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
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 |
| LYNX Capital Group Ltd. | 3.25% | Add +18.3% | 121,446 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +191.7% | 121,273 | $6.3M |
| Kingsview Wealth Management, LLC | 0.12% | Add +23.1% | 120,719 | $6.3M |
| Cary Street Partners Financial LLC | 0.20% | Add +1.8% | 119,814 | $6.2M |
| Trivium Point Advisory, LLC | 0.76% | Add +14.7% | 117,656 | $6.1M |
| NTV Asset Management LLC | 0.79% | Add +4.8% | 113,956 | $5.9M |
| Ripple Effect Asset Management LP | 6.82% | New | 109,397 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +0.7% | 109,230 | $5.7M |
| DAVENPORT & Co LLC | 0.03% | Add +21.1% | 106,628 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -17.1% | 106,269 | $5.5M |
| Herbst Group, LLC | 3.90% | Add +5.2% | 106,113 | $5.5M |
| Cyndeo Wealth Partners, LLC | 0.36% | Reduce -1.7% | 104,920 | $5.4M |
| Eagle Strategies LLC | 0.92% | Reduce -1.5% | 102,179 | $5.3M |
| Comerica Bank | 0.02% | Add +14.8% | 101,901 | $5.3M |
| Focus Partners Wealth | 0.01% | Add +4.8% | 100,912 | $5.2M |
| Mariner, LLC | 0.01% | Add +9.3% | 99,910 | $5.2M |
| Regency Capital Management Inc.\DE | 3.06% | Reduce -0.4% | 98,670 | $5.1M |
| Independent Financial Group, LLC | 0.18% | Reduce -2.3% | 98,466 | $5.1M |
| Southern Farm Bureau Life Insurance | 0.74% | No change | 97,825 | $5.1M |
| Financial Sense Advisors, Inc. | 1.44% | Add +45.2% | 97,261 | $5.1M |
| Haven Private, LLC | 2.79% | Add +6.2% | 94,854 | $4.9M |
| Clark Capital Management Group, Inc. | 0.03% | Add +1.6% | 93,857 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +4.8% | 93,083 | $4.8M |
| RiverTree Advisors, LLC | 3.20% | Add +0.9% | 92,109 | $4.8M |
| &partners | 0.05% | Add +205.3% | 91,697 | $4.8M |
| Cowa, LLC | 2.02% | Reduce -5.2% | 90,964 | $4.7M |
| CW Advisors, LLC | 0.06% | Add +3.1% | 90,722 | $4.7M |
| White Pine Investment CO | 1.26% | Reduce -0.2% | 90,309 | $4.7M |
| Griffin Asset Management, Inc. | 0.57% | Add +22.9% | 90,122 | $4.7M |
| Oppenheimer & Co. Inc. | 0.07% | Add +7.3% | 89,570 | $4.7M |
| AlphaCore Capital LLC | 0.39% | New | 89,273 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -62.1% | 88,573 | $4.6M |
| Truist Financial Corp. | 0.01% | Reduce -5.4% | 87,622 | $4.6M |
| Integrated Advisors Network LLC | 0.23% | Reduce -30.4% | 87,323 | $4.5M |
| Mills Wealth Advisors LLC | 2.40% | Add +10.3% | 87,110 | $4.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -0.3% | 85,534 | $4.4M |
| Stansberry Asset Management, LLC | 0.55% | New | 84,520 | $4.4M |
| TKG Advisors, LLC | 2.14% | Reduce -1.7% | 83,494 | $4.3M |
| Essex Financial Services, Inc. | 0.31% | Add +9.4% | 82,969 | $4.3M |
| Salem Investment Counselors Inc. | 0.15% | Add +19.9% | 82,779 | $4.3M |
| Congress Asset Management Co. | 0.03% | Reduce -3.1% | 82,648 | $4.3M |
| SMART Wealth LLC | 1.51% | Add +3.6% | 81,266 | $4.2M |
| 1 North Wealth Services LLC | 1.95% | Reduce -14.6% | 80,950 | $4.2M |
| 5th Street Advisors, LLC | 2.01% | New | 80,302 | $4.2M |
| Townsquare Capital LLC | 0.04% | Add +1378.7% | 80,220 | $4.2M |
| SteelPeak Wealth, LLC | 0.18% | Add +11.9% | 79,378 | $4.1M |
| MGB Wealth Management, LLC | 1.44% | Add +29.5% | 76,598 | $4.0M |
| Continental Advisors LLC | 2.92% | Reduce -8.5% | 75,723 | $3.9M |
| Sigma Planning Corp | 0.13% | Add +46.3% | 75,688 | $3.9M |
| Mayflower Financial Advisors, LLC | 0.59% | Add +5.6% | 74,658 | $3.9M |
| GAMCO Investors | 0.04% | Add +299.2% | 73,780 | $3.8M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Add +7.2% | 73,644 | $3.8M |
| SCS Capital Management LLC | 0.05% | New | 72,608 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +50.4% | 69,299 | $3.6M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -14.9% | 68,916 | $3.6M |
| Belpointe Asset Management LLC | 0.19% | Add +292.5% | 68,590 | $3.6M |
| Tradewinds, LLC. | 1.00% | Add +8.6% | 68,057 | $3.5M |
| Advisors Asset Management, Inc. | 0.07% | Add +104.4% | 67,460 | $3.5M |
| G&S Capital LLC | 1.45% | Reduce -3.0% | 65,851 | $3.4M |
| Good Steward Wealth Advisors,LLC | 3.11% | — | 65,704 | $3.4M |
| Hancock Whitney Corp. | 0.11% | Add +7.3% | 63,951 | $3.3M |
| Brown Advisory Inc. | 0.00% | Add +289.6% | 63,602 | $3.3M |
| Chicago Partners Investment Group LLC | 0.11% | Add +10.8% | 68,669 | $3.3M |
| Bullseye Investment Management, LLC | 2.08% | Add +10.1% | 62,675 | $3.3M |
| Berkeley Capital Partners, LLC | 0.89% | Add +0.3% | 62,115 | $3.2M |
| Heartwood Wealth Advisors LLC | 0.37% | Add +2.2% | 62,046 | $3.2M |
| Horizon Kinetics Asset Management LLC | 0.04% | Add +0.5% | 61,330 | $3.2M |
| Allen Capital Group, LLC | 0.36% | Add +8.2% | 60,929 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +56.8% | 60,110 | $3.1M |
| Jaffetilchin Investment Partners, LLC | 0.22% | Reduce -8.4% | 59,572 | $3.1M |
| Freestone Capital Holdings, LLC | 0.11% | Add +3.2% | 58,484 | $3.0M |
| Forte Asset Management LLC | 1.53% | Add +1.7% | 58,305 | $3.0M |
| Financial Advocates Investment Management | 0.21% | Reduce -2.1% | 58,082 | $3.0M |
| Sculati Wealth Management, LLC | 1.22% | Add +0.6% | 57,956 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +3.9% | 57,902 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +16.6% | 57,868 | $3.0M |
| Regal Investment Advisors LLC | 0.24% | Add +103.1% | 57,738 | $3.0M |
