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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $74.8M |
| Exits | 57 | $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 |
| NorthCoast Asset Management LLC | 0.03% | Add +7.5% | 135,366 | $6.6M |
| NTV Asset Management LLC | 0.75% | Add +12.5% | 128,169 | $6.3M |
| Good Steward Wealth Advisors,LLC | 4.89% | Add +94.2% | 127,604 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -3.1% | 124,110 | $6.1M |
| Kingsview Wealth Management, LLC | 0.10% | Add +1.2% | 122,174 | $6.0M |
| Lido Advisors, LLC | 0.03% | Reduce -7.1% | 120,878 | $5.9M |
| LYNX Capital Group Ltd. | 2.84% | Reduce -0.8% | 120,485 | $5.9M |
| DAVENPORT & Co LLC | 0.03% | Add +11.0% | 118,344 | $5.8M |
| Mainstay Capital Management LLC | 0.28% | Add +111.3% | 114,918 | $5.6M |
| Transcend Capital Advisors, LLC | 0.43% | Add +148.6% | 113,793 | $5.6M |
| Griffin Asset Management, Inc. | 0.64% | Add +23.9% | 111,703 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -26.8% | 111,563 | $5.5M |
| Element Wealth, LLC | 2.46% | New | 109,435 | $5.3M |
| Cerity Partners LLC | 0.01% | Reduce -0.3% | 108,912 | $5.3M |
| Eagle Strategies LLC | 0.79% | Add +4.0% | 106,291 | $5.2M |
| Financial Sense Advisors, Inc. | 1.26% | Add +7.7% | 104,769 | $5.1M |
| Herbst Group, LLC | 3.06% | Reduce -1.4% | 104,650 | $5.1M |
| Cyndeo Wealth Partners, LLC | 0.30% | Reduce -1.9% | 102,939 | $5.0M |
| Regency Capital Management Inc.\DE | 2.57% | Add +1.5% | 100,112 | $4.9M |
| &partners | 0.04% | Add +9.0% | 99,940 | $4.9M |
| Lake Hills Wealth Management, LLC | 2.78% | Reduce -27.1% | 99,397 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +6.3% | 98,976 | $4.8M |
| Comerica Bank | 0.02% | Reduce -3.6% | 98,259 | $4.8M |
| Southern Farm Bureau Life Insurance | 0.61% | No change | 97,825 | $4.8M |
| Haven Private, LLC | 2.08% | Add +1.2% | 95,957 | $4.7M |
| Global Retirement Partners, LLC | 0.12% | — | 95,213 | $4.7M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -0.9% | 93,046 | $4.5M |
| Advisors Asset Management, Inc. | 0.08% | Add +36.9% | 92,367 | $4.5M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.7% | 91,965 | $4.5M |
| AlphaCore Capital LLC | 0.17% | Add +2.2% | 91,264 | $4.5M |
| VestGen Advisors, LLC | 0.18% | Add +91.5% | 90,930 | $4.4M |
| White Pine Investment CO | 1.11% | Add +0.6% | 90,860 | $4.4M |
| Algorithmic Investment Models, LLC | 2.97% | Add +183.8% | 88,912 | $4.3M |
| Kera Capital Partners, Inc. | 0.85% | New | 88,793 | $4.3M |
| TKG Advisors, LLC | 1.94% | Add +6.3% | 88,781 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 88,151 | $4.3M |
| Punch & Associates Investment Management, Inc. | 0.27% | Reduce -39.5% | 87,344 | $4.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +2.0% | 87,276 | $4.3M |
| RiverTree Advisors, LLC | 2.79% | Reduce -7.8% | 84,915 | $4.1M |
| Mayflower Financial Advisors, LLC | 0.58% | Add +13.5% | 84,769 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.5% | 84,578 | $4.1M |
| MGB Wealth Management, LLC | 1.35% | Add +9.8% | 84,067 | $4.1M |
| CW Advisors, LLC | 0.04% | Reduce -7.9% | 83,538 | $4.1M |
| Salem Investment Counselors Inc. | 0.13% | Reduce -0.3% | 82,556 | $4.0M |
| Cowa, LLC | 1.53% | Reduce -9.4% | 82,415 | $4.0M |
| SteelPeak Wealth, LLC | 0.15% | Add +2.4% | 81,301 | $4.0M |
| Independent Financial Group, LLC | 0.11% | Reduce -17.7% | 81,047 | $4.0M |
| 1 North Wealth Services LLC | 1.57% | Reduce -0.0% | 80,922 | $4.0M |
| 5th Street Advisors, LLC | 1.96% | Add +0.7% | 80,820 | $3.9M |
| D. E. Shaw & Co. | 0.00% | Add +373.2% | 80,511 | $3.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +61.1% | 80,352 | $3.9M |
| Intrinsic Edge Capital Management LLC | 0.59% | New | 80,000 | $3.9M |
| Sigma Planning Corp | 0.11% | Add +2.1% | 77,264 | $3.8M |
| Stamos Capital Partners, L.P. | 0.68% | Add +56.8% | 77,236 | $3.8M |
| Oak Harvest Investment Services | 0.47% | New | 76,651 | $3.7M |
| Continental Advisors LLC | 2.65% | No change | 75,723 | $3.7M |
| Congress Asset Management Co. | 0.03% | Reduce -8.5% | 75,653 | $3.7M |
| Essex Financial Services, Inc. | 0.24% | Reduce -9.0% | 75,513 | $3.7M |
| SMART Wealth LLC | 1.15% | Reduce -7.3% | 75,309 | $3.7M |
| GAMCO Investors | 0.04% | Reduce -0.3% | 73,540 | $3.6M |
| SCS Capital Management LLC | 0.04% | Add +0.1% | 72,703 | $3.6M |
| Belpointe Asset Management LLC | 0.14% | Add +2.5% | 70,313 | $3.4M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -2.7% | 67,042 | $3.3M |
| G&S Capital LLC | 1.29% | Add +1.6% | 66,876 | $3.3M |
| Bullseye Investment Management, LLC | 2.08% | No change | 62,675 | $3.3M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -2.9% | 66,668 | $3.2M |
| Allen Capital Group, LLC | 0.33% | Add +8.0% | 65,783 | $3.2M |
| Sterling Investment Management, LLC | 2.12% | Add +36.2% | 65,682 | $3.2M |
| Mills Wealth Advisors LLC | 1.45% | Reduce -25.7% | 64,746 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +227571.4% | 63,748 | $3.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 63,521 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +9.7% | 63,457 | $3.1M |
| Berkeley Capital Partners, LLC | 0.77% | Add +0.4% | 62,385 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +6.9% | 61,918 | $3.0M |
| Freestone Capital Holdings, LLC | 0.10% | Add +5.1% | 61,455 | $3.0M |
