Alerian MLP ETFAMLPETF

13F holders, Q1 2026 (March 31)
814holders +39
99new positions
58sold out
5famous investors
$52.51avg. 13F price*

At the end of Q1 2026, 814 institutions reported holding Alerian MLP ETF (AMLP) in their 13F filings, up 39 from Q4 2025. 99 opened new positions and 58 sold out. The largest holders were Morgan Stanley ($833.6M), Bank of America Corp. ($446.9M) and Wells Fargo & Company ($395.7M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Alerian MLP ETF
Filed as
ALPS ETF TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions99$103.5M
Exits58$67.6M

All 13F filers, Q4 2025 → Q1 2026: 10,031,386 shares bought and 7,246,792 shares sold, net +2,784,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 814 holders

Morgan Stanley 0.05% Add +9.8% 15,835,961 $833.6M
Bank of America Corp. 0.03% Reduce -0.9% 8,490,654 $446.9M
Wells Fargo & Company 0.08% Add +6.7% 7,517,252 $395.7M
Goldman Sachs Group Inc. 0.05% Reduce -6.4% 6,563,117 $345.5M
Allen Investment Management, LLC 2.61% Add +6.8% 4,005,535 $210.9M
LPL Financial LLC 0.05% Add +16.4% 3,630,084 $191.1M
UBS Group AG 0.03% Add +3.7% 3,195,287 $168.2M
Raymond James Financial Inc. 0.04% Add +2.9% 2,637,986 $138.9M
Royal Bank of Canada 0.02% Add +6.8% 2,414,295 $127.1M
Creative Planning 0.08% Reduce -0.3% 2,247,071 $118.3M
US Bancorp \de 0.10% Add +16.0% 1,634,533 $86.0M
Naviter Wealth, LLC 8.85% Add +12.3% 1,345,764 $70.8M
Ameriprise Financial Inc. 0.02% Reduce -2.3% 1,275,253 $67.2M
Stifel Financial Corp. 0.05% Add +2.1% 1,024,383 $53.9M
Stephens Inc. 0.67% Reduce -0.2% 1,010,395 $53.2M
Envestnet Asset Management Inc. 0.01% Add +33.2% 908,039 $47.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +6.8% 882,651 $46.5M
Osaic Holdings, Inc. 0.07% Reduce -0.6% 863,290 $45.4M
Cambridge Investment Research Advisors, Inc. 0.11% Add +166.8% 797,815 $42.0M
HighTower Advisors, LLC 0.04% Add +4.2% 784,184 $41.3M
Commonwealth Equity Services, LLC 0.05% Reduce -2.1% 747,184 $39.3M
Proficio Capital Partners LLC 1.72% Reduce -15.0% 610,337 $32.1M
TIAA Wealth Investment Management LLC 0.25% — 602,832 $32.1M
Rockefeller Capital Management L.P. 0.05% Reduce -29.9% 560,656 $29.5M
NewEdge Advisors, LLC 0.11% Add +38.0% 557,518 $29.3M
Janney Montgomery Scott LLC 0.07% Add +10.7% 549,908 $28.9M
Captrust Financial Advisors 0.05% Add +21.8% 538,203 $28.3M
Blair William & Co. 0.08% Add +0.8% 534,883 $28.2M
Cetera Investment Advisers 0.03% Add +6.8% 525,634 $27.7M
EP Wealth Advisors, LLC 0.13% Reduce -0.7% 514,685 $27.1M
School Employees Retirement Board of Ohio 10.88% No change 506,822 $26.7M
FWL Investment Management, LLC 5.48% Add +20.9% 474,255 $25.0M
Oxbow Advisors, LLC 2.06% Add +100.4% 453,356 $23.9M
Spirepoint Private Client, LLC 2.13% Add +13.8% 424,860 $22.4M
Aprio Wealth Management, LLC 1.18% Add +5.9% 410,468 $21.6M
Choreo, LLC 0.25% Reduce -3.6% 393,535 $20.7M
TRUE Private Wealth Advisors 1.92% Add +8.2% 383,010 $20.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -13.8% 374,509 $19.6M
D.A. Davidson & Co. 0.12% Add +11.3% 366,812 $19.3M
First American Trust, FSB 1.28% Reduce -0.2% 361,588 $19.0M
Violich Capital Management, Inc. 2.08% Add +0.5% 337,595 $17.8M
RS Crum Inc. 3.39% Add +3.0% 333,012 $17.5M
Focus Partners Wealth 0.02% Add +0.6% 319,667 $16.8M
Searcy Financial Services Inc. 6.05% Reduce -17.6% 309,713 $16.3M
