Alerian MLP ETFAMLPETF

13F holders, Q4 2025 (December 31)
775holders +46
57new positions
46sold out
7famous investors
$46.77avg. 13F price*

At the end of Q4 2025, 775 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 46 from Q3 2025. 57 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($678.4M), Bank of America Corp. ($403.1M) and Wells Fargo & Company ($331.4M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Alerian MLP ETF
Filed as
ALPS ETF TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions57$48.8M
Exits46$75.1M

All 13F filers, Q3 2025 → Q4 2025: 5,222,197 shares bought and 7,241,102 shares sold, net −2,018,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 775 holders

Morgan Stanley 0.04% Reduce -4.1% 14,428,816 $678.4M
Bank of America Corp. 0.03% Add +3.1% 8,572,160 $403.1M
Wells Fargo & Company 0.06% Reduce -2.0% 7,047,351 $331.4M
Goldman Sachs Group Inc. 0.05% Reduce -7.9% 7,010,723 $329.6M
Allen Investment Management, LLC 1.95% Add +7.1% 3,751,091 $176.4M
LPL Financial LLC 0.04% Reduce -1.7% 3,118,732 $146.6M
UBS Group AG 0.03% Reduce -4.6% 3,082,158 $144.9M
Raymond James Financial Inc. 0.04% Add +0.7% 2,564,934 $120.6M
Royal Bank of Canada 0.02% Reduce -0.9% 2,260,149 $106.3M
Creative Planning 0.08% Reduce -0.3% 2,254,417 $106.0M
US Bancorp \de 0.08% Add +17.7% 1,409,498 $66.3M
Ameriprise Financial Inc. 0.01% Reduce -15.1% 1,305,045 $61.3M
Naviter Wealth, LLC 7.35% Reduce -14.2% 1,198,323 $56.3M
Stephens Inc. 0.59% Reduce -6.6% 1,012,846 $47.6M
Stifel Financial Corp. 0.04% Reduce -6.0% 1,003,312 $47.2M
Tiaa Trust, National Association 0.11% Reduce -0.5% 983,759 $46.4M
Osaic Holdings, Inc. 0.06% Reduce -12.0% 868,886 $40.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -12.2% 826,135 $38.8M
Rockefeller Capital Management L.P. 0.07% Reduce -12.7% 799,483 $37.6M
Commonwealth Equity Services, LLC 0.05% Add +9.4% 763,542 $35.9M
HighTower Advisors, LLC 0.04% Reduce -9.9% 752,637 $35.4M
Proficio Capital Partners LLC 2.37% Add +39.8% 718,380 $33.8M
Assetmark, Inc. 0.07% Reduce -4.1% 687,435 $32.3M
Envestnet Asset Management Inc. 0.01% Reduce -46.5% 681,709 $32.1M
Blair William & Co. 0.07% Add +0.7% 530,590 $24.9M
EP Wealth Advisors, LLC 0.13% — 518,319 $24.4M
School Employees Retirement Board of Ohio 11.64% No change 506,822 $23.8M
Janney Montgomery Scott LLC 0.05% Reduce -11.5% 496,967 $23.4M
Cetera Investment Advisers 0.03% Reduce -2.9% 492,027 $23.1M
Quadrature Capital Ltd 0.23% Add +709.1% 476,492 $22.4M
Captrust Financial Advisors 0.04% Add +1.1% 441,931 $20.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +5.1% 434,195 $20.3M
Choreo, LLC 0.25% Reduce -3.0% 408,204 $19.3M
Thrivent Financial for Lutherans 0.03% Add +1508.5% 406,459 $19.1M
NewEdge Advisors, LLC 0.07% Reduce -14.8% 404,117 $19.0M
FWL Investment Management, LLC 4.44% Add +15.1% 392,396 $18.5M
Aprio Wealth Management, LLC 1.05% Add +7.7% 387,540 $18.2M
Searcy Financial Services Inc. 6.55% Add +6.6% 375,719 $17.7M
Spirepoint Private Client, LLC 1.68% Add +14.5% 373,406 $17.6M
Nomura Asset Management Co. Ltd. 0.04% Reduce -20.8% 371,900 $17.5M
First American Trust, FSB 1.17% Reduce -3.3% 362,252 $17.0M
TRUE Private Wealth Advisors 1.67% Add +1.6% 354,031 $16.6M
Violich Capital Management, Inc. 1.76% Add +23.7% 335,815 $15.8M
D.A. Davidson & Co. 0.09% Add +3.1% 329,419 $15.5M