| Horizon Kinetics Asset Management LLC | 0.04% | Add +0.0% | 61,357 | $3.0M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Add +2.7% | 61,191 | $3.0M |
| Integrated Advisors Network LLC | 0.13% | Reduce -30.2% | 60,961 | $3.0M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Reduce -17.8% | 60,529 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.5% | 59,356 | $2.9M |
| Clarity Financial LLC | 0.30% | New | 57,720 | $2.8M |
| Forte Asset Management LLC | 1.44% | Reduce -1.1% | 57,667 | $2.8M |
| SAM Advisors, LLC | 0.97% | Add +6.1% | 57,524 | $2.8M |
| Greatmark Investment Partners, Inc. | 0.35% | Add +0.3% | 57,465 | $2.8M |
| FFG Retirement Advisors LLC | 1.75% | Add +2.1% | 57,266 | $2.8M |
| Regal Investment Advisors LLC | 0.21% | Reduce -1.2% | 57,024 | $2.8M |
| Renaissance Technologies | 0.00% | Add +34.8% | 57,000 | $2.8M |
| IFP Advisors, Inc | 0.08% | Reduce -65.7% | 56,551 | $2.8M |
| Payne Capital Management, LLC | 1.06% | Add +8.6% | 56,212 | $2.7M |
| Sculati Wealth Management, LLC | 1.03% | Reduce -3.5% | 55,946 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.05% | No change | 55,779 | $2.7M |
| Cypress Capital Management LLC (WY) | 2.92% | Add +7.3% | 55,044 | $2.7M |
| Continuum Advisory, LLC | 0.32% | Add +0.1% | 54,436 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.9% | 54,090 | $2.6M |
| Balefire, LLC | 0.57% | Add +0.8% | 53,384 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +8.5% | 52,799 | $2.6M |
| Cascade Financial Partners, LLC | 0.31% | No change | 52,021 | $2.5M |
| Jackson Hole Capital Partners, LLC | 0.47% | Reduce -1.0% | 51,912 | $2.5M |
| Pekin Hardy Strauss, Inc. | 0.29% | Reduce -0.2% | 51,711 | $2.5M |
| WealthBridge Capital Management, LLC | 0.64% | Add +3.6% | 51,705 | $2.5M |
| BTG Pactual Asset Management US LLC | 0.34% | Add +282.9% | 51,681 | $2.5M |
| Lake Street Private Wealth, LLC | 0.36% | Add +6.5% | 51,179 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Add +63.3% | 50,768 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.55% | Add +48.8% | 49,915 | $2.4M |
| Barry Investment Advisors, LLC | 0.58% | Add +12.5% | 47,733 | $2.3M |
| Bollard Group LLC | 0.05% | Add +1.3% | 47,669 | $2.3M |
| Blue Trust, Inc. | 0.03% | Reduce -7.2% | 47,379 | $2.3M |
| ArchPoint Investors | 0.67% | No change | 46,325 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +29.4% | 46,252 | $2.3M |
| Titleist Asset Management, LLC | 0.22% | Add +15.7% | 46,035 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +18.5% | 44,251 | $2.2M |
| FMR LLC | 0.00% | Add +29.7% | 43,965 | $2.1M |
| Activest Wealth Management | 0.52% | Add +3.4% | 43,906 | $2.1M |
| Compound Planning, Inc. | 0.08% | Reduce -9.9% | 43,703 | $2.1M |
| Sierra Capital LLC | 0.25% | Add +9.5% | 43,681 | $2.1M |
| Resonant Capital Advisors, LLC | 0.14% | Add +0.1% | 43,528 | $2.1M |
| Brighton Jones LLC | 0.06% | Add +4.3% | 42,598 | $2.1M |
| Delta Investment Management, LLC | 0.39% | Reduce -5.0% | 41,861 | $2.0M |
| RFG Advisory, LLC | 0.05% | Add +17.7% | 41,710 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +5.7% | 41,428 | $2.0M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -1.3% | 41,362 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +60.9% | 41,308 | $2.0M |
| Samalin Investment Counsel, LLC | 0.78% | Add +3.4% | 41,251 | $2.0M |
| Graypoint LLC | 0.11% | Add +1.7% | 41,163 | $2.0M |
| Quartz Partners, LLC | 0.92% | Add +28.6% | 41,147 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +1.6% | 40,657 | $2.0M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -14.4% | 39,919 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +17.5% | 39,293 | $1.9M |
| NewEdge Wealth, LLC | 0.03% | Add +0.4% | 38,846 | $1.9M |
| Palouse Capital Management, Inc. | 1.27% | Add +0.3% | 38,841 | $1.9M |
| Hilltop Holdings Inc. | 0.12% | Reduce -22.9% | 38,823 | $1.9M |
| Capstone Wealth Management Group LLC | 1.37% | New | 38,625 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +14.1% | 38,622 | $1.9M |
| Philadelphia Trust Co. | 0.14% | Reduce -3.9% | 38,387 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +3.2% | 38,235 | $1.9M |
| Covenant Asset Management, LLC | 0.38% | Add +1.9% | 38,075 | $1.9M |
| Oak Family Advisors, LLC | 0.67% | Add +0.2% | 37,954 | $1.9M |
| Providence First Trust Co | 0.65% | Reduce -0.1% | 37,827 | $1.8M |
| AXS Investments LLC | 0.76% | Add +28.5% | 37,666 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +6.6% | 36,687 | $1.8M |
| Invesco Ltd. | 0.00% | Reduce -6.3% | 36,186 | $1.8M |
| Heartwood Wealth Advisors LLC | 0.18% | Reduce -42.4% | 35,731 | $1.7M |
| HC Advisors, LLC | 1.22% | New | 35,479 | $1.7M |
| Easterly Investment Partners LLC | 0.12% | No change | 35,318 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | New | 34,795 | $1.7M |
| HFG Wealth Management, LLC | 1.03% | Reduce -3.2% | 32,422 | $1.7M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -4.3% | 33,314 | $1.6M |
| Ingalls & Snyder LLC | 0.06% | Add +19.1% | 33,060 | $1.6M |
| Private Trust Co. NA | 0.15% | Reduce -8.6% | 32,817 | $1.6M |
| Plan Group Financial, LLC | 0.52% | New | 32,572 | $1.6M |
| Westside Investment Management, Inc. | 0.30% | Add +22.5% | 32,613 | $1.6M |
| Daymark Wealth Partners, LLC | 0.06% | Add +3.5% | 32,536 | $1.6M |
| Founders Financial Securities LLC | 0.12% | Reduce -6.5% | 32,446 | $1.6M |
