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Disclosery

AMLP ALPS ETF TR

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ALERIAN MLP (fund)

729 managers (737 13F filers) reported a position in AMLP shares at 2025-03-31, 100,321,841 shares in all. 76 filers opened a position and 57 filers sold out during the quarter.

Managers
729
13F filers
737
New
76
Added
339
Reduced
187
Sold out
57
Shares held by filers
100,321,841

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
VestGen Advisors, LLC47,486$2.47M0.11%13F-HRTimeline
Bollard Group LLC47,042$2.44M0.06%+2,78313F-HRTimeline
Main Street Financial Solutions, LLC46,660$2.42M0.21%-3,45013F-HRTimeline
Clare Market Investments LLC46,432$2.41M0.64%+23,80913F-HRTimeline
ArchPoint Investors46,325$2.41M0.79%013F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC45,776$2.38M0.17%+12,11313F-HRTimeline
Delta Investment Management, LLC44,077$2.29M0.46%-1,22413F-HRTimeline
Resonant Capital Advisors, LLC43,478$2.26M0.16%+4513F-HRTimeline
Private Advisory Group LLC43,399$2.25M0.26%-47,95413F-HRTimeline
Activest Wealth Management42,454$2.21M0.59%+113F-HRTimeline
Barry Investment Advisors, LLC42,444$2.2M0.59%+19113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC42,300$2.2M<0.01%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …41,887$2.18M0.04%-17113F-HRTimelineGroup
BRIGHTON JONES LLC40,852$2.12M0.07%-3,92913F-HRTimeline
Graypoint LLC40,474$2.1M0.13%+50813F-HRTimeline
Perigon Wealth Management, LLC40,034$2.08M0.05%+94513F-HRTimeline
PHILADELPHIA TRUST CO39,946$2.08M0.18%-2,60713F-HRTimeline
Samalin Investment Counsel, LLC39,911$2.07M0.84%-3,75613F-HRTimeline
Sierra Capital LLC39,891$2.07M0.25%+3,06613F-HRTimeline
World Investment Advisors39,869$2.07M0.05%+2,81113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC39,797$2.07M0.24%+2,46713F-HRTimeline
WEDBUSH SECURITIES INC39,199$2.04M0.07%+19,57713F-HRTimeline
FIRST MERCHANTS CORP39,087$2.03M0.08%013F-HRTimeline
Palouse Capital Management, Inc.38,739$2.01M1.37%-3513F-HRTimeline
NewEdge Wealth, LLC38,695$2.01M0.04%+28,90013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.38,627$2.01M<0.01%-1,26313F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC37,888$1.97M0.82%+16,44613F-HRTimeline
Providence First Trust Co37,847$1.97M0.8%+1,87613F-HRTimeline
Covenant Asset Management, LLC37,382$1.94M0.49%+2,74613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…37,351$1.94M0.05%+24,33113F-HRTimelineGroup
Fortis Advisors, LLC37,232$1.93M1.26%+68013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources37,037$1.92M<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA35,885$1.86M0.19%+7,26413F-HRTimeline
SYNOVUS FINANCIAL CORP35,750$1.86M0.02%+2,34313F-HRTimeline
RFG Advisory, LLC35,444$1.84M0.05%+27,64013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC35,318$1.83M0.15%-1,30013F-HRTimeline
Aviance Capital Partners, LLC34,828$1.81M0.25%-7413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …34,223$1.79M0.14%-15,52013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,412$1.79M0.02%+1,88713F-HRTimelineGroup
FMR LLCin group FMR LLC33,886$1.76M<0.01%+4,37213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC33,847$1.76M0.16%+13,79113F-HR/ATimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC33,553$1.74M0.46%-44,39213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.33,448$1.74M0.03%-10,83013F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC34,720$1.72M0.15%-1,81413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…32,896$1.71M0.15%+2,56713F-HRTimeline
