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
HFG Wealth Management, LLC15,478$803K0.81%-19,57113F-HRTimeline
CPA Asset Management Group, LLC15,424$800K0.23%013F-HRTimeline
Collaborative Capital Advisors LLC15,406$799K0.5%13F-HRTimeline
Ausdal Financial Partners, Inc.15,203$788K0.03%+6,32113F-HRTimeline
L & S Advisors Inc15,173$787K0.08%-87,08513F-HRTimeline
Fortis Advisors, LLC15,161$786K0.37%+28313F-HRTimeline
Tempus Wealth Planning, LLC15,111$784K0.15%-15,00013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,056$781K0.02%-6,33013F-HRTimelineGroup
OneDigital Investment Advisors LLC14,991$777K0.01%+3,22313F-HRTimeline
VestGen Advisors, LLC14,982$777K0.02%+2,22213F-HRTimeline
HEFFERNAN ADVISORY, INC14,928$774K0.65%-80813F-HRTimeline
Cordoba Advisory Partners LLC14,742$764K0.16%+25913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,738$764K<0.01%-14613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,801$764K<0.01%+50113F-HRTimelineGroup
Atria Investments, Inc14,700$762K0.01%+10,72813F-HRTimeline
Allred Capital Management, LLC14,658$760K0.25%+2,56713F-HRTimeline
Trilogy Capital Inc.14,532$753K0.03%+9213F-HRTimeline
Hurley Capital, LLC14,519$753K0.39%+67813F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,360$745K0.22%-1913F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC14,342$744K0.18%+25413F-HRTimeline
Hamilton Wealth, LLC14,183$735K0.13%+17313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,142$733K<0.01%+4,79013F-HRTimelineGroup
Fort Sheridan Advisors LLC13,819$716K0.08%+1,50213F-HRTimeline
FF Advisors,LLC13,788$715K0.27%013F-HRTimeline
Pinion Investment Advisors, LLC13,744$713K0.14%+18113F-HRTimeline
Rockport Wealth LLC13,743$713K0.12%+80913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,686$710K0.02%+1,30113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD13,665$709K0.01%new13F-HRTimeline
Ethos Financial Group, LLC13,158$707K0.05%+2,45313F-HRTimeline
Fiduciary Group, LLC13,450$697K0.05%+2,70013F-HRTimeline
Vigilare Wealth Management13,121$680K0.21%013F-HRTimeline
Miller Investment Management, LP13,079$678K0.06%013F-HRTimeline
Thompson David Blair13,017$675K0.34%+25813F-HRTimeline
Operose Advisors LLC12,980$673K0.13%+1,89213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC12,880$668K0.18%+2,09013F-HRTimeline
Meadowbrook Wealth Management, LLC12,883$665K0.72%+1,25013F-HRTimeline
Endowment Wealth Management, Inc.12,809$664K0.26%+29313F-HRTimeline
Ballast Rock Private Wealth LLC12,759$662K0.31%013F-HRTimeline
Retirement Planning Group, LLC12,709$659K0.02%+29713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,708$659K0.24%+17413F-HRTimeline
Venture Visionary Partners LLC12,689$658K0.02%+7513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO12,605$654K0.16%+77013F-HRTimeline
Maridea Wealth Management LLC12,575$652K0.07%-1,49613F-HRTimeline
BOKF, NAin group BOKF, NA12,495$648K0.01%013F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC12,494$648K0.48%+24613F-HRTimeline
Sunbeam Capital Management, LLC12,261$636K0.29%-19013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,218$634K0.01%+1,44113F-HRTimelineGroup
Advocacy Wealth Management, LLC12,180$632K0.02%+69613F-HRTimeline
Texas Bank & Trust Co12,064$626K0.21%+4,85013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,000$622K<0.01%013F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,962$620K0.14%-36613F-HRTimeline
DDFG, Inc11,884$616K0.12%-2,46713F-HRTimeline
Provenance Wealth Advisors, LLC11,880$616K0.06%013F-HRTimeline
VestGen Investment Management11,857$615K0.33%+4,58913F-HRTimeline
J2 Capital Management Inc11,729$608K0.41%+10813F-HRTimeline
Patriot Financial Group Insurance Agenc…11,150$578K0.06%-11,15013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,941$567K<0.01%013F-HRTimeline
Edge Wealth Management LLC10,899$565K0.1%+1,60913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.10,863$564K0.01%+513F-HRTimeline
Waldron Private Wealth LLC10,847$562K0.02%013F-HRTimeline
Lionhunter Capital Management, LLC10,800$560K0.25%13F-HRTimeline
Aspen Wealth Management LLC10,729$556K0.09%013F-HRTimeline
WEALTH EFFECTS LLC10,694$555K0.15%-6113F-HRTimeline
Walker Asset Management, LLC10,672$553K0.28%-13513F-HRTimeline
Advyzon Investment Management, LLC10,666$553K0.04%-76413F-HRTimeline
