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Disclosery

AMLP ALPS ETF TR

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ALERIAN MLP (fund)

710 managers (719 13F filers) reported a position in AMLP shares at 2024-12-31, 95,590,692 shares in all. 63 filers opened a position and 36 filers sold out during the quarter.

Managers
710
13F filers
719
New
63
Added
314
Reduced
175
Sold out
36
Shares held by filers
95,590,692

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ArchPoint Investors46,325$2.23M0.73%013F-HRTimeline
J.W. COLE ADVISORS, INC.46,081$2.22M0.09%+4,47213F-HRTimeline
Sageworth Trust Co45,932$2.21M0.14%013F-HRTimeline
Delta Investment Management, LLC45,301$2.18M0.42%new13F-HRTimeline
BRIGHTON JONES LLC44,781$2.16M0.06%+7,28013F-HR/ATimeline
Trek Financial, LLC44,301$2.13M0.16%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,278$2.13M-48,709Timeline
Bollard Group LLC44,259$2.13M0.06%-5,78813F-HRTimeline
CSS LLC/IL43,854$2.11M0.13%+32,82413F-HRTimeline
Samalin Investment Counsel, LLC43,667$2.1M0.9%+7,05913F-HRTimeline
Resonant Capital Advisors, LLC43,433$2.09M0.15%-7313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,570$2.05M0.02%+1,95613F-HRTimelineGroup
PHILADELPHIA TRUST CO42,553$2.05M0.15%+2413F-HRTimeline
Activest Wealth Management42,453$2.04M0.57%+213F-HRTimeline
Barry Investment Advisors, LLC42,253$2.03M0.65%+1,49813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,070$2.03M0.13%+3,32613F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …42,058$2.03M0.03%-73513F-HRTimelineGroup
Perigon Wealth Management, LLC39,089$2.01M0.05%+2,47613F-HRTimeline
Stamos Capital Partners, L.P.41,670$2.01M0.47%+21,38013F-HRTimeline
Qube Research & Technologies Ltd41,582$2M<0.01%-63,58513F-HRTimeline
Graypoint LLC39,966$1.92M0.12%+21,94613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.39,890$1.92M<0.01%+9,84513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co39,369$1.9M0.03%+2,34913F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC39,212$1.89M1.44%+4,90713F-HRTimeline
FIRST MERCHANTS CORP39,087$1.88M0.07%013F-HRTimeline
Palouse Capital Management, Inc.38,774$1.87M1.24%-30513F-HRTimeline
Atria Wealth Solutions, Inc.38,338$1.85M0.02%-10,01313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC37,330$1.8M0.21%+21,36313F-HRTimeline
World Investment Advisors37,058$1.78M0.05%-18,20813F-HRTimeline
Sierra Capital LLC36,825$1.77M0.21%-1,67513F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC36,618$1.76M0.14%013F-HRTimeline
Blue Trust, Inc.36,606$1.76M0.02%+5,03513F-HR/ATimeline
Fortis Advisors, LLC36,552$1.76M1.16%+70813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,534$1.76M0.16%+113F-HRTimeline
Providence First Trust Co35,971$1.73M0.65%+2,30013F-HRTimeline
Aviance Capital Partners, LLC34,902$1.68M0.23%-36113F-HRTimeline
Covenant Asset Management, LLC34,636$1.67M0.37%+19,00913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC33,663$1.62M0.12%-69,69713F-HRTimeline
SYNOVUS FINANCIAL CORP33,407$1.61M0.02%+3,79213F-HRTimeline
Advisors Asset Management, Inc.33,003$1.59M0.03%+31,63013F-HR/ATimeline
CWM, LLCin group CWM, LLC32,865$1.58M0.01%+20,44013F-HRTimelineGroup
Quantinno Capital Management LP32,634$1.57M0.02%-4,04113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,525$1.57M0.02%+9,08813F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.32,300$1.56M0.02%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…32,132$1.55M0.25%-9213F-HRTimelineGroup
