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Disclosery

AMLP ALPS ETF TR

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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
MORGAN STANLEYin group MORGAN STANLEY15,835,961$834M0.05%+1,407,14513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,490,654$447M0.03%-81,50613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,517,252$396M0.08%+469,90113F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,563,117$345M0.05%-447,60613F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC4,005,535$211M2.61%+254,44413F-HRTimelineGroup
LPL Financial LLC3,630,084$191M0.05%+511,35213F-HRTimeline
UBS Group AGgroup of 2 filers holding3,195,853$168M+113,595Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,637,986$139M0.04%+73,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,414,295$127M0.02%+154,14613F-HRTimelineGroup
Creative Planningin group Creative Planning2,247,071$118M0.08%-7,34613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,634,533$86M0.1%+225,03513F-HRTimelineGroup
Naviter Wealth, LLC1,345,764$70.8M8.85%+147,44113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,275,253$67.2M0.02%-29,79213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,024,383$53.9M0.05%+21,07113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,010,395$53.2M0.67%-2,45113F-HRTimelineGroup
TIAAgroup of 4 filers holding929,352$49.3M-307,554Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding915,078$48.2M+225,786Timeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …882,651$46.5M0.03%+56,51613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.863,290$45.4M0.07%-5,59613F-HRTimelineGroup
Cambridge Investment Research Advisors,…797,815$42M0.11%+498,82613F-HRTimeline
HighTower Advisors, LLC784,184$41.3M0.04%+31,54713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC747,184$39.3M0.05%-16,35813F-HRTimeline
Proficio Capital Partners LLC610,337$32.1M1.72%-108,04313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…560,656$29.5M0.05%-238,82713F-HRTimelineGroup
NewEdge Advisors, LLC557,518$29.3M0.11%+153,40113F-HR/ATimeline
Janney Montgomery Scott LLC549,908$28.9M0.07%+52,94113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS538,203$28.3M0.05%+96,27213F-HRTimeline
BLAIR WILLIAM & CO/IL534,883$28.2M0.08%+4,29313F-HRTimeline
Cetera Investment Advisers525,634$27.7M0.03%+33,60713F-HRTimeline
EP Wealth Advisors, LLC514,685$27.1M0.13%-3,63413F-HRTimeline
SCHOOL EMPLOYEES RETIREMENT BOARD OF OH…506,822$26.7M10.88%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC474,255$25M5.48%+81,85913F-HRTimeline
Oxbow Advisors, LLC453,356$23.9M2.03%+227,09613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC424,860$22.4M2.13%+51,45413F-HRTimeline
Aprio Wealth Management, LLC410,468$21.6M1.18%+22,92813F-HRTimeline
CHOREO, LLC393,535$20.7M0.25%-14,66913F-HRTimeline
TRUE Private Wealth Advisors383,010$20.2M1.92%+28,97913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…374,509$19.6M0.04%-59,68613F-HRTimeline
D.A. DAVIDSON & CO.366,812$19.3M0.12%+37,39313F-HRTimeline
FIRST AMERICAN TRUST, FSB361,588$19M1.28%-66413F-HRTimeline
Violich Capital Management, Inc.337,595$17.8M2.08%+1,78013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding334,870$17.6M+17,169Timeline
RS CRUM INC.333,012$17.5M3.39%+9,65313F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV309,713$16.3M6.05%-66,00613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding299,164$15.7M+37,626Timeline
Checchi Capital Advisers, LLC297,605$15.7M1.08%-22,49313F-HRTimeline
