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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
MORGAN STANLEYin group MORGAN STANLEY15,202,736$790M0.06%+1,011,23913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,398,554$436M0.04%+163,07213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,325,887$381M0.07%+8,39613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,061,697$367M0.09%+762,35213F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,393,868$176M0.04%+619,48613F-HRTimelineGroup
LPL Financial LLC3,238,970$168M0.07%+437,94713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,080,512$160M1.87%+740,60513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,563,333$133M0.05%+401,13313F-HRTimelineGroup
Creative Planningin group Creative Planning2,269,202$118M0.11%-29,47013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,803,093$93.7M0.02%-10,51513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,372,051$71.3M0.02%+2,93113F-HRTimelineGroup
Naviter Wealth, LLC1,116,240$58.1M7.04%+43,83313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,111,569$57.7M-306,977Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,109,643$57.6M0.06%+17,78213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,063,408$55.2M0.81%-16,00913F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …935,988$48.6M0.03%-6,74813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA909,442$47.2M0.15%-2,28513F-HRTimelineGroup
HighTower Advisors, LLC881,398$45.8M0.06%-61,10313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\705,545$36.6M0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC705,284$36.6M0.05%+30,32813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.675,240$35.1M0.08%-37913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\565,681$29.4M0.04%+217,93913F-HRTimelineGroup
Janney Montgomery Scott LLC538,685$28M0.08%+154,32013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…533,945$27.7M0.07%+145,26513F-HRTimelineGroup
EP Wealth Advisors, LLC530,502$27.6M0.22%+7,12413F-HRTimeline
BLAIR WILLIAM & CO/IL521,816$27.1M0.08%+17,62313F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…506,822$26.3M15.26%013F-HRTimeline
Prime Capital Investment Advisors, LLC471,521$24.5M0.29%+99,63213F-HRTimeline
New Harbor Financial Group, LLC465,660$24.2M6.43%+219,58913F-HRTimeline
CHOREO, LLC463,885$24.1M0.37%-36,32913F-HRTimeline
Cambridge Investment Research Advisors,…446,713$23.2M0.08%+183,71813F-HRTimeline
Proficio Capital Partners LLC440,000$22.9M1.77%+5,35113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS437,871$22.7M0.06%-10,59313F-HRTimeline
NewEdge Advisors, LLC422,755$22M0.13%+16,48213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…418,118$21.7M0.04%+79,34513F-HRTimeline
FIRST AMERICAN TRUST, FSB407,144$21.1M1.94%+13,92513F-HRTimeline
Maryland State Retirement & Pension Sys…399,453$20.7M0.49%013F-HRTimeline
Cetera Investment Advisers355,245$18.5M0.04%-4,56213F-HRTimeline
Prospera Financial Services Inc335,026$17.4M0.4%+132,82513F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV333,971$17.3M7.5%+3,92913F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC316,648$16.4M11.32%-8,12713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding334,109$16.1M-8,318Timeline
SPIREPOINT PRIVATE CLIENT, LLC309,897$16.1M2.1%+28,91013F-HRTimeline
Enclave Advisors LLC309,203$16.1M2.74%+30,96513F-HRTimeline
Summit Financial Wealth Advisors, LLC307,188$16M3.17%+2,08213F-HRTimeline
B&D White Capital Company, LLC304,679$15.8M2.33%+254,67913F-HRTimeline
