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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $57.1M |
| Exits | 56 | $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 |
| Advisors Asset Management, Inc. | 0.10% | Add +37.4% | 126,948 | $6.0M |
| Kingsview Wealth Management, LLC | 0.09% | Add +2.0% | 124,622 | $5.8M |
| Lido Advisors, LLC | 0.02% | Add +2.2% | 123,539 | $5.8M |
| LYNX Capital Group Ltd. | 2.66% | Add +1.3% | 122,037 | $5.7M |
| Riggs Asset Managment Co. Inc. | 1.24% | Reduce -41.5% | 121,598 | $5.7M |
| Regency Capital Management Inc.\DE | 2.69% | Add +20.6% | 120,703 | $5.7M |
| Clarity Financial LLC | 0.56% | Add +107.3% | 119,651 | $5.6M |
| Element Wealth, LLC | 2.43% | Add +8.4% | 118,591 | $5.6M |
| Griffin Asset Management, Inc. | 0.62% | Add +4.9% | 117,178 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -18.4% | 114,355 | $5.4M |
| Eagle Strategies LLC | 0.71% | Add +6.2% | 112,857 | $5.3M |
| Comerica Bank | 0.02% | Add +13.7% | 111,668 | $5.2M |
| Cerity Partners LLC | 0.01% | Reduce -0.6% | 108,280 | $5.1M |
| Algorithmic Investment Models, LLC | 3.36% | Add +21.4% | 107,951 | $5.1M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +8.9% | 107,808 | $5.1M |
| Haven Private, LLC | 2.18% | Add +9.4% | 104,946 | $4.9M |
| &partners | 0.03% | Add +4.3% | 104,190 | $4.9M |
| Cyndeo Wealth Partners, LLC | 0.27% | Reduce -0.2% | 102,728 | $4.8M |
| Renaissance Technologies | 0.01% | Add +79.1% | 102,100 | $4.8M |
| Sterling Investment Management, LLC | 2.86% | Add +54.5% | 101,482 | $4.8M |
| Kera Capital Partners, Inc. | 0.71% | Add +14.0% | 101,193 | $4.7M |
| Bard Associates Inc. | 1.26% | Add +774.9% | 101,081 | $4.7M |
| Lake Hills Wealth Management, LLC | 2.53% | Add +1.6% | 101,033 | $4.7M |
| Global Retirement Partners, LLC | 0.11% | Add +5.6% | 100,525 | $4.7M |
| Southern Farm Bureau Life Insurance | 0.54% | No change | 97,825 | $4.6M |
| Clark Capital Management Group, Inc. | 0.03% | Add +5.0% | 97,726 | $4.6M |
| Denali Advisors LLC | 0.50% | Reduce -35.1% | 94,253 | $4.4M |
| 5th Street Advisors, LLC | 2.19% | Add +16.6% | 94,211 | $4.4M |
| Herbst Group, LLC | 2.69% | Reduce -11.9% | 92,146 | $4.3M |
| White Pine Investment CO | 1.02% | Add +0.7% | 91,500 | $4.3M |
| VestGen Advisors, LLC | 0.14% | Add +0.1% | 91,051 | $4.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -1.4% | 90,714 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +2.6% | 90,420 | $4.2M |
| TKG Advisors, LLC | 1.82% | Add +1.8% | 90,359 | $4.2M |
| Intrinsic Edge Capital Management LLC | 0.64% | Add +12.5% | 90,000 | $4.2M |
| Financial Sense Advisors, Inc. | 0.86% | Reduce -15.2% | 88,875 | $4.2M |
| SteelPeak Wealth, LLC | 0.14% | Add +8.4% | 88,134 | $4.1M |
| Punch & Associates Investment Management, Inc. | 0.24% | Add +0.2% | 87,483 | $4.1M |
| Balefire, LLC | 0.82% | Add +63.7% | 87,377 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -3.5% | 84,263 | $4.0M |
| Mayflower Financial Advisors, LLC | 0.49% | Reduce -1.1% | 83,866 | $3.9M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Add +38.3% | 83,711 | $3.9M |
| Salem Investment Counselors Inc. | 0.11% | Add +1.2% | 83,551 | $3.9M |
| Continuum Advisory, LLC | 0.41% | Add +51.0% | 82,209 | $3.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +2.1% | 82,006 | $3.8M |
| Lake Street Private Wealth, LLC | 0.49% | Add +58.3% | 81,037 | $3.8M |
| 1 North Wealth Services LLC | 1.53% | Reduce -1.7% | 79,542 | $3.7M |
| Cowa, LLC | 1.31% | Reduce -4.2% | 78,925 | $3.7M |
| AlphaCore Capital LLC | 0.12% | Reduce -14.2% | 78,344 | $3.7M |
| MGB Wealth Management, LLC | 1.03% | Reduce -7.4% | 77,840 | $3.7M |
| Madison Park Capital Advisors, LLC | 2.99% | Reduce -43.1% | 77,705 | $3.6M |
| Belpointe Asset Management LLC | 0.14% | Add +10.2% | 77,474 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.3% | 75,852 | $3.6M |
| Continental Advisors LLC | 2.40% | No change | 75,723 | $3.6M |
| Congress Asset Management Co. | 0.02% | Reduce -1.8% | 74,303 | $3.5M |
| Quantum Portfolio Management LLC | 1.03% | New | 73,959 | $3.5M |
| Independent Financial Group, LLC | 0.08% | Reduce -9.6% | 73,294 | $3.4M |
| SCS Capital Management LLC | 0.04% | Reduce -0.2% | 72,528 | $3.4M |
| TT Capital Management LLC | 2.57% | Add +256.2% | 71,585 | $3.4M |
| Allen Capital Group, LLC | 0.32% | Add +7.9% | 70,980 | $3.3M |
| G&S Capital LLC | 1.22% | Add +5.0% | 70,221 | $3.3M |
| BTG Pactual Asset Management US LLC | 0.39% | Add +29.7% | 67,040 | $3.3M |
| Bullseye Investment Management, LLC | 2.08% | No change | 62,675 | $3.3M |
| Mills Wealth Advisors LLC | 1.31% | Add +5.6% | 68,388 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +7.3% | 68,055 | $3.2M |
| Brown Advisory Inc. | 0.00% | Add +5.8% | 67,187 | $3.2M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -0.0% | 66,644 | $3.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -52.2% | 64,727 | $3.0M |
| Scotia Capital Inc. | 0.01% | New | 63,806 | $3.0M |
| Integrated Advisors Network LLC | 0.13% | Add +4.5% | 63,713 | $3.0M |
| GAMCO Investors | 0.03% | Reduce -14.0% | 63,220 | $3.0M |
| Essex Financial Services, Inc. | 0.18% | Reduce -16.4% | 63,109 | $3.0M |
| Berkeley Capital Partners, LLC | 0.70% | Add +0.4% | 62,633 | $2.9M |
| Hancock Whitney Corp. | 0.05% | Add +149.7% | 62,440 | $2.9M |
