Alerian MLP ETFAMLPETF
13F holders, Q2 2024 (June 30)644holders +9
50new positions
37sold out
5famous investors
$47.92avg. 13F price*
At the end of Q2 2024, 644 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 9 from Q1 2024. 50 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($584.7M), Goldman Sachs Group Inc. ($362.0M) and Bank of America Corp. ($329.1M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q2 2024)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $49.7M |
| Exits | 37 | $51.8M |
All 13F filers, Q1 2024 → Q2 2024: 7,673,663 shares bought and 4,150,780 shares sold, net +3,522,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 644 holders
| Morgan Stanley | 0.05% | Add +14.0% | 12,186,131 | $584.7M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -4.1% | 7,545,532 | $362.0M |
| Bank of America Corp. | 0.03% | Add +10.3% | 6,858,334 | $329.1M |
| Wells Fargo & Company | 0.07% | Reduce -1.1% | 5,285,401 | $253.6M |
| UBS Group AG | 0.04% | Add +2.3% | 2,772,264 | $133.0M |
| Creative Planning | 0.12% | Reduce -1.9% | 2,346,531 | $112.6M |
| LPL Financial LLC | 0.05% | Add +8.9% | 2,124,708 | $101.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +15.7% | 2,007,435 | $96.3M |
| 1832 Asset Management L.P. | 0.16% | Reduce -4.8% | 1,820,174 | $87.3M |
| Royal Bank of Canada | 0.02% | Add +4.5% | 1,695,155 | $81.3M |
| Allen Investment Management, LLC | 0.77% | Add +16.8% | 1,315,442 | $63.1M |
| Rational Advisors, Inc. | 6.15% | Reduce -6.5% | 1,281,676 | $61.5M |
| Ameriprise Financial Inc. | 0.02% | Add +18.8% | 1,189,171 | $57.1M |
| Stifel Financial Corp. | 0.06% | Add +14.8% | 1,150,005 | $55.2M |
| Raymond James & Associates | 0.03% | Reduce -27.9% | 1,036,845 | $49.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.8% | 1,027,043 | $49.3M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +7.7% | 970,811 | $46.6M |
| Stephens Inc. | 0.70% | Add +2.3% | 957,344 | $45.9M |
| Tiaa Trust, National Association | 0.14% | Reduce -3.3% | 948,926 | $45.3M |
| Ocean Park Asset Management, LLC | 2.12% | No change | 931,640 | $44.7M |
| HighTower Advisors, LLC | 0.06% | Add +2.2% | 788,057 | $37.8M |
| Naviter Wealth, LLC | 5.50% | Add +28.1% | 768,276 | $36.9M |
| Deutsche Bank AG | 0.02% | Reduce -12.0% | 705,545 | $33.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -16.3% | 673,814 | $32.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.3% | 665,719 | $31.9M |
| First American Trust, FSB | 2.57% | Reduce -12.8% | 534,114 | $25.6M |
| Choreo, LLC | 0.41% | Add +2.3% | 508,768 | $24.5M |
| Blair William & Co. | 0.07% | Add +260.0% | 484,890 | $23.3M |
| US Bancorp \de | 0.03% | Add +2059.4% | 451,247 | $21.7M |
| Captrust Financial Advisors | 0.07% | Reduce -2.2% | 447,176 | $21.5M |
| Cetera Investment Advisers | 0.05% | Reduce -3.9% | 424,848 | $20.4M |
| Maryland State Retirement & Pension System | 0.35% | No change | 399,453 | $19.2M |
| Prime Capital Investment Advisors, LLC | 0.28% | Reduce -7.7% | 395,923 | $19.0M |
| NewEdge Advisors, LLC | 0.13% | Add +233.3% | 375,554 | $18.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +3.3% | 363,472 | $17.4M |
| Proficio Capital Partners LLC | 1.81% | Add +1.8% | 360,049 | $17.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +14.9% | 324,747 | $15.6M |
| Searcy Financial Services Inc. | 7.69% | Add +0.9% | 321,083 | $15.4M |
| Allen Wealth Management, LLC | 13.61% | Add +1.4% | 318,725 | $15.3M |
| Summit Financial Wealth Advisors, LLC | 2.95% | Add +0.5% | 303,492 | $14.6M |
| Householder Group Estate & Retirement Specialist, LLC | 4.04% | Reduce -0.1% | 299,773 | $14.4M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +2.1% | 295,669 | $14.2M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +2.1% | 295,669 | $14.2M |
| Advisors Preferred, LLC | 2.44% | Reduce -10.6% | 292,390 | $14.1M |
| Baldwin Wealth Partners LLC | 0.98% | Reduce -12.8% | 261,553 | $12.5M |