Ball & Co Wealth Management Inc.294,595$15.3M16.4%+5,34813F-HRTimeline
Checchi Capital Advisers, LLC291,331$15.1M1.07%+50,88513F-HRTimeline
Violich Capital Management, Inc.286,540$14.9M2.01%+3,75013F-HRTimeline
WEALTH ALLIANCE, LLC270,699$14.1M1.7%-18,99413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD267,900$13.9M0.04%new13F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC260,828$13.5M0.85%+17,02813F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC247,016$12.8M2.23%+9,08813F-HRTimeline
IronBridge Private Wealth, LLC244,343$12.7M5%-1,57913F-HRTimeline
Orion Porfolio Solutions, LLC243,909$12.7M0.12%+8,75313F-HRTimeline
Orion Portfolio Solutions, LLC243,909$12.7M0.12%+8,75313F-HR/ATimeline
NOVARE CAPITAL MANAGEMENT LLC241,348$12.5M1.1%+94213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC241,336$12.5M4.88%+6,43013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC235,596$12.2M4.55%+18,68913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA228,198$11.9M0.83%-14,34613F-HRTimeline
D.A. DAVIDSON & CO.219,178$11.4M0.09%+63,48613F-HRTimeline
Riggs Asset Managment Co. Inc.218,167$11.3M3.24%+9,60813F-HRTimeline
Hilton Capital Management, LLC216,726$11.3M0.96%new13F-HRTimeline
VISTA FINANCE, LLC216,247$11.2M9.74%+63,08813F-HRTimeline
Allworth Financial LP222,223$11M0.06%-4,31413F-HRTimeline
Private Advisor Group, LLC202,747$10.5M0.06%+9,43313F-HRTimeline
North Star Investment Management Corp.199,475$10.4M0.75%+2,19213F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC196,300$10.2M3.04%-4,62513F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP189,814$9.85M0.27%new13F-HRTimelineGroup
Spectrum Wealth Counsel, LLC184,261$9.57M1.15%-1,01013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding178,099$9.25M+31,147Timeline
MUHLENKAMP & CO INC176,704$9.18M3%+1,59513F-HRTimeline
Elgethun Capital Management173,982$9.04M2.02%+2,25213F-HRTimeline
Truffle Hound Capital, LLC170,000$8.83M5.66%-50,00013F-HRTimeline
ORG Partners LLC173,636$8.77M2.16%+79,76713F-HRTimeline
PFG Advisors167,877$8.72M0.49%-19,35013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC164,745$8.56M0.29%+1,05113F-HRTimeline
IFP Advisors, Inc164,714$8.56M0.26%-3,58113F-HRTimeline
Oxbow Advisors, LLC163,081$8.47M0.89%+5,94213F-HRTimeline
Williams Jones Wealth Management, LLC.162,772$8.45M0.11%-5,62613F-HRTimeline
Aprio Wealth Management, LLC160,846$8.35M1.05%+94,60113F-HRTimeline
Brick & Kyle, Associates161,411$8.32M3.82%+9,84013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO156,304$8.12M<0.01%+91,06413F-HRTimelineGroup
L & S Advisors Inc154,083$8M0.99%+6,03913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK151,295$7.86M0.05%+2,15013F-HRTimelineGroup
Steward Partners Investment Advisory, L…148,780$7.73M0.07%+30,10513F-HRTimeline
Advisory Services Network, LLC148,529$7.71M0.15%+6,47113F-HRTimeline
DENALI ADVISORS LLC147,840$7.68M0.87%-54813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP144,614$7.53M0.01%+39,52613F-HR/ATimelineGroup
Left Brain Wealth Management, LLC144,935$7.53M3.29%-96713F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…144,436$7.5M0.49%-28,34913F-HRTimeline
Madison Park Capital Advisors, LLC136,397$7.08M6.22%+1,68213F-HRTimeline
Lake Hills Wealth Management, LLC136,254$7.08M4.89%-24,62813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC134,959$7.01M0.01%+22,28213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC130,111$6.76M0.04%+30,10513F-HRTimelineGroup
Fortis Group Advisors, LLC128,459$6.67M1.3%+8,62913F-HRTimeline
