Who Owns FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP)? -- Institutional Holders (2026-03-31)

Name: FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP) Institutional Holders (2026-03-31)
Creator: ko.io

410 institutions reported holding $3.01B of FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($793.0M), Capital Investment Advisors, LLC ($186.8M), Cresset Asset Management, LLC ($122.5M), AlTi Global, Inc. ($122.5M), LPL Financial LLC ($114.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$793.0M	18.2M	Trimmed
2	Capital Investment Advisors, LLC	$186.8M	4.3M	Added
3	Cresset Asset Management, LLC	$122.5M	2.8M	Added
4	AlTi Global, Inc.	$122.5M	2.8M	Trimmed
5	LPL Financial LLC	$114.4M	2.6M	Added
6	Glenview Trust Co	$108.1M	2.5M	Trimmed
7	WELLS FARGO & COMPANY/MN	$104.7M	2.4M	Added
8	BANK OF AMERICA CORP /DE/	$104.0M	2.4M	Added
9	Wealthspire Advisors, LLC	$89.4M	2.0M	Trimmed
10	Cerity Partners OCIO LLC	$80.1M	1.8M	Added
11	Royal Bank of Canada	$61.5M	1.4M	Trimmed
12	UBS Group AG	$57.9M	1.3M	Trimmed
13	GLENMEDE TRUST CO NA	$47.2M	1.1M	Added
14	WELCH & FORBES LLC	$43.5M	996,003	Trimmed
15	ALTFEST L J & CO INC	$41.9M	958,838	Added
16	Rockefeller Capital Management L.P.	$39.2M	896,914	Trimmed
17	COMMONWEALTH EQUITY SERVICES, LLC	$38.1M	871,803	Added
18	RAYMOND JAMES FINANCIAL INC	$37.9M	868,723	Added
19	Disciplina Capital Management LLC	$37.5M	858,130	Trimmed
20	Mariner, LLC	$33.9M	775,906	Added
21	Lee Financial Co	$30.1M	688,357	Trimmed
22	Jaffetilchin Investment Partners, LLC	$27.8M	637,494	Trimmed
23	Modern Wealth Management, LLC	$22.7M	520,866	Trimmed
24	Barry Investment Advisors, LLC	$20.7M	474,357	Added
25	Cetera Investment Advisers	$19.4M	445,484	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31