| HCR Wealth Advisors | 0.19% | Reduce -0.8% | 32,396 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +251.2% | 32,104 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 31,011 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Add +8.3% | 30,780 | $1.5M |
| TD Private Client Wealth LLC | 0.04% | Add +249.5% | 30,669 | $1.5M |
| International Assets Investment Management, LLC | 0.12% | Reduce -7.0% | 30,600 | $1.5M |
| Southport Management, L.L.C. | 7.28% | No change | 30,500 | $1.5M |
| Clare Market Investments LLC | 0.33% | Reduce -34.8% | 30,290 | $1.5M |
| GoalVest Advisory LLC | 0.36% | Add +1.7% | 30,132 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +7.2% | 30,015 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -5.0% | 29,970 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +15.7% | 29,916 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +4.1% | 29,715 | $1.5M |
| WMG Financial Advisors, LLC | 0.53% | Add +11.5% | 29,526 | $1.4M |
| Novem Group | 0.18% | Add +3.6% | 29,521 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +16.3% | 29,434 | $1.4M |
| LMCG Investments, LLC | 0.09% | Add +12.9% | 29,433 | $1.4M |
| Capula Management Ltd | 0.02% | Add +331.5% | 29,345 | $1.4M |
| Collar Capital Management, LLC | 1.20% | Add +3.8% | 29,162 | $1.4M |
| Glaxis Capital Management, LLC | 1.89% | New | 29,000 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -11.7% | 28,989 | $1.4M |
| Arkos Global Advisors | 0.20% | No change | 28,910 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 28,852 | $1.4M |
| Aurora Private Wealth, Inc. | 1.04% | Add +1.1% | 28,830 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +52.3% | 28,634 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +5.7% | 28,192 | $1.4M |
| Smart Portfolios, LLC | 1.38% | Reduce -2.0% | 28,129 | $1.4M |
| Boyce & Associates Wealth Consulting, Inc. | 1.25% | Add +4.5% | 28,116 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +24.7% | 28,111 | $1.4M |
| Retirement Planning Group, LLC | 0.06% | Add +29.2% | 27,897 | $1.4M |
| Wellington Shields Capital Management, LLC | 0.23% | Add +1.3% | 27,625 | $1.3M |
| First Commonwealth Financial Corp | 0.29% | Add +12.1% | 27,443 | $1.3M |
| Wakefield Asset Management LLLP | 0.37% | Add +1.7% | 26,973 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +56.9% | 26,396 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +17.3% | 26,378 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.9% | 26,342 | $1.3M |
| Cura Wealth Advisors, LLC | 0.60% | Reduce -0.1% | 26,300 | $1.3M |
| Granite Group Advisors, LLC | 0.77% | Reduce -5.9% | 26,093 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +0.0% | 25,930 | $1.3M |
| First PREMIER Bank | 0.31% | No change | 25,859 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +8.8% | 25,791 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +9.5% | 25,742 | $1.3M |
| Disciplined Investors, L.L.C. | 0.96% | Reduce -0.5% | 25,304 | $1.2M |
| Strategy Asset Managers LLC | 0.23% | Add +0.7% | 25,288 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -23.4% | 25,192 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Reduce -60.9% | 25,002 | $1.2M |
| Sig Brokerage, LP | 0.34% | New | 25,000 | $1.2M |
| Sound Financial Strategies Group, LLC | 1.03% | Reduce -3.5% | 24,957 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -10.4% | 24,899 | $1.2M |
| Lavaca Capital LLC | 0.50% | No change | 24,900 | $1.2M |
| Smithfield Trust Co | 0.06% | Add +1.2% | 24,742 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +46.6% | 24,748 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.56% | Reduce -2.9% | 24,549 | $1.2M |
| Nvwm, LLC | 0.29% | Reduce -8.7% | 24,466 | $1.2M |
| TCFG Wealth Management, LLC | 0.54% | Reduce -21.3% | 24,263 | $1.2M |
| Pointe Capital Management LLC | 0.62% | Add +0.1% | 24,258 | $1.2M |
| Albion Financial Group | 0.08% | Reduce -1.4% | 24,239 | $1.2M |
| MBA Advisors LLC | 0.54% | Add +1.1% | 23,787 | $1.2M |
| CPA Asset Management Group, LLC | 0.48% | No change | 23,585 | $1.2M |
| PFG Investments, LLC | 0.07% | Add +3.6% | 23,540 | $1.2M |
| Beirne Wealth Consulting Services, LLC | 0.37% | Reduce -9.2% | 23,404 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +1.8% | 23,325 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | New | 23,181 | $1.1M |
| Bank of Montreal | 0.00% | Add +1.3% | 23,071 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.9% | 22,796 | $1.1M |
| Total Wealth Planning & Management, Inc. | 0.95% | Add +6.8% | 22,588 | $1.1M |
| Perissos Private Wealth Management, LLC | 0.87% | Add +2.8% | 22,576 | $1.1M |
| Powell Investment Advisors, LLC | 0.41% | Add +0.2% | 22,531 | $1.1M |
| Tyler-Stone Wealth Management | 0.18% | Add +1.7% | 22,527 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | New | 22,498 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -9.8% | 22,442 | $1.1M |
| Fiduciary Trust Co | 0.01% | No change | 22,418 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +33.8% | 22,379 | $1.1M |
| Holderness Investments Co. | 0.23% | Add +87.8% | 22,154 | $1.1M |
| Americana Partners, LLC | 0.04% | Add +68.8% | 21,758 | $1.1M |
| Islay Capital Management, LLC | 0.69% | No change | 21,693 | $1.1M |
| Highland Capital Management, LLC | 0.06% | Add +14.7% | 21,631 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +1.1% | 21,543 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +27.1% | 21,126 | $1.0M |
