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
Nicolet Bankshares Inc. 0.90% Add +9.0% 91,095 $4.3M
NTV Asset Management LLC 0.65% Add +16.8% 89,717 $4.3M
Integrated Advisors Network LLC 0.22% Reduce -18.4% 89,277 $4.2M
Fortis Group Advisors, LLC 0.77% Add +871.9% 88,452 $4.2M
United Capital Financial Advisors, LLC 0.03% Add +0.8% 87,949 $4.2M
Wealthspire Advisors, LLC 0.06% Reduce -20.0% 87,940 $4.2M
Oppenheimer & Co. Inc. 0.07% Add +8.0% 87,811 $4.2M
Citigroup Inc. 0.00% Reduce -2.3% 87,024 $4.1M
Continental Advisors LLC 3.24% No change 86,223 $4.1M
White Pine Investment CO 1.21% Add +1.2% 86,092 $4.1M
Lido Advisors, LLC 0.04% Add +9.0% 84,915 $4.0M
Transcend Capital Advisors, LLC 0.31% Add +17.5% 81,484 $3.9M
RiverTree Advisors, LLC 2.55% Reduce -25.8% 80,096 $3.8M
Vista Finance, LLC 9.41% Add +63.0% 79,056 $3.8M
Prudential Financial Inc. 0.01% Add +44.3% 77,795 $3.7M
Cerity Partners LLC 0.01% Reduce -23.4% 77,572 $3.7M
MML Investors Services, LLC 0.01% Add +5.1% 73,963 $3.5M
TKG Advisors, LLC 1.93% New 72,805 $3.5M
Apollon Wealth Management, LLC 0.11% Add +2.1% 72,667 $3.4M
Financial Advocates Investment Management 0.20% Add +23.5% 72,456 $3.4M
S. R. Schill & Associates 1.44% Reduce -13.5% 69,960 $3.3M
Bank of Montreal 0.00% Add +7.3% 69,575 $3.3M
Forte Asset Management LLC 1.99% Add +5.3% 69,198 $3.3M
Clark Capital Management Group, Inc. 0.02% Reduce -21.0% 68,071 $3.2M
Essex Financial Services, Inc. 0.30% Add +19.2% 67,770 $3.2M
U.S. Capital Wealth Advisors, LLC 0.13% Add +11.9% 67,482 $3.2M
Greatmark Investment Partners, Inc. 0.46% Reduce -4.2% 67,190 $3.2M
Kingsview Wealth Management, LLC 0.08% Add +31.8% 66,029 $3.1M
SCS Capital Management LLC 0.07% No change 64,515 $3.1M
Clare Market Investments LLC 0.93% Add +21.9% 63,014 $3.0M
Berkeley Capital Partners, LLC 0.91% Reduce -3.0% 62,999 $3.0M
Jaffetilchin Investment Partners, LLC 0.27% Add +334.1% 62,875 $3.0M
Imprint Wealth LLC 0.71% New 61,823 $2.9M
Salem Investment Counselors Inc. 0.10% Add +48.9% 60,999 $2.9M
Cyndeo Wealth Partners, LLC 0.24% Add +29.7% 60,432 $2.9M
Allen Capital Group, LLC 0.42% Add +1.8% 60,350 $2.9M
Intrinsic Edge Capital Management LLC 0.24% New 60,000 $2.8M
Shepherd Kaplan Krochuk, LLC 2.27% Add +5.9% 59,956 $2.8M
Schechter Investment Advisors, LLC 0.21% No change 59,796 $2.8M
Sculati Wealth Management, LLC 1.22% Add +1.6% 59,447 $2.8M
Heartwood Wealth Advisors LLC 0.34% Reduce -23.6% 58,744 $2.8M
B. Riley Wealth Advisors, Inc. 0.07% Add +33.1% 65,719 $2.8M
Mills Wealth Advisors LLC 2.03% Add +2.7% 58,195 $2.8M
Chicago Partners Investment Group LLC 0.12% Add +6.3% 58,372 $2.8M
Jackson Hole Capital Partners, LLC 0.63% Add +0.7% 58,104 $2.8M
Pekin Hardy Strauss, Inc. 0.38% Add +0.5% 57,962 $2.8M
G&S Capital LLC 1.20% New 56,760 $2.7M
Mesirow Financial Investment Management, Inc. 0.06% Add +11.8% 56,348 $2.7M
Mayflower Financial Advisors, LLC 0.45% Add +14.9% 56,228 $2.7M
World Investment Advisors 0.37% Add +25.8% 54,520 $2.6M
Cypress Capital Management LLC (WY) 2.83% Add +1.1% 54,487 $2.6M
Horizon Kinetics Asset Management LLC 0.05% Reduce -47.8% 53,106 $2.5M
Cascade Financial Partners, LLC 0.36% — 54,223 $2.5M
Freestone Capital Holdings, LLC 0.09% Add +0.8% 52,399 $2.5M
DAVENPORT & Co LLC 0.02% Add +5.6% 52,147 $2.5M
Lake Street Private Wealth, LLC 0.34% Add +2.1% 51,065 $2.4M
Nvwm, LLC 0.65% Reduce -2.5% 50,050 $2.4M
Anthracite Investment Company, Inc. 1.20% Add +233.3% 50,000 $2.4M
Centaurus Financial, Inc. 0.16% Add +257.1% 48,634 $2.3M
Hancock Whitney Corp. 0.08% Reduce -30.6% 48,621 $2.3M
ArchPoint Investors 0.96% Add +0.1% 48,208 $2.3M
Bollard Group LLC 0.07% Add +1.9% 48,159 $2.3M
SMART Wealth LLC 1.02% New 47,474 $2.3M
Bramshill Investments, LLC 0.26% No change 47,370 $2.2M
