Alerian MLP ETFAMLPETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 736 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 17 from Q4 2024. 76 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($789.6M), Bank of America Corp. ($436.2M) and Goldman Sachs Group Inc. ($380.5M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alerian MLP ETF
- Filed as
- ALPS ETF TR (Q1 2025)
- CUSIP
- 00162Q452
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $93.5M |
| Exits | 57 | $120.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,289,723 shares bought and 5,252,649 shares sold, net +5,037,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 736 holders
| Morgan Stanley | 0.06% | Add +7.1% | 15,202,736 | $789.6M |
| Bank of America Corp. | 0.04% | Add +2.0% | 8,398,554 | $436.2M |
| Goldman Sachs Group Inc. | 0.07% | Add +0.1% | 7,325,887 | $380.5M |
| Wells Fargo & Company | 0.09% | Add +12.1% | 7,061,697 | $366.8M |
| UBS Group AG | 0.04% | Add +22.3% | 3,393,868 | $176.3M |
| LPL Financial LLC | 0.07% | Add +15.6% | 3,238,970 | $168.2M |
| Allen Investment Management, LLC | 1.87% | Add +31.6% | 3,080,512 | $160.0M |
| Raymond James Financial Inc. | 0.05% | Add +18.6% | 2,563,333 | $133.1M |
| Creative Planning | 0.11% | Reduce -1.3% | 2,269,202 | $117.9M |
| Royal Bank of Canada | 0.02% | Reduce -0.6% | 1,803,093 | $93.7M |
| Ameriprise Financial Inc. | 0.02% | Add +0.2% | 1,372,051 | $71.3M |
| Naviter Wealth, LLC | 7.04% | Add +4.1% | 1,116,240 | $58.1M |
| Stifel Financial Corp. | 0.06% | Add +1.6% | 1,109,643 | $57.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -22.3% | 1,099,132 | $57.1M |
| Stephens Inc. | 0.81% | Reduce -1.5% | 1,063,408 | $55.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.7% | 935,988 | $48.6M |
| Tiaa Trust, National Association | 0.15% | Reduce -0.3% | 909,442 | $47.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -6.5% | 881,398 | $45.8M |
| Deutsche Bank AG | 0.01% | No change | 705,545 | $36.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.5% | 705,284 | $36.6M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.1% | 675,240 | $35.1M |
| US Bancorp \de | 0.04% | Add +62.7% | 565,681 | $29.4M |
| Janney Montgomery Scott LLC | 0.08% | Add +40.1% | 538,685 | $28.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +37.4% | 533,945 | $27.7M |
| EP Wealth Advisors, LLC | 0.22% | Add +1.4% | 530,502 | $27.6M |
| Blair William & Co. | 0.08% | Add +3.5% | 521,816 | $27.1M |
| School Employees Retirement Board of Ohio | 15.26% | No change | 506,822 | $26.3M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +26.8% | 471,521 | $24.5M |
| New Harbor Financial Group, LLC | 6.43% | Add +89.2% | 465,660 | $24.2M |
| Choreo, LLC | 0.37% | Reduce -7.3% | 463,885 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +69.9% | 446,713 | $23.2M |
| Proficio Capital Partners LLC | 1.77% | Add +1.2% | 440,000 | $22.9M |
| Captrust Financial Advisors | 0.06% | Reduce -2.4% | 437,871 | $22.7M |
| NewEdge Advisors, LLC | 0.13% | Add +4.1% | 422,755 | $22.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +23.4% | 418,118 | $21.7M |
| First American Trust, FSB | 1.95% | Add +3.5% | 407,144 | $21.1M |
| Maryland State Retirement & Pension System | 0.49% | No change | 399,453 | $20.7M |
| Cetera Investment Advisers | 0.04% | Reduce -1.3% | 355,245 | $18.5M |
| Prospera Financial Services Inc | 0.40% | Add +65.7% | 335,026 | $17.4M |
| Searcy Financial Services Inc. | 7.50% | Add +1.2% | 333,971 | $17.3M |
| Allen Wealth Management, LLC | 11.32% | Reduce -2.5% | 316,648 | $16.4M |
| Spirepoint Private Client, LLC | 2.10% | Add +10.3% | 309,897 | $16.1M |
| Enclave Advisors LLC | 2.74% | Add +11.1% | 309,203 | $16.1M |
| Summit Financial Wealth Advisors, LLC | 3.17% | Add +0.7% | 307,188 | $16.0M |
| B&D White Capital Company, LLC | 2.33% | Add +509.4% | 304,679 | $15.8M |
