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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
MORGAN STANLEYin group MORGAN STANLEY14,890,710$728M0.05%-312,02613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,453,389$413M0.03%+54,83513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,549,227$369M0.06%+223,34013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,270,130$355M0.08%+208,43313F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,275,284$160M0.03%-118,58413F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,210,314$157M1.71%+129,80213F-HRTimelineGroup
LPL Financial LLC3,066,360$150M0.05%-172,61013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,715,784$133M0.05%+152,45113F-HRTimelineGroup
Creative Planningin group Creative Planning2,260,339$110M0.09%-8,86313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,153,057$105M0.02%+349,96413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,634,868$79.9M0.02%+262,81713F-HRTimelineGroup
Naviter Wealth, LLC1,311,189$64.1M7.89%+194,94913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,122,562$54.8M+10,993Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,074,933$52.5M0.72%+11,52513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,016,728$49.7M0.05%-92,91513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA982,685$48.1M0.13%+73,24313F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …960,485$46.9M0.03%+24,49713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…856,674$41.9M0.09%+322,72913F-HR/ATimelineGroup
HighTower Advisors, LLC807,103$39.4M0.05%-74,29513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\760,011$37.1M0.05%+194,33013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.729,278$35.7M0.06%+54,03813F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\705,545$34.5M0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC676,371$33M0.04%-28,91313F-HRTimeline
Janney Montgomery Scott LLC565,212$27.6M0.07%+26,52713F-HRTimeline
EP Wealth Advisors, LLC531,882$26M0.17%+1,38013F-HRTimeline
BLAIR WILLIAM & CO/IL531,817$26M0.07%+10,00113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD527,100$25.8M0.07%+259,20013F-HRTimelineGroup
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…506,822$24.8M14.15%013F-HRTimeline
Proficio Capital Partners LLC3,370,831$23.9M1.49%+2,930,83113F-HRTimeline
New Harbor Financial Group, LLC486,012$23.7M5.45%+20,35213F-HRTimeline
NewEdge Advisors, LLC443,975$21.7M0.11%+21,22013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS440,177$21.5M0.05%+2,30613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…429,258$21.1M0.03%+11,14013F-HRTimeline
CHOREO, LLC415,086$20.3M0.28%-48,79913F-HRTimeline
Cetera Investment Advisers404,772$19.8M0.03%+49,52713F-HRTimeline
FIRST AMERICAN TRUST, FSB380,575$18.6M1.48%-26,56913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding346,570$17.1M+12,461Timeline
Prospera Financial Services Inc341,710$16.7M0.31%+6,68413F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV340,534$16.6M6.76%+6,56313F-HRTimeline
Enclave Advisors LLC334,834$16.4M2.64%+25,63113F-HRTimeline
TRUE Private Wealth Advisors330,398$16.1M1.81%+320,54713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…329,183$16.1M0.04%+301,76913F-HR/ATimelineGroup
Summit Financial Wealth Advisors, LLC326,648$16M2.86%+19,46013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC321,313$15.7M10.98%+4,66513F-HRTimeline
Aprio Wealth Management, LLC311,637$15.2M1.72%+150,79113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC309,809$15.1M1.71%-8813F-HRTimeline