RS Crum Inc. 3.04% Add +3.1% 323,359 $15.2M
Checchi Capital Advisers, LLC 1.02% Add +0.3% 320,098 $15.1M
Focus Partners Wealth 0.02% Reduce -0.5% 317,701 $14.9M
Prospera Financial Services Inc 0.24% Reduce -3.0% 308,582 $14.5M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -4.8% 298,989 $14.1M
Trivium Point Advisory, LLC 1.36% Add +16.1% 287,063 $13.5M
Gateway Wealth Partners, LLC 1.49% Reduce -3.3% 285,091 $13.4M
Allworth Financial LP 0.05% Reduce -2.0% 282,175 $13.3M
Wealth Alliance, LLC 1.27% Reduce -6.3% 274,965 $12.9M
Tectonic Advisors LLC 0.67% Reduce -10.3% 268,336 $12.6M
IronBridge Private Wealth, LLC 3.92% No change 263,983 $12.4M
Summit Financial Wealth Advisors, LLC 1.74% Reduce -22.2% 259,174 $12.2M
Cary Street Partners Financial LLC 0.30% Add +19.1% 257,238 $12.1M
Nuveen, LLC 0.00% No change 253,147 $11.9M
Novare Capital Management LLC 0.87% Add +3.1% 247,500 $11.6M
Orion Porfolio Solutions, LLC 0.08% Add +3.1% 242,784 $11.4M
Fortem Financial Group, LLC 3.04% Reduce -0.5% 242,111 $11.4M
Truffle Hound Capital, LLC 6.60% No change 240,000 $11.3M
Hilton Capital Management, LLC 0.85% Add +1.4% 238,681 $11.2M
Oxbow Advisors, LLC 0.95% Add +11.8% 226,260 $10.6M
Prime Capital Investment Advisors, LLC 0.13% Reduce -0.4% 223,647 $10.5M
North Star Investment Management Corp. 0.66% Add +10.8% 222,961 $10.5M
Vista Finance, LLC 6.92% Reduce -0.8% 221,153 $10.4M
Private Advisor Group, LLC 0.05% Add +0.6% 216,906 $10.2M
Baldwin Wealth Partners LLC 0.65% Reduce -2.6% 215,274 $10.1M
Jones Financial Companies LLLP 0.01% Add +8.4% 206,323 $9.7M
Granby Capital Management, LLC 5.02% New 200,000 $9.4M
Elgethun Capital Management 1.53% Add +6.1% 188,564 $8.9M
Sanctuary Advisors, LLC 0.05% Add +20.3% 184,231 $8.7M
Shikiar Asset Management Inc. 2.34% Reduce -3.3% 183,675 $8.6M
Oak Harvest Investment Services 0.93% Add +8.6% 181,682 $8.5M
Williams Jones Wealth Management, LLC. 0.10% Reduce -1.3% 180,905 $8.5M
Muhlenkamp & Co. Inc. 2.23% Reduce -0.2% 176,301 $8.3M
Citigroup Inc. 0.01% Add +7.4% 175,970 $8.3M
Bard Associates Inc. 2.09% Add +70.7% 172,527 $8.1M
Brick & Kyle, Associates 2.88% Reduce -1.8% 172,307 $8.1M
Transcend Capital Advisors, LLC 0.62% Add +24.3% 170,189 $8.0M
Nicolet Advisory Services, LLC 0.52% Reduce -24.9% 160,871 $7.8M
Evergreen Capital Management LLC 0.17% Reduce -6.4% 165,031 $7.8M
Kera Capital Partners, Inc. 0.95% Add +52.5% 154,355 $7.7M
DAVENPORT & Co LLC 0.04% Add +13.0% 162,254 $7.6M
Kestra Advisory Services, LLC 0.03% Add +1.4% 158,818 $7.5M
Nwam LLC 0.41% Reduce -2.2% 156,083 $7.4M
Enclave Advisors LLC 1.04% Reduce -53.5% 155,689 $7.3M
Fortis Group Advisors, LLC 1.20% Add +1.4% 143,044 $7.2M
Qube Research & Technologies Ltd 0.01% Add +212.5% 150,992 $7.1M
Commerce Bank 0.04% Add +0.2% 150,502 $7.1M
D. E. Shaw & Co. 0.01% Add +438.0% 147,104 $6.9M
Left Brain Wealth Management, LLC 2.39% Add +0.9% 146,961 $6.9M
Ball & Co Wealth Management Inc. 4.43% Reduce -32.5% 146,297 $6.9M
Steward Partners Investment Advisory, LLC 0.04% Reduce -17.3% 140,518 $6.6M
Citadel Advisors 0.00% Add +316.1% 140,092 $6.6M
Advisors Asset Management, Inc. 0.11% Add +8.2% 137,372 $6.5M
ORG Partners LLC 1.13% Reduce -8.3% 134,523 $6.3M
NTV Asset Management LLC 0.66% Add +3.6% 132,913 $6.2M
Brown Advisory Inc. 0.01% Add +96.2% 131,792 $6.2M

"% 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 775 holders