Alerian MLP ETFAMLPETF

13F holders, Q1 2024 (March 31)
635holders
5famous investors
$47.43avg. 13F price*

At the end of Q1 2024, 635 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings. The largest holders were Morgan Stanley ($507.5M), Goldman Sachs Group Inc. ($373.3M) and Bank of America Corp. ($295.0M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Alerian MLP ETF
Filed as
ALPS ETF TR (Q1 2024)
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 2024

InstitutionsTotal Value
New Positions72$49.8M
Exits43$25.5M

Ownership 635 holders

Morgan Stanley 0.04% Add +3.4% 10,692,221 $507.5M
Goldman Sachs Group Inc. 0.08% Reduce -10.1% 7,865,579 $373.3M
Bank of America Corp. 0.03% Add +11.1% 6,216,259 $295.0M
Wells Fargo & Company 0.07% Add +8.1% 5,346,889 $253.8M
UBS Group AG 0.04% Reduce -1.1% 2,710,841 $128.7M
Creative Planning 0.13% Reduce -3.6% 2,390,799 $113.5M
LPL Financial LLC 0.05% Add +14.8% 1,950,903 $92.6M
1832 Asset Management L.P. 0.17% Add +58.2% 1,912,850 $90.8M
Envestnet Asset Management Inc. 0.03% Add +22.5% 1,734,739 $82.3M
Royal Bank of Canada 0.02% Add +9.9% 1,622,537 $77.0M
Raymond James & Associates 0.05% Add +10.1% 1,437,498 $68.2M
Rational Advisors, Inc. 6.17% Reduce -6.1% 1,370,926 $65.1M
Allen Investment Management, LLC 0.67% Reduce -0.2% 1,126,462 $53.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -3.3% 1,067,452 $50.7M
Stifel Financial Corp. 0.05% Add +7.0% 1,001,772 $47.5M
Ameriprise Financial Inc. 0.01% Add +24.1% 1,000,941 $47.5M
Tiaa Trust, National Association 0.14% Add +1.1% 980,836 $46.6M
Stephens Inc. 0.69% Add +2.0% 935,484 $44.4M
Ocean Park Asset Management, LLC 2.08% No change 931,640 $44.2M
Raymond James Financial Services Advisors, Inc. 0.06% Reduce -1.2% 901,140 $42.8M
Osaic Holdings, Inc. 0.09% Add +8.9% 804,961 $38.2M
Deutsche Bank AG 0.02% Reduce -1.7% 801,826 $38.1M
HighTower Advisors, LLC 0.06% Add +16.3% 771,223 $36.6M
JPMorgan Chase & Co. 0.00% Add +51.1% 681,827 $32.4M
Commonwealth Equity Services, LLC 0.05% Reduce -18.5% 674,236 $32.0M
First American Trust, FSB 3.05% Add +7.7% 612,649 $29.1M
Naviter Wealth, LLC 4.66% Add +7.8% 599,907 $28.5M
Choreo, LLC 0.61% Reduce -2.6% 497,483 $23.6M
Captrust Financial Advisors 0.08% Reduce -0.9% 457,213 $21.7M
Cetera Investment Advisers 0.05% Add +470.3% 442,029 $21.0M
Prime Capital Investment Advisors, LLC 0.28% Add +1.0% 429,031 $20.4M
Maryland State Retirement & Pension System 0.36% No change 399,453 $18.3M
Hilton Capital Management, LLC 1.61% Add +96.1% 377,234 $17.9M
Proficio Capital Partners LLC 1.85% Reduce -25.4% 353,600 $16.8M
Janney Montgomery Scott LLC 0.05% Add +2.7% 351,941 $16.7M
Rockefeller Capital Management L.P. 0.05% Add +10.0% 342,913 $16.3M
Advisors Preferred, LLC 2.62% Add +16.5% 327,183 $15.5M
Searcy Financial Services Inc. 7.68% Add +0.8% 318,105 $15.1M
Allen Wealth Management, LLC 13.17% Add +3.9% 314,477 $14.9M
Summit Financial Wealth Advisors, LLC 2.90% Add +2.8% 302,093 $14.3M
Baldwin Wealth Partners LLC 1.07% Reduce -1.6% 299,963 $14.2M
Householder Group Estate & Retirement Specialist, LLC 4.24% Add +0.2% 299,939 $14.2M
Orion Porfolio Solutions, LLC 0.15% Add +661.0% 289,528 $13.7M
Orion Portfolio Solutions, LLC 0.15% Add +661.0% 289,528 $13.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +3.9% 282,598 $13.4M