RS CRUM INC.306,313$15M3.59%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding302,351$14.8M+182,407Timeline
Allworth Financial LP289,212$14.1M0.07%+66,98913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC284,113$13.9M0.81%+23,28513F-HRTimelineGroup
Checchi Capital Advisers, LLC281,252$13.7M0.96%-10,07913F-HRTimeline
Cambridge Investment Research Advisors,…274,529$13.4M0.04%-172,18413F-HRTimeline
WEALTH ALLIANCE, LLC273,326$13.4M1.49%+2,62713F-HRTimeline
IronBridge Private Wealth, LLC258,241$12.6M4.4%+13,89813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC253,365$12.4M3.79%+17,76913F-HRTimeline
Violich Capital Management, Inc.253,290$12.4M1.74%-33,25013F-HRTimeline
Hilton Capital Management, LLC252,629$12.3M0.98%+35,90313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC245,175$12M0.97%+3,82713F-HRTimeline
Truffle Hound Capital, LLC240,000$11.7M7.75%+70,00013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC239,428$11.7M3.77%-1,90813F-HRTimeline
Orion Porfolio Solutions, LLC234,564$11.5M0.1%-9,34513F-HR/ATimeline
D.A. DAVIDSON & CO.229,163$11.2M0.08%+9,98513F-HRTimeline
Prime Capital Investment Advisors, LLC228,688$11.2M0.15%-242,83313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA223,358$10.9M0.74%-4,84013F-HRTimeline
Private Advisor Group, LLC216,673$10.6M0.06%+13,92613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…216,359$10.6M0.3%+96,54513F-HRTimelineGroup
VISTA FINANCE, LLC211,807$10.3M8.93%-4,44013F-HRTimeline
Riggs Asset Managment Co. Inc.207,777$10.2M2.5%-10,39013F-HRTimeline
Ball & Co Wealth Management Inc.202,986$9.92M10.57%-91,60913F-HRTimeline
North Star Investment Management Corp.201,008$9.82M0.68%+1,53313F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC190,187$9.29M1.02%+105,66713F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC186,035$9.09M2.53%-10,26513F-HRTimeline
Oxbow Advisors, LLC181,556$8.87M0.97%+18,47513F-HRTimeline
Steward Partners Investment Advisory, L…180,719$8.83M0.07%+31,93913F-HRTimeline
MUHLENKAMP & CO INC176,712$8.63M2.69%+813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC172,486$8.47M1.52%new13F-HRTimeline
Elgethun Capital Management172,888$8.45M1.7%-1,09413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP170,832$8.36M0.01%+26,21813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC170,239$8.32M0.25%+5,49413F-HRTimeline
NWAM LLC168,151$8.26M0.48%+142,43413F-HR/ATimeline
PFG Advisors168,204$8.22M0.38%+32713F-HRTimeline
Trivium Point Advisory, LLC167,696$8.19M0.89%+50,04013F-HRTimeline
Williams Jones Wealth Management, LLC.165,713$8.1M0.1%+2,94113F-HRTimeline
ORG Partners LLC167,074$8.08M1.72%-6,56213F-HRTimeline
Advisory Services Network, LLC159,884$8.01M0.13%+11,35513F-HRTimeline
Brick & Kyle, Associates164,125$7.91M3.51%+2,71413F-HRTimeline
Mariner, LLCin group Mariner, LLC153,264$7.49M0.01%+53,35413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding152,871$7.47M-25,228Timeline
MML INVESTORS SERVICES, LLC151,343$7.39M0.02%+24,13413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC152,722$7.39M1.22%new13F-HRTimelineGroup
L & S Advisors Inc149,919$7.33M0.73%-4,16413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK149,872$7.32M0.04%-1,42313F-HRTimelineGroup
DENALI ADVISORS LLC145,193$7.09M0.74%-2,64713F-HRTimeline
Left Brain Wealth Management, LLC144,150$7.04M2.48%-78513F-HRTimeline
Fortis Group Advisors, LLC137,898$6.9M1.25%+9,43913F-HRTimeline