HFG Wealth Management, LLC32,730$1.54M1%+1,69913F-HRTimeline
HCR Wealth Advisors31,631$1.52M0.19%-23913F-HRTimeline
AXS Investments LLC31,426$1.51M0.42%-2,27413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC31,124$1.5M1.18%+9,50213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV30,635$1.49M0.58%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,329$1.48M0.12%new13F-HRTimeline
SOUTHPORT MANAGEMENT, L.L.C.in group SOUTHPORT MANAGEMENT, L.L.C.30,500$1.47M5.32%013F-HRTimelineGroup
&PARTNERS30,039$1.46M0.02%+3,79513F-HRTimeline
Americana Partners, LLC30,056$1.45M0.06%+3,34113F-HRTimeline
Bramshill Investments, LLC30,000$1.44M0.23%+15,18613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…29,778$1.43M0.48%+48113F-HRTimelineGroup
Moran Wealth Management, LLC29,705$1.43M0.05%+34213F-HRTimeline
FMR LLCin group FMR LLC29,514$1.42M<0.01%-3,33413F-HRTimelineGroup
Arkos Global Advisors28,910$1.39M0.2%013F-HRTimeline
Smart Portfolios, LLC28,877$1.39M1.46%+46113F-HRTimeline
PRIVATE TRUST CO NA28,621$1.38M0.14%+3,59413F-HRTimeline
Regal Investment Advisors LLC28,427$1.37M0.1%+6,89113F-HRTimeline
Aurora Private Wealth, Inc.28,320$1.36M1.02%-98213F-HRTimeline
NOVEM GROUP27,814$1.34M0.2%13F-HRTimeline
Collar Capital Management, LLC27,685$1.33M1.11%13F-HRTimeline
Granite Group Advisors, LLC27,619$1.33M0.85%-11013F-HRTimeline
Pure Financial Advisors, LLC27,461$1.32M0.03%-9613F-HRTimeline
DEARBORN PARTNERS LLC27,460$1.32M0.06%013F-HRTimeline
Westside Investment Management, Inc.27,406$1.32M0.28%-26713F-HRTimeline
INGALLS & SNYDER LLC27,387$1.32M0.05%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC27,351$1.32M0.11%-21113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding26,415$1.27M+4,046Timeline
CURA WEALTH ADVISORS, LLC26,333$1.27M0.56%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC26,328$1.27M0.64%-1,52513F-HRTimelineGroup
Capital Advisors, Ltd. LLC26,241$1.26M0.16%+2,51913F-HRTimeline
Quartz Partners, LLC26,222$1.26M0.77%-72813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,171$1.26M0.01%+25513F-HRTimelineGroup
First PREMIER Bank25,859$1.25M0.32%-36313F-HRTimeline
Pointe Capital Management LLC25,603$1.23M0.71%+1,00713F-HR/ATimeline
Lavaca Capital LLC25,000$1.2M0.53%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…24,986$1.2M1.22%+4,06213F-HRTimeline
GoalVest Advisory LLC24,714$1.19M0.33%+27113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,472$1.18M0.28%+2,72413F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC24,377$1.17M0.23%+1,40813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.24,335$1.17M<0.01%+18,21213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.24,314$1.17M0.07%-18413F-HRTimeline
CPA Asset Management Group, LLC23,585$1.14M0.53%013F-HRTimeline
PATTEN & PATTEN INC/TN23,362$1.13M0.07%-10,62813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,162$1.12M0.02%-6,29913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,512$1.11M<0.01%+13,71913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC22,990$1.11M0.01%013F-HRTimeline
Disciplined Investors, L.L.C.22,162$1.1M1.06%13F-HRTimeline
Clare Market Investments LLC22,623$1.09M0.26%-1,42513F-HRTimeline
Whalen Wealth Management Inc.22,450$1.08M0.75%+28113F-HRTimeline
Powell Investment Advisors, LLC22,447$1.08M0.5%+4213F-HRTimeline
