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ALERIAN MLP (fund)

802 managers (814 13F filers) reported a position in AMLP shares at 2026-03-31, 107,737,581 shares in all. 99 filers opened a position and 58 filers sold out during the quarter.

Managers
802
13F filers
814
New
99
Added
348
Reduced
222
Sold out
58
Shares held by filers
107,737,581

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
McGowan Group Asset Management, Inc.16,265$856K0.11%+20513F-HRTimeline
CENTAURUS FINANCIAL, INC.16,070$846K0.04%-26213F-HRTimeline
Cypress Wealth Services, LLC15,861$835K0.12%+9,66313F-HRTimeline
Sound Financial Strategies Group, LLC15,807$832K0.57%-10,16613F-HRTimeline
Novak & Powell Financial Services, Inc.15,804$832K0.45%+17213F-HRTimeline
HEFFERNAN ADVISORY, INC15,736$828K0.77%+2913F-HRTimeline
Curi Capital, LLC15,648$824K0.01%-5013F-HRTimeline
SIMPLEX TRADING, LLC15,637$823K0.03%+8,17613F-HRTimeline
LaSalle St. Investment Advisors, LLC15,462$814K0.11%+11413F-HRTimeline
CPA Asset Management Group, LLC15,424$812K0.27%013F-HRTimeline
AMG National Trust Bank15,399$811K0.02%new13F-HRTimeline
Ulland Investment Advisors, LLC15,295$805K0.69%-25013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,076$794K<0.01%-1,59513F-HRTimelineGroup
Douglass Winthrop Advisors, LLC15,000$790K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,884$783K<0.01%+62913F-HRTimelineGroup
Fortis Advisors, LLC14,878$783K0.39%+28913F-HRTimeline
Cordoba Advisory Partners LLC14,483$762K0.21%-8,10713F-HRTimeline
Trilogy Capital Inc.14,440$760K0.03%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC14,379$757K0.24%-913F-HRTimeline
DDFG, Inc14,351$755K0.16%+77513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,300$753K<0.01%013F-HRTimelineGroup
Mattern Wealth Management LLC14,250$750K0.15%+50013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC14,088$742K0.21%-1,75413F-HRTimeline
Maridea Wealth Management LLC14,071$741K0.11%+40413F-HRTimeline
Hamilton Wealth, LLC14,010$737K0.14%+17713F-HR/ATimeline
Hurley Capital, LLC13,841$729K0.39%+26913F-HRTimeline
Claris Financial LLC13,731$723K0.4%-4,94513F-HRTimeline
FF Advisors,LLC13,788$719K0.29%-1,90013F-HRTimeline
Pinion Investment Advisors, LLC13,563$714K0.17%-2,21513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC13,535$712K0.09%new13F-HRTimeline
Vigilare Wealth Management13,121$691K0.23%013F-HRTimeline
VestGen Advisors, LLC12,760$690K0.02%new13F-HRTimeline
Miller Investment Management, LP13,079$688K0.07%013F-HRTimeline
Rockport Wealth LLC12,934$681K0.12%+7,29813F-HRTimeline
Ballast Rock Private Wealth LLC12,759$672K0.37%013F-HRTimeline
Thompson David Blair12,759$672K0.38%-83213F-HRTimeline
Venture Visionary Partners LLC12,614$664K0.02%-2,52513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC12,534$660K0.28%-65913F-HRTimeline
Endowment Wealth Management, Inc.12,516$659K0.29%-2,99113F-HRTimeline
BOKF, NAin group BOKF, NA12,495$658K0.01%013F-HRTimelineGroup
Sunbeam Capital Management, LLC12,451$655K0.38%013F-HRTimeline
Retirement Planning Group, LLC12,412$653K0.02%-54,92813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,385$652K0.02%-1,43313F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC12,328$649K0.16%-53213F-HRTimeline
Fort Sheridan Advisors LLC12,317$648K0.08%+3,76613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC12,248$645K0.53%+9513F-HRTimeline
GROUP ONE TRADING LLC12,151$640K0.02%+10,06113F-HRTimeline
Allred Capital Management, LLC12,091$637K0.23%+91413F-HRTimeline
MAI Capital Management12,084$636K<0.01%+7713F-HRTimeline
HRT FINANCIAL LP12,026$633K<0.01%-14,91913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,000$632K<0.01%013F-HRTimelineGroup
Ferguson Shapiro LLC11,950$629K0.19%new13F-HRTimeline
Provenance Wealth Advisors, LLC11,880$625K0.07%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,835$623K0.17%013F-HRTimeline
OneDigital Investment Advisors LLC11,768$619K0.01%-8,94513F-HRTimeline
Meadowbrook Wealth Management, LLC11,633$612K0.81%+3,60013F-HRTimeline
J2 Capital Management Inc11,621$612K0.42%+6,27313F-HRTimeline
Arete Wealth Advisors, LLC11,551$608K0.05%new13F-HR/ATimeline
Advocacy Wealth Management, LLC11,484$605K0.03%-75813F-HRTimeline
Advyzon Investment Management, LLC11,430$602K0.05%-7,33413F-HRTimeline
Operose Advisors LLC11,088$584K0.14%013F-HRTimeline
Strategic Wealth Partners, Ltd.11,087$584K0.04%-40713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,941$576K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,858$572K0.01%+7813F-HRTimelineGroup
Waldron Private Wealth LLC10,847$571K0.02%013F-HRTimeline
Walker Asset Management, LLC10,807$569K0.31%-46613F-HRTimeline
Empire Financial Management Company, LLC10,800$569K0.13%013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC10,790$568K0.18%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,777$567K0.01%-31613F-HRTimelineGroup
WEALTH EFFECTS LLC10,755$566K0.2%+2,79013F-HRTimeline
Fiduciary Group, LLC10,750$566K0.05%013F-HRTimeline
Aspen Wealth Management LLC10,729$565K0.11%new13F-HRTimeline
DOVER ADVISORS, LLC10,726$565K0.23%+1,35813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,710$564K<0.01%+1,07013F-HRTimeline
Savvy Advisors, Inc.10,698$563K0.02%+5,37413F-HRTimeline
GM Advisory Group, LLC10,492$552K0.02%+17813F-HRTimeline
PATTEN & PATTEN INC/TN10,444$550K0.03%013F-HRTimeline
Segment Wealth Management, LLC10,375$546K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,361$545K<0.01%-4,46713F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,321$543K0.01%013F-HRTimelineGroup
Register Financial Advisors LLC10,225$538K0.2%+3313F-HRTimeline
Ethos Financial Group, LLC10,705$537K0.04%+6,00013F-HRTimeline
Abel Hall, LLC10,200$537K0.11%013F-HRTimeline
NorthStar Asset Management LLC /NJ/10,107$532K0.26%-86313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,080$531K<0.01%new13F-HR/ATimelineGroup
SAXON INTERESTS, INC.10,002$527K0.18%-97213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,000$526K0.02%013F-HRTimeline
Bramshill Investments, LLC10,000$526K0.05%013F-HRTimeline
Advisory Advocates, LLC9,993$526K0.54%+1,00013F-HRTimeline
Ballew Advisors, Inc10,032$525K0.3%-4813F-HRTimeline
Beaumont Financial Advisors, LLC9,962$524K0.04%-3,10113F-HRTimeline
Total Clarity Wealth Management, Inc.9,893$521K0.12%new13F-HRTimeline
Capital Investment Advisory Services, L…9,825$517K0.04%+46413F-HRTimeline
Anchor Investment Management, LLC9,779$515K0.04%+2713F-HRTimeline
STAR Financial Bank9,566$504K0.24%-6,86013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC9,562$503K0.42%+15913F-HRTimelineGroup
Castleview Partners, LLC9,504$500K0.26%+1,97213F-HRTimeline
Arlington Financial Advisors, LLC9,500$500K0.07%+2,00013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,491$500K<0.01%+3,71313F-HRTimeline
URS Advisory LLC9,432$497K0.36%-3,45013F-HRTimeline
Investment Planning Advisors, Inc.9,365$493K0.14%+17813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,352$492K<0.01%+56113F-HRTimelineGroup
Edge Wealth Management LLC9,290$489K0.08%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,247$487K0.05%-17813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,128$480K0.23%+1,02813F-HRTimeline
MCDONALD PARTNERS LLC9,000$474K0.11%013F-HRTimeline
Ergawealth Advisors, Inc.8,954$471K0.21%+24313F-HRTimeline
SAPIENT CAPITAL LLC8,949$471K0.01%013F-HR/ATimeline
Aspen Grove Capital, LLC8,930$470K0.09%013F-HRTimeline
Ausdal Financial Partners, Inc.8,882$468K0.02%-2,75313F-HRTimeline
L.K. Benson & Company, P.C.8,866$467K0.15%013F-HRTimeline
Trek Financial, LLC8,805$463K0.02%new13F-HRTimeline
Formidable Asset Management, LLC9,725$457K0.07%-47513F-HRTimeline
HB Wealth Management, LLC8,674$457K<0.01%+29113F-HRTimeline
Windsor Advisory Group, LLC8,650$455K0.38%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC8,628$454K0.07%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,625$454K0.31%013F-HRTimeline
Innovative Asset Advisors Group, LLC8,621$454K0.26%13F-HRTimeline
Opal Wealth Advisors, LLC8,569$451K0.1%+20913F-HRTimeline
AssuredPartners Investment Advisors, LLC8,619$450K0.05%-60213F-HRTimeline
Simplicity Wealth,LLC8,520$448K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC8,336$439K0.01%+413F-HRTimeline
RFP Financial Group LLC8,289$436K0.24%013F-HRTimeline
Future Financial Wealth Managment LLC8,429$433K0.28%+9813F-HRTimeline
Prepared Retirement Institute LLC8,210$432K0.21%-64313F-HR/ATimeline
Index Technologies Group LLC8,166$430K0.47%-5,35913F-HRTimeline
Kercheville Advisors, LLC8,150$429K0.14%+33013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,141$429K0.05%013F-HRTimeline
Kastel Capital Advisors, LLC9,079$427K0.26%013F-HRTimeline
Summit Investment Advisory Services, LLC8,091$426K0.16%+10313F-HRTimeline
Florida Trust Wealth Management Co8,071$425K0.01%+7113F-HRTimeline
First Western Trust Bank8,000$421K0.02%new13F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC7,995$421K0.08%013F-HRTimeline
Shulman DeMeo Asset Management LLC7,992$421K0.09%new13F-HRTimeline
TME FINANCIAL, INC.7,977$420K0.29%-35313F-HRTimeline
Teamwork Financial Advisors, LLC7,863$414K0.05%-43513F-HRTimeline
Mach-1 Financial Group, LLC7,860$414K0.15%+13313F-HRTimeline
Pingora Partners LLC7,858$414K0.25%-11013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC7,796$410K0.25%-5813F-HRTimeline
IHT Wealth Management, LLC7,715$406K0.01%-2,31213F-HRTimeline
Westbourne Investment Advisors, Inc.7,700$405K0.12%-1,56513F-HRTimeline
WESBANCO BANK INC7,648$403K0.01%+2,24213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,594$400K0.03%+3813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,500$395K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC7,489$394K0.04%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…7,471$391K<0.01%-4,68513F-HRTimeline
CAPITAL ADVISORS INC/OK7,363$388K0.01%013F-HRTimeline
Latitude Advisors, LLC7,312$385K0.18%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,301$384K+58Timeline
GREENWOOD CAPITAL ASSOCIATES LLC7,301$384K0.04%+1,17413F-HRTimeline
VestGen Investment Management7,268$383K0.21%-8,03013F-HRTimeline
Texas Bank & Trust Co7,214$380K0.14%new13F-HRTimeline
COURIER CAPITAL LLC7,205$379K0.02%-1,06513F-HR/ATimeline
Keystone Financial Group7,191$379K0.03%-46813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,185$378K<0.01%-76913F-HRTimelineGroup
Visionary Wealth Advisors7,180$378K0.02%-65713F-HRTimeline
Alpha Omega Wealth Management LLC7,139$376K0.06%+69013F-HRTimeline
RDA Financial Network7,107$374K0.09%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,100$374K<0.01%-57213F-HRTimelineGroup
Vise Technologies, Inc.7,922$372K0.01%013F-HRTimeline
Gutierrez Wealth Advisory, LLC7,070$372K0.23%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,059$372K0.07%new13F-HRTimeline
Arax Advisory Partners7,041$371K0.01%+5,69213F-HRTimeline
Clear Trail Advisors, LLC6,943$365K0.06%-9,84413F-HRTimeline
STABLEFORD CAPITAL II LLC6,942$365K0.14%+1,46613F-HRTimeline
Integrity Advisory Solutions, LLC6,937$365K0.05%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,900$363K0.05%+20013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,848$360K<0.01%-82413F-HRTimelineGroup
Fort Point Capital Partners LLC6,792$358K0.05%-17113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,786$357K0.01%+1513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,755$356K<0.01%-10,35013F-HRTimelineGroup
Meridian Wealth Management, LLC6,689$352K0.01%+20913F-HRTimeline
Fortis Capital Management LLC6,546$345K0.05%new13F-HRTimeline
Independent Wealth Network Inc.6,365$335K0.1%-47913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,318$333K<0.01%013F-HRTimelineGroup
K.J. Harrison & Partners Inc6,314$332K0.05%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,280$331K0.01%+27213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,280$331K0.12%013F-HRTimeline
Strategic Financial Concepts, LLC6,218$327K0.08%new13F-HRTimeline
PMG Family Office LLC6,197$326K0.36%013F-HRTimeline
Obermeyer Wealth Partners6,190$326K0.02%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC6,165$325K0.34%-1,72813F-HRTimeline
Mayfair Advisory Group, LLC6,079$320K0.11%+20013F-HRTimeline
FFT WEALTH MANAGEMENT LLC6,065$319K0.06%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT6,061$319K0.02%-3,01913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC6,053$319K0.1%+513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,000$316K0.05%-7,45813F-HRTimeline
Quadrant Private Wealth Management, LLC5,991$315K0.05%new13F-HRTimeline
KICKSTAND VENTURES, LLC.5,913$311K0.07%new13F-HRTimeline
LongView Wealth Management6,032$311K0.08%+33713F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,846$308K0.02%new13F-HRTimeline
PFG Advisors5,830$307K0.01%-1,58413F-HRTimeline
Beaumont Asset Management, L.L.C.5,816$306K0.14%-1,57413F-HRTimeline
SFMG, LLC5,809$306K0.02%013F-HRTimeline
Merit Financial Group, LLC5,774$304K<0.01%+26713F-HRTimeline
MPS Loria Financial Planners, LLC5,756$303K0.08%+713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,714$301K0.03%+14613F-HRTimeline
J. L. Bainbridge & Co., Inc.5,680$299K0.03%+27113F-HRTimeline
Washington Trust Advisors, Inc.5,667$298K0.02%-21113F-HRTimeline
Premier Path Wealth Partners, LLC5,635$297K0.04%+59913F-HRTimeline