Alerian MLP ETFAMLPETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 719 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 68 from Q3 2024. 63 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($683.5M), Bank of America Corp. ($396.6M) and Goldman Sachs Group Inc. ($352.4M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q4 2024)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $71.6M |
| Exits | 35 | $149.9M |
All 13F filers, Q3 2024 → Q4 2024: 10,830,611 shares bought and 5,966,084 shares sold, net +4,864,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 719 holders
| Morgan Stanley | 0.05% | Add +15.4% | 14,191,497 | $683.5M |
| Bank of America Corp. | 0.04% | Add +16.3% | 8,235,482 | $396.6M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -5.2% | 7,317,491 | $352.4M |
| Wells Fargo & Company | 0.07% | Add +19.4% | 6,299,345 | $303.4M |
| LPL Financial LLC | 0.05% | Add +16.7% | 2,801,023 | $134.9M |
| UBS Group AG | 0.03% | Add +6.8% | 2,774,382 | $133.6M |
| Allen Investment Management, LLC | 1.30% | Add +26.8% | 2,339,907 | $112.7M |
| Creative Planning | 0.11% | Reduce -1.5% | 2,298,672 | $110.7M |
| Raymond James Financial Inc. | 0.04% | — | 2,162,200 | $104.1M |
| Royal Bank of Canada | 0.02% | Add +5.5% | 1,813,608 | $87.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -39.9% | 1,413,640 | $68.1M |
| Ameriprise Financial Inc. | 0.02% | Add +9.5% | 1,369,120 | $65.9M |
| Rational Advisors, Inc. | 5.45% | Reduce -10.6% | 1,116,290 | $53.8M |
| Stifel Financial Corp. | 0.05% | Add +1.9% | 1,091,861 | $52.6M |
| Stephens Inc. | 0.73% | Add +9.7% | 1,079,417 | $52.0M |
| Naviter Wealth, LLC | 6.23% | Add +22.3% | 1,072,407 | $51.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -7.7% | 942,736 | $45.4M |
| HighTower Advisors, LLC | 0.06% | Add +8.1% | 942,501 | $45.4M |
| Tiaa Trust, National Association | 0.13% | Add +5.5% | 911,727 | $43.8M |
| Deutsche Bank AG | 0.01% | No change | 705,545 | $34.0M |
| Osaic Holdings, Inc. | 0.07% | Add +3.5% | 675,619 | $32.5M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.6% | 674,956 | $32.5M |
| EP Wealth Advisors, LLC | 0.21% | Add +2.3% | 523,378 | $25.2M |
| School Employees Retirement Board of Ohio | 12.69% | Add +63.1% | 506,822 | $24.4M |
| Blair William & Co. | 0.07% | Add +2.2% | 504,193 | $24.3M |
| Choreo, LLC | 0.35% | Reduce -0.1% | 500,214 | $24.1M |
| D. E. Shaw & Co. | 0.03% | Add +1482.0% | 499,667 | $24.1M |
| Captrust Financial Advisors | 0.06% | Add +0.2% | 448,464 | $21.6M |
| Proficio Capital Partners LLC | 1.70% | Add +7.9% | 434,649 | $20.9M |
| NewEdge Advisors, LLC | 0.12% | Add +6.2% | 406,273 | $19.6M |
| Maryland State Retirement & Pension System | 0.41% | No change | 399,453 | $19.2M |
| First American Trust, FSB | 1.89% | Reduce -0.6% | 393,219 | $18.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +45.7% | 388,680 | $18.7M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -5.0% | 384,365 | $18.5M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -3.7% | 371,889 | $17.9M |
| Cetera Investment Advisers | 0.04% | Reduce -6.6% | 359,807 | $17.3M |
| US Bancorp \de | 0.02% | Add +0.7% | 347,742 | $16.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.2% | 338,773 | $16.3M |
| Summit Financial Wealth Advisors, LLC | 3.12% | Reduce -0.0% | 305,106 | $16.0M |
| Searcy Financial Services Inc. | 7.34% | Add +0.8% | 330,042 | $15.9M |
| Allen Wealth Management, LLC | 11.21% | Add +0.4% | 324,775 | $15.6M |
| Householder Group Estate & Retirement Specialist, LLC | 10.58% | Reduce -1.9% | 293,861 | $14.2M |
| Wealth Alliance, LLC | 1.67% | Add +19.8% | 289,693 | $14.0M |
| Ball & Co Wealth Management Inc. | 11.09% | — | 289,247 | $13.9M |
| Violich Capital Management, Inc. | 1.77% | Add +25.5% | 282,790 | $13.6M |
| Spirepoint Private Client, LLC | 1.70% | Add +39.8% | 280,987 | $13.5M |