| Walleye Capital LLC | 0.03% | New | 62,000 | $2.9M |
| Freestone Capital Holdings, LLC | 0.09% | Add +0.6% | 61,808 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +0.4% | 61,434 | $2.9M |
| SAM Advisors, LLC | 0.91% | Add +4.3% | 60,005 | $2.8M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -2.7% | 59,674 | $2.8M |
| Sigma Planning Corp | 0.08% | Reduce -23.1% | 59,453 | $2.8M |
| Retirement Planning Group, LLC | 0.10% | Add +112.3% | 59,230 | $2.8M |
| Payne Capital Management, LLC | 0.89% | Add +4.8% | 58,936 | $2.8M |
| Quadrature Capital Ltd | 0.03% | New | 58,890 | $2.8M |
| Greatmark Investment Partners, Inc. | 0.33% | Add +1.4% | 58,240 | $2.7M |
| Mainstay Capital Management LLC | 0.27% | Reduce -49.5% | 57,971 | $2.7M |
| Consolidated Portfolio Review Corp | 0.34% | New | 57,951 | $2.7M |
| Forte Asset Management LLC | 1.30% | Reduce -0.5% | 57,353 | $2.7M |
| Regal Investment Advisors LLC | 0.17% | Add +0.1% | 57,074 | $2.7M |
| RiverTree Advisors, LLC | 1.72% | Reduce -32.9% | 57,019 | $2.7M |
| Delta Investment Management, LLC | 0.48% | Add +35.4% | 56,668 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Add +2.5% | 55,448 | $2.6M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -17.7% | 55,164 | $2.6M |
| Sculati Wealth Management, LLC | 0.90% | Reduce -2.4% | 54,610 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +2.4% | 54,077 | $2.5M |
| Cypress Capital Management LLC (WY) | 2.55% | Reduce -2.1% | 53,911 | $2.5M |
| FMR LLC | 0.00% | Add +20.6% | 53,033 | $2.5M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +44410.9% | 52,968 | $2.5M |
| Quantinno Capital Management LP | 0.01% | Add +3.8% | 52,700 | $2.5M |
| Pekin Hardy Strauss, Inc. | 0.25% | Add +1.7% | 52,591 | $2.5M |
| WealthBridge Capital Management, LLC | 0.58% | Add +1.5% | 52,478 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 52,385 | $2.5M |
| Cascade Financial Partners, LLC | 0.28% | No change | 52,021 | $2.4M |
| IFP Advisors, Inc | 0.06% | Reduce -8.8% | 51,559 | $2.4M |
| Jackson Hole Capital Partners, LLC | 0.41% | Reduce -1.2% | 51,275 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +30.0% | 51,080 | $2.4M |
| Stamos Capital Partners, L.P. | 0.45% | Reduce -34.3% | 50,713 | $2.4M |
| Sierra Capital LLC | 0.26% | Add +15.6% | 50,488 | $2.4M |
| Compound Planning, Inc. | 0.08% | Add +15.1% | 50,296 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +5.6% | 48,823 | $2.3M |
| Blue Trust, Inc. | 0.03% | Add +2.6% | 48,633 | $2.3M |
| Titleist Asset Management, LLC | 0.20% | Add +5.5% | 48,553 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +25.2% | 48,345 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -65.8% | 48,316 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.44% | Reduce -4.1% | 47,854 | $2.2M |
| Barry Investment Advisors, LLC | 0.51% | Reduce -0.5% | 47,507 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +79.6% | 47,417 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Add +21.4% | 47,145 | $2.2M |
| Bollard Group LLC | 0.05% | Reduce -2.0% | 46,698 | $2.2M |
| ArchPoint Investors | 0.60% | No change | 46,325 | $2.2M |
| Plan Group Financial, LLC | 0.58% | Add +41.9% | 46,227 | $2.2M |
| WMG Financial Advisors, LLC | 0.72% | Add +55.9% | 46,021 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.0% | 45,572 | $2.1M |
| Advisors Preferred, LLC | 0.31% | Reduce -70.3% | 45,330 | $2.1M |
| RFG Advisory, LLC | 0.04% | Add +6.9% | 44,583 | $2.1M |
| Activest Wealth Management | 0.42% | Add +0.0% | 43,908 | $2.1M |
| HC Advisors, LLC | 1.42% | Add +21.8% | 43,206 | $2.0M |
| Samalin Investment Counsel, LLC | 0.70% | Add +4.4% | 43,073 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +2.3% | 41,573 | $2.0M |
| Wedbush Securities Inc. | 0.06% | Add +0.1% | 41,457 | $1.9M |
| Resonant Capital Advisors, LLC | 0.11% | Reduce -4.8% | 41,426 | $1.9M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -0.9% | 41,003 | $1.9M |
| Brighton Jones LLC | 0.05% | Reduce -4.3% | 40,774 | $1.9M |
| Covenant Asset Management, LLC | 0.36% | Add +6.4% | 40,502 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.2% | 40,399 | $1.9M |
| Tradewinds, LLC. | 0.46% | New | 40,283 | $1.9M |
| Providence First Trust Co | 0.65% | Add +6.0% | 40,087 | $1.9M |
| Palouse Capital Management, Inc. | 1.20% | Add +2.0% | 39,616 | $1.9M |
| Holderness Investments Co. | 0.38% | Add +77.8% | 39,390 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +347.4% | 39,036 | $1.8M |
| Philadelphia Trust Co. | 0.13% | Add +0.4% | 38,552 | $1.8M |
| Capstone Wealth Management Group LLC | 1.15% | Reduce -0.5% | 38,450 | $1.8M |
| Heartwood Wealth Advisors LLC | 0.17% | Add +6.4% | 38,026 | $1.8M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -4.8% | 38,023 | $1.8M |
| J.Safra Asset Management Corp | 0.11% | Add +99.6% | 37,941 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +51.5% | 37,502 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Add +2.0% | 37,428 | $1.8M |
| Capula Management Ltd | 0.01% | Add +26.2% | 37,045 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -2.2% | 35,376 | $1.7M |
| Easterly Investment Partners LLC | 0.11% | No change | 35,318 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +7.5% | 34,511 | $1.6M |
| Stonegate Management LLC | 1.07% | — | 34,500 | $1.6M |
| Moran Wealth Management, LLC | 0.05% | Add +9.5% | 33,708 | $1.6M |