WEALTH ALLIANCE, LLC292,167$15.4M1.52%+17,20213F-HRTimeline
Allworth Financial LP286,518$15.1M0.06%+4,34313F-HRTimeline
North Star Investment Management Corp.286,205$15.1M0.91%+63,24413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding285,690$15M+85,898Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO275,660$14.7M<0.01%+248,94313F-HR/ATimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC278,583$14.6M0.54%+153,25913F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC272,698$14.4M0.76%+4,36213F-HRTimelineGroup
Prospera Financial Services Inc267,353$14.1M0.23%-41,22913F-HRTimeline
Summit Financial Wealth Advisors, LLC254,318$13.4M1.9%-4,85613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC247,800$13M1.03%+30013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC245,708$12.9M3.25%+3,59713F-HRTimeline
Hilton Capital Management, LLC242,654$12.8M0.96%+3,97313F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…242,427$12.8M6.64%13F-HRTimeline
Truffle Hound Capital, LLC240,000$12.6M7.74%013F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC231,837$12.2M1.25%+156,76313F-HRTimeline
Prime Capital Investment Advisors, LLC220,740$11.6M0.13%-2,90713F-HRTimeline
VISTA FINANCE, LLC219,454$11.6M9.17%-1,69913F-HRTimeline
IronBridge Private Wealth, LLC216,983$11.4M3.68%-47,00013F-HRTimeline
Private Advisor Group, LLC216,257$11.4M0.05%-64913F-HRTimeline
Kera Capital Partners, Inc.210,781$11.1M1.36%+56,42613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA208,811$11M0.8%-6,46313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP203,343$10.9M0.01%-2,98013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.200,160$10.5M0.13%+19,25513F-HRTimeline
Oak Harvest Investment Services200,040$10.5M1.1%+18,35813F-HRTimeline
ARDSLEY ADVISORY PARTNERS LP200,000$10.5M1.6%new13F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC200,000$10.5M6.03%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC195,658$10.3M0.01%+19,68813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.189,901$10M0.34%+24,31813F-HRTimeline
Elgethun Capital Management189,327$9.97M1.65%+76313F-HRTimeline
Fortis Group Advisors, LLC183,853$9.95M1.65%+40,80913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC183,167$9.59M1.47%new13F-HRTimeline
DAVENPORT & Co LLC179,130$9.43M0.05%+16,87613F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC178,545$9.4M2.71%-5,13013F-HRTimeline
BARD ASSOCIATES INC172,682$9.09M2.28%+15513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC169,630$8.93M0.19%+4,59913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC165,952$8.74M0.7%-4,23713F-HRTimeline
Brick & Kyle, Associates162,583$8.56M2.83%-9,72413F-HRTimeline
NorthCoast Asset Management LLC159,937$8.42M0.2%new13F-HRTimeline
NWAM LLC157,549$8.29M0.48%+1,46613F-HRTimeline
Left Brain Wealth Management, LLC154,731$8.15M3.2%+7,77013F-HRTimeline
Mariner, LLCin group Mariner, LLC153,655$8.09M0.01%+25,27713F-HRTimelineGroup
Advisors Asset Management, Inc.151,544$7.98M0.13%+14,17213F-HRTimeline
Ball & Co Wealth Management Inc.151,234$7.96M6.66%+4,93713F-HRTimeline
MUHLENKAMP & CO INC150,615$7.93M2.09%-25,68613F-HRTimeline
Steward Partners Investment Advisory, L…150,251$7.91M0.04%+9,73313F-HRTimeline
U.S. Capital Wealth Advisors, LLC149,445$7.87M0.2%+32,94613F-HRTimeline
Sanctuary Advisors, LLC147,693$7.77M0.04%-36,53813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd146,924$7.73M0.09%-329,56813F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC139,680$7.35M1.08%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC137,087$7.22M0.03%+12,57613F-HRTimelineGroup