Snowden Capital Advisors LLC32,887$1.71M0.05%+23,89313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,841$1.71M<0.01%-18,80013F-HRTimelineGroup
HCR Wealth Advisors32,640$1.7M0.22%+1,00913F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…32,232$1.67M0.31%+10013F-HRTimelineGroup
Quartz Partners, LLC31,998$1.66M1.01%+5,77613F-HRTimeline
OneDigital Investment Advisors LLC31,532$1.64M0.02%+13,03713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC31,437$1.63M0.07%new13F-HR/ATimeline
Algorithmic Investment Models, LLC31,330$1.63M1.2%new13F-HRTimeline
Quantinno Capital Management LP31,090$1.61M0.01%-1,54413F-HRTimeline
HFG Wealth Management, LLC33,484$1.61M0.98%+75413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,862$1.6M<0.01%+15,97113F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC30,828$1.6M0.8%+4,50013F-HRTimelineGroup
Pinion Investment Advisors, LLC30,782$1.6M0.35%+17,71213F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding30,637$1.59M+21,972Timeline
SOUTHPORT MANAGEMENT, L.L.C.in group SOUTHPORT MANAGEMENT, L.L.C.30,500$1.58M6.84%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding29,859$1.55M+3,444Timeline
GoalVest Advisory LLC29,623$1.54M0.42%+4,90913F-HRTimeline
AXS Investments LLC29,314$1.52M0.42%-2,11213F-HRTimeline
Arkos Global Advisors28,910$1.5M0.22%013F-HRTimeline
Smart Portfolios, LLC28,714$1.49M1.62%-16313F-HRTimeline
Capital Advisors, Ltd. LLC28,551$1.48M0.2%+2,31013F-HRTimeline
Aurora Private Wealth, Inc.28,501$1.48M1.18%+18113F-HR/ATimeline
NOVEM GROUP28,481$1.48M0.21%+66713F-HRTimeline
Moran Wealth Management, LLC28,422$1.48M0.05%-1,28313F-HRTimeline
Collar Capital Management, LLC28,095$1.46M1.32%+41013F-HRTimeline
Pure Financial Advisors, LLC27,995$1.45M0.03%+53413F-HRTimeline
CWM, LLCin group CWM, LLC27,781$1.44M0.01%-5,08413F-HRTimelineGroup
INGALLS & SNYDER LLC27,760$1.44M0.05%+37313F-HRTimeline
Granite Group Advisors, LLC27,729$1.44M1%+11013F-HRTimeline
Boyce & Associates Wealth Consulting, I…26,904$1.4M1.4%+1,91813F-HRTimeline
NVWM, LLC26,807$1.39M0.37%-21,59213F-HRTimeline
Focus Financial Network, Inc.26,661$1.38M0.06%+11,90313F-HRTimeline
Westside Investment Management, Inc.26,631$1.38M0.29%-77513F-HRTimeline
HARBOUR INVESTMENTS, INC.26,576$1.38M0.04%+11,56713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…26,524$1.38M0.42%-3,25413F-HRTimelineGroup
WMG Financial Advisors, LLC26,476$1.38M0.58%+10,42113F-HRTimeline
CURA WEALTH ADVISORS, LLC26,333$1.37M0.55%013F-HRTimeline
LMCG INVESTMENTS, LLC26,073$1.35M0.09%+5,73713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,925$1.35M0.01%-24613F-HR/ATimelineGroup
Sound Financial Strategies Group, LLC25,876$1.34M1.2%new13F-HRTimeline
First PREMIER Bank25,859$1.34M0.34%013F-HRTimeline
CIBC WORLD MARKET INC.25,851$1.34M<0.01%-82,88013F-HRTimeline
Beirne Wealth Consulting Services, LLC25,782$1.34M0.48%+3,64713F-HRTimeline
NWAM LLC25,717$1.34M0.11%-138,94813F-HRTimeline
Disciplined Investors, L.L.C.25,436$1.32M1.19%+3,27413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,414$1.32M<0.01%-233,56413F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC25,320$1.32M0.04%+9,53713F-HRTimeline
STRATEGY ASSET MANAGERS LLC25,114$1.3M0.27%+73713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.28,852$1.3M<0.01%+6,34013F-HRTimelineGroup
Lavaca Capital LLC24,900$1.29M0.59%-10013F-HRTimeline