| Gotham Asset Management | 0.01% | New | 21,028 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +90.3% | 21,000 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +2.4% | 20,932 | $1.0M |
| Fourpath Capital Management, LLC | 0.16% | Reduce -91.6% | 20,711 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Add +1.0% | 20,536 | $1.0M |
| Vigilare Wealth Management | 0.37% | Reduce -1.9% | 20,225 | $988K |
| Dearborn Partners LLC | 0.05% | Reduce -7.4% | 20,150 | $985K |
| Tempus Wealth Planning, LLC | 0.24% | Reduce -3.6% | 20,111 | $983K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.2% | 20,110 | $983K |
| TT Capital Management LLC | 0.80% | New | 20,095 | $982K |
| J. Safra Sarasin Holding AG | 0.02% | No change | 20,000 | $977K |
| Tandem Financial, LLC | 0.92% | Add +10.1% | 19,953 | $975K |
| BBR Partners, LLC | 0.06% | No change | 19,739 | $964K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.6% | 19,708 | $963K |
| Venture Visionary Partners LLC | 0.04% | Add +0.8% | 19,701 | $963K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -43.4% | 19,364 | $946K |
| Patten & Patten Inc. | 0.06% | Reduce -2.8% | 19,099 | $933K |
| Ulland Investment Advisors, LLC | 0.76% | Add +22.5% | 19,098 | $933K |
| First Merchants Corp. | 0.04% | Reduce -51.2% | 19,087 | $933K |
| J.Safra Asset Management Corp | 0.06% | New | 19,008 | $929K |
| CWA Asset Management Group, LLC | 0.04% | New | 18,894 | $923K |
| Claris Financial LLC | 0.69% | Add +113.6% | 18,662 | $912K |
| Indie Asset Partners, LLC | 1.65% | Reduce -6.3% | 18,525 | $905K |
| Evexia Wealth LLC | 0.28% | Add +29.9% | 18,318 | $900K |
| Auour Investments LLC | 0.31% | Add +0.9% | 18,335 | $896K |
| Sunbelt Securities, Inc. | 0.08% | Add +19.2% | 18,501 | $891K |
| Keebeck Wealth Management | 0.12% | Add +3.8% | 18,218 | $890K |
| McDonald Partners LLC | 0.21% | Add +0.8% | 18,178 | $888K |
| Mezzasalma Advisors, LLC | 0.27% | Add +0.9% | 18,070 | $883K |
| DDFG, Inc | 0.22% | Add +1.0% | 17,722 | $866K |
| Bramshill Investments, LLC | 0.09% | Add +52.2% | 17,500 | $855K |
| Raab & Moskowitz Asset Management LLC | 0.20% | Reduce -3.4% | 17,438 | $852K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -8.4% | 17,432 | $852K |
| one8zero8, LLC | 0.20% | Add +3.0% | 17,400 | $850K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -5.1% | 17,371 | $849K |
| MPWM Advisory Solutions, LLC | 0.53% | Add +45.4% | 17,261 | $843K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 17,064 | $834K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 16,911 | $826K |
| Good Life Advisors, LLC | 0.05% | Add +72.6% | 16,565 | $809K |
| Trilogy Capital Inc. | 0.04% | Reduce -1.2% | 16,465 | $804K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -72.7% | 16,419 | $803K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -0.2% | 16,348 | $799K |
| Marex Group Ltd | 0.02% | New | 16,260 | $794K |
| Smith, Moore & Co. | 0.07% | Reduce -4.6% | 16,202 | $792K |
| Brookstone Capital Management | 0.01% | Reduce -12.6% | 16,190 | $791K |
| Waverly Advisors, LLC | 0.01% | Add +74.9% | 16,078 | $786K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +3.6% | 15,953 | $779K |
| FF Advisors,LLC | 0.40% | No change | 15,811 | $773K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.0% | 15,696 | $767K |
| Sax Wealth Advisors, LLC | 0.05% | Add +115.3% | 15,589 | $762K |
| Pinion Investment Advisors, LLC | 0.26% | Reduce -49.6% | 15,511 | $758K |
| LaSalle St. Investment Advisors, LLC | 0.21% | Add +0.5% | 15,506 | $757K |
| Gould Asset Management LLC | 0.15% | Reduce -0.8% | 15,438 | $754K |
| STAR Financial Bank | 0.48% | Add +75.6% | 15,437 | $754K |
| McGowan Group Asset Management, Inc. | 0.10% | Add +0.0% | 15,237 | $744K |
| Waldron Private Wealth LLC | 0.03% | No change | 15,148 | $740K |
| Mainsail Asset Management, LLC | 0.46% | No change | 15,136 | $740K |
| Advyzon Investment Management, LLC | 0.16% | Add +10.6% | 15,031 | $734K |
| Sowell Financial Services LLC | 0.03% | Reduce -12.4% | 14,895 | $728K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +13.7% | 14,558 | $711K |
| WealthTrust Axiom LLC | 0.21% | Add +17.2% | 14,554 | $711K |
| Howard Wealth Management, LLC | 0.36% | Add +1.1% | 14,526 | $710K |
| Dumont & Blake Investment Advisors LLC | 0.18% | No change | 14,412 | $704K |
| Jeppson Wealth Management, LLC | 0.24% | Add +0.1% | 14,386 | $703K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.8% | 14,336 | $700K |
| Whalen Wealth Management Inc. | 0.44% | New | 14,268 | $697K |
| Argent Advisors, Inc. | 0.21% | Add +1.7% | 14,102 | $689K |
| Fortis Advisors, LLC | 0.44% | Reduce -62.4% | 14,001 | $684K |
| Merit Financial Group, LLC | 0.01% | Add +12.9% | 13,879 | $678K |
| WESPAC Advisors, LLC | 0.47% | Add +1.1% | 13,853 | $677K |
| Wealthfront Advisers LLC | 0.00% | Reduce -14.6% | 13,817 | $675K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +5.3% | 13,704 | $670K |
| Mattern Wealth Management LLC | 0.14% | Add +48.4% | 13,654 | $667K |
| Endowment Wealth Management, Inc. | 0.34% | Reduce -0.9% | 13,618 | $665K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 13,569 | $663K |
| Hamilton Wealth, LLC | 0.15% | Add +1.3% | 13,472 | $658K |
| NFSG Corp | 0.11% | Add +880.8% | 13,417 | $656K |
| Maridea Wealth Management LLC | 0.17% | Reduce -0.6% | 13,413 | $655K |
