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
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 |
| Cary Street Partners Financial LLC | 0.18% | — | 117,746 | $5.7M |
| Citigroup Inc. | 0.01% | Add +5.4% | 112,677 | $5.4M |
| NTV Asset Management LLC | 0.69% | Add +0.7% | 108,744 | $5.2M |
| Cibc World Market Inc. | 0.01% | Reduce -5.1% | 108,731 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +19.6% | 108,429 | $5.2M |
| Cyndeo Wealth Partners, LLC | 0.35% | Add +65.7% | 106,694 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +108.7% | 105,088 | $5.1M |
| Eagle Strategies LLC | 0.86% | Add +7.7% | 103,732 | $5.0M |
| LYNX Capital Group Ltd. | 2.85% | Add +18.0% | 102,702 | $4.9M |
| Trivium Point Advisory, LLC | 0.62% | Add +8.3% | 102,604 | $4.9M |
| Herbst Group, LLC | 3.03% | Reduce -2.9% | 100,884 | $4.9M |
| Independent Financial Group, LLC | 0.16% | Add +2.1% | 100,745 | $4.9M |
| Global Retirement Partners, LLC | 0.14% | Add +65.1% | 100,247 | $4.8M |
| Lido Advisors, LLC | 0.03% | Reduce -6.6% | 100,006 | $4.8M |
| Regency Capital Management Inc.\DE | 2.58% | Add +0.9% | 99,059 | $4.8M |
| Corient Private Wealth LP | 0.01% | Add +38.8% | 128,204 | $4.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +4.5% | 98,053 | $4.7M |
| Southern Farm Bureau Life Insurance | 0.67% | No change | 97,825 | $4.7M |
| Focus Partners Wealth | 0.01% | Add +157.7% | 96,270 | $4.6M |
| Cowa, LLC | 2.26% | Reduce -34.2% | 95,998 | $4.6M |
| 1 North Wealth Services LLC | 1.93% | — | 94,752 | $4.6M |
| ORG Partners LLC | 0.63% | Add +234.1% | 93,869 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -24.1% | 92,623 | $4.5M |
| Clark Capital Management Group, Inc. | 0.03% | New | 92,371 | $4.4M |
| TKG Advisors, LLC | 2.04% | Add +6.8% | 84,955 | $4.4M |
| Mariner, LLC | 0.01% | Add +29.2% | 91,448 | $4.4M |
| Private Advisory Group LLC | 0.49% | Add +1989.5% | 91,353 | $4.4M |
| RiverTree Advisors, LLC | 2.89% | Reduce -1.1% | 91,296 | $4.4M |
| Verition Fund Management LLC | 0.02% | New | 90,495 | $4.4M |
| White Pine Investment CO | 1.18% | Add +1.3% | 90,495 | $4.4M |
| Haven Private, LLC | 2.40% | — | 89,354 | $4.3M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +15.1% | 88,810 | $4.3M |
| Comerica Bank | 0.02% | Reduce -8.1% | 88,767 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Add +44.7% | 88,035 | $4.2M |
| CW Advisors, LLC | 0.06% | Reduce -4.5% | 87,961 | $4.2M |
| Cibc World Markets Corp. | 0.02% | Reduce -4.2% | 86,056 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Add +1.3% | 85,770 | $4.1M |
| Congress Asset Management Co. | 0.03% | Reduce -5.4% | 85,275 | $4.1M |
| Oppenheimer & Co. Inc. | 0.06% | Add +1.6% | 83,456 | $4.0M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -56.3% | 83,175 | $4.0M |
| Continental Advisors LLC | 3.02% | Reduce -4.1% | 82,723 | $4.0M |
| Apollon Wealth Management, LLC | 0.09% | Add +4.0% | 80,999 | $3.9M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -0.0% | 79,825 | $3.8M |
| Mills Wealth Advisors LLC | 2.16% | Add +7.6% | 78,953 | $3.8M |
| SMART Wealth LLC | 1.34% | Add +12.0% | 78,403 | $3.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.09% | Add +141.1% | 77,945 | $3.8M |
| Essex Financial Services, Inc. | 0.26% | Add +1.8% | 75,844 | $3.7M |
| Neuberger Berman Group LLC | 0.00% | New | 74,699 | $3.6M |
| Griffin Asset Management, Inc. | 0.41% | Add +43.9% | 73,316 | $3.5M |
| SteelPeak Wealth, LLC | 0.14% | Add +23.9% | 70,909 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.51% | Add +20.8% | 70,721 | $3.4M |
| Salem Investment Counselors Inc. | 0.11% | Add +1.5% | 69,021 | $3.3M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Add +5.0% | 68,700 | $3.3M |
| G&S Capital LLC | 1.35% | Add +7.0% | 67,920 | $3.3M |
| Tradewinds, LLC. | 0.91% | Add +17.6% | 62,666 | $3.3M |
| Financial Sense Advisors, Inc. | 1.08% | New | 66,966 | $3.2M |
| Aprio Wealth Management, LLC | 0.47% | Add +42.7% | 66,245 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +22.6% | 65,240 | $3.1M |
| Jaffetilchin Investment Partners, LLC | 0.23% | Add +5.2% | 65,042 | $3.1M |
| Chicago Partners Investment Group LLC | 0.10% | Add +6.8% | 61,958 | $3.1M |
| Berkeley Capital Partners, LLC | 0.83% | Add +2.0% | 61,909 | $3.0M |
| Horizon Kinetics Asset Management LLC | 0.04% | Add +5.8% | 61,057 | $2.9M |
| Heartwood Wealth Advisors LLC | 0.33% | Reduce -0.9% | 60,693 | $2.9M |
| Intrinsic Edge Capital Management LLC | 0.39% | No change | 60,000 | $2.9M |
| Hancock Whitney Corp. | 0.09% | Add +34.5% | 59,570 | $2.9M |
| Financial Advocates Investment Management | 0.16% | Add +6.2% | 59,325 | $2.9M |
| MGB Wealth Management, LLC | 0.88% | Add +21.5% | 59,155 | $2.8M |
| Glaxis Capital Management, LLC | 7.73% | Add +45.0% | 58,000 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +34.5% | 57,767 | $2.8M |
| Bullseye Investment Management, LLC | 1.93% | Reduce -62.3% | 56,953 | $2.8M |
| Sculati Wealth Management, LLC | 1.10% | Reduce -3.1% | 57,605 | $2.8M |
| Quadrature Capital Ltd | 0.06% | New | 57,433 | $2.8M |
| Forte Asset Management LLC | 1.47% | Reduce -7.7% | 57,315 | $2.8M |