| Citadel Advisors | 0.00% | Add +16.1% | 33,664 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Add +3.1% | 33,534 | $1.6M |
| Collar Capital Management, LLC | 1.11% | Add +14.8% | 33,479 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +1.8% | 33,397 | $1.6M |
| Ingalls & Snyder LLC | 0.05% | Add +0.9% | 33,350 | $1.6M |
| Aviance Capital Partners, LLC | 0.19% | Reduce -0.0% | 33,312 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -13.2% | 33,185 | $1.6M |
| Cwm, LLC | 0.00% | Add +33.3% | 33,186 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +68.2% | 33,144 | $1.6M |
| Westside Investment Management, Inc. | 0.25% | Add +1.2% | 33,009 | $1.5M |
| HFG Wealth Management, LLC | 0.84% | Add +1.4% | 32,879 | $1.5M |
| GoalVest Advisory LLC | 0.33% | Add +9.0% | 32,844 | $1.5M |
| Americana Partners, LLC | 0.05% | Add +50.4% | 32,716 | $1.5M |
| HCR Wealth Advisors | 0.16% | Add +1.2% | 32,788 | $1.5M |
| Founders Financial Securities LLC | 0.10% | Reduce -0.2% | 32,374 | $1.5M |
| TD Private Client Wealth LLC | 0.03% | Add +5.0% | 32,197 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.22% | Add +12.7% | 31,675 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +7.4% | 31,610 | $1.5M |
| LMCG Investments, LLC | 0.09% | Add +7.2% | 31,557 | $1.5M |
| International Assets Investment Management, LLC | 0.12% | No change | 30,600 | $1.5M |
| Hilltop Holdings Inc. | 0.08% | Reduce -21.4% | 30,519 | $1.4M |
| Southport Management, L.L.C. | 5.91% | No change | 30,500 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.2% | 30,351 | $1.4M |
| Ieq Capital, LLC | 0.00% | Add +5.5% | 30,205 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +14.5% | 30,194 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.16% | Add +1.6% | 30,177 | $1.4M |
| Tempus Wealth Planning, LLC | 0.32% | Add +49.7% | 30,111 | $1.4M |
| Cura Wealth Advisors, LLC | 0.53% | Add +12.1% | 29,480 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +4.6% | 29,412 | $1.4M |
| Two Sigma Securities, LLC | 0.20% | New | 29,409 | $1.4M |
| Novem Group | 0.16% | Reduce -0.4% | 29,406 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.5% | 29,222 | $1.4M |
| Arkos Global Advisors | 0.17% | No change | 28,910 | $1.4M |
| Highland Capital Management, LLC | 0.07% | Add +33.4% | 28,861 | $1.4M |
| Smart Portfolios, LLC | 1.28% | Add +0.7% | 28,322 | $1.3M |
| Quartz Partners, LLC | 0.48% | Reduce -32.0% | 27,971 | $1.3M |
| Clare Market Investments LLC | 0.26% | Reduce -8.3% | 27,779 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -1.5% | 27,772 | $1.3M |
| Wakefield Asset Management LLLP | 0.36% | Add +2.9% | 27,746 | $1.3M |
| Nvwm, LLC | 0.29% | Add +12.8% | 27,585 | $1.3M |
| Bank of Montreal | 0.00% | Add +19.1% | 27,471 | $1.3M |
| First Commonwealth Financial Corp | 0.22% | No change | 27,443 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -66.0% | 27,343 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Add +20.9% | 27,054 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +4.5% | 26,963 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -10.2% | 26,872 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.8% | 26,417 | $1.2M |
| Savant Capital, LLC | 0.01% | No change | 25,930 | $1.2M |
| First PREMIER Bank | 0.28% | No change | 25,859 | $1.2M |
| MBA Advisors LLC | 0.51% | Add +7.9% | 25,658 | $1.2M |
| Sound Financial Strategies Group, LLC | 0.88% | Add +2.7% | 25,620 | $1.2M |
| Granite Group Advisors, LLC | 0.72% | Reduce -2.3% | 25,493 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -92.3% | 25,269 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +10.0% | 25,068 | $1.2M |
| Sig Brokerage, LP | 0.30% | No change | 25,000 | $1.2M |
| Exit Wealth Advisors, LLC. | 0.78% | — | 24,949 | $1.2M |
| Smithfield Trust Co | 0.05% | No change | 24,742 | $1.2M |
| Albion Financial Group | 0.07% | Add +1.9% | 24,694 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Add +96.2% | 24,589 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +64.6% | 24,513 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -4.9% | 24,489 | $1.1M |
| Pointe Capital Management LLC | 0.56% | Add +0.1% | 24,287 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +7.5% | 24,136 | $1.1M |
| Strategy Asset Managers LLC | 0.20% | Reduce -4.9% | 24,053 | $1.1M |
| Powell Investment Advisors, LLC | 0.39% | Add +5.4% | 23,742 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.48% | Reduce -4.6% | 23,413 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -6.5% | 23,567 | $1.1M |
| Beirne Wealth Consulting Services, LLC | 0.27% | Add +0.5% | 23,530 | $1.1M |
| Disciplined Investors, L.L.C. | 0.78% | Reduce -7.4% | 23,428 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Add +0.1% | 23,350 | $1.1M |
| PFG Investments, LLC | 0.06% | Reduce -2.9% | 22,853 | $1.1M |
| Perissos Private Wealth Management, LLC | 0.77% | Add +0.1% | 22,597 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.2% | 22,539 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +8.3% | 22,232 | $1.0M |
| Lanark Financial, Inc. | 0.08% | Add +1.9% | 21,946 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Add +17.4% | 21,726 | $1.0M |
| Islay Capital Management, LLC | 0.59% | No change | 21,693 | $1.0M |
