Alerian MLP ETFAMLPETF
13F holders, Q3 2024 (September 30)651holders +7
50new positions
43sold out
5famous investors
$47.14avg. 13F price*
At the end of Q3 2024, 651 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 7 from Q2 2024. 50 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($579.5M), Goldman Sachs Group Inc. ($363.7M) and Bank of America Corp. ($333.6M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q3 2024)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $91.0M |
| Exits | 43 | $78.5M |
All 13F filers, Q2 2024 → Q3 2024: 6,398,563 shares bought and 3,537,622 shares sold, net +2,860,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 651 holders
| Morgan Stanley | 0.04% | Add +0.9% | 12,295,205 | $579.5M |
| Goldman Sachs Group Inc. | 0.07% | Add +2.3% | 7,717,080 | $363.7M |
| Bank of America Corp. | 0.03% | Add +3.2% | 7,078,747 | $333.6M |
| Wells Fargo & Company | 0.06% | Reduce -0.2% | 5,276,022 | $248.7M |
| UBS Group AG | 0.03% | Reduce -6.3% | 2,598,923 | $122.5M |
| LPL Financial LLC | 0.05% | Add +12.9% | 2,399,962 | $113.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +17.1% | 2,350,726 | $110.8M |
| Creative Planning | 0.11% | Reduce -0.6% | 2,332,881 | $109.9M |
| Allen Investment Management, LLC | 1.03% | Add +40.2% | 1,844,785 | $86.9M |
| 1832 Asset Management L.P. | 0.14% | Reduce -0.3% | 1,813,803 | $85.5M |
| Royal Bank of Canada | 0.02% | Add +1.4% | 1,719,444 | $81.0M |
| Ameriprise Financial Inc. | 0.02% | Add +5.1% | 1,250,211 | $58.9M |
| Rational Advisors, Inc. | 5.82% | Reduce -2.6% | 1,248,180 | $58.8M |
| Stifel Financial Corp. | 0.05% | Reduce -6.8% | 1,071,786 | $50.5M |
| Raymond James & Associates | 0.03% | Add +2.4% | 1,061,519 | $50.0M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +5.3% | 1,022,324 | $48.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.6% | 1,021,142 | $48.1M |
| Stephens Inc. | 0.66% | Add +2.8% | 984,226 | $46.4M |
| Naviter Wealth, LLC | 5.75% | Add +14.2% | 877,080 | $41.3M |
| HighTower Advisors, LLC | 0.06% | Add +10.7% | 872,018 | $41.1M |
| Tiaa Trust, National Association | 0.12% | Reduce -8.9% | 864,437 | $40.7M |
| Deutsche Bank AG | 0.01% | No change | 705,545 | $33.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.0% | 685,962 | $32.3M |
| Hilton Capital Management, LLC | 2.45% | New | 669,674 | $31.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -3.1% | 652,570 | $30.8M |
| EP Wealth Advisors, LLC | 0.21% | Add +10423.5% | 511,442 | $24.1M |
| Choreo, LLC | 0.35% | Reduce -1.5% | 500,913 | $23.7M |
| Blair William & Co. | 0.07% | Add +1.7% | 493,314 | $23.2M |
| Captrust Financial Advisors | 0.06% | Add +0.1% | 447,475 | $21.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +11.3% | 404,580 | $19.1M |
| Proficio Capital Partners LLC | 1.89% | Add +11.9% | 402,767 | $19.0M |
| Maryland State Retirement & Pension System | 0.40% | No change | 399,453 | $18.8M |
| First American Trust, FSB | 1.85% | Reduce -25.9% | 395,717 | $18.7M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -2.5% | 386,149 | $18.2M |
| Cetera Investment Advisers | 0.04% | Reduce -9.3% | 385,286 | $18.2M |
| NewEdge Advisors, LLC | 0.12% | Add +1.9% | 382,693 | $18.0M |
| US Bancorp \de | 0.02% | Reduce -23.5% | 345,356 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.2% | 338,226 | $15.9M |
| Searcy Financial Services Inc. | 7.24% | Add +2.0% | 327,526 | $15.4M |
| Allen Wealth Management, LLC | 10.58% | Add +1.5% | 323,611 | $15.3M |
| School Employees Retirement Board of Ohio | 8.33% | New | 310,698 | $14.6M |
| Summit Financial Wealth Advisors, LLC | 2.70% | Add +0.5% | 305,127 | $14.4M |
| Householder Group Estate & Retirement Specialist, LLC | 4.11% | Reduce -0.1% | 299,414 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -1.3% | 291,777 | $13.8M |
| Orion Portfolio Solutions, LLC | 0.14% | Reduce -1.3% | 291,777 | $13.8M |
