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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
Krilogy Financial LLC5,734$296K0.01%+39413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC5,600$295K0.12%013F-HRTimeline
Trask Adam Roland5,594$294K0.28%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,585$294K0.02%-21513F-HRTimeline
Keudell/Morrison Wealth Management5,577$294K0.06%+27513F-HRTimeline
Richard C. Young & CO., LTD.5,577$294K0.02%-255,13613F-HRTimeline
Nalls Sherbakoff Group, LLC5,544$292K0.21%013F-HRTimeline
USAdvisors Wealth Management, LLC5,450$290K0.1%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,459$287K0.06%+55113F-HRTimeline
Crusonia Wealth Advisors LLC5,415$285K0.06%+6813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,402$284K0.03%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.5,319$280K0.1%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,300$279K<0.01%-682,13513F-HRTimelineGroup
Hilltop National Bank5,300$279K0.07%013F-HRTimeline
Institute for Wealth Management, LLC.5,200$274K0.03%-19913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,225$273K0.01%+4,10013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,135$270K<0.01%013F-HRTimelineGroup
Investment Research Partners LLC5,133$270K0.11%013F-HRTimeline
Millennium Capital Advisors, LLC5,108$269K0.17%+2913F-HRTimeline
Provident Wealth Management, LLC5,096$268K0.08%-18713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC5,062$266K0.1%013F-HRTimeline
Envision Financial LLC5,057$266K0.14%-1,72413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,039$265K<0.01%-2,27013F-HRTimeline
Moors & Cabot, Inc.5,035$265K0.01%-16613F-HRTimeline
Intellectus Partners, LLC5,014$264K0.05%+5213F-HRTimeline
Financial Insights, Inc.5,010$264K0.09%+2013F-HRTimeline
CENTRAL TRUST Co4,994$263K0.01%+3,10013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd4,991$263K<0.01%-14,99113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SOA Wealth Advisors, LLC.261,798$262K0.05%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,968$262K<0.01%-59413F-HRTimelineGroup
Annex Advisory Services, LLC4,920$259K<0.01%new13F-HRTimeline
Objective Capital Management, LLC4,916$259K0.26%new13F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.4,824$254K0.24%-30013F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,784$252K<0.01%new13F-HRTimeline
Redwood Family Wealth LLC4,697$247K0.24%+3513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,647$245K0.17%+9013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,650$242K0.08%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,546$239K0.01%new13F-HRTimeline
Cadent Capital Advisors, LLC4,513$238K0.06%+5913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,500$237K0.02%013F-HRTimeline
Empowered Funds, LLC4,472$235K<0.01%new13F-HR/ATimeline
EPG Wealth Management LLC4,460$235K0.06%-16313F-HRTimeline
Edgemoor Investment Advisors, Inc.4,450$234K0.02%013F-HRTimeline
Southland Equity Partners LLC4,445$234K0.05%-1,30213F-HRTimeline
Sequoia Financial Advisors, LLC4,442$234K<0.01%new13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.4,440$234K0.04%+8613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT4,407$232K0.11%+2813F-HRTimeline
Gilman Hill Asset Management, LLC4,375$230K0.03%-50013F-HRTimeline
Icon Wealth Advisors, LLC4,298$228K0.01%new13F-HRTimeline
SEARLE & CO.4,337$228K0.06%013F-HRTimeline
INSIGHT 2811, INC.4,247$224K0.1%new13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC4,170$220K0.06%new13F-HRTimeline
Proactive Wealth Strategies LLC4,168$219K0.04%new13F-HRTimeline
Destiny Wealth Partners, LLC4,160$219K0.02%013F-HRTimeline
Secure Asset Management, LLC4,139$218K0.03%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,124$217K0.03%new13F-HRTimeline
NorthRock Partners, LLC4,118$217K<0.01%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,099$216K0.02%new13F-HRTimeline
Evolution Wealth Advisors, LLC4,050$213K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,049$213K0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.4,044$213K0.01%new13F-HRTimeline
Capital Asset Advisory Services LLC4,152$213K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,036$212K0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC4,036$212K0.07%new13F-HRTimeline