| Greatmark Investment Partners, Inc. | 0.41% | No change | 57,290 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +16.1% | 56,802 | $3.0M |
| FFG Retirement Advisors LLC | 1.98% | Add +18.4% | 56,098 | $2.9M |
| Wilmington Savings Fund Society, FSB | 0.05% | No change | 55,779 | $2.9M |
| Trek Financial, LLC | 0.21% | Add +23.9% | 54,905 | $2.9M |
| Johnson Investment Counsel Inc. | 0.03% | Add +0.9% | 54,590 | $2.8M |
| Continuum Advisory, LLC | 0.36% | Add +1.2% | 54,390 | $2.8M |
| Mainstay Capital Management LLC | 0.39% | Reduce -0.7% | 54,378 | $2.8M |
| SAM Advisors, LLC | 1.05% | Reduce -0.2% | 54,201 | $2.8M |
| Balefire, LLC | 0.94% | Reduce -5.0% | 52,932 | $2.7M |
| Jackson Hole Capital Partners, LLC | 0.54% | Add +0.2% | 52,418 | $2.7M |
| Cascade Financial Partners, LLC | 0.34% | Reduce -2.5% | 52,021 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.33% | Reduce -7.0% | 51,829 | $2.7M |
| Payne Capital Management, LLC | 1.15% | Reduce -0.1% | 51,751 | $2.7M |
| Cypress Capital Management LLC (WY) | 3.18% | Reduce -2.6% | 51,276 | $2.7M |
| Blue Trust, Inc. | 0.03% | Add +39.4% | 51,037 | $2.7M |
| Hilltop Holdings Inc. | 0.17% | Add +19.8% | 50,385 | $2.6M |
| WealthBridge Capital Management, LLC | 0.73% | Add +2.3% | 49,900 | $2.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -37.5% | 49,866 | $2.6M |
| Stamos Capital Partners, L.P. | 0.67% | Add +18.3% | 49,273 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +14.3% | 48,651 | $2.5M |
| Compound Planning, Inc. | 0.12% | Add +172.2% | 48,528 | $2.5M |
| Sterling Investment Management, LLC | 1.78% | Add +54.9% | 48,216 | $2.5M |
| Lake Street Private Wealth, LLC | 0.41% | Add +0.1% | 48,065 | $2.5M |
| VestGen Advisors, LLC | 0.11% | — | 47,486 | $2.5M |
| Bollard Group LLC | 0.06% | Add +6.3% | 47,042 | $2.4M |
| Main Street Financial Solutions, LLC | 0.21% | Reduce -6.9% | 46,660 | $2.4M |
| Clare Market Investments LLC | 0.64% | Add +105.2% | 46,432 | $2.4M |
| ArchPoint Investors | 0.79% | No change | 46,325 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Add +36.0% | 45,776 | $2.4M |
| Delta Investment Management, LLC | 0.46% | Reduce -2.7% | 44,077 | $2.3M |
| Resonant Capital Advisors, LLC | 0.16% | Add +0.1% | 43,478 | $2.3M |
| Private Advisory Group LLC | 0.26% | Reduce -52.5% | 43,399 | $2.3M |
| Activest Wealth Management | 0.59% | Add +0.0% | 42,454 | $2.2M |
| Barry Investment Advisors, LLC | 0.59% | Add +0.5% | 42,444 | $2.2M |
| Renaissance Technologies | 0.00% | New | 42,300 | $2.2M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -0.4% | 41,887 | $2.2M |
| Brighton Jones LLC | 0.07% | Reduce -8.8% | 40,852 | $2.1M |
| Graypoint LLC | 0.13% | Add +1.3% | 40,474 | $2.1M |
| Perigon Wealth Management, LLC | 0.05% | Add +2.4% | 40,034 | $2.1M |
| Philadelphia Trust Co. | 0.18% | Reduce -6.1% | 39,946 | $2.1M |
| Samalin Investment Counsel, LLC | 0.84% | Reduce -8.6% | 39,911 | $2.1M |
| Sierra Capital LLC | 0.25% | Add +8.3% | 39,891 | $2.1M |
| World Investment Advisors | 0.05% | Add +7.6% | 39,869 | $2.1M |
| Titleist Asset Management, LLC | 0.24% | Add +6.6% | 39,797 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Add +99.8% | 39,199 | $2.0M |
| First Merchants Corp. | 0.08% | No change | 39,087 | $2.0M |
| Palouse Capital Management, Inc. | 1.37% | Reduce -0.1% | 38,739 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | Add +295.1% | 38,695 | $2.0M |
| Invesco Ltd. | 0.00% | Reduce -3.2% | 38,627 | $2.0M |
| Oak Family Advisors, LLC | 0.82% | Add +76.7% | 37,888 | $2.0M |
| Providence First Trust Co | 0.80% | Add +5.2% | 37,847 | $2.0M |
| Covenant Asset Management, LLC | 0.49% | Add +7.9% | 37,382 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +186.9% | 37,351 | $1.9M |
| Fortis Advisors, LLC | 1.26% | Add +1.9% | 37,232 | $1.9M |
| Franklin Resources Inc. | 0.00% | New | 37,037 | $1.9M |
| Private Trust Co. NA | 0.19% | Add +25.4% | 35,885 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +7.0% | 35,750 | $1.9M |
| RFG Advisory, LLC | 0.05% | Add +354.2% | 35,444 | $1.8M |
| Easterly Investment Partners LLC | 0.15% | Reduce -3.5% | 35,318 | $1.8M |
| Aviance Capital Partners, LLC | 0.25% | Reduce -0.2% | 34,828 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -31.2% | 34,223 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +5.8% | 34,412 | $1.8M |
| FMR LLC | 0.00% | Add +14.8% | 33,886 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +68.8% | 33,847 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.46% | Reduce -57.0% | 33,553 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -24.5% | 33,448 | $1.7M |
| Founders Financial Securities LLC | 0.15% | Reduce -5.0% | 34,720 | $1.7M |
| International Assets Investment Management, LLC | 0.15% | Add +8.5% | 32,896 | $1.7M |
| Snowden Capital Advisors LLC | 0.06% | Add +265.6% | 32,887 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -36.4% | 32,841 | $1.7M |
| HCR Wealth Advisors | 0.22% | Add +3.2% | 32,640 | $1.7M |
| Blueprint Investment Partners LLC | 0.31% | Add +0.3% | 32,232 | $1.7M |
| Quartz Partners, LLC | 1.01% | Add +22.0% | 31,998 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +70.5% | 31,532 | $1.6M |
| Daymark Wealth Partners, LLC | 0.07% | New | 31,437 | $1.6M |