| Keebeck Wealth Management | 0.12% | Add +17.5% | 21,401 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.5% | 21,225 | $996K |
| Wellington Shields Capital Management, LLC | 0.15% | Reduce -23.7% | 21,080 | $989K |
| Gotham Asset Management | 0.00% | No change | 21,028 | $987K |
| Fiducient Advisors LLC | 0.11% | Add +288.4% | 20,910 | $981K |
| Fourpath Capital Management, LLC | 0.14% | Reduce -0.0% | 20,705 | $972K |
| Tandem Financial, LLC | 0.36% | Add +3.1% | 20,569 | $965K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.8% | 20,354 | $955K |
| Harbour Investments, Inc. | 0.02% | Reduce -23.1% | 20,258 | $951K |
| J. Safra Sarasin Holding AG | 0.02% | No change | 20,000 | $939K |
| BBR Partners, LLC | 0.05% | No change | 19,739 | $926K |
| Invst, LLC | 0.10% | Add +73.7% | 19,487 | $915K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +0.6% | 19,481 | $914K |
| TCFG Wealth Management, LLC | 0.36% | Reduce -20.3% | 19,338 | $908K |
| Summit Financial, LLC | 0.01% | Reduce -8.8% | 19,268 | $904K |
| CWA Asset Management Group, LLC | 0.03% | Add +1.7% | 19,218 | $902K |
| Mezzasalma Advisors, LLC | 0.23% | Add +6.0% | 19,158 | $899K |
| First Merchants Corp. | 0.03% | No change | 19,087 | $896K |
| Evexia Wealth LLC | 0.27% | Add +7.2% | 19,637 | $893K |
| WealthTrust Axiom LLC | 0.24% | Add +30.3% | 18,964 | $890K |
| Dearborn Partners LLC | 0.04% | Reduce -6.0% | 18,950 | $889K |
| PFG Advisors | 0.04% | Reduce -88.7% | 18,943 | $889K |
| Auour Investments LLC | 0.29% | Add +2.1% | 18,721 | $879K |
| Mutual Advisors, LLC | 0.02% | Add +121.5% | 18,583 | $872K |
| CPA Asset Management Group, LLC | 0.34% | Reduce -21.5% | 18,524 | $869K |
| Indie Asset Partners, LLC | 1.15% | Reduce -0.4% | 18,450 | $866K |
| MPWM Advisory Solutions, LLC | 0.51% | Add +5.4% | 18,198 | $854K |
| Wealthfront Advisers LLC | 0.00% | Add +30.1% | 17,969 | $843K |
| Deutsche Bank AG | 0.00% | Reduce -97.5% | 17,845 | $837K |
| Patten & Patten Inc. | 0.05% | Reduce -7.1% | 17,744 | $833K |
| Sax Wealth Advisors, LLC | 0.04% | Add +13.0% | 17,610 | $826K |
| Bramshill Investments, LLC | 0.06% | No change | 17,500 | $821K |
| Hollow Brook Wealth Management LLC | 0.19% | New | 17,404 | $817K |
| one8zero8, LLC | 0.18% | No change | 17,400 | $817K |
| Pinion Investment Advisors, LLC | 0.22% | Add +12.2% | 17,400 | $813K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Reduce -0.7% | 17,322 | $813K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 17,105 | $803K |
| Venture Visionary Partners LLC | 0.03% | Reduce -13.7% | 17,002 | $798K |
| Sei Investments Co. | 0.00% | Add +32.3% | 16,876 | $792K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -4.6% | 16,571 | $778K |
| Marex Group Ltd | 0.01% | No change | 16,260 | $763K |
| McGowan Group Asset Management, Inc. | 0.09% | Add +5.4% | 16,055 | $753K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -2.4% | 15,949 | $748K |
| Advyzon Investment Management, LLC | 0.13% | Add +5.6% | 15,877 | $745K |
| Gould Asset Management LLC | 0.14% | Add +2.7% | 15,859 | $744K |
| FF Advisors,LLC | 0.35% | No change | 15,811 | $742K |
| STAR Financial Bank | 0.44% | Add +1.7% | 15,704 | $737K |
| Investment House LLC | 0.03% | New | 15,653 | $735K |
| Howard Wealth Management, LLC | 0.34% | Add +7.7% | 15,642 | $734K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.2% | 15,558 | $730K |
| Trilogy Capital Inc. | 0.03% | Reduce -6.1% | 15,465 | $726K |
| Smith, Moore & Co. | 0.06% | Reduce -5.2% | 15,368 | $721K |
| Ulland Investment Advisors, LLC | 0.54% | Reduce -20.0% | 15,272 | $717K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Reduce -2.0% | 15,188 | $712K |
| Claris Financial LLC | 0.40% | Reduce -18.8% | 15,151 | $711K |
| Waldron Private Wealth LLC | 0.03% | No change | 15,148 | $711K |
| Mainsail Asset Management, LLC | 0.31% | No change | 15,136 | $710K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -5.5% | 15,077 | $708K |
| Empowered Funds, LLC | 0.01% | New | 14,938 | $701K |
| Novak & Powell Financial Services, Inc. | 0.36% | Add +11.3% | 14,786 | $694K |
| Cambria Investment Management, L.P. | 0.04% | New | 14,734 | $691K |
| Vigilare Wealth Management | 0.24% | Reduce -27.9% | 14,589 | $685K |
| Valtrion Capital Management, LLC | 0.73% | Add +15.9% | 14,562 | $683K |
| Smartleaf Asset Management LLC | 0.04% | Add +258.3% | 14,459 | $679K |
| Jeppson Wealth Management, LLC | 0.22% | Add +0.0% | 14,387 | $675K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -76.8% | 14,367 | $674K |
| Endowment Wealth Management, Inc. | 0.30% | Add +5.1% | 14,310 | $672K |
| Fortis Advisors, LLC | 0.38% | Add +2.0% | 14,286 | $670K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +4.1% | 14,267 | $670K |
| Dumont & Blake Investment Advisors LLC | 0.16% | Reduce -1.1% | 14,256 | $669K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.9% | 14,226 | $668K |
| Stillwater Wealth Management Group | 0.47% | — | 14,170 | $665K |
| Argent Advisors, Inc. | 0.20% | No change | 14,102 | $662K |
| Hamilton Wealth, LLC | 0.13% | Add +1.3% | 13,647 | $640K |
| DDFG, Inc | 0.15% | Reduce -23.1% | 13,624 | $639K |
| Stonegate Investment Group, LLC | 0.01% | Add +18.7% | 13,493 | $633K |
| Arax Advisory Partners | 0.01% | Add +9111.8% | 21,924 | $631K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +167.8% | 13,418 | $630K |