ALBION FINANCIAL GROUP /UT24,584$1.28M0.09%+22,64413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,472$1.27M0.3%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…24,483$1.27M0.01%new13F-HRTimeline
Smithfield Trust Co24,442$1.27M0.06%+14,71313F-HRTimeline
Pointe Capital Management LLC24,230$1.26M0.74%-1,37313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23,704$1.23M<0.01%-63113F-HRTimelineGroup
CPA Asset Management Group, LLC23,585$1.23M0.54%013F-HRTimeline
MBA Advisors LLC23,533$1.22M0.61%+2,36413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,508$1.22M0.02%+14,59813F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV25,288$1.19M0.63%-5,34713F-HRTimeline
CENTAURUS FINANCIAL, INC.22,918$1.19M0.07%-1,39613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,765$1.18M<0.01%+7,30213F-HRTimelineGroup
PFG Investments, LLC22,718$1.18M0.08%+6,34413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,538$1.17M0.03%+11,70613F-HRTimeline
Gladstone Institutional Advisory LLC22,497$1.17M0.05%+8,20613F-HRTimeline
Powell Investment Advisors, LLC22,487$1.17M0.57%+4013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,418$1.16M0.02%-16,95113F-HRTimelineGroup
Tyler-Stone Wealth Management22,148$1.15M0.21%+34713F-HRTimeline
Perissos Private Wealth Management, LLC21,956$1.14M1.04%+30713F-HRTimeline
Flaharty Asset Management, LLC21,914$1.14M0.16%+71713F-HRTimeline
DEARBORN PARTNERS LLC21,753$1.13M0.05%-5,70713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC21,693$1.13M0.76%-14813F-HRTimeline
Retirement Planning Group, LLC21,585$1.12M0.05%+8,99713F-HRTimeline
LANARK FINANCIAL, INC.21,306$1.11M0.09%+21,28613F-HRTimeline
Total Wealth Planning & Management, Inc.21,156$1.1M1.13%+92513F-HRTimeline
Tempus Wealth Planning, LLC20,855$1.08M0.32%new13F-HRTimeline
Vigilare Wealth Management20,625$1.07M0.43%+6,32713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.20,537$1.07M0.02%+8,81013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC20,452$1.06M0.01%+65013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,434$1.06M<0.01%-37,33313F-HRTimelineGroup
Integrated Wealth Concepts LLC20,362$1.06M0.01%-19013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,326$1.06M0.04%+52013F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG20,000$1.04M0.02%013F-HRTimelineGroup
Farther Finance Advisors, LLC19,832$1.04M0.03%+1,21013F-HRTimeline
Indie Asset Partners, LLC19,775$1.03M0.89%013F-HRTimeline
FIDUCIENT ADVISORS LLC19,766$1.03M0.13%+12,15713F-HRTimeline
BBR PARTNERS, LLC19,739$1.03M0.07%013F-HRTimeline
PATTEN & PATTEN INC/TN19,639$1.02M0.07%-3,72313F-HRTimeline
Venture Visionary Partners LLC19,545$1.02M0.04%+6,37213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC18,866$980K0.06%+12,57313F-HRTimeline
IEQ CAPITAL, LLC18,806$977K0.01%+8,73913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,523$962K0.01%-4,63913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC18,311$951K0.01%-4,67913F-HRTimeline
FWG Holdings, LLC19,272$948K0.47%+2,03813F-HRTimeline
Tandem Financial, LLC18,120$941K1.03%+4,75713F-HRTimeline
Raab & Moskowitz Asset Management LLC18,060$938K0.24%+39213F-HRTimeline
MCDONALD PARTNERS LLC18,042$937K0.24%+12013F-HRTimeline
Mezzasalma Advisors, LLC17,913$930K0.32%+32713F-HRTimeline
DDFG, Inc17,554$912K0.25%+4,45713F-HRTimeline
Keebeck Wealth Management17,553$912K0.13%+1,66313F-HRTimeline
Provenance Wealth Advisors, LLC17,483$908K0.13%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,064$886K0.01%+1,52513F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,015$884K<0.01%-482,65213F-HRTimelineGroup
