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 |
| Allworth Financial LP | 0.03% | Add +312.2% | 107,637 | $5.1M |
| Lido Advisors, LLC | 0.04% | Add +20.8% | 107,119 | $5.0M |
| Citigroup Inc. | 0.00% | Add +5.0% | 106,935 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +75.3% | 105,167 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +3.2% | 104,415 | $4.9M |
| Herbst Group, LLC | 3.03% | Reduce -0.0% | 103,913 | $4.9M |
| Transcend Capital Advisors, LLC | 0.33% | Add +4.0% | 103,360 | $4.9M |
| Independent Financial Group, LLC | 0.17% | Reduce -12.0% | 98,634 | $4.6M |
| Regency Capital Management Inc.\DE | 2.54% | Add +173.7% | 98,179 | $4.6M |
| Southern Farm Bureau Life Insurance | 0.72% | No change | 97,825 | $4.6M |
| Comerica Bank | 0.02% | Add +0.3% | 96,543 | $4.6M |
| Eagle Strategies LLC | 0.82% | Reduce -15.9% | 96,334 | $4.5M |
| Trivium Point Advisory, LLC | 0.62% | Add +42.9% | 94,745 | $4.5M |
| Kingsview Wealth Management, LLC | 0.09% | Add +25.4% | 93,803 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -19.1% | 92,355 | $4.4M |
| RiverTree Advisors, LLC | 2.95% | Add +12.6% | 92,309 | $4.4M |
| CW Advisors, LLC | 0.06% | Reduce -7.9% | 92,062 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +15.8% | 90,620 | $4.3M |
| Congress Asset Management Co. | 0.03% | Reduce -9.6% | 90,118 | $4.2M |
| Cibc World Markets Corp. | 0.03% | Reduce -14.6% | 89,795 | $4.2M |
| White Pine Investment CO | 1.15% | Add +0.6% | 89,294 | $4.2M |
| LYNX Capital Group Ltd. | 2.66% | New | 87,008 | $4.1M |
| Continental Advisors LLC | 3.00% | No change | 86,223 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.2% | 84,694 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.0% | 82,108 | $3.9M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -9.5% | 79,851 | $3.8M |
| TKG Advisors, LLC | 1.85% | Add +4.9% | 79,551 | $3.7M |
| Apollon Wealth Management, LLC | 0.10% | Add +5.0% | 77,898 | $3.7M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +5.6% | 77,145 | $3.6M |
| Essex Financial Services, Inc. | 0.25% | Add +0.5% | 74,474 | $3.5M |
| Mills Wealth Advisors LLC | 2.38% | Add +15.2% | 73,404 | $3.5M |
| Integrated Advisors Network LLC | 0.16% | Reduce -14.3% | 71,539 | $3.4M |
| L & S Advisors Inc | 0.39% | New | 71,198 | $3.4M |
| Mariner, LLC | 0.01% | Reduce -35.8% | 70,804 | $3.3M |
| SMART Wealth LLC | 1.29% | Add +12.3% | 70,004 | $3.3M |
| Salem Investment Counselors Inc. | 0.10% | Add +1.4% | 67,982 | $3.2M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +12.7% | 65,412 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +3.4% | 64,404 | $3.0M |
| Greatmark Investment Partners, Inc. | 0.41% | Reduce -1.5% | 63,640 | $3.0M |
| G&S Capital LLC | 1.25% | Add +8.7% | 63,464 | $3.0M |
| Shepherd Kaplan Krochuk, LLC | 2.22% | Add +0.2% | 62,432 | $2.9M |
| Forte Asset Management LLC | 1.56% | Reduce -10.4% | 62,118 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.22% | Reduce -5.4% | 61,847 | $2.9M |
| Heartwood Wealth Advisors LLC | 0.32% | Add +2.1% | 61,255 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +15.3% | 60,852 | $2.9M |
| Global Retirement Partners, LLC | 0.09% | Reduce -5.6% | 60,735 | $2.9M |
| Berkeley Capital Partners, LLC | 0.82% | Reduce -1.1% | 60,700 | $2.9M |
| Intrinsic Edge Capital Management LLC | 0.35% | No change | 60,000 | $2.8M |
| Sculati Wealth Management, LLC | 1.12% | Add +0.0% | 59,443 | $2.8M |
| Mayflower Financial Advisors, LLC | 0.42% | Add +0.2% | 58,546 | $2.8M |
| Jackson Hole Capital Partners, LLC | 0.57% | Reduce -0.0% | 58,483 | $2.8M |
| Chicago Partners Investment Group LLC | 0.10% | Add +3.8% | 57,997 | $2.7M |
| Horizon Kinetics Asset Management LLC | 0.04% | Add +4.0% | 57,727 | $2.7M |
| Schechter Investment Advisors, LLC | 0.20% | Reduce -3.5% | 57,720 | $2.7M |
| SteelPeak Wealth, LLC | 0.12% | Add +299.2% | 57,207 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.34% | Reduce -0.5% | 56,997 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +2.9% | 56,975 | $2.7M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -1.5% | 56,703 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Reduce -26.9% | 55,884 | $2.6M |
| World Investment Advisors | 0.08% | Add +0.6% | 55,266 | $2.6M |
| Wilmington Savings Fund Society, FSB | 0.05% | New | 55,000 | $2.6M |
| Cypress Capital Management LLC (WY) | 2.79% | Add +0.8% | 54,734 | $2.6M |
| Allen Capital Group, LLC | 0.32% | Reduce -8.7% | 54,247 | $2.6M |
| Continuum Advisory, LLC | 0.33% | Add +66.2% | 53,726 | $2.5M |
