Alerian MLP ETFAMLPETF

13F holders, Q1 2025 (March 31)
736holders +17
76new positions
57sold out
5famous investors
$51.76avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions76$93.5M
Exits57$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.

Show all 736 holders