Skip to content
Disclosery

AMLP ALPS ETF TR

Follow

ALERIAN MLP (fund)

793 managers (805 13F filers) reported a position in AMLP shares at 2026-06-30, 111,253,473 shares in all. 51 filers opened a position and 56 filers sold out during the quarter.

Managers
793
13F filers
805
New
51
Added
372
Reduced
227
Sold out
56
Shares held by filers
111,253,473

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY16,070,257$833M0.04%+234,29613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,866,456$460M0.03%+375,80213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,429,142$385M0.07%-88,11013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,409,556$384M0.04%+846,43913F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC4,440,395$230M2.73%+434,86013F-HRTimelineGroup
LPL Financial LLC3,880,321$201M0.05%+250,23713F-HRTimeline
UBS Group AGgroup of 2 filers holding3,025,234$157M-170,619Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,810,836$146M0.04%+172,85013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,473,354$128M0.02%+59,05913F-HRTimelineGroup
Creative Planningin group Creative Planning2,225,589$115M0.07%-21,48213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,704,381$88.4M0.1%+69,84813F-HRTimelineGroup
Naviter Wealth, LLC1,639,760$85M7.72%+293,99613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,285,186$67.1M0.01%+9,93313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,010,491$52.4M0.59%+9613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP993,674$51.5M0.04%-30,70913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding977,833$50.7M+62,755Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.953,551$49.4M0.06%+90,26113F-HRTimelineGroup
TIAAgroup of 4 filers holding936,155$48.5M+6,803Timeline
Cambridge Investment Research Advisors,…820,859$42.6M0.1%+23,04413F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …806,927$41.8M0.02%-75,72413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC778,825$40.4M0.05%+31,64113F-HRTimeline
HighTower Advisors, LLC750,619$38.9M0.04%-33,56513F-HRTimeline
NewEdge Advisors, LLC627,920$32.6M0.1%+70,40213F-HRTimeline
Proficio Capital Partners LLC621,953$32.2M1.16%+11,61613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…577,011$29.9M0.05%+16,35513F-HRTimelineGroup
Janney Montgomery Scott LLC561,275$29.1M0.06%+11,36713F-HRTimeline
TRUE Private Wealth Advisors555,543$28.8M2.49%+172,53313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS537,851$27.9M0.04%-35213F-HRTimeline
Cetera Investment Advisers535,072$27.7M0.03%+9,43813F-HRTimeline
BLAIR WILLIAM & CO/IL532,049$27.6M0.07%-2,83413F-HRTimeline
EP Wealth Advisors, LLC517,943$26.9M0.1%+3,25813F-HRTimeline
Oxbow Advisors, LLC509,673$26.4M2.15%+56,31713F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…506,822$26.3M9.47%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC503,526$26.1M4.79%+29,27113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC448,645$23.3M1.88%+23,78513F-HRTimeline
Aprio Wealth Management, LLC427,719$22.2M1.1%+17,25113F-HRTimeline
CHOREO, LLC395,348$20.5M0.22%+1,81313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…382,113$20.1M0.03%+7,60413F-HRTimeline
Trivium Point Advisory, LLC378,254$19.6M1.78%+327,81313F-HRTimeline
D.A. DAVIDSON & CO.356,287$18.5M0.1%-10,52513F-HRTimeline
Hilton Capital Management, LLC338,754$17.6M1.2%+96,10013F-HRTimeline
Violich Capital Management, Inc.333,845$17.3M1.88%-3,75013F-HRTimeline
RS CRUM INC.331,386$17.2M3.22%-1,62613F-HRTimeline
