Skip to content
Disclosery

AMLP ALPS ETF TR

Follow

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
MORGAN STANLEYin group MORGAN STANLEY14,191,497$683M0.05%+1,896,29213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,235,482$397M0.04%+1,156,73513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,317,491$352M0.07%-399,58913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,299,345$303M0.07%+1,023,32313F-HRTimelineGroup
LPL Financial LLC2,801,023$135M0.05%+401,06113F-HRTimeline
UBS Group AGin group UBS Group AG2,774,382$134M0.03%+175,45913F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,339,907$113M1.3%+495,12213F-HRTimelineGroup
Creative Planningin group Creative Planning2,298,672$111M0.11%-34,20913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,162,200$104M0.04%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,813,608$87.3M0.02%+94,16413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,418,546$68.3M-964,816Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,369,120$65.9M0.02%+118,90913F-HRTimelineGroup
RATIONAL ADVISORS, INC.1,116,290$53.8M5.26%-131,89013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,091,861$52.6M0.05%+20,07513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,079,417$52M0.73%+95,19113F-HRTimelineGroup
Naviter Wealth, LLC1,072,407$51.6M6.23%+195,32713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …942,736$45.4M0.03%-78,40613F-HRTimelineGroup
HighTower Advisors, LLC942,501$45.4M0.06%+70,48313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA911,727$43.8M0.13%+47,29013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\705,545$34M0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.675,619$32.5M0.07%+23,04913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC674,956$32.5M0.05%-11,00613F-HRTimeline
EP Wealth Advisors, LLC523,378$25.2M0.21%+11,93613F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…506,822$24.4M12.69%+196,12413F-HRTimeline
BLAIR WILLIAM & CO/IL504,193$24.3M0.07%+10,87913F-HRTimeline
CHOREO, LLC500,214$24.1M0.35%-69913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.499,667$24.1M0.03%+468,08313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS448,464$21.6M0.06%+98913F-HRTimeline
Proficio Capital Partners LLC434,649$20.9M1.7%+31,88213F-HR/ATimeline
NewEdge Advisors, LLC406,273$19.6M0.12%+23,58013F-HRTimeline
Maryland State Retirement & Pension Sys…399,453$19.2M0.42%013F-HRTimeline
FIRST AMERICAN TRUST, FSB393,219$18.9M1.89%-2,49813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…388,680$18.7M0.05%+121,93513F-HRTimelineGroup
Janney Montgomery Scott LLC384,365$18.5M0.05%-20,21513F-HRTimeline
Prime Capital Investment Advisors, LLC371,889$17.9M0.26%-14,26013F-HRTimeline
Cetera Investment Advisers359,807$17.3M0.04%-25,47913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\347,742$16.7M0.02%+2,38613F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding342,427$16.7M-6,301Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…338,773$16.3M0.03%+54713F-HR/ATimeline
Summit Financial Wealth Advisors, LLC305,106$16M3.12%-2113F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV330,042$15.9M7.34%+2,51613F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC324,775$15.6M11.21%+1,16413F-HRTimeline
Householder Group Estate & Retirement S…293,861$14.2M10.58%-5,55313F-HRTimeline
WEALTH ALLIANCE, LLC289,693$14M1.67%+47,78113F-HRTimeline
Ball & Co Wealth Management Inc.289,247$13.9M11.08%13F-HRTimeline
Violich Capital Management, Inc.282,790$13.6M1.77%+57,50013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC280,987$13.5M1.7%+79,92913F-HRTimeline