| Greatmark Investment Partners, Inc. | 0.38% | Reduce -10.0% | 57,290 | $2.8M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -0.1% | 56,666 | $2.7M |
| Balefire, LLC | 0.93% | Add +44.0% | 55,704 | $2.7M |
| Allen Capital Group, LLC | 0.33% | Add +3.9% | 56,336 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +1.4% | 55,779 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +15.2% | 55,754 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.34% | Reduce -2.3% | 55,717 | $2.7M |
| Mainstay Capital Management LLC | 0.40% | Add +1.6% | 54,747 | $2.6M |
| Schechter Investment Advisors, LLC | 0.20% | Reduce -5.6% | 54,505 | $2.6M |
| SAM Advisors, LLC | 0.95% | New | 54,319 | $2.6M |
| Johnson Investment Counsel Inc. | 0.03% | New | 54,090 | $2.6M |
| Continuum Advisory, LLC | 0.33% | Add +0.1% | 53,760 | $2.6M |
| Cascade Financial Partners, LLC | 0.33% | No change | 53,370 | $2.6M |
| Cypress Capital Management LLC (WY) | 2.90% | Reduce -3.8% | 52,651 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.51% | Reduce -10.6% | 52,308 | $2.5M |
| Payne Capital Management, LLC | 1.08% | — | 51,823 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +32.5% | 51,724 | $2.5M |
| Citadel Advisors | 0.00% | Add +82.6% | 51,641 | $2.5M |
| Main Street Financial Solutions, LLC | 0.24% | Add +14.4% | 50,110 | $2.4M |
| B&D White Capital Company, LLC | 0.41% | New | 50,000 | $2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Add +398.2% | 49,743 | $2.4M |
| Thompson David Blair | 1.74% | — | 49,741 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.8% | 49,645 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +30.5% | 48,907 | $2.4M |
| WealthBridge Capital Management, LLC | 0.65% | Add +10.4% | 48,757 | $2.3M |
| Nvwm, LLC | 0.59% | Add +57.5% | 48,399 | $2.3M |
| Lake Street Private Wealth, LLC | 0.37% | Reduce -9.6% | 48,025 | $2.3M |
| FFG Retirement Advisors LLC | 1.49% | Add +1.2% | 47,395 | $2.3M |
| ArchPoint Investors | 0.73% | No change | 46,325 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +10.8% | 46,081 | $2.2M |
| Sageworth Trust Co | 0.14% | No change | 45,932 | $2.2M |
| Delta Investment Management, LLC | 0.42% | New | 45,301 | $2.2M |
| Brighton Jones LLC | 0.06% | Add +19.4% | 44,781 | $2.2M |
| Trek Financial, LLC | 0.16% | New | 44,301 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +22.9% | 44,278 | $2.1M |
| Bollard Group LLC | 0.06% | Reduce -11.6% | 44,259 | $2.1M |
| CSS LLC | 0.40% | Add +297.6% | 43,854 | $2.1M |
| Samalin Investment Counsel, LLC | 0.90% | Add +19.3% | 43,667 | $2.1M |
| Resonant Capital Advisors, LLC | 0.15% | Reduce -0.2% | 43,433 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +4.8% | 42,570 | $2.1M |
| Philadelphia Trust Co. | 0.15% | Add +0.1% | 42,553 | $2.0M |
| Activest Wealth Management | 0.57% | Add +0.0% | 42,453 | $2.0M |
| Barry Investment Advisors, LLC | 0.65% | Add +3.7% | 42,253 | $2.0M |
| Hilltop Holdings Inc. | 0.13% | Add +8.6% | 42,070 | $2.0M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -1.7% | 42,058 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +6.8% | 39,089 | $2.0M |
| Stamos Capital Partners, L.P. | 0.47% | Add +105.4% | 41,670 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -60.5% | 41,582 | $2.0M |
| Graypoint LLC | 0.12% | Add +121.8% | 39,966 | $1.9M |
| Invesco Ltd. | 0.00% | Add +32.8% | 39,890 | $1.9M |
| Fiduciary Trust Co | 0.03% | Add +6.3% | 39,369 | $1.9M |
| Primoris Wealth Advisors, LLC | 1.44% | Add +14.3% | 39,212 | $1.9M |
| First Merchants Corp. | 0.07% | No change | 39,087 | $1.9M |
| Palouse Capital Management, Inc. | 1.24% | Reduce -0.8% | 38,774 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -20.7% | 38,338 | $1.8M |
| Titleist Asset Management, LLC | 0.21% | Add +133.8% | 37,330 | $1.8M |
| World Investment Advisors | 0.05% | Reduce -33.0% | 37,058 | $1.8M |
| Sierra Capital LLC | 0.21% | Reduce -4.3% | 36,825 | $1.8M |
| Easterly Investment Partners LLC | 0.14% | No change | 36,618 | $1.8M |
| Blue Trust, Inc. | 0.02% | Add +15.9% | 36,606 | $1.8M |
| Fortis Advisors, LLC | 1.16% | Add +2.0% | 36,552 | $1.8M |
| Founders Financial Securities LLC | 0.16% | Add +0.0% | 36,534 | $1.8M |
| Providence First Trust Co | 0.65% | Add +6.8% | 35,971 | $1.7M |
| Aviance Capital Partners, LLC | 0.23% | Reduce -1.0% | 34,902 | $1.7M |
| Covenant Asset Management, LLC | 0.37% | Add +121.6% | 34,636 | $1.7M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -67.4% | 33,663 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +12.8% | 33,407 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Add +2303.7% | 33,003 | $1.6M |
| Cwm, LLC | 0.01% | Add +164.5% | 32,865 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -11.0% | 32,634 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +38.8% | 32,525 | $1.6M |
| Capital Fund Management S.A. | 0.02% | New | 32,300 | $1.6M |
| Blueprint Investment Partners LLC | 0.25% | Reduce -0.3% | 32,132 | $1.5M |
| HFG Wealth Management, LLC | 1.00% | Add +5.5% | 32,730 | $1.5M |
| HCR Wealth Advisors | 0.19% | Reduce -0.8% | 31,631 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -6.8% | 31,426 | $1.5M |