Checchi Capital Advisers, LLC 1.08% Reduce -7.0% 297,605 $15.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.06% — 295,019 $15.5M
Cary Street Partners Financial LLC 0.38% Add +14.4% 294,319 $15.5M
Wealth Alliance, LLC 1.52% Add +6.3% 292,167 $15.4M
Allworth Financial LP 0.06% Add +1.5% 286,518 $15.1M
North Star Investment Management Corp. 0.91% Add +28.4% 286,205 $15.1M
JPMorgan Chase & Co. 0.00% Add +931.8% 275,660 $14.7M
Nicolet Bankshares Inc. 0.54% Add +122.3% 278,583 $14.6M
Tectonic Advisors LLC 0.76% Add +1.6% 272,698 $14.4M
Prospera Financial Services Inc 0.23% Reduce -13.4% 267,353 $14.1M
Summit Financial Wealth Advisors, LLC 1.90% Reduce -1.9% 254,318 $13.4M
Novare Capital Management LLC 1.03% Add +0.1% 247,800 $13.0M
Kestra Advisory Services, LLC 0.05% Add +55.7% 247,302 $13.0M
Fortem Financial Group, LLC 3.25% Add +1.5% 245,708 $12.9M
Hilton Capital Management, LLC 0.96% Add +1.7% 242,654 $12.8M
Legacy Financial Independent Advisors LLC 6.64% — 242,427 $12.8M
Truffle Hound Capital, LLC 7.74% No change 240,000 $12.6M
Stansberry Asset Management, LLC 1.28% Add +208.8% 231,837 $12.2M
Prime Capital Investment Advisors, LLC 0.13% Reduce -1.3% 220,740 $11.6M
Vista Finance, LLC 9.17% Reduce -0.8% 219,454 $11.6M
IronBridge Private Wealth, LLC 3.68% Reduce -17.8% 216,983 $11.4M
Private Advisor Group, LLC 0.05% Reduce -0.3% 216,257 $11.4M
Kera Capital Partners, Inc. 1.36% Add +36.6% 210,781 $11.1M
Baldwin Wealth Partners LLC 0.80% Reduce -3.0% 208,811 $11.0M
Jones Financial Companies LLLP 0.01% Reduce -1.4% 203,343 $10.9M
Williams Jones Wealth Management, LLC. 0.13% Add +10.6% 200,160 $10.5M
Oak Harvest Investment Services 1.10% Add +10.1% 200,040 $10.5M
Granby Capital Management, LLC 6.03% No change 200,000 $10.5M
Ardsley Advisory Partners LP 1.60% New 200,000 $10.5M
Citigroup Inc. 0.01% Add +11.2% 195,658 $10.3M
J.W. Cole Advisors, Inc. 0.34% Add +14.7% 189,901 $10.0M
Elgethun Capital Management 1.65% Add +0.4% 189,327 $10.0M
Fortis Group Advisors, LLC 1.65% Add +28.5% 183,853 $9.9M
Financial Management Network Inc. 1.47% New 183,167 $9.6M
DAVENPORT & Co LLC 0.05% Add +10.4% 179,130 $9.4M
Shikiar Asset Management Inc. 3.01% Reduce -2.8% 178,545 $9.4M
Bard Associates Inc. 2.28% Add +0.1% 172,682 $9.1M
Evergreen Capital Management LLC 0.19% Add +2.8% 169,630 $8.9M
Transcend Capital Advisors, LLC 0.70% Reduce -2.5% 165,952 $8.7M
Brick & Kyle, Associates 2.83% Reduce -5.6% 162,583 $8.6M
NorthCoast Asset Management LLC 0.20% New 159,937 $8.4M
Nwam LLC 0.48% Add +0.9% 157,549 $8.3M
Left Brain Wealth Management, LLC 3.20% Add +5.3% 154,731 $8.1M
Mariner, LLC 0.01% Add +19.7% 153,655 $8.1M
Advisors Asset Management, Inc. 0.13% Add +10.3% 151,544 $8.0M
Ball & Co Wealth Management Inc. 6.66% Add +3.4% 151,234 $8.0M
Muhlenkamp & Co. Inc. 2.09% Reduce -14.6% 150,615 $7.9M
Steward Partners Investment Advisory, LLC 0.04% Add +6.9% 150,251 $7.9M
U.S. Capital Wealth Advisors, LLC 0.20% Add +28.3% 149,445 $7.9M
Sanctuary Advisors, LLC 0.04% Reduce -19.8% 147,693 $7.8M
Quadrature Capital Ltd 0.09% Reduce -69.2% 146,924 $7.7M
Advisors Preferred, LLC 1.08% New 139,680 $7.4M
Lido Advisors, LLC 0.03% Add +10.1% 137,087 $7.2M
Independent Advisor Alliance 0.08% Add +1056.3% 137,037 $7.2M
Brown Advisory Inc. 0.01% Add +3.2% 136,039 $7.2M
5th Street Advisors, LLC 3.10% Add +20.7% 135,983 $7.2M

"% 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 814 holders