FIRST AMERICAN TRUST, FSB319,657$16.6M1%-41,93113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…311,938$16.2M0.03%+286,37113F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV308,099$16M5.36%-1,61413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding306,746$15.9M+7,582Timeline
Focus Partners Wealthgroup of 2 filers holding305,260$15.8M-29,610Timeline
Checchi Capital Advisers, LLC298,363$15.5M0.98%+75813F-HRTimeline
North Star Investment Management Corp.295,028$15.3M0.83%+8,82313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding293,951$15.2M+8,261Timeline
WEALTH ALLIANCE, LLC282,387$14.6M1.23%-9,78013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC280,210$14.5M0.7%+7,51213F-HRTimelineGroup
Allworth Financial LP278,050$14.4M0.06%-8,46813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC275,028$14.3M0.45%-3,55513F-HRTimelineGroup
Prospera Financial Services Inc273,749$14.2M0.21%+6,39613F-HRTimeline
VISTA FINANCE, LLC258,127$13.4M7.48%+38,67313F-HRTimeline
Summit Financial Wealth Advisors, LLC254,098$13.2M1.68%-22013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC248,500$12.9M0.91%+70013F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…246,815$12.8M6.02%+4,38813F-HRTimeline
FORTEM FINANCIAL GROUP, LLC242,533$12.6M2.56%-3,17513F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC242,497$12.6M1.15%+10,66013F-HRTimeline
Truffle Hound Capital, LLC240,000$12.4M7.85%013F-HRTimeline
Kera Capital Partners, Inc.230,738$12M1.15%+19,95713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC229,990$11.9M0.01%+34,33213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP227,795$11.7M<0.01%+24,45213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC212,150$11M0.11%-8,59013F-HRTimeline
Williams Jones Wealth Management, LLC.206,027$10.7M0.12%+5,86713F-HRTimeline
Oak Harvest Investment Services205,080$10.6M0.99%+5,04013F-HRTimeline
DAVENPORT & Co LLC200,918$10.4M0.05%+21,78813F-HRTimeline
ARDSLEY ADVISORY PARTNERS LP200,000$10.4M1.13%013F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC200,000$10.4M5.41%013F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA199,762$10.4M0.68%-9,04913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO199,600$10.3M<0.01%-76,06013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC198,019$10.3M0.04%+60,93213F-HRTimelineGroup
Elgethun Capital Management196,637$10.2M1.42%+7,31013F-HRTimeline
J.W. COLE ADVISORS, INC.195,021$10.1M0.17%+5,12013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC186,807$10.1M1.45%+3,64013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC194,367$10.1M0.68%+28,41513F-HRTimeline
Fortis Group Advisors, LLC189,931$9.85M1.57%+6,07813F-HRTimeline
Csenge Advisory Group189,897$9.85M0.4%new13F-HRTimeline
Arax Advisory Partners185,243$9.6M0.06%+178,20213F-HRTimeline
BARD ASSOCIATES INC171,562$8.9M1.97%-1,12013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC171,317$8.88M0.16%+1,68713F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC169,155$8.77M2.22%-9,39013F-HRTimeline
Steward Partners Investment Advisory, L…167,510$8.69M0.04%+17,25913F-HRTimeline
Brick & Kyle, Associates162,583$8.56M2.83%013F-HRTimeline
NWAM LLC157,897$8.19M0.41%+34813F-HRTimeline
Mariner, LLCin group Mariner, LLC157,067$8.14M0.01%+3,41213F-HRTimelineGroup
Advisors Asset Management, Inc.156,577$8.12M0.12%+5,03313F-HRTimeline
Private Advisor Group, LLC156,022$8.09M0.04%-60,23513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC154,772$8.03M0.01%+22,56113F-HRTimelineGroup
&PARTNERS153,572$7.96M0.03%+43,01913F-HRTimeline
MUHLENKAMP & CO INC150,615$7.81M2.26%013F-HRTimeline