| Sterling Investment Management, LLC | 1.18% | Add +44.0% | 31,124 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.58% | — | 30,635 | $1.5M |
| International Assets Investment Management, LLC | 0.12% | New | 30,329 | $1.5M |
| Southport Management, L.L.C. | 5.32% | No change | 30,500 | $1.5M |
| &partners | 0.02% | Add +14.5% | 30,039 | $1.5M |
| Americana Partners, LLC | 0.06% | Add +12.5% | 30,056 | $1.4M |
| Bramshill Investments, LLC | 0.23% | Add +102.5% | 30,000 | $1.4M |
| Wakefield Asset Management LLLP | 0.48% | Add +1.6% | 29,778 | $1.4M |
| Moran Wealth Management, LLC | 0.05% | Add +1.2% | 29,705 | $1.4M |
| FMR LLC | 0.00% | Reduce -10.2% | 29,514 | $1.4M |
| Arkos Global Advisors | 0.20% | No change | 28,910 | $1.4M |
| Smart Portfolios, LLC | 1.46% | Add +1.6% | 28,877 | $1.4M |
| Private Trust Co. NA | 0.14% | Add +14.4% | 28,621 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +32.0% | 28,427 | $1.4M |
| Aurora Private Wealth, Inc. | 1.02% | Reduce -3.4% | 28,320 | $1.4M |
| Novem Group | 0.20% | — | 27,814 | $1.3M |
| Collar Capital Management, LLC | 1.11% | — | 27,685 | $1.3M |
| Granite Group Advisors, LLC | 0.85% | Reduce -0.4% | 27,619 | $1.3M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.3% | 27,461 | $1.3M |
| Dearborn Partners LLC | 0.06% | No change | 27,460 | $1.3M |
| Westside Investment Management, Inc. | 0.28% | Reduce -1.0% | 27,406 | $1.3M |
| Ingalls & Snyder LLC | 0.05% | New | 27,387 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Reduce -0.8% | 27,351 | $1.3M |
| Cura Wealth Advisors, LLC | 0.56% | — | 26,333 | $1.3M |
| TCFG Wealth Management, LLC | 0.64% | Reduce -5.5% | 26,328 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.16% | Add +10.6% | 26,241 | $1.3M |
| Quartz Partners, LLC | 0.77% | Reduce -2.7% | 26,222 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +1.0% | 26,171 | $1.3M |
| First PREMIER Bank | 0.32% | Reduce -1.4% | 25,859 | $1.2M |
| Pointe Capital Management LLC | 0.71% | Add +4.1% | 25,603 | $1.2M |
| Lavaca Capital LLC | 0.53% | No change | 25,000 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.22% | Add +19.4% | 24,986 | $1.2M |
| GoalVest Advisory LLC | 0.33% | Add +1.1% | 24,714 | $1.2M |
| First Commonwealth Financial Corp | 0.28% | Add +12.5% | 24,472 | $1.2M |
| Strategy Asset Managers LLC | 0.23% | Add +6.1% | 24,377 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +297.4% | 24,335 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Reduce -0.8% | 24,314 | $1.2M |
| CPA Asset Management Group, LLC | 0.53% | No change | 23,585 | $1.1M |
| Patten & Patten Inc. | 0.07% | Reduce -31.3% | 23,362 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -21.4% | 23,162 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +156.0% | 22,512 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 22,990 | $1.1M |
| Disciplined Investors, L.L.C. | 1.06% | — | 22,162 | $1.1M |
| Clare Market Investments LLC | 0.26% | Reduce -5.9% | 22,623 | $1.1M |
| Whalen Wealth Management Inc. | 0.75% | Add +1.3% | 22,450 | $1.1M |
| Powell Investment Advisors, LLC | 0.50% | Add +0.2% | 22,447 | $1.1M |
| Beirne Wealth Consulting Services, LLC | 0.38% | Reduce -2.6% | 22,135 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 21,906 | $1.1M |
| Islay Capital Management, LLC | 0.74% | Add +2.1% | 21,841 | $1.1M |
| Tyler-Stone Wealth Management | 0.19% | Add +1.7% | 21,801 | $1.0M |
| Perissos Private Wealth Management, LLC | 0.78% | Add +12.9% | 21,649 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -4.1% | 21,456 | $1.0M |
| Oak Family Advisors, LLC | 0.40% | Add +5.3% | 21,442 | $1.0M |
| Marble Harbor Investment Counsel, LLC | 0.11% | No change | 21,300 | $1.0M |
| Flaharty Asset Management, LLC | 0.15% | Add +0.5% | 21,197 | $1.0M |
| MBA Advisors LLC | 0.52% | Add +48.0% | 21,169 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +3.8% | 20,904 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +28.2% | 20,552 | $990K |
| LMCG Investments, LLC | 0.06% | Add +54.6% | 20,336 | $979K |
| Total Wealth Planning & Management, Inc. | 0.96% | — | 20,231 | $974K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +26.6% | 20,056 | $966K |
| J. Safra Sarasin Holding AG | 0.02% | No change | 20,000 | $963K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +1.5% | 19,995 | $963K |
| Level Four Advisory Services, LLC | 0.04% | Add +2.4% | 19,806 | $954K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.1% | 19,802 | $954K |
| Indie Asset Partners, LLC | 0.75% | Reduce -4.8% | 19,775 | $952K |
| BBR Partners, LLC | 0.07% | No change | 19,739 | $951K |
| Wedbush Securities Inc. | 0.03% | Add +113.5% | 19,622 | $945K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.7% | 19,354 | $932K |
| Auour Investments LLC | 0.32% | Add +1.4% | 17,948 | $926K |
| FWG Holdings, LLC | 0.43% | Add +2.6% | 17,234 | $901K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -5.3% | 18,622 | $897K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.8% | 18,495 | $891K |
| GAMCO Investors | 0.01% | Reduce -6.1% | 18,480 | $890K |
| Sunbelt Securities, Inc. | 0.08% | Add +8.4% | 18,501 | $888K |
