Alerian MLP ETFAMLPETF

13F holders, Q3 2025 (September 30)
729holders −9
52new positions
56sold out
5famous investors
$46.81avg. 13F price*

At the end of Q3 2025, 729 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, down 9 from Q2 2025. 52 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($706.0M), Bank of America Corp. ($390.3M) and Goldman Sachs Group Inc. ($357.3M). 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Alerian MLP ETF
Filed as
ALPS ETF TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions52$57.1M
Exits56$34.2M

All 13F filers, Q2 2025 → Q3 2025: 6,640,656 shares bought and 6,840,237 shares sold, net −199,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 729 holders

Morgan Stanley 0.04% Add +1.0% 15,044,443 $706.0M
Bank of America Corp. 0.03% Reduce -1.6% 8,315,870 $390.3M
Goldman Sachs Group Inc. 0.05% Add +0.9% 7,613,898 $357.3M
Wells Fargo & Company 0.07% Reduce -1.0% 7,194,331 $337.6M
Allen Investment Management, LLC 1.82% Add +9.1% 3,501,325 $164.3M
UBS Group AG 0.03% Reduce -1.4% 3,230,001 $151.6M
LPL Financial LLC 0.04% Add +3.5% 3,172,728 $148.9M
Raymond James Financial Inc. 0.04% Reduce -6.2% 2,547,812 $119.6M
Royal Bank of Canada 0.02% Add +6.0% 2,281,465 $107.1M
Creative Planning 0.08% Add +0.1% 2,261,490 $106.1M
Ameriprise Financial Inc. 0.02% Reduce -6.0% 1,537,061 $72.1M
Naviter Wealth, LLC 7.63% Add +6.5% 1,397,127 $65.6M
Envestnet Asset Management Inc. 0.02% Add +14.3% 1,273,417 $59.8M
US Bancorp \de 0.07% Add +57.6% 1,197,958 $56.2M
Stephens Inc. 0.65% Add +0.8% 1,084,043 $50.9M
Stifel Financial Corp. 0.05% Add +5.0% 1,067,083 $50.1M
Osaic Holdings, Inc. 0.07% Add +35.4% 987,695 $47.1M
Tiaa Trust, National Association 0.11% Add +0.6% 988,877 $46.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -2.0% 941,084 $44.2M
Rockefeller Capital Management L.P. 0.08% Add +6.9% 915,666 $43.0M
HighTower Advisors, LLC 0.04% Add +3.5% 835,048 $39.2M
Assetmark, Inc. 0.07% Add +1024.7% 716,978 $33.6M
Commonwealth Equity Services, LLC 0.04% Add +3.2% 697,860 $32.8M
New Harbor Financial Group, LLC 5.43% Add +17.4% 570,532 $26.8M
Janney Montgomery Scott LLC 0.06% Reduce -0.7% 561,481 $26.4M
Blair William & Co. 0.07% Reduce -0.9% 527,101 $24.7M
Proficio Capital Partners LLC 1.66% Reduce -84.8% 513,892 $24.1M
Cetera Investment Advisers 0.03% Add +25.2% 506,873 $23.8M
School Employees Retirement Board of Ohio 12.26% No change 506,822 $23.8M
NewEdge Advisors, LLC 0.10% Add +6.9% 474,619 $22.3M
Nomura Asset Management Co. Ltd. 0.06% Reduce -10.9% 469,500 $22.0M
Captrust Financial Advisors 0.04% Reduce -0.7% 437,214 $20.5M
Choreo, LLC 0.26% Add +1.3% 420,658 $19.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -3.8% 412,985 $19.2M
First American Trust, FSB 1.28% Reduce -1.6% 374,550 $17.6M
Aprio Wealth Management, LLC 1.68% Add +15.5% 359,899 $16.9M
Searcy Financial Services Inc. 6.29% Add +3.5% 352,402 $16.5M
TRUE Private Wealth Advisors 1.67% Add +5.4% 348,329 $16.3M
FWL Investment Management, LLC 4.17% Add +34.6% 341,067 $16.0M
Enclave Advisors LLC 2.40% Add +0.1% 335,166 $15.7M
Summit Financial Wealth Advisors, LLC 2.42% Add +2.0% 333,130 $15.6M
Allen Wealth Management, LLC 10.48% Add +2.5% 329,521 $15.5M
Spirepoint Private Client, LLC 1.61% Add +5.3% 326,189 $15.3M
D.A. Davidson & Co. 0.10% Add +39.4% 319,371 $15.0M