Sanctuary Advisors, LLC128,085$6.65M0.05%-38,27113F-HRTimeline
MML INVESTORS SERVICES, LLC127,209$6.61M0.02%-1,46313F-HRTimeline
NorthCoast Asset Management LLC125,924$6.54M0.03%new13F-HR/ATimeline
LYNX CAPITAL GROUP LTD /ADV121,446$6.31M3.25%+18,74413F-HRTimeline
Qube Research & Technologies Ltd121,273$6.3M0.01%+79,69113F-HRTimeline
Kingsview Wealth Management, LLC120,719$6.27M0.12%+22,66613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding119,944$6.23M+7,653Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…119,814$6.22M0.2%+2,06813F-HRTimelineGroup
Trivium Point Advisory, LLC117,656$6.11M0.76%+15,05213F-HRTimeline
NTV Asset Management LLC113,956$5.92M0.79%+5,21213F-HRTimeline
Ripple Effect Asset Management LP109,397$5.68M6.82%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC109,230$5.67M0.01%+80113F-HRTimelineGroup
DAVENPORT & Co LLC106,628$5.54M0.03%+18,59313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP106,269$5.52M0.01%-21,93513F-HRTimelineGroup
HERBST GROUP, LLC106,113$5.51M3.9%+5,22913F-HRTimeline
Cyndeo Wealth Partners, LLC104,920$5.45M0.36%-1,77413F-HRTimeline
Eagle Strategies LLC102,179$5.31M0.92%-1,55313F-HRTimeline
COMERICA BANK101,901$5.29M0.02%+13,13413F-HRTimeline
Mariner, LLCin group Mariner, LLC99,910$5.19M0.01%+8,46213F-HRTimelineGroup
Regency Capital Management Inc.\DE98,670$5.12M3.06%-38913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC98,466$5.11M0.18%-2,27913F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE97,825$5.08M0.74%013F-HRTimeline
Financial Sense Advisors, Inc.97,261$5.05M1.44%+30,29513F-HRTimeline
Haven Private, LLC94,854$4.93M2.79%+5,50013F-HRTimeline
Clark Capital Management Group, Inc.93,857$4.87M0.03%+1,48613F-HRTimeline
U.S. Capital Wealth Advisors, LLC93,083$4.83M0.15%+4,27313F-HRTimeline
RiverTree Advisors, LLC92,109$4.78M3.2%+81313F-HRTimeline
&PARTNERS91,697$4.77M0.05%+61,65813F-HRTimeline
COWA, LLC90,964$4.72M2.02%-5,03413F-HRTimeline
CW Advisors, LLC90,722$4.71M0.06%+2,76113F-HRTimeline
White Pine Investment CO90,309$4.69M1.26%-18613F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.90,122$4.68M0.57%+16,80613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …89,570$4.65M0.07%+6,11413F-HRTimelineGroup
AlphaCore Capital LLC89,273$4.64M0.39%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV88,573$4.6M0.01%-145,34213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,622$4.55M0.01%-5,00113F-HRTimelineGroup
Integrated Advisors Network LLC87,323$4.54M0.23%-38,16613F-HRTimeline
Mills Wealth Advisors LLC87,110$4.52M2.4%+8,15713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…85,534$4.44M0.04%-23613F-HRTimelineGroup
STANSBERRY ASSET MANAGEMENT, LLC84,520$4.39M0.53%new13F-HRTimeline
TKG Advisors, LLC83,494$4.34M2.14%-1,46113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.82,969$4.31M0.31%+7,12513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC82,779$4.3M0.15%+13,75813F-HRTimeline
CONGRESS ASSET MANAGEMENT CO82,648$4.29M0.03%-2,62713F-HRTimeline
SMART Wealth LLC81,266$4.22M1.51%+2,86313F-HRTimeline
1 NORTH WEALTH SERVICES LLC80,950$4.2M1.95%-13,80213F-HRTimeline
5th Street Advisors, LLC80,302$4.17M2.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC80,220$4.17M0.04%+74,79513F-HRTimeline
SteelPeak Wealth, LLC79,378$4.12M0.18%+8,46913F-HRTimeline
MGB Wealth Management, LLC76,598$3.98M1.44%+17,44313F-HRTimeline
CONTINENTAL ADVISORS LLC75,723$3.93M2.92%-7,00013F-HRTimeline
Sigma Planning Corp75,688$3.93M0.13%+23,96413F-HRTimeline
