Skip to content

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
CONGRESS ASSET MANAGEMENT CO57,611$2.99M0.02%-2,96513F-HRTimeline
G&S Capital LLC56,796$2.94M0.85%-15,67213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC56,554$2.93M<0.01%+49,36913F-HRTimelineGroup
Cypress Capital Management LLC (WY)56,548$2.93M2.45%+3,57113F-HRTimeline
Farther Finance Advisors, LLC56,479$2.93M0.02%+9,20713F-HRTimeline
Regal Investment Advisors LLC56,349$2.92M0.15%-43113F-HRTimeline
Delta Investment Management, LLC56,003$2.9M0.48%-1,25913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.55,784$2.89M<0.01%+8,29813F-HRTimelineGroup
Sculati Wealth Management, LLC53,360$2.88M0.96%-52513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,802$2.79M<0.01%-90713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC53,762$2.79M0.02%+21,07513F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV53,529$2.78M0.21%+50013F-HRTimeline
Avidian Wealth Enterprises, LLC53,513$2.77M0.08%+58013F-HRTimeline
Tradewinds, LLC.238,571$2.75M0.64%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,823$2.74M0.02%+61013F-HRTimeline
Enclave Advisors LLC52,653$2.73M0.36%+2,62413F-HRTimeline
Asset One Wealth Management LLC51,051$2.72M0.29%+8,33613F-HRTimeline
Cascade Financial Partners, LLC52,296$2.71M0.24%-18613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52,258$2.71M<0.01%+46,95813F-HRTimelineGroup
BRIGHTON JONES LLC51,538$2.67M0.05%+1,77113F-HRTimeline
INGALLS & SNYDER LLC51,439$2.67M0.07%-1,85913F-HRTimeline
Pekin Hardy Strauss, Inc.50,001$2.59M0.23%+70013F-HRTimeline
FMR LLCin group FMR LLC49,486$2.57M<0.01%-7,20813F-HRTimelineGroup
Smartleaf Asset Management LLC48,752$2.52M0.08%013F-HRTimeline
J.Safra Asset Management Corp47,749$2.48M0.11%+1,22413F-HRTimeline
Blue Trust, Inc.47,709$2.47M0.03%-1,91213F-HRTimeline
HOLDERNESS INVESTMENTS CO47,509$2.46M0.41%+1,40013F-HRTimeline
Heartwood Wealth Advisors LLC47,342$2.45M0.19%+1,63713F-HRTimeline
Aster Capital Management (DIFC) Ltd47,239$2.45M0.52%new13F-HR/ATimeline
Keewaydin Investments LLC47,160$2.45M0.71%+1,17513F-HRTimeline
Providence First Trust Co46,688$2.42M0.68%-1,82113F-HRTimeline
ArchPoint Investors46,325$2.4M0.51%013F-HRTimeline
Quartz Partners, LLC44,971$2.33M0.76%+2,81613F-HRTimeline
HUB Investment Partners, LLC44,783$2.32M0.04%+2,01513F-HRTimeline
MGO ONE SEVEN LLC44,180$2.29M0.04%+19,54713F-HRTimeline
CURA WEALTH ADVISORS, LLC44,035$2.28M0.97%+1,18513F-HRTimeline
Resonant Capital Advisors, LLC43,528$2.26M0.11%013F-HRTimeline
Bollard Group LLC43,480$2.25M0.07%+76613F-HRTimeline
Arkadios Wealth Advisors43,376$2.25M0.03%+6,06713F-HRTimeline
HC Advisors, LLC42,962$2.23M1.35%+2,26513F-HRTimeline
Mutual Advisors, LLC42,932$2.23M0.04%+6,21913F-HRTimeline
Dynamic Advisor Solutions LLC42,666$2.21M0.06%+6,79013F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…42,118$2.18M1.32%13F-HRTimelineGroup
Gotham Asset Management, LLC41,147$2.13M<0.01%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC40,915$2.12M0.14%+5,17513F-HRTimeline
Smithfield Trust Co40,855$2.12M0.08%+3,45313F-HRTimeline
Algorithmic Investment Models, LLC40,867$2.12M2.45%+1,95913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT40,551$2.1M0.03%+5,44813F-HRTimeline
Barry Investment Advisors, LLC40,376$2.09M0.44%+13213F-HRTimeline
Covenant Asset Management, LLC40,279$2.09M0.37%-3,79013F-HRTimeline