Independent Advisor Alliance137,037$7.21M0.08%+125,18613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC136,039$7.16M0.01%+4,24713F-HRTimelineGroup
5th Street Advisors, LLC135,983$7.16M3.1%+23,33213F-HRTimeline
NTV Asset Management LLC132,895$7M0.77%-1813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC132,211$6.96M0.01%+3,54813F-HRTimelineGroup
Lake Hills Wealth Management, LLC127,734$6.72M3.76%+19,53713F-HRTimeline
Element Wealth, LLC125,561$6.61M2.74%+8,57613F-HRTimeline
NORDEN GROUP LLC124,485$6.55M0.63%new13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV123,186$6.48M3.02%-9813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP139,938$6.4M0.01%+12,43513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding120,554$6.35M+111,533Timeline
Eagle Strategies LLC119,783$6.31M0.75%-3,86013F-HRTimeline
Advisory Services Network, LLC115,759$6.09M0.08%+3,03213F-HRTimeline
Clare Market Investments LLC115,291$6.07M1.27%13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.113,947$6M0.68%-2,89713F-HRTimeline
Haven Private, LLC112,063$5.9M2.57%+2,10913F-HRTimeline
Wealth Advisory Solutions, LLC110,740$5.83M1.3%+95,70013F-HRTimeline
&PARTNERS110,553$5.82M0.03%-24713F-HRTimeline
Cyndeo Wealth Partners, LLC109,117$5.74M0.3%+18413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK109,037$5.74M0.03%-41,46513F-HRTimelineGroup
Financial Sense Advisors, Inc.107,732$5.67M1.15%+37,04513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.114,160$5.65M0.04%+51,37913F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC106,520$5.61M0.06%+46,21313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,527$5.4M0.01%+6,38713F-HRTimelineGroup
L & S Advisors Inc102,258$5.38M0.68%+95,02313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …102,016$5.37M0.07%+16,32813F-HRTimelineGroup
Quantinno Capital Management LP101,354$5.34M0.01%+16,07313F-HRTimeline
Kingsview Wealth Management, LLC101,219$5.33M0.07%-30513F-HRTimeline
INTRINSIC EDGE CAPITAL MANAGEMENT LLC100,000$5.26M0.96%+10,00013F-HRTimeline
Prota Financial, LLC98,681$5.19M3.76%new13F-HRTimeline
Wealthspire Advisors, LLC98,238$5.17M0.04%+20,83513F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC97,997$5.16M3.09%-2,72613F-HRTimeline
Qube Research & Technologies Ltd97,835$5.15M0.01%-53,15713F-HRTimeline
SANDERS MORRIS HARRIS LLC97,756$5.15M0.82%new13F-HRTimeline
Mesirow Financial Investment Management…96,319$5.07M0.08%+21,37713F-HRTimeline
Continuum Advisory, LLC94,936$5M0.48%+14,13313F-HRTimeline
OAK FAMILY ADVISORS, LLC94,905$5M1.54%-24,57313F-HRTimeline
DENALI ADVISORS LLC94,394$4.97M0.55%-24713F-HRTimeline
Aventail Capital Group, LP94,366$4.97M0.24%new13F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC94,314$4.96M2.48%-11,72813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,758$4.87M0.03%-2,43113F-HRTimelineGroup
White Pine Investment CO92,361$4.86M1.13%-68513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC91,654$4.82M0.14%+7,15713F-HR/ATimeline
TKG Advisors, LLC90,489$4.76M1.97%-1,51313F-HRTimeline
AlphaCore Capital LLC89,629$4.72M0.11%+8,04613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC88,647$4.67M0.59%+2,10613F-HRTimeline
Mayflower Financial Advisors, LLC88,436$4.66M0.57%+5,54313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …88,267$4.65M0.04%+24,27113F-HRTimelineGroup
PHILADELPHIA TRUST CO88,197$4.64M0.33%+50,48613F-HRTimeline
1 NORTH WEALTH SERVICES LLC86,028$4.53M1.64%+2,15913F-HRTimeline