| Maridea Wealth Management LLC | 0.10% | Add +1.3% | 13,584 | $630K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.1% | 13,400 | $629K |
| Miller Investment Management, LP | 0.06% | No change | 13,356 | $627K |
| Mattern Wealth Management LLC | 0.12% | Reduce -3.0% | 13,250 | $622K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -2.6% | 13,219 | $620K |
| Operose Advisors LLC | 0.15% | Add +1.6% | 13,153 | $617K |
| Brookwood Investment Group LLC | 0.08% | Add +7.3% | 13,093 | $614K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +30.4% | 13,070 | $613K |
| Kovack Advisors, Inc. | 0.06% | Reduce -2.2% | 13,059 | $613K |
| Regions Financial Corp. | 0.00% | Reduce -38.1% | 13,000 | $610K |
| Larson Financial Group LLC | 0.02% | Add +228.4% | 12,602 | $591K |
| Bokf, NA | 0.01% | Add +9.2% | 12,495 | $586K |
| BFI Infinity Ltd. | 0.39% | Add +22.1% | 12,407 | $582K |
| MAI Capital Management | 0.00% | Add +2.3% | 12,325 | $578K |
| Retirement Financial Solutions, LLC | 0.18% | Add +1.0% | 12,219 | $573K |
| StoneX Group Inc. | 0.03% | New | 12,214 | $573K |
| Ballentine Partners, LLC | 0.01% | New | 12,101 | $568K |
| Red Crane Wealth Management, LLC | 0.48% | Add +35.0% | 12,095 | $568K |
| Provenance Wealth Advisors, LLC | 0.07% | No change | 12,086 | $567K |
| Brookstone Capital Management | 0.01% | Reduce -25.6% | 12,045 | $565K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -7.9% | 11,964 | $561K |
| Independent Advisor Alliance | 0.01% | Add +0.9% | 11,837 | $556K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 11,835 | $555K |
| FWG Holdings, LLC | 0.24% | Add +28.9% | 11,876 | $554K |
| Walker Asset Management, LLC | 0.31% | Reduce -0.4% | 11,716 | $550K |
| Edge Wealth Management LLC | 0.10% | Add +11.5% | 11,712 | $550K |
| Advocacy Wealth Management, LLC | 0.02% | Add +8.4% | 11,578 | $543K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +6.9% | 11,567 | $543K |
| Wealth Advisory Solutions, LLC | 0.13% | No change | 11,500 | $540K |
| Register Financial Advisors LLC | 0.21% | Add +0.3% | 11,319 | $531K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +0.4% | 11,191 | $525K |
| Hurley Capital, LLC | 0.30% | Add +97.8% | 11,169 | $524K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -24.0% | 11,058 | $519K |
| NorthStar Asset Management LLC | 0.25% | Reduce -2.5% | 10,977 | $515K |
| Zacks Investment Management | 0.00% | No change | 10,941 | $513K |
| Allred Capital Management, LLC | 0.18% | Add +6.1% | 10,929 | $513K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +5.4% | 10,903 | $512K |
| Shepherd Kaplan Krochuk, LLC | 0.42% | Add +2.2% | 10,866 | $510K |
| Empire Financial Management Company, LLC | 0.12% | No change | 10,800 | $507K |
| OneAscent Family Office, LLC | 0.41% | New | 10,775 | $506K |
| Fiduciary Group, LLC | 0.04% | No change | 10,750 | $504K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +7.5% | 10,750 | $504K |
| Curi Capital, LLC | 0.01% | Reduce -8.6% | 10,707 | $502K |
| Ethos Financial Group, LLC | 0.04% | Reduce -14.4% | 10,705 | $502K |
| Simplex Trading, LLC | 0.01% | New | 10,713 | $502K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -64.4% | 10,673 | $501K |
| J. Goldman & Co LP | 0.02% | New | 10,654 | $500K |
| Wbi Investments, LLC | 0.13% | Reduce -1.0% | 10,610 | $498K |
| VestGen Investment Management | 0.30% | New | 10,608 | $498K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +19.0% | 10,583 | $497K |
| Formidable Asset Management, LLC | 0.08% | Add +15.3% | 10,150 | $496K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +4.2% | 10,433 | $490K |
| Segment Wealth Management, LLC | 0.03% | No change | 10,375 | $487K |
| Saxon Interests, Inc. | 0.19% | Reduce -10.2% | 9,992 | $487K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +8.7% | 10,234 | $480K |
| Keystone Wealth Services, LLC | 0.10% | New | 10,216 | $479K |
| Abel Hall, LLC | 0.19% | No change | 10,200 | $479K |
| Securian Asset Management, Inc. | 0.01% | No change | 10,000 | $469K |
| Anchor Investment Management, LLC | 0.04% | Reduce -0.5% | 9,924 | $466K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.2% | 9,814 | $461K |
| Ballew Advisors, Inc | 0.25% | Reduce -0.9% | 10,079 | $457K |
| FSA Investment Group, LLC | 0.28% | Add +4.8% | 9,727 | $456K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.3% | 9,633 | $452K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.1% | 9,596 | $450K |
| Tme Financial, Inc. | 0.34% | Reduce -6.7% | 9,572 | $449K |
| Gentry Private Wealth, LLC | 0.31% | Add +3.5% | 9,490 | $445K |
| Krilogy Financial LLC | 0.02% | Reduce -19.0% | 9,457 | $444K |
| Stableford Capital II LLC | 0.16% | Add +26.2% | 9,285 | $436K |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.9% | 9,282 | $436K |
| McDonald Partners LLC | 0.13% | Reduce -49.4% | 9,200 | $432K |
| Trustmark Bank Trust Department | 0.03% | Reduce -31.5% | 9,080 | $426K |
| Glaxis Capital Management, LLC | 0.70% | Reduce -69.0% | 9,000 | $422K |
| Sapient Capital LLC | 0.01% | No change | 8,949 | $420K |
| Aspen Grove Capital, LLC | 0.07% | No change | 8,930 | $419K |
| Wealth Effects LLC | 0.13% | Add +0.3% | 8,915 | $418K |
| Principal Securities, Inc. | 0.01% | Add +11.9% | 8,900 | $418K |
| L.K. Benson & Company, P.C. | 0.22% | No change | 8,866 | $416K |
| Prepared Retirement Institute LLC | 0.22% | Add +62.9% | 8,825 | $414K |
