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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
Cornerstone Select Advisors, LLC4,375$227K0.22%013F-HRTimeline
SEARLE & CO.4,337$225K0.06%013F-HRTimeline
TD Waterhouse Canada Inc.4,481$225K<0.01%+71613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,319$224K0.02%new13F-HRTimeline
Cadent Capital Advisors, LLC4,279$222K0.08%new13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,185$217K0.08%013F-HRTimeline
Destiny Wealth Partners, LLC4,160$216K0.03%-12513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.4,096$213K0.04%new13F-HRTimeline
Dana Investment Advisors, Inc.4,044$210K0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC4,036$210K0.11%new13F-HRTimeline
Icon Wealth Advisors, LLC3,987$207K0.02%-1313F-HRTimeline
Pinnacle Bancorp, Inc.3,986$207K0.07%013F-HRTimeline
Annex Advisory Services, LLC3,950$205K0.01%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,896$202K0.1%new13F-HRTimeline
Kingsman Wealth Management, Inc.3,852$200K0.15%13F-HRTimeline
Larson Financial Group LLC3,837$199K0.01%013F-HRTimeline
Roxbury Financial LLC3,746$194K0.19%+113F-HRTimeline
Geneos Wealth Management Inc.3,740$194K<0.01%+2,17013F-HRTimeline
Lindbrook Capital, LLC3,690$192K0.02%-1,17513F-HRTimeline
AE Wealth Management LLC3,622$188K<0.01%+24613F-HRTimeline
Friedenthal Financial3,509$182K0.11%+2,26813F-HRTimeline
WHITTIER TRUST CO2,999$156K<0.01%+5013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,957$154K0.03%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.2,800$145K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC2,778$144K0.1%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,730$142K0.02%+1,01013F-HRTimeline
Hurley Capital, LLC2,584$134K0.1%+1,92613F-HRTimeline
MONTAG A & ASSOCIATES INC2,565$133K0.01%-60613F-HRTimeline
SIMPLEX TRADING, LLC2,479$128K<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,286$119K0Timeline
HHM Wealth Advisors, LLC2,215$115K0.02%-93513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,141$111K<0.01%-5,79513F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC2,100$109K0.05%+3913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,000$104K0.01%13F-HRTimeline
Kathleen S. Wright Associates Inc.2,000$104K0.04%+19013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,997$104K0.04%-27013F-HRTimeline
CENTRAL TRUST Co1,944$101K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,906$99K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,867$96.9K<0.01%+1,02913F-HRTimelineGroup
CoreCap Advisors, LLC1,803$93.6K<0.01%-7,97613F-HRTimeline
Hara Capital LLC1,790$93K0.06%-95013F-HRTimeline
Princeton Global Asset Management LLC1,750$90.9K0.02%-25013F-HRTimeline
EASTERN BANK1,720$89.3K<0.01%013F-HRTimeline
Putney Financial Group LLC1,646$85.5K0.09%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,614$83.8K<0.01%+1913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,547$80.4K<0.01%-5,19013F-HRTimelineGroup
Redwood Park Advisors LLC1,545$80.2K0.07%new13F-HRTimeline
Hexagon Capital Partners LLC1,474$76.5K0.01%-6113F-HRTimeline
Summer Road LLC1,453$75.7K0.07%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rosenberg Matthew Hamilton1,441$74.8K0.02%013F-HRTimeline
PSI Advisors, LLC1,433$74.4K0.02%-66313F-HRTimeline
NFSG Corp1,368$71.1K0.02%-1,98413F-HRTimeline
Transce3nd, LLC1,332$69K0.03%-2,31013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,300$67.5K0.05%+80013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,300$67.5K0.03%013F-HR/ATimeline
Citizens National Bank Trust Department1,260$65.4K0.01%013F-HRTimeline
10Elms LLP1,150$59.7K0.06%013F-HRTimeline
First Horizon Advisors, Inc.1,045$54.3K<0.01%+30013F-HRTimeline
Private Wealth Asset Management, LLC1,020$53K0.01%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$51.9K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC965$50K<0.01%+1013F-HRTimelineGroup
City State Bank837$43.5K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST834$43.3K0.02%013F-HRTimeline
Founders Capital Management808$42K0.03%013F-HRTimeline
Sandy Spring Bank794$41.2K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC757$39.3K0.01%-1,20813F-HRTimeline
Copia Wealth Management737$38.3K0.04%new13F-HRTimeline
Asset Dedication, LLC672$34.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC650$33.8K<0.01%+15613F-HRTimeline
GS Investments, Inc.600$31.2K0.01%013F-HRTimeline
McIlrath & Eck, LLC599$31.1K<0.01%013F-HRTimeline
Headlands Technologies LLC596$31K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.591$30.7K0.02%-20013F-HRTimeline
Archer Investment Corp543$28.2K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$26K<0.01%013F-HRTimeline
CITY HOLDING CO500$26K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC463$24K0.01%+41113F-HRTimeline
Financial Management Professionals, Inc.458$23.8K<0.01%+813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC425$22.1K0.01%-20013F-HRTimeline
Park Square Financial Group, LLC417$21.6K0.02%-2013F-HRTimeline
Financial Perspectives, Inc408$21.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC400$20.8K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC400$20.8K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…400$20.8K0.02%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…397$20.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust395$20.5K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC408$19.2K0.02%-37813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.357$18.5K0.01%-913F-HRTimeline
Golden State Wealth Management, LLC327$17K<0.01%new13F-HR/ATimeline
CGC Financial Services, LLC325$16.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$15.6K0.01%013F-HRTimeline
Wiser Advisor Group LLC276$14.3K0.02%+513F-HRTimeline
GW&K Investment Management, LLC260$14K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC261$13.6K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC247$12.8K0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc245$12.8K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.218$11.3K<0.01%+20013F-HRTimeline
Reyes Financial Architecture, Inc.216$11.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC206$10.7K<0.01%013F-HRTimeline
Beacon Capital Management, LLC206$10.7K<0.01%013F-HRTimeline
Davis Capital Management196$10.2K0.01%+413F-HRTimeline
Stone House Investment Management, LLC190$9.87K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …168$8.73K<0.01%13F-HRTimelineGroup
Independence Bank of Kentucky160$8.31K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc171$8.24K<0.01%013F-HRTimeline
Cheviot Value Management, LLC172$8.17K<0.01%new13F-HRTimeline
Avion Wealth168$8K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.155$8K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC153$7.95K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.153$7.95K<0.01%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…139$7K<0.01%013F-HRTimeline
Arax Advisory Partners128$6.65K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$6.49K<0.01%013F-HRTimelineGroup
Abound Wealth Management113$5.85K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC109$5.66K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.91$4.73K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC85$4.44K<0.01%013F-HRTimeline
CVA Family Office, LLC80$4.16K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC60$3.12K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC50$2.6K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.50$2.6K<0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC44$2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28$1.45K<0.01%-2813F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP26$1.35K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC25$1.31K<0.01%013F-HRTimeline
REAP Financial Group, LLC25$1.3K<0.01%013F-HRTimeline
Heritage Wealth Advisors20$1.02K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC4$199<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-32613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.