| Miller Investment Management, LP | 0.07% | No change | 13,356 | $653K |
| Kovack Advisors, Inc. | 0.06% | Reduce -8.3% | 13,355 | $653K |
| Novak & Powell Financial Services, Inc. | 0.45% | Add +1.5% | 13,282 | $649K |
| Trustmark Bank Trust Department | 0.04% | Add +34.4% | 13,259 | $648K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -17.5% | 12,994 | $635K |
| Operose Advisors LLC | 0.18% | Reduce -9.4% | 12,947 | $633K |
| GTS Securities LLC | 0.03% | No change | 12,868 | $629K |
| Sei Investments Co. | 0.00% | New | 12,755 | $623K |
| Valtrion Capital Management, LLC | 0.74% | Reduce -4.9% | 12,560 | $614K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -39.0% | 12,532 | $612K |
| Ethos Financial Group, LLC | 0.05% | Add +10.4% | 12,501 | $611K |
| NWF Advisory Services Inc. | 0.07% | Add +12.7% | 12,454 | $608K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 12,400 | $606K |
| Brookwood Investment Group LLC | 0.10% | Add +3.9% | 12,200 | $596K |
| Retirement Financial Solutions, LLC | 0.21% | Reduce -7.7% | 12,101 | $591K |
| Provenance Wealth Advisors, LLC | 0.08% | Reduce -30.9% | 12,086 | $591K |
| MAI Capital Management | 0.00% | Reduce -13.9% | 12,049 | $589K |
| Anthracite Investment Company, Inc. | 0.31% | Add +6.8% | 12,000 | $586K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +14.4% | 11,920 | $582K |
| Burke & Herbert Bank & Trust Co. | 0.13% | No change | 11,835 | $578K |
| Saxon Interests, Inc. | 0.27% | No change | 11,129 | $578K |
| Walker Asset Management, LLC | 0.33% | Add +0.4% | 11,764 | $575K |
| Independent Advisor Alliance | 0.02% | Reduce -1.9% | 11,736 | $573K |
| Curi Capital, LLC | 0.01% | New | 11,709 | $572K |
| Krilogy Financial LLC | 0.03% | Reduce -0.6% | 11,676 | $570K |
| Bard Associates Inc. | 0.18% | Add +4.8% | 11,554 | $565K |
| Wealth Advisory Solutions, LLC | 0.14% | No change | 11,500 | $562K |
| FIL Ltd | 0.00% | No change | 11,473 | $561K |
| Bokf, NA | 0.01% | No change | 11,445 | $559K |
| IHT Wealth Management, LLC | 0.02% | Add +33.3% | 11,422 | $558K |
| Stonegate Investment Group, LLC | 0.01% | Add +3.0% | 11,370 | $556K |
| Register Financial Advisors LLC | 0.24% | Add +2.5% | 11,287 | $551K |
| NorthStar Asset Management LLC | 0.29% | Add +4.0% | 11,253 | $550K |
| Invst, LLC | 0.07% | Add +1.9% | 11,219 | $548K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | No change | 11,150 | $545K |
| Zacks Investment Management | 0.00% | No change | 10,941 | $535K |
| Strategic Wealth Partners, Ltd. | 0.04% | — | 10,817 | $529K |
| Empire Financial Management Company, LLC | 0.15% | No change | 10,800 | $528K |
| Fiduciary Group, LLC | 0.05% | No change | 10,750 | $525K |
| Wbi Investments, LLC | 0.14% | Reduce -2.4% | 10,721 | $524K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -3.0% | 10,682 | $522K |
| Shepherd Kaplan Krochuk, LLC | 0.45% | Add +23.1% | 10,629 | $519K |
| Edge Wealth Management LLC | 0.10% | Reduce -28.9% | 10,501 | $513K |
| Segment Wealth Management, LLC | 0.03% | No change | 10,375 | $507K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +44.6% | 10,353 | $506K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.3% | 10,348 | $506K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -21.9% | 10,324 | $504K |
| Allred Capital Management, LLC | 0.19% | Add +24.8% | 10,299 | $503K |
| Tme Financial, Inc. | 0.41% | Reduce -0.9% | 10,262 | $501K |
| Ballew Advisors, Inc | 0.30% | Reduce -2.8% | 10,173 | $499K |
| Abel Hall, LLC | 0.23% | New | 10,200 | $498K |
| BFI Infinity Ltd. | 0.42% | Add +10.3% | 10,163 | $497K |
| NINE MASTS CAPITAL Ltd | 0.21% | New | 10,100 | $493K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +3.7% | 10,026 | $490K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +44.4% | 10,016 | $489K |
| Securian Asset Management, Inc. | 0.01% | No change | 10,000 | $489K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 10,000 | $489K |
| Anchor Investment Management, LLC | 0.04% | Reduce -4.1% | 9,976 | $487K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.1% | 9,858 | $482K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 9,795 | $479K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -18.3% | 9,659 | $472K |
| Northwest Wealth Management, LLC | 0.08% | Reduce -15.8% | 9,462 | $462K |
| Teamwork Financial Advisors, LLC | 0.06% | Add +9.1% | 9,415 | $460K |
| CreativeOne Wealth, LLC | 0.01% | Add +89.7% | 9,402 | $459K |
| FWG Holdings, LLC | 0.22% | Reduce -52.2% | 9,214 | $459K |
| Formidable Asset Management, LLC | 0.08% | No change | 8,800 | $457K |
| FSA Investment Group, LLC | 0.34% | Add +4.3% | 9,280 | $453K |
| Investment Planning Advisors, Inc. | 0.16% | Reduce -25.2% | 9,175 | $448K |
| Gentry Private Wealth, LLC | 0.34% | Add +0.4% | 9,168 | $448K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.7% | 9,111 | $445K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Reduce -10.0% | 9,000 | $440K |
| Red Crane Wealth Management, LLC | 0.40% | Reduce -29.7% | 8,960 | $438K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $437K |
| Aspen Grove Capital, LLC | 0.07% | Add +12.6% | 8,930 | $436K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.5% | 8,892 | $434K |
| Wealth Effects LLC | 0.16% | Reduce -26.5% | 8,890 | $434K |
| Visionary Wealth Advisors | 0.02% | Add +4.1% | 8,890 | $434K |