| Investment Planning Advisors, Inc. | 0.13% | Reduce -4.1% | 8,795 | $413K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 8,793 | $413K |
| Westbourne Investment Advisors, Inc. | 0.11% | Add +12.9% | 8,765 | $411K |
| Dover Advisors, LLC | 0.16% | Add +32.9% | 8,743 | $410K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -7.7% | 8,732 | $410K |
| Windsor Advisory Group, LLC | 0.36% | No change | 8,650 | $406K |
| Ergawealth Advisors, Inc. | 0.19% | Add +1.9% | 8,601 | $404K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +12.4% | 8,573 | $402K |
| IHT Wealth Management, LLC | 0.01% | Reduce -25.1% | 8,553 | $401K |
| Opal Wealth Advisors, LLC | 0.11% | Add +2.7% | 8,467 | $397K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 8,375 | $393K |
| RFP Financial Group LLC | 0.16% | No change | 8,289 | $389K |
| Oregon Pacific Wealth Management, LLC | 0.34% | Add +1.1% | 8,284 | $389K |
| Courier Capital LLC | 0.02% | Reduce -0.9% | 8,270 | $388K |
| Kercheville Advisors, LLC | 0.12% | Add +3.8% | 8,250 | $387K |
| Fifth Third Securities, Inc. | 0.03% | No change | 8,201 | $385K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +26.7% | 8,161 | $383K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 7,769 | $380K |
| Visionary Wealth Advisors | 0.02% | Reduce -9.2% | 8,076 | $379K |
| Fort Sheridan Advisors LLC | 0.05% | No change | 8,021 | $376K |
| Florida Trust Wealth Management Co | 0.01% | No change | 8,000 | $375K |
| Dividend Assets Capital, LLC | 0.07% | Reduce -3.8% | 7,995 | $375K |
| Pingora Partners LLC | 0.25% | No change | 7,968 | $374K |
| Parallel Advisors, LLC | 0.01% | Add +5.1% | 7,941 | $373K |
| PMG Family Office LLC | 0.41% | — | 7,870 | $369K |
| Merit Financial Group, LLC | 0.00% | Reduce -43.3% | 7,864 | $369K |
| Vise Technologies, Inc. | 0.01% | New | 7,806 | $366K |
| Csenge Advisory Group | 0.02% | New | 7,772 | $365K |
| Keybank National Association | 0.00% | Add +2.0% | 7,726 | $363K |
| Keystone Financial Group | 0.03% | Add +9.3% | 7,653 | $359K |
| Castleview Partners, LLC | 0.19% | Add +32.1% | 7,648 | $359K |
| Wolverine Trading, LLC | 0.01% | New | 7,599 | $357K |
| HB Wealth Management, LLC | 0.00% | Add +21.1% | 7,532 | $353K |
| Fifth Lane Capital, LP | 0.36% | New | 7,500 | $352K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 7,500 | $352K |
| Beaumont Asset Management, L.L.C. | 0.18% | Add +1.9% | 7,430 | $349K |
| Summit Investment Advisory Services, LLC | 0.14% | Add +1.4% | 7,344 | $345K |
| Mgo One Seven LLC | 0.01% | Add +21.5% | 7,286 | $342K |
| HRT Financial LP | 0.00% | Reduce -5.2% | 7,285 | $341K |
| Verus Capital Partners, LLC | 0.03% | Add +53.5% | 7,260 | $341K |
| Meadowbrook Wealth Management, LLC | 0.35% | — | 7,183 | $337K |
| RDA Financial Network | 0.08% | Add +2.8% | 7,107 | $334K |
| Glenmede Investment Management, LP | 0.00% | No change | 7,100 | $333K |
| Gutierrez Wealth Advisory, LLC | 0.21% | No change | 7,070 | $332K |
| Lindenwold Advisors, INC | 0.16% | New | 6,998 | $328K |
| Mach-1 Financial Group, LLC | 0.05% | Reduce -16.6% | 6,937 | $326K |
| Integrity Advisory Solutions, LLC | 0.05% | — | 6,937 | $326K |
| Independent Wealth Network Inc. | 0.10% | Add +0.2% | 6,827 | $320K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -61.1% | 6,780 | $319K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,792 | $319K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.3% | 6,784 | $318K |
| First Foundation Advisors | 0.01% | Reduce -1.6% | 6,755 | $317K |
| Envision Financial LLC | 0.18% | Add +0.5% | 6,745 | $317K |
| Marshall Financial Group, LLC | 0.06% | Add +2.0% | 6,743 | $316K |
| Noesis Capital Mangement Corp. | 0.05% | Add +8.1% | 6,700 | $314K |
| Westbourne Investments, Inc. | 0.15% | Reduce -23.9% | 6,700 | $312K |
| World Investment Advisors | 0.01% | Reduce -1.1% | 6,630 | $311K |
| Atria Investments, Inc | 0.00% | New | 6,564 | $308K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.8% | 6,480 | $304K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +0.7% | 6,397 | $300K |
| Capital Advisors Inc. | 0.01% | No change | 6,363 | $299K |
| First Trust Advisors LP | 0.00% | No change | 6,318 | $296K |
| Lazari Capital Management, Inc. | 0.10% | No change | 6,280 | $295K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | Add +2.3% | 6,147 | $288K |
| Mayfair Advisory Group, LLC | 0.12% | No change | 6,129 | $288K |
| Obsidian Cio, LLC | 0.04% | Add +0.8% | 6,103 | $286K |
| Cypress Wealth Services, LLC | 0.05% | Add +1.6% | 6,093 | $286K |
| FFT Wealth Management LLC | 0.05% | No change | 6,065 | $285K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -3.8% | 6,019 | $282K |
| Avior Wealth Management, LLC | 0.01% | Add +12.2% | 5,920 | $278K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -4.4% | 5,878 | $276K |
| Cardiff Park Advisors, LLC | 0.02% | New | 5,846 | $274K |
| Moseley Investment Management Inc. | 0.08% | Reduce -14.7% | 5,771 | $271K |
| MPS Loria Financial Planners, LLC | 0.07% | Add +0.2% | 5,747 | $270K |
| Provident Wealth Management, LLC | 0.08% | Reduce -2.3% | 5,711 | $268K |
| Heck Capital Advisors, LLC | 0.02% | Add +22.4% | 5,638 | $265K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 5,600 | $263K |