Strategic Wealth Partners, Ltd.10,608$550K0.03%-47913F-HRTimeline
Beaumont Financial Advisors, LLC10,595$549K0.03%+63313F-HRTimeline
Arete Wealth Advisors, LLC10,562$548K0.04%-98913F-HR/ATimeline
Parallel Advisors, LLC10,530$546K0.01%-16,58813F-HRTimeline
PATTEN & PATTEN INC/TN10,444$542K0.03%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,000$540K0.02%013F-HRTimeline
Segment Wealth Management, LLC10,375$538K0.03%013F-HRTimeline
SAXON INTERESTS, INC.10,364$537K0.15%+36213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,321$535K0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,269$532K<0.01%-9213F-HRTimelineGroup
Register Financial Advisors LLC10,256$532K0.16%+3113F-HRTimeline
Abel Hall, LLC10,200$529K0.09%013F-HRTimeline
Bramshill Investments, LLC10,193$529K0.04%+19313F-HRTimeline
Independent Advisor Alliance10,141$526K0.01%-126,89613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,128$525K<0.01%-58213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,080$523K<0.01%013F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/10,078$523K0.21%-2913F-HRTimeline
Ballew Advisors, Inc10,032$522K0.27%013F-HRTimeline
Meridian Wealth Management, LLC10,063$522K0.02%+3,37413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,026$520K0.05%+2,72513F-HRTimeline
Castleview Partners, LLC9,929$515K0.23%+42513F-HRTimeline
Advisory Advocates, LLC9,793$508K0.44%-20013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC9,785$507K0.4%+22313F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.9,753$506K0.21%+62513F-HRTimeline
Arlington Financial Advisors, LLC9,500$493K0.06%013F-HRTimeline
Total Clarity Wealth Management, Inc.9,473$491K0.1%-42013F-HRTimeline
Investment Planning Advisors, Inc.9,345$485K0.11%-2013F-HRTimeline
Gateway Wealth Partners, LLC9,304$482K0.03%-9,42413F-HRTimeline
URS Advisory LLC9,303$482K0.27%-12913F-HRTimeline
Kastel Capital Advisors, LLC9,104$479K0.3%+2513F-HRTimeline
Opal Wealth Advisors, LLC9,164$475K0.1%+59513F-HRTimeline
Vise Technologies, Inc.9,075$471K0.01%+1,15313F-HRTimeline
MCDONALD PARTNERS LLC9,000$467K0.11%013F-HRTimeline
Savvy Advisors, Inc.8,954$464K0.01%-1,74413F-HRTimeline
SAPIENT CAPITAL LLC8,949$464K0.01%013F-HR/ATimeline
Aspen Grove Capital, LLC8,930$463K0.07%013F-HRTimeline
STAR Financial Bank8,804$456K0.19%-76213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC8,749$454K0.04%-49813F-HRTimeline
Innovative Asset Advisors Group, LLC8,726$452K0.2%+10513F-HRTimeline
Latitude Advisors, LLC8,691$451K0.18%+1,37913F-HRTimeline
Simplicity Wealth,LLC8,684$450K0.02%+16413F-HRTimeline
HB Wealth Management, LLC8,674$450K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC8,650$449K0.33%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,625$447K0.31%013F-HRTimeline
Ergawealth Advisors, Inc.8,579$445K0.17%-37513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC8,536$443K0.06%-9213F-HRTimeline
Capital Investment Advisory Services, L…8,535$443K0.03%-1,29013F-HRTimeline
DOVER ADVISORS, LLC9,368$440K0.18%-1,35813F-HRTimeline
Merit Financial Group, LLC8,420$437K<0.01%+2,64613F-HR/ATimeline
Prepared Retirement Institute LLC8,413$436K0.19%+20313F-HRTimeline
Pure Financial Advisors, LLC8,340$432K0.01%+413F-HRTimeline
RFP Financial Group LLC8,289$430K0.19%013F-HRTimeline
AssuredPartners Investment Advisors, LLC8,216$426K0.04%-40313F-HRTimeline
Index Technologies Group LLC8,211$426K0.34%+4513F-HRTimeline
Summit Investment Advisory Services, LLC8,194$425K0.11%+10313F-HRTimeline
Oregon Pacific Wealth Management, LLC8,162$423K0.4%+1,99713F-HRTimeline
Kercheville Advisors, LLC8,150$423K0.13%013F-HRTimeline
WESBANCO BANK INC8,148$422K0.01%+50013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,141$422K0.05%013F-HR/ATimeline
Keystone Financial Group8,104$420K0.02%+91313F-HRTimeline
First Western Trust Bank8,000$415K0.02%013F-HRTimeline
Florida Trust Wealth Management Co8,000$415K0.01%-7113F-HRTimeline
Pingora Partners LLC7,918$411K0.24%+6013F-HRTimeline
Keudell/Morrison Wealth Management7,892$409K0.08%+2,31513F-HRTimeline
Shulman DeMeo Asset Management LLC7,720$400K0.07%-27213F-HRTimeline
Teamwork Financial Advisors, LLC7,669$398K0.04%-19413F-HRTimeline
TME FINANCIAL, INC.7,620$395K0.24%-35713F-HRTimeline
J. L. Bainbridge & Co., Inc.7,568$392K0.03%+1,88813F-HRTimeline
