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Disclosery

AMLP ALPS ETF TR

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ALERIAN MLP (fund)

730 managers (739 13F filers) reported a position in AMLP shares at 2025-06-30, 105,979,806 shares in all. 61 filers opened a position and 58 filers sold out during the quarter.

Managers
730
13F filers
739
New
61
Added
334
Reduced
206
Sold out
58
Shares held by filers
105,979,806

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …51,681$2.53M0.34%+38,18213F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC51,179$2.5M0.36%+3,11413F-HRTimeline
Quantinno Capital Management LP50,768$2.48M0.01%+19,67813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC49,915$2.44M0.55%+16,36213F-HRTimeline
Barry Investment Advisors, LLC47,733$2.33M0.58%+5,28913F-HRTimeline
Bollard Group LLC47,669$2.33M0.05%+62713F-HRTimeline
Blue Trust, Inc.47,379$2.31M0.03%-3,65813F-HRTimeline
ArchPoint Investors46,325$2.26M0.67%013F-HRTimeline
SYNOVUS FINANCIAL CORP46,252$2.26M0.03%+10,50213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC46,035$2.25M0.22%+6,23813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,251$2.16M0.04%+6,90013F-HRTimelineGroup
FMR LLCin group FMR LLC43,965$2.15M<0.01%+10,07913F-HRTimelineGroup
Activest Wealth Management43,906$2.15M0.52%+1,45213F-HRTimeline
Compound Planning, Inc.43,703$2.14M0.08%-4,82513F-HRTimeline
Sierra Capital LLC43,681$2.13M0.25%+3,79013F-HRTimeline
Resonant Capital Advisors, LLC43,528$2.13M0.14%+5013F-HRTimeline
BRIGHTON JONES LLC42,598$2.08M0.06%+1,74613F-HRTimeline
Delta Investment Management, LLC41,861$2.05M0.39%-2,21613F-HRTimeline
RFG Advisory, LLC41,710$2.04M0.05%+6,26613F-HRTimeline
WEDBUSH SECURITIES INC41,428$2.02M0.07%+2,22913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …41,362$2.02M0.03%-52513F-HRTimelineGroup
Samalin Investment Counsel, LLC41,251$2.02M0.77%+1,34013F-HRTimeline
Graypoint LLC41,163$2.01M0.11%+68913F-HRTimeline
Quartz Partners, LLC41,147$2.01M0.92%+9,14913F-HRTimeline
Perigon Wealth Management, LLC40,657$1.99M0.05%+62313F-HRTimeline
Main Street Financial Solutions, LLC39,919$1.95M0.14%-6,74113F-HRTimeline
NewEdge Wealth, LLC38,846$1.9M0.03%+15113F-HRTimeline
Palouse Capital Management, Inc.38,841$1.9M1.25%+10213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.38,823$1.9M0.12%-11,56213F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…38,625$1.89M1.37%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC38,622$1.89M0.15%+4,77513F-HRTimeline
PHILADELPHIA TRUST CO38,387$1.88M0.14%-1,55913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources38,235$1.87M<0.01%+1,19813F-HRTimelineGroup
Covenant Asset Management, LLC38,075$1.86M0.38%+69313F-HRTimeline
OAK FAMILY ADVISORS, LLC37,954$1.85M0.67%+6613F-HRTimeline
Providence First Trust Co37,827$1.85M0.65%-2013F-HRTimeline
AXS Investments LLC37,666$1.84M0.75%+8,35213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,687$1.79M0.02%+2,27513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.36,186$1.77M<0.01%-2,44113F-HRTimelineGroup
Heartwood Wealth Advisors LLC35,731$1.75M0.18%-26,31513F-HRTimeline
HC Advisors, LLC35,479$1.73M1.22%new13F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC35,318$1.73M0.12%013F-HRTimeline
Baker Avenue Asset Management, LP34,795$1.7M0.05%new13F-HRTimeline
HFG Wealth Management, LLC32,422$1.68M1.03%-1,06213F-HRTimeline
Aviance Capital Partners, LLC33,314$1.63M0.21%-1,51413F-HRTimeline