| Algorithmic Investment Models, LLC | 1.20% | New | 31,330 | $1.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -4.7% | 31,090 | $1.6M |
| HFG Wealth Management, LLC | 0.98% | Add +2.3% | 33,484 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +107.3% | 30,862 | $1.6M |
| TCFG Wealth Management, LLC | 0.81% | Add +17.1% | 30,828 | $1.6M |
| Pinion Investment Advisors, LLC | 0.35% | Add +135.5% | 30,782 | $1.6M |
| Southport Management, L.L.C. | 6.84% | No change | 30,500 | $1.6M |
| GoalVest Advisory LLC | 0.42% | Add +19.9% | 29,623 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -6.7% | 29,314 | $1.5M |
| Arkos Global Advisors | 0.22% | No change | 28,910 | $1.5M |
| Smart Portfolios, LLC | 1.62% | Reduce -0.6% | 28,714 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.20% | Add +8.8% | 28,551 | $1.5M |
| Aurora Private Wealth, Inc. | 1.18% | Add +0.6% | 28,501 | $1.5M |
| Novem Group | 0.21% | Add +2.4% | 28,481 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Reduce -4.3% | 28,422 | $1.5M |
| Collar Capital Management, LLC | 1.32% | Add +1.5% | 28,095 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +1.9% | 27,995 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -15.5% | 27,781 | $1.4M |
| Ingalls & Snyder LLC | 0.05% | Add +1.4% | 27,760 | $1.4M |
| Granite Group Advisors, LLC | 1.00% | Add +0.4% | 27,729 | $1.4M |
| Wellington Shields Capital Management, LLC | 0.26% | Add +383.1% | 27,270 | $1.4M |
| Boyce & Associates Wealth Consulting, Inc. | 1.40% | Add +7.7% | 26,904 | $1.4M |
| Nvwm, LLC | 0.37% | Reduce -44.6% | 26,807 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +80.7% | 26,661 | $1.4M |
| Westside Investment Management, Inc. | 0.29% | Reduce -2.8% | 26,631 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +77.1% | 26,576 | $1.4M |
| Wakefield Asset Management LLLP | 0.42% | Reduce -10.9% | 26,524 | $1.4M |
| WMG Financial Advisors, LLC | 0.58% | Add +64.9% | 26,476 | $1.4M |
| Cura Wealth Advisors, LLC | 0.55% | No change | 26,333 | $1.4M |
| LMCG Investments, LLC | 0.09% | Add +28.2% | 26,073 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -0.9% | 25,925 | $1.3M |
| Sound Financial Strategies Group, LLC | 1.20% | New | 25,876 | $1.3M |
| First PREMIER Bank | 0.34% | No change | 25,859 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -76.2% | 25,851 | $1.3M |
| Beirne Wealth Consulting Services, LLC | 0.48% | Add +16.5% | 25,782 | $1.3M |
| Nwam LLC | 0.11% | Reduce -84.4% | 25,717 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +32.7% | 25,681 | $1.3M |
| Disciplined Investors, L.L.C. | 1.19% | Add +14.8% | 25,436 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -89.5% | 27,414 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +60.4% | 25,320 | $1.3M |
| Strategy Asset Managers LLC | 0.27% | Add +3.0% | 25,114 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.2% | 28,852 | $1.3M |
| Lavaca Capital LLC | 0.59% | Reduce -0.4% | 24,900 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +16.0% | 24,884 | $1.3M |
| Albion Financial Group | 0.09% | Add +1167.2% | 24,584 | $1.3M |
| First Commonwealth Financial Corp | 0.30% | No change | 24,472 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 24,483 | $1.3M |
| Smithfield Trust Co | 0.06% | Add +151.2% | 24,442 | $1.3M |
| Pointe Capital Management LLC | 0.74% | Reduce -5.4% | 24,230 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 23,704 | $1.2M |
| CPA Asset Management Group, LLC | 0.54% | No change | 23,585 | $1.2M |
| MBA Advisors LLC | 0.60% | Add +11.2% | 23,533 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +163.8% | 23,508 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.63% | Reduce -17.4% | 25,288 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Reduce -5.7% | 22,918 | $1.2M |
| Bank of Montreal | 0.00% | Add +47.2% | 22,765 | $1.2M |
| PFG Investments, LLC | 0.08% | Add +38.7% | 22,718 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +108.1% | 22,538 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +57.4% | 22,497 | $1.2M |
| Powell Investment Advisors, LLC | 0.57% | Add +0.2% | 22,487 | $1.2M |
| Fiduciary Trust Co | 0.02% | Reduce -43.1% | 22,418 | $1.2M |
| Tyler-Stone Wealth Management | 0.21% | Add +1.6% | 22,148 | $1.2M |
| Perissos Private Wealth Management, LLC | 1.04% | Add +1.4% | 21,956 | $1.1M |
| Flaharty Asset Management, LLC | 0.16% | Add +3.4% | 21,914 | $1.1M |
| Dearborn Partners LLC | 0.05% | Reduce -20.8% | 21,753 | $1.1M |
| Islay Capital Management, LLC | 0.77% | Reduce -0.7% | 21,693 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Add +71.5% | 21,585 | $1.1M |
| Lanark Financial, Inc. | 0.09% | — | 21,306 | $1.1M |
| Total Wealth Planning & Management, Inc. | 1.13% | Add +4.6% | 21,156 | $1.1M |
| Tempus Wealth Planning, LLC | 0.32% | New | 20,855 | $1.1M |
| Vigilare Wealth Management | 0.43% | Add +44.3% | 20,625 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Add +75.1% | 20,537 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +3.3% | 20,452 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.6% | 20,434 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.9% | 20,362 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +2.6% | 20,326 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 20,000 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +6.5% | 19,832 | $1.0M |
| Indie Asset Partners, LLC | 0.89% | No change | 19,775 | $1.0M |
