Security record · archived quarter
AMLP
Alerian MLP ETF · Financial Services · Asset Management
70Tracked holders
-5Δ holders
66.22MShares held
$3.49BReported value
+1New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +1.6% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 15.84M | +9.8% | $833.61M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Bank Of America Corp /De/ | 8.49M | -0.9% | $446.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 7.52M | +6.7% | $395.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Goldman Sachs Group ✦ | 6.56M | -6.4% | $345.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | LPL Financial LLC | 3.63M | +16.4% | $191.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 3.20M | +3.7% | $168.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Raymond James Financial Inc | 2.64M | +2.9% | $138.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 2.41M | +6.8% | $127.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 9 | Creative Planning | 2.25M | -0.3% | $118.29M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Us Bancorp \De\ | 1.63M | +16.0% | $86.04M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 1.28M | -2.3% | $67.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 1.02M | +2.1% | $53.92M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Envestnet Asset Management Inc | 908.04K | +33.2% | $47.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 882.65K | +6.8% | $46.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 863.29K | -0.6% | $45.45M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | HighTower Advisors, LLC | 784.18K | +4.2% | $41.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 747.18K | -2.1% | $39.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 560.66K | -29.9% | $29.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Captrust Financial Advisors | 538.20K | +21.8% | $28.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Blair William & Co/Il | 534.88K | +0.8% | $28.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 525.63K | +6.8% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 374.51K | -13.8% | $19.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 319.67K | +0.6% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 275.66K | +931.8% | $14.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Jones Financial Companies Lllp | 203.34K | -1.4% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 195.66K | +11.2% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 153.66K | +19.7% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Lido Advisors, LLC | 137.09K | +10.1% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Brown Advisory Inc | 136.04K | +3.2% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Cerity Partners LLC | 132.21K | +2.8% | $6.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Corient Private Wealth LP | 139.94K | -55.1% | $6.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 120.55K | +3787.6% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 102.53K | +6.6% | $5.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Quantinno Capital Management LP | 101.35K | +18.9% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 97.83K | -35.2% | $5.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 79.93K | -20.6% | $4.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 74.85K | -29.2% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | GAMCO Investors ✦ | 63.10K | 0.0% | $3.32M | 0.0% | Held | 8 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 56.69K | -0.5% | $2.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 40 | BlackRock ✦ (passive) | 54.71K | +126.6% | $2.88M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 41 | CIBC Bancorp USA Inc. | 47.49K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Renaissance Technologies ✦ | 47.41K | +17.4% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 41.15K | +95.7% | $2.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 38.58K | -56.2% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Citadel Advisors ✦ | 36.10K | -74.2% | $1.90M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 46 | Invesco Ltd. | 34.52K | +0.9% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Cwm, Llc | 34.26K | +7.3% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 33.11K | +19.3% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | Northwestern Mutual Wealth… | 28.37K | +93.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 24.07K | +4.1% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Cibc World Market Inc. | 24.05K | +9.1% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 23.35K | -7.1% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | IMC-Chicago, LLC | 19.11K | -56.5% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 17.84K | 0.0% | $939,361 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Wealthfront Advisers LLC | 16.86K | +9.7% | $887,405 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Simplex Trading, Llc | 15.64K | +109.6% | $823,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Sei Investments Co | 15.08K | -9.6% | $793,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Franklin Resources Inc | 14.88K | +4.4% | $783,493 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Allspring