Axxcess Wealth Management, LLC 0.06% Add +9.4% 47,035 $2.2M
Easterly Investment Partners LLC 0.17% Reduce 0.0% 46,618 $2.2M
Tocqueville Asset Management L.P. 0.04% Reduce -5.8% 45,988 $2.2M
Focus Partners Wealth 0.02% New 45,953 $2.2M
Sageworth Trust Co 0.14% No change 45,932 $2.2M
Brighton Jones LLC 0.08% Reduce -29.9% 45,701 $2.2M
Invesco Ltd. 0.00% Reduce -3.2% 45,641 $2.2M
Atria Wealth Solutions, Inc. 0.02% Add +2.7% 44,878 $2.1M
Sierra Capital LLC 0.28% Add +1.1% 44,736 $2.1M
Philadelphia Trust Co. 0.17% Reduce -0.2% 44,679 $2.1M
Balefire, LLC 0.75% Reduce -29.7% 43,634 $2.1M
Resonant Capital Advisors, LLC 0.18% Add +0.1% 43,291 $2.1M
Raymond James Trust N.A. 0.05% Reduce -2.2% 43,183 $2.0M
Main Street Financial Solutions, LLC 0.22% Reduce -9.8% 43,033 $2.0M
Hilltop Holdings Inc. 0.22% Reduce -11.0% 41,821 $2.0M
Beacon Pointe Advisors, LLC 0.02% Add +6.0% 41,281 $2.0M
Stratos Wealth Partners, LTD. 0.03% Add +2.6% 40,559 $1.9M
Barry Investment Advisors, LLC 0.64% Add +0.5% 40,303 $1.9M
Palouse Capital Management, Inc. 1.26% Reduce -4.3% 40,286 $1.9M
MGB Wealth Management, LLC 0.76% Add +0.4% 39,336 $1.9M
Cary Street Partners Investment Advisory LLC 0.08% Add +6.5% 38,874 $1.8M
WealthBridge Capital Management, LLC 0.61% Add +6.3% 38,147 $1.8M
Brookstone Capital Management 0.03% Reduce -1.3% 37,469 $1.8M
OMERS ADMINISTRATION Corp 0.02% Add +27.2% 37,400 $1.8M
Flaharty Asset Management, LLC 0.26% Reduce -2.5% 36,709 $1.7M
Founders Financial Securities LLC 0.18% Add +0.2% 36,575 $1.7M
Perigon Wealth Management, LLC 0.05% Add +144.1% 36,086 $1.7M
Arete Wealth Advisors, LLC 0.15% Add +2.6% 34,750 $1.6M
Fortis Advisors, LLC 1.09% Add +2.0% 34,402 $1.6M
Patten & Patten Inc. 0.12% Reduce -0.7% 34,150 $1.6M
J. Goldman & Co LP 0.07% Reduce -45.0% 34,047 $1.6M
Aviance Capital Partners, LLC 0.24% Add +11.5% 33,983 $1.6M
Sigma Planning Corp 0.05% Reduce -0.9% 33,788 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% Add +35.2% 33,528 $1.6M
Moran Wealth Management, LLC 0.05% Reduce -38.3% 32,372 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Add +22.6% 32,128 $1.5M
Ares Management LLC 0.03% No change 32,000 $1.5M
Continuum Advisory, LLC 0.23% Reduce -42.2% 32,191 $1.5M
Providence First Trust Co 0.64% Add +8.2% 31,171 $1.5M
Griffin Asset Management, Inc. 0.17% Add +8.1% 30,698 $1.5M
Starfox Financial Services, LLC 1.23% Add +53.9% 31,781 $1.5M
Southport Management, L.L.C. 5.33% No change 30,500 $1.4M
Guardian Wealth Advisors, LLC / NC 0.18% Reduce -4.9% 30,469 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +21.2% 29,792 $1.4M
HFG Wealth Management, LLC 0.83% Reduce -95.3% 29,581 $1.4M
Flow Traders U.S. LLC 0.07% New 29,431 $1.4M
Wakefield Asset Management LLLP 0.48% Add +2.6% 29,382 $1.4M
Aurora Private Wealth, Inc. 1.19% Add +1.1% 29,057 $1.4M
Arkos Global Advisors 0.23% No change 28,910 $1.4M
Primoris Wealth Advisors, LLC 1.09% Add +34.0% 29,138 $1.4M
Y-Intercept (Hong Kong) Ltd 0.10% Add +171.0% 28,579 $1.4M
Dearborn Partners LLC 0.06% Reduce -1.6% 28,210 $1.3M
Granite Group Advisors, LLC 0.90% No change 28,107 $1.3M
FFG Retirement Advisors LLC 0.94% Add +4.7% 28,050 $1.3M
Americana Partners, LLC 0.11% Add +252.7% 27,915 $1.3M
Private Trust Co. NA 0.14% Add +28.8% 27,690 $1.3M
Fiduciary Trust Co 0.02% Reduce -2.6% 27,677 $1.3M
Synovus Financial Corp. 0.02% Add +6.3% 27,251 $1.3M
Pure Financial Advisors, LLC 0.04% Add +1.9% 26,696 $1.3M
Westside Investment Management, Inc. 0.30% Add +0.4% 26,614 $1.3M
First PREMIER Bank 0.33% Reduce -1.4% 26,562 $1.3M
Crestone Asset Management LLC 0.25% Reduce -1.6% 26,437 $1.3M
Stamos Capital Partners, L.P. 0.28% Reduce -6.3% 26,430 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -23.5% 26,325 $1.2M
Renaissance Technologies 0.00% Reduce -68.0% 26,300 $1.2M