| Fiducient Advisors LLC | 0.13% | Add +159.8% | 19,766 | $1.0M |
| BBR Partners, LLC | 0.07% | No change | 19,739 | $1.0M |
| Patten & Patten Inc. | 0.07% | Reduce -15.9% | 19,639 | $1.0M |
| Venture Visionary Partners LLC | 0.04% | Add +48.4% | 19,545 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +18.8% | 19,032 | $989K |
| Highland Capital Management, LLC | 0.06% | Add +199.8% | 18,866 | $980K |
| Ieq Capital, LLC | 0.01% | Add +86.8% | 18,806 | $977K |
| Brookstone Capital Management | 0.01% | Reduce -20.0% | 18,523 | $962K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -20.4% | 18,311 | $951K |
| FWG Holdings, LLC | 0.47% | Add +11.8% | 19,272 | $948K |
| Tandem Financial, LLC | 1.03% | Add +35.6% | 18,120 | $941K |
| Raab & Moskowitz Asset Management LLC | 0.24% | Add +2.2% | 18,060 | $938K |
| McDonald Partners LLC | 0.24% | Add +0.7% | 18,042 | $937K |
| Mezzasalma Advisors, LLC | 0.32% | Add +1.9% | 17,913 | $930K |
| DDFG, Inc | 0.25% | Add +34.0% | 17,554 | $912K |
| Keebeck Wealth Management | 0.13% | Add +10.5% | 17,553 | $912K |
| Provenance Wealth Advisors, LLC | 0.13% | No change | 17,483 | $908K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +9.8% | 17,064 | $886K |
| D. E. Shaw & Co. | 0.00% | Reduce -96.6% | 17,015 | $884K |
| Sowell Financial Services LLC | 0.04% | Add +1.5% | 17,014 | $884K |
| Smith, Moore & Co. | 0.08% | Add +12.8% | 16,986 | $882K |
| one8zero8, LLC | 0.21% | Add +3.0% | 16,900 | $878K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -0.6% | 16,885 | $877K |
| Auour Investments LLC | 0.32% | Add +1.2% | 18,171 | $877K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +36.7% | 16,819 | $874K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 16,808 | $873K |
| Arkadios Wealth Advisors | 0.03% | Add +127.0% | 16,722 | $869K |
| Trilogy Capital Inc. | 0.05% | No change | 16,665 | $866K |
| Summit Financial, LLC | 0.02% | Add +1.6% | 16,627 | $864K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -3.2% | 16,383 | $851K |
| Wealthfront Advisers LLC | 0.00% | Add +11.5% | 16,176 | $840K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -24.7% | 15,747 | $818K |
| Ulland Investment Advisors, LLC | 0.70% | Add +4.5% | 15,586 | $810K |
| Gould Asset Management LLC | 0.17% | Reduce -3.4% | 15,563 | $808K |
| Smithbridge Asset Management Inc. | 0.15% | — | 15,527 | $806K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -16.1% | 15,526 | $806K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +2.7% | 15,424 | $801K |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -1.1% | 15,400 | $800K |
| McGowan Group Asset Management, Inc. | 0.11% | Reduce -16.1% | 15,233 | $791K |
| Waldron Private Wealth LLC | 0.04% | Reduce -6.9% | 15,148 | $787K |
| Mainsail Asset Management, LLC | 0.54% | No change | 15,136 | $786K |
| Edge Wealth Management LLC | 0.16% | Add +0.1% | 14,776 | $767K |
| FF Advisors,LLC | 0.43% | Add +18.9% | 15,811 | $758K |
| Kovack Advisors, Inc. | 0.08% | Add +1.2% | 14,559 | $756K |
| Dumont & Blake Investment Advisors LLC | 0.21% | No change | 14,412 | $749K |
| Jeppson Wealth Management, LLC | 0.27% | Reduce -1.2% | 14,375 | $747K |
| Howard Wealth Management, LLC | 0.42% | Add +29.5% | 14,369 | $746K |
| Operose Advisors LLC | 0.25% | Add +0.1% | 14,295 | $742K |
| MAI Capital Management | 0.01% | Add +11.2% | 13,990 | $727K |
| Future Financial Wealth Managment LLC | 0.53% | New | 13,911 | $723K |
| Argent Advisors, Inc. | 0.24% | No change | 13,865 | $720K |
| Endowment Wealth Management, Inc. | 0.46% | Reduce -12.3% | 13,745 | $714K |
| WESPAC Advisors, LLC | 0.58% | New | 13,706 | $712K |
| Millennium Management | 0.00% | New | 13,648 | $709K |
| Advyzon Investment Management, LLC | 0.25% | Reduce -12.8% | 13,592 | $706K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 13,569 | $705K |
| BTG Pactual Asset Management US LLC | 0.09% | Reduce -7.9% | 13,499 | $701K |
| Maridea Wealth Management LLC | 0.23% | Add +3.3% | 13,487 | $701K |
| Miller Investment Management, LP | 0.08% | No change | 13,356 | $694K |
| Barometer Capital Management Inc. | 0.26% | New | 13,320 | $692K |
| Hamilton Wealth, LLC | 0.17% | Add +4.2% | 13,303 | $691K |
| Gateway Wealth Partners, LLC | 0.15% | Add +0.8% | 13,225 | $687K |
| Valtrion Capital Management, LLC | 0.92% | Reduce -21.8% | 13,203 | $686K |
| Retirement Financial Solutions, LLC | 0.27% | Add +32.1% | 13,114 | $681K |
| Novak & Powell Financial Services, Inc. | 0.42% | Add +5.4% | 13,089 | $680K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +66.8% | 13,011 | $676K |
| Americana Partners, LLC | 0.03% | Reduce -57.1% | 12,887 | $669K |
| GTS Securities LLC | 0.03% | New | 12,868 | $668K |
| Evexia Wealth LLC | 0.24% | Add +3.0% | 14,100 | $665K |
| Joel Isaacson & Co., LLC | 0.03% | New | 12,800 | $665K |
| Red Crane Wealth Management, LLC | 0.63% | Add +0.7% | 12,742 | $662K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +153.5% | 12,437 | $646K |
| WealthTrust Axiom LLC | 0.20% | Add +15.6% | 12,420 | $645K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 12,400 | $644K |
| Merit Financial Group, LLC | 0.01% | New | 12,291 | $638K |
| Investment Planning Advisors, Inc. | 0.26% | Add +75.7% | 12,269 | $637K |
| Wealth Effects LLC | 0.26% | Reduce -3.4% | 12,090 | $628K |