| McGowan Group Asset Management, Inc. | 0.12% | Add +0.0% | 18,150 | $874K |
| McDonald Partners LLC | 0.22% | Add +0.6% | 17,922 | $863K |
| Compound Planning, Inc. | 0.04% | Add +17.7% | 17,828 | $859K |
| Raab & Moskowitz Asset Management LLC | 0.21% | Add +3.5% | 17,668 | $851K |
| Mezzasalma Advisors, LLC | 0.27% | New | 17,586 | $847K |
| Provenance Wealth Advisors, LLC | 0.11% | No change | 17,483 | $842K |
| Belpointe Asset Management LLC | 0.05% | Add +32.2% | 17,477 | $828K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +4.8% | 16,990 | $818K |
| Wealthspire Retirement, LLC | 0.06% | Add +5.3% | 16,929 | $815K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.9% | 16,908 | $814K |
| Valtrion Capital Management, LLC | 1.73% | — | 16,893 | $814K |
| Sowell Financial Services LLC | 0.04% | Add +11.5% | 16,764 | $807K |
| Trilogy Capital Inc. | 0.04% | No change | 16,665 | $803K |
| one8zero8, LLC | 0.17% | — | 16,400 | $790K |
| PFG Investments, LLC | 0.05% | Reduce -8.8% | 16,374 | $789K |
| Summit Financial, LLC | 0.03% | Add +27.7% | 16,370 | $788K |
| Brown Advisory Inc. | 0.00% | Reduce -8.2% | 16,324 | $786K |
| Waldron Private Wealth LLC | 0.03% | Reduce -0.9% | 16,264 | $783K |
| Gould Asset Management LLC | 0.16% | Add +2.6% | 16,103 | $776K |
| WMG Financial Advisors, LLC | 0.33% | Add +88.3% | 16,055 | $773K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -9.2% | 16,021 | $772K |
| Keebeck Wealth Management | 0.11% | Add +2.5% | 15,890 | $765K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +7.0% | 15,783 | $760K |
| Miller Howard Investments Inc. | 0.02% | New | 15,752 | $759K |
| Endowment Wealth Management, Inc. | 0.51% | Add +4.1% | 15,669 | $755K |
| Advyzon Investment Management, LLC | 0.29% | — | 15,580 | $750K |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +3.2% | 15,566 | $750K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 15,539 | $748K |
| Bank of Montreal | 0.00% | Add +7.7% | 15,463 | $745K |
| Mainsail Asset Management, LLC | 0.51% | No change | 15,136 | $729K |
| Investment House LLC | 0.04% | Reduce -4.5% | 15,060 | $725K |
| Smith, Moore & Co. | 0.07% | Add +0.7% | 15,057 | $725K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Add +19.1% | 15,016 | $723K |
| Harbour Investments, Inc. | 0.02% | Add +7.2% | 15,009 | $723K |
| Ulland Investment Advisors, LLC | 0.50% | Add +39.0% | 14,918 | $718K |
| Baird Financial Group, Inc. | 0.00% | Add +164.2% | 14,891 | $717K |
| Saxon Interests, Inc. | 0.31% | Reduce -40.4% | 14,842 | $715K |
| Evexia Wealth LLC | 0.24% | Add +6.1% | 13,684 | $714K |
| Focus Financial Network, Inc. | 0.03% | Add +10.7% | 14,758 | $711K |
| Edge Wealth Management LLC | 0.14% | Add +0.3% | 14,756 | $711K |
| Jeppson Wealth Management, LLC | 0.25% | Reduce -2.0% | 14,555 | $701K |
| Wealthfront Advisers LLC | 0.00% | Reduce -12.4% | 14,512 | $699K |
| Dumont & Blake Investment Advisors LLC | 0.19% | No change | 14,412 | $694K |
| Kovack Advisors, Inc. | 0.07% | Add +41.6% | 14,391 | $693K |
| Vigilare Wealth Management | 0.28% | Reduce -9.9% | 14,298 | $689K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +7.2% | 14,291 | $688K |
| Operose Advisors LLC | 0.24% | Add +4.6% | 14,287 | $688K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.1% | 14,226 | $685K |
| J2 Capital Management Inc | 0.64% | — | 14,168 | $682K |
| Argent Advisors, Inc. | 0.25% | No change | 13,865 | $668K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 13,569 | $653K |
| FF Advisors,LLC | 0.45% | No change | 13,300 | $653K |
| Tandem Financial, LLC | 0.69% | — | 13,363 | $644K |
| Miller Investment Management, LP | 0.07% | No change | 13,356 | $643K |
| Venture Visionary Partners LLC | 0.03% | Add +18.1% | 13,173 | $634K |
| Gateway Wealth Partners, LLC | 0.16% | Add +0.1% | 13,114 | $632K |
| DDFG, Inc | 0.18% | Reduce -5.9% | 13,097 | $631K |
| Pinion Investment Advisors, LLC | 0.25% | Add +1.5% | 13,070 | $629K |
| Maridea Wealth Management LLC | 0.20% | — | 13,051 | $629K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +22.6% | 13,020 | $627K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +65.2% | 12,804 | $617K |
| Hamilton Wealth, LLC | 0.15% | Add +1.1% | 12,767 | $615K |
| Sfmg, LLC | 0.05% | Add +8.4% | 12,737 | $613K |
| Red Crane Wealth Management, LLC | 0.58% | — | 12,659 | $610K |
| Retirement Planning Group, LLC | 0.03% | Add +60.8% | 12,588 | $606K |
| MAI Capital Management | 0.00% | Add +16.9% | 12,577 | $606K |
| Wealth Effects LLC | 0.21% | Reduce -2.6% | 12,515 | $603K |
| Novak & Powell Financial Services, Inc. | 0.36% | Add +5.6% | 12,415 | $598K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 12,400 | $597K |
| Lake Street Advisors Group, LLC | 0.03% | Add +3.3% | 12,400 | $597K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +91.9% | 12,303 | $593K |
| Burke & Herbert Bank & Trust Co. | 0.14% | No change | 11,835 | $570K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -21.7% | 11,800 | $568K |
| Arete Wealth Advisors, LLC | 0.04% | Add +10.6% | 11,770 | $568K |
| Krilogy Financial LLC | 0.04% | Reduce -38.5% | 11,759 | $566K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -6.3% | 11,727 | $565K |
