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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
Walker Asset Management, LLC11,666$562K0.35%-73013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,572$557K<0.01%-13,64213F-HRTimelineGroup
Wealth Advisory Solutions, LLC11,500$554K0.16%013F-HRTimeline
Strategic Wealth Partners, Ltd.10,622$546K0.05%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC11,317$545K0.12%-15713F-HRTimeline
Anthracite Investment Company, Inc.11,240$541K0.27%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,199$539K<0.01%+2,52513F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC11,097$534K0.29%+1,76013F-HRTimeline
Avior Wealth Management, LLC11,086$534K0.02%+1,31113F-HRTimeline
Stonegate Investment Group, LLC11,037$532K0.01%013F-HRTimeline
Aveo Capital Partners, LLC10,981$529K0.06%+3613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,941$527K<0.01%013F-HRTimeline
Kercheville Advisors, LLC10,900$525K0.2%+7513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,832$522K0.01%-24,09513F-HRTimeline
Empire Financial Management Company, LLC10,800$520K0.16%013F-HRTimeline
Ballew Advisors, Inc10,467$519K0.33%-58013F-HRTimeline
WealthTrust Axiom LLC10,740$517K0.15%-35013F-HRTimeline
Fiduciary Group, LLC10,650$513K0.05%+30013F-HRTimeline
Fort Point Capital Partners LLC10,646$513K0.06%-22213F-HRTimeline
AssuredPartners Investment Advisors, LLC10,482$505K0.1%13F-HRTimeline
Anchor Investment Management, LLC10,406$501K0.05%-16713F-HRTimeline
Segment Wealth Management, LLC10,375$500K0.03%013F-HRTimeline
TME FINANCIAL, INC.10,388$490K0.46%13F-HRTimeline
BARD ASSOCIATES INC10,135$488K0.17%+1,91213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,069$485K0.12%+30713F-HRTimelineGroup
IEQ CAPITAL, LLC10,067$485K<0.01%+9813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,000$482K0.01%013F-HRTimeline
Douglass Winthrop Advisors, LLC10,000$482K0.01%+2,94513F-HRTimeline
Good Life Advisors, LLC9,972$480K0.03%+52413F-HRTimeline
Mach-1 Financial Group, LLC9,946$479K0.86%-54113F-HRTimeline
IHT Wealth Management, LLC9,943$479K0.02%-63013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC9,928$478K0.26%-5,77313F-HRTimeline
NewEdge Wealth, LLC9,795$472K0.01%013F-HRTimeline
Mutual Advisors, LLC9,154$471K0.01%-6,42913F-HRTimeline
CoreCap Advisors, LLC9,779$471K0.02%+8,53713F-HRTimeline
Smithfield Trust Co9,729$469K0.02%013F-HRTimeline
Quantum Portfolio Management LLC9,734$469K0.25%-4613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,428$454K<0.01%-4,14713F-HRTimelineGroup
Waverly Advisors, LLC9,378$452K0.01%new13F-HRTimeline
Register Financial Advisors LLC9,213$444K0.22%+1,77913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,180$442K0.26%13F-HRTimeline
FSA Investment Group, LLC8,746$442K0.38%13F-HRTimeline
Teamwork Financial Advisors, LLC9,147$440K0.06%-45213F-HRTimeline
Provident Wealth Management, LLC9,130$440K0.15%-2,90413F-HRTimeline
Visionary Wealth Advisors9,026$435K0.03%-19713F-HRTimeline
Mattern Wealth Management LLC9,000$433K0.1%+3,30013F-HRTimeline
Snowden Capital Advisors LLC8,994$433K0.01%+10713F-HRTimeline
SAPIENT CAPITAL LLC8,949$431K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,910$429K0.01%-36,54213F-HRTimelineGroup
Prepared Retirement Institute LLC8,850$426K0.24%+813F-HRTimeline
STAR Financial Bank8,789$423K0.3%new13F-HRTimeline
TRUE Private Wealth Advisors8,761$422K0.05%+11113F-HRTimeline
Claris Financial LLC8,737$421K0.28%13F-HRTimeline
Opal Wealth Advisors, LLC8,731$420K0.13%-43613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding8,665$417K+400Timeline
Invst, LLC8,653$417K0.05%-7513F-HRTimeline
Windsor Advisory Group, LLC8,650$417K0.48%-85013F-HRTimeline
COURIER CAPITAL LLC8,533$411K0.03%-4613F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC8,525$411K0.08%013F-HRTimeline
EPIQ Capital Group, LLC8,459$407K0.11%+16513F-HRTimeline
Oregon Pacific Wealth Management, LLC8,396$404K0.4%13F-HRTimeline
SeaCrest Wealth Management, LLC8,342$402K0.04%+2,55813F-HRTimeline
RFP Financial Group LLC8,289$399K0.16%013F-HRTimeline
Allred Capital Management, LLC8,152$393K0.15%+24613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,141$392K0.05%013F-HRTimeline
Global Trust Asset Management, LLC8,130$392K0.15%013F-HRTimeline