Left Brain Wealth Management, LLC149,437$7.75M2.34%-5,29413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP146,143$7.58M0.01%+43,61613F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC145,325$7.57M1.17%+5,64513F-HRTimelineGroup
Advisory Services Network, LLC143,445$7.44M0.08%+27,68613F-HRTimeline
Beacon Pointe Advisors, LLC141,864$7.36M0.03%+82,21813F-HRTimeline
5th Street Advisors, LLC140,877$7.3M2.83%+4,89413F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV138,847$7.2M2.91%+15,66113F-HRTimeline
Ball & Co Wealth Management Inc.136,894$7.1M5.03%-14,34013F-HRTimeline
NTV Asset Management LLC131,178$6.8M0.67%-1,71713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC129,624$6.72M0.01%-6,41513F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC128,940$6.69M0.08%+22,42013F-HRTimeline
NORDEN GROUP LLC126,369$6.55M0.54%+1,88413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.126,132$6.54M0.04%+11,97213F-HRTimelineGroup
Eagle Strategies LLC122,564$6.35M0.63%+2,78113F-HRTimeline
Clare Market Investments LLC120,740$6.26M1.14%+5,44913F-HRTimeline
Element Wealth, LLC119,697$6.21M2.34%-5,86413F-HRTimeline
Sanctuary Advisors, LLC118,887$6.16M0.03%-28,80613F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.118,773$6.16M0.65%+4,82613F-HRTimeline
Wealth Advisory Solutions, LLC117,803$6.11M1.25%+7,06313F-HRTimeline
Haven Private, LLC116,915$6.06M2.3%+4,85213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…114,270$5.92M0.01%-6,28413F-HRTimelineGroup
Clarity Financial LLC112,470$5.83M0.5%+58,57313F-HRTimeline
Kingsview Wealth Management, LLC111,427$5.78M0.07%+10,20813F-HRTimeline
Wealthspire Advisors, LLC110,991$5.75M0.03%+12,75313F-HRTimeline
Cyndeo Wealth Partners, LLC109,273$5.67M0.27%+15613F-HRTimeline
Quantinno Capital Management LP108,540$5.63M0.01%+7,18613F-HRTimeline
Financial Sense Advisors, Inc.107,998$5.6M1.1%+26613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …101,413$5.26M0.06%-60313F-HRTimelineGroup
Prota Financial, LLC101,799$5.25M3.46%+3,11813F-HRTimeline
Global Retirement Partners, LLC100,221$5.2M0.08%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK100,180$5.19M0.02%-8,85713F-HRTimelineGroup
Integrated Advisors Network LLC99,870$5.18M0.24%+27,39113F-HRTimeline
Mesirow Financial Investment Management…99,646$5.17M0.08%+3,32713F-HRTimeline
Continuum Advisory, LLC95,515$4.95M0.4%+57913F-HRTimeline
Capital Advisors Wealth Management, LLC95,469$4.95M0.58%+41,61113F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC95,348$4.94M2.71%-2,64913F-HRTimeline
Coral Wealth Management, LLC94,792$4.91M4.03%new13F-HRTimeline
White Pine Investment CO93,412$4.84M1.03%+1,05113F-HRTimeline
Qube Research & Technologies Ltd92,856$4.81M0.01%-4,97913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC92,734$4.81M0.12%+1,08013F-HRTimeline
Orion Porfolio Solutions, LLC92,725$4.81M0.04%+13,37913F-HRTimeline
DENALI ADVISORS LLC92,633$4.8M0.48%-1,76113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP92,350$4.79M0.01%-47,58813F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…91,567$4.74M0.03%-1,19113F-HRTimelineGroup
Plan Group Financial, LLC91,225$4.73M0.98%+23,90013F-HRTimeline
Artesa Financial Group, LLC90,035$4.67M3.99%+6,14813F-HRTimeline
AlphaCore Capital LLC89,989$4.67M0.09%+36013F-HRTimeline
SACKS & ASSOCIATES, LLC84,244$4.65M3.13%+1,15813F-HRTimeline
Madison Park Capital Advisors, LLC25,034$4.64M3.3%-52,35613F-HRTimeline
1 NORTH WEALTH SERVICES LLC88,736$4.6M1.5%+2,70813F-HRTimeline
PHILADELPHIA TRUST CO88,288$4.58M0.29%+9113F-HRTimeline
Mayflower Financial Advisors, LLC88,273$4.58M0.4%-16313F-HRTimeline