Savant Capital, LLC 0.01% Reduce -3.4% 25,807 $1.2M
HCR Wealth Advisors 0.18% Reduce -8.4% 25,501 $1.2M
Lavaca Capital LLC 0.72% No change 25,000 $1.2M
Regal Investment Advisors LLC 0.08% Add +0.4% 24,989 $1.2M
FMR LLC 0.00% Add +86.5% 24,976 $1.2M
Beirne Wealth Consulting Services, LLC 0.50% Reduce -12.8% 24,812 $1.2M
Pathstone Holdings, LLC 0.01% Reduce -7.0% 24,798 $1.2M
Integrated Wealth Concepts LLC 0.02% Add +17.2% 24,568 $1.2M
Provident Wealth Management, LLC 0.44% Reduce -3.0% 24,527 $1.2M
International Assets Investment Management, LLC 0.12% Add +2.4% 24,447 $1.2M
Whalen Wealth Management Inc. 0.86% New 24,442 $1.2M
Sterling Investment Management, LLC 0.82% Add +5.2% 24,419 $1.2M
Pointe Capital Management LLC 0.70% Add +0.0% 24,162 $1.1M
Saxon Interests, Inc. 0.54% Add +0.0% 24,007 $1.1M
Powell Investment Advisors, LLC 0.60% Add +7.9% 23,998 $1.1M
Rwa Wealth Partners, LLC 0.02% No change 23,880 $1.1M
CPA Asset Management Group, LLC 0.63% No change 23,585 $1.1M
AlphaQ Advisors LLC 0.67% Add +7.2% 23,531 $1.1M
IFP Advisors, Inc 0.05% Add +0.8% 23,091 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +727.1% 23,026 $1.1M
Islay Capital Management, LLC 0.79% Add +9.6% 22,033 $1.0M
First Commonwealth Financial Corp 0.28% No change 21,958 $1.0M
Miller Investment Management, LP 0.13% No change 21,690 $1.0M
Nations Financial Group Inc, /Ia/ 0.09% Add +8.6% 21,489 $1.0M
Park Avenue Securities LLC 0.01% Add +52.6% 21,335 $1.0M
Cresset Asset Management, LLC 0.00% Add +86.7% 20,953 $994K
US Bancorp \de 0.00% Add +298.6% 20,897 $992K
Aprio Wealth Management, LLC 0.19% New 20,786 $987K
Indie Asset Partners, LLC 0.88% Add +2.0% 20,775 $986K
Moneta Group Investment Advisors LLC 0.02% Add +146.5% 20,725 $984K
Lanark Financial, Inc. 0.09% Add +1.8% 20,337 $965K
GAMCO Investors 0.01% No change 19,980 $948K
Fourpath Capital Management, LLC 0.65% Add +0.5% 19,779 $939K
BBR Partners, LLC 0.08% No change 19,739 $937K
Aveo Capital Partners, LLC 0.10% Add +8.1% 19,748 $934K
Auour Investments LLC 0.34% Reduce -0.0% 19,446 $923K
Strategy Asset Managers LLC 0.20% Add +7.5% 19,267 $914K
First Merchants Corp. 0.07% No change 19,087 $906K
McGowan Group Asset Management, Inc. 0.13% Reduce -0.5% 18,920 $898K
SpiderRock Advisors, LLC 0.03% — 18,897 $883K
Oak Family Advisors, LLC 0.34% Reduce -0.4% 18,515 $879K
Highland Capital Management, LLC 0.05% Add +4.6% 18,299 $868K
Wealthcare Advisory Partners LLC 0.03% Reduce -0.6% 18,290 $868K
Raab & Moskowitz Asset Management LLC 0.24% Add +3.2% 18,159 $862K
Capital Advisors, Ltd. LLC 0.11% Add +8.8% 18,079 $858K
PNC Financial Services Group, Inc. 0.00% Reduce -10.1% 17,804 $845K
McDonald Partners LLC 0.23% Add +0.7% 17,546 $833K
Provenance Wealth Advisors, LLC 0.12% Add +33.2% 17,542 $833K
InterOcean Capital Group, LLC 0.02% Add +14.5% 17,465 $829K
Graypoint LLC 0.06% Reduce -13.9% 17,392 $825K
Krilogy Financial LLC 0.06% Reduce -3.8% 17,318 $822K
Benjamin F. Edwards & Company, Inc. 0.01% Add +20.7% 17,205 $817K
Vigilare Wealth Management 0.40% Reduce -40.1% 17,100 $812K
Westwood Holdings Group Inc. 0.01% Add +32.5% 16,844 $799K
FWG Holdings, LLC 0.43% Add +14.7% 16,918 $795K
Waldron Private Wealth LLC 0.04% Reduce -2.0% 16,562 $786K
Bison Wealth, LLC 0.13% Reduce -1.1% 16,536 $785K
Smithbridge Asset Management Inc. 0.16% Reduce -5.1% 16,532 $785K
Wealth Advisory Solutions, LLC 0.20% New 16,500 $783K
J.W. Cole Advisors, Inc. 0.04% Add +20.0% 16,497 $783K
Wealthspire Retirement, LLC 0.07% Add +6.2% 16,388 $778K
Kestra Private Wealth Services, LLC 0.02% Reduce -3.4% 16,139 $766K
Investment House LLC 0.04% Add +1.9% 16,110 $765K
Gould Asset Management LLC 0.18% Reduce -3.1% 16,100 $764K
Covenant Asset Management, LLC 0.18% Add +0.7% 16,003 $760K
Level Four Advisory Services, LLC 0.04% No change 17,581 $748K
