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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
Arlington Trust Co LLCin group Arlington Trust Co LLC2,957$142K0.03%013F-HRTimelineGroup
WHITTIER TRUST CO2,949$142K<0.01%+5113F-HRTimeline
Hilltop National Bank2,800$135K0.04%013F-HRTimeline
Hara Capital LLC2,740$132K0.08%013F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …14,657$125K0.02%+2,70913F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding2,286$110K0Timeline
ELEVATION WEALTH PARTNERS, LLC2,267$109K0.05%+4213F-HRTimeline
PSI Advisors, LLC2,096$101K0.03%-9913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC2,061$99.3K0.05%+4013F-HRTimeline
Venturi Wealth Management, LLC2,022$97.4K<0.01%+1,96013F-HRTimeline
Zions Bancorporation, N.A.2,000$96.3K0.01%013F-HRTimeline
Princeton Global Asset Management LLC2,000$96.3K0.02%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,965$94.6K0.03%+813F-HRTimeline
CENTRAL TRUST Co1,944$93.6K<0.01%-20013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,940$93.4K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.1,810$87.2K0.04%+26413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,720$82.8K0.02%+60013F-HRTimeline
EASTERN BANK1,720$82.8K<0.01%013F-HRTimeline
Putney Financial Group LLC1,646$79.3K0.07%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,595$76.8K<0.01%+2013F-HRTimelineGroup
Geneos Wealth Management Inc.1,570$75.6K<0.01%+96513F-HRTimeline
Hexagon Capital Partners LLC1,535$73.9K0.01%+8913F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC1,457$70.2K<0.01%-1,84713F-HRTimelineGroup
Summer Road LLC1,449$69.6K0.06%+713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rosenberg Matthew Hamilton1,441$69.4K0.02%-10413F-HRTimeline
Eagle Bay Advisors LLC1,438$69.3K0.04%+2813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,300$62.6K0.04%13F-HRTimeline
Citizens National Bank Trust Department1,260$60.7K0.01%013F-HRTimeline
Friedenthal Financial1,241$59.8K0.03%013F-HRTimeline
10Elms LLP1,150$55.4K0.06%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$48.2K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding982$47.3K-4,557Timeline
Capital Analysts, LLCin group Capital Analysts, LLC955$46K<0.01%+48413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…838$40.3K<0.01%-6513F-HRTimelineGroup
City State Bank837$40.3K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST834$40.2K0.01%013F-HRTimeline
Founders Capital Management808$38.9K0.02%013F-HRTimeline
Sandy Spring Bank794$38.2K<0.01%-55213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.791$38.1K0.03%new13F-HRTimeline
Principia Wealth Advisory, LLC786$37.9K0.04%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.760$36.6K0.02%013F-HRTimeline
First Horizon Advisors, Inc.745$35.9K<0.01%-2,71613F-HRTimeline
Asset Dedication, LLC672$32.4K<0.01%013F-HRTimeline
Hurley Capital, LLC658$32.1K0.03%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC625$30.1K0.02%+50013F-HRTimeline
GS Investments, Inc.600$28.9K0.01%013F-HRTimeline
Red Tortoise LLC600$28.9K0.02%013F-HRTimeline
McIlrath & Eck, LLC599$28.8K<0.01%-13013F-HRTimeline
Archer Investment Corp543$26.2K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$24.1K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC500$24.1K0.01%new13F-HRTimeline
Atlatl Advisers LLC500$24.1K0.01%13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich453$24.1K<0.01%new13F-HRTimeline
CITY HOLDING CO500$24.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC494$23.8K<0.01%+4013F-HRTimeline
Financial Management Professionals, Inc.450$21.7K<0.01%+913F-HRTimeline
Park Square Financial Group, LLC437$21K0.01%13F-HRTimeline
Financially Speaking Inc428$20.6K0.01%13F-HRTimeline
Financial Perspectives, Inc408$19.6K0.01%new13F-HRTimeline
UMB Bank, n.a.400$19.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOGAN CAPITAL MANAGEMENT INC400$19.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC400$19.2K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…397$19.2K<0.01%013F-HR/ATimeline
Parkside Financial Bank & Trust395$19K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.367$17.7K<0.01%-6413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.366$17.6K0.01%-72113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…326$16.9K<0.01%013F-HRTimeline
CGC Financial Services, LLC325$15.7K0.01%-2213F-HRTimeline
Mascoma Wealth Management LLC315$15.2K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.300$14.4K0.01%013F-HRTimeline
LEE DANNER & BASS INC290$14K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC271$13K0.02%+513F-HRTimeline
Glen Eagle Advisors, LLC260$12.5K<0.01%-2013F-HRTimeline
FSA Wealth Management LLC260$12.5K0.01%013F-HRTimeline
Aventura Private Wealth, LLC247$11.9K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc245$11.8K<0.01%013F-HRTimeline
Cyrus J. Lawrence, LLC245$11K<0.01%013F-HRTimeline
COUNTRY TRUST BANK220$10.6K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.216$10.4K0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC206$9.92K<0.01%013F-HRTimeline
Beacon Capital Management, LLC206$9.92K<0.01%013F-HRTimeline
Kings Path Partners LLC200$9.63K<0.01%new13F-HRTimeline
Davis Capital Management192$9.24K0.01%+413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…180$8.67K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc171$8.24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …168$8.09K<0.01%013F-HRTimelineGroup
Avion Wealth168$8K<0.01%013F-HRTimeline
Independence Bank of Kentucky160$7.71K<0.01%013F-HRTimeline
Blume Capital Management, Inc.153$7.37K<0.01%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…139$7K<0.01%013F-HRTimeline
Arax Advisory Partners128$6.17K<0.01%013F-HRTimeline
STEPH & CO126$6.07K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$6.02K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC120$5.78K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.111$5.34K<0.01%+613F-HRTimeline
Abound Wealth Management111$5.33K<0.01%+313F-HRTimeline
AMERIFLEX GROUP, INC.91$4.69K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC85$4.09K<0.01%13F-HRTimeline
CVA Family Office, LLC80$3.85K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc60$2.89K<0.01%-25113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC56$2.7K<0.01%+3813F-HRTimelineGroup
Iron Horse Wealth Management, LLC52$2.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC50$2.41K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.50$2.41K<0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC44$2K<0.01%013F-HRTimeline
LGT Financial Advisors LLC25$1.22K<0.01%013F-HRTimeline
REAP Financial Group, LLC25$1.2K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.20$9690.09%-20,85213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.18$867<0.01%013F-HRTimeline
Creekmur Asset Management LLC4$202<0.01%-113F-HRTimeline