| Mainstay Capital Management LLC | 0.43% | New | 53,901 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.5% | 53,840 | $2.5M |
| Tradewinds, LLC. | 0.77% | Add +19.8% | 53,281 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.1% | 53,214 | $2.5M |
| Lake Street Private Wealth, LLC | 0.40% | Add +1.4% | 53,144 | $2.5M |
| Cascade Financial Partners, LLC | 0.31% | Reduce -0.9% | 53,370 | $2.5M |
| Griffin Asset Management, Inc. | 0.27% | Add +6.5% | 50,939 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +70.6% | 50,346 | $2.4M |
| Bollard Group LLC | 0.06% | Add +2.0% | 50,047 | $2.4M |
| MGB Wealth Management, LLC | 0.84% | Add +1.0% | 48,694 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +18.8% | 48,388 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -12.6% | 48,351 | $2.3M |
| FFG Retirement Advisors LLC | 1.44% | Reduce -0.3% | 46,847 | $2.2M |
| Aprio Wealth Management, LLC | 0.35% | Add +23.4% | 46,432 | $2.2M |
| ArchPoint Investors | 0.73% | No change | 46,325 | $2.2M |
| Sageworth Trust Co | 0.13% | No change | 45,932 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | Add +123.2% | 45,452 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +6.2% | 45,016 | $2.1M |
| Hancock Whitney Corp. | 0.07% | Reduce -23.6% | 44,280 | $2.1M |
| WealthBridge Capital Management, LLC | 0.60% | Add +8.3% | 44,174 | $2.1M |
| Main Street Financial Solutions, LLC | 0.19% | Add +6.0% | 43,797 | $2.1M |
| Resonant Capital Advisors, LLC | 0.15% | Add +0.4% | 43,506 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +70.7% | 42,944 | $2.0M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -2.9% | 42,793 | $2.0M |
| Philadelphia Trust Co. | 0.15% | Reduce -3.6% | 42,529 | $2.0M |
| Activest Wealth Management | 0.62% | Reduce -1.2% | 42,451 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +158.0% | 41,609 | $2.0M |
| Barry Investment Advisors, LLC | 0.59% | Add +0.5% | 40,755 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +28.0% | 40,614 | $1.9M |
| Glaxis Capital Management, LLC | 7.36% | Add +166.7% | 40,000 | $1.9M |
| First Merchants Corp. | 0.07% | Add +104.8% | 39,087 | $1.8M |
| Palouse Capital Management, Inc. | 1.16% | Reduce -2.0% | 39,079 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +5.8% | 39,024 | $1.8M |
| Hilltop Holdings Inc. | 0.12% | Reduce -6.5% | 38,744 | $1.8M |
| Balefire, LLC | 0.62% | Reduce -1.5% | 38,670 | $1.8M |
| Sierra Capital LLC | 0.22% | Reduce -23.0% | 38,500 | $1.8M |
| Brighton Jones LLC | 0.07% | Reduce -16.5% | 37,501 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +14.8% | 37,464 | $1.8M |
| Focus Partners Wealth | 0.01% | Reduce -50.4% | 37,364 | $1.8M |
| Fiduciary Trust Co | 0.02% | Add +33.8% | 37,020 | $1.7M |
| Quantinno Capital Management LP | 0.02% | New | 36,675 | $1.7M |
| Easterly Investment Partners LLC | 0.14% | No change | 36,618 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -21.3% | 36,613 | $1.7M |
| Samalin Investment Counsel, LLC | 0.75% | Add +48.5% | 36,608 | $1.7M |
| Founders Financial Securities LLC | 0.16% | Reduce -3.3% | 36,533 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.0% | 36,012 | $1.7M |
| Renaissance Technologies | 0.00% | Add +632.6% | 35,900 | $1.7M |
| Fortis Advisors, LLC | 1.10% | Add +2.1% | 35,844 | $1.7M |
| Aviance Capital Partners, LLC | 0.22% | Add +0.5% | 35,263 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Add +2.5% | 34,927 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Reduce -19.8% | 34,380 | $1.6M |
| Primoris Wealth Advisors, LLC | 1.18% | Reduce -17.0% | 34,305 | $1.6M |
| Patten & Patten Inc. | 0.11% | Add +1.5% | 33,990 | $1.6M |
| AXS Investments LLC | 0.43% | Reduce -21.8% | 33,700 | $1.6M |
| Providence First Trust Co | 0.67% | No change | 33,671 | $1.6M |
| FMR LLC | 0.00% | Add +22.7% | 32,848 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +16.8% | 32,636 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.46% | Add +99.2% | 32,328 | $1.5M |
| Blueprint Investment Partners LLC | 0.28% | Reduce -0.9% | 32,224 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +181.9% | 31,571 | $1.5M |
| HCR Wealth Advisors | 0.20% | Add +4.2% | 31,870 | $1.5M |
| HFG Wealth Management, LLC | 0.95% | No change | 31,031 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -9.8% | 31,584 | $1.5M |
| Oxbow Advisors, LLC | 0.15% | Add +46.5% | 31,391 | $1.5M |
| Nvwm, LLC | 0.37% | Add +0.2% | 30,740 | $1.4M |
| Southport Management, L.L.C. | 5.35% | No change | 30,500 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -18.6% | 30,045 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +7.2% | 29,615 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -2.5% | 29,461 | $1.4M |