| Castleview Partners, LLC | 0.30% | Add +121.4% | 11,583 | $564K |
| Bokf, NA | 0.01% | No change | 11,445 | $563K |
| Two Sigma Securities, LLC | 0.10% | New | 11,668 | $562K |
| Walker Asset Management, LLC | 0.35% | Reduce -5.9% | 11,666 | $562K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.1% | 11,572 | $557K |
| Wealth Advisory Solutions, LLC | 0.16% | No change | 11,500 | $554K |
| Strategic Wealth Partners, Ltd. | 0.05% | New | 10,622 | $546K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -1.4% | 11,317 | $545K |
| Anthracite Investment Company, Inc. | 0.27% | No change | 11,240 | $541K |
| Regions Financial Corp. | 0.00% | Add +29.1% | 11,199 | $539K |
| Howard Wealth Management, LLC | 0.29% | Add +18.9% | 11,097 | $534K |
| Avior Wealth Management, LLC | 0.02% | Add +13.4% | 11,086 | $534K |
| Stonegate Investment Group, LLC | 0.01% | No change | 11,037 | $532K |
| Aveo Capital Partners, LLC | 0.06% | Add +0.3% | 10,981 | $529K |
| Zacks Investment Management | 0.00% | No change | 10,941 | $527K |
| Kercheville Advisors, LLC | 0.20% | Add +0.7% | 10,900 | $525K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -69.0% | 10,832 | $522K |
| Empire Financial Management Company, LLC | 0.16% | No change | 10,800 | $520K |
| Ballew Advisors, Inc | 0.33% | Reduce -5.3% | 10,467 | $519K |
| WealthTrust Axiom LLC | 0.15% | Reduce -3.2% | 10,740 | $517K |
| Fiduciary Group, LLC | 0.05% | Add +2.9% | 10,650 | $513K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -2.0% | 10,646 | $513K |
| AssuredPartners Investment Advisors, LLC | 0.10% | — | 10,482 | $505K |
| Anchor Investment Management, LLC | 0.05% | Reduce -1.6% | 10,406 | $501K |
| Segment Wealth Management, LLC | 0.03% | No change | 10,375 | $500K |
| Tme Financial, Inc. | 0.46% | — | 10,388 | $490K |
| Bard Associates Inc. | 0.17% | Add +23.3% | 10,135 | $488K |
| Wbi Investments, LLC | 0.12% | Add +3.1% | 10,069 | $485K |
| Ieq Capital, LLC | 0.00% | Add +1.0% | 10,067 | $485K |
| Securian Asset Management, Inc. | 0.01% | No change | 10,000 | $482K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +41.7% | 10,000 | $482K |
| Good Life Advisors, LLC | 0.04% | Add +5.5% | 9,972 | $480K |
| Mach-1 Financial Group, LLC | 0.86% | Reduce -5.2% | 9,946 | $479K |
| IHT Wealth Management, LLC | 0.02% | Reduce -6.0% | 9,943 | $479K |
| Retirement Financial Solutions, LLC | 0.26% | Reduce -36.8% | 9,928 | $478K |
| NewEdge Wealth, LLC | 0.01% | No change | 9,795 | $472K |
| Mutual Advisors, LLC | 0.01% | Reduce -41.3% | 9,154 | $471K |
| CoreCap Advisors, LLC | 0.02% | Add +687.4% | 9,779 | $471K |
| Smithfield Trust Co | 0.02% | No change | 9,729 | $469K |
| Quantum Portfolio Management LLC | 0.25% | Reduce -0.5% | 9,734 | $469K |
| Northern Trust Corp. | 0.00% | Reduce -30.6% | 9,428 | $454K |
| Waverly Advisors, LLC | 0.01% | New | 9,378 | $452K |
| Register Financial Advisors LLC | 0.22% | Add +23.9% | 9,213 | $444K |
| Westbourne Investments, Inc. | 0.26% | — | 9,180 | $442K |
| FSA Investment Group, LLC | 0.38% | — | 8,746 | $442K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -4.7% | 9,147 | $440K |
| Provident Wealth Management, LLC | 0.15% | Reduce -24.1% | 9,130 | $440K |
| Visionary Wealth Advisors | 0.03% | Reduce -2.1% | 9,026 | $435K |
| Mattern Wealth Management LLC | 0.10% | Add +57.9% | 9,000 | $433K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.2% | 8,994 | $433K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $431K |
| Benjamin Edwards Inc. | 0.01% | Reduce -80.4% | 8,910 | $429K |
| Prepared Retirement Institute LLC | 0.24% | Add +0.1% | 8,850 | $426K |
| STAR Financial Bank | 0.30% | New | 8,789 | $423K |
| TRUE Private Wealth Advisors | 0.05% | Add +1.3% | 8,761 | $422K |
| Claris Financial LLC | 0.28% | — | 8,737 | $421K |
| Opal Wealth Advisors, LLC | 0.13% | Reduce -4.8% | 8,731 | $420K |
| Invst, LLC | 0.05% | Reduce -0.9% | 8,653 | $417K |
| Windsor Advisory Group, LLC | 0.48% | Reduce -8.9% | 8,650 | $417K |
| Courier Capital LLC | 0.03% | Reduce -0.5% | 8,533 | $411K |
| Dividend Assets Capital, LLC | 0.08% | No change | 8,525 | $411K |
| EPIQ Capital Group, LLC | 0.11% | Add +2.0% | 8,459 | $407K |
| Oregon Pacific Wealth Management, LLC | 0.40% | — | 8,396 | $404K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +44.2% | 8,342 | $402K |
| RFP Financial Group LLC | 0.16% | No change | 8,289 | $399K |
| Allred Capital Management, LLC | 0.15% | Add +3.1% | 8,152 | $393K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 8,141 | $392K |
| Global Trust Asset Management, LLC | 0.15% | No change | 8,130 | $392K |
| Pingora Partners LLC | 0.25% | Reduce -0.3% | 8,028 | $387K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +2.9% | 8,024 | $386K |
| Ergawealth Advisors, Inc. | 0.19% | New | 8,009 | $386K |
| L.K. Benson & Company, P.C. | 0.27% | — | 8,007 | $386K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -20.0% | 8,000 | $385K |
| Edge Capital Group, LLC | 0.02% | Add +43.5% | 7,993 | $385K |
| MPWM Advisory Solutions, LLC | 0.28% | — | 7,937 | $382K |
| Bessemer Group Inc. | 0.00% | Add +37.0% | 7,936 | $382K |