Pingora Partners LLC8,028$387K0.25%-2013F-HRTimeline
Capital Investment Advisory Services, L…8,024$386K0.04%+22213F-HRTimeline
Ergawealth Advisors, Inc.8,009$386K0.19%new13F-HRTimeline
L.K. Benson & Company, P.C.8,007$386K0.27%13F-HRTimeline
Florida Trust Wealth Management Co8,000$385K0.01%-2,00013F-HRTimeline
Edge Capital Group, LLC7,993$385K0.02%+2,42113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC7,937$382K0.28%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,936$382K<0.01%+2,14113F-HRTimelineGroup
Aspen Grove Capital, LLC7,930$382K0.08%-1,66013F-HRTimeline
Sequoia Financial Advisors, LLC7,843$378K<0.01%+57613F-HR/ATimeline
RFG Advisory, LLC7,804$376K0.01%-1,52513F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,798$376K0.01%+6,94013F-HRTimeline
Greystone Financial Group, LLC7,785$375K0.07%-25413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,778$375K<0.01%+56713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,764$374K0.05%-1,61013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,660$369K<0.01%new13F-HRTimeline
FIDUCIENT ADVISORS LLC7,609$366K0.05%-10,06813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC7,500$361K0.1%013F-HRTimeline
HOLDERNESS INVESTMENTS CO7,492$361K0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,375$355K0.01%+5,16913F-HRTimelineGroup
Arkadios Wealth Advisors7,366$355K0.02%+2513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,348$354K0.3%-55,08413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,291$351K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC7,273$350K0.01%-19513F-HRTimeline
Keystone Financial Group7,271$350K0.03%-20513F-HRTimeline
Moloney Securities Asset Management, LLC7,250$349K0.05%-8,04013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,055$347K0.02%+1,79313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,100$342K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC7,075$341K0.01%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC7,070$340K0.28%13F-HR/ATimeline
CAPITAL ADVISORS INC/OK7,068$340K0.01%new13F-HRTimeline
Envision Financial LLC7,065$340K0.27%13F-HR/ATimeline
Summit Investment Advisory Services, LLC7,051$340K0.18%+9413F-HRTimeline
Investment Planning Advisors, Inc.6,982$336K0.15%+9113F-HRTimeline
Formidable Asset Management, LLC6,870$331K0.05%+1,98513F-HRTimeline
Independent Wealth Network Inc.6,755$325K0.13%-5313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,737$324K<0.01%+5,05013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,713$323K0.01%+1313F-HRTimelineGroup
BTS Asset Management, Inc.6,578$317K0.32%new13F-HRTimeline
PINNACLE ASSOCIATES LTD6,523$314K<0.01%-45413F-HRTimeline
Alpha Omega Wealth Management LLC6,406$309K0.06%-95113F-HRTimeline
Marshall Financial Group, LLC6,360$306K0.07%+12413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…5,750$305K0.11%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,318$304K<0.01%new13F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC6,293$303K0.02%-12,50013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,280$302K0.12%013F-HRTimeline
Objective Capital Management, LLC6,265$302K0.2%+1,98413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC6,249$301K0.12%-53813F-HRTimeline
Collaborative Wealth Managment Inc.6,214$299K0.14%+913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,200$299K0.06%013F-HRTimeline
Washington Trust Advisors, Inc.6,148$296K0.02%+2,22513F-HRTimeline
Atlantic Edge Private Wealth Management…6,135$295K0.09%+5,93513F-HRTimeline
HB Wealth Management, LLC6,142$295K<0.01%-1,44313F-HRTimeline
Cypress Wealth Services, LLC6,111$294K0.06%+9013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,100$294K0.13%013F-HRTimeline
Parallel Advisors, LLC6,077$293K0.01%+1,46713F-HRTimeline
FFT WEALTH MANAGEMENT LLC6,065$292K0.02%-14613F-HRTimeline
Ethos Financial Group, LLC6,000$289K0.04%013F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/5,970$288K<0.01%new13F-HR/ATimelineGroup
Fernwood Investment Management, LLC5,903$284K0.1%-5013F-HRTimeline
NorthStar Asset Management LLC /NJ/5,873$283K0.18%+9613F-HRTimeline
Balboa Wealth Partners5,756$277K0.06%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC5,741$276K0.09%-11013F-HRTimeline