Gladstone Institutional Advisory LLC39,997$2.07M0.07%-69713F-HRTimeline
Belpointe Asset Management LLC39,845$2.07M0.07%-60813F-HRTimeline
Riggs Asset Managment Co. Inc.39,691$2.06M0.37%-1,26113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …39,556$2.05M0.03%-96213F-HRTimelineGroup
HCR Wealth Advisors39,295$2.04M0.18%+7,27713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,230$2.03M0.02%+23613F-HRTimelineGroup
Dakota Wealth Management38,980$2.02M0.04%+5,30213F-HRTimeline
Sierra Capital LLC38,860$2.01M0.19%-7,02913F-HRTimeline
RFG Advisory, LLC38,755$2.01M0.03%+1,14813F-HRTimeline
Savant Capital, LLC38,579$2.01M0.01%+1,25613F-HRTimeline
LMCG INVESTMENTS, LLC38,193$1.98M0.11%+58413F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.36,930$1.91M0.01%+4,23013F-HRTimeline
PRIVATE TRUST CO NA36,818$1.91M0.15%-4,38013F-HRTimeline
AE Wealth Management LLC35,745$1.85M0.01%-1,14813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.35,699$1.85M0.02%+5,41213F-HRTimelineGroup
RHODES INVESTMENT ADVISORS INC /ADV35,535$1.84M1.36%-2,15013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC35,318$1.83M0.09%013F-HRTimeline
Tandem Financial, LLC35,267$1.83M0.59%-36213F-HRTimeline
Palouse Capital Management, Inc.35,175$1.82M1.14%-41713F-HRTimeline
Aviance Capital Partners, LLC34,970$1.81M0.19%+23413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV33,251$1.81M0.59%+59613F-HRTimeline
71 West Capital Partners34,928$1.81M0.06%+2013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,761$1.8M<0.01%-3,82313F-HRTimelineGroup
ALLEN WEALTH MANAGEMENT, LLC34,673$1.8M0.88%-59,64113F-HRTimeline
IEQ CAPITAL, LLC34,655$1.8M0.01%+1,30513F-HRTimeline
Argos Wealth Advisors, LLC34,531$1.79M0.47%+3,83513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,523$1.79M0.03%+1,11113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC34,200$1.77M0.06%new13F-HRTimelineGroup
Kovack Advisors, Inc.34,247$1.77M0.09%+1,97813F-HRTimeline
World Investment Advisors33,552$1.76M0.03%-6013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.33,997$1.76M<0.01%-52213F-HRTimelineGroup
EVEXIA WEALTH LLC31,814$1.75M0.47%-6,39613F-HRTimeline
WP Advisors, LLC33,441$1.73M0.42%+4,08313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,211$1.72M<0.01%-2,88813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC33,206$1.72M0.04%+5,52913F-HRTimeline
AXS Investments LLC33,203$1.72M0.49%-11,98413F-HRTimeline
Collar Capital Management, LLC33,203$1.72M1.01%-1,05013F-HRTimeline
RiverTree Advisors, LLC33,020$1.71M1.01%-13,68913F-HRTimeline
Greenspring Advisors, LLC32,763$1.7M0.09%-1,17613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC32,510$1.69M0.09%+7313F-HRTimeline
PFG Investments, LLC32,369$1.68M0.07%+4,15113F-HRTimeline
Main Street Financial Solutions, LLC31,830$1.65M0.11%-67613F-HRTimeline
MBA Advisors LLC30,656$1.59M0.54%+38413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …30,599$1.59M0.12%-9,86813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.30,299$1.57M0.13%+82313F-HRTimelineGroup
Capital Advisors, Ltd. LLC30,277$1.57M0.16%+3213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,178$1.56M<0.01%+1,80613F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…30,166$1.56M1.08%+86513F-HRTimeline
WEDBUSH SECURITIES INC30,061$1.56M0.04%+1,67413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…29,952$1.55M0.35%+2,26113F-HRTimelineGroup