| Kercheville Advisors, LLC | 0.26% | Add +10.8% | 12,080 | $627K |
| Independent Advisor Alliance | 0.02% | Reduce -90.6% | 11,965 | $621K |
| MPWM Advisory Solutions, LLC | 0.45% | Add +49.6% | 11,872 | $617K |
| Armstrong Advisory Group, Inc. | 0.05% | No change | 12,804 | $617K |
| Burke & Herbert Bank & Trust Co. | 0.15% | No change | 11,835 | $615K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +63.2% | 11,829 | $614K |
| Holderness Investments Co. | 0.14% | Add +57.5% | 11,796 | $613K |
| Brookwood Investment Group LLC | 0.10% | — | 11,745 | $610K |
| Krilogy Financial LLC | 0.04% | Reduce -0.1% | 11,745 | $610K |
| Walker Asset Management, LLC | 0.37% | Add +0.4% | 11,712 | $608K |
| Northstar Advisory Group, LLC | 0.39% | New | 11,500 | $597K |
| Wealth Advisory Solutions, LLC | 0.16% | No change | 11,500 | $597K |
| Bramshill Investments, LLC | 0.06% | Reduce -61.7% | 11,500 | $597K |
| FIL Ltd | 0.00% | New | 11,473 | $596K |
| Bokf, NA | 0.01% | No change | 11,445 | $594K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -43.1% | 11,384 | $591K |
| Anthracite Investment Company, Inc. | 0.37% | No change | 11,240 | $584K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -0.7% | 11,238 | $584K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.1% | 11,207 | $582K |
| Avior Wealth Management, LLC | 0.02% | Add +0.6% | 11,151 | $579K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -5.5% | 11,150 | $579K |
| Saxon Interests, Inc. | 0.27% | Reduce -25.0% | 11,129 | $578K |
| NWF Advisory Services Inc. | 0.08% | New | 11,053 | $574K |
| Stonegate Investment Group, LLC | 0.02% | No change | 11,037 | $573K |
| Regions Financial Corp. | 0.00% | Reduce -1.5% | 11,034 | $573K |
| Bard Associates Inc. | 0.21% | Add +8.8% | 11,024 | $573K |
| Invst, LLC | 0.08% | Add +27.3% | 11,012 | $572K |
| Advocacy Wealth Management, LLC | 0.04% | New | 11,009 | $572K |
| Register Financial Advisors LLC | 0.30% | Add +19.5% | 11,006 | $572K |
| Wbi Investments, LLC | 0.15% | Add +9.0% | 10,979 | $570K |
| Zacks Investment Management | 0.01% | No change | 10,941 | $568K |
| Ethos Financial Group, LLC | 0.05% | Add +88.6% | 11,318 | $565K |
| NorthStar Asset Management LLC | 0.35% | Add +84.2% | 10,817 | $562K |
| Empire Financial Management Company, LLC | 0.17% | No change | 10,800 | $561K |
| Fiduciary Group, LLC | 0.06% | Add +0.9% | 10,750 | $558K |
| Advisor Resource Council | 0.04% | New | 10,718 | $557K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +24.9% | 10,420 | $541K |
| Anchor Investment Management, LLC | 0.05% | Reduce -0.1% | 10,399 | $540K |
| Segment Wealth Management, LLC | 0.04% | No change | 10,375 | $539K |
| Tme Financial, Inc. | 0.47% | Reduce -0.3% | 10,352 | $538K |
| AssuredPartners Investment Advisors, LLC | 0.10% | Reduce -2.3% | 10,245 | $532K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 10,113 | $525K |
| Marble Harbor Investment Counsel, LLC | 0.06% | Reduce -53.0% | 10,000 | $519K |
| Securian Asset Management, Inc. | 0.02% | No change | 10,000 | $519K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 10,000 | $519K |
| Trustmark Bank Trust Department | 0.04% | Add +77.6% | 9,869 | $513K |
| TRUE Private Wealth Advisors | 0.06% | Add +12.4% | 9,851 | $512K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -16.6% | 9,811 | $510K |
| Barclays PLC | 0.00% | New | 9,744 | $506K |
| Quantum Portfolio Management LLC | 0.26% | No change | 9,734 | $506K |
| Beaumont Financial Advisors, LLC | 0.04% | New | 9,668 | $502K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 9,659 | $502K |
| Good Life Advisors, LLC | 0.04% | Reduce -3.7% | 9,599 | $499K |
| Dividend Assets Capital, LLC | 0.09% | Add +10.4% | 9,411 | $489K |
| Ballew Advisors, Inc | 0.33% | No change | 10,467 | $487K |
| BFI Infinity Ltd. | 0.52% | New | 9,210 | $478K |
| Mattern Wealth Management LLC | 0.11% | Add +2.2% | 9,200 | $478K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.9% | 9,195 | $478K |
| Brevan Howard Capital Management LP | 0.01% | New | 9,193 | $477K |
| Westbourne Investments, Inc. | 0.29% | No change | 9,180 | $477K |
| Cresset Asset Management, LLC | 0.00% | Reduce -35.7% | 9,142 | $475K |
| Gentry Private Wealth, LLC | 0.39% | New | 9,130 | $474K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $465K |
| FSA Investment Group, LLC | 0.39% | Add +1.7% | 8,895 | $462K |
| Formidable Asset Management, LLC | 0.08% | Add +28.1% | 8,800 | $457K |
| STAR Financial Bank | 0.33% | No change | 8,789 | $457K |
| TD Private Client Wealth LLC | 0.01% | Add +20.6% | 8,774 | $456K |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 8,726 | $453K |
| Quadrature Capital Ltd | 0.01% | Reduce -84.8% | 8,708 | $452K |
| Squarepoint Ops LLC | 0.00% | New | 8,653 | $449K |
| Windsor Advisory Group, LLC | 0.58% | No change | 8,650 | $449K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -89.6% | 8,646 | $449K |
| Shepherd Kaplan Krochuk, LLC | 0.38% | Add +17.5% | 8,633 | $448K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -5.7% | 8,630 | $448K |
| IHT Wealth Management, LLC | 0.01% | Reduce -13.8% | 8,570 | $445K |
| Visionary Wealth Advisors | 0.03% | Reduce -5.4% | 8,539 | $444K |
| Oregon Pacific Wealth Management, LLC | 0.44% | Add +1.7% | 8,538 | $443K |
| L.K. Benson & Company, P.C. | 0.31% | Add +6.6% | 8,537 | $443K |
| J2 Capital Management Inc | 0.41% | Reduce -40.1% | 8,482 | $441K |