| Enclave Advisors LLC | 2.20% | Add +3.4% | 278,238 | $13.4M |
| Crescent Grove Advisors, LLC | 1.28% | New | 267,199 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.1% | 262,995 | $12.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +850.8% | 260,978 | $12.6M |
| New Harbor Financial Group, LLC | 3.54% | Add +2.0% | 246,071 | $11.9M |
| Fiduciary Family Office, LLC | 3.54% | New | 246,071 | $11.9M |
| IronBridge Private Wealth, LLC | 4.35% | Reduce -3.0% | 245,922 | $11.8M |
| Allworth Financial LP | 0.06% | Add +110.5% | 226,537 | $11.8M |
| Tectonic Advisors LLC | 0.77% | Reduce -0.3% | 243,800 | $11.7M |
| Baldwin Wealth Partners LLC | 0.81% | Reduce -6.4% | 242,544 | $11.7M |
| Checchi Capital Advisers, LLC | 0.87% | Reduce -3.8% | 240,446 | $11.6M |
| Novare Capital Management LLC | 0.98% | Add +0.0% | 240,406 | $11.6M |
| Fourpath Capital Management, LLC | 2.12% | Add +5.2% | 237,928 | $11.5M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -19.4% | 235,156 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -19.4% | 235,156 | $11.3M |
| Fortem Financial Group, LLC | 4.38% | Add +0.9% | 234,906 | $11.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +37.1% | 233,915 | $11.3M |
| Truffle Hound Capital, LLC | 6.34% | — | 220,000 | $10.6M |
| FWL Investment Management, LLC | 3.80% | Add +37.5% | 216,907 | $10.4M |
| Riggs Asset Managment Co. Inc. | 2.67% | Add +2.7% | 208,559 | $10.0M |
| Nicolet Advisory Services, LLC | 0.92% | Reduce -1.2% | 202,693 | $10.0M |
| Prospera Financial Services Inc | 0.23% | Reduce -14.1% | 202,201 | $9.7M |
| Shikiar Asset Management Inc. | 2.84% | Add +4.6% | 200,925 | $9.7M |
| North Star Investment Management Corp. | 0.66% | Add +2.8% | 197,283 | $9.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -7.6% | 193,314 | $9.3M |
| PFG Advisors | 0.55% | Reduce -0.2% | 187,227 | $9.0M |
| Advisors Preferred, LLC | 1.44% | Reduce -21.9% | 183,991 | $9.0M |
| Spectrum Wealth Counsel, LLC | 1.05% | Reduce -0.6% | 185,271 | $8.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +17.4% | 166,356 | $8.7M |
| Muhlenkamp & Co. Inc. | 2.56% | Add +0.0% | 175,109 | $8.4M |
| Punch & Associates Investment Management, Inc. | 0.46% | Reduce -1.2% | 172,785 | $8.3M |
| Elgethun Capital Management | 2.01% | Add +3.3% | 171,730 | $8.3M |
| Williams Jones Wealth Management, LLC. | 0.10% | Add +4.3% | 168,398 | $8.1M |
| IFP Advisors, Inc | 0.27% | Add +4.2% | 168,295 | $8.1M |
| Nwam LLC | 0.49% | Add +0.4% | 164,665 | $7.9M |
| Evergreen Capital Management LLC | 0.26% | Add +2.0% | 163,694 | $7.9M |
| Lake Hills Wealth Management, LLC | 5.29% | Add +4.8% | 160,882 | $7.7M |
| Oxbow Advisors, LLC | 0.91% | Add +400.6% | 157,139 | $7.6M |
| D.A. Davidson & Co. | 0.06% | Add +39.9% | 155,692 | $7.5M |
| Vista Finance, LLC | 7.57% | Reduce -1.8% | 153,159 | $7.4M |
| Brick & Kyle, Associates | 3.12% | Add +4.5% | 151,571 | $7.3M |
| Commerce Bank | 0.04% | Add +4.8% | 149,145 | $7.2M |
| Denali Advisors LLC | 0.75% | Add +0.2% | 148,388 | $7.1M |
| L & S Advisors Inc | 0.88% | Add +107.9% | 148,044 | $7.1M |
| Left Brain Wealth Management, LLC | 2.65% | Add +2.2% | 145,902 | $7.0M |
| Advisory Services Network, LLC | 0.13% | Reduce -10.0% | 142,058 | $6.8M |
| Nicolet Bankshares Inc. | 1.31% | Reduce -2.7% | 139,734 | $6.7M |
| Madison Park Capital Advisors, LLC | 5.17% | Add +5.3% | 134,715 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -5.9% | 128,672 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.8% | 127,565 | $6.1M |
| Independent Advisor Alliance | 0.08% | Add +648.6% | 126,955 | $6.1M |
| Integrated Advisors Network LLC | 0.29% | Add +75.4% | 125,489 | $6.0M |
| Fortis Group Advisors, LLC | 1.07% | Add +4.5% | 119,830 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +13.7% | 118,675 | $5.7M |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.