INGALLS & SNYDER LLC33,060$1.61M0.06%+5,30013F-HRTimeline
PRIVATE TRUST CO NA32,817$1.6M0.15%-3,06813F-HRTimeline
Plan Group Financial, LLC32,572$1.59M0.52%new13F-HRTimeline
Westside Investment Management, Inc.32,613$1.59M0.3%+5,98213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,536$1.59M0.06%+1,09913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC32,446$1.59M0.12%-2,27413F-HRTimeline
HCR Wealth Advisors32,396$1.58M0.19%-24413F-HRTimeline
Cresset Asset Management, LLC32,104$1.57M0.01%+22,96213F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,011$1.52M<0.01%+14913F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding30,973$1.51M+336Timeline
Moran Wealth Management, LLC30,780$1.5M0.05%+2,35813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC30,669$1.5M0.04%+21,89513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…30,600$1.5M0.12%-2,29613F-HRTimeline
SOUTHPORT MANAGEMENT, L.L.C.in group SOUTHPORT MANAGEMENT, L.L.C.30,500$1.49M7.28%013F-HRTimelineGroup
Clare Market Investments LLC30,290$1.48M0.33%-16,14213F-HRTimeline
GoalVest Advisory LLC30,132$1.47M0.36%+50913F-HRTimeline
Pure Financial Advisors, LLC30,015$1.47M0.03%+2,02013F-HRTimeline
OneDigital Investment Advisors LLC29,970$1.46M0.02%-1,56213F-HRTimeline
CIBC WORLD MARKET INC.29,916$1.46M<0.01%+4,06513F-HRTimeline
Capital Advisors, Ltd. LLC29,715$1.45M0.18%+1,16413F-HRTimeline
WMG Financial Advisors, LLC29,526$1.44M0.53%+3,05013F-HRTimeline
NOVEM GROUP29,521$1.44M0.18%+1,04013F-HRTimeline
Dynamic Advisor Solutions LLC29,434$1.44M0.04%+4,11413F-HRTimeline
LMCG INVESTMENTS, LLC29,433$1.44M0.09%+3,36013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd29,345$1.43M0.02%+22,54513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Collar Capital Management, LLC29,162$1.42M1.2%+1,06713F-HRTimeline
Glaxis Capital Management, LLC29,000$1.42M1.89%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,989$1.42M<0.01%-3,85213F-HRTimelineGroup
Arkos Global Advisors28,910$1.41M0.2%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.28,852$1.41M<0.01%013F-HRTimelineGroup
Aurora Private Wealth, Inc.28,830$1.41M1.04%+32913F-HRTimeline
IEQ CAPITAL, LLC28,634$1.4M0.01%+9,82813F-HRTimeline
Focus Financial Network, Inc.28,192$1.38M0.05%+1,53113F-HRTimeline
Smart Portfolios, LLC28,129$1.37M1.38%-58513F-HRTimeline
Boyce & Associates Wealth Consulting, I…28,116$1.37M1.25%+1,21213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,111$1.37M0.03%+5,57313F-HRTimeline
Retirement Planning Group, LLC27,897$1.36M0.06%+6,31213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding27,482$1.34M-2,377Timeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …27,443$1.34M0.29%+2,97113F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…26,973$1.32M0.37%+44913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,396$1.29M0.05%+9,57713F-HRTimeline
Gladstone Institutional Advisory LLC26,378$1.29M0.05%+3,88113F-HRTimeline
HARBOUR INVESTMENTS, INC.26,342$1.29M0.03%-23413F-HRTimeline
CURA WEALTH ADVISORS, LLC26,300$1.29M0.6%-3313F-HRTimeline
Granite Group Advisors, LLC26,093$1.27M0.77%-1,63613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,930$1.27M0.01%+513F-HR/ATimelineGroup
First PREMIER Bank25,859$1.26M0.31%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.25,791$1.26M<0.01%+2,08713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,742$1.26M0.02%+2,23413F-HRTimelineGroup