Qube Research & Technologies Ltd141,189$6.9M0.01%+19,91613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP140,088$6.84M0.01%+33,81913F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC137,632$6.72M<0.01%+2,67313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.137,519$6.72M0.14%+68,22013F-HRTimeline
Madison Park Capital Advisors, LLC136,513$6.67M5.61%+11613F-HRTimeline
NorthCoast Asset Management LLC135,366$6.61M0.03%+9,44213F-HRTimeline
NTV Asset Management LLC128,169$6.26M0.75%+14,21313F-HRTimeline
Good Steward Wealth Advisors,LLC127,604$6.23M4.89%+61,90013F-HRTimeline
Sanctuary Advisors, LLC124,110$6.06M0.04%-3,97513F-HRTimeline
Kingsview Wealth Management, LLC122,174$5.97M0.1%+1,45513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC120,878$5.91M0.03%-9,23313F-HRTimelineGroup
LYNX CAPITAL GROUP LTD /ADV120,485$5.89M2.84%-96113F-HRTimeline
DAVENPORT & Co LLC118,344$5.78M0.03%+11,71613F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV114,918$5.61M0.28%+60,54013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC113,793$5.56M0.43%+68,01713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.111,703$5.46M0.64%+21,58113F-HRTimeline
Element Wealth, LLC109,435$5.35M2.46%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC108,912$5.32M0.01%-31813F-HRTimelineGroup
Eagle Strategies LLC106,291$5.19M0.79%+4,11213F-HRTimeline
Financial Sense Advisors, Inc.104,769$5.12M1.24%+7,50813F-HRTimeline
HERBST GROUP, LLC104,650$5.11M3.06%-1,46313F-HRTimeline
Cyndeo Wealth Partners, LLC102,939$5.03M0.3%-1,98113F-HRTimeline
Regency Capital Management Inc.\DE100,112$4.89M2.57%+1,44213F-HRTimeline
&PARTNERS99,940$4.88M0.04%+8,24313F-HRTimeline
Lake Hills Wealth Management, LLC99,397$4.86M2.78%-36,85713F-HRTimeline
U.S. Capital Wealth Advisors, LLC98,976$4.84M0.14%+5,89313F-HRTimeline
COMERICA BANK98,259$4.8M0.02%-3,64213F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE97,825$4.78M0.61%013F-HRTimeline
Haven Private, LLC95,957$4.69M2.08%+1,10313F-HRTimeline
Global Retirement Partners, LLC95,213$4.65M0.12%13F-HRTimeline
Clark Capital Management Group, Inc.93,046$4.55M0.03%-81113F-HRTimeline
Advisors Asset Management, Inc.92,367$4.51M0.08%+24,90713F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …91,965$4.49M0.06%+2,39513F-HRTimelineGroup
AlphaCore Capital LLC91,264$4.46M0.17%+1,99113F-HRTimeline
VestGen Advisors, LLC90,930$4.44M0.18%+43,44413F-HRTimeline
White Pine Investment CO90,860$4.44M1.11%+55113F-HRTimeline
Algorithmic Investment Models, LLC88,912$4.34M2.97%+57,58213F-HRTimeline
Kera Capital Partners, Inc.88,793$4.34M0.85%new13F-HRTimeline
TKG Advisors, LLC88,781$4.34M1.94%+5,28713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,151$4.31M0.01%+52913F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…87,344$4.27M0.26%-57,09213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…87,276$4.26M0.03%+1,74213F-HRTimelineGroup
RiverTree Advisors, LLC84,915$4.15M2.79%-7,19413F-HRTimeline
Mayflower Financial Advisors, LLC84,769$4.14M0.58%+10,11113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV84,578$4.13M0.01%-3,99513F-HRTimeline
MGB Wealth Management, LLC84,067$4.11M1.35%+7,46913F-HRTimeline
CW Advisors, LLC83,538$4.08M0.04%-7,18413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC82,556$4.03M0.13%-22313F-HR/ATimeline
COWA, LLC82,415$4.03M1.53%-8,54913F-HRTimeline
SteelPeak Wealth, LLC81,301$3.97M0.15%+1,92313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC81,047$3.96M0.11%-17,41913F-HRTimeline
1 NORTH WEALTH SERVICES LLC80,922$3.95M1.57%-2813F-HRTimeline
5th Street Advisors, LLC80,820$3.95M1.96%+51813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.80,511$3.93M<0.01%+63,49613F-HRTimelineGroup