| Premier Path Wealth Partners, LLC | 0.03% | Add +20.5% | 5,589 | $262K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 261,798 | $262K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,568 | $261K |
| L & S Advisors Inc | 0.03% | Reduce -96.3% | 5,566 | $261K |
| Vident Advisory, LLC | 0.00% | Add +0.0% | 5,563 | $261K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -11.2% | 5,525 | $259K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -0.7% | 5,490 | $258K |
| Bogart Wealth, LLC | 0.01% | Add +0.7% | 5,479 | $257K |
| Kickstand Ventures, Llc. | 0.06% | New | 5,459 | $256K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.8% | 5,406 | $254K |
| Nalls Sherbakoff Group, LLC | 0.17% | Add +0.1% | 5,269 | $247K |
| Composition Wealth, LLC | 0.00% | Reduce -27.5% | 5,262 | $247K |
| Millennium Capital Advisors, LLC | 0.15% | Reduce -4.9% | 5,248 | $246K |
| Buckhead Capital Management LLC | 0.09% | Add +0.0% | 5,202 | $244K |
| Greenwood Capital Associates LLC | 0.03% | New | 5,196 | $244K |
| Cadence Bank | 0.01% | No change | 5,191 | $244K |
| Brookfield Corp | 0.00% | Add +289.3% | 5,178 | $243K |
| Wealth Preservation Advisors, LLC | 0.14% | Add +0.3% | 5,154 | $242K |
| Fiduciary Trust Co | 0.00% | Reduce -77.1% | 5,135 | $241K |
| J2 Capital Management Inc | 0.18% | Reduce -2.0% | 5,130 | $241K |
| Wealthcare Capital Partners, LLC | 0.11% | Add +1.6% | 5,123 | $240K |
| Investment Research Partners LLC | 0.11% | — | 5,133 | $240K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 5,103 | $239K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +1.4% | 4,985 | $234K |
| Ascentis Wealth Management, LLC | 0.06% | No change | 4,951 | $232K |
| Intellectus Partners, LLC | 0.04% | Add +1.1% | 4,906 | $230K |
| IFG Advisory, LLC | 0.01% | No change | 4,893 | $230K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -13.7% | 4,880 | $229K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 4,875 | $229K |
| Calton & Associates, Inc. | 0.03% | New | 4,846 | $227K |
| Ritholtz Wealth Management | 0.00% | Reduce -0.3% | 4,810 | $226K |
| Richard C. Young & CO., LTD. | 0.02% | Add +0.7% | 4,805 | $225K |
| Sfmg, LLC | 0.02% | No change | 4,725 | $222K |
| Moors & Cabot, Inc. | 0.01% | Add +0.1% | 4,696 | $220K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | Reduce -9.7% | 4,650 | $218K |
| EPG Wealth Management LLC | 0.06% | Add +0.8% | 4,585 | $215K |
| Savvy Advisors, Inc. | 0.01% | New | 4,539 | $213K |
| Private Advisory Group LLC | 0.02% | Add +5.6% | 4,524 | $212K |
| Pandora Wealth, Inc. | 0.13% | No change | 4,500 | $211K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Add +1.1% | 4,500 | $211K |
| Lyell Wealth Management, LP | 0.02% | No change | 4,500 | $211K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.9% | 4,475 | $210K |
| XTX Topco Ltd | 0.01% | New | 4,462 | $209K |
| Mosaic Financial Group, LLC | 0.15% | New | 4,462 | $209K |
| Southland Equity Partners LLC | 0.04% | Reduce -8.7% | 4,452 | $209K |
| Cadent Capital Advisors, LLC | 0.05% | Add +1.3% | 4,393 | $206K |
| Objective Capital Management, LLC | 0.21% | Reduce -27.6% | 4,353 | $204K |
| Valeo Financial Advisors, LLC | 0.00% | New | 4,340 | $204K |
| Searle & Co. | 0.05% | No change | 4,337 | $204K |
| Steinberganna Wealth Management | 0.09% | — | 4,301 | $202K |
| Hilltop National Bank | 0.05% | No change | 4,300 | $202K |
| Financial Insights, Inc. | 0.07% | New | 4,290 | $201K |
| Good Steward Wealth Advisors,LLC | 0.14% | Reduce -96.7% | 4,278 | $201K |
| Rainey & Randall Wealth Advisors Inc. | 0.03% | Add +2.0% | 4,263 | $200K |
| Icon Wealth Advisors, LLC | 0.01% | Add +1.9% | 4,138 | $194K |
| Roxbury Financial LLC | 0.16% | No change | 3,766 | $177K |
| Cary Street Partners Investment Advisory LLC | 0.07% | New | 3,650 | $171K |
| Sound Income Strategies, LLC | 0.01% | Add +26.7% | 3,732 | $170K |
| Arlington Trust Co LLC | 0.03% | No change | 3,207 | $151K |
| AE Wealth Management LLC | 0.00% | Add +13.3% | 3,186 | $150K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -21.7% | 3,120 | $146K |
| Whittier Trust Co. | 0.00% | Add +1.8% | 3,109 | $145K |
| Fifth Third Bancorp | 0.00% | Reduce -5.0% | 3,021 | $142K |
| Wellington Shields & Co., LLC | 0.04% | Reduce -14.5% | 2,862 | $134K |
| Bessemer Group Inc. | 0.00% | Add +22.7% | 2,627 | $123K |
| Atlantic Union Bankshares Corp | 0.00% | Add +495.0% | 2,380 | $112K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.7% | 2,275 | $107K |
| Golden State Wealth Management, LLC | 0.01% | Add +453.4% | 2,092 | $98K |
| Elevation Wealth Partners, LLC | 0.03% | Add +1.5% | 2,056 | $96K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 2,000 | $94K |
| Zions Bancorporation, National Association | 0.00% | No change | 2,000 | $94K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,000 | $93K |
| CENTRAL TRUST Co | 0.00% | No change | 1,944 | $91K |
| Redwood Park Advisors LLC | 0.06% | Add +0.1% | 1,819 | $85K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,750 | $82K |
| Eastern Bank | 0.00% | No change | 1,720 | $81K |
| CoreCap Advisors, LLC | 0.00% | Add +86.7% | 1,716 | $81K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.3% | 1,712 | $80K |
| Ancora Advisors LLC | 0.00% | Add +1.4% | 1,657 | $78K |
| Private Wealth Asset Management, LLC | 0.01% | Add +58.8% | 1,620 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,570 | $74K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,547 | $73K |