| Moran Wealth Management, LLC | 0.04% | Reduce -2.7% | 29,363 | $1.4M |
| Aurora Private Wealth, Inc. | 1.08% | Add +0.1% | 29,302 | $1.4M |
| Wakefield Asset Management LLLP | 0.45% | Add +1.4% | 29,297 | $1.4M |
| Arkos Global Advisors | 0.20% | No change | 28,910 | $1.4M |
| Smart Portfolios, LLC | 1.37% | Reduce -12.5% | 28,416 | $1.3M |
| Citadel Advisors | 0.00% | Add +1051.0% | 28,279 | $1.3M |
| ORG Partners LLC | 0.21% | Add +320.3% | 28,099 | $1.3M |
| TCFG Wealth Management, LLC | 0.66% | — | 27,853 | $1.3M |
| Granite Group Advisors, LLC | 0.84% | Add +0.1% | 27,729 | $1.3M |
| Westside Investment Management, Inc. | 0.28% | Add +3.4% | 27,673 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +2.7% | 27,562 | $1.3M |
| Pure Financial Advisors, LLC | 0.03% | Add +1.1% | 27,557 | $1.3M |
| Dearborn Partners LLC | 0.05% | Reduce -0.7% | 27,460 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.2% | 27,448 | $1.3M |
| Quartz Partners, LLC | 0.80% | — | 26,950 | $1.3M |
| Americana Partners, LLC | 0.09% | Reduce -1.1% | 26,715 | $1.3M |
| &partners | 0.02% | Add +363.2% | 26,244 | $1.2M |
| First PREMIER Bank | 0.31% | No change | 26,222 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -0.0% | 25,916 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.4% | 25,214 | $1.2M |
| Private Trust Co. NA | 0.12% | Reduce -18.8% | 25,027 | $1.2M |
| Lavaca Capital LLC | 0.56% | No change | 25,000 | $1.2M |
| Saxon Interests, Inc. | 0.53% | Add +1.5% | 24,887 | $1.2M |
| Pointe Capital Management LLC | 0.68% | Add +2.1% | 24,596 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Reduce -64.3% | 24,498 | $1.2M |
| GoalVest Advisory LLC | 0.33% | Add +8.5% | 24,443 | $1.2M |
| Wolverine Trading, LLC | 0.03% | New | 24,385 | $1.1M |
| Clare Market Investments LLC | 0.30% | Reduce -65.6% | 24,048 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.14% | Add +29.4% | 23,722 | $1.1M |
| CPA Asset Management Group, LLC | 0.54% | No change | 23,585 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +14.2% | 23,437 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.9% | 22,990 | $1.1M |
| Strategy Asset Managers LLC | 0.21% | Add +34.5% | 22,969 | $1.1M |
| Beirne Wealth Consulting Services, LLC | 0.38% | Reduce -9.0% | 22,718 | $1.1M |
| Powell Investment Advisors, LLC | 0.49% | Add +0.2% | 22,405 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +7.9% | 22,369 | $1.1M |
| Whalen Wealth Management Inc. | 0.74% | Reduce -4.2% | 22,169 | $1.0M |
| First Commonwealth Financial Corp | 0.25% | No change | 21,748 | $1.0M |
| Sterling Investment Management, LLC | 0.77% | Reduce -7.3% | 21,622 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | Reduce -5.1% | 21,536 | $1.0M |
| Tyler-Stone Wealth Management | 0.19% | Add +103.5% | 21,442 | $1.0M |
| Islay Capital Management, LLC | 0.68% | No change | 21,397 | $1.0M |
| Marble Harbor Investment Counsel, LLC | 0.11% | Add +32.3% | 21,300 | $1.0M |
| Flaharty Asset Management, LLC | 0.14% | Reduce -41.6% | 21,100 | $994K |
| Boyce & Associates Wealth Consulting, Inc. | 1.02% | Add +5.1% | 20,924 | $986K |
| Lanark Financial, Inc. | 0.08% | Add +1.7% | 20,872 | $983K |
| Indie Asset Partners, LLC | 0.73% | No change | 20,775 | $979K |
| Oak Family Advisors, LLC | 0.35% | Add +9.5% | 20,355 | $959K |
| Stamos Capital Partners, L.P. | 0.23% | Reduce -8.7% | 20,290 | $956K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -5.3% | 20,144 | $949K |
| J. Safra Sarasin Holding AG | 0.02% | No change | 20,000 | $943K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.1% | 19,779 | $932K |
| BBR Partners, LLC | 0.07% | No change | 19,739 | $930K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -28.3% | 19,696 | $929K |
| GAMCO Investors | 0.01% | Reduce -1.2% | 19,680 | $928K |
| Farther Finance Advisors, LLC | 0.03% | Add +532.8% | 19,668 | $927K |
| Perissos Private Wealth Management, LLC | 0.73% | Add +17.0% | 19,181 | $904K |
| Krilogy Financial LLC | 0.06% | Reduce -1.6% | 19,132 | $902K |
| Level Four Advisory Services, LLC | 0.04% | Add +8.0% | 19,345 | $900K |
| Highland Capital Management, LLC | 0.05% | Reduce -0.0% | 18,793 | $886K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -1.2% | 18,753 | $884K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.2% | 18,656 | $879K |
| Faithward Advisors, LLC | 0.15% | Add +29.6% | 18,559 | $875K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.9% | 18,366 | $866K |