Boyce & Associates Wealth Consulting, Inc. 0.96% Add +15.3% 15,685 $744K
Envestnet Portfolio Solutions, Inc. 0.00% Add +94.4% 15,676 $744K
Hyman Charles D 0.04% No change 15,505 $736K
Keebeck Wealth Management 0.11% No change 15,500 $736K
Samalin Investment Counsel, LLC 0.35% Add +5.3% 15,371 $730K
Mainsail Asset Management, LLC 0.58% No change 15,136 $718K
Gladstone Institutional Advisory LLC 0.04% Reduce -2.7% 15,133 $718K
Sunbelt Securities, Inc. 0.08% Add +96.8% 15,101 $717K
MBA Advisors LLC 0.37% Add +10.5% 15,082 $716K
Moloney Securities Asset Management, LLC 0.11% Reduce -16.5% 15,080 $716K
DDFG, Inc 0.23% Add +9.6% 14,938 $709K
Jeppson Wealth Management, LLC 0.27% Add +0.2% 14,845 $705K
Onyx Bridge Wealth Group LLC 0.12% Add +5.2% 14,638 $696K
Belpointe Asset Management LLC 0.05% Reduce -48.6% 14,502 $688K
Dumont & Blake Investment Advisors LLC 0.20% Reduce -0.7% 14,461 $686K
Perissos Private Wealth Management, LLC 0.62% — 14,308 $679K
Endowment Wealth Management, Inc. 0.50% Reduce -12.4% 14,191 $673K
AXS Investments LLC 0.16% New 14,000 $664K
Quantum Portfolio Management LLC 0.38% Reduce -7.3% 13,934 $661K
Argent Advisors, Inc. 0.26% Add +0.6% 13,865 $658K
Benjamin Edwards Inc. 0.13% Add +92.4% 13,848 $657K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.4% 13,769 $653K
FF Advisors,LLC 0.44% No change 13,300 $631K
Retirement Financial Solutions, LLC 0.32% Reduce -16.5% 13,206 $627K
Cwm, LLC 0.00% Add +7.1% 13,190 $626K
Avidian Wealth Enterprises, LLC 0.03% Reduce -9.3% 13,141 $624K
Northern Trust Corp. 0.00% Reduce -2.1% 13,017 $618K
Operose Advisors LLC 0.21% Add +8.6% 13,015 $618K
Jane Street Group, LLC 0.00% Reduce -75.9% 12,773 $606K
Mutual Advisors, LLC 0.02% Reduce -12.1% 12,655 $601K
Faithward Advisors, LLC 0.11% New 12,640 $600K
Compound Planning, Inc. 0.06% Reduce -4.3% 12,627 $599K
Wealth Effects LLC 0.22% Reduce -6.0% 12,585 $597K
Gateway Wealth Partners, LLC 0.21% Reduce -9.2% 12,553 $596K
Childress Capital Advisors, LLC 0.17% No change 12,500 $593K
Jefferies Financial Group Inc. 0.01% Add +1.9% 12,411 $589K
Lincoln National Corp. 0.01% Add +26.9% 12,365 $587K
Walker Asset Management, LLC 0.39% Reduce -7.0% 12,287 $583K
Cullen/Frost Bankers, Inc. 0.01% No change 12,269 $582K
Greytown Advisors Inc. 0.32% Reduce -29.6% 12,104 $574K
Dynamic Advisor Solutions LLC 0.02% Add +32.6% 12,038 $571K
Lake Street Advisors Group, LLC 0.03% Reduce -68.8% 12,000 $570K
Eagle Strategies LLC 0.13% Reduce -86.3% 11,968 $568K
Sfmg, LLC 0.05% No change 11,750 $558K
Prepared Retirement Institute LLC 0.42% Reduce -23.5% 11,723 $556K
Simplex Trading, LLC 0.02% Reduce -61.7% 11,655 $553K
Northwest Wealth Management, LLC 0.15% Reduce -16.5% 11,562 $549K
Smith, Moore & Co. 0.06% Reduce -1.1% 11,456 $544K
Bokf, NA 0.01% Add +23.8% 11,445 $544K
Fort Point Capital Partners LLC 0.07% Reduce -12.4% 11,413 $542K
Novak & Powell Financial Services, Inc. 0.40% Add +1.8% 11,339 $538K
MAI Capital Management 0.01% Add +4.4% 11,209 $532K
Sowell Financial Services LLC 0.03% Reduce -0.4% 11,156 $529K
Zacks Investment Management 0.01% Reduce -0.7% 11,041 $524K
Stonegate Investment Group, LLC 0.02% No change 11,037 $524K
Focus Financial Network, Inc. 0.03% — 11,266 $522K
Hamilton Wealth, LLC 0.16% Add +90.0% 10,982 $521K
NewEdge Wealth, LLC 0.01% Add +1.6% 11,072 $519K
WealthTrust Axiom LLC 0.17% Reduce -7.8% 10,910 $518K
Titleist Asset Management, LLC 0.09% Reduce -57.6% 10,880 $516K
BluePointe Capital Management, LLC 0.35% No change 10,860 $515K
Empire Financial Management Company, LLC 0.17% No change 10,800 $513K
Anchor Investment Management, LLC 0.05% Add +0.5% 10,694 $508K
Moors & Cabot, Inc. 0.03% No change 10,541 $500K
D. E. Shaw & Co. 0.00% Reduce -50.6% 10,454 $496K