Enclave Advisors LLC278,238$13.4M2.2%+9,21713F-HRTimeline
Crescent Grove Advisors, LLC267,199$12.9M1.28%new13F-HRTimeline
Cambridge Investment Research Advisors,…262,995$12.7M0.04%+5,42813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…260,978$12.6M0.02%+233,53013F-HRTimelineGroup
New Harbor Financial Group, LLC246,071$11.9M3.54%+4,77213F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC246,071$11.9M3.54%new13F-HRTimeline
IronBridge Private Wealth, LLC245,922$11.8M4.35%-7,61613F-HRTimeline
Allworth Financial LP226,537$11.8M0.06%+118,90013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC243,800$11.7M0.77%-69713F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA242,544$11.7M0.81%-16,59513F-HRTimeline
Checchi Capital Advisers, LLC240,446$11.6M0.87%-9,40113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC240,406$11.6M0.97%+3113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC237,928$11.5M2.12%+11,83613F-HRTimeline
Orion Porfolio Solutions, LLC235,156$11.3M0.11%-56,62113F-HRTimeline
Orion Portfolio Solutions, LLC235,156$11.3M0.11%-56,62113F-HRTimeline
FORTEM FINANCIAL GROUP, LLC234,906$11.3M4.38%+2,05813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV233,915$11.3M0.03%+63,32713F-HRTimeline
Truffle Hound Capital, LLC220,000$10.6M6.34%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC216,907$10.4M3.8%+59,12213F-HRTimeline
Riggs Asset Managment Co. Inc.208,559$10M2.67%+5,47913F-HRTimeline
Prospera Financial Services Inc202,201$9.74M0.23%-33,20013F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC200,925$9.68M2.56%+8,77013F-HRTimeline
North Star Investment Management Corp.197,283$9.5M0.66%+5,37413F-HRTimeline
Private Advisor Group, LLC193,314$9.31M0.05%-15,85213F-HRTimeline
PFG Advisors187,227$9.02M0.55%-33913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC183,991$8.96M1.44%-51,74713F-HRTimelineGroup
Spectrum Wealth Counsel, LLC185,271$8.92M1.05%-1,10413F-HRTimeline
Sanctuary Advisors, LLC166,356$8.67M0.05%+24,67413F-HRTimeline
MUHLENKAMP & CO INC175,109$8.43M2.56%+813F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…172,785$8.32M0.45%-2,06213F-HRTimeline
Elgethun Capital Management171,730$8.27M2.01%+5,51913F-HRTimeline
Williams Jones Wealth Management, LLC.168,398$8.11M0.1%+6,99513F-HRTimeline
IFP Advisors, Inc168,295$8.11M0.27%+6,73013F-HRTimeline
NWAM LLC164,665$7.93M0.49%+67913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC163,694$7.88M0.26%+3,22513F-HRTimeline
Lake Hills Wealth Management, LLC160,882$7.75M5.29%+7,34113F-HRTimeline
Oxbow Advisors, LLC157,139$7.57M0.89%+125,74813F-HRTimeline
D.A. DAVIDSON & CO.155,692$7.5M0.06%+44,42513F-HRTimeline
VISTA FINANCE, LLC153,159$7.38M7.57%-2,82313F-HRTimeline
Brick & Kyle, Associates151,571$7.3M3.11%+6,60313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK149,145$7.18M0.04%+6,79513F-HRTimelineGroup
DENALI ADVISORS LLC148,388$7.15M0.75%+34313F-HRTimeline
L & S Advisors Inc148,044$7.13M0.78%+76,84613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding146,952$7.08M-2,872Timeline
Left Brain Wealth Management, LLC145,902$7.03M2.65%+3,14413F-HRTimeline
Advisory Services Network, LLC142,058$6.84M0.13%-15,79113F-HRTimeline
Madison Park Capital Advisors, LLC134,715$6.49M5.17%+6,83213F-HRTimeline
MML INVESTORS SERVICES, LLC128,672$6.2M0.02%-8,05913F-HRTimeline
Independent Advisor Alliance126,955$6.11M0.08%+109,99713F-HRTimeline
Integrated Advisors Network LLC125,489$6.04M0.29%+53,95013F-HRTimeline
Fortis Group Advisors, LLC119,830$5.77M1.07%+5,19213F-HRTimeline