| Ball & Co Wealth Management Inc. | 16.40% | Add +1.9% | 294,595 | $15.3M |
| Checchi Capital Advisers, LLC | 1.07% | Add +21.2% | 291,331 | $15.1M |
| Violich Capital Management, Inc. | 2.01% | Add +1.3% | 286,540 | $14.9M |
| Wealth Alliance, LLC | 1.70% | Reduce -6.6% | 270,699 | $14.1M |
| Nomura Asset Management Co. Ltd. | 0.04% | New | 267,900 | $13.9M |
| Tectonic Advisors LLC | 0.85% | Add +7.0% | 260,828 | $13.5M |
| Fourpath Capital Management, LLC | 2.23% | Add +3.8% | 247,016 | $12.8M |
| IronBridge Private Wealth, LLC | 5.00% | Reduce -0.6% | 244,343 | $12.7M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +3.7% | 243,909 | $12.7M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +3.7% | 243,909 | $12.7M |
| Novare Capital Management LLC | 1.10% | Add +0.4% | 241,348 | $12.5M |
| Fortem Financial Group, LLC | 4.88% | Add +2.7% | 241,336 | $12.5M |
| FWL Investment Management, LLC | 4.55% | Add +8.6% | 235,596 | $12.2M |
| Baldwin Wealth Partners LLC | 0.83% | Reduce -5.9% | 228,198 | $11.9M |
| D.A. Davidson & Co. | 0.09% | Add +40.8% | 219,178 | $11.4M |
| Riggs Asset Managment Co. Inc. | 3.24% | Add +4.6% | 218,167 | $11.3M |
| Hilton Capital Management, LLC | 0.96% | New | 216,726 | $11.3M |
| Vista Finance, LLC | 9.74% | Add +41.2% | 216,247 | $11.2M |
| Allworth Financial LP | 0.06% | Reduce -1.9% | 222,223 | $11.0M |
| Private Advisor Group, LLC | 0.06% | Add +4.9% | 202,747 | $10.5M |
| North Star Investment Management Corp. | 0.76% | Add +1.1% | 199,475 | $10.4M |
| Shikiar Asset Management Inc. | 3.40% | Reduce -2.3% | 196,300 | $10.2M |
| Rokos Capital Management LLP | 0.28% | New | 189,814 | $9.9M |
| Spectrum Wealth Counsel, LLC | 1.15% | Reduce -0.6% | 184,261 | $9.6M |
| Muhlenkamp & Co. Inc. | 3.00% | Add +0.9% | 176,704 | $9.2M |
| Nicolet Advisory Services, LLC | 0.90% | Reduce -2.0% | 198,683 | $9.1M |
| Elgethun Capital Management | 2.02% | Add +1.3% | 173,982 | $9.0M |
| Truffle Hound Capital, LLC | 5.66% | Reduce -22.7% | 170,000 | $8.8M |
| ORG Partners LLC | 2.23% | Add +85.0% | 173,636 | $8.8M |
| PFG Advisors | 0.49% | Reduce -10.3% | 167,877 | $8.7M |
| Evergreen Capital Management LLC | 0.29% | Add +0.6% | 164,745 | $8.6M |
| IFP Advisors, Inc | 0.26% | Reduce -2.1% | 164,714 | $8.6M |
| Oxbow Advisors, LLC | 0.92% | Add +3.8% | 163,081 | $8.5M |
| Williams Jones Wealth Management, LLC. | 0.11% | Reduce -3.3% | 162,772 | $8.5M |
| Aprio Wealth Management, LLC | 1.05% | Add +142.8% | 160,846 | $8.4M |
| Brick & Kyle, Associates | 3.84% | Add +6.5% | 161,411 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +139.6% | 156,304 | $8.1M |
| L & S Advisors Inc | 1.13% | Add +4.1% | 154,083 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +19.5% | 152,418 | $7.9M |
| Commerce Bank | 0.05% | Add +1.4% | 151,295 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +25.4% | 148,780 | $7.7M |
| Advisory Services Network, LLC | 0.15% | Add +4.6% | 148,529 | $7.7M |
| Denali Advisors LLC | 0.87% | Reduce -0.4% | 147,840 | $7.7M |
| Jones Financial Companies LLLP | 0.01% | Add +37.6% | 144,614 | $7.5M |
| Left Brain Wealth Management, LLC | 3.29% | Reduce -0.7% | 144,935 | $7.5M |
| Punch & Associates Investment Management, Inc. | 0.50% | Reduce -16.4% | 144,436 | $7.5M |
| Madison Park Capital Advisors, LLC | 6.22% | Add +1.3% | 136,397 | $7.1M |
| Lake Hills Wealth Management, LLC | 4.89% | Reduce -15.3% | 136,254 | $7.1M |
| Nicolet Bankshares Inc. | 1.41% | Reduce -3.1% | 135,426 | $7.0M |
| Citigroup Inc. | 0.01% | Add +19.8% | 134,959 | $7.0M |
| Lido Advisors, LLC | 0.04% | Add +30.1% | 130,111 | $6.8M |
| Fortis Group Advisors, LLC | 1.30% | Add +7.2% | 128,459 | $6.7M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -23.0% | 128,085 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -1.1% | 127,209 | $6.6M |
| NorthCoast Asset Management LLC | 0.03% | New | 125,924 | $6.5M |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.