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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
WealthTrust Axiom LLC12,420$645K0.2%+1,68013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …12,400$644K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC12,291$638K0.01%new13F-HRTimeline
Investment Planning Advisors, Inc.12,269$637K0.26%+5,28713F-HRTimeline
WEALTH EFFECTS LLC12,090$628K0.26%-42513F-HRTimeline
Kercheville Advisors, LLC12,080$627K0.26%+1,18013F-HRTimeline
Independent Advisor Alliance11,965$621K0.02%-114,99013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC11,872$617K0.45%+3,93513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC12,804$617K0.05%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,835$615K0.15%013F-HRTimeline
Moloney Securities Asset Management, LLC11,829$614K0.08%+4,57913F-HRTimeline
HOLDERNESS INVESTMENTS CO11,796$613K0.14%+4,30413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,791$612K-74,529Timeline
Brookwood Investment Group LLC11,745$610K0.1%13F-HRTimeline
Krilogy Financial LLC11,745$610K0.04%-1413F-HRTimeline
Walker Asset Management, LLC11,712$608K0.37%+4613F-HRTimeline
Bramshill Investments, LLC11,500$597K0.06%-18,50013F-HRTimeline
Northstar Advisory Group, LLC11,500$597K0.39%new13F-HRTimeline
Wealth Advisory Solutions, LLC11,500$597K0.16%013F-HRTimeline
FIL Ltdin group FIL Ltd11,473$596K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA11,445$594K0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.11,384$591K0.02%-8,61113F-HRTimeline
Anthracite Investment Company, Inc.11,240$584K0.37%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC11,238$584K0.12%-7913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,207$582K<0.01%-36513F-HRTimelineGroup
Avior Wealth Management, LLC11,151$579K0.02%+6513F-HRTimeline
Patriot Financial Group Insurance Agenc…11,150$579K0.08%-65013F-HRTimeline
SAXON INTERESTS, INC.11,129$578K0.27%-3,71313F-HRTimeline
NWF Advisory Services Inc.11,053$574K0.08%new13F-HRTimeline
Stonegate Investment Group, LLC11,037$573K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,034$573K<0.01%-16513F-HRTimelineGroup
BARD ASSOCIATES INC11,024$573K0.21%+88913F-HRTimeline
Invst, LLC11,012$572K0.08%+2,35913F-HRTimeline
Advocacy Wealth Management, LLC11,009$572K0.04%new13F-HRTimeline
Register Financial Advisors LLC11,006$572K0.3%+1,79313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,979$570K0.15%+91013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT10,941$568K0.01%013F-HRTimeline
Ethos Financial Group, LLC11,318$565K0.05%+5,31813F-HRTimeline
NorthStar Asset Management LLC /NJ/10,817$562K0.35%+4,94413F-HRTimeline
Empire Financial Management Company, LLC10,800$561K0.17%013F-HRTimeline
Fiduciary Group, LLC10,750$558K0.06%+10013F-HRTimeline
Advisor Resource Council10,718$557K0.05%new13F-HRTimeline
SeaCrest Wealth Management, LLC10,420$541K0.06%+2,07813F-HRTimeline
Anchor Investment Management, LLC10,399$540K0.05%-713F-HRTimeline
Segment Wealth Management, LLC10,375$539K0.04%013F-HRTimeline
TME FINANCIAL, INC.10,352$538K0.47%-3613F-HRTimeline
AssuredPartners Investment Advisors, LLC10,245$532K0.1%-23713F-HRTimeline
Crossmark Global Holdings, Inc.10,113$525K0.01%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,000$519K0.02%013F-HRTimeline
Douglass Winthrop Advisors, LLC10,000$519K0.01%013F-HRTimeline
Marble Harbor Investment Counsel, LLC10,000$519K0.06%-11,30013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,869$513K0.04%+4,31213F-HRTimeline
TRUE Private Wealth Advisors9,851$512K0.06%+1,09013F-HRTimeline
Arete Wealth Advisors, LLC9,811$510K0.04%-1,95913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,744$506K<0.01%new13F-HR/ATimelineGroup
Quantum Portfolio Management LLC9,734$506K0.26%013F-HRTimeline
Beaumont Financial Advisors, LLC9,668$502K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,659$502K0.01%new13F-HRTimelineGroup
Good Life Advisors, LLC9,599$499K0.04%-37313F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC9,411$489K0.09%+88613F-HRTimeline
Ballew Advisors, Inc10,467$487K0.33%013F-HRTimeline
BFI Infinity Ltd.9,210$478K0.52%new13F-HRTimeline
Mattern Wealth Management LLC9,200$478K0.11%+20013F-HRTimeline
Waverly Advisors, LLC9,195$478K0.01%-18313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…9,193$477K0.01%new13F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.9,180$477K0.29%013F-HRTimeline