Balboa Wealth Partners4,029$212K0.04%new13F-HRTimeline
Friedenthal Financial4,027$212K0.11%+2,92513F-HRTimeline
Ignite Planners, LLC4,018$212K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,011$211K<0.01%-16,11113F-HRTimeline
Atlantic Edge Private Wealth Management…4,005$211K0.05%-7213F-HRTimeline
Ridgepath Capital Management LLC4,000$211K0.1%new13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC4,000$211K0.17%new13F-HRTimeline
Atria Investments, Inc3,972$209K<0.01%-6,74313F-HRTimeline
Argent Advisors, Inc.3,952$208K0.06%-10,15013F-HRTimeline
Pasadena Private Wealth, LLC3,934$207K0.03%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,883$204K0.01%new13F-HRTimeline
1ST SOURCE BANK3,842$202K0.01%new13F-HRTimeline
INVESTED ADVISORS3,832$202K0.2%new13F-HRTimeline
DF DENT & CO INC3,809$201K<0.01%new13F-HRTimeline
Roxbury Financial LLC3,766$198K0.18%013F-HRTimeline
Larson Financial Group LLC3,700$195K0.01%-27313F-HRTimeline
FIRST HORIZON CORP3,689$194K0.01%+2,19913F-HRTimeline
WHITTIER TRUST CO3,226$169K<0.01%+5713F-HRTimeline
Holos Integrated Wealth LLC3,145$166K0.08%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,120$164K0.05%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,111$164K0.02%-6813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,837$149K-841Timeline
Wealth Preservation Advisors, LLC2,825$149K0.12%-2,36213F-HRTimeline
Keating Financial Advisory Services, In…2,766$146K0.02%-1,70813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,627$138K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC2,542$132K0.01%-19413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,458$129K0.05%+2113F-HRTimeline
Nova Wealth Management, Inc.2,415$127K0.08%-25013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,400$126K<0.01%-9613F-HRTimelineGroup
HHM Wealth Advisors, LLC2,309$122K0.01%+2913F-HRTimeline
OBSIDIAN CIO, LLC2,222$117K0.1%013F-HRTimeline
Lodestone Wealth Management LLC2,172$114K0.05%+4213F-HR/ATimeline
Cassaday & Co Wealth Management LLC2,068$109K<0.01%new13F-HRTimeline
ADG Wealth Management Group, LLC2,064$109K0.08%new13F-HRTimeline
Bogart Wealth, LLC2,061$108K<0.01%-3,66013F-HRTimeline
Aptus Capital Advisors, LLC2,038$107K<0.01%+1113F-HRTimeline
Golden State Wealth Management, LLC2,002$105K0.01%-9413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,000$105K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,953$103K<0.01%+38313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,911$101K0.03%new13F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.1,874$98.6K0.02%new13F-HRTimelineGroup
NFSG Corp1,857$97.8K0.02%+43313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,829$96.3K0.03%-15413F-HRTimeline
Redwood Park Advisors LLC1,825$96.1K0.07%+313F-HRTimeline
Greykasell Wealth Strategies, Inc.1,818$95.7K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,783$93.8K<0.01%+10213F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC1,762$92.8K0.07%013F-HRTimeline
Cornerstone Planning Group LLC1,711$92.2K0.01%-12,23313F-HRTimeline
Princeton Global Asset Management LLC1,750$92.1K0.02%013F-HRTimeline
EASTERN BANK1,720$90.5K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,620$85.3K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,626$81.5K<0.01%+2513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,547$81.4K<0.01%013F-HRTimelineGroup
Summer Road LLC1,524$80.2K0.06%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
10Elms LLP1,522$80.1K0.05%+37213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,398$73.6K<0.01%-29813F-HRTimelineGroup
CoreCap Advisors, LLC1,395$73.4K<0.01%+37113F-HRTimeline
PALLADIEM, LLC1,281$67.1K0.06%013F-HRTimeline
Citizens National Bank Trust Department1,260$66.3K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,300$63.5K0.03%013F-HRTimeline
Pioneer Family Office, LLC1,206$63.5K0.04%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,203$63.3K0.05%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,188$62.5K0.06%013F-HRTimeline