Beirne Wealth Consulting Services, LLC22,135$1.07M0.38%-58313F-HRTimeline
Y-Intercept (Hong Kong) Ltd21,906$1.05M0.07%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC21,841$1.05M0.73%+44413F-HRTimeline
Tyler-Stone Wealth Management21,801$1.05M0.19%+35913F-HRTimeline
Perissos Private Wealth Management, LLC21,649$1.04M0.78%+2,46813F-HRTimeline
OAK FAMILY ADVISORS, LLC21,442$1.03M0.4%+1,08713F-HRTimeline
Marble Harbor Investment Counsel, LLC21,300$1.03M0.11%013F-HRTimeline
Flaharty Asset Management, LLC21,197$1.02M0.15%+9713F-HRTimeline
MBA Advisors LLC21,169$1.02M0.52%+6,86913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,904$1.01M0.07%+76013F-HRTimeline
Integrated Wealth Concepts LLC20,552$990K0.01%+4,52513F-HRTimeline
LMCG INVESTMENTS, LLC20,336$979K0.06%+7,18213F-HRTimeline
Total Wealth Planning & Management, Inc.20,231$974K0.96%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,056$966K0.07%+4,21013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG20,000$963K0.02%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,995$963K0.03%+29913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,806$954K0.04%+46113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC19,802$954K0.01%+2313F-HRTimeline
Indie Asset Partners, LLC19,775$952K0.75%-1,00013F-HRTimeline
BBR PARTNERS, LLC19,739$951K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC19,622$945K0.03%+10,42913F-HRTimeline
Auour Investments LLC17,948$926K0.32%+24913F-HRTimeline
FWG Holdings, LLC17,234$901K0.43%+44513F-HRTimeline
Farther Finance Advisors, LLC18,622$897K0.03%-1,04613F-HRTimeline
OneDigital Investment Advisors LLC18,495$891K0.01%+50913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)18,480$890K0.01%-1,20013F-HRTimelineGroup
Sunbelt Securities, Inc.18,501$888K0.08%+1,43813F-HRTimeline
McGowan Group Asset Management, Inc.18,150$874K0.12%+413F-HRTimeline
MCDONALD PARTNERS LLC17,922$863K0.22%+11413F-HRTimeline
Compound Planning, Inc.17,828$859K0.04%+2,67813F-HRTimeline
Raab & Moskowitz Asset Management LLC17,668$851K0.21%+59413F-HRTimeline
Mezzasalma Advisors, LLC17,586$847K0.27%new13F-HRTimeline
Provenance Wealth Advisors, LLC17,483$842K0.11%013F-HRTimeline
Belpointe Asset Management LLC17,477$828K0.05%+4,26113F-HRTimeline
Avidian Wealth Enterprises, LLC16,990$818K0.04%+77113F-HRTimeline
Wealthspire Retirement, LLC16,929$815K0.06%+85113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,908$814K<0.01%-1,45813F-HRTimelineGroup
Valtrion Capital Management, LLC16,893$814K1.07%13F-HRTimeline
Sowell Financial Services LLC16,764$807K0.04%+1,72713F-HRTimeline
Trilogy Capital Inc.16,665$803K0.04%013F-HRTimeline
one8zero8, LLC16,400$790K0.17%13F-HRTimeline
PFG Investments, LLC16,374$789K0.05%-1,57313F-HRTimeline
Summit Financial, LLC16,370$788K0.03%+3,54813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,324$786K<0.01%-1,46413F-HRTimelineGroup
Waldron Private Wealth LLC16,264$783K0.03%-14813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/16,103$776K0.16%+41013F-HRTimeline
WMG Financial Advisors, LLC16,055$773K0.33%+7,53013F-HRTimeline
Keebeck Wealth Management15,890$765K0.11%+39013F-HRTimeline
Dynamic Advisor Solutions LLC15,783$760K0.03%+1,03813F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY15,752$759K0.02%new13F-HRTimeline
Endowment Wealth Management, Inc.15,669$755K0.51%+62013F-HRTimeline
Advyzon Investment Management, LLC15,580$750K0.29%13F-HRTimeline