| L.K. Benson & Company, P.C. | 0.27% | Add +3.9% | 8,866 | $433K |
| Westbourne Investments, Inc. | 0.23% | Reduce -4.1% | 8,800 | $430K |
| Northern Trust Corp. | 0.00% | No change | 8,726 | $426K |
| Windsor Advisory Group, LLC | 0.60% | No change | 8,650 | $423K |
| Ergawealth Advisors, Inc. | 0.19% | Add +3.0% | 8,437 | $412K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 8,390 | $412K |
| Smithbridge Asset Management Inc. | 0.07% | Reduce -46.1% | 8,375 | $409K |
| Courier Capital LLC | 0.02% | Add +0.0% | 8,347 | $408K |
| Mach-1 Financial Group, LLC | 0.12% | New | 8,323 | $407K |
| Dividend Assets Capital, LLC | 0.07% | Reduce -11.7% | 8,309 | $406K |
| RFP Financial Group LLC | 0.17% | No change | 8,289 | $405K |
| Opal Wealth Advisors, LLC | 0.11% | Add +0.0% | 8,246 | $403K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -5.2% | 8,201 | $401K |
| Oregon Pacific Wealth Management, LLC | 0.38% | Reduce -4.0% | 8,194 | $400K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 8,141 | $398K |
| Fort Sheridan Advisors LLC | 0.06% | No change | 8,021 | $392K |
| Florida Trust Wealth Management Co | 0.01% | No change | 8,000 | $391K |
| Pingora Partners LLC | 0.29% | Reduce -0.8% | 7,968 | $389K |
| Principal Securities, Inc. | 0.01% | Add +7.8% | 7,952 | $389K |
| Kercheville Advisors, LLC | 0.13% | Reduce -34.2% | 7,950 | $388K |
| Greystone Financial Group, LLC | 0.06% | Add +2.1% | 7,859 | $384K |
| Steel Grove Capital Advisors, LLC | 0.04% | Add +0.0% | 7,769 | $380K |
| Westbourne Investment Advisors, Inc. | 0.12% | New | 7,765 | $379K |
| Vanguard Capital Wealth Advisors | 0.38% | New | 7,747 | $379K |
| HRT Financial LP | 0.00% | New | 7,681 | $375K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.4% | 7,627 | $373K |
| Keybank National Association | 0.00% | Add +0.8% | 7,576 | $370K |
| Parallel Advisors, LLC | 0.01% | Add +8.2% | 7,558 | $369K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -2.1% | 7,500 | $366K |
| Stableford Capital II LLC | 0.14% | No change | 7,358 | $361K |
| Beaumont Asset Management, L.L.C. | 0.19% | Add +5.7% | 7,294 | $356K |
| Composition Wealth, LLC | 0.01% | Add +38.0% | 7,262 | $355K |
| Summit Investment Advisory Services, LLC | 0.15% | Add +1.4% | 7,242 | $354K |
| Glenmede Investment Management, LP | 0.00% | — | 7,100 | $347K |
| Gutierrez Wealth Advisory, LLC | 0.23% | No change | 7,070 | $345K |
| Keystone Financial Group | 0.03% | Add +0.5% | 7,003 | $342K |
| RDA Financial Network | 0.09% | Add +18.9% | 6,912 | $338K |
| First Foundation Advisors | 0.01% | Add +2.1% | 6,868 | $336K |
| Independent Wealth Network Inc. | 0.12% | Add +6.6% | 6,812 | $333K |
| Fort Point Capital Partners LLC | 0.03% | No change | 6,792 | $332K |
| Moseley Investment Management Inc. | 0.11% | Add +0.0% | 6,766 | $331K |
| Cahill Financial Advisors Inc. | 0.04% | Add +27.0% | 6,762 | $330K |
| Envision Financial LLC | 0.22% | Reduce -5.4% | 6,711 | $328K |
| World Investment Advisors | 0.01% | Reduce -83.2% | 6,701 | $327K |
| Keudell/Morrison Wealth Management | 0.07% | No change | 6,617 | $323K |
| Dover Advisors, LLC | 0.14% | Add +24.6% | 6,578 | $321K |
| Marshall Financial Group, LLC | 0.06% | Add +2.0% | 6,609 | $321K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.8% | 6,440 | $315K |
| Meridian Wealth Management, LLC | 0.01% | New | 6,426 | $314K |
| NBW Capital LLC | 0.07% | New | 6,400 | $313K |
| Capital Advisors Inc. | 0.01% | Reduce -11.0% | 6,363 | $311K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -1.6% | 6,354 | $310K |
| First Trust Advisors LP | 0.00% | No change | 6,318 | $309K |
| Lazari Capital Management, Inc. | 0.12% | No change | 6,280 | $307K |
| Collaborative Wealth Managment Inc. | 0.13% | Add +0.5% | 6,254 | $306K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -25.3% | 6,225 | $304K |
| HB Wealth Management, LLC | 0.00% | Reduce -20.8% | 6,221 | $304K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 6,200 | $303K |
| Mayfair Advisory Group, LLC | 0.14% | Add +19.5% | 6,129 | $301K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 6,148 | $300K |
| FFT Wealth Management LLC | 0.06% | No change | 6,065 | $297K |
| Obsidian Cio, LLC | 0.04% | Add +4.5% | 6,057 | $296K |
| Objective Capital Management, LLC | 0.33% | Reduce -4.7% | 6,017 | $294K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | Reduce -2.1% | 6,008 | $294K |
| Mgo One Seven LLC | 0.01% | Add +12.0% | 5,995 | $293K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -3.3% | 5,994 | $293K |
| Provident Wealth Management, LLC | 0.09% | Reduce -9.4% | 5,845 | $286K |
| Castleview Partners, LLC | 0.18% | Add +6.7% | 5,791 | $283K |
| MPS Loria Financial Planners, LLC | 0.08% | Add +0.0% | 5,738 | $280K |
| Silverlake Wealth Management LLC | 0.08% | New | 5,655 | $276K |
| Hurley Capital, LLC | 0.19% | Add +118.6% | 5,648 | $276K |
| Tiemann Investment Advisors, LLC | 0.11% | Reduce -8.2% | 5,600 | $274K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +1.8% | 5,568 | $272K |
| Vident Advisory, LLC | 0.00% | No change | 5,562 | $272K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -0.7% | 5,529 | $270K |
| Millennium Capital Advisors, LLC | 0.18% | Add +23.1% | 5,517 | $270K |
| Wesbanco Bank Inc. | 0.01% | No change | 5,506 | $269K |
| Bogart Wealth, LLC | 0.01% | Add +0.7% | 5,439 | $266K |
