Alerian MLP ETFAMLPETF

13F holders, Q2 2026 (June 30)
807holders −7
51new positions
56sold out
4famous investors
$51.66avg. 13F price*

At the end of Q2 2026, 807 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, down 7 from Q1 2026. 51 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($833.2M), Bank of America Corp. ($459.7M) and Wells Fargo & Company ($385.2M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Alerian MLP ETF
Filed as
ALPS ETF TR (Q2 2026)
CUSIP
00162Q452
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 635Q1 2024Q2 2024: 644Q2 2024Q3 2024: 651Q3 2024Q4 2024: 719Q4 2024Q1 2025: 736Q1 2025Q2 2025: 738Q2 2025Q3 2025: 729Q3 2025Q4 2025: 775Q4 2025Q1 2026: 814Q1 2026Q2 2026: 807Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions51$34.3M
Exits56$59.4M

All 13F filers, Q1 2026 → Q2 2026: 6,784,612 shares bought and 3,004,855 shares sold, net +3,779,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 807 holders

Morgan Stanley 0.04% Add +1.5% 16,070,257 $833.2M
Bank of America Corp. 0.03% Add +4.4% 8,866,456 $459.7M
Wells Fargo & Company 0.07% Reduce -1.2% 7,429,142 $385.2M
Goldman Sachs Group Inc. 0.04% Add +12.9% 7,409,556 $384.2M
Allen Investment Management, LLC 2.73% Add +10.9% 4,440,395 $230.2M
LPL Financial LLC 0.05% Add +6.9% 3,880,321 $201.2M
UBS Group AG 0.02% Reduce -5.3% 3,024,792 $156.8M
Raymond James Financial Inc. 0.04% Add +6.5% 2,810,836 $145.7M
Royal Bank of Canada 0.02% Add +2.5% 2,473,354 $128.2M
Creative Planning 0.07% Reduce -1.0% 2,225,589 $115.4M
US Bancorp \de 0.10% Add +4.3% 1,704,381 $88.4M
Naviter Wealth, LLC 7.72% Add +21.9% 1,639,760 $85.0M
Ameriprise Financial Inc. 0.01% Add +0.8% 1,285,186 $67.1M
Stephens Inc. 0.59% Add +0.0% 1,010,491 $52.4M
Stifel Financial Corp. 0.04% Reduce -3.0% 993,674 $51.5M
Envestnet Asset Management Inc. 0.01% Add +6.3% 965,702 $50.1M
Osaic Holdings, Inc. 0.06% Add +10.5% 953,551 $49.4M
Cambridge Investment Research Advisors, Inc. 0.10% Add +2.9% 820,859 $42.6M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -8.6% 806,927 $41.8M
Commonwealth Equity Services, LLC 0.05% Add +4.2% 778,825 $40.4M
HighTower Advisors, LLC 0.04% Reduce -4.3% 750,619 $38.9M
NewEdge Advisors, LLC 0.10% Add +12.6% 627,920 $32.6M
Proficio Capital Partners LLC 1.16% Add +1.9% 621,953 $32.2M
TIAA Wealth Investment Management LLC 0.21% Reduce -0.9% 597,479 $30.9M
Rockefeller Capital Management L.P. 0.05% Add +2.9% 577,011 $29.9M
Janney Montgomery Scott LLC 0.06% Add +2.1% 561,275 $29.1M
TRUE Private Wealth Advisors 2.49% Add +45.0% 555,543 $28.8M
Captrust Financial Advisors 0.04% Reduce -0.1% 537,851 $27.9M
Cetera Investment Advisers 0.03% Add +1.8% 535,072 $27.7M
Blair William & Co. 0.07% Reduce -0.5% 532,049 $27.6M
EP Wealth Advisors, LLC 0.10% Add +0.6% 517,943 $26.9M
Oxbow Advisors, LLC 2.18% Add +12.4% 509,673 $26.4M
School Employees Retirement Board of Ohio 9.47% No change 506,822 $26.3M
FWL Investment Management, LLC 4.79% Add +6.2% 503,526 $26.1M
Spirepoint Private Client, LLC 1.88% Add +5.6% 448,645 $23.3M
Aprio Wealth Management, LLC 1.10% Add +4.2% 427,719 $22.2M
Choreo, LLC 0.22% Add +0.5% 395,348 $20.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +2.0% 382,113 $20.1M
Trivium Point Advisory, LLC 1.78% Add +649.9% 378,254 $19.6M
D.A. Davidson & Co. 0.10% Reduce -2.9% 356,287 $18.5M
Hilton Capital Management, LLC 1.20% Add +39.6% 338,754 $17.6M
Violich Capital Management, Inc. 1.88% Reduce -1.1% 333,845 $17.3M
RS Crum Inc. 3.22% Reduce -0.5% 331,386 $17.2M