Cresset Asset Management, LLC9,142$475K<0.01%-5,08413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC9,130$474K0.39%new13F-HRTimeline
SAPIENT CAPITAL LLC8,949$465K0.01%013F-HRTimeline
FSA Investment Group, LLC8,895$462K0.39%+14913F-HRTimeline
Formidable Asset Management, LLC8,800$457K0.08%+1,93013F-HRTimeline
STAR Financial Bank8,789$457K0.33%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,774$456K0.01%+1,50113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,726$453K<0.01%-70213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd8,708$452K0.01%-48,72513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC8,653$449K<0.01%new13F-HR/ATimelineGroup
Windsor Advisory Group, LLC8,650$449K0.58%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC8,633$448K0.38%+1,28513F-HRTimelineGroup
Teamwork Financial Advisors, LLC8,630$448K0.06%-51713F-HRTimeline
IHT Wealth Management, LLC8,570$445K0.01%-1,37313F-HRTimeline
Visionary Wealth Advisors8,539$444K0.03%-48713F-HRTimeline
Oregon Pacific Wealth Management, LLC8,538$443K0.44%+14213F-HRTimeline
L.K. Benson & Company, P.C.8,537$443K0.31%+53013F-HRTimeline
J2 Capital Management Inc8,482$441K0.41%-5,68613F-HRTimeline
COURIER CAPITAL LLC8,345$433K0.03%-18813F-HRTimeline
Global Trust Asset Management, LLC8,330$433K0.26%+20013F-HRTimeline
RFP Financial Group LLC8,289$431K0.17%013F-HRTimeline
Allred Capital Management, LLC8,253$429K0.17%+10113F-HRTimeline
Opal Wealth Advisors, LLC8,243$428K0.13%-48813F-HRTimeline
Ergawealth Advisors, Inc.8,187$425K0.21%+17813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,141$423K0.05%013F-HRTimeline
Sequoia Financial Advisors, LLC8,118$422K<0.01%+27513F-HRTimeline
Claris Financial LLC8,737$421K0.28%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,044$418K0.06%-3,62413F-HRTimeline
Pingora Partners LLC8,028$417K0.31%013F-HRTimeline
Fort Sheridan Advisors LLC8,021$417K0.06%+2,40013F-HRTimeline
Florida Trust Wealth Management Co8,000$416K0.01%013F-HRTimeline
Mutual Advisors, LLC8,382$415K0.01%-77213F-HRTimeline
Aspen Grove Capital, LLC7,930$412K0.08%013F-HRTimeline
Aveo Capital Partners, LLC8,558$410K0.07%-2,42313F-HRTimeline
HB Wealth Management, LLC7,856$408K<0.01%+1,71413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,766$403K0.06%+213F-HRTimeline
Capital Investment Advisory Services, L…7,737$402K0.04%-28713F-HRTimeline
Greystone Financial Group, LLC7,696$400K0.07%-8913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,660$398K<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,514$390K<0.01%+22313F-HRTimelineGroup
Stillwater Wealth Management Group7,365$383K0.33%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,302$379K0.02%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC7,239$376K0.03%+2,17013F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,158$372K0.03%-14,74813F-HRTimeline
CAPITAL ADVISORS INC/OK7,153$372K0.01%+8513F-HRTimeline
Summit Investment Advisory Services, LLC7,142$371K0.18%+9113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,100$369K<0.01%013F-HRTimelineGroup
Envision Financial LLC7,094$368K0.28%+2913F-HRTimeline
Prepared Retirement Institute LLC7,079$368K0.23%-1,77113F-HRTimeline
Gutierrez Wealth Advisory, LLC7,070$367K0.3%013F-HRTimeline
Parallel Advisors, LLC6,986$363K0.01%+90913F-HRTimeline
Keystone Financial Group6,968$362K0.04%-30313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,935$360K0.01%+2,00613F-HRTimelineGroup
Beaumont Asset Management, L.L.C.6,902$358K0.22%new13F-HRTimeline
STABLEFORD CAPITAL II LLC7,358$358K0.15%+2,67613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,375$355K0.01%013F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd6,800$353K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Fort Point Capital Partners LLC6,792$353K0.04%-3,85413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC6,764$351K0.14%+51513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,726$349K0.01%+1313F-HRTimelineGroup
Keudell/Morrison Wealth Management6,617$344K0.08%+1,20013F-HRTimeline
Elequin Capital, LP6,520$339K0.06%+1,64113F-HRTimeline
Marshall Financial Group, LLC6,479$337K0.07%+11913F-HRTimeline
Keystone Global Partners, LLC6,476$336K0.24%13F-HRTimeline
Alpha Omega Wealth Management LLC6,454$335K0.06%+4813F-HRTimeline
Provident Wealth Management, LLC6,451$335K0.12%-2,67913F-HRTimeline
Independent Wealth Network Inc.6,390$332K0.13%-36513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,318$328K<0.01%013F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY6,315$328K0.01%-9,43713F-HRTimeline
Objective Capital Management, LLC6,311$328K0.42%+4613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,280$326K0.13%013F-HRTimeline
Verition Fund Management LLC6,250$325K<0.01%-84,24513F-HRTimeline
Collaborative Wealth Managment Inc.6,223$323K0.15%+913F-HRTimeline
Legacy Wealth Management, LLC / MS6,200$322K0.11%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,200$322K0.06%013F-HR/ATimeline
Cypress Wealth Services, LLC6,198$322K0.07%+8713F-HRTimeline
Washington Trust Advisors, Inc.6,148$319K0.03%013F-HRTimeline
Atlantic Edge Private Wealth Management…6,139$319K0.1%+413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,100$317K0.14%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC6,065$315K0.07%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,032$313K<0.01%-1,74613F-HRTimeline
KICKSTAND VENTURES, LLC.5,970$310K0.08%new13F-HRTimeline
RDA Financial Network5,812$302K0.09%+50013F-HRTimeline
OBSIDIAN CIO, LLC5,798$301K0.05%+22713F-HRTimeline
SOA Wealth Advisors, LLC.298,275$298K0.06%new13F-HRTimeline
MPS Loria Financial Planners, LLC5,736$298K0.09%+20213F-HRTimeline
Institute for Wealth Management, LLC.5,568$289K0.04%+1,11113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,562$289K<0.01%013F-HRTimelineGroup
LVW Advisors, LLC5,555$289K0.03%013F-HRTimeline
WESBANCO BANK INC5,506$286K0.01%013F-HRTimeline
Pandora Wealth, Inc.5,500$286K0.19%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,468$284K0.03%+4013F-HRTimeline
EPG Wealth Management LLC5,462$284K0.08%-9713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC5,451$283K0.09%-29013F-HRTimeline
Wealth Preservation Advisors, LLC5,447$283K0.2%13F-HRTimeline
Castleview Partners, LLC5,426$282K0.19%-6,15713F-HRTimeline
Bogart Wealth, LLC5,401$281K0.01%+3513F-HRTimeline
MGO ONE SEVEN LLC5,353$278K0.01%+20213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…5,750$277K0.11%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,325$277K0.04%+96413F-HRTimeline
DOVER ADVISORS, LLC5,278$274K0.12%+97813F-HRTimeline
Composition Wealth, LLC5,262$273K0.01%+1,00013F-HRTimeline
Nalls Sherbakoff Group, LLC5,254$273K0.22%13F-HRTimeline
Long Run Wealth Advisors, LLC5,230$272K0.06%+8013F-HRTimeline
Cadence Bank5,191$270K0.02%new13F-HRTimeline
Mayfair Advisory Group, LLC5,127$266K0.15%-29813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,115$266K0.01%+6713F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.5,103$265K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.5,067$263K0.02%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…4,951$259K0.08%+3,96913F-HRTimelineGroup
Southland Equity Partners LLC4,975$258K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,956$257K0.01%+50413F-HRTimelineGroup
Cornerstone Wealth Management, LLC4,897$254K0.02%+1713F-HRTimeline
IFG Advisory, LLC4,893$254K0.01%-8013F-HRTimeline
ADG Wealth Management Group, LLC4,879$253K0.24%+2213F-HRTimeline
Gilman Hill Asset Management, LLC4,875$253K0.04%013F-HRTimeline
Premier Path Wealth Partners, LLC4,825$251K0.04%new13F-HRTimeline
Intellectus Partners, LLC4,784$248K0.06%+4613F-HRTimeline
Balboa Wealth Partners4,756$247K0.06%-1,00013F-HRTimeline
Richard C. Young & CO., LTD.4,743$246K0.03%+2813F-HRTimeline
SFMG, LLC4,725$245K0.02%-8,01213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,721$245K0.02%-29113F-HR/ATimeline
McKinley Carter Wealth Services, Inc.4,720$245K0.02%013F-HRTimeline
Moors & Cabot, Inc.4,688$244K0.01%-24613F-HRTimeline
Heck Capital Advisors, LLC4,589$238K0.03%+65313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,510$234K0.01%new13F-HRTimelineGroup
Oliver Luxxe Assets LLC4,500$234K0.04%new13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,500$234K0.02%013F-HRTimeline
Millennium Capital Advisors, LLC4,480$233K0.17%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.4,450$231K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,442$231K<0.01%new13F-HRTimelineGroup
Alpha Cubed Investments, LLC4,424$230K0.01%+6013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,417$229K0.01%new13F-HR/ATimelineGroup
Palisades Hudson Asset Management, L.P.4,412$229K0.1%+8113F-HRTimeline