Disciplined Investors, L.L.C.25,304$1.24M0.96%-13213F-HRTimeline
STRATEGY ASSET MANAGERS LLC25,288$1.24M0.23%+17413F-HRTimeline
Snowden Capital Advisors LLC25,192$1.23M0.04%-7,69513F-HRTimeline
HANCOCK WHITNEY CORP25,002$1.22M0.02%-38,94913F-HRTimeline
SIG BROKERAGE, LP25,000$1.22M0.34%new13F-HRTimeline
Sound Financial Strategies Group, LLC24,957$1.22M1.03%-91913F-HRTimeline
CWM, LLCin group CWM, LLC24,899$1.22M<0.01%-2,88213F-HRTimelineGroup
Lavaca Capital LLC24,900$1.22M0.5%013F-HR/ATimeline
Smithfield Trust Co24,742$1.21M0.06%+30013F-HRTimeline
Avidian Wealth Enterprises, LLC24,748$1.21M0.05%+7,86313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV24,549$1.2M0.56%-73913F-HRTimeline
NVWM, LLC24,466$1.2M0.29%-2,34113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC24,263$1.19M0.54%-6,56513F-HRTimelineGroup
Pointe Capital Management LLC24,258$1.19M0.62%+2813F-HRTimeline
ALBION FINANCIAL GROUP /UT24,239$1.18M0.08%-34513F-HRTimeline
MBA Advisors LLC23,787$1.16M0.54%+25413F-HRTimeline
CPA Asset Management Group, LLC23,585$1.15M0.48%013F-HRTimeline
PFG Investments, LLC23,540$1.15M0.07%+82213F-HRTimeline
Beirne Wealth Consulting Services, LLC23,404$1.14M0.37%-2,37813F-HRTimeline
CENTAURUS FINANCIAL, INC.23,325$1.14M0.07%+40713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,181$1.13M0.05%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/23,071$1.13M<0.01%+30613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…22,796$1.11M<0.01%-1,68713F-HRTimeline
Total Wealth Planning & Management, Inc.22,588$1.1M0.95%+1,43213F-HRTimeline
Perissos Private Wealth Management, LLC22,576$1.1M0.87%+62013F-HRTimeline
Powell Investment Advisors, LLC22,531$1.1M0.41%+4413F-HRTimeline
Tyler-Stone Wealth Management22,527$1.1M0.18%+37913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,418$1.1M0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors22,379$1.09M0.03%+5,65713F-HRTimeline
HOLDERNESS INVESTMENTS CO22,154$1.08M0.23%+10,35813F-HRTimeline
Americana Partners, LLC21,758$1.06M0.04%+8,87113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC21,693$1.06M0.68%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC21,631$1.06M0.06%+2,76513F-HRTimeline
LANARK FINANCIAL, INC.21,543$1.05M0.09%+23713F-HRTimeline
Summit Financial, LLC21,126$1.03M0.02%+4,49913F-HRTimeline
Gotham Asset Management, LLC21,028$1.03M0.01%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,000$1.03M0.01%+9,96613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC20,932$1.02M0.01%+48013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC20,711$1.01M0.16%-226,30513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,536$1M0.04%+21013F-HRTimelineGroup
Vigilare Wealth Management20,225$988K0.37%-40013F-HRTimeline
DEARBORN PARTNERS LLC20,150$985K0.05%-1,60313F-HRTimeline
Tempus Wealth Planning, LLC20,111$983K0.24%-74413F-HRTimeline
Integrated Wealth Concepts LLC20,110$983K0.01%-25213F-HRTimeline
TT Capital Management LLC20,095$982K0.8%new13F-HR/ATimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG20,000$977K0.02%013F-HRTimelineGroup
Tandem Financial, LLC19,953$975K0.92%+1,83313F-HRTimeline
BBR PARTNERS, LLC19,739$964K0.06%013F-HRTimeline
Farther Finance Advisors, LLC19,708$963K0.02%-12413F-HRTimeline
Venture Visionary Partners LLC19,701$963K0.04%+15613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,364$946K0.06%-14,85913F-HR/ATimeline
PATTEN & PATTEN INC/TN19,099$933K0.06%-54013F-HRTimeline
