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Disclosery

AMLP ALPS ETF TR

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ALERIAN MLP (fund)

Filings received so far for Q3 2026: 38 13F filers report a position in AMLP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Violich Capital Management, Inc.353,870$18.4M1.98%+20,02513F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV301,702$15.6M5.6%-6,39713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC184,780$9.73M1.4%-2,02713F-HRTimeline
Capital Advisors Wealth Management, LLC115,077$5.97M0.67%+19,60813F-HRTimeline
Prota Financial, LLC103,612$5.41M3.46%+1,81313F-HRTimeline
Farther Finance Advisors, LLC86,125$4.47M0.03%+29,64613F-HRTimeline
SACKS & ASSOCIATES, LLC85,792$4.45M3.11%+1,54813F-HRTimeline
Balefire, LLC75,321$3.91M0.61%-1,96913F-HRTimeline
Avidian Wealth Enterprises, LLC58,047$3.01M0.08%+4,53413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO55,269$2.87M0.02%-2,34213F-HRTimeline
Heartwood Wealth Advisors LLC47,543$2.47M0.19%+20113F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV37,050$1.92M1.36%+1,51513F-HRTimeline
BOS Asset Management, LLC29,850$1.55M0.36%+3,72513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC28,954$1.5M0.1%-11,96113F-HRTimeline
GoalVest Advisory LLC26,805$1.39M0.24%+40413F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC26,457$1.37M1.3%+4,45313F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.24,681$1.28M0.66%-6713F-HRTimeline
Venture Visionary Partners LLC15,668$813K0.02%+2,97913F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,656$812K0.02%-2,90313F-HRTimeline
Meadowbrook Wealth Management, LLC13,833$718K0.75%+95013F-HRTimeline
Castleview Partners, LLC10,603$550K0.24%+67413F-HRTimeline
Ballew Advisors, Inc10,032$528K0.26%013F-HRTimeline
SAPIENT CAPITAL LLC8,949$464K0.01%013F-HRTimeline
Shulman DeMeo Asset Management LLC6,854$363K0.07%-86613F-HRTimeline
STABLEFORD CAPITAL II LLC6,829$354K0.12%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,704$296K0.02%-1,71913F-HRTimeline
Cadent Capital Advisors, LLC4,283$222K0.05%-28713F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,900$202K0.04%new13F-HRTimeline
Roxbury Financial LLC3,668$190K0.15%-9813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,803$93.5K0.06%+4113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,733$89.9K0.03%+2413F-HRTimeline
EASTERN BANK1,720$89.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,385$71.8K<0.01%-713F-HRTimeline
GAMMA Investing LLC547$28.4K<0.01%013F-HRTimeline
Bank of New Hampshire470$24.4K0.01%new13F-HRTimeline
GK Wealth Management LLC467$24.2K0.01%new13F-HRTimeline
Davis Capital Management268$13.9K0.01%+6913F-HRTimeline
Trust Co108$5.6K<0.01%013F-HRTimeline