Sowell Financial Services LLC29,832$1.55M0.05%+24113F-HRTimeline
Pointe Capital Management LLC29,831$1.55M0.69%-1,45013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,453$1.53M0.01%+2,40413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,227$1.52M<0.01%+5,15613F-HRTimelineGroup
Arkos Global Advisors28,910$1.5M0.18%013F-HRTimeline
Lynx Investment Advisory28,557$1.48M0.49%new13F-HRTimeline
CWA Asset Management Group, LLC28,545$1.48M0.05%+5,09113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,287$1.47M<0.01%-4,82713F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT27,893$1.45M0.08%+1,98613F-HRTimeline
Cornerstone Wealth Management, LLC27,286$1.41M0.06%+1,95113F-HRTimeline
Formidable Asset Management, LLC26,525$1.4M0.22%+16,80013F-HRTimeline
Total Wealth Planning & Management, Inc.26,783$1.39M1.01%+1,46813F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …26,782$1.39M0.7%+7,09413F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC26,673$1.38M0.4%-68,23213F-HRTimeline
STRATEGY ASSET MANAGERS LLC26,609$1.38M0.21%+52913F-HRTimeline
Valtrion Capital Management, LLC26,482$1.37M1.02%+4,02713F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.26,412$1.37M0.27%+24,53813F-HRTimelineGroup
GoalVest Advisory LLC26,401$1.37M0.25%+14913F-HRTimeline
Focus Financial Network, Inc.26,388$1.37M0.04%+66313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding26,377$1.37M+6,350Timeline
BOS Asset Management, LLC26,125$1.35M0.31%+5,47213F-HRTimeline
CIBC WORLD MARKET INC.26,027$1.35M<0.01%+1,97813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC26,018$1.35M0.03%-9,99813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …25,507$1.32M0.19%+10913F-HRTimelineGroup
Exit Wealth Advisors, LLC.25,395$1.32M0.6%+52513F-HRTimeline
FIDUCIENT ADVISORS LLC25,390$1.32M0.19%+47413F-HRTimeline
First PREMIER Bank25,076$1.3M0.21%-4713F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.24,748$1.28M0.68%-29013F-HRTimeline
Beirne Wealth Consulting Services, LLC24,569$1.27M0.25%+12613F-HRTimeline
SAX WEALTH ADVISORS, LLC24,060$1.27M0.05%+3,86313F-HRTimeline
LANARK FINANCIAL, INC.24,266$1.26M0.09%+1,34313F-HRTimeline
Invst, LLC24,254$1.26M0.12%+3,23813F-HRTimeline
Waverly Advisors, LLC24,046$1.25M0.01%+75913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,982$1.24M0.05%-11,39913F-HRTimeline
Legacy Advisors, LLC23,300$1.21M0.11%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,059$1.19M0.07%-2,21213F-HRTimeline
Snowden Capital Advisors LLC22,881$1.19M0.03%-28613F-HRTimeline
Granite Group Advisors, LLC22,593$1.17M0.69%-3,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,491$1.17M<0.01%-86013F-HRTimelineGroup
IMC-Chicago, LLC22,342$1.16M0.01%+3,23613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,094$1.15M-3,771Timeline
PUFF WEALTH MANAGEMENT, LLC22,004$1.14M1.16%13F-HRTimeline
Raab & Moskowitz Asset Management LLC21,997$1.14M0.23%+1,78613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC21,926$1.14M0.53%-2,27413F-HRTimeline
Aurora Private Wealth, Inc.21,739$1.13M0.72%-4,05613F-HRTimeline
WealthTrust Axiom LLC21,654$1.12M0.25%+88013F-HRTimeline
Fullerton Advisors, LLC21,571$1.12M1.05%+68313F-HRTimeline
Westside Investment Management, Inc.21,548$1.12M0.15%-4,18013F-HRTimeline