Venture Visionary Partners LLC 0.02% Add +3.8% 10,403 $494K
Segment Wealth Management, LLC 0.04% Add +12.7% 10,375 $492K
Tyler-Stone Wealth Management 0.22% Reduce -5.7% 10,338 $491K
Trek Financial, LLC 0.04% New 10,303 $489K
OneDigital Investment Advisors LLC 0.01% Reduce -4.3% 10,250 $486K
Mach-1 Financial Group, LLC 0.37% Add +0.1% 10,236 $486K
Good Life Advisors, LLC 0.04% Add +26.9% 10,135 $481K
Kingswood Wealth Advisors, LLC 0.06% Add +36.7% 10,104 $480K
Glaxis Capital Management, LLC 0.89% No change 10,000 $475K
Securian Asset Management, Inc. 0.01% No change 10,000 $475K
Prevail Innovative Wealth Advisors, LLC 0.18% New 9,940 $472K
Virtue Capital Management, LLC 0.08% Add +32.4% 9,993 $471K
Brown Advisory Inc. 0.00% No change 9,800 $465K
LMCG Investments, LLC 0.03% Reduce -23.6% 9,709 $461K
Steel Grove Capital Advisors, LLC 0.06% Reduce -1.0% 9,699 $460K
Kovack Advisors, Inc. 0.06% Add +4.1% 9,682 $460K
Ulland Investment Advisors, LLC 0.37% Add +13.2% 9,675 $459K
Aspen Grove Capital, LLC 0.13% New 9,590 $455K
Smithfield Trust Co 0.02% No change 9,571 $454K
Windsor Advisory Group, LLC 1.27% No change 9,500 $451K
Avior Wealth Management, LLC 0.02% Add +19466.7% 9,392 $446K
RFG Advisory, LLC 0.02% Reduce -6.8% 9,387 $445K
Ballew Advisors, Inc 0.30% Reduce -0.1% 9,380 $441K
Invst, LLC 0.05% Reduce -16.1% 9,202 $437K
Trivium Point Advisory, LLC 0.09% Add +78.4% 9,169 $435K
Beaumont Financial Advisors, LLC 0.04% Add +4.1% 9,099 $432K
Equitable Holdings, Inc. 0.00% Add +0.7% 8,972 $426K
9258 Wealth Management, LLC 0.07% Reduce -1.4% 8,969 $426K
Sapient Capital LLC 0.01% No change 8,949 $425K
Snowden Capital Advisors LLC 0.01% Add +42.5% 8,945 $425K
Courier Capital LLC 0.03% Add +0.0% 8,916 $423K
Harbour Investments, Inc. 0.01% Add +9.2% 8,915 $423K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% — 8,893 $422K
Opal Wealth Advisors, LLC 0.14% Add +5.9% 8,860 $420K
Wbi Investments, LLC 0.09% New 8,734 $415K
Regions Financial Corp. 0.00% No change 8,665 $411K
Dividend Assets Capital, LLC 0.09% No change 8,635 $410K
Pingora Partners LLC 0.30% No change 8,528 $405K
Kercheville Advisors, LLC 0.19% Add +17.2% 8,500 $403K
TRUE Private Wealth Advisors 0.05% Add +1.5% 8,413 $399K
BTS Asset Management, Inc. 0.33% Add +15.6% 8,305 $394K
RFP Financial Group LLC 0.15% Add +1.7% 8,289 $393K
Wealthfront Advisers LLC 0.00% Reduce -0.5% 8,151 $387K
Atlas Capital Advisors Inc. 0.06% No change 8,141 $386K
First Foundation Advisors 0.02% Add +0.4% 8,128 $386K
Baird Financial Group, Inc. 0.00% Reduce -32.5% 8,113 $385K
Keystone Financial Group 0.06% Add +3.9% 7,976 $379K
Allworth Financial LP 0.00% Reduce -5.9% 7,904 $375K
Summit Financial Group, Inc. 0.13% Add +49.0% 7,880 $374K
Evexia Wealth LLC 0.15% Add +7.2% 7,993 $372K
HHM Wealth Advisors, LLC 0.06% No change 7,827 $371K
Engineers Gate Manager LP 0.01% New 7,760 $368K
Alpha Omega Wealth Management LLC 0.07% Add +0.7% 7,717 $366K
Nwam LLC 0.03% Reduce -92.0% 7,675 $364K
Greystone Financial Group, LLC 0.07% New 7,649 $363K
Spotlight Asset Group, Inc. 0.25% No change 7,500 $356K
Spire Wealth Management 0.01% Add +0.9% 7,436 $353K
Castle Rock Wealth Management, LLC 0.10% Add +23.5% 7,483 $348K
Sequoia Financial Advisors, LLC 0.00% Add +0.3% 7,226 $343K
Wedbush Securities Inc. 0.01% Add +12.2% 7,183 $341K
PFG Investments, LLC 0.02% New 7,137 $339K
Visionary Wealth Advisors 0.02% No change 7,037 $334K
Howard Wealth Management, LLC 0.27% Add +22.2% 6,953 $330K
Blue Trust, Inc. 0.00% Add +23.1% 6,915 $328K
Pinnacle Associates Ltd. 0.01% Reduce -1.6% 6,867 $326K
Bank of New York Mellon Corp 0.00% Add +37.1% 6,852 $325K
Tiemann Investment Advisors, LLC 0.15% Reduce -9.9% 6,850 $325K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -20.9% 6,832 $324K
Franklin Resources Inc. 0.00% No change 6,800 $323K