| McGowan Group Asset Management, Inc. | 0.11% | Add +0.0% | 18,146 | $855K |
| Graypoint LLC | 0.05% | Add +6.3% | 18,020 | $849K |
| OneDigital Investment Advisors LLC | 0.01% | Add +36.2% | 17,986 | $848K |
| PFG Investments, LLC | 0.05% | Add +91.0% | 17,947 | $846K |
| McDonald Partners LLC | 0.21% | Add +0.8% | 17,808 | $839K |
| Brown Advisory Inc. | 0.00% | Reduce -3.3% | 17,788 | $838K |
| Fiducient Advisors LLC | 0.10% | Add +76.5% | 17,677 | $833K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +289.8% | 17,643 | $832K |
| Auour Investments LLC | 0.30% | Reduce -9.0% | 17,699 | $829K |
| Provenance Wealth Advisors, LLC | 0.10% | Reduce -0.3% | 17,483 | $824K |
| Raab & Moskowitz Asset Management LLC | 0.20% | Reduce -1.1% | 17,074 | $805K |
| Sunbelt Securities, Inc. | 0.08% | Add +13.3% | 17,063 | $804K |
| Independent Advisor Alliance | 0.03% | Add +35.0% | 16,958 | $799K |
| Trilogy Capital Inc. | 0.04% | No change | 16,665 | $785K |
| FWG Holdings, LLC | 0.39% | Reduce -0.7% | 16,789 | $783K |
| Wealthfront Advisers LLC | 0.00% | Add +71.0% | 16,562 | $781K |
| Smithbridge Asset Management Inc. | 0.13% | No change | 16,540 | $780K |
| Waldron Private Wealth LLC | 0.03% | Reduce -0.9% | 16,412 | $773K |
| Jane Street Group, LLC | 0.00% | New | 16,396 | $773K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +1.7% | 16,219 | $764K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -2.5% | 16,078 | $758K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.6% | 16,027 | $755K |
| Titleist Asset Management, LLC | 0.11% | Add +32.6% | 15,967 | $753K |
| Vigilare Wealth Management | 0.30% | Reduce -10.9% | 15,871 | $748K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -31.8% | 15,846 | $747K |
| Investment House LLC | 0.04% | New | 15,774 | $743K |
| Retirement Financial Solutions, LLC | 0.32% | Add +1.2% | 15,701 | $740K |
| Gould Asset Management LLC | 0.16% | Reduce -1.0% | 15,693 | $740K |
| Covenant Asset Management, LLC | 0.16% | Add +0.4% | 15,627 | $737K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +29.0% | 15,539 | $732K |
| Mutual Advisors, LLC | 0.02% | Add +54.0% | 15,583 | $731K |
| Keebeck Wealth Management | 0.11% | No change | 15,500 | $731K |
| Cresset Asset Management, LLC | 0.00% | Add +1.9% | 15,317 | $722K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +1.0% | 15,290 | $721K |
| Compound Planning, Inc. | 0.04% | Add +9.4% | 15,150 | $714K |
| Mainsail Asset Management, LLC | 0.53% | No change | 15,136 | $713K |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +3.4% | 15,086 | $711K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +246.1% | 15,069 | $710K |
| Endowment Wealth Management, Inc. | 0.47% | Add +4.1% | 15,049 | $709K |
| Sowell Financial Services LLC | 0.03% | Add +0.9% | 15,037 | $709K |
| Smith, Moore & Co. | 0.07% | Add +30.0% | 14,957 | $705K |
| Jeppson Wealth Management, LLC | 0.25% | Add +0.0% | 14,854 | $700K |
| Bramshill Investments, LLC | 0.08% | Reduce -70.0% | 14,814 | $698K |
| Engineers Gate Manager LP | 0.01% | Reduce -63.8% | 14,750 | $695K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.2% | 14,745 | $695K |
| Edge Wealth Management LLC | 0.14% | Add +137.6% | 14,716 | $694K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -50.0% | 14,412 | $679K |
| Bank of Montreal | 0.00% | Add +31.6% | 14,360 | $675K |
| MBA Advisors LLC | 0.32% | Reduce -3.9% | 14,300 | $674K |
| Harbour Investments, Inc. | 0.02% | Add +9.9% | 14,007 | $660K |
| DDFG, Inc | 0.19% | Add +0.8% | 13,919 | $656K |
| Argent Advisors, Inc. | 0.24% | No change | 13,865 | $653K |
| Operose Advisors LLC | 0.21% | Add +2.9% | 13,653 | $643K |
| Northern Trust Corp. | 0.00% | Add +4.8% | 13,575 | $640K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.4% | 13,569 | $640K |
| FF Advisors,LLC | 0.41% | No change | 13,300 | $634K |
| Miller Investment Management, LP | 0.07% | Reduce -38.3% | 13,356 | $629K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -16.1% | 13,334 | $628K |
| Focus Financial Network, Inc. | 0.03% | Add +7.2% | 13,333 | $628K |
| Belpointe Asset Management LLC | 0.04% | Add +58.1% | 13,216 | $623K |
| LMCG Investments, LLC | 0.04% | Add +6.9% | 13,154 | $620K |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -1.5% | 13,103 | $618K |
| Evexia Wealth LLC | 0.22% | Add +18.5% | 12,902 | $615K |
| Pinion Investment Advisors, LLC | 0.25% | Add +15.6% | 12,881 | $607K |
| Wealth Effects LLC | 0.21% | Add +2.5% | 12,855 | $606K |
| Summit Financial, LLC | 0.02% | Add +10.2% | 12,822 | $604K |