GENTRY PRIVATE WEALTH, LLC7,568$392K0.2%-22813F-HRTimeline
CAPITAL ADVISORS INC/OK7,563$392K0.01%+20013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,500$389K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…7,471$386K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,423$385K0.02%-17113F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,310$379K0.07%new13F-HR/ATimeline
ALONGSIDE, LLC7,310$379K0.07%13F-HRTimeline
Mach-1 Financial Group, LLC7,310$379K0.15%-55013F-HRTimeline
COURIER CAPITAL LLC7,279$377K0.02%+7413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,243$376K-58Timeline
Alpha Omega Wealth Management LLC7,186$373K0.06%+4713F-HRTimeline
Visionary Wealth Advisors7,180$372K0.01%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,155$371K0.06%+9613F-HRTimeline
RDA Financial Network7,107$368K0.08%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,100$368K<0.01%013F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC7,070$367K0.21%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,020$364K0.04%+12013F-HRTimeline
Clear Trail Advisors, LLC6,995$363K0.06%+5213F-HRTimeline
Integrity Advisory Solutions, LLC6,937$360K0.04%013F-HRTimeline
Burnham & Co LLC6,844$355K0.29%13F-HRTimeline
STABLEFORD CAPITAL II LLC6,829$354K0.12%-11313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,800$353K0.01%+1413F-HRTimelineGroup
Fort Point Capital Partners LLC6,792$352K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,758$350K<0.01%+313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,736$349K0.03%-75313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,573$341K<0.01%-27513F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.6,502$337K0.11%+1,18313F-HRTimeline
Mayfair Advisory Group, LLC6,079$334K0.1%013F-HRTimeline
LongView Wealth Management6,435$334K0.09%+40313F-HRTimeline
Sequoia Financial Advisors, LLC6,432$334K<0.01%+1,99013F-HRTimeline
Independent Wealth Network Inc.6,375$331K0.08%+1013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,329$328K<0.01%+1113F-HRTimelineGroup
K.J. Harrison & Partners Inc6,314$327K0.05%013F-HRTimeline
PMG Family Office LLC6,197$321K0.3%013F-HRTimeline
SOA Wealth Advisors, LLC.319,249$319K0.05%+57,45113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,114$317K0.01%-16613F-HRTimeline
Crusonia Wealth Advisors LLC6,107$317K0.05%+69213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,098$316K0.01%+1,55213F-HRTimeline
FFT WEALTH MANAGEMENT LLC6,065$314K0.05%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT6,061$314K0.02%013F-HRTimeline
IHT Wealth Management, LLC6,030$313K0.01%-1,68513F-HRTimeline
MPS Loria Financial Planners, LLC6,027$313K0.07%+27113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,000$311K0.04%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT5,941$308K0.13%+1,53413F-HRTimeline
SIGNATUREFD, LLC5,937$308K<0.01%+5,87213F-HRTimeline
Rossby Financial, LCC5,892$306K0.06%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,880$305K0.03%+47813F-HRTimeline
Capital Asset Advisory Services LLC5,832$302K0.01%+1,68013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,830$302K0.09%-45013F-HRTimeline
L.K. Benson & Company, P.C.5,818$302K0.09%-3,04813F-HRTimeline
Sound Income Strategies, LLC5,760$299K0.01%+3,21813F-HRTimeline
Obermeyer Wealth Partners5,726$297K0.01%-46413F-HRTimeline
Krilogy Financial LLC5,692$295K0.01%-4213F-HRTimeline
Premier Path Wealth Partners, LLC5,659$293K0.03%+2413F-HRTimeline
Richard C. Young & CO., LTD.5,608$291K0.02%+3113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC5,600$290K0.11%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,594$290K0.02%+913F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC5,588$290K0.15%13F-HRTimeline
Nalls Sherbakoff Group, LLC5,551$288K0.2%+713F-HRTimeline
Washington Trust Advisors, Inc.5,539$287K0.02%-12813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,482$284K0.05%+2313F-HRTimeline
Reyes Financial Architecture, Inc.5,379$279K0.16%-19,72213F-HRTimeline
INVESTED ADVISORS5,312$275K0.24%+1,48013F-HRTimeline
Hilltop National Bank5,300$275K0.06%013F-HRTimeline
SFMG, LLC5,219$271K0.02%-59013F-HRTimeline
SUMMIT SECURITIES GROUP LLC5,200$270K0.05%new13F-HRTimeline
Westbourne Investment Advisors, Inc.5,200$270K0.07%-2,50013F-HRTimeline