| Courier Capital LLC | 0.03% | Reduce -2.2% | 8,345 | $433K |
| Global Trust Asset Management, LLC | 0.26% | Add +2.5% | 8,330 | $433K |
| RFP Financial Group LLC | 0.17% | No change | 8,289 | $431K |
| Allred Capital Management, LLC | 0.17% | Add +1.2% | 8,253 | $429K |
| Opal Wealth Advisors, LLC | 0.13% | Reduce -5.6% | 8,243 | $428K |
| Ergawealth Advisors, Inc. | 0.21% | Add +2.2% | 8,187 | $425K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 8,141 | $423K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.5% | 8,118 | $422K |
| Claris Financial LLC | 0.28% | No change | 8,737 | $421K |
| Two Sigma Securities, LLC | 0.06% | Reduce -31.1% | 8,044 | $418K |
| Pingora Partners LLC | 0.31% | No change | 8,028 | $417K |
| Fort Sheridan Advisors LLC | 0.06% | Add +42.7% | 8,021 | $417K |
| Florida Trust Wealth Management Co | 0.01% | No change | 8,000 | $416K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.4% | 8,382 | $415K |
| Aspen Grove Capital, LLC | 0.08% | No change | 7,930 | $412K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -22.1% | 8,558 | $410K |
| HB Wealth Management, LLC | 0.00% | Add +27.9% | 7,856 | $408K |
| Steel Grove Capital Advisors, LLC | 0.06% | Add +0.0% | 7,766 | $403K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -3.6% | 7,737 | $402K |
| Greystone Financial Group, LLC | 0.07% | Reduce -1.1% | 7,696 | $400K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 7,660 | $398K |
| Keybank National Association | 0.00% | Add +3.1% | 7,514 | $390K |
| Stillwater Wealth Management Group | 0.33% | New | 7,365 | $383K |
| Virtu Financial LLC | 0.02% | New | 7,302 | $379K |
| Sax Wealth Advisors, LLC | 0.03% | Add +42.8% | 7,239 | $376K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -67.3% | 7,158 | $372K |
| Capital Advisors Inc. | 0.01% | Add +1.2% | 7,153 | $372K |
| Summit Investment Advisory Services, LLC | 0.18% | Add +1.3% | 7,142 | $371K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,100 | $369K |
| Envision Financial LLC | 0.28% | Add +0.4% | 7,094 | $368K |
| Prepared Retirement Institute LLC | 0.23% | Reduce -20.0% | 7,079 | $368K |
| Gutierrez Wealth Advisory, LLC | 0.30% | No change | 7,070 | $367K |
| Parallel Advisors, LLC | 0.01% | Add +15.0% | 6,986 | $363K |
| Keystone Financial Group | 0.04% | Reduce -4.2% | 6,968 | $362K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +40.7% | 6,935 | $360K |
| Beaumont Asset Management, L.L.C. | 0.22% | New | 6,902 | $358K |
| Stableford Capital II LLC | 0.15% | Add +57.2% | 7,358 | $358K |
| Principal Securities, Inc. | 0.01% | No change | 7,375 | $355K |
| Capula Management Ltd | 0.00% | New | 6,800 | $353K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -36.2% | 6,792 | $353K |
| Moseley Investment Management Inc. | 0.14% | Add +8.2% | 6,764 | $351K |
| First Foundation Advisors | 0.01% | Add +0.2% | 6,726 | $349K |
| Keudell/Morrison Wealth Management | 0.08% | Add +22.1% | 6,617 | $344K |
| Elequin Capital, LP | 0.09% | Add +33.6% | 6,520 | $339K |
| Marshall Financial Group, LLC | 0.07% | Add +1.9% | 6,479 | $337K |
| Keystone Global Partners, LLC | 0.24% | — | 6,476 | $336K |
| Alpha Omega Wealth Management LLC | 0.06% | Add +0.8% | 6,454 | $335K |
| Provident Wealth Management, LLC | 0.12% | Reduce -29.3% | 6,451 | $335K |
| Independent Wealth Network Inc. | 0.13% | Reduce -5.4% | 6,390 | $332K |
| First Trust Advisors LP | 0.00% | No change | 6,318 | $328K |
| Miller Howard Investments Inc. | 0.01% | Reduce -59.9% | 6,315 | $328K |
| Objective Capital Management, LLC | 0.42% | Add +0.7% | 6,311 | $328K |
| Lazari Capital Management, Inc. | 0.13% | No change | 6,280 | $326K |
| Verition Fund Management LLC | 0.00% | Reduce -93.1% | 6,250 | $325K |
| Collaborative Wealth Managment Inc. | 0.15% | Add +0.1% | 6,223 | $323K |
| Legacy Wealth Management, LLC / MS | 0.11% | New | 6,200 | $322K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 6,200 | $322K |
| Cypress Wealth Services, LLC | 0.07% | Add +1.4% | 6,198 | $322K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 6,148 | $319K |
| Atlantic Edge Private Wealth Management, LLC | 0.10% | Add +0.1% | 6,139 | $319K |
| Tiemann Investment Advisors, LLC | 0.14% | No change | 6,100 | $317K |
| FFT Wealth Management LLC | 0.07% | No change | 6,065 | $315K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.4% | 6,032 | $313K |
| Kickstand Ventures, Llc. | 0.08% | New | 5,970 | $310K |
| RDA Financial Network | 0.09% | Add +9.4% | 5,812 | $302K |
| Obsidian Cio, LLC | 0.05% | Add +4.1% | 5,798 | $301K |
| SOA Wealth Advisors, LLC. | 0.06% | New | 298,275 | $298K |
| MPS Loria Financial Planners, LLC | 0.09% | Add +3.6% | 5,736 | $298K |
| Institute for Wealth Management, LLC. | 0.04% | Add +24.9% | 5,568 | $289K |
| Vident Advisory, LLC | 0.00% | No change | 5,562 | $289K |
| LVW Advisors, LLC | 0.03% | No change | 5,555 | $289K |
| Wesbanco Bank Inc. | 0.01% | No change | 5,506 | $286K |
| Pandora Wealth, Inc. | 0.19% | — | 5,500 | $286K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +0.7% | 5,468 | $284K |
| EPG Wealth Management LLC | 0.08% | Reduce -1.7% | 5,462 | $284K |
| Buckhead Capital Management LLC | 0.09% | Reduce -5.0% | 5,451 | $283K |
| Wealth Preservation Advisors, LLC | 0.20% | — | 5,447 | $283K |
| Castleview Partners, LLC | 0.19% | Reduce -53.2% | 5,426 | $282K |