Ulland Investment Advisors, LLC19,098$933K0.71%+3,51213F-HRTimeline
FIRST MERCHANTS CORP19,087$933K0.04%-20,00013F-HRTimeline
J.Safra Asset Management Corp19,008$929K0.06%new13F-HR/ATimeline
CWA Asset Management Group, LLC18,894$923K0.04%new13F-HRTimeline
Claris Financial LLC18,662$912K0.69%+9,92513F-HRTimeline
Indie Asset Partners, LLC18,525$905K1.65%-1,25013F-HRTimeline
EVEXIA WEALTH LLC18,318$900K0.28%+4,21813F-HRTimeline
Auour Investments LLC18,335$896K0.31%+16413F-HRTimeline
Sunbelt Securities, Inc.18,501$891K0.08%+2,97513F-HRTimeline
Keebeck Wealth Management18,218$890K0.12%+66513F-HRTimeline
MCDONALD PARTNERS LLC18,178$888K0.21%+13613F-HRTimeline
Mezzasalma Advisors, LLC18,070$883K0.27%+15713F-HRTimeline
DDFG, Inc17,722$866K0.22%+16813F-HRTimeline
Bramshill Investments, LLC17,500$855K0.09%+6,00013F-HRTimeline
Raab & Moskowitz Asset Management LLC17,438$852K0.2%-62213F-HRTimeline
one8zero8, LLC17,400$850K0.2%+50013F-HRTimeline
RWA WEALTH PARTNERS, LLC17,371$849K0.01%-94013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC17,261$843K0.53%+5,38913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,064$834K0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,911$826K<0.01%+10313F-HRTimelineGroup
Good Life Advisors, LLC16,565$809K0.05%+6,96613F-HRTimeline
Trilogy Capital Inc.16,465$804K0.04%-20013F-HRTimeline
Atria Wealth Solutions, Inc.16,419$803K0.02%-43,69113F-HRTimeline
Wealthspire Retirement, LLC16,348$799K0.05%-3513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd16,260$794K0.02%new13F-HRTimelineGroup
SMITH, MOORE & CO.16,202$792K0.07%-78413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,190$791K0.01%-2,33313F-HRTimelineGroup
Waverly Advisors, LLC16,078$786K0.01%+6,88313F-HRTimeline
Onyx Bridge Wealth Group LLC15,953$779K0.1%+55313F-HRTimeline
FF Advisors,LLC15,811$773K0.4%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,696$767K<0.01%-140,60813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC15,589$762K0.05%+8,35013F-HRTimeline
Pinion Investment Advisors, LLC15,511$758K0.26%-15,27113F-HRTimeline
LaSalle St. Investment Advisors, LLC15,506$757K0.21%+8213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/15,438$754K0.15%-12513F-HRTimeline
STAR Financial Bank15,437$754K0.48%+6,64813F-HRTimeline
McGowan Group Asset Management, Inc.15,237$744K0.09%+413F-HRTimeline
Waldron Private Wealth LLC15,148$740K0.03%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC15,136$740K0.46%013F-HRTimeline
Advyzon Investment Management, LLC15,031$734K0.16%+1,43913F-HRTimeline
Sowell Financial Services LLC14,895$728K0.03%-2,11913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14,558$711K0.05%+1,75413F-HRTimeline
WealthTrust Axiom LLC14,554$711K0.21%+2,13413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,526$710K0.36%+15713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC14,412$704K0.18%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,386$703K0.24%+1113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,336$700K<0.01%-6,09813F-HRTimelineGroup
Whalen Wealth Management Inc.14,268$697K0.44%new13F-HRTimeline
Argent Advisors, Inc.14,102$689K0.21%+23713F-HRTimeline
Fortis Advisors, LLC14,001$684K0.44%-23,23113F-HRTimeline
Merit Financial Group, LLC13,879$678K0.01%+1,58813F-HRTimeline
WESPAC Advisors, LLC13,853$677K0.47%+14713F-HRTimeline
Wealthfront Advisers LLC13,817$675K<0.01%-2,35913F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,704$670K0.02%+69313F-HRTimeline