Wealthspire Advisors, LLC80,352$3.93M0.02%+30,48613F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC80,000$3.91M0.59%new13F-HRTimeline
Sigma Planning Corp77,264$3.78M0.11%+1,57613F-HRTimeline
Stamos Capital Partners, L.P.77,236$3.77M0.68%+27,96313F-HRTimeline
Oak Harvest Investment Services76,651$3.75M0.47%new13F-HRTimeline
CONTINENTAL ADVISORS LLC75,723$3.7M2.65%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO75,653$3.7M0.03%-6,99513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.75,513$3.69M0.24%-7,45613F-HRTimelineGroup
SMART Wealth LLC75,309$3.68M1.15%-5,95713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)73,540$3.59M0.04%-24013F-HRTimelineGroup
SCS Capital Management LLC72,703$3.55M0.04%+9513F-HRTimeline
Belpointe Asset Management LLC70,313$3.44M0.14%+1,72313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC67,042$3.28M0.06%-1,87413F-HRTimelineGroup
G&S Capital LLC66,876$3.27M1.29%+1,02513F-HRTimeline
Bullseye Investment Management, LLC62,675$3.26M1.98%013F-HRTimeline
Chicago Partners Investment Group LLC66,668$3.25M0.09%-2,00113F-HRTimeline
Allen Capital Group, LLC65,783$3.21M0.33%+4,85413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC65,682$3.21M2.12%+17,46613F-HRTimeline
Mills Wealth Advisors LLC64,746$3.16M1.45%-22,36413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63,748$3.11M0.01%+63,72013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC63,521$3.1M<0.01%-8113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC63,457$3.1M0.01%+5,58913F-HRTimelineGroup
Berkeley Capital Partners, LLC62,385$3.05M0.77%+27013F-HRTimeline
Beacon Pointe Advisors, LLC61,918$3.03M0.03%+4,01613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding61,791$3.02M+28,343Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…61,455$3M0.1%+2,97113F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC61,357$3M0.04%+2713F-HRTimeline
Jaffetilchin Investment Partners, LLC61,191$2.99M0.2%+1,61913F-HRTimeline
Integrated Advisors Network LLC60,961$2.98M0.13%-26,36213F-HRTimeline
Mesirow Financial Investment Management…60,529$2.96M0.06%-13,11513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.59,356$2.9M0.02%+2,55413F-HRTimeline
Clarity Financial LLC57,720$2.82M0.3%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC57,667$2.82M1.44%-63813F-HRTimeline
SAM Advisors, LLC57,524$2.81M0.97%+3,32313F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.57,465$2.81M0.35%+17513F-HRTimeline
FFG RETIREMENT ADVISORS LLC57,266$2.8M1.75%+1,16813F-HRTimeline
Regal Investment Advisors LLC57,024$2.79M0.21%-71413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC57,000$2.79M<0.01%+14,70013F-HRTimeline
IFP Advisors, Inc56,551$2.76M0.08%-108,16313F-HRTimeline
Payne Capital Management, LLC56,212$2.75M1.06%+4,46113F-HRTimeline
Sculati Wealth Management, LLC55,946$2.73M1.03%-2,01013F-HRTimeline
Wilmington Savings Fund Society, FSB55,779$2.73M0.05%013F-HRTimeline
Cypress Capital Management LLC (WY)55,044$2.69M2.92%+3,76813F-HRTimeline
Continuum Advisory, LLC54,436$2.66M0.32%+4613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC54,090$2.64M0.02%-50013F-HRTimeline
Balefire, LLC53,384$2.61M0.57%+45213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,799$2.58M0.02%+4,14813F-HRTimelineGroup
Cascade Financial Partners, LLC52,021$2.54M0.31%013F-HRTimeline
Jackson Hole Capital Partners, LLC51,912$2.54M0.47%-50613F-HRTimeline
Pekin Hardy Strauss, Inc.51,711$2.53M0.29%-11813F-HRTimeline
WealthBridge Capital Management, LLC51,705$2.53M0.64%+1,80513F-HRTimeline