MML INVESTORS SERVICES, LLC87,377$4.53M0.01%+12,52513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC86,946$4.51M0.52%-1,70113F-HRTimeline
NorthCoast Asset Management LLC85,674$4.44M0.1%-74,26313F-HRTimeline
Americana Partners, LLC83,507$4.33M0.1%+3,68113F-HRTimeline
Indivisible Partners82,862$4.3M0.24%+9,88813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV81,963$4.25M0.01%+2,03213F-HR/ATimeline
HANCOCK WHITNEY CORP81,093$4.2M0.07%+8,25813F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC80,000$4.15M0.51%-20,00013F-HRTimeline
Wills Financial Group LLC77,709$4.03M1.47%+1,93613F-HRTimeline
Balefire, LLC77,290$4.01M0.65%+1,42513F-HRTimeline
Allen Capital Group, LLC76,756$3.98M0.33%+1,96513F-HRTimeline
HERBST GROUP, LLC76,619$3.97M2.17%-3,35313F-HRTimeline
Chicago Partners Investment Group LLC72,238$3.97M0.08%+3,79413F-HRTimeline
CONTINENTAL ADVISORS LLC74,723$3.87M2.27%013F-HRTimeline
COWA, LLC74,714$3.87M0.97%-43313F-HRTimeline
Payne Capital Management, LLC74,455$3.86M1.03%+9,60613F-HRTimeline
Moran Wealth Management, LLC74,200$3.85M0.1%+11,80713F-HRTimeline
SMART Wealth LLC74,141$3.84M0.83%-7,45113F-HRTimeline
Samalin Investment Counsel, LLC73,890$3.83M1.23%+9,52013F-HRTimeline
SteelPeak Wealth, LLC73,619$3.82M0.1%-1,26213F-HRTimeline
SCOTIA CAPITAL INC.73,460$3.81M0.01%+1,90113F-HRTimeline
SCS Capital Management LLC72,508$3.76M0.04%013F-HRTimeline
Cresset Asset Management, LLC72,463$3.76M0.01%+14,85013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …72,101$3.74M0.03%-16,16613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…70,943$3.68M0.03%+16,27013F-HRTimelineGroup
NewEdge Wealth, LLC70,856$3.67M0.04%-2,33413F-HRTimeline
TKG Advisors, LLC69,556$3.61M1.25%-20,93313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC69,202$3.59M0.07%-1,42713F-HRTimeline
IFP Advisors, Inc69,139$3.58M0.06%-51213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…69,010$3.58M0.09%+5,32213F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…68,913$3.57M0.18%-97813F-HRTimeline
SAM Advisors, LLC68,490$3.55M0.97%+2,33113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV67,474$3.5M0.17%+87713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.67,319$3.49M0.04%+20713F-HRTimelineGroup
Compound Planning, Inc.67,219$3.49M0.09%+5,26513F-HRTimeline
TT Capital Management LLC66,845$3.47M2.7%-2,70013F-HRTimeline
Berkeley Capital Partners, LLC66,109$3.43M0.71%+2,03013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC66,059$3.43M0.01%+5,31113F-HRTimelineGroup
Mills Wealth Advisors LLC65,810$3.41M1.07%-3,52313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC64,468$3.34M0.06%-8,08413F-HRTimeline
Astoria Portfolio Advisors LLC.63,891$3.31M0.56%+15,09913F-HRTimeline
Integrated Wealth Concepts LLC63,759$3.31M0.02%+28,46413F-HRTimeline
Vestmark Advisory Solutions, Inc.63,499$3.29M0.03%-8,04213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)63,100$3.27M0.03%013F-HRTimelineGroup
Sigma Planning Corp62,949$3.26M0.08%+3,70613F-HRTimeline
Stamos Capital Partners, L.P.62,819$3.26M0.5%-1,31813F-HRTimeline
Perigon Wealth Management, LLC61,691$3.2M0.05%+1,16113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding60,454$3.13M-2,098Timeline
Hegarty Advisors, LLC60,427$3.13M2.16%+2,04413F-HRTimeline
FFG RETIREMENT ADVISORS LLC60,128$3.12M1.65%+18,96013F-HRTimeline
FORTE ASSET MANAGEMENT LLC59,723$3.1M1.27%+12113F-HRTimeline
WealthBridge Capital Management, LLC58,799$3.05M0.61%+2,42713F-HRTimeline
Camarda Financial Advisors, LLC58,695$3.04M0.92%new13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.58,675$3.04M0.34%-47513F-HRTimeline