| NFSG Corp | 0.01% | Reduce -89.5% | 1,404 | $66K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -13.0% | 1,441 | $65K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 1,300 | $61K |
| TFC Financial Management, Inc. | 0.01% | New | 1,275 | $60K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,260 | $59K |
| Friedenthal Financial | 0.03% | No change | 1,241 | $58K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -63.8% | 1,178 | $55K |
| 10Elms LLP | 0.06% | No change | 1,150 | $54K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -34.5% | 1,115 | $52K |
| Summer Road LLC | 0.03% | Add +4.1% | 1,513 | $48K |
| Optimum Investment Advisors | 0.02% | No change | 1,000 | $47K |
| HM Payson & Co. | 0.00% | New | 1,000 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 976 | $46K |
| Spire Wealth Management | 0.00% | Reduce -79.5% | 970 | $46K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | Add +136.3% | 945 | $44K |
| City State Bank | 0.01% | No change | 837 | $39K |
| Independence Bank of Kentucky | 0.01% | Reduce -15.5% | 835 | $39K |
| First United Bank & Trust | 0.01% | No change | 834 | $39K |
| Founders Capital Management | 0.02% | No change | 808 | $38K |
| Montag A & Associates Inc. | 0.00% | No change | 802 | $38K |
| Crews Bank & Trust | 0.01% | No change | 800 | $38K |
| Nova Wealth Management, Inc. | 0.03% | Add +37.1% | 798 | $37K |
| Colonial Trust Co / SC | 0.01% | No change | 791 | $37K |
| Asset Dedication, LLC | 0.00% | No change | 672 | $32K |
| GAMMA Investing LLC | 0.00% | Add +213.9% | 653 | $31K |
| Copia Wealth Management | 0.02% | Reduce -24.6% | 626 | $29K |
| GS Investments, Inc. | 0.01% | No change | 600 | $28K |
| Manchester Capital Management LLC | 0.00% | No change | 600 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 599 | $28K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 591 | $28K |
| Archer Investment Corp | 0.01% | No change | 543 | $25K |
| REAP Financial Group, LLC | 0.01% | Add +2000.0% | 525 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 500 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.1% | 445 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1550.0% | 429 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 425 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 408 | $19K |
| Financial Consulate, Inc. | 0.00% | New | 400 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 397 | $19K |
| Parkside Financial Bank & Trust | 0.00% | No change | 395 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 357 | $17K |
| Empirical Asset Management, LLC | 0.00% | New | 15,662 | $16K |
| CGC Financial Services, LLC | 0.00% | No change | 325 | $15K |
| Mather Group, Llc. | 0.00% | New | 306 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | New | 301 | $14K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $14K |
| First Horizon Corp. | 0.00% | — | 300 | $14K |
| Wiser Advisor Group LLC | 0.02% | New | 287 | $13K |
| SouthState Bank Corp | 0.00% | Reduce -93.7% | 285 | $13K |
| Noble Wealth Management PBC | 0.01% | — | 275 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.4% | 262 | $12K |
| Aventura Private Wealth, LLC | 0.00% | No change | 247 | $12K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 238 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -67.0% | 233 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 216 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 206 | $10K |
| Davis Capital Management | 0.01% | — | 199 | $9K |
| Cheviot Value Management, LLC | 0.00% | No change | 172 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 171 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +20.0% | 186 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 168 | $8K |
| Blume Capital Management, Inc. | 0.00% | No change | 153 | $7K |
| Avion Wealth | 0.00% | No change | 168 | $7K |
| Kelleher Financial Advisors | 0.00% | New | 144 | $7K |
| Corsicana & Co. | 0.00% | — | 141 | $7K |
| Cedar Wealth Management, LLC | 0.00% | Add +2.2% | 140 | $7K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 139 | $7K |
| WFA of San Diego, LLC | 0.00% | Reduce -27.8% | 130 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 125 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 125 | $6K |
| Abound Wealth Management | 0.00% | Add +1.7% | 117 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 109 | $5K |
| SIMA Wealth Partners, LLC | 0.00% | Add +80.0% | 108 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 80 | $4K |
| Binnacle Investments Inc | 0.00% | New | 53 | $2K |
| Signaturefd, LLC | 0.00% | New | 52 | $2K |
| Transce3nd, LLC | 0.01% | Reduce -97.6% | 32 | $1K |
| SWAN Capital LLC | 0.00% | New | 20 | $939 |
| Cornerstone Planning Group LLC | 0.00% | New | 15 | $846 |
| MV Capital Management, Inc. | 0.00% | No change | 18 | $845 |
| Toth Financial Advisory Corp. | 0.00% | Reduce -50.0% | 13 | $611 |
| Park Square Financial Group, LLC | 0.00% | Reduce -97.3% | 12 | $563 |
| Evermay Wealth Management LLC | 0.00% | No change | 5 | $235 |
| Creekmur Asset Management LLC | 0.00% | Reduce -25.0% | 3 | $118 |
| Key Financial Inc | 0.00% | No change | 2 | $94 |
"% of holder's portfolio" is AMLP's weight in each manager's 13F, not the share of Alerian MLP ETF the manager owns.