Sowell Financial Services LLC17,014$884K0.04%+25013F-HRTimeline
SMITH, MOORE & CO.16,986$882K0.08%+1,92913F-HRTimeline
one8zero8, LLC16,900$878K0.21%+50013F-HRTimeline
Avidian Wealth Enterprises, LLC16,885$877K0.04%-10513F-HRTimeline
Auour Investments LLC18,171$877K0.32%+22313F-HRTimeline
Ashton Thomas Private Wealth, LLC16,819$874K0.03%+4,51613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,808$873K<0.01%-10013F-HRTimelineGroup
Arkadios Wealth Advisors16,722$869K0.03%+9,35613F-HRTimeline
Trilogy Capital Inc.16,665$866K0.05%013F-HRTimeline
Summit Financial, LLC16,627$864K0.02%+25713F-HRTimeline
Wealthspire Retirement, LLC16,383$851K0.07%-54613F-HRTimeline
Wealthfront Advisers LLC16,176$840K<0.01%+1,66413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,747$818K0.06%-5,15713F-HRTimeline
Ulland Investment Advisors, LLC15,586$810K0.68%+66813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/15,563$808K0.17%-54013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE15,527$806K0.15%13F-HRTimeline
Sunbelt Securities, Inc.15,526$806K0.07%-2,97513F-HRTimeline
LaSalle St. Investment Advisors, LLC15,424$801K0.19%+40813F-HRTimeline
Onyx Bridge Wealth Group LLC15,400$800K0.11%-16613F-HRTimeline
McGowan Group Asset Management, Inc.15,233$791K0.1%-2,91713F-HRTimeline
Waldron Private Wealth LLC15,148$787K0.04%-1,11613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC15,136$786K0.54%013F-HRTimeline
Edge Wealth Management LLC14,776$767K0.16%+2013F-HRTimeline
FF Advisors,LLC15,811$758K0.43%+2,51113F-HRTimeline
Kovack Advisors, Inc.14,559$756K0.08%+16813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC14,412$749K0.21%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,375$747K0.27%-18013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,369$746K0.42%+3,27213F-HRTimeline
Operose Advisors LLC14,295$742K0.25%+813F-HRTimeline
MAI Capital Management13,990$727K0.01%+1,41313F-HRTimeline
Future Financial Wealth Managment LLC13,911$723K0.53%new13F-HRTimeline
Argent Advisors, Inc.13,865$720K0.24%013F-HRTimeline
Endowment Wealth Management, Inc.13,745$714K0.46%-1,92413F-HRTimeline
WESPAC Advisors, LLC13,706$712K0.58%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC13,648$709K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC13,592$706K0.25%-1,98813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT13,569$705K0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …13,499$701K0.09%-1,15813F-HRTimelineGroup
Maridea Wealth Management LLC13,487$701K0.23%+43613F-HRTimeline
Miller Investment Management, LP13,356$694K0.08%013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.13,320$692K0.26%new13F-HRTimeline
Hamilton Wealth, LLC13,303$691K0.17%+53613F-HRTimeline
Gateway Wealth Partners, LLC13,225$687K0.15%+11113F-HRTimeline
Valtrion Capital Management, LLC13,203$686K0.92%-3,69013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC13,114$681K0.27%+3,18613F-HR/ATimeline
Novak & Powell Financial Services, Inc.13,089$680K0.42%+67413F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,011$676K0.02%+5,21313F-HRTimeline
Americana Partners, LLC12,887$669K0.03%-17,16913F-HRTimeline
GTS SECURITIES LLC12,868$668K0.03%new13F-HRTimeline
EVEXIA WEALTH LLC14,100$665K0.24%+41613F-HRTimeline
Joel Isaacson & Co., LLC12,800$665K0.03%new13F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC12,742$662K0.63%+8313F-HRTimeline