| Bogart Wealth, LLC | 0.01% | Add +0.7% | 5,401 | $281K |
| Mgo One Seven LLC | 0.01% | Add +3.9% | 5,353 | $278K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 5,750 | $277K |
| Cahill Financial Advisors Inc. | 0.04% | Add +22.1% | 5,325 | $277K |
| Dover Advisors, LLC | 0.12% | Add +22.7% | 5,278 | $274K |
| Composition Wealth, LLC | 0.01% | Add +23.5% | 5,262 | $273K |
| Nalls Sherbakoff Group, LLC | 0.22% | — | 5,254 | $273K |
| Long Run Wealth Advisors, LLC | 0.06% | Add +1.6% | 5,230 | $272K |
| Cadence Bank | 0.02% | New | 5,191 | $270K |
| Mayfair Advisory Group, LLC | 0.15% | Reduce -5.5% | 5,127 | $266K |
| Spire Wealth Management | 0.01% | Add +1.3% | 5,115 | $266K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 5,103 | $265K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 5,067 | $263K |
| Ascentis Wealth Management, LLC | 0.08% | Add +404.2% | 4,951 | $259K |
| Southland Equity Partners LLC | 0.06% | No change | 4,975 | $258K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +0.3% | 4,975 | $258K |
| CreativeOne Wealth, LLC | 0.01% | Add +11.3% | 4,956 | $257K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 4,897 | $254K |
| IFG Advisory, LLC | 0.01% | Reduce -1.6% | 4,893 | $254K |
| ADG Wealth Management Group, LLC | 0.24% | Add +0.5% | 4,879 | $253K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 4,875 | $253K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 4,825 | $251K |
| Intellectus Partners, LLC | 0.06% | Add +1.0% | 4,784 | $248K |
| Balboa Wealth Partners | 0.06% | Reduce -17.4% | 4,756 | $247K |
| Richard C. Young & CO., LTD. | 0.03% | Add +0.6% | 4,743 | $246K |
| Sfmg, LLC | 0.02% | Reduce -62.9% | 4,725 | $245K |
| Verus Capital Partners, LLC | 0.02% | Reduce -5.8% | 4,721 | $245K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,720 | $245K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.0% | 4,688 | $244K |
| Heck Capital Advisors, LLC | 0.03% | Add +16.6% | 4,589 | $238K |
| SouthState Bank Corp | 0.01% | New | 4,510 | $234K |
| Oliver Luxxe Assets LLC | 0.04% | New | 4,500 | $234K |
| Lyell Wealth Management, LP | 0.02% | No change | 4,500 | $234K |
| Millennium Capital Advisors, LLC | 0.17% | New | 4,480 | $233K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,450 | $231K |
| Bank of New York Mellon Corp | 0.00% | New | 4,442 | $231K |
| Alpha Cubed Investments, LLC | 0.01% | Add +1.4% | 4,424 | $230K |
| StoneX Group Inc. | 0.01% | New | 4,417 | $229K |
| Palisades Hudson Asset Management, L.P. | 0.10% | Add +1.9% | 4,412 | $229K |
| Cornerstone Select Advisors, LLC | 0.22% | No change | 4,375 | $227K |
| Searle & Co. | 0.06% | No change | 4,337 | $225K |
| TD Waterhouse Canada Inc. | 0.00% | Add +19.0% | 4,481 | $225K |
| Money Concepts Capital Corp. | 0.02% | New | 4,319 | $224K |
| Cadent Capital Advisors, LLC | 0.08% | New | 4,279 | $222K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 4,185 | $217K |
| Destiny Wealth Partners, LLC | 0.03% | Reduce -2.9% | 4,160 | $216K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | New | 4,096 | $213K |
| Dana Investment Advisors, Inc. | 0.01% | New | 4,044 | $210K |
| Everpar Advisors LLC | 0.11% | New | 4,036 | $210K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 3,987 | $207K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 3,986 | $207K |
| Annex Advisory Services, LLC | 0.01% | New | 3,950 | $205K |
| Firethorn Wealth Partners, LLC | 0.10% | New | 3,896 | $202K |
| Kingsman Wealth Management, Inc. | 0.15% | — | 3,852 | $200K |
| Larson Financial Group LLC | 0.01% | No change | 3,837 | $199K |
| Roxbury Financial LLC | 0.19% | Add +0.0% | 3,746 | $194K |
| Lindbrook Capital, LLC | 0.02% | Reduce -24.1% | 3,690 | $192K |
| AE Wealth Management LLC | 0.00% | Add +7.3% | 3,622 | $188K |
| Friedenthal Financial | 0.11% | Add +182.8% | 3,509 | $182K |
| Wellington Shields & Co., LLC | 0.05% | Add +11.5% | 3,367 | $175K |
| Fifth Third Bancorp | 0.00% | No change | 3,145 | $163K |
| Whittier Trust Co. | 0.00% | Add +1.7% | 2,999 | $156K |
| Arlington Trust Co LLC | 0.03% | No change | 2,957 | $154K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 2,800 | $145K |
| Kiker Wealth Management, LLC | 0.10% | New | 2,778 | $144K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +58.7% | 2,730 | $142K |
| Hurley Capital, LLC | 0.10% | Add +292.7% | 2,584 | $134K |
| Montag A & Associates Inc. | 0.01% | Reduce -19.1% | 2,565 | $133K |
| Simplex Trading, LLC | 0.00% | New | 2,479 | $128K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -29.7% | 2,215 | $115K |
| Bessemer Group Inc. | 0.00% | Reduce -73.0% | 2,141 | $111K |
| Mb, Levis & Associates, LLC | 0.05% | Add +1.9% | 2,100 | $109K |
| Kathleen S. Wright Associates Inc. | 0.04% | Add +10.5% | 2,000 | $104K |
| Zions Bancorporation, National Association | 0.01% | — | 2,000 | $104K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -11.9% | 1,997 | $104K |
| CENTRAL TRUST Co | 0.00% | No change | 1,944 | $101K |
| N.E.W. Advisory Services LLC | 0.01% | New | 1,906 | $99K |
| Russell Investments Group, Ltd. | 0.00% | Add +122.8% | 1,867 | $97K |
| CoreCap Advisors, LLC | 0.00% | Reduce -81.6% | 1,803 | $94K |
| Hara Capital LLC | 0.06% | Reduce -34.7% | 1,790 | $93K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -12.5% | 1,750 | $91K |