| Enclave Advisors LLC | 2.15% | — | 269,021 | $12.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.3% | 266,745 | $12.6M |
| Baldwin Wealth Partners LLC | 0.83% | Reduce -0.9% | 259,139 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.8% | 257,567 | $12.1M |
| IronBridge Private Wealth, LLC | 4.46% | Reduce -2.8% | 253,538 | $11.9M |
| Checchi Capital Advisers, LLC | 0.88% | Add +5.9% | 249,847 | $11.8M |
| Tectonic Advisors LLC | 0.76% | Add +5.9% | 244,497 | $11.5M |
| Wealth Alliance, LLC | 1.36% | Add +5.5% | 241,912 | $11.4M |
| New Harbor Financial Group, LLC | 3.27% | Add +6.6% | 241,299 | $11.4M |
| Novare Capital Management LLC | 0.96% | No change | 240,375 | $11.3M |
| Advisors Preferred, LLC | 1.70% | Reduce -19.4% | 235,738 | $11.2M |
| Prospera Financial Services Inc | 0.28% | Add +0.8% | 235,401 | $11.1M |
| Fortem Financial Group, LLC | 4.46% | Add +0.9% | 232,848 | $11.0M |
| Fourpath Capital Management, LLC | 1.96% | Add +1037.3% | 226,092 | $10.7M |
| Violich Capital Management, Inc. | 1.38% | Add +1.8% | 225,290 | $10.6M |
| Private Advisor Group, LLC | 0.06% | Add +10.2% | 209,166 | $9.9M |
| Nicolet Advisory Services, LLC | 0.92% | Add +1.2% | 205,175 | $9.7M |
| Riggs Asset Managment Co. Inc. | 2.62% | Add +1.5% | 203,080 | $9.6M |
| Spirepoint Private Client, LLC | 1.25% | Add +5.5% | 201,058 | $9.5M |
| Shikiar Asset Management Inc. | 2.62% | Add +3.6% | 192,155 | $9.1M |
| North Star Investment Management Corp. | 0.63% | Add +4.4% | 191,909 | $9.0M |
| Fifth Third Securities, Inc. | 0.85% | Reduce -4.5% | 190,129 | $9.0M |
| PFG Advisors | 0.56% | Add +9.0% | 187,566 | $8.8M |
| Spectrum Wealth Counsel, LLC | 1.04% | Add +0.4% | 186,375 | $8.8M |
| Muhlenkamp & Co. Inc. | 2.53% | Add +0.3% | 175,101 | $8.3M |
| Punch & Associates Investment Management, Inc. | 0.46% | Add +1.1% | 174,847 | $8.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.3% | 170,588 | $8.1M |
| Elgethun Capital Management | 1.84% | Add +2.3% | 166,211 | $7.8M |
| Nwam LLC | 0.47% | New | 163,986 | $7.7M |
| IFP Advisors, Inc | 0.27% | Add +86.1% | 161,565 | $7.6M |
| Williams Jones Wealth Management, LLC. | 0.09% | Add +0.9% | 161,403 | $7.6M |
| Advisory Services Network, LLC | 0.16% | No change | 157,849 | $7.6M |
| Evergreen Capital Management LLC | 0.25% | Add +0.6% | 160,469 | $7.6M |
| FWL Investment Management, LLC | 2.85% | Add +21.6% | 157,785 | $7.4M |
| Vista Finance, LLC | 9.96% | Reduce -0.1% | 155,982 | $7.4M |
| Millennium Management | 0.01% | Add +470.8% | 155,037 | $7.3M |
| Bullseye Investment Management, LLC | 4.36% | Add +10.4% | 150,876 | $7.3M |
| Lake Hills Wealth Management, LLC | 4.84% | Reduce -3.7% | 153,541 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +31.1% | 141,682 | $7.0M |
| Denali Advisors LLC | 0.75% | New | 148,045 | $7.0M |
| Cowa, LLC | 3.27% | Add +3.2% | 145,872 | $6.9M |
| Brick & Kyle, Associates | 2.94% | Add +3.4% | 144,968 | $6.8M |
| Nicolet Bankshares Inc. | 1.36% | Reduce -3.8% | 143,553 | $6.8M |
| Left Brain Wealth Management, LLC | 3.13% | Add +2.0% | 142,758 | $6.7M |
| Commerce Bank | 0.04% | Add +8.9% | 142,350 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +3.2% | 136,731 | $6.4M |
| Financial Management Network Inc. | 1.32% | New | 132,050 | $6.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.8% | 131,168 | $6.2M |
| Madison Park Capital Advisors, LLC | 4.52% | Reduce -11.6% | 127,883 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +3.1% | 122,027 | $5.8M |
| Fortis Group Advisors, LLC | 1.00% | Add +5.0% | 114,638 | $5.4M |
| Cibc World Market Inc. | 0.01% | Reduce -28.3% | 114,559 | $5.4M |
| D.A. Davidson & Co. | 0.04% | Add +18.5% | 111,267 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +7.9% | 109,694 | $5.2M |
| NTV Asset Management LLC | 0.68% | Add +3.4% | 107,995 | $5.1M |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.