Fort Sheridan Advisors LLC5,621$271K0.04%new13F-HRTimeline
OBSIDIAN CIO, LLC5,571$268K0.05%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,562$268K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC5,559$268K0.07%-4813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,557$268K0.02%-30713F-HRTimeline
Csenge Advisory Group5,556$268K0.01%-59613F-HRTimeline
LVW Advisors, LLC5,555$268K0.03%013F-HRTimeline
MPS Loria Financial Planners, LLC5,534$267K0.08%+1913F-HRTimeline
WESBANCO BANK INC5,506$265K0.01%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,428$261K0.03%013F-HRTimeline
TOWNSQUARE CAPITAL LLC5,425$261K<0.01%new13F-HRTimeline
Mayfair Advisory Group, LLC5,425$261K0.15%+45213F-HRTimeline
Keudell/Morrison Wealth Management5,417$261K0.07%-1513F-HRTimeline
Bogart Wealth, LLC5,366$258K0.01%-31713F-HRTimeline
GWN SECURITIES INC.4,944$258K0.07%13F-HRTimeline
RDA Financial Network5,312$256K0.07%013F-HRTimeline
Ground Swell Capital, LLC5,224$252K0.55%new13F-HRTimeline
MGO ONE SEVEN LLC5,151$248K0.01%+47113F-HRTimeline
Long Run Wealth Advisors, LLC5,150$248K0.06%+8313F-HRTimeline
SFI Advisors, LLC5,134$247K0.17%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.5,103$246K0.02%+44513F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC5,080$245K0.01%-2,25013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,069$244K0.02%+67613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,048$243K0.01%-53413F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC5,035$242K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,012$241K0.02%-6113F-HR/ATimeline
Southland Equity Partners LLC4,975$240K0.06%013F-HRTimeline
IFG Advisory, LLC4,973$240K0.01%new13F-HRTimeline
Moors & Cabot, Inc.4,934$238K0.01%+313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,929$237K0.01%+613F-HRTimelineGroup
Cornerstone Wealth Management, LLC4,880$235K0.02%+1813F-HRTimeline
Elequin Capital, LP4,879$235K0.03%new13F-HRTimeline
Gilman Hill Asset Management, LLC4,875$235K0.04%013F-HRTimeline
Lindbrook Capital, LLC4,865$234K0.02%013F-HRTimeline
ADG Wealth Management Group, LLC4,857$234K0.21%13F-HRTimeline
Cooper Capital Advisors LLC4,833$233K0.24%13F-HRTimeline
Intellectus Partners, LLC4,738$228K0.05%+4813F-HRTimeline
McKinley Carter Wealth Services, Inc.4,720$227K0.01%013F-HRTimeline
Richard C. Young & CO., LTD.4,715$227K0.02%+6013F-HRTimeline
STABLEFORD CAPITAL II LLC4,682$225K0.09%013F-HRTimeline
Lauer Wealth, LLC4,553$219K0.15%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…4,510$217K0.04%-41013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,500$217K0.02%013F-HRTimeline
Atria Investments, Inc4,481$216K<0.01%-26813F-HRTimeline
Institute for Wealth Management, LLC.4,457$215K0.03%+113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,452$214K0.01%new13F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.4,450$214K0.02%new13F-HRTimeline
Fisher Asset Management, LLC4,388$211K<0.01%new13F-HRTimeline
Cornerstone Select Advisors, LLC4,375$211K0.2%13F-HRTimeline
Alpha Cubed Investments, LLC4,364$210K0.01%+4713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,361$210K0.03%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.4,331$209K0.09%+8413F-HRTimeline
SEARLE & CO.4,337$209K0.06%new13F-HRTimeline
DOVER ADVISORS, LLC4,300$207K0.12%new13F-HRTimeline
Destiny Wealth Partners, LLC4,285$206K0.03%new13F-HRTimeline
Composition Wealth, LLC4,262$205K<0.01%new13F-HRTimeline
Texas Bank & Trust Co4,190$202K0.08%13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,185$202K0.07%-46513F-HRTimeline
Icon Wealth Advisors, LLC4,000$193K0.02%+15213F-HRTimeline
Roxbury Financial LLC3,745$192K0.19%13F-HRTimeline
Pinnacle Bancorp, Inc.3,986$192K0.06%+1,15513F-HRTimeline
Heck Capital Advisors, LLC3,936$190K0.02%+3,41113F-HR/ATimeline
Larson Financial Group LLC3,837$185K0.01%-1,80013F-HRTimeline
Transce3nd, LLC3,642$179K0.06%13F-HRTimeline
TD Waterhouse Canada Inc.3,765$175K<0.01%+35813F-HRTimeline
AE Wealth Management LLC3,376$163K<0.01%new13F-HRTimeline
NFSG Corp3,352$161K0.04%-48313F-HRTimeline
MONTAG A & ASSOCIATES INC3,171$153K0.01%+3413F-HRTimeline
HHM Wealth Advisors, LLC3,150$152K0.02%013F-HRTimeline
FNY Investment Advisers, LLC3,000$144K0.07%new13F-HRTimeline
Rye Brook Capital LLC3,000$144K0.17%013F-HRTimeline