Freedom Investment Management, Inc. 0.03% Reduce -5.4% 6,778 $322K
Summit Investment Advisory Services, LLC 0.19% Add +1.4% 6,766 $321K
Jones Financial Companies LLLP 0.00% New 6,717 $319K
Independent Wealth Network Inc. 0.15% Reduce -0.1% 6,682 $317K
IHT Wealth Management, LLC 0.01% Reduce -14.1% 6,540 $310K
Global Trust Asset Management, LLC 0.12% Add +209.8% 6,350 $301K
Collaborative Wealth Managment Inc. 0.15% Reduce -0.1% 6,283 $298K
Lazari Capital Management, Inc. 0.16% No change 6,280 $298K
Register Financial Advisors LLC 0.15% Add +1.2% 6,200 $294K
Edge Wealth Management LLC 0.06% No change 6,195 $294K
Retirement Planning Group, LLC 0.02% Add +3.5% 6,123 $291K
Activest Wealth Management 0.14% Add +421.5% 6,091 $289K
HB Wealth Management, LLC 0.00% No change 6,082 $289K
FFT Wealth Management LLC 0.02% Reduce -4.0% 6,064 $288K
Ethos Financial Group, LLC 0.05% No change 6,000 $285K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $285K
Principal Securities, Inc. 0.01% Reduce -4.6% 5,982 $284K
Summit Financial, LLC 0.02% New 5,970 $283K
Capital Investment Advisory Services, LLC 0.03% Reduce -1.1% 5,964 $283K
Fernwood Investment Management, LLC 0.08% No change 5,953 $283K
EPG Wealth Management LLC 0.07% No change 5,924 $281K
Legacy Capital Group California, Inc. 0.10% New 5,848 $278K
Cardiff Park Advisors, LLC 0.03% New 5,846 $277K
Capital Asset Advisory Services LLC 0.02% New 5,802 $277K
Millennium Management 0.00% New 5,832 $277K
Vontobel Holding Ltd. 0.00% Reduce -3.3% 5,800 $275K
Bessemer Group Inc. 0.00% No change 5,795 $275K
Allred Capital Management, LLC 0.11% New 5,765 $274K
Buckhead Capital Management LLC 0.09% No change 5,751 $273K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 5,750 $272K
Moseley Investment Management Inc. 0.14% New 5,738 $272K
Cypress Wealth Services, LLC 0.06% Add +1.6% 5,715 $271K
Retirement Group, LLC 0.10% Add +22.1% 5,669 $269K
Parallel Advisors, LLC 0.01% Add +11.4% 5,644 $268K
Larson Financial Group LLC 0.02% No change 5,637 $268K
Edge Capital Group, LLC 0.01% No change 5,572 $264K
Trustmark Bank Trust Department 0.02% No change 5,557 $264K
LVW Advisors, LLC 0.04% New 5,555 $264K
Ieq Capital, LLC 0.00% New 5,514 $262K
MPS Loria Financial Planners, LLC 0.09% Add +13.3% 5,512 $262K
Concurrent Investment Advisors, LLC 0.01% New 5,473 $260K
Wesbanco Bank Inc. 0.01% New 5,456 $259K
Keudell/Morrison Wealth Management 0.08% Reduce -5.2% 5,432 $258K
RDA Financial Network 0.09% No change 5,427 $258K
Astor Investment Management LLC 0.10% Reduce -61.7% 5,408 $257K
Diversify Advisory Services, LLC 0.01% — 5,334 $253K
Brandywine Oak Private Wealth LLC 0.03% New 5,333 $253K
SeaCrest Wealth Management, LLC 0.03% Reduce -39.2% 5,250 $249K
Premier Path Wealth Partners, LLC 0.05% Add +1.9% 5,118 $243K
Intellectus Partners, LLC 0.06% New 5,095 $242K
SteelPeak Wealth, LLC 0.01% New 5,087 $241K
Verus Capital Partners, LLC 0.03% Reduce -3.7% 5,055 $240K
Osborne Partners Capital Management, LLC 0.01% New 5,035 $239K
Fiduciary Group, LLC 0.03% No change 5,000 $237K
Independent Advisor Alliance 0.01% New 5,000 $237K
Great Valley Advisor Group, Inc. 0.01% New 4,911 $233K
Long Run Wealth Advisors, LLC 0.06% New 4,900 $233K
Lindbrook Capital, LLC 0.02% No change 4,865 $231K
Gilman Hill Asset Management, LLC 0.04% Reduce -17.7% 4,850 $230K
Cornerstone Wealth Management, LLC 0.02% Reduce -0.5% 4,826 $229K
EP Wealth Advisors, LLC 0.00% New 4,810 $228K
Teamwork Financial Advisors, LLC 0.04% Reduce -4.2% 4,801 $228K
Keybank National Association 0.00% New 4,792 $227K
Washington Trust Advisors, Inc. 0.02% Reduce -12.7% 4,770 $226K
TD Private Client Wealth LLC 0.01% Add +8.9% 4,739 $225K
McKinley Carter Wealth Services, Inc. 0.01% No change 4,720 $224K