| Aspen Grove Capital, LLC | 0.08% | Reduce -17.3% | 7,930 | $382K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.9% | 7,843 | $378K |
| RFG Advisory, LLC | 0.01% | Reduce -16.4% | 7,804 | $376K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +808.9% | 7,798 | $376K |
| Greystone Financial Group, LLC | 0.07% | Reduce -3.2% | 7,785 | $375K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.9% | 7,778 | $375K |
| Steel Grove Capital Advisors, LLC | 0.05% | Reduce -17.2% | 7,764 | $374K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 7,660 | $369K |
| Fiducient Advisors LLC | 0.05% | Reduce -57.0% | 7,609 | $366K |
| Childress Capital Advisors, LLC | 0.10% | No change | 7,500 | $361K |
| Holderness Investments Co. | 0.08% | New | 7,492 | $361K |
| Principal Securities, Inc. | 0.01% | Add +234.3% | 7,375 | $355K |
| Arkadios Wealth Advisors | 0.02% | Add +0.3% | 7,366 | $355K |
| Shepherd Kaplan Krochuk, LLC | 0.30% | Reduce -88.2% | 7,348 | $354K |
| Keybank National Association | 0.00% | No change | 7,291 | $351K |
| TD Private Client Wealth LLC | 0.01% | Reduce -2.6% | 7,273 | $350K |
| Keystone Financial Group | 0.03% | Reduce -2.7% | 7,271 | $350K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -52.6% | 7,250 | $349K |
| Diversify Advisory Services, LLC | 0.02% | Add +34.1% | 7,055 | $347K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,100 | $342K |
| Crestwood Advisors Group, LLC | 0.01% | New | 7,075 | $341K |
| Gutierrez Wealth Advisory, LLC | 0.28% | — | 7,070 | $340K |
| Capital Advisors Inc. | 0.01% | New | 7,068 | $340K |
| Envision Financial LLC | 0.27% | — | 7,065 | $340K |
| Summit Investment Advisory Services, LLC | 0.18% | Add +1.4% | 7,051 | $340K |
| Investment Planning Advisors, Inc. | 0.15% | Add +1.3% | 6,982 | $336K |
| Formidable Asset Management, LLC | 0.05% | Add +40.6% | 6,870 | $331K |
| Independent Wealth Network Inc. | 0.13% | Reduce -0.8% | 6,755 | $325K |
| Brown Brothers Harriman & Co. | 0.00% | Add +299.4% | 6,737 | $324K |
| First Foundation Advisors | 0.01% | Add +0.2% | 6,713 | $323K |
| BTS Asset Management, Inc. | 0.32% | New | 6,578 | $317K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -6.5% | 6,523 | $314K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -12.9% | 6,406 | $309K |
| Marshall Financial Group, LLC | 0.07% | Add +2.0% | 6,360 | $306K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 5,750 | $305K |
| First Trust Advisors LP | 0.00% | New | 6,318 | $304K |
| Highland Capital Management, LLC | 0.02% | Reduce -66.5% | 6,293 | $303K |
| Lazari Capital Management, Inc. | 0.12% | No change | 6,280 | $302K |
| Objective Capital Management, LLC | 0.20% | Add +46.3% | 6,265 | $302K |
| Moseley Investment Management Inc. | 0.12% | Reduce -7.9% | 6,249 | $301K |
| Collaborative Wealth Managment Inc. | 0.14% | Add +0.1% | 6,214 | $299K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 6,200 | $299K |
| Washington Trust Advisors, Inc. | 0.02% | Add +56.7% | 6,148 | $296K |
| Atlantic Edge Private Wealth Management, LLC | 0.09% | Add +2967.5% | 6,135 | $295K |
| HB Wealth Management, LLC | 0.00% | Reduce -19.0% | 6,142 | $295K |
| Cypress Wealth Services, LLC | 0.06% | Add +1.5% | 6,111 | $294K |
| Tiemann Investment Advisors, LLC | 0.13% | No change | 6,100 | $294K |
| Parallel Advisors, LLC | 0.01% | Add +31.8% | 6,077 | $293K |
| FFT Wealth Management LLC | 0.02% | Reduce -2.4% | 6,065 | $292K |
| Ethos Financial Group, LLC | 0.04% | No change | 6,000 | $289K |
| Brookfield Corp | 0.00% | New | 5,970 | $288K |
| Fernwood Investment Management, LLC | 0.10% | Reduce -0.8% | 5,903 | $284K |
| NorthStar Asset Management LLC | 0.18% | Add +1.7% | 5,873 | $283K |
| Balboa Wealth Partners | 0.06% | New | 5,756 | $277K |
| Buckhead Capital Management LLC | 0.09% | Reduce -1.9% | 5,741 | $276K |
| Wellington Shields Capital Management, LLC | 0.05% | Add +7.6% | 5,645 | $272K |
| Fort Sheridan Advisors LLC | 0.04% | New | 5,621 | $271K |
| Obsidian Cio, LLC | 0.05% | New | 5,571 | $268K |
| Vident Advisory, LLC | 0.00% | No change | 5,562 | $268K |
| EPG Wealth Management LLC | 0.07% | Reduce -0.9% | 5,559 | $268K |
| Trustmark Bank Trust Department | 0.02% | Reduce -5.2% | 5,557 | $268K |
| Csenge Advisory Group | 0.01% | Reduce -9.7% | 5,556 | $268K |
| LVW Advisors, LLC | 0.03% | No change | 5,555 | $268K |
| MPS Loria Financial Planners, LLC | 0.08% | Add +0.3% | 5,534 | $267K |
| Wesbanco Bank Inc. | 0.01% | No change | 5,506 | $265K |
| Brandywine Oak Private Wealth LLC | 0.03% | No change | 5,428 | $261K |
| Mayfair Advisory Group, LLC | 0.15% | Add +9.1% | 5,425 | $261K |
| Townsquare Capital LLC | 0.00% | New | 5,425 | $261K |
| Keudell/Morrison Wealth Management | 0.07% | Reduce -0.3% | 5,417 | $261K |
| Bogart Wealth, LLC | 0.01% | Reduce -5.6% | 5,366 | $258K |
| GWN Securities Inc. | 0.07% | — | 4,944 | $258K |
| RDA Financial Network | 0.07% | No change | 5,312 | $256K |
| Ground Swell Capital, LLC | 0.55% | New | 5,224 | $252K |
| Mgo One Seven LLC | 0.01% | Add +10.1% | 5,151 | $248K |
| Long Run Wealth Advisors, LLC | 0.06% | Add +1.6% | 5,150 | $248K |