| Eastern Bank | 0.00% | No change | 1,720 | $89K |
| Putney Financial Group LLC | 0.09% | No change | 1,646 | $85K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.2% | 1,620 | $84K |
| Ancora Advisors LLC | 0.00% | Add +1.2% | 1,614 | $84K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -77.0% | 1,547 | $80K |
| Redwood Park Advisors LLC | 0.07% | New | 1,545 | $80K |
| Colonial Trust Advisors | 0.01% | No change | 1,495 | $78K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -4.0% | 1,474 | $77K |
| Summer Road LLC | 0.07% | Add +0.3% | 1,453 | $76K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,441 | $75K |
| PSI Advisors, LLC | 0.02% | Reduce -31.6% | 1,433 | $74K |
| NFSG Corp | 0.02% | Reduce -59.2% | 1,368 | $71K |
| Transce3nd, LLC | 0.03% | Reduce -63.4% | 1,332 | $69K |
| Summit Securities Group LLC | 0.05% | Add +160.0% | 1,300 | $68K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,300 | $68K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $65K |
| 10Elms LLP | 0.07% | No change | 1,150 | $60K |
| First Horizon Advisors, Inc. | 0.00% | Add +40.3% | 1,045 | $54K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,020 | $53K |
| Optimum Investment Advisors | 0.02% | No change | 1,000 | $52K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 965 | $50K |
| City State Bank | 0.01% | No change | 837 | $43K |
| First United Bank & Trust | 0.02% | No change | 834 | $43K |
| Founders Capital Management | 0.03% | No change | 808 | $42K |
| Sandy Spring Bank | 0.00% | No change | 794 | $41K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $41K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -61.5% | 757 | $39K |
| Copia Wealth Management | 0.04% | New | 737 | $38K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +31.6% | 650 | $34K |
| GS Investments, Inc. | 0.01% | No change | 600 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 599 | $31K |
| Headlands Technologies LLC | 0.00% | New | 596 | $31K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -25.3% | 591 | $31K |
| Archer Investment Corp | 0.01% | No change | 543 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $26K |
| City Holding Co. | 0.00% | No change | 500 | $26K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +790.4% | 463 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.8% | 458 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -32.0% | 425 | $22K |
| Park Square Financial Group, LLC | 0.02% | Reduce -4.6% | 417 | $22K |
| Financial Perspectives, Inc | 0.01% | No change | 408 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 400 | $21K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | — | 400 | $21K |
| Logan Capital Management Inc. | 0.00% | No change | 400 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 397 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 395 | $21K |
| Principia Wealth Advisory, LLC | 0.02% | Reduce -48.1% | 408 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -2.5% | 357 | $19K |
| Golden State Wealth Management, LLC | 0.00% | New | 327 | $17K |
| CGC Financial Services, LLC | 0.01% | No change | 325 | $17K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $16K |
| Wiser Advisor Group LLC | 0.02% | Add +1.9% | 276 | $14K |
| GW&K Investment Management, LLC | 0.00% | New | 260 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.4% | 261 | $14K |
| Aventura Private Wealth, LLC | 0.01% | No change | 247 | $13K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 245 | $13K |
| MV Capital Management, Inc. | 0.00% | Add +1111.1% | 218 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 216 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 206 | $11K |
| Beacon Capital Management, LLC | 0.00% | No change | 206 | $11K |
| Davis Capital Management | 0.01% | Add +2.1% | 196 | $10K |
| Stone House Investment Management, LLC | 0.00% | New | 190 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 168 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 160 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 171 | $8K |
| Cheviot Value Management, LLC | 0.00% | New | 172 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 155 | $8K |
| Avion Wealth | 0.00% | No change | 168 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 153 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $8K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| Arax Advisory Partners | 0.00% | No change | 128 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Abound Wealth Management | 0.00% | Add +1.8% | 113 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 109 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 91 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 85 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| SIMA Wealth Partners, LLC | 0.00% | New | 60 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 50 | $3K |
| Signaturefd, LLC | 0.00% | No change | 50 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 44 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -50.0% | 28 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 26 | $1K |
| LGT Financial Advisors LLC | 0.00% | No change | 25 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 25 | $1K |
| Heritage Wealth Advisors | 0.00% | New | 20 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $199 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.