Prosperity Bancshares Inc1,081$56.9K0.05%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,041$54K<0.01%+6513F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.1,000$52.6K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management971$51.1K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…945$49.7K0.04%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC910$47.9K<0.01%013F-HRTimelineGroup
City State Bank837$44.1K0.01%-16913F-HRTimeline
FIRST UNITED BANK & TRUST834$43.9K0.01%013F-HRTimeline
Founders Capital Management808$42.5K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC802$42.2K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC800$42.1K0.01%new13F-HRTimeline
Crews Bank & Trust800$42.1K0.01%013F-HRTimeline
McIlrath & Eck, LLC729$38.4K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC700$36.8K0.01%+60013F-HRTimeline
Asset Dedication, LLC672$35.4K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC600$31.6K<0.01%013F-HRTimeline
GS Investments, Inc.600$31.6K0.02%013F-HRTimeline
Quaker Wealth Management, LLC600$31.6K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.581$30.6K0.02%013F-HRTimeline
GAMMA Investing LLC564$29.7K<0.01%-8013F-HRTimeline
Archer Investment Corp543$28.6K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC531$28K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.463$24.4K<0.01%+913F-HRTimeline
Independence Bank of Kentucky460$24.2K<0.01%-17513F-HRTimeline
United Community Bankin group United Community Bank460$24.2K0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC425$22.9K0.01%+30013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC402$21.2K<0.01%new13F-HRTimeline
Copia Wealth Management360$18.9K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.357$18.8K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC350$18.4K<0.01%new13F-HRTimeline
CGC Financial Services, LLC325$17.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc322$17K<0.01%+613F-HRTimeline
BARRETT & COMPANY, INC.300$15.8K0.01%013F-HRTimeline
Wiser Advisor Group LLC299$15.7K0.02%+613F-HRTimeline
Noble Wealth Management PBC275$14.5K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC263$13.8K<0.01%+113F-HRTimeline
VSM Wealth Advisory, LLC247$13K<0.01%+2013F-HRTimeline
Steigerwald, Gordon & Koch Inc.238$12.5K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.216$12K<0.01%+3013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC206$10.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC200$10.5K<0.01%new13F-HRTimeline
Addison Advisors LLC200$10.5K<0.01%new13F-HRTimeline
Davis Capital Management199$10.5K0.01%013F-HRTimeline
Vision Retirement, LLC181$9.52K<0.01%+4613F-HRTimeline
Cheviot Value Management, LLC172$9.05K<0.01%013F-HRTimeline
Truvestments Capital LLC171$9K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton171$9K<0.01%-6213F-HRTimeline
Ares Financial Consulting, LLC170$8.86K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …168$8.84K<0.01%013F-HRTimelineGroup
Blume Capital Management, Inc.153$8.05K<0.01%013F-HRTimeline
Avion Wealth168$8K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS144$7.57K<0.01%013F-HRTimeline
Corsicana & Co.141$7.32K<0.01%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…139$7.32K<0.01%013F-HRTimeline
WFA of San Diego, LLC130$6.84K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…125$6.58K<0.01%013F-HR/ATimelineGroup
Abound Wealth Management122$6.43K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC109$5.74K<0.01%013F-HRTimeline
Root Financial Partners, LLC104$5.47K<0.01%013F-HRTimeline
Crewe Advisors LLC100$5.26K<0.01%new13F-HRTimeline
CVA Family Office, LLC80$4.21K<0.01%013F-HRTimeline
PROTECTIVE LIFE CORP76$4K0.01%new13F-HRTimeline
SIGNATUREFD, LLC65$3.42K<0.01%+1313F-HRTimeline
MidFirst Bank65$3.42K<0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC60$3.16K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC59$3.11K<0.01%-8513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC49$2.58K<0.01%new13F-HRTimeline
True Link Financial Advisors, LLC44$2.3K<0.01%new13F-HR/ATimeline
Triumph Capital Management40$2.11K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40$2.04K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC32$1.68K0.01%013F-HRTimeline
REAP Financial Group, LLC25$1.32K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.18$948<0.01%013F-HRTimeline