Onyx Bridge Wealth Group LLC15,566$750K0.11%+48013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,539$748K0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,463$745K<0.01%+1,10313F-HRTimelineGroup
MAINSAIL ASSET MANAGEMENT, LLC15,136$729K0.51%013F-HRTimeline
INVESTMENT HOUSE LLC15,060$725K0.04%-71413F-HRTimeline
SMITH, MOORE & CO.15,057$725K0.07%+10013F-HRTimeline
LaSalle St. Investment Advisors, LLC15,016$723K0.22%+2,41213F-HRTimeline
HARBOUR INVESTMENTS, INC.15,009$723K0.02%+1,00213F-HRTimeline
Ulland Investment Advisors, LLC14,918$718K0.46%+4,18813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,891$717K<0.01%+9,25513F-HRTimelineGroup
SAXON INTERESTS, INC.14,842$715K0.31%-10,04513F-HRTimeline
EVEXIA WEALTH LLC13,684$714K0.24%+78213F-HRTimeline
Focus Financial Network, Inc.14,758$711K0.03%+1,42513F-HRTimeline
Edge Wealth Management LLC14,756$711K0.14%+4013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,555$701K0.25%-29913F-HRTimeline
Wealthfront Advisers LLC14,512$699K<0.01%-2,05013F-HR/ATimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC14,412$694K0.19%013F-HRTimeline
Kovack Advisors, Inc.14,391$693K0.07%+4,22813F-HRTimeline
Vigilare Wealth Management14,298$689K0.28%-1,57313F-HRTimeline
Gladstone Institutional Advisory LLC14,291$688K0.03%+95713F-HRTimeline
Operose Advisors LLC14,287$688K0.24%+63413F-HRTimeline
Cresset Asset Management, LLC14,226$685K<0.01%-1,09113F-HRTimeline
J2 Capital Management Inc14,168$682K0.64%13F-HRTimeline
Argent Advisors, Inc.13,865$668K0.25%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT13,569$653K0.01%013F-HRTimeline
FF Advisors,LLC13,300$653K0.45%013F-HRTimeline
Tandem Financial, LLC13,363$644K0.68%13F-HRTimeline
Miller Investment Management, LP13,356$643K0.07%013F-HRTimeline
Venture Visionary Partners LLC13,173$634K0.03%+2,01513F-HR/ATimeline
Gateway Wealth Partners, LLC13,114$632K0.16%+1113F-HRTimeline
DDFG, Inc13,097$631K0.18%-82213F-HRTimeline
Pinion Investment Advisors, LLC13,070$629K0.25%+18913F-HRTimeline
Maridea Wealth Management LLC13,051$629K0.2%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,020$627K0.02%+2,40213F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC12,804$617K0.05%+5,05213F-HRTimeline
Hamilton Wealth, LLC12,767$615K0.15%+13413F-HRTimeline
SFMG, LLC12,737$613K0.05%+98713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC12,659$610K0.58%13F-HRTimeline
Retirement Planning Group, LLC12,588$606K0.03%+4,75813F-HRTimeline
MAI Capital Management12,577$606K<0.01%+1,81813F-HRTimeline
WEALTH EFFECTS LLC12,515$603K0.21%-34013F-HRTimeline
Novak & Powell Financial Services, Inc.12,415$598K0.36%+65613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …12,400$597K<0.01%new13F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC12,400$597K0.03%+40013F-HRTimeline
Ashton Thomas Private Wealth, LLC12,303$593K0.02%+5,89213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,835$570K0.14%013F-HRTimeline
Patriot Financial Group Insurance Agenc…11,800$568K0.08%-3,26913F-HRTimeline
Arete Wealth Advisors, LLC11,770$568K0.04%+1,13013F-HRTimeline
Krilogy Financial LLC11,759$566K0.04%-7,37313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,727$565K0.01%-79413F-HR/ATimelineGroup
Castleview Partners, LLC11,583$564K0.3%+6,35213F-HR/ATimeline
BOKF, NAin group BOKF, NA11,445$563K0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC11,668$562K0.1%new13F-HRTimeline