Alerian MLP ETFAMLPETF

13F holders, Q2 2025 (June 30)
738holders +2
61new positions
57sold out
5famous investors
$47.42avg. 13F price*

At the end of Q2 2025, 738 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 2 from Q1 2025. 61 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($727.6M), Bank of America Corp. ($413.0M) and Goldman Sachs Group Inc. ($368.9M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Alerian MLP ETF
Filed as
ALPS ETF TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions61$74.8M
Exits57$81.7M

All 13F filers, Q1 2025 → Q2 2025: 10,372,838 shares bought and 4,376,770 shares sold, net +5,996,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 738 holders

Morgan Stanley 0.05% Reduce -2.0% 14,890,710 $727.6M
Bank of America Corp. 0.03% Add +0.7% 8,453,389 $413.0M
Goldman Sachs Group Inc. 0.06% Add +3.0% 7,549,227 $368.9M
Wells Fargo & Company 0.08% Add +3.0% 7,270,130 $355.2M
UBS Group AG 0.03% Reduce -3.5% 3,275,284 $160.0M
Allen Investment Management, LLC 1.71% Add +4.2% 3,210,314 $156.9M
LPL Financial LLC 0.05% Reduce -5.3% 3,066,360 $149.8M
Raymond James Financial Inc. 0.05% Add +6.0% 2,715,784 $132.7M
Creative Planning 0.09% Reduce -0.4% 2,260,339 $110.4M
Royal Bank of Canada 0.02% Add +19.4% 2,153,057 $105.2M
Ameriprise Financial Inc. 0.02% Add +19.2% 1,634,868 $79.9M
Naviter Wealth, LLC 7.89% Add +17.5% 1,311,189 $64.1M
Envestnet Asset Management Inc. 0.02% Add +1.3% 1,113,670 $54.4M
Stephens Inc. 0.72% Add +1.1% 1,074,933 $52.5M
Stifel Financial Corp. 0.05% Reduce -8.4% 1,016,728 $49.7M
Tiaa Trust, National Association 0.13% Add +8.1% 982,685 $48.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +2.6% 960,485 $46.9M
Rockefeller Capital Management L.P. 0.09% Add +60.4% 856,674 $41.9M
HighTower Advisors, LLC 0.05% Reduce -8.4% 807,103 $39.4M
US Bancorp \de 0.05% Add +34.4% 760,011 $37.1M
Osaic Holdings, Inc. 0.06% Add +8.0% 729,278 $35.7M
Deutsche Bank AG 0.01% No change 705,545 $34.5M
Commonwealth Equity Services, LLC 0.04% Reduce -4.1% 676,371 $33.0M
Janney Montgomery Scott LLC 0.07% Add +4.9% 565,212 $27.6M
EP Wealth Advisors, LLC 0.17% Add +0.3% 531,882 $26.0M
Blair William & Co. 0.07% Add +1.9% 531,817 $26.0M
Nomura Asset Management Co. Ltd. 0.07% Add +96.8% 527,100 $25.8M
School Employees Retirement Board of Ohio 14.15% No change 506,822 $24.8M
Proficio Capital Partners LLC 1.49% Add +666.1% 3,370,831 $23.9M
New Harbor Financial Group, LLC 5.45% Add +4.4% 486,012 $23.7M
NewEdge Advisors, LLC 0.11% Add +5.0% 443,975 $21.7M
Captrust Financial Advisors 0.05% Add +0.5% 440,177 $21.5M
Wealth Enhancement Advisory Services, LLC 0.03% Add +2.7% 429,258 $21.1M
Choreo, LLC 0.28% Reduce -10.5% 415,086 $20.3M
Cetera Investment Advisers 0.03% Add +13.9% 404,772 $19.8M
First American Trust, FSB 1.49% Reduce -6.5% 380,575 $18.6M
Prospera Financial Services Inc 0.31% Add +2.0% 341,710 $16.7M
Searcy Financial Services Inc. 6.76% Add +2.0% 340,534 $16.6M
Enclave Advisors LLC 2.64% Add +8.3% 334,834 $16.4M
TRUE Private Wealth Advisors 1.81% Add +3253.9% 330,398 $16.1M
Thrivent Financial for Lutherans 0.04% Add +1100.8% 329,183 $16.1M
Summit Financial Wealth Advisors, LLC 2.86% Add +6.3% 326,648 $16.0M
Allen Wealth Management, LLC 10.98% Add +1.5% 321,313 $15.7M
Aprio Wealth Management, LLC 1.72% Add +93.8% 311,637 $15.2M