Artesa Financial Group, LLC83,887$4.42M4.21%+11,89313F-HRTimeline
SACKS & ASSOCIATES, LLC83,086$4.37M3.25%-26513F-HRTimeline
SMART Wealth LLC81,592$4.3M1.26%-3,97313F-HRTimeline
HERBST GROUP, LLC79,972$4.21M2.6%+24,05213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV79,931$4.21M0.01%-20,67113F-HRTimeline
Americana Partners, LLC79,826$4.2M0.11%-7,58413F-HRTimeline
SURIENCE PRIVATE WEALTH LLC79,809$4.2M4.51%new13F-HRTimeline
Orion Porfolio Solutions, LLC79,346$4.18M0.04%-163,43813F-HRTimeline
Madison Park Capital Advisors, LLC77,390$4.07M3.2%+9,28413F-HRTimeline
Wills Financial Group LLC75,773$4.03M1.52%+3,41213F-HRTimeline
Balefire, LLC75,865$3.99M0.75%-16,31013F-HRTimeline
COWA, LLC75,147$3.96M1.07%-40413F-HRTimeline
SteelPeak Wealth, LLC74,881$3.94M0.12%+1,68013F-HRTimeline
MML INVESTORS SERVICES, LLC74,852$3.94M0.01%-30,84313F-HRTimeline
HANCOCK WHITNEY CORP72,835$3.94M0.07%+50,41113F-HRTimeline
Allen Capital Group, LLC74,791$3.94M0.35%+2,22213F-HRTimeline
CONTINENTAL ADVISORS LLC74,723$3.93M2.44%-1,00013F-HRTimeline
NewEdge Wealth, LLC73,190$3.85M0.05%+28,28613F-HRTimeline
Indivisible Partners72,974$3.84M0.34%+27,46313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC72,552$3.82M0.09%+6,30113F-HRTimeline
SCS Capital Management LLC72,508$3.82M0.04%+8013F-HRTimeline
Integrated Advisors Network LLC72,479$3.82M0.2%-4,40413F-HRTimeline
G&S Capital LLC72,468$3.81M1.34%+38813F-HRTimeline
SCOTIA CAPITAL INC.71,559$3.77M0.02%-1,51813F-HRTimeline
Vestmark Advisory Solutions, Inc.71,541$3.77M0.04%+6,14013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC70,629$3.72M0.08%+2,22313F-HR/ATimeline
Jaffetilchin Investment Partners, LLC70,282$3.7M0.22%+7,75113F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…69,891$3.68M0.21%-17,25713F-HRTimeline
IFP Advisors, Inc69,651$3.67M0.08%-18,25213F-HRTimeline
TT Capital Management LLC69,545$3.66M3.02%-62013F-HRTimeline
Mills Wealth Advisors LLC69,333$3.65M1.27%+14,17913F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding68,476$3.6M+35,623Timeline
Chicago Partners Investment Group LLC68,444$3.55M0.08%-3,09813F-HRTimeline
Plan Group Financial, LLC67,325$3.54M0.83%+12,86113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.67,112$3.53M0.04%+5,71113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV66,597$3.51M0.18%+41,94013F-HRTimeline
SAM Advisors, LLC66,159$3.48M1.09%+1,44813F-HRTimeline
Payne Capital Management, LLC64,849$3.41M1.03%-89013F-HRTimeline
Samalin Investment Counsel, LLC64,370$3.39M1.2%+12,35213F-HRTimeline
Stamos Capital Partners, L.P.64,137$3.38M0.53%-11,29013F-HRTimeline
Berkeley Capital Partners, LLC64,079$3.37M0.78%+87413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…63,688$3.35M0.1%+91613F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)63,100$3.32M0.03%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.62,552$3.29M0.18%+16,41413F-HRTimelineGroup
J. Goldman & Co LP62,496$3.29M0.15%+54,53213F-HRTimeline
Moran Wealth Management, LLC62,393$3.28M0.1%+21,80313F-HRTimeline
Compound Planning, Inc.61,954$3.26M0.1%+5,51213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC60,748$3.2M0.01%-15,01013F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO60,576$3.19M0.02%-9,79413F-HRTimeline
Perigon Wealth Management, LLC60,530$3.19M0.06%+18,34513F-HRTimeline
Beacon Pointe Advisors, LLC59,646$3.14M0.02%+45,11213F-HRTimeline
FORTE ASSET MANAGEMENT LLC59,602$3.14M1.38%+1,48813F-HRTimeline
Sigma Planning Corp59,243$3.12M0.09%+1,85013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.59,150$3.11M0.36%-17513F-HRTimeline