Steward Partners Investment Advisory, L…118,675$5.72M0.05%+14,26013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding117,746$5.67M+72,730Timeline
CITIGROUP INCin group CITIGROUP INC112,677$5.43M0.01%+5,74213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding112,291$5.41M+57,284Timeline
NTV Asset Management LLC108,744$5.24M0.69%+74913F-HRTimeline
CIBC WORLD MARKET INC.108,731$5.24M0.01%-5,82813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC108,429$5.22M0.01%+17,80913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC106,694$5.14M0.35%+42,29013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105,088$5.06M<0.01%+54,74213F-HRTimelineGroup
Eagle Strategies LLC103,732$5M0.86%+7,39813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV102,702$4.95M2.85%+15,69413F-HRTimeline
Trivium Point Advisory, LLC102,604$4.94M0.62%+7,85913F-HRTimeline
HERBST GROUP, LLC100,884$4.86M3.03%-3,02913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC100,745$4.85M0.16%+2,11113F-HRTimeline
Global Retirement Partners, LLC100,247$4.83M0.14%+39,51213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC100,006$4.82M0.03%-7,11313F-HRTimelineGroup
Regency Capital Management Inc.\DE99,059$4.77M2.58%+88013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP128,204$4.72M0.01%+35,84913F-HRTimelineGroup
Kingsview Wealth Management, LLC98,053$4.72M0.09%+4,25013F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE97,825$4.71M0.67%013F-HRTimeline
COWA, LLC95,998$4.62M2.13%-49,87413F-HRTimeline
1 NORTH WEALTH SERVICES LLC94,752$4.56M1.93%13F-HRTimeline
ORG Partners LLC93,869$4.52M0.61%+65,77013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,623$4.46M0.01%-29,40413F-HRTimelineGroup
Clark Capital Management Group, Inc.92,371$4.45M0.03%new13F-HRTimeline
TKG Advisors, LLC84,955$4.43M2.04%+5,40413F-HRTimeline
Mariner, LLCin group Mariner, LLC91,448$4.4M0.01%+20,64413F-HRTimelineGroup
Private Advisory Group LLC91,353$4.4M0.49%+86,98113F-HR/ATimeline
RiverTree Advisors, LLC91,296$4.4M2.89%-1,01313F-HRTimeline
Verition Fund Management LLC90,495$4.36M0.02%new13F-HRTimeline
White Pine Investment CO90,495$4.36M1.18%+1,20113F-HRTimeline
Haven Private, LLC89,354$4.3M2.4%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC88,810$4.28M0.13%+11,66513F-HRTimeline
COMERICA BANK88,767$4.28M0.02%-7,77613F-HR/ATimeline
DAVENPORT & Co LLC88,035$4.24M0.02%+27,18313F-HRTimeline
CW Advisors, LLC87,961$4.24M0.06%-4,10113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding86,320$4.16M-106,954Timeline
CIBC WORLD MARKETS CORP86,056$4.14M0.02%-3,73913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…85,770$4.13M0.03%+1,07613F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO85,275$4.11M0.03%-4,84313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …83,456$4.02M0.06%+1,34813F-HRTimelineGroup
CONTINENTAL ADVISORS LLC82,723$3.98M3.02%-3,50013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC80,999$3.9M0.09%+3,10113F-HRTimelineGroup
Wealthspire Advisors, LLC79,825$3.84M0.04%-2613F-HRTimeline
Mills Wealth Advisors LLC78,953$3.8M2.16%+5,54913F-HRTimeline
SMART Wealth LLC78,403$3.78M1.34%+8,39913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC77,945$3.75M1.09%+45,61713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.75,844$3.65M0.26%+1,37013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC74,699$3.6M<0.01%new13F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.73,316$3.53M0.41%+22,37713F-HRTimeline
SteelPeak Wealth, LLC70,909$3.41M0.14%+13,70213F-HRTimeline