Tempus Wealth Planning, LLC 0.10% Reduce -13.9% 4,659 $221K
Walled Lake Planning & Wealth Management, LLC 0.09% New 4,650 $221K
Hohimer Wealth Management, LLC 0.05% New 4,646 $220K
NFSG Corp 0.10% Add +6.9% 4,643 $220K
Stableford Capital II LLC 0.09% New 4,643 $220K
Richard C. Young & CO., LTD. 0.03% New 4,627 $220K
Clear Creek Financial Management, LLC 0.03% New 4,573 $217K
Connectus Wealth, LLC 0.01% Reduce -5.1% 4,562 $217K
Institute for Wealth Management, LLC. 0.03% New 4,556 $216K
J. L. Bainbridge & Co., Inc. 0.02% New 4,554 $216K
Private Capital Management LLC 0.05% New 4,535 $215K
CoreCap Advisors, LLC 0.01% New 4,534 $215K
Focus Partners Advisor Solutions, LLC 0.01% New 4,526 $215K
Wellington Shields Capital Management, LLC 0.04% Reduce -29.6% 4,525 $215K
Lauer Wealth, LLC 0.19% New 4,553 $214K
CIBC Private Wealth Group LLC 0.00% Reduce -4.5% 4,508 $214K
Greenwood Capital Associates LLC 0.03% New 4,510 $214K
Chickasaw Capital Management LLC 0.01% Reduce -74.9% 4,485 $213K
Quadcap Wealth Management, LLC 0.05% Reduce -16.2% 4,485 $213K
Fifth Third Bancorp 0.00% Add +72.3% 4,443 $211K
Global Retirement Partners, LLC 0.01% Add +25.2% 4,404 $209K
DF Dent & Co. Inc. 0.00% New 4,387 $208K
Oxbow Advisors, LLC 0.03% Reduce -95.0% 4,286 $203K
Mgo One Seven LLC 0.01% Reduce -30.8% 4,272 $203K
Exencial Wealth Advisors, LLC 0.01% New 4,226 $201K
CreativeOne Wealth, LLC 0.01% Reduce -11.1% 4,221 $200K
Realta Investment Advisors 0.04% Reduce -29.1% 4,107 $195K
PSI Advisors, LLC 0.07% Add +0.2% 3,918 $186K
Headlands Technologies LLC 0.04% Reduce -4.5% 3,690 $175K
Icon Wealth Advisors, LLC 0.02% Reduce -2.7% 3,614 $172K
O'shaughnessy Asset Management, LLC 0.00% Add +44.2% 3,399 $161K
First Horizon Advisors, Inc. 0.00% Add +1.5% 3,353 $159K
Castleview Partners, LLC 0.09% Reduce -41.8% 3,287 $156K
Wellington Shields & Co., LLC 0.05% No change 3,120 $148K
Rye Brook Capital LLC 0.08% No change 3,000 $142K
Pinnacle Bancorp, Inc. 0.04% No change 2,831 $134K
Hilltop National Bank 0.05% — 2,800 $133K
TD Waterhouse Canada Inc. 0.00% Reduce -4.6% 2,848 $128K
LGT Financial Advisors LLC 0.14% Reduce -22.2% 2,563 $122K
Whittier Trust Co. 0.00% Add +2.0% 2,493 $118K
SG Americas Securities, LLC 0.00% Reduce -57.5% 2,412 $114K
Hexagon Capital Partners LLC 0.02% Reduce -5.2% 2,317 $110K
CENTRAL TRUST Co 0.00% Add +4.3% 2,194 $104K
Bogart Wealth, LLC 0.01% No change 2,183 $104K
Elevation Wealth Partners, LLC 0.05% Add +3.4% 2,141 $102K
Sandy Spring Bank 0.00% No change 2,140 $102K
Creekmur Asset Management LLC 0.03% Reduce -52.9% 2,057 $98K
Rosenberg Matthew Hamilton 0.03% Reduce -28.0% 1,962 $93K
Montag A & Associates Inc. 0.00% Add +0.1% 1,951 $93K
Albion Financial Group 0.01% No change 1,940 $92K
Sound Income Strategies, LLC 0.01% Reduce -70.7% 1,846 $88K
Carmichael Hill & Associates, Inc. 0.04% Add +0.9% 1,842 $87K
Atticus Wealth Management, LLC 0.02% Add +0.4% 1,600 $76K
Farther Finance Advisors, LLC 0.00% Reduce -10.6% 1,570 $75K
Kathleen S. Wright Associates Inc. 0.03% No change 1,546 $73K
Ancora Advisors LLC 0.00% Add +1.3% 1,534 $73K
Colonial Trust Advisors 0.01% No change 1,495 $71K
Eagle Bay Advisors LLC 0.04% Add +2.0% 1,354 $64K
Princeton Global Asset Management LLC 0.02% No change 1,350 $64K
Citizens National Bank Trust Department 0.01% Reduce -24.1% 1,260 $60K
Friedenthal Financial 0.04% Reduce -1.3% 1,247 $59K
Brown Brothers Harriman & Co. 0.00% No change 1,247 $59K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 1,500 $58K
Caldwell Sutter Capital, Inc. 0.03% Reduce -35.6% 1,137 $54K
Rothschild Investment LLC 0.00% No change 1,096 $52K
Institutional & Family Asset Management, LLC 0.01% Add +2.0% 1,077 $51K
Barometer Capital Management Inc. 0.01% Reduce -92.1% 1,020 $48K
Optimum Investment Advisors 0.02% No change 1,000 $47K