| SFI Advisors, LLC | 0.17% | New | 5,134 | $247K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +9.6% | 5,103 | $246K |
| Chickasaw Capital Management LLC | 0.01% | Reduce -30.7% | 5,080 | $245K |
| Sax Wealth Advisors, LLC | 0.02% | Add +15.4% | 5,069 | $244K |
| Spire Wealth Management | 0.01% | Reduce -9.6% | 5,048 | $243K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 5,035 | $242K |
| Verus Capital Partners, LLC | 0.02% | Reduce -1.2% | 5,012 | $241K |
| Southland Equity Partners LLC | 0.06% | No change | 4,975 | $240K |
| IFG Advisory, LLC | 0.01% | New | 4,973 | $240K |
| Wealthcare Capital Partners, LLC | 0.12% | — | 4,959 | $239K |
| Moors & Cabot, Inc. | 0.01% | Add +0.1% | 4,934 | $238K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 4,929 | $237K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -85.0% | 4,906 | $236K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.4% | 4,880 | $235K |
| Elequin Capital, LP | 0.04% | New | 4,879 | $235K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 4,875 | $235K |
| Lindbrook Capital, LLC | 0.02% | No change | 4,865 | $234K |
| ADG Wealth Management Group, LLC | 0.21% | — | 4,857 | $234K |
| Cooper Capital Advisors LLC | 0.24% | — | 4,833 | $233K |
| Intellectus Partners, LLC | 0.05% | Add +1.0% | 4,738 | $228K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 4,720 | $227K |
| Richard C. Young & CO., LTD. | 0.02% | Add +1.3% | 4,715 | $227K |
| Stableford Capital II LLC | 0.09% | No change | 4,682 | $225K |
| Lauer Wealth, LLC | 0.15% | No change | 4,553 | $219K |
| Private Capital Management LLC | 0.04% | Reduce -8.3% | 4,510 | $217K |
| Lyell Wealth Management, LP | 0.02% | No change | 4,500 | $217K |
| Atria Investments, Inc | 0.00% | Reduce -5.6% | 4,481 | $216K |
| Institute for Wealth Management, LLC. | 0.03% | Add +0.0% | 4,457 | $215K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,452 | $214K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 4,450 | $214K |
| Fisher Asset Management | 0.00% | New | 4,388 | $211K |
| Cornerstone Select Advisors, LLC | 0.20% | — | 4,375 | $211K |
| Alpha Cubed Investments, LLC | 0.01% | Add +1.1% | 4,364 | $210K |
| Cahill Financial Advisors Inc. | 0.03% | New | 4,361 | $210K |
| Palisades Hudson Asset Management, L.P. | 0.09% | Add +2.0% | 4,331 | $209K |
| Searle & Co. | 0.06% | New | 4,337 | $209K |
| Dover Advisors, LLC | 0.12% | New | 4,300 | $207K |
| Destiny Wealth Partners, LLC | 0.03% | New | 4,285 | $206K |
| Composition Wealth, LLC | 0.00% | New | 4,262 | $205K |
| Texas Bank & Trust Co | 0.08% | — | 4,190 | $202K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | Reduce -10.0% | 4,185 | $202K |
| Icon Wealth Advisors, LLC | 0.02% | Add +4.0% | 4,000 | $193K |
| Roxbury Financial LLC | 0.19% | — | 3,745 | $192K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +40.8% | 3,986 | $192K |
| Heck Capital Advisors, LLC | 0.02% | Add +649.7% | 3,936 | $190K |
| Larson Financial Group LLC | 0.01% | Reduce -31.9% | 3,837 | $185K |
| Transce3nd, LLC | 0.06% | — | 3,642 | $179K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.5% | 3,765 | $175K |
| AE Wealth Management LLC | 0.00% | New | 3,376 | $163K |
| NFSG Corp | 0.04% | Reduce -12.6% | 3,352 | $161K |
| Montag A & Associates Inc. | 0.01% | Add +1.1% | 3,171 | $153K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,150 | $152K |
| Fifth Third Bancorp | 0.00% | No change | 3,145 | $151K |
| Wellington Shields & Co., LLC | 0.04% | No change | 3,020 | $145K |
| Rye Brook Capital LLC | 0.17% | No change | 3,000 | $144K |
| FNY Investment Advisers, LLC | 0.08% | New | 3,000 | $144K |
| Arlington Trust Co LLC | 0.03% | No change | 2,957 | $142K |
| Whittier Trust Co. | 0.00% | Add +1.8% | 2,949 | $142K |
| Hilltop National Bank | 0.04% | No change | 2,800 | $135K |
| Hara Capital LLC | 0.08% | No change | 2,740 | $132K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +22.7% | 14,657 | $125K |
| Elevation Wealth Partners, LLC | 0.05% | Add +1.9% | 2,267 | $109K |
| PSI Advisors, LLC | 0.03% | Reduce -4.5% | 2,096 | $101K |
| Mb, Levis & Associates, LLC | 0.05% | Add +2.0% | 2,061 | $99K |
| Venturi Wealth Management, LLC | 0.00% | Add +3161.3% | 2,022 | $97K |
| Princeton Global Asset Management LLC | 0.02% | No change | 2,000 | $96K |
| Zions Bancorporation, N.A. | 0.01% | No change | 2,000 | $96K |
| Atticus Wealth Management, LLC | 0.03% | Add +0.4% | 1,965 | $95K |
| CENTRAL TRUST Co | 0.00% | Reduce -9.3% | 1,944 | $94K |
| Albion Financial Group | 0.01% | No change | 1,940 | $93K |
| Kathleen S. Wright Associates Inc. | 0.04% | Add +17.1% | 1,810 | $87K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +53.6% | 1,720 | $83K |
| Eastern Bank | 0.00% | No change | 1,720 | $83K |
| Putney Financial Group LLC | 0.07% | — | 1,646 | $79K |
| Ancora Advisors LLC | 0.00% | Add +1.3% | 1,595 | $77K |
| Geneos Wealth Management Inc. | 0.00% | Add +159.5% | 1,570 | $76K |
| Hexagon Capital Partners LLC | 0.01% | Add +6.2% | 1,535 | $74K |
| Colonial Trust Advisors | 0.01% | No change | 1,495 | $72K |
| Walleye Trading LLC | 0.00% | Reduce -55.9% | 1,457 | $70K |