Mayflower Financial Advisors, LLC70,721$3.41M0.51%+12,17513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC69,021$3.32M0.11%+1,03913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mesirow Financial Investment Management…68,700$3.31M0.07%+3,28813F-HRTimeline
G&S Capital LLC67,920$3.27M1.35%+4,45613F-HRTimeline
Tradewinds, LLC.62,666$3.26M0.91%+9,38513F-HRTimeline
Financial Sense Advisors, Inc.66,966$3.23M1.08%new13F-HRTimeline
Aprio Wealth Management, LLC66,245$3.19M0.47%+19,81313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO65,240$3.14M<0.01%+12,02613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC65,042$3.13M0.23%+3,19513F-HRTimeline
Chicago Partners Investment Group LLC61,958$3.06M0.1%+3,96113F-HRTimeline
Berkeley Capital Partners, LLC61,909$2.98M0.83%+1,20913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC61,057$2.94M0.04%+3,33013F-HRTimeline
Heartwood Wealth Advisors LLC60,693$2.92M0.33%-56213F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC60,000$2.89M0.39%013F-HRTimeline
HANCOCK WHITNEY CORP59,570$2.87M0.09%+15,29013F-HRTimeline
Financial Advocates Investment Manageme…59,325$2.86M0.16%+3,44113F-HRTimeline
MGB Wealth Management, LLC59,155$2.85M0.88%+10,46113F-HRTimeline
Glaxis Capital Management, LLC58,000$2.79M7.73%+18,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,767$2.78M<0.01%+14,82313F-HRTimelineGroup
Bullseye Investment Management, LLC56,953$2.77M1.83%-93,92313F-HRTimeline
Sculati Wealth Management, LLC57,605$2.77M1.1%-1,83813F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd57,433$2.77M0.06%new13F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC57,315$2.76M1.47%-4,80313F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.57,290$2.76M0.38%-6,35013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…56,666$2.73M0.09%-3713F-HRTimelineGroup
Balefire, LLC55,704$2.71M0.93%+17,03413F-HRTimeline
Allen Capital Group, LLC56,336$2.71M0.33%+2,08913F-HRTimeline
Wilmington Savings Fund Society, FSB55,779$2.69M0.05%+77913F-HRTimeline
Beacon Pointe Advisors, LLC55,754$2.69M0.03%+7,36613F-HRTimeline
Pekin Hardy Strauss, Inc.55,717$2.68M0.34%-1,28013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV54,747$2.64M0.4%+84613F-HRTimeline
Schechter Investment Advisors, LLC54,505$2.62M0.2%-3,21513F-HRTimeline
SAM Advisors, LLC54,319$2.61M0.95%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC54,090$2.6M0.03%new13F-HRTimeline
Continuum Advisory, LLC53,760$2.59M0.33%+3413F-HRTimeline
Cascade Financial Partners, LLC53,370$2.57M0.33%013F-HRTimeline
Cypress Capital Management LLC (WY)52,651$2.54M2.9%-2,08313F-HRTimeline
Jackson Hole Capital Partners, LLC52,308$2.52M0.51%-6,17513F-HRTimeline
Payne Capital Management, LLC51,823$2.5M1.08%13F-HRTimeline
Sigma Planning Corp51,724$2.49M0.08%+12,70013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,641$2.49M<0.01%+23,36213F-HRTimelineGroup
Main Street Financial Solutions, LLC50,110$2.41M0.24%+6,31313F-HRTimeline
B&D White Capital Company, LLC50,000$2.41M0.41%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …49,743$2.4M0.19%+39,75913F-HR/ATimeline
Thompson David Blair49,741$2.4M1.74%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC49,645$2.39M0.01%-4,19513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.48,907$2.36M0.01%+11,44313F-HRTimeline
WealthBridge Capital Management, LLC48,757$2.35M0.65%+4,58313F-HRTimeline
NVWM, LLC48,399$2.33M0.59%+17,65913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC48,025$2.31M0.37%-5,11913F-HRTimeline
FFG RETIREMENT ADVISORS LLC47,395$2.28M1.49%+54813F-HRTimeline