IronBridge Private Wealth, LLC 4.93% Add +7.1% 250,051 $11.9M
Novare Capital Management LLC 1.03% No change 240,375 $11.4M
Checchi Capital Advisers, LLC 0.87% Add +8.8% 235,043 $11.2M
Fortem Financial Group, LLC 4.84% Add +3445.4% 232,475 $11.0M
Prospera Financial Services Inc 0.33% Add +5.6% 232,041 $11.0M
Tectonic Advisors LLC 0.84% Add +2.9% 230,701 $10.9M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -41.9% 229,824 $10.9M
Wealth Alliance, LLC 1.32% Add +13.4% 212,662 $10.1M
Qube Research & Technologies Ltd 0.02% Add +566.4% 212,553 $10.1M
Fifth Third Securities, Inc. 0.98% Reduce -11.9% 212,266 $10.1M
Violich Capital Management, Inc. 1.43% Add +113.0% 210,455 $10.0M
Punch & Associates Investment Management, Inc. 0.54% Reduce -11.4% 198,223 $9.4M
Spectrum Wealth Counsel, LLC 1.15% Reduce -0.0% 198,051 $9.4M
Riggs Asset Managment Co. Inc. 2.70% Add +1.5% 195,128 $9.3M
Nicolet Advisory Services, LLC 0.91% Add +0.3% 188,533 $8.9M
Spirepoint Private Client, LLC 1.33% — 184,128 $8.7M
Mercer Global Advisors Inc. 0.02% Reduce -8.1% 179,846 $8.5M
PFG Advisors 0.62% Reduce -11.9% 178,782 $8.5M
North Star Investment Management Corp. 0.60% Add +90.7% 178,405 $8.5M
Private Advisor Group, LLC 0.06% Add +3.7% 175,866 $8.3M
Muhlenkamp & Co. Inc. 2.41% No change 174,555 $8.3M
Bullseye Investment Management, LLC 5.05% Reduce -1.3% 174,321 $8.3M
Shikiar Asset Management Inc. 2.45% Add +5.4% 161,630 $7.7M
Cibc World Market Inc. 0.02% Add +196.4% 160,975 $7.6M
Elgethun Capital Management 1.91% Reduce -0.7% 159,631 $7.6M
Lake Hills Wealth Management, LLC 6.81% Reduce -7.9% 159,576 $7.6M
Evergreen Capital Management LLC 0.28% Reduce -15.9% 158,693 $7.5M
McKinley Capital Management LLC 0.90% Reduce -0.4% 158,102 $7.5M
Legacy Capital Wealth Partners, LLC 4.95% New 177,838 $7.0M
CBRE Investment Management Listed Real Assets LLC 0.13% Reduce -9.9% 145,074 $6.9M
Cowa, LLC 4.03% Add +7.2% 143,861 $6.8M
Left Brain Wealth Management, LLC 3.20% Reduce -3.1% 139,380 $6.6M
Brick & Kyle, Associates 2.91% Reduce -0.7% 135,481 $6.5M
Madison Park Capital Advisors, LLC 5.64% Add +4.0% 136,175 $6.5M
Blair William & Co. 0.02% Add +2.2% 134,694 $6.4M
FWL Investment Management, LLC 3.37% Reduce -26.1% 128,765 $6.1M
Citadel Advisors 0.01% Reduce -60.7% 128,014 $6.1M
Commerce Bank 0.04% Reduce -3.5% 127,677 $6.1M
Advisory Services Network, LLC 0.13% Add +13.0% 124,687 $5.9M
Independent Financial Group, LLC 0.26% Reduce -1.8% 121,401 $5.8M
Corient Private Wealth LP 0.01% Reduce -5.7% 120,467 $5.7M
NewEdge Advisors, LLC 0.05% Add +16.2% 112,670 $5.3M
Herbst Group, LLC 3.16% Reduce -4.2% 107,742 $5.1M
Congress Asset Management Co. 0.04% Reduce -5.4% 106,992 $5.1M
CW Advisors, LLC 0.09% Reduce -5.5% 106,979 $5.1M
Cibc World Markets Corp. 0.03% Add +502.1% 104,113 $4.9M
Truist Financial Corp. 0.01% Reduce -67.0% 103,701 $4.9M
Mariner, LLC 0.01% Add +13.8% 102,388 $4.9M
Mirabella Financial Services LLP 0.35% New 101,860 $4.8M
Steward Partners Investment Advisory, LLC 0.05% Add +79.1% 101,216 $4.8M
Southern Farm Bureau Life Insurance 0.77% No change 97,825 $4.6M
Kestra Advisory Services, LLC 0.03% Reduce -9.4% 95,298 $4.5M
D.A. Davidson & Co. 0.04% Reduce -14.4% 94,945 $4.5M
Financial Management Network Inc. 1.11% New 92,223 $4.4M
Comerica Bank 0.02% Reduce -4.7% 91,812 $4.4M

"% 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 635 holders