| Summer Road LLC | 0.06% | Add +0.5% | 1,449 | $70K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -6.7% | 1,441 | $69K |
| Eagle Bay Advisors LLC | 0.04% | Add +2.0% | 1,438 | $69K |
| Flagship Wealth Advisors, LLC | 0.04% | — | 1,300 | $63K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $61K |
| Friedenthal Financial | 0.03% | No change | 1,241 | $60K |
| 10Elms LLP | 0.07% | — | 1,150 | $55K |
| Optimum Investment Advisors | 0.02% | No change | 1,000 | $48K |
| Ascentis Wealth Management, LLC | 0.02% | Add +13.0% | 982 | $47K |
| Capital Analysts, LLC | 0.00% | Add +102.8% | 955 | $46K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.2% | 838 | $40K |
| City State Bank | 0.01% | New | 837 | $40K |
| First United Bank & Trust | 0.01% | No change | 834 | $40K |
| Founders Capital Management | 0.02% | No change | 808 | $39K |
| Sandy Spring Bank | 0.00% | Reduce -41.0% | 794 | $38K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 791 | $38K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $38K |
| Principia Wealth Advisory, LLC | 0.04% | — | 786 | $38K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 760 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -78.5% | 745 | $36K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $32K |
| Hurley Capital, LLC | 0.03% | — | 658 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +400.0% | 625 | $30K |
| Red Tortoise LLC | 0.02% | No change | 600 | $29K |
| GS Investments, Inc. | 0.01% | No change | 600 | $29K |
| McIlrath & Eck, LLC | 0.00% | Reduce -17.8% | 599 | $29K |
| Archer Investment Corp | 0.01% | No change | 543 | $26K |
| Atlatl Advisers LLC | 0.01% | — | 500 | $24K |
| Summit Securities Group LLC | 0.01% | New | 500 | $24K |
| Rothschild Investment LLC | 0.00% | New | 500 | $24K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 453 | $24K |
| City Holding Co. | 0.00% | No change | 500 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +8.8% | 494 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.0% | 450 | $22K |
| Park Square Financial Group, LLC | 0.01% | — | 437 | $21K |
| Financially Speaking Inc | 0.01% | — | 428 | $21K |
| Financial Perspectives, Inc | 0.01% | New | 408 | $20K |
| Logan Capital Management Inc. | 0.00% | No change | 400 | $19K |
| UMB Bank, n.a. | 0.00% | No change | 400 | $19K |
| Smartleaf Asset Management LLC | 0.00% | New | 400 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 397 | $19K |
| Parkside Financial Bank & Trust | 0.00% | No change | 395 | $19K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -14.8% | 367 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -66.3% | 366 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 326 | $17K |
| CGC Financial Services, LLC | 0.01% | Reduce -6.3% | 325 | $16K |
| Mascoma Wealth Management LLC | 0.00% | New | 315 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $14K |
| Lee Danner & Bass Inc. | 0.00% | New | 290 | $14K |
| Wiser Advisor Group LLC | 0.02% | Add +1.9% | 271 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -7.1% | 260 | $13K |
| FSA Wealth Management LLC | 0.01% | No change | 260 | $13K |
| Aventura Private Wealth, LLC | 0.01% | — | 247 | $12K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 245 | $12K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 245 | $11K |
| Country Trust Bank | 0.00% | No change | 220 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 216 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 206 | $10K |
| Beacon Capital Management, LLC | 0.00% | No change | 206 | $10K |
| Kings Path Partners LLC | 0.00% | New | 200 | $10K |
| Davis Capital Management | 0.01% | Add +2.1% | 192 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 180 | $9K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 171 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 168 | $8K |
| Avion Wealth | 0.00% | No change | 168 | $8K |
| Independence Bank of Kentucky | 0.00% | No change | 160 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $7K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| Arax Advisory Partners | 0.00% | No change | 128 | $6K |
| Steph & Co. | 0.00% | No change | 126 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 120 | $6K |
| Oarsman Capital, Inc. | 0.00% | Add +5.7% | 111 | $5K |
| Abound Wealth Management | 0.00% | Add +2.8% | 111 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 91 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 85 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -80.7% | 60 | $3K |
| Assetmark, Inc. | 0.00% | Add +211.1% | 56 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 52 | $3K |
| Measured Risk Portfolios, Inc. | 0.00% | — | 50 | $2K |
| Signaturefd, LLC | 0.00% | No change | 50 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 44 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 33 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 25 | $1K |
| REAP Financial Group, LLC | 0.00% | New | 25 | $1K |
| Lanark Financial, Inc. | 0.09% | — | 20 | $969 |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $867 |
| Creekmur Asset Management LLC | 0.00% | Reduce -20.0% | 4 | $202 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.