Security record
AMLP
Alerian MLP ETF · Financial Services · Asset Management
66Tracked holders
-3Δ holders
68.07MShares held
$3.53BReported value
+2New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +2.8% ·
net new positions -4.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | -3 | 68.07M | $3.53B | +2 | −5 |
| Q1 2026 | 70 | -5 | 66.22M | $3.49B | +1 | −6 |
| Q4 2025 | 74 | +1 | 65.13M | $3.06B | +1 | — |
| Q3 2025 | 10 | 0 | 23.00M | $1.08B | — | — |
| Q2 2025 | 7 | 0 | 330.82K | $16.16M | +1 | −1 |
| Q1 2025 | 5 | +1 | 179.58K | $9.33M | +2 | −1 |
| Q4 2024 | 4 | -1 | 574.18K | $27.65M | +1 | −2 |
| Q3 2024 | 5 | 0 | 270.48K | $12.75M | — | — |
| Q2 2024 | 5 | — | 89.48K | $4.29M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 16.07M | +1.5% | $833.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 8.87M | +4.4% | $459.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 7.43M | -1.2% | $385.20M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Goldman Sachs Group ✦ | 7.41M | +12.9% | $384.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 5 | LPL Financial LLC | 3.88M | +6.9% | $201.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 3.02M | -5.3% | $156.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 2.81M | +6.5% | $145.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 2.47M | +2.5% | $128.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | Creative Planning | 2.23M | -1.0% | $115.40M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Us Bancorp \De\ | 1.70M | +4.3% | $88.37M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 1.29M | +0.8% | $67.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 993.67K | -3.0% | $51.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 965.70K | +6.3% | $50.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 953.55K | +10.5% | $49.45M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Sumitomo Mitsui Trust Group, Inc. | 806.93K | -8.6% | $41.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 778.83K | +4.2% | $40.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 750.62K | -4.3% | $38.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 577.01K | +2.9% | $29.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Captrust Financial Advisors | 537.85K | -0.1% | $27.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 535.07K | +1.8% | $27.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 532.05K | -0.5% | $27.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 382.11K | +2.0% | $20.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 290.72K | -9.1% | $15.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citigroup Inc | 229.99K | +17.6% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Jones Financial Companies Lllp | 227.79K | +12.0% | $11.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 199.60K | -27.6% | $10.32M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 27 | Lido Advisors, LLC | 198.02K | +44.5% | $10.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Mariner, LLC | 157.07K | +2.2% | $8.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Cerity Partners LLC | 154.77K | +17.1% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Truist Financial Corp | 146.14K | +42.5% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Brown Advisory Inc | 129.62K | -4.7% | $6.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Fifth Third Bancorp | 114.27K | -5.2% | $5.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Corient Private Wealth LP | 109.40K | -21.8% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 108.54K | +7.1% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 92.86K | -5.1% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 87.38K | +16.7% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 81.96K | +2.5% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | GAMCO Investors ✦ | 63.10K | 0.0% | $3.27M | 0.0% | Held | 9 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 56.55K | +687.1% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 55.78K | +17.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | BlackRock ✦ (passive) | 53.80K | -1.7% | $2.79M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 42 | Assetmark, Inc | 52.26K | +886.0% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 49.49K | -12.7% | $2.57M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 44 | Gotham Asset Management ✦ | 41.15K | 0.0% | $2.13M | 0.0% | Held | 5 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 34.76K | -9.9% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Invesco Ltd. | 34.00K | -1.5% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Citadel Advisors ✦ | 33.21K | -8.0% | $1.72M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 30.18K | +6.4% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 29.23K | +21.4% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 50 | Bank Of Montreal /Can/ | 28.29K | -14.6% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 51 | Cibc World Market Inc. | 26.03K | +8.2% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 22.49K | -3.7% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | IMC-Chicago, LLC | 22.34K | +16.9% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Wealthfront Advisers LLC | 18.50K | +9.8% | $959,381 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Sei Investments Co | 16.18K | +7.3% | $839,050 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Franklin Resources Inc | 14.74K | -1.0% | $764,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Allspring Global Investments… | 14.80K | +3.5% | $764,028 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Northern Trust Corp | 14.14K | +51.2% | $733,262 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Pnc Financial Services Group, Inc. | 10.27K | -0.9% | $532,449 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 60 | Nuveen, LLC | 7.52K | New | $390,016 | 0.0% | New | 1 | SEC ↗ |
| 61 | First Trust Advisors Lp | 6.33K | +0.2% | $328,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Group One Trading Llc | 5.09K | -58.1% | $264,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 1.68K | +3.1% | $84,202 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | BROOKFIELD Corp /ON/ | 1.49K | New | $77,015 | 0.0% | New | 1 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 681 | -51.3% | $35,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 442 | -21.9% | $22,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $390,016 | 0.0% |
| BROOKFIELD Corp /ON/ | $77,015 | 0.0% |
Exited
| Renaissance Technologies | $2.50M | was 0.0% |
| Deutsche Bank Ag\ | $939,361 | was 0.0% |
| Simplex Trading, Llc | $823,131 | was 0.0% |
| Hrt Financial Lp | $633,000 | was 0.0% |
| National Bank Of Canada /Fi/ | $2,037 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 802 holders, 106.38M shares, $5.46B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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