| Hamilton Wealth, LLC | 0.15% | Add +1.1% | 12,633 | $595K |
| LaSalle St. Investment Advisors, LLC | 0.23% | New | 12,604 | $594K |
| Jefferies Financial Group Inc. | 0.01% | No change | 12,521 | $590K |
| Cwm, LLC | 0.00% | Add +1.6% | 12,425 | $586K |
| Walker Asset Management, LLC | 0.36% | Add +0.5% | 12,396 | $584K |
| Provident Wealth Management, LLC | 0.19% | Reduce -34.7% | 12,034 | $567K |
| Lake Street Advisors Group, LLC | 0.03% | No change | 12,000 | $566K |
| Burke & Herbert Bank & Trust Co. | 0.13% | Reduce -18.9% | 11,835 | $558K |
| Novak & Powell Financial Services, Inc. | 0.32% | Add +1.9% | 11,759 | $554K |
| Sfmg, LLC | 0.04% | No change | 11,750 | $554K |
| Bokf, NA | 0.01% | Reduce -25.7% | 11,445 | $543K |
| Wealth Advisory Solutions, LLC | 0.15% | Reduce -30.3% | 11,500 | $542K |
| Northwest Wealth Management, LLC | 0.13% | Reduce -0.7% | 11,474 | $541K |
| Anthracite Investment Company, Inc. | 0.25% | Reduce -82.5% | 11,240 | $530K |
| Venture Visionary Partners LLC | 0.02% | Add +7.3% | 11,158 | $526K |
| Ballew Advisors, Inc | 0.35% | Add +10.7% | 11,047 | $524K |
| WealthTrust Axiom LLC | 0.15% | Add +0.2% | 11,090 | $523K |
| Stonegate Investment Group, LLC | 0.01% | No change | 11,037 | $520K |
| CSS LLC | 0.09% | Reduce -53.8% | 11,030 | $520K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -59.0% | 10,945 | $516K |
| Zacks Investment Management | 0.00% | No change | 10,941 | $516K |
| Fort Point Capital Partners LLC | 0.06% | No change | 10,868 | $512K |
| BluePointe Capital Management, LLC | 0.33% | No change | 10,860 | $512K |
| Kercheville Advisors, LLC | 0.22% | Add +8.3% | 10,825 | $510K |
| Empire Financial Management Company, LLC | 0.16% | No change | 10,800 | $509K |
| MAI Capital Management | 0.00% | Add +0.5% | 10,759 | $507K |
| Ulland Investment Advisors, LLC | 0.38% | Add +8.5% | 10,730 | $506K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -70.5% | 10,640 | $501K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +56.8% | 10,618 | $500K |
| IHT Wealth Management, LLC | 0.01% | Add +61.1% | 10,573 | $499K |
| Anchor Investment Management, LLC | 0.05% | Add +0.5% | 10,573 | $498K |
| Mach-1 Financial Group, LLC | 0.30% | Add +2.4% | 10,487 | $494K |
| Segment Wealth Management, LLC | 0.03% | No change | 10,375 | $489K |
| Fiduciary Group, LLC | 0.05% | Add +2.0% | 10,350 | $488K |
| Kovack Advisors, Inc. | 0.05% | Reduce -1.1% | 10,163 | $479K |
| Florida Trust Wealth Management Co | 0.02% | New | 10,000 | $471K |
| Securian Asset Management, Inc. | 0.01% | No change | 10,000 | $471K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -76.2% | 9,984 | $471K |
| Ieq Capital, LLC | 0.01% | Add +78.2% | 9,969 | $470K |
| NewEdge Wealth, LLC | 0.01% | Reduce -11.5% | 9,795 | $462K |
| Quantum Portfolio Management LLC | 0.25% | Reduce -29.1% | 9,780 | $461K |
| Avior Wealth Management, LLC | 0.02% | Add +0.5% | 9,775 | $461K |
| Wbi Investments, LLC | 0.11% | Add +29.5% | 9,762 | $460K |
| Smithfield Trust Co | 0.02% | Add +1.6% | 9,729 | $458K |
| Teamwork Financial Advisors, LLC | 0.06% | Add +89.3% | 9,599 | $452K |
| Aspen Grove Capital, LLC | 0.10% | No change | 9,590 | $452K |
| Windsor Advisory Group, LLC | 0.51% | No change | 9,500 | $448K |
| Good Life Advisors, LLC | 0.03% | Reduce -23.1% | 9,448 | $445K |
| Steel Grove Capital Advisors, LLC | 0.06% | Add +0.0% | 9,374 | $440K |
| Howard Wealth Management, LLC | 0.26% | Add +20.7% | 9,337 | $440K |
| RFG Advisory, LLC | 0.01% | Add +1.3% | 9,329 | $440K |
| Capital Asset Advisory Services LLC | 0.02% | Add +8.7% | 9,265 | $436K |
| Visionary Wealth Advisors | 0.03% | Add +1.5% | 9,223 | $435K |
| Wedbush Securities Inc. | 0.02% | Add +20.7% | 9,193 | $433K |
| Opal Wealth Advisors, LLC | 0.14% | Add +2.7% | 9,167 | $432K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $422K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.7% | 8,887 | $419K |
| 9258 Wealth Management, LLC | 0.06% | Add +0.4% | 8,886 | $419K |
| Prepared Retirement Institute LLC | 0.25% | Reduce -24.6% | 8,842 | $417K |
| CIBC Private Wealth Group LLC | 0.00% | Add +36.7% | 8,793 | $414K |
| Invst, LLC | 0.05% | Reduce -3.4% | 8,728 | $411K |
| Regions Financial Corp. | 0.00% | Reduce -1.9% | 8,674 | $409K |
| TRUE Private Wealth Advisors | 0.05% | Add +1.3% | 8,650 | $408K |
| Courier Capital LLC | 0.03% | Reduce -2.3% | 8,579 | $404K |
| WMG Financial Advisors, LLC | 0.18% | Add +18.3% | 8,525 | $402K |
| Dividend Assets Capital, LLC | 0.08% | Reduce -1.3% | 8,525 | $402K |
| EPIQ Capital Group, LLC | 0.11% | New | 8,294 | $391K |