Spirepoint Private Client, LLC 1.71% Reduce -0.0% 309,809 $15.1M
RS Crum Inc. 3.59% New 306,313 $15.0M
Allworth Financial LP 0.07% Add +30.1% 289,212 $14.1M
Focus Partners Wealth 0.03% Add +182.3% 284,919 $13.9M
Tectonic Advisors LLC 0.81% Add +8.9% 284,113 $13.9M
Checchi Capital Advisers, LLC 0.96% Reduce -3.5% 281,252 $13.7M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -38.5% 274,529 $13.4M
Wealth Alliance, LLC 1.49% Add +1.0% 273,326 $13.4M
IronBridge Private Wealth, LLC 4.40% Add +5.7% 258,241 $12.6M
FWL Investment Management, LLC 3.79% Add +7.5% 253,365 $12.4M
Violich Capital Management, Inc. 1.74% Reduce -11.6% 253,290 $12.4M
Hilton Capital Management, LLC 0.98% Add +16.6% 252,629 $12.3M
Novare Capital Management LLC 0.97% Add +1.6% 245,175 $12.0M
Truffle Hound Capital, LLC 7.75% Add +41.2% 240,000 $11.7M
Fortem Financial Group, LLC 3.77% Reduce -0.8% 239,428 $11.7M
Orion Porfolio Solutions, LLC 0.10% Reduce -3.8% 234,564 $11.5M
D.A. Davidson & Co. 0.08% Add +4.6% 229,163 $11.2M
Prime Capital Investment Advisors, LLC 0.15% Reduce -51.5% 228,688 $11.2M
Baldwin Wealth Partners LLC 0.74% Reduce -2.1% 223,358 $10.9M
Private Advisor Group, LLC 0.06% Add +6.9% 216,673 $10.6M
Cary Street Partners Financial LLC 0.30% Add +80.6% 216,359 $10.6M
Vista Finance, LLC 8.93% Reduce -2.0% 211,807 $10.3M
Nicolet Advisory Services, LLC 0.88% Add +4.9% 208,483 $10.3M
Riggs Asset Managment Co. Inc. 2.50% Reduce -4.8% 207,777 $10.2M
Ball & Co Wealth Management Inc. 10.57% Reduce -31.1% 202,986 $9.9M
North Star Investment Management Corp. 0.69% Add +0.8% 201,008 $9.8M
Stansberry Asset Management, LLC 1.07% Add +125.0% 190,187 $9.3M
Shikiar Asset Management Inc. 2.78% Reduce -5.2% 186,035 $9.1M
Oxbow Advisors, LLC 0.99% Add +11.3% 181,556 $8.9M
Steward Partners Investment Advisory, LLC 0.07% Add +21.5% 180,719 $8.8M
Muhlenkamp & Co. Inc. 2.69% Add +0.0% 176,712 $8.6M
Financial Management Network Inc. 1.52% New 172,486 $8.5M
Elgethun Capital Management 1.70% Reduce -0.6% 172,888 $8.4M
Jones Financial Companies LLLP 0.01% Add +18.1% 170,832 $8.4M
Evergreen Capital Management LLC 0.25% Add +3.3% 170,239 $8.3M
Nwam LLC 0.48% Add +553.9% 168,151 $8.3M
PFG Advisors 0.38% Add +0.2% 168,204 $8.2M
Trivium Point Advisory, LLC 0.89% Add +42.5% 167,696 $8.2M
Williams Jones Wealth Management, LLC. 0.10% Add +1.8% 165,713 $8.1M
ORG Partners LLC 1.77% Reduce -3.8% 167,074 $8.1M
Advisory Services Network, LLC 0.13% Add +7.6% 159,884 $8.0M
Brick & Kyle, Associates 3.53% Add +1.7% 164,125 $7.9M
Mariner, LLC 0.01% Add +53.4% 153,264 $7.5M
MML Investors Services, LLC 0.02% Add +19.0% 151,343 $7.4M
Advisors Preferred, LLC 1.22% New 152,722 $7.4M
L & S Advisors Inc 0.82% Reduce -2.7% 149,919 $7.3M
Commerce Bank 0.04% Reduce -0.9% 149,872 $7.3M
Denali Advisors LLC 0.74% Reduce -1.8% 145,193 $7.1M
Left Brain Wealth Management, LLC 2.48% Reduce -0.5% 144,150 $7.0M
Fortis Group Advisors, LLC 1.25% Add +7.3% 137,898 $6.9M
Qube Research & Technologies Ltd 0.01% Add +16.4% 141,189 $6.9M
Corient Private Wealth LP 0.01% Add +31.8% 140,088 $6.8M
Nicolet Bankshares Inc. 1.17% Add +2.0% 138,087 $6.7M
Citigroup Inc. 0.00% Add +2.0% 137,632 $6.7M
J.W. Cole Advisors, Inc. 0.14% Add +98.4% 137,519 $6.7M
Madison Park Capital Advisors, LLC 5.61% Add +0.1% 136,513 $6.7M

"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.

Show all 738 holders