Public ownership evidence

Alerian Energy Infrastructure ETF (ENFR) Ownership Disclosures

Read ENFR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Alerian Energy Infrastructure ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
63,999
Value (USD)
$2,438,362
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ENFR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ENFR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2863,999$2,438,362None
Advisors Asset Management, Inc.2025-03-312026-08-27112,393$3,683,119None
Advisors Asset Management, Inc.2025-09-302026-08-27207,429$6,722,774None
Dakota Wealth Management2025-12-312026-08-2717,154$539,580None
Dakota Wealth Management2026-03-312026-08-2733,728$1,288,747None
Advisors Asset Management, Inc.2025-06-302026-08-25152,281$4,909,539None
Envision Financial Transparency, LLC2026-06-302026-08-2214,400$548,640None
Advisors Asset Management, Inc.2024-09-302026-08-222,298$64,964None
Advisors Asset Management, Inc.2024-12-312026-08-2255,255$1,721,193None
Advisors Asset Management, Inc.2025-12-312026-08-22222,281$6,991,849None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,507$552,707None
Beacon Pointe Advisors, LLC2026-06-302026-08-1956,064$2,136,034None
WNY Asset Management, LLC2026-06-302026-08-1819,573$745,741None
Corient Private Wealth LP2026-06-302026-08-1864,736$2,466,405None
BRASADA CAPITAL MANAGEMENT, LP2026-06-302026-08-18111,189$4,236,301None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-153,214$122,453None
10Elms LLP2026-06-302026-08-1516,742$637,870None
Advisors Asset Management, Inc.2026-06-302026-08-15249,802$9,517,456None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-159,933$378,447None
IFG Advisory, LLC2026-06-302026-08-1542$1,600None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,768$219,747None
OSAIC HOLDINGS, INC.2026-06-302026-08-15109,660$4,178,371None
Greenline Partners, LLC2026-06-302026-08-1532,408$1,234,745None
GTS SECURITIES LLC2026-06-302026-08-1524,854$946,937None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,376$204,826None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,350$51,435None
BRASADA CAPITAL MANAGEMENT, LP2026-06-302026-08-150$4,236,301None
Index Technologies Group LLC2026-06-302026-08-152,283$86,982None
Quantum Portfolio Management LLC2026-06-302026-08-152,804$106,832None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,727$65,799None
Windsor Advisory Group, LLC2026-06-302026-08-1523,000$876,300None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-159,345$362,773None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,300$87,630None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15149,491$5,696,831None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1525$959None
MAI Capital Management2026-06-302026-08-1510,133$386,063None
Cresset Asset Management, LLC2026-06-302026-08-1512,125$461,963None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158,197$312,306None
ROYAL BANK OF CANADA2026-06-302026-08-158,913$340,000None
CITADEL ADVISORS LLC2026-06-302026-08-1524,617$937,908None
IHT Wealth Management, LLC2026-06-302026-08-1525,230$961,249None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15203,211$7,742,339None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,333$698,486None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15360,157$13,721,996None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15205,897$7,844,664None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15139,068$5,298,490None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15250,607$9,548,118None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1585,170$3,244,977None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15105,322$4,012,767None
Gross & Hartman Investments LLC2026-06-302026-08-14356,235$13,572,549None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advisors Asset Management, Inc. ↗Envision Financial Transparency, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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