Focus Partners Wealth 0.02% Add +12.1% 319,351 $15.0M
Checchi Capital Advisers, LLC 1.03% Add +13.5% 319,099 $15.0M
Prospera Financial Services Inc 0.25% Reduce -6.9% 318,285 $14.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +14.4% 313,949 $14.7M
RS Crum Inc. 3.27% Add +2.4% 313,671 $14.7M
Tectonic Advisors LLC 0.77% Add +5.2% 298,985 $14.0M
Gateway Wealth Partners, LLC 1.87% Add +2756.6% 294,910 $13.8M
Wealth Alliance, LLC 1.42% Add +7.4% 293,463 $13.8M
Allworth Financial LP 0.06% Reduce -0.4% 288,006 $13.5M
Violich Capital Management, Inc. 1.52% Add +7.2% 271,390 $12.7M
IronBridge Private Wealth, LLC 3.91% Add +2.2% 263,983 $12.4M
Nuveen, LLC 0.00% New 253,147 $11.9M
Trivium Point Advisory, LLC 1.18% Add +47.4% 247,183 $11.6M
Fortem Financial Group, LLC 3.28% Add +1.6% 243,259 $11.4M
Novare Capital Management LLC 0.86% Reduce -2.1% 240,075 $11.3M
Truffle Hound Capital, LLC 7.06% No change 240,000 $11.3M
Orion Porfolio Solutions, LLC 0.09% Add +0.4% 235,535 $11.1M
Hilton Capital Management, LLC 0.89% Reduce -6.8% 235,406 $11.0M
Prime Capital Investment Advisors, LLC 0.13% Reduce -1.8% 224,480 $10.5M
Vista Finance, LLC 6.95% Add +5.3% 222,920 $10.5M
Baldwin Wealth Partners LLC 0.68% Reduce -1.1% 220,981 $10.4M
Ball & Co Wealth Management Inc. 6.77% Add +6.8% 216,829 $10.2M
Cary Street Partners Financial LLC 0.26% Reduce -0.1% 216,052 $10.1M
Private Advisor Group, LLC 0.05% Reduce -0.5% 215,626 $10.1M
Nicolet Advisory Services, LLC 0.77% Add +2.8% 214,321 $10.0M
Oxbow Advisors, LLC 0.90% Add +11.5% 202,356 $9.5M
North Star Investment Management Corp. 0.61% Add +0.1% 201,183 $9.4M
Jones Financial Companies LLLP 0.01% Add +11.4% 190,322 $9.1M
Stansberry Asset Management, LLC 0.95% Add +0.5% 191,220 $9.0M
Shikiar Asset Management Inc. 2.46% Add +2.1% 189,900 $8.9M
Williams Jones Wealth Management, LLC. 0.10% Add +10.6% 183,192 $8.6M
Elgethun Capital Management 1.52% Add +2.8% 177,694 $8.3M
Muhlenkamp & Co. Inc. 2.25% Add +0.0% 176,721 $8.3M
Evergreen Capital Management LLC 0.20% Add +3.5% 176,288 $8.3M
Brick & Kyle, Associates 3.05% Add +6.9% 175,456 $8.2M
Steward Partners Investment Advisory, LLC 0.05% Reduce -6.0% 169,832 $8.0M
Oak Harvest Investment Services 0.92% Add +118.2% 167,270 $7.8M
Citigroup Inc. 0.01% Add +19.1% 163,874 $7.7M
J.W. Cole Advisors, Inc. 0.14% Add +15.9% 159,385 $7.5M
Nwam LLC 0.41% Reduce -5.1% 159,546 $7.5M
Advisory Services Network, LLC 0.11% Reduce -1.2% 158,011 $7.4M
Sculptor Capital LP 0.17% New 157,412 $7.4M
Kestra Advisory Services, LLC 0.03% Add +40.5% 156,687 $7.4M
MML Investors Services, LLC 0.02% Add +1.3% 153,278 $7.2M
Sanctuary Advisors, LLC 0.04% Add +23.4% 153,142 $7.2M
Commerce Bank 0.04% Add +0.2% 150,142 $7.0M
Oak Family Advisors, LLC 2.24% Add +288.7% 147,526 $6.9M
ORG Partners LLC 1.27% Reduce -12.1% 146,784 $6.8M
Left Brain Wealth Management, LLC 2.15% Add +1.0% 145,647 $6.8M
DAVENPORT & Co LLC 0.04% Add +21.4% 143,623 $6.7M
Fortis Group Advisors, LLC 1.13% Add +2.3% 141,017 $6.6M
Mariner, LLC 0.01% Reduce -10.5% 137,116 $6.4M
Transcend Capital Advisors, LLC 0.45% Add +20.3% 136,921 $6.4M
Norden Group LLC 0.62% New 131,043 $6.1M
Nicolet Bankshares Inc. 0.99% Reduce -5.2% 130,978 $6.1M
NTV Asset Management LLC 0.66% Add +0.1% 128,233 $6.0M

"% 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 729 holders