Alerian MLP ETFAMLPETF

13F holders, Q4 2024 (December 31)
719holders +68
63new positions
35sold out
4famous investors
$48.18avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions63$71.6M
Exits35$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.

Show all 719 holders