| Prepared Retirement Institute LLC | 0.16% | Reduce -23.5% | 5,418 | $265K |
| Fiducient Advisors LLC | 0.03% | Reduce -72.8% | 5,383 | $263K |
| SOA Wealth Advisors, LLC. | 0.05% | Reduce -12.2% | 261,798 | $262K |
| Almanack Investment Partners, LLC. | 0.04% | New | 5,350 | $261K |
| Avior Wealth Management, LLC | 0.01% | Reduce -52.7% | 5,277 | $258K |
| Nalls Sherbakoff Group, LLC | 0.19% | Add +0.1% | 5,262 | $257K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Reduce -10.4% | 5,150 | $256K |
| J2 Capital Management Inc | 0.20% | Reduce -38.3% | 5,237 | $256K |
| ADG Wealth Management Group, LLC | 0.22% | Add +7.3% | 5,233 | $256K |
| Balboa Wealth Partners | 0.05% | Add +9.8% | 5,223 | $255K |
| Buckhead Capital Management LLC | 0.10% | Reduce -4.6% | 5,200 | $254K |
| Cadence Bank | 0.02% | No change | 5,191 | $254K |
| Elequin Capital, LP | 0.08% | Reduce -20.9% | 5,156 | $252K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +88.3% | 5,141 | $251K |
| Wealth Preservation Advisors, LLC | 0.15% | Reduce -5.7% | 5,139 | $251K |
| Northeast Financial Consultants Inc | 0.01% | New | 5,134 | $251K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 5,103 | $249K |
| Wealthcare Capital Partners, LLC | 0.12% | Add +1.3% | 5,040 | $246K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.1% | 5,011 | $245K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.4% | 4,916 | $240K |
| Ascentis Wealth Management, LLC | 0.07% | No change | 4,951 | $240K |
| IFG Advisory, LLC | 0.01% | No change | 4,893 | $239K |
| Southland Equity Partners LLC | 0.05% | Reduce -2.0% | 4,875 | $238K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 4,875 | $238K |
| Intellectus Partners, LLC | 0.05% | Add +1.5% | 4,854 | $237K |
| Ritholtz Wealth Management | 0.01% | New | 4,822 | $236K |
| Richard C. Young & CO., LTD. | 0.02% | Add +0.6% | 4,773 | $233K |
| Bank of New York Mellon Corp | 0.00% | Add +7.0% | 4,754 | $232K |
| Spire Wealth Management | 0.01% | Reduce -7.5% | 4,732 | $231K |
| Verus Capital Partners, LLC | 0.02% | Add +0.2% | 4,731 | $231K |
| Sfmg, LLC | 0.02% | No change | 4,725 | $231K |
| Moors & Cabot, Inc. | 0.01% | Add +0.1% | 4,692 | $229K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -3.9% | 4,639 | $227K |
| Heck Capital Advisors, LLC | 0.02% | Add +0.3% | 4,605 | $225K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,584 | $224K |
| Rockport Wealth LLC | 0.05% | New | 4,590 | $224K |
| EPG Wealth Management LLC | 0.07% | Reduce -16.7% | 4,549 | $222K |
| SouthState Bank Corp | 0.01% | No change | 4,510 | $220K |
| Palisades Hudson Asset Management, L.P. | 0.09% | Add +2.0% | 4,500 | $220K |
| Pandora Wealth, Inc. | 0.14% | Reduce -18.2% | 4,500 | $220K |
| Lyell Wealth Management, LP | 0.02% | No change | 4,500 | $220K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,450 | $217K |
| Searle & Co. | 0.06% | No change | 4,337 | $212K |
| Cadent Capital Advisors, LLC | 0.07% | Add +1.3% | 4,335 | $212K |
| Hilltop National Bank | 0.05% | — | 4,300 | $210K |
| Private Advisory Group LLC | 0.02% | Reduce -90.1% | 4,285 | $209K |
| Money Concepts Capital Corp. | 0.01% | Reduce -2.1% | 4,229 | $207K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 4,185 | $204K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | Add +2.0% | 4,178 | $204K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 4,160 | $203K |
| CSS LLC | 0.04% | New | 4,156 | $203K |
| Icon Wealth Advisors, LLC | 0.01% | Add +1.9% | 4,061 | $198K |
| Smartleaf Asset Management LLC | 0.02% | Add +908.8% | 4,035 | $197K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,986 | $195K |
| Larson Financial Group LLC | 0.01% | No change | 3,837 | $187K |
| Roxbury Financial LLC | 0.18% | Add +0.5% | 3,766 | $184K |
| Kiker Wealth Management, LLC | 0.09% | Add +20.7% | 3,352 | $164K |
| Wellington Shields & Co., LLC | 0.05% | Reduce -0.6% | 3,348 | $164K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,257 | $159K |
| Arlington Trust Co LLC | 0.03% | Add +8.4% | 3,207 | $157K |
| Fifth Third Bancorp | 0.00% | Add +1.1% | 3,179 | $155K |
| Whittier Trust Co. | 0.00% | Add +1.8% | 3,053 | $149K |
| Sound Income Strategies, LLC | 0.01% | Add +353.1% | 2,945 | $144K |
| AE Wealth Management LLC | 0.00% | Reduce -22.3% | 2,813 | $137K |
| Traub Capital Management LLC | 0.10% | — | 2,280 | $111K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,215 | $108K |
| Bessemer Group Inc. | 0.00% | No change | 2,141 | $105K |
| Mb, Levis & Associates, LLC | 0.05% | No change | 2,100 | $103K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.4% | 2,026 | $99K |
| Salomon & Ludwin, LLC | 0.01% | New | 2,000 | $98K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 2,000 | $98K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,000 | $98K |
| CENTRAL TRUST Co | 0.00% | No change | 1,944 | $95K |
| Redwood Park Advisors LLC | 0.07% | Add +17.6% | 1,817 | $89K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.2% | 1,789 | $87K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,750 | $86K |
| Eastern Bank | 0.00% | No change | 1,720 | $84K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -10.8% | 1,701 | $83K |
| Ancora Advisors LLC | 0.00% | Add +1.3% | 1,635 | $80K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -63.0% | 1,656 | $78K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.1% | 1,570 | $77K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,547 | $76K |