| IronBridge Private Wealth, LLC | 4.69% | Add +4.3% | 260,861 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -26.8% | 251,037 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.0% | 245,875 | $11.8M |
| Novare Capital Management LLC | 1.04% | No change | 240,375 | $11.5M |
| Checchi Capital Advisers, LLC | 0.90% | Add +0.4% | 235,943 | $11.3M |
| Prospera Financial Services Inc | 0.31% | Add +0.6% | 233,412 | $11.2M |
| Tectonic Advisors LLC | 0.80% | Add +0.1% | 230,898 | $11.1M |
| Fortem Financial Group, LLC | 4.76% | Reduce -0.8% | 230,727 | $11.1M |
| Wealth Alliance, LLC | 1.42% | Add +7.8% | 229,241 | $11.0M |
| New Harbor Financial Group, LLC | 3.62% | New | 226,431 | $10.9M |
| Violich Capital Management, Inc. | 1.44% | Add +5.2% | 221,420 | $10.6M |
| Virtu Financial LLC | 0.68% | New | 204,327 | $9.8M |
| Nicolet Advisory Services, LLC | 0.93% | Add +7.5% | 202,726 | $9.8M |
| Riggs Asset Managment Co. Inc. | 2.86% | Add +2.6% | 200,125 | $9.6M |
| Fifth Third Securities, Inc. | 0.88% | Reduce -6.2% | 199,161 | $9.6M |
| Spirepoint Private Client, LLC | 1.30% | Add +3.5% | 190,598 | $9.1M |
| Private Advisor Group, LLC | 0.06% | Add +7.9% | 189,786 | $9.1M |
| Spectrum Wealth Counsel, LLC | 1.13% | Reduce -6.3% | 185,614 | $8.9M |
| Shikiar Asset Management Inc. | 2.61% | Add +14.8% | 185,505 | $8.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +2.3% | 183,962 | $8.8M |
| North Star Investment Management Corp. | 0.65% | Add +3.0% | 183,835 | $8.8M |
| Muhlenkamp & Co. Inc. | 2.61% | No change | 174,555 | $8.4M |
| Punch & Associates Investment Management, Inc. | 0.49% | Reduce -12.7% | 173,013 | $8.3M |
| PFG Advisors | 0.56% | Reduce -3.8% | 172,045 | $8.3M |
| Elgethun Capital Management | 1.97% | Add +1.8% | 162,503 | $7.8M |
| Williams Jones Wealth Management, LLC. | 0.10% | Add +397.9% | 159,953 | $7.7M |
| Cibc World Market Inc. | 0.02% | Reduce -0.8% | 159,713 | $7.7M |
| Lake Hills Wealth Management, LLC | 5.49% | Reduce -0.1% | 159,493 | $7.7M |
| Evergreen Capital Management LLC | 0.28% | Add +0.5% | 159,466 | $7.7M |
| Advisory Services Network, LLC | 0.16% | Add +26.6% | 157,849 | $7.6M |
| McKinley Capital Management LLC | 1.31% | Reduce -1.0% | 156,558 | $7.5M |
| Vista Finance, LLC | 11.49% | Add +97.6% | 156,205 | $7.5M |
| Nicolet Bankshares Inc. | 1.50% | Add +63.8% | 149,226 | $7.2M |
| Madison Park Capital Advisors, LLC | 5.80% | Add +6.2% | 144,581 | $6.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.13% | Reduce -2.1% | 141,981 | $6.8M |
| Cowa, LLC | 3.62% | Reduce -1.7% | 141,407 | $6.8M |
| Brick & Kyle, Associates | 2.79% | Add +3.5% | 140,219 | $6.7M |
| Left Brain Wealth Management, LLC | 3.13% | Add +0.4% | 139,928 | $6.7M |
| MML Investors Services, LLC | 0.03% | Add +79.1% | 132,484 | $6.4M |
| Commerce Bank | 0.04% | Add +2.4% | 130,768 | $6.3M |
| FWL Investment Management, LLC | 3.14% | Add +0.8% | 129,803 | $6.2M |
| Bullseye Investment Management, LLC | 4.22% | Reduce -21.6% | 136,615 | $6.1M |
| Truist Financial Corp. | 0.01% | Add +14.1% | 118,304 | $5.7M |
| Eagle Strategies LLC | 1.05% | Add +856.8% | 114,504 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -5.2% | 114,203 | $5.5M |
| Independent Financial Group, LLC | 0.22% | Reduce -7.7% | 112,033 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.7% | 111,043 | $5.3M |
| Mariner, LLC | 0.01% | Add +7.7% | 110,226 | $5.3M |
| Fortis Group Advisors, LLC | 1.04% | Add +23.4% | 109,170 | $5.2M |
| Sanctuary Advisors, LLC | 0.04% | — | 108,088 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.2% | 105,954 | $5.1M |
| Cibc World Markets Corp. | 0.03% | Add +0.9% | 105,088 | $5.0M |
| NTV Asset Management LLC | 0.72% | Add +16.4% | 104,409 | $5.0M |
| Herbst Group, LLC | 3.03% | Reduce -3.5% | 103,953 | $5.0M |
| Citigroup Inc. | 0.00% | Add +17.1% | 101,870 | $4.9M |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.