Mayflower Financial Advisors, LLC74,658$3.88M0.59%+3,93713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)73,780$3.83M0.04%+55,30013F-HRTimelineGroup
Mesirow Financial Investment Management…73,644$3.83M0.07%+4,94413F-HRTimeline
SCS Capital Management LLC72,608$3.77M0.05%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.69,299$3.6M0.11%+23,21813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC68,916$3.58M0.08%-12,08313F-HRTimelineGroup
Belpointe Asset Management LLC68,590$3.56M0.19%+51,11313F-HRTimeline
Tradewinds, LLC.68,057$3.53M1%+5,39113F-HRTimeline
Advisors Asset Management, Inc.67,460$3.5M0.07%+34,45713F-HR/ATimeline
G&S Capital LLC65,851$3.42M1.45%-2,06913F-HRTimeline
Good Steward Wealth Advisors,LLC65,704$3.41M3.11%13F-HRTimeline
HANCOCK WHITNEY CORP63,951$3.32M0.11%+4,38113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC63,602$3.3M<0.01%+47,27813F-HRTimelineGroup
Chicago Partners Investment Group LLC68,669$3.29M0.11%+6,71113F-HRTimeline
Bullseye Investment Management, LLC62,675$3.26M1.98%+5,72213F-HRTimeline
Berkeley Capital Partners, LLC62,115$3.23M0.89%+20613F-HRTimeline
Heartwood Wealth Advisors LLC62,046$3.22M0.37%+1,35313F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC61,330$3.19M0.04%+27313F-HRTimeline
Allen Capital Group, LLC60,929$3.16M0.36%+4,59313F-HRTimeline
Atria Wealth Solutions, Inc.60,110$3.12M0.04%+21,77213F-HRTimeline
Jaffetilchin Investment Partners, LLC59,572$3.09M0.22%-5,47013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…58,484$3.04M0.11%+1,81813F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC58,305$3.03M1.53%+99013F-HRTimeline
Financial Advocates Investment Manageme…58,082$3.02M0.21%-1,24313F-HRTimeline
Sculati Wealth Management, LLC57,956$3.01M1.22%+35113F-HRTimeline
Beacon Pointe Advisors, LLC57,902$3.01M0.03%+2,14813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC57,868$3.01M0.01%+8,22313F-HRTimelineGroup
Regal Investment Advisors LLC57,738$3M0.24%+29,31113F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.57,290$2.98M0.41%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.56,802$2.95M0.02%+7,89513F-HRTimeline
FFG RETIREMENT ADVISORS LLC56,098$2.91M1.98%+8,70313F-HRTimeline
Wilmington Savings Fund Society, FSB55,779$2.9M0.05%013F-HRTimeline
Trek Financial, LLC54,905$2.85M0.21%+10,60413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC54,590$2.84M0.03%+50013F-HRTimeline
Continuum Advisory, LLC54,390$2.83M0.36%+63013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV54,378$2.82M0.39%-36913F-HRTimeline
SAM Advisors, LLC54,201$2.82M1.05%-11813F-HRTimeline
Balefire, LLC52,932$2.75M0.94%-2,77213F-HRTimeline
Jackson Hole Capital Partners, LLC52,418$2.72M0.54%+11013F-HRTimeline
Cascade Financial Partners, LLC52,021$2.7M0.34%-1,34913F-HRTimeline
Pekin Hardy Strauss, Inc.51,829$2.69M0.33%-3,88813F-HRTimeline
Payne Capital Management, LLC51,751$2.69M1.15%-7213F-HRTimeline
Cypress Capital Management LLC (WY)51,276$2.66M3.18%-1,37513F-HRTimeline
Blue Trust, Inc.51,037$2.65M0.03%+14,43113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.50,385$2.62M0.17%+8,31513F-HRTimelineGroup
WealthBridge Capital Management, LLC49,900$2.59M0.73%+1,14313F-HRTimeline
Wealthspire Advisors, LLC49,866$2.59M0.02%-29,95913F-HRTimeline
Stamos Capital Partners, L.P.49,273$2.56M0.67%+7,60313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,651$2.53M0.02%+6,08113F-HRTimelineGroup
Compound Planning, Inc.48,528$2.52M0.12%+30,70013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC48,216$2.5M1.78%+17,09213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC48,065$2.5M0.41%+4013F-HRTimeline