| Summer Road LLC | 0.05% | No change | 1,453 | $72K |
| Putney Financial Group LLC | 0.07% | Reduce -14.3% | 1,411 | $69K |
| Transce3nd, LLC | 0.03% | Add +0.6% | 1,340 | $65K |
| Brookfield Corp | 0.00% | New | 1,330 | $65K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 1,300 | $64K |
| Group One Trading LLC | 0.00% | New | 1,287 | $63K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $62K |
| Friedenthal Financial | 0.03% | Reduce -64.6% | 1,241 | $61K |
| 10Elms LLP | 0.06% | No change | 1,150 | $56K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.4% | 1,133 | $55K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,020 | $50K |
| Optimum Investment Advisors | 0.02% | No change | 1,000 | $49K |
| Garde Capital, Inc. | 0.00% | New | 1,000 | $49K |
| Independence Bank of Kentucky | 0.01% | Add +517.5% | 988 | $48K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 976 | $48K |
| CoreCap Advisors, LLC | 0.00% | Reduce -49.0% | 919 | $45K |
| City State Bank | 0.01% | No change | 837 | $41K |
| First United Bank & Trust | 0.01% | No change | 834 | $41K |
| Copia Wealth Management | 0.03% | Add +12.6% | 830 | $41K |
| Founders Capital Management | 0.02% | No change | 808 | $39K |
| Montag A & Associates Inc. | 0.00% | Reduce -68.7% | 802 | $39K |
| Atticus Wealth Management, LLC | 0.01% | Add +5.9% | 802 | $39K |
| Crews Bank & Trust | 0.01% | New | 800 | $39K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -50.9% | 707 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $33K |
| Tanglewood Legacy Advisors, LLC | 0.01% | New | 660 | $32K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 600 | $29K |
| GS Investments, Inc. | 0.01% | No change | 600 | $29K |
| Manchester Capital Management LLC | 0.00% | New | 600 | $29K |
| McIlrath & Eck, LLC | 0.00% | No change | 599 | $29K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 591 | $29K |
| Nova Wealth Management, Inc. | 0.02% | New | 582 | $28K |
| Archer Investment Corp | 0.01% | No change | 543 | $27K |
| City Holding Co. | 0.00% | No change | 500 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $24K |
| Park Square Financial Group, LLC | 0.02% | Add +5.0% | 438 | $21K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -4.8% | 436 | $21K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 425 | $21K |
| Principia Wealth Advisory, LLC | 0.02% | No change | 408 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 408 | $20K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 400 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | New | 400 | $20K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 400 | $20K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 397 | $19K |
| Parkside Financial Bank & Trust | 0.00% | No change | 395 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Add +15.6% | 378 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 357 | $17K |
| CGC Financial Services, LLC | 0.01% | No change | 325 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 300 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 261 | $13K |
| FSA Wealth Management LLC | 0.01% | New | 260 | $13K |
| Aventura Private Wealth, LLC | 0.01% | No change | 247 | $12K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 245 | $12K |
| Arax Advisory Partners | 0.00% | Add +85.9% | 238 | $12K |
| Keystone Global Partners, LLC | 0.01% | Reduce -96.5% | 226 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 216 | $11K |
| GAMMA Investing LLC | 0.00% | New | 208 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 206 | $10K |
| Beacon Capital Management, LLC | 0.00% | No change | 206 | $10K |
| WFA of San Diego, LLC | 0.01% | — | 180 | $9K |
| Cheviot Value Management, LLC | 0.00% | No change | 172 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 171 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 168 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 155 | $8K |
| Avion Wealth | 0.00% | No change | 168 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -94.5% | 154 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | New | 149 | $7K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| Cedar Wealth Management, LLC | 0.00% | New | 137 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 119 | $6K |
| Abound Wealth Management | 0.00% | Add +1.8% | 115 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 109 | $5K |
| Basso Capital Management, L.P. | 0.00% | New | 100 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 91 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 60 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -88.8% | 52 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 44 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 35 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 26 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 26 | $1K |
| LGT Financial Advisors LLC | 0.00% | No change | 25 | $1K |
| Hara Capital LLC | 0.00% | Reduce -98.6% | 25 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 25 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -91.7% | 18 | $880 |
| Evermay Wealth Management LLC | 0.00% | New | 5 | $245 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $191 |
| Key Financial Inc | 0.00% | New | 2 | $98 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.