Summit Securities Group LLC 0.02% New 1,000 $47K
ICA Group Wealth Management, LLC 0.01% No change 901 $43K
REAP Financial Group, LLC 0.01% New 836 $40K
First United Bank & Trust 0.01% No change 834 $40K
Geneos Wealth Management Inc. 0.00% Reduce -6.9% 825 $39K
Founders Capital Management 0.03% No change 808 $38K
Colonial Trust Co / SC 0.01% No change 791 $38K
Financial Gravity Asset Management, Inc. 0.01% Reduce -94.2% 878 $37K
Sanctuary Wealth Management, L.L.C. 0.03% No change 760 $36K
Capital Analysts, LLC 0.00% Add +87.7% 760 $36K
Armstrong Advisory Group, Inc. 0.00% No change 808 $34K
GS Investments, Inc. 0.01% No change 600 $28K
Chilton Capital Management LLC 0.00% No change 600 $28K
Avion Wealth 0.01% No change 568 $27K
Financial Management Professionals, Inc. 0.00% Add +2.0% 560 $27K
Russell Investments Group, Ltd. 0.00% New 568 $27K
Archer Investment Corp 0.01% No change 543 $26K
Walleye Trading LLC 0.00% New 500 $24K
City Holding Co. 0.00% Reduce -21.9% 500 $24K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 431 $20K
McIlrath & Eck, LLC 0.00% No change 403 $19K
Logan Capital Management Inc. 0.00% No change 400 $19K
UMB Bank, n.a. 0.00% No change 400 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 397 $19K
M&R Capital Management Inc. 0.00% No change 373 $18K
Concourse Financial Group Securities, Inc. 0.00% No change 326 $15K
Macroview Investment Management LLC 0.02% Add +1.9% 326 $15K
CGC Financial Services, LLC 0.01% No change 325 $15K
CSS LLC 0.00% New 305 $14K
Barrett & Company, Inc. 0.01% Reduce -40.0% 300 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.7% 296 $14K
FSA Wealth Management LLC 0.01% No change 260 $12K
Glen Eagle Advisors, LLC 0.00% No change 257 $12K
Wiser Advisor Group LLC 0.02% New 255 $12K
BlackRock Inc. 0.00% No change 255 $12K
LifeSteps Financial, Inc. 0.01% New 241 $11K
Riverview Trust Co 0.01% New 240 $11K
Cyrus J. Lawrence, LLC 0.00% — 245 $11K
Country Trust Bank 0.00% New 220 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 200 $9K
Thompson Investment Management, Inc. 0.00% No change 193 $9K
Davis Capital Management 0.01% Add +2.3% 181 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 171 $8K
Carolinas Wealth Consulting LLC 0.00% Add +1.8% 168 $8K
Independence Bank of Kentucky 0.00% No change 160 $8K
Blume Capital Management, Inc. 0.00% No change 153 $7K
Oakworth Capital, Inc. 0.00% Reduce -42.3% 150 $7K
Vaughan Nelson Investment Management, L.P. 0.00% No change 139 $7K
Morgan Dempsey Capital Management LLC 0.00% No change 147 $7K
Arax Advisory Partners 0.00% No change 128 $6K
EverSource Wealth Advisors, LLC 0.00% New 125 $6K
Planning Capital Management Corp 0.00% Reduce -77.7% 110 $5K
Crewe Advisors LLC 0.00% New 109 $5K
Wetzel Investment Advisors, Inc. 0.00% No change 108 $5K
Abound Wealth Management 0.00% Add +2.0% 104 $5K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $5K
St Germain D J Co. Inc. 0.00% No change 83 $4K
Missouri Trust & Investment Co 0.00% No change 81 $4K
CVA Family Office, LLC 0.00% No change 80 $4K
Venturi Wealth Management, LLC 0.00% No change 62 $3K
AdvisorNet Financial, Inc 0.00% Reduce -78.3% 60 $3K
FinTrust Capital Advisors, LLC 0.00% No change 58 $3K
Iron Horse Wealth Management, LLC 0.00% No change 52 $2K
Signaturefd, LLC 0.00% Reduce -97.3% 50 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 44 $2K
Asset Dedication, LLC 0.00% Reduce -83.3% 50 $2K
Front Row Advisors LLC 0.00% New 35 $2K
Heck Capital Advisors, LLC 0.00% No change 29 $1K
Hantz Financial Services, Inc. 0.00% New 18 $1K
Kelly Financial Services LLC 0.00% New 21 $997
MV Capital Management, Inc. 0.00% No change 18 $855
Assetmark, Inc. 0.00% Reduce -68.0% 8 $361

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