First American Trust, FSB 1.00% Reduce -11.6% 319,657 $16.6M
Thrivent Financial for Lutherans 0.03% Add +1120.1% 311,938 $16.2M
Searcy Financial Services Inc. 5.36% Reduce -0.5% 308,099 $16.0M
Cary Street Partners Financial LLC 0.34% Add +1.8% 299,656 $15.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.05% Add +1.4% 299,107 $15.5M
Checchi Capital Advisers, LLC 0.98% Add +0.3% 298,363 $15.5M
North Star Investment Management Corp. 0.83% Add +3.1% 295,028 $15.3M
Focus Partners Wealth 0.02% Reduce -9.1% 290,720 $15.1M
Wealth Alliance, LLC 1.23% Reduce -3.4% 282,387 $14.6M
Tectonic Advisors LLC 0.70% Add +2.8% 280,210 $14.5M
Allworth Financial LP 0.06% Reduce -3.0% 278,050 $14.4M
Nicolet Bankshares Inc. 0.45% Reduce -1.3% 275,028 $14.3M
Prospera Financial Services Inc 0.21% Add +2.4% 273,749 $14.2M
Vista Finance, LLC 7.48% Add +17.6% 258,127 $13.4M
Kestra Advisory Services, LLC 0.04% Add +3.7% 256,358 $13.3M
Summit Financial Wealth Advisors, LLC 1.68% Reduce -0.1% 254,098 $13.2M
Novare Capital Management LLC 0.91% Add +0.3% 248,500 $12.9M
Legacy Financial Independent Advisors LLC 6.02% Add +1.8% 246,815 $12.8M
Fortem Financial Group, LLC 2.56% Reduce -1.3% 242,533 $12.6M
Stansberry Asset Management, LLC 1.21% Add +4.6% 242,497 $12.6M
Truffle Hound Capital, LLC 7.85% No change 240,000 $12.4M
Kera Capital Partners, Inc. 1.15% Add +9.5% 230,738 $12.0M
Citigroup Inc. 0.01% Add +17.6% 229,990 $11.9M
Jones Financial Companies LLLP 0.00% Add +12.0% 227,795 $11.7M
Prime Capital Investment Advisors, LLC 0.11% Reduce -3.9% 212,150 $11.0M
Williams Jones Wealth Management, LLC. 0.12% Add +2.9% 206,027 $10.7M
Oak Harvest Investment Services 0.99% Add +2.5% 205,080 $10.6M
DAVENPORT & Co LLC 0.05% Add +12.2% 200,918 $10.4M
Granby Capital Management, LLC 5.41% No change 200,000 $10.4M
Ardsley Advisory Partners LP 1.13% No change 200,000 $10.4M
Baldwin Wealth Partners LLC 0.68% Reduce -4.3% 199,762 $10.4M
JPMorgan Chase & Co. 0.00% Reduce -27.6% 199,600 $10.3M
Lido Advisors, LLC 0.04% Add +44.5% 198,019 $10.3M
Elgethun Capital Management 1.42% Add +3.9% 196,637 $10.2M
J.W. Cole Advisors, Inc. 0.17% Add +2.7% 195,021 $10.1M
Financial Management Network Inc. 1.45% Add +2.0% 186,807 $10.1M
Transcend Capital Advisors, LLC 0.68% Add +17.1% 194,367 $10.1M
Fortis Group Advisors, LLC 1.57% Add +3.3% 189,931 $9.8M
Csenge Advisory Group 0.40% New 189,897 $9.8M
Arax Advisory Partners 0.06% Add +2530.9% 185,243 $9.6M
Bard Associates Inc. 1.98% Reduce -0.7% 171,562 $8.9M
Evergreen Capital Management LLC 0.16% Add +1.0% 171,317 $8.9M
Shikiar Asset Management Inc. 2.43% Reduce -5.3% 169,155 $8.8M
Steward Partners Investment Advisory, LLC 0.04% Add +11.5% 167,510 $8.7M
Brick & Kyle, Associates 2.83% No change 162,583 $8.6M
Nwam LLC 0.41% Add +0.2% 157,897 $8.2M
Mariner, LLC 0.01% Add +2.2% 157,067 $8.1M
Advisors Asset Management, Inc. 0.12% Add +3.3% 156,577 $8.1M
Private Advisor Group, LLC 0.04% Reduce -27.9% 156,022 $8.1M
Cerity Partners LLC 0.01% Add +17.1% 154,772 $8.0M
&partners 0.03% Add +38.9% 153,572 $8.0M
Muhlenkamp & Co. Inc. 2.26% No change 150,615 $7.8M
Left Brain Wealth Management, LLC 2.34% Reduce -3.4% 149,437 $7.7M
Truist Financial Corp. 0.01% Add +42.5% 146,143 $7.6M
Advisors Preferred, LLC 1.17% Add +4.0% 145,325 $7.6M
Advisory Services Network, LLC 0.08% Add +23.9% 143,445 $7.4M
Beacon Pointe Advisors, LLC 0.03% Add +137.8% 141,864 $7.4M

"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.

Show all 807 holders