplina Capital Management LLC	4.12%	917,917	$39.9M
4	Altfest L J & Co Inc	3.94%	933,490	$40.6M
5	Lee Financial Co	3.85%	693,567	$30.2M
6	Cerity Partners OCIO LLC	3.59%	1,632,808	$71.0M
7	AlTi Global, Inc.	2.53%	2,813,338	$122.4M
8	Capital Investment Advisors, LLC	2.49%	4,351,092	$189.3M
9	Puff Wealth Management, LLC	2.17%	48,950	$2.1M
10	Windsor Advisory Group, LLC	2.14%	67,787	$2.9M
11	Keystone Financial Group, Inc.	1.88%	82,314	$3.6M
12	New Republic Capital, LLC	1.77%	176,687	$7.7M
13	Glenview Trust Co	1.70%	2,474,953	$108.1M
14	Flagstar Securities, Inc	1.50%	113,846	$5.0M
15	Crusonia Wealth Advisors LLC	1.41%	197,288	$8.6M
16	Partners Wealth Management, LLC	1.36%	31,825	$1.4M
17	New England Private Wealth Advisors LLC	1.35%	311,610	$14.0M
18	True Blue Financial, LLC	1.30%	70,943	$3.1M
19	Hobart Private Capital, LLC	1.15%	153,868	$6.7M
20	Millstone Evans Group, LLC	1.02%	43,478	$1.9M
21	Tounjian Advisory Partners, LLC	0.92%	49,262	$2.1M
22	Walker Asset Management, LLC	0.91%	41,436	$1.8M
23	Worthington Financial Partners, LLC	0.91%	25,194	$1.1M
24	Objective Capital Management, LLC	0.87%	22,647	$985K
25	LeClair Wealth Partners LLC	0.86%	38,084	$1.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (EMLP)

What does the Smart Money Trend signal show for EMLP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EMLP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EMLP?

Slight buying edge — 52% buying: Last quarter: 178 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EMLP holders?

Elite ownership — 44% AUM from top-100 funds: 24 of 376 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in EMLP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EMLP?

63% of holders stayed for 2+ years: 238 out of 376 hedge funds have held EMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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First Tr Exchange-Traded Fd (EMLP)

Smart Money Signals — EMLP

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +4% more funds vs a year ago

Slight buying edge — 52% buying

Fewer new buyers each quarter (-24 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 19% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — EMLP

Hedge Fund Ownership: EMLP

Market Analysis: EMLP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EMLP

Hedge Fund Positioning: EMLP

Statistics: EMLP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (EMLP)

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