| RFP Financial Group LLC | 0.13% | No change | 8,289 | $391K |
| Bard Associates Inc. | 0.13% | New | 8,223 | $388K |
| Atlas Capital Advisors Inc. | 0.06% | No change | 8,141 | $384K |
| Global Trust Asset Management, LLC | 0.14% | Add +14.2% | 8,130 | $383K |
| Pingora Partners LLC | 0.27% | Reduce -1.0% | 8,048 | $379K |
| Greystone Financial Group, LLC | 0.07% | Add +6.4% | 8,039 | $379K |
| Allred Capital Management, LLC | 0.15% | Add +7.6% | 7,906 | $373K |
| Retirement Planning Group, LLC | 0.02% | Add +2.9% | 7,830 | $369K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +4.6% | 7,802 | $368K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +17.2% | 7,752 | $365K |
| HB Wealth Management, LLC | 0.00% | Add +24.7% | 7,585 | $357K |
| Castle Rock Wealth Management, LLC | 0.09% | No change | 7,483 | $357K |
| Childress Capital Advisors, LLC | 0.10% | Reduce -11.8% | 7,500 | $353K |
| Keystone Financial Group | 0.05% | New | 7,476 | $352K |
| TD Private Client Wealth LLC | 0.01% | Add +25.0% | 7,468 | $352K |
| Gentry Private Wealth, LLC | 0.29% | Reduce -1.0% | 7,437 | $351K |
| Register Financial Advisors LLC | 0.18% | Add +20.0% | 7,434 | $350K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -5.3% | 7,357 | $347K |
| Arkadios Wealth Advisors | 0.02% | Add +66.5% | 7,341 | $346K |
| Chickasaw Capital Management LLC | 0.01% | Add +56.6% | 7,330 | $345K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +59.2% | 7,211 | $344K |
| Keybank National Association | 0.00% | Reduce -2.3% | 7,291 | $344K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 7,267 | $342K |
| L.M. Kohn & Company | 0.09% | New | 7,233 | $341K |
| Glenmede Trust Co. NA | 0.00% | New | 7,100 | $335K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +16.5% | 7,055 | $333K |
| Investment Planning Advisors, Inc. | 0.17% | No change | 6,891 | $331K |
| Summit Investment Advisory Services, LLC | 0.17% | New | 6,957 | $328K |
| United Asset Strategies, Inc. | 0.03% | New | 6,812 | $321K |
| Independent Wealth Network Inc. | 0.14% | Add +1.6% | 6,808 | $321K |
| Moseley Investment Management Inc. | 0.13% | Add +20.8% | 6,787 | $320K |
| First Foundation Advisors | 0.01% | Reduce -15.5% | 6,700 | $316K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 6,411 | $302K |
| First Trust Direct Indexing L.P. | 0.02% | No change | 6,318 | $298K |
| Pinnacle Associates Ltd. | 0.01% | Add +27.2% | 6,977 | $297K |
| Lazari Capital Management, Inc. | 0.13% | No change | 6,280 | $296K |
| Marshall Financial Group, LLC | 0.07% | New | 6,236 | $294K |
| Csenge Advisory Group | 0.02% | New | 6,152 | $293K |
| FFT Wealth Management LLC | 0.02% | No change | 6,211 | $293K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -1.4% | 6,205 | $292K |
| Noesis Capital Mangement Corp. | 0.06% | Add +14.8% | 6,200 | $292K |
| BlackRock, Inc. | 0.00% | — | 6,123 | $289K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 6,100 | $287K |
| Cypress Wealth Services, LLC | 0.06% | Add +3.7% | 6,021 | $284K |
| Ethos Financial Group, LLC | 0.05% | No change | 6,000 | $283K |
| Fernwood Investment Management, LLC | 0.09% | No change | 5,953 | $281K |
| Trustmark Bank Trust Department | 0.02% | Add +4.6% | 5,864 | $276K |
| Buckhead Capital Management LLC | 0.09% | Add +1.7% | 5,851 | $276K |
| Bessemer Group Inc. | 0.00% | No change | 5,795 | $273K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +6.2% | 5,784 | $273K |
| NorthStar Asset Management LLC | 0.18% | Add +1.9% | 5,777 | $272K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | No change | 5,750 | $269K |
| Mattern Wealth Management LLC | 0.06% | No change | 5,700 | $269K |
| Bogart Wealth, LLC | 0.01% | No change | 5,683 | $268K |
| Larson Financial Group LLC | 0.02% | No change | 5,637 | $266K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.8% | 5,636 | $266K |
| EPG Wealth Management LLC | 0.07% | Add +0.0% | 5,607 | $264K |
| Spire Wealth Management | 0.01% | Add +14.5% | 5,582 | $263K |
| Edge Capital Group, LLC | 0.01% | No change | 5,572 | $263K |
| Vident Advisory, LLC | 0.01% | New | 5,562 | $262K |
| LVW Advisors, LLC | 0.03% | Reduce -24.5% | 5,555 | $262K |
| MPS Loria Financial Planners, LLC | 0.08% | Add +0.0% | 5,515 | $260K |
| Wesbanco Bank Inc. | 0.01% | Add +8.9% | 5,506 | $260K |
| Keudell/Morrison Wealth Management | 0.07% | No change | 5,432 | $256K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +1.8% | 5,428 | $256K |
| RDA Financial Network | 0.08% | Reduce -6.4% | 5,312 | $250K |
