Security record · archived quarter
AMLP
Alerian MLP ETF · Financial Services · Asset Management
74Tracked holders
+1Δ holders
65.13MShares held
$3.06BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.4% ·
share flow -1.6% ·
net new positions +1.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | -3 | 67.32M | $3.49B | +2 | −6 |
| 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 14.43M | -4.1% | $678.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | Bank Of America Corp /De/ | 8.57M | — | $403.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 7.05M | — | $331.37M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 4 | Goldman Sachs Group ✦ | 7.01M | -7.9% | $329.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 5 | LPL Financial LLC | 3.12M | — | $146.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 3.08M | — | $144.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Raymond James Financial Inc | 2.56M | — | $120.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 2.26M | — | $106.27M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 9 | Creative Planning | 2.25M | — | $106.00M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | Us Bancorp \De\ | 1.41M | — | $66.27M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 1.31M | — | $61.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 1.00M | — | $47.18M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Osaic Holdings, Inc. | 868.89K | — | $40.86M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 826.13K | — | $38.84M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 799.48K | — | $37.59M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 16 | Commonwealth Equity Services, Llc | 763.54K | — | $35.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 752.64K | — | $35.39M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 687.43K | — | $32.32M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 681.71K | — | $32.05M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 530.59K | — | $24.95M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 492.03K | — | $23.14M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 441.93K | — | $20.78M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 434.19K | — | $20.29M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Nomura Asset Management Co Ltd | 371.90K | — | $17.49M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 317.70K | — | $14.94M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 311.74K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Nuveen, LLC | 253.15K | — | $11.90M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 206.32K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 175.97K | — | $8.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Qube Research & Technologies Ltd | 150.99K | — | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 147.10K | +438.0% | $6.92M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 140.09K | +316.1% | $6.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Brown Advisory Inc | 131.79K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Cerity Partners LLC | 128.66K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Mariner, LLC | 128.38K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Lido Advisors, LLC | 124.51K | — | $5.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Mml Investors Services, Llc | 105.69K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 100.60K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 96.14K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Susquehanna International Group, Llp | 88.08K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Quantinno Capital Management LP | 85.28K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | GAMCO Investors ✦ | 63.10K | -0.2% | $2.97M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 56.99K | +7.5% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Neuberger Berman Group LLC | 52.93K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Tudor Investment Corp Et Al | 50.00K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | IMC-Chicago, LLC | 43.87K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 40.40K | -60.4% | $1.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Invesco Ltd. | 34.22K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Cwm, Llc | 31.91K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 27.75K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Hrt Financial Lp | 26.95K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 26.72K | +43.9% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 53 | Baird Financial Group, Inc. | 25.14K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | BlackRock ✦ (passive) | 24.14K | -10.5% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Bank of New York Mellon Corp | 23.12K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Cibc World Market Inc. | 22.05K | — | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 21.03K | 0.0% | $988,737 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Deutsche Bank Ag\ | 17.84K | — | $839,072 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Sei Investments Co | 16.67K | — | $783,880 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 15.37K | — | $722,697 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 14.83K | — | $697,220 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | Northwestern Mutual Wealth… | 14.66K | — | $689,452 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Allspring Global Investments… | 14.30K | — | $672,386 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Franklin Resources Inc | 14.26K | — | $670,270 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | BROOKFIELD Corp /ON/ | 10.79K | — | $507,369 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 8.79K | — | $413,353 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | AQR Capital Management ✦ | 7.95K | New | $374,002 | 0.0% | New | 1 | SEC ↗ |
| 68 | Simplex Trading, Llc | 7.46K | — | $350,816 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | First Trust Advisors Lp | 6.32K | — | $297,065 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Fifth Third Bancorp | 3.10K | — | $145,809 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Group One Trading Llc | 2.09K | — | $98,272 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 1.70K | — | $79,741 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 1.60K | — | $73,070 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 100 | — | $4,702 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $374,002 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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