FWG Holdings, LLC20,108$1.11M0.38%-24513F-HRTimeline
Powell Investment Advisors, LLC21,208$1.1M0.35%+5613F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC21,173$1.1M0.37%-13,06513F-HRTimelineGroup
Quantum Portfolio Management LLC21,109$1.09M0.39%+28613F-HRTimeline
SMITH, MOORE & CO.20,957$1.09M0.07%-9113F-HRTimeline
Mezzasalma Advisors, LLC20,701$1.07M0.22%-5,71513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC20,561$1.07M0.12%+2,65413F-HRTimeline
DEARBORN PARTNERS LLC20,423$1.06M0.06%-20013F-HR/ATimeline
Activest Wealth Management20,384$1.06M0.2%-21,99413F-HRTimeline
Genesis Financial Group, LLC20,282$1.05M0.68%+54013F-HRTimeline
RWA WEALTH PARTNERS, LLC20,171$1.05M0.01%+1,00013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG20,000$1.04M0.01%013F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC19,976$1.04M0.14%+3013F-HRTimeline
Indie Asset Partners, LLC19,950$1.03M0.99%+2,00013F-HRTimeline
FIRST MERCHANTS CORP19,932$1.03M0.04%-1,05513F-HRTimeline
Auour Investments LLC19,818$1.03M0.29%+10713F-HRTimeline
BBR PARTNERS, LLC19,739$1.02M0.05%013F-HRTimeline
Keebeck Wealth Management19,687$1.02M0.1%+8613F-HRTimeline
NOVEM GROUP19,681$1.02M0.1%+54913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,425$1.01M0.05%+18113F-HRTimeline
CENTAURUS FINANCIAL, INC.19,362$1M0.04%+3,29213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19,311$1M0.46%-1113F-HRTimeline
Perissos Private Wealth Management, LLC19,114$991K0.67%-1,06813F-HRTimeline
Value Investment Professionals, LLC28,631$987K0.83%new13F-HRTimeline
Disciplined Investors, L.L.C.18,613$965K0.48%-1,16513F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,559$962K0.02%-30713F-HRTimeline
Wealthfront Advisers LLC18,503$959K<0.01%+1,64513F-HRTimeline
Summit Financial, LLC18,484$958K0.01%-15313F-HRTimeline
one8zero8, LLC18,400$954K0.19%+1,00013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/18,379$953K0.15%-59513F-HRTimeline
Mattern Wealth Management LLC18,250$946K0.16%+4,00013F-HRTimeline
Everest Financial Group LLC18,128$940K0.13%-4,17213F-HRTimeline
Schuylkill Financial LLC17,878$927K0.86%13F-HRTimeline
NVWM, LLC17,803$923K0.19%-2,75313F-HRTimeline
Argent Advisors, Inc.17,652$915K0.23%+13,70013F-HRTimeline
TMB Capital Partners, LLC17,607$913K0.28%-2413F-HRTimeline
Cypress Wealth Services, LLC17,580$912K0.11%+1,71913F-HRTimeline
Onyx Bridge Wealth Group LLC17,388$902K0.08%+30413F-HRTimeline
Wealthspire Retirement, LLC16,933$878K0.05%-23813F-HRTimeline
Hollow Brook Wealth Management LLC16,642$863K0.17%+18113F-HRTimeline
Douglass Winthrop Advisors, LLC16,500$856K0.01%+1,50013F-HRTimeline
Ulland Investment Advisors, LLC16,480$854K0.63%+1,18513F-HRTimeline
Curi Capital, LLC16,424$852K0.01%+77613F-HRTimeline
McGowan Group Asset Management, Inc.16,269$844K0.1%+413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,182$839K<0.01%+1,10613F-HRTimelineGroup
WMG Financial Advisors, LLC16,167$838K0.32%-1,60013F-HRTimeline
Sound Financial Strategies Group, LLC16,106$835K0.53%+29913F-HRTimeline
MAI Capital Management16,038$832K<0.01%+3,95413F-HRTimeline
Brookwood Investment Group LLC16,027$831K0.1%-5,66413F-HRTimeline
Novak & Powell Financial Services, Inc.15,973$828K0.39%+16913F-HRTimeline
LaSalle St. Investment Advisors, LLC15,911$825K0.1%+44913F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC15,136$818K0.32%-2,00013F-HRTimeline