| Wellington Shields Capital Management, LLC | 0.04% | Add +15.9% | 5,245 | $247K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.7% | 5,262 | $247K |
| Castleview Partners, LLC | 0.14% | Add +65.6% | 5,231 | $247K |
| Verus Capital Partners, LLC | 0.02% | Add +0.2% | 5,073 | $239K |
| Bank of New York Mellon Corp | 0.00% | Reduce -30.4% | 5,068 | $239K |
| Long Run Wealth Advisors, LLC | 0.06% | Add +1.7% | 5,067 | $239K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 5,035 | $237K |
| Mayfair Advisory Group, LLC | 0.15% | No change | 4,973 | $237K |
| Clear Creek Financial Management, LLC | 0.03% | Add +0.2% | 5,002 | $236K |
| Southland Equity Partners LLC | 0.06% | Add +17.0% | 4,975 | $234K |
| Moors & Cabot, Inc. | 0.01% | Reduce -53.2% | 4,931 | $232K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 4,923 | $232K |
| Private Capital Management LLC | 0.04% | Add +9.1% | 4,920 | $232K |
| Formidable Asset Management, LLC | 0.04% | Add +10.2% | 4,885 | $230K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 4,875 | $230K |
| Lindbrook Capital, LLC | 0.02% | No change | 4,865 | $229K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.4% | 4,862 | $229K |
| Atria Investments, Inc | 0.00% | Reduce -1.7% | 4,749 | $224K |
| Stableford Capital II LLC | 0.09% | Reduce -5.4% | 4,682 | $223K |
| Clarity Financial LLC | 0.03% | New | 4,737 | $223K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 4,720 | $222K |
| Legacy Wealth Management, LLC / MS | 0.08% | New | 4,715 | $222K |
| Intellectus Partners, LLC | 0.06% | Add +1.0% | 4,690 | $221K |
| Richard C. Young & CO., LTD. | 0.02% | No change | 4,655 | $221K |
| Mgo One Seven LLC | 0.01% | Reduce -2.0% | 4,680 | $221K |
| Ascentis Independent Advisors | 0.03% | New | 4,670 | $220K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +2.3% | 4,658 | $220K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 4,650 | $219K |
| Parallel Advisors, LLC | 0.01% | Add +63.0% | 4,610 | $217K |
| Lauer Wealth, LLC | 0.17% | No change | 4,553 | $214K |
| Greenwood Capital Associates LLC | 0.03% | Add +3.4% | 4,516 | $213K |
| Lyell Wealth Management, LP | 0.02% | No change | 4,500 | $212K |
| Institute for Wealth Management, LLC. | 0.03% | Add +0.0% | 4,456 | $210K |
| Sax Wealth Advisors, LLC | 0.02% | New | 4,393 | $207K |
| Private Advisory Group LLC | 0.03% | New | 4,372 | $206K |
| Alpha Cubed Investments, LLC | 0.01% | New | 4,317 | $203K |
| Objective Capital Management, LLC | 0.12% | — | 4,281 | $202K |
| Palisades Hudson Asset Management, L.P. | 0.08% | New | 4,247 | $200K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -2.7% | 3,923 | $185K |
| Icon Wealth Advisors, LLC | 0.02% | Add +4.5% | 3,848 | $181K |
| NFSG Corp | 0.06% | Reduce -16.1% | 3,835 | $181K |
| Gryphon Financial Partners LLC | 0.02% | New | 3,559 | $168K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.6% | 3,461 | $163K |
| TD Waterhouse Canada Inc. | 0.00% | Add +24.0% | 3,407 | $161K |
| Headlands Technologies LLC | 0.02% | New | 3,410 | $161K |
| Walleye Trading LLC | 0.00% | Reduce -33.4% | 3,304 | $156K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,150 | $148K |
| Fifth Third Bancorp | 0.00% | No change | 3,145 | $148K |
| Montag A & Associates Inc. | 0.01% | Add +60.6% | 3,137 | $148K |
| Wellington Shields & Co., LLC | 0.04% | Reduce -3.2% | 3,020 | $142K |
| Rye Brook Capital LLC | 0.20% | No change | 3,000 | $141K |
| Arlington Trust Co LLC | 0.03% | No change | 2,957 | $139K |
| Whittier Trust Co. | 0.00% | Add +1.9% | 2,898 | $137K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 2,831 | $133K |
| Hilltop National Bank | 0.04% | No change | 2,800 | $132K |
| Hara Capital LLC | 0.08% | New | 2,740 | $129K |
| Elevation Wealth Partners, LLC | 0.04% | Add +2.1% | 2,225 | $105K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 2,206 | $104K |
| PSI Advisors, LLC | 0.03% | Reduce -29.3% | 2,195 | $103K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 11,948 | $102K |
| CENTRAL TRUST Co | 0.00% | No change | 2,144 | $101K |
| Mb, Levis & Associates, LLC | 0.05% | New | 2,021 | $95K |
| Princeton Global Asset Management LLC | 0.02% | Add +48.1% | 2,000 | $94K |
| Zions Bancorporation, N.A. | 0.01% | No change | 2,000 | $94K |
| Atticus Wealth Management, LLC | 0.03% | Add +0.5% | 1,957 | $92K |
| Albion Financial Group | 0.01% | No change | 1,940 | $91K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +1.0% | 1,877 | $88K |
| Eastern Bank | 0.00% | New | 1,720 | $81K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.4% | 1,687 | $80K |
