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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
Mattern Wealth Management LLC13,654$667K0.14%+4,45413F-HRTimeline
Endowment Wealth Management, Inc.13,618$665K0.34%-12713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT13,569$663K0.01%013F-HRTimeline
Hamilton Wealth, LLC13,472$658K0.15%+16913F-HRTimeline
NFSG Corp13,417$656K0.11%+12,04913F-HRTimeline
Maridea Wealth Management LLC13,413$655K0.17%-7413F-HRTimeline
Miller Investment Management, LP13,356$653K0.07%013F-HRTimeline
Kovack Advisors, Inc.13,355$653K0.06%-1,20413F-HRTimeline
Novak & Powell Financial Services, Inc.13,282$649K0.45%+19313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,259$648K0.04%+3,39013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,994$635K0.04%-2,75313F-HRTimeline
Operose Advisors LLC12,947$633K0.18%-1,34813F-HRTimeline
GTS SECURITIES LLC12,868$629K0.03%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,755$623K<0.01%new13F-HRTimelineGroup
Valtrion Capital Management, LLC12,560$614K0.74%-64313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.12,532$612K0.01%-8,00513F-HRTimelineGroup
Ethos Financial Group, LLC12,501$611K0.05%+1,18313F-HRTimeline
NWF Advisory Services Inc.12,454$608K0.07%+1,40113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …12,400$606K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC12,200$596K0.1%+45513F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC12,101$591K0.21%-1,01313F-HR/ATimeline
Provenance Wealth Advisors, LLC12,086$591K0.08%-5,39713F-HRTimeline
MAI Capital Management12,049$589K<0.01%-1,94113F-HRTimeline
Anthracite Investment Company, Inc.12,000$586K0.31%+76013F-HRTimeline
SeaCrest Wealth Management, LLC11,920$582K0.06%+1,50013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,835$578K0.13%013F-HRTimeline
SAXON INTERESTS, INC.11,129$578K0.27%013F-HRTimeline
Walker Asset Management, LLC11,764$575K0.33%+5213F-HRTimeline
Independent Advisor Alliance11,736$573K0.02%-22913F-HRTimeline
Curi Capital, LLC11,709$572K0.01%new13F-HRTimeline
Krilogy Financial LLC11,676$570K0.03%-6913F-HRTimeline
BARD ASSOCIATES INC11,554$565K0.18%+53013F-HRTimeline
Wealth Advisory Solutions, LLC11,500$562K0.14%013F-HRTimeline
FIL Ltdin group FIL Ltd11,473$561K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA11,445$559K0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC11,422$558K0.02%+2,85213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,380$556K-411Timeline
Stonegate Investment Group, LLC11,370$556K0.01%+33313F-HRTimeline
Register Financial Advisors LLC11,287$551K0.24%+28113F-HRTimeline
NorthStar Asset Management LLC /NJ/11,253$550K0.29%+43613F-HRTimeline
Invst, LLC11,219$548K0.07%+20713F-HRTimeline
Patriot Financial Group Insurance Agenc…11,150$545K0.06%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,941$535K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.10,817$529K0.04%13F-HRTimeline
Empire Financial Management Company, LLC10,800$528K0.15%013F-HRTimeline
Fiduciary Group, LLC10,750$525K0.05%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,721$524K0.14%-25813F-HRTimelineGroup
Advocacy Wealth Management, LLC10,682$522K0.03%-32713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC10,629$519K0.45%+1,99613F-HRTimelineGroup
Edge Wealth Management LLC10,501$513K0.1%-4,27513F-HRTimeline
Segment Wealth Management, LLC10,375$507K0.03%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,353$506K0.01%+3,19513F-HRTimeline
Crossmark Global Holdings, Inc.10,348$506K0.01%+23513F-HRTimeline
Gateway Wealth Partners, LLC10,324$504K0.1%-2,90113F-HRTimeline
Allred Capital Management, LLC10,299$503K0.19%+2,04613F-HRTimeline
TME FINANCIAL, INC.10,262$501K0.41%-9013F-HRTimeline
Ballew Advisors, Inc10,173$499K0.3%-29413F-HRTimeline
Abel Hall, LLC10,200$498K0.23%new13F-HRTimeline
BFI Infinity Ltd.10,163$497K0.42%+95313F-HR/ATimeline
NINE MASTS CAPITAL Ltd10,100$493K0.19%new13F-HRTimeline
Beaumont Financial Advisors, LLC10,026$490K0.04%+35813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,016$489K0.01%+3,08113F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC10,000$489K0.01%013F-HRTimeline
Douglass Winthrop Advisors, LLC10,000$489K0.01%013F-HRTimeline
Anchor Investment Management, LLC9,976$487K0.04%-42313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,858$482K0.01%+19913F-HRTimelineGroup
Arete Wealth Advisors, LLC9,795$479K0.03%-1613F-HRTimeline
Moloney Securities Asset Management, LLC9,659$472K0.06%-2,17013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC9,462$462K0.08%-1,77613F-HRTimeline
Teamwork Financial Advisors, LLC9,415$460K0.06%+78513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,402$459K0.01%+4,44613F-HRTimelineGroup
FWG Holdings, LLC9,214$459K0.22%-10,05813F-HRTimeline
Formidable Asset Management, LLC8,800$457K0.08%013F-HRTimeline
FSA Investment Group, LLC9,280$453K0.34%+38513F-HRTimeline
Investment Planning Advisors, Inc.9,175$448K0.16%-3,09413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC9,168$448K0.34%+3813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,111$445K<0.01%-2,09613F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC9,000$440K0.05%-1,00013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC8,960$438K0.4%-3,78213F-HRTimeline
SAPIENT CAPITAL LLC8,949$437K0.01%013F-HRTimeline
Aspen Grove Capital, LLC8,930$436K0.07%+1,00013F-HRTimeline
WEALTH EFFECTS LLC8,890$434K0.16%-3,20013F-HRTimeline
Visionary Wealth Advisors8,890$434K0.02%+35113F-HRTimeline
L.K. Benson & Company, P.C.8,866$433K0.27%+32913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.8,800$430K0.23%-38013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,726$426K<0.01%013F-HRTimelineGroup
Windsor Advisory Group, LLC8,650$423K0.6%013F-HRTimeline
Ergawealth Advisors, Inc.8,437$412K0.19%+25013F-HRTimeline
Mutual Advisors, LLC8,390$412K0.01%+813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE8,375$409K0.07%-7,15213F-HRTimeline
COURIER CAPITAL LLC8,347$408K0.02%+213F-HRTimeline
Mach-1 Financial Group, LLC8,323$407K0.12%new13F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC8,309$406K0.07%-1,10213F-HRTimeline
RFP Financial Group LLC8,289$405K0.17%013F-HRTimeline
Opal Wealth Advisors, LLC8,246$403K0.11%+313F-HRTimeline
Oregon Pacific Wealth Management, LLC8,194$400K0.38%-34413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,141$398K0.05%013F-HRTimeline
Fort Sheridan Advisors LLC8,021$392K0.06%013F-HRTimeline
Florida Trust Wealth Management Co8,000$391K0.01%013F-HRTimeline
Pingora Partners LLC7,968$389K0.29%-6013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,952$389K0.01%+57713F-HRTimelineGroup
Kercheville Advisors, LLC7,950$388K0.13%-4,13013F-HRTimeline
Greystone Financial Group, LLC7,859$384K0.06%+16313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,769$380K0.05%+313F-HRTimeline
Westbourne Investment Advisors, Inc.7,765$379K0.12%new13F-HRTimeline
Vanguard Capital Wealth Advisors7,747$379K0.38%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HRT FINANCIAL LP7,681$375K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…7,627$373K0.03%-11013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,576$370K<0.01%+6213F-HRTimelineGroup
Parallel Advisors, LLC7,558$369K0.01%+57213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,500$366K<0.01%-16013F-HRTimeline
STABLEFORD CAPITAL II LLC7,358$361K0.14%013F-HRTimeline
Beaumont Asset Management, L.L.C.7,294$356K0.19%+39213F-HRTimeline
Composition Wealth, LLC7,262$355K0.01%+2,00013F-HRTimeline
Summit Investment Advisory Services, LLC7,242$354K0.15%+10013F-HR/ATimeline
Glenmede Investment Management, LP7,100$347K<0.01%13F-HRTimeline
Gutierrez Wealth Advisory, LLC7,070$345K0.23%013F-HRTimeline
Keystone Financial Group7,003$342K0.03%+3513F-HRTimeline
RDA Financial Network6,912$338K0.09%+1,10013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,868$336K0.01%+14213F-HRTimelineGroup
Independent Wealth Network Inc.6,812$333K0.12%+42213F-HRTimeline
Fort Point Capital Partners LLC6,792$332K0.03%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC6,766$331K0.11%+213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,762$330K0.04%+1,43713F-HRTimeline
Envision Financial LLC6,711$328K0.22%-38313F-HRTimeline
World Investment Advisors6,701$327K0.01%-33,16813F-HRTimeline
Keudell/Morrison Wealth Management6,617$323K0.07%013F-HRTimeline
DOVER ADVISORS, LLC6,578$321K0.14%+1,30013F-HRTimeline
Marshall Financial Group, LLC6,609$321K0.06%+13013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,440$315K<0.01%+40813F-HRTimeline
Meridian Wealth Management, LLC6,426$314K0.01%new13F-HRTimeline
NBW CAPITAL LLC6,400$313K0.07%new13F-HRTimeline
CAPITAL ADVISORS INC/OK6,363$311K0.01%-79013F-HRTimeline
Alpha Omega Wealth Management LLC6,354$310K0.06%-10013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,318$309K<0.01%013F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.6,280$307K0.12%013F-HRTimeline
Collaborative Wealth Managment Inc.6,254$306K0.13%+3113F-HRTimeline
Global Trust Asset Management, LLC6,225$304K0.16%-2,10513F-HRTimeline
HB Wealth Management, LLC6,221$304K<0.01%-1,63513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,200$303K0.05%013F-HRTimeline
Mayfair Advisory Group, LLC6,129$301K0.14%+1,00213F-HRTimeline
Washington Trust Advisors, Inc.6,148$300K0.02%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC6,065$297K0.06%013F-HRTimeline
OBSIDIAN CIO, LLC6,057$296K0.04%+25913F-HRTimeline
Objective Capital Management, LLC6,017$294K0.33%-29413F-HRTimeline
Atlantic Edge Private Wealth Management…6,008$294K0.08%-13113F-HRTimeline
MGO ONE SEVEN LLC5,995$293K0.01%+64213F-HRTimeline
Cypress Wealth Services, LLC5,994$293K0.05%-20413F-HRTimeline
Provident Wealth Management, LLC5,845$286K0.09%-60613F-HRTimeline
Castleview Partners, LLC5,791$283K0.18%+36513F-HRTimeline
MPS Loria Financial Planners, LLC5,738$280K0.08%+213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,655$276K0.08%new13F-HRTimeline
Hurley Capital, LLC5,648$276K0.19%+3,06413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC5,600$274K0.11%-50013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,568$272K0.03%+10013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,562$272K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.5,529$270K0.03%-3913F-HRTimeline
Millennium Capital Advisors, LLC5,517$270K0.18%+1,03713F-HRTimeline
WESBANCO BANK INC5,506$269K0.01%013F-HRTimeline
Bogart Wealth, LLC5,439$266K0.01%+3813F-HRTimeline
Prepared Retirement Institute LLC5,418$265K0.16%-1,66113F-HRTimeline
FIDUCIENT ADVISORS LLC5,383$263K0.03%-14,38313F-HRTimeline
SOA Wealth Advisors, LLC.261,798$262K0.05%-36,47713F-HRTimeline
Almanack Investment Partners, LLC.5,350$261K0.04%new13F-HRTimeline
Avior Wealth Management, LLC5,277$258K0.01%-5,87413F-HRTimeline
Nalls Sherbakoff Group, LLC5,262$257K0.19%+813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…5,150$256K0.09%-60013F-HRTimeline
J2 Capital Management Inc5,237$256K0.2%-3,24513F-HRTimeline
ADG Wealth Management Group, LLC5,233$256K0.22%+35413F-HRTimeline
Balboa Wealth Partners5,223$255K0.05%+46713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC5,200$254K0.1%-25113F-HRTimeline
Cadence Bank5,191$254K0.02%013F-HRTimeline
Elequin Capital, LP5,156$252K0.03%-1,36413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,141$251K0.03%+2,41113F-HRTimeline
Wealth Preservation Advisors, LLC5,139$251K0.15%-30813F-HRTimeline
Northeast Financial Consultants Inc5,134$251K0.01%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.5,103$249K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.5,011$245K0.02%-5613F-HRTimeline
Cornerstone Wealth Management, LLC4,916$240K0.01%+1913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…4,951$240K0.06%013F-HRTimelineGroup
IFG Advisory, LLC4,893$239K0.01%013F-HRTimeline
Gilman Hill Asset Management, LLC4,875$238K0.04%013F-HRTimeline
Southland Equity Partners LLC4,875$238K0.05%-10013F-HRTimeline
Intellectus Partners, LLC4,854$237K0.05%+7013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,822$236K0.01%new13F-HRTimeline
Richard C. Young & CO., LTD.4,773$233K0.02%+3013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,754$232K<0.01%+31213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,732$231K0.01%-38313F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC4,731$231K0.02%+1013F-HR/ATimeline
SFMG, LLC4,725$231K0.02%013F-HRTimeline
Moors & Cabot, Inc.4,692$229K0.01%+413F-HRTimeline
Premier Path Wealth Partners, LLC4,639$227K0.03%-18613F-HRTimeline
Heck Capital Advisors, LLC4,605$225K0.02%+1613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,584$224K0.01%new13F-HRTimelineGroup
Rockport Wealth LLC4,590$224K0.05%new13F-HRTimeline
EPG Wealth Management LLC4,549$222K0.07%-91313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,510$220K0.01%013F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.4,500$220K0.09%+8813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,500$220K0.02%013F-HRTimeline
Pandora Wealth, Inc.4,500$220K0.14%-1,00013F-HRTimeline