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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
Edgemoor Investment Advisors, Inc.4,450$217K0.02%013F-HRTimeline
SEARLE & CO.4,337$212K0.06%013F-HRTimeline
Cadent Capital Advisors, LLC4,335$212K0.07%+5613F-HRTimeline
Hilltop National Bank4,300$210K0.05%13F-HRTimeline
Private Advisory Group LLC4,285$209K0.02%-39,11413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,229$207K0.01%-9013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,185$204K0.07%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.4,178$204K0.04%+8213F-HRTimeline
Destiny Wealth Partners, LLC4,160$203K0.03%013F-HRTimeline
CSS LLC/IL4,156$203K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC4,061$198K0.01%+7413F-HRTimeline
Smartleaf Asset Management LLC4,035$197K0.02%+3,63513F-HRTimeline
Pinnacle Bancorp, Inc.3,986$195K0.06%013F-HRTimeline
Larson Financial Group LLC3,837$187K0.01%013F-HRTimeline
Roxbury Financial LLC3,766$184K0.18%+2013F-HRTimeline
Kiker Wealth Management, LLC3,352$164K0.09%+57413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,292$161KnewTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,207$157K0.03%+25013F-HRTimelineGroup
WHITTIER TRUST CO3,053$149K<0.01%+5413F-HRTimeline
Sound Income Strategies, LLC2,945$144K0.01%+2,29513F-HRTimeline
AE Wealth Management LLC2,813$137K<0.01%-80913F-HRTimeline
Traub Capital Management LLC2,280$111K0.1%13F-HRTimeline
HHM Wealth Advisors, LLC2,215$108K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,141$105K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC2,100$103K0.05%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,026$99K0.04%+2913F-HRTimeline
Salomon & Ludwin, LLC2,000$97.9K0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,000$97.7K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.2,000$97.7K0.04%013F-HRTimeline
CENTRAL TRUST Co1,944$95K<0.01%013F-HRTimeline
Redwood Park Advisors LLC1,817$88.8K0.07%+27213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,789$87.4K<0.01%-7813F-HRTimelineGroup
Princeton Global Asset Management LLC1,750$85.5K0.02%013F-HRTimeline
EASTERN BANK1,720$84K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,701$83.1K0.01%-20513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,635$79.9K<0.01%+2113F-HRTimelineGroup
TD Waterhouse Canada Inc.1,656$77.6K<0.01%-2,82513F-HRTimeline
Geneos Wealth Management Inc.1,570$76.7K<0.01%-2,17013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,547$75.6K<0.01%013F-HRTimelineGroup
Summer Road LLC1,453$71.8K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Putney Financial Group LLC1,411$68.9K0.07%-23513F-HR/ATimeline
Transce3nd, LLC1,340$65.5K0.03%+813F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/1,330$65K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC1,300$63.5K0.02%013F-HRTimeline
GROUP ONE TRADING LLC1,287$62.9K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department1,260$61.6K0.01%013F-HRTimeline
Friedenthal Financial1,241$60.6K0.03%-2,26813F-HRTimeline
10Elms LLP1,150$56.2K0.05%013F-HRTimeline
First Horizon Advisors, Inc.1,133$55.4K<0.01%+8813F-HRTimeline
Private Wealth Asset Management, LLC1,020$49.8K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,000$48.9K0.02%013F-HRTimeline
Garde Capital, Inc.1,000$48.9K<0.01%new13F-HRTimeline
Independence Bank of Kentucky988$48.3K0.01%+82813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC976$48K<0.01%+1113F-HRTimelineGroup
CoreCap Advisors, LLC919$44.9K<0.01%-88413F-HRTimeline
City State Bank837$40.9K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST834$40.7K0.01%013F-HRTimeline
Copia Wealth Management830$40.6K0.03%+9313F-HRTimeline
Founders Capital Management808$39.5K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC802$39.2K<0.01%-1,76313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC802$39.2K0.01%+4513F-HRTimeline
Crews Bank & Trust800$39.1K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding791$38.6K-1,495Timeline
Rosenberg Matthew Hamilton707$34.5K0.01%-73413F-HRTimeline
Asset Dedication, LLC672$32.8K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC660$32.2K0.01%new13F-HRTimeline
Manchester Capital Management LLC600$29.3K<0.01%new13F-HRTimeline
GS Investments, Inc.600$29.3K0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.600$29.3K0.01%new13F-HRTimeline
McIlrath & Eck, LLC599$29.3K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.591$28.9K0.02%013F-HRTimeline
Nova Wealth Management, Inc.582$28.4K0.02%new13F-HRTimeline
Archer Investment Corp543$26.5K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$24.4K<0.01%013F-HRTimeline
CITY HOLDING CO500$24.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC438$21.4K0.02%+2113F-HRTimeline
Financial Management Professionals, Inc.436$21.3K<0.01%-2213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC425$20.8K0.01%013F-HRTimeline
Financial Perspectives, Inc408$19.9K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC408$19.9K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp400$19.5K<0.01%new13F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…400$19.5K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…400$19.5K0.02%013F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…397$19.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust395$19.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC378$18.5K<0.01%+5113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.357$17.4K0.01%013F-HRTimeline
CGC Financial Services, LLC325$15.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.300$14.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC261$12.8K<0.01%013F-HRTimeline
FSA Wealth Management LLC260$12.7K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC247$12.1K0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc245$12K<0.01%013F-HRTimeline
Arax Advisory Partners238$11.6K<0.01%+11013F-HRTimeline
Keystone Global Partners, LLC226$11K0.01%-6,25013F-HRTimeline
Reyes Financial Architecture, Inc.216$10.6K0.01%013F-HRTimeline
GAMMA Investing LLC208$10.2K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC206$10.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC206$10.1K<0.01%013F-HRTimeline
WFA of San Diego, LLC180$8.79K0.01%13F-HRTimeline
Cheviot Value Management, LLC172$8.44K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc171$8.36K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …168$8.21K<0.01%13F-HRTimelineGroup
Avion Wealth168$8K<0.01%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.155$8K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.154$7.53K<0.01%-2,64613F-HRTimeline
Blume Capital Management, Inc.153$7.48K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC149$7.28K<0.01%new13F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…139$6.79K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC137$6.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$6.11K<0.01%013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC119$5.81K<0.01%new13F-HR/ATimeline
Abound Wealth Management115$5.62K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC109$5.33K<0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.100$4.89K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.91$4.44K<0.01%013F-HRTimeline
CVA Family Office, LLC80$3.91K<0.01%013F-HRTimeline
SIMA Wealth Partners, LLC60$2.93K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC52$2.54K<0.01%-41113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC44$2K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP26$1.27K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26$1.27K<0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC25$1.24K<0.01%013F-HRTimeline
Hara Capital LLC25$1.22K<0.01%-1,76513F-HRTimeline
REAP Financial Group, LLC25$1.22K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.18$880<0.01%-20013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5$245<0.01%new13F-HRTimeline
Creekmur Asset Management LLC4$191<0.01%013F-HRTimeline
Key Financial Inc2$98<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.