| Ancora Advisors LLC | 0.00% | Reduce -6.3% | 1,575 | $74K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 1,546 | $73K |
| Rosenberg Matthew Hamilton | 0.02% | Add +803.5% | 1,545 | $73K |
| Colonial Trust Advisors | 0.01% | No change | 1,495 | $70K |
| Hexagon Capital Partners LLC | 0.01% | Add +1.9% | 1,446 | $68K |
| Summer Road LLC | 0.05% | Add +108.4% | 1,442 | $68K |
| Eagle Bay Advisors LLC | 0.03% | Add +2.1% | 1,410 | $66K |
| Advisors Asset Management, Inc. | 0.00% | New | 1,373 | $65K |
| Sandy Spring Bank | 0.00% | No change | 1,346 | $63K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $59K |
| CoreCap Advisors, LLC | 0.00% | Reduce -81.1% | 1,242 | $59K |
| Friedenthal Financial | 0.03% | Reduce -3.5% | 1,241 | $58K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,120 | $53K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -4.4% | 1,087 | $51K |
| Optimum Investment Advisors | 0.02% | Reduce -28.6% | 1,000 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.5% | 903 | $43K |
| Ascentis Wealth Management, LLC | 0.02% | — | 869 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 858 | $40K |
| First United Bank & Trust | 0.01% | No change | 834 | $39K |
| Founders Capital Management | 0.02% | No change | 808 | $38K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $37K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 760 | $36K |
| McIlrath & Eck, LLC | 0.00% | Add +21.7% | 729 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $32K |
| Geneos Wealth Management Inc. | 0.00% | No change | 605 | $29K |
| Red Tortoise LLC | 0.01% | No change | 600 | $28K |
| GS Investments, Inc. | 0.01% | No change | 600 | $28K |
| Ashton Thomas Securities, LLC | 0.01% | New | 595 | $28K |
| Archer Investment Corp | 0.01% | No change | 543 | $26K |
| Heck Capital Advisors, LLC | 0.00% | Add +31.6% | 525 | $25K |
| City Holding Co. | 0.00% | No change | 500 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 471 | $22K |
| Sound Income Strategies, LLC | 0.00% | Reduce -47.6% | 454 | $21K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.1% | 441 | $21K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 431 | $20K |
| 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 |
| Maryland Capital Advisors Inc. | 0.01% | New | 396 | $19K |
| Parkside Financial Bank & Trust | 0.00% | New | 395 | $19K |
| Safe Harbor Fiduciary, LLC | 0.02% | — | 387 | $18K |
| M&R Capital Management Inc. | 0.00% | No change | 373 | $18K |
| CGC Financial Services, LLC | 0.01% | Add +6.8% | 347 | $16K |
| Macroview Investment Management LLC | 0.02% | Add +2.1% | 340 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -36.2% | 326 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +418.3% | 311 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | Add +8.9% | 280 | $13K |
| Wiser Advisor Group LLC | 0.02% | Add +1.9% | 266 | $13K |
| FSA Wealth Management LLC | 0.00% | — | 260 | $12K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 245 | $12K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 245 | $11K |
| Country Trust Bank | 0.00% | No change | 220 | $10K |
| Beacon Capital Management, LLC | 0.00% | New | 206 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 206 | $10K |
| WFA of San Diego, LLC | 0.01% | No change | 200 | $9K |
| 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 +2.2% | 188 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 171 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 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% | No change | 150 | $7K |
| Avion Wealth | 0.00% | No change | 168 | $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 |
| Steph & Co. | 0.00% | New | 126 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 125 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Johnson Financial Group, Inc. | 0.00% | Add +13.1% | 112 | $5K |
| Planning Capital Management Corp | 0.00% | No change | 110 | $5K |
| Abound Wealth Management | 0.00% | Add +1.9% | 108 | $5K |
| Oarsman Capital, Inc. | 0.00% | New | 105 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 62 | $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% | No change | 50 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 44 | $2K |
| Reston Wealth Management LLC | 0.00% | New | 27 | $1K |
| LGT Financial Advisors LLC | 0.00% | Reduce -98.9% | 25 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $849 |
| Assetmark, Inc. | 0.00% | Reduce -100.0% | 18 | $848 |
| Creekmur Asset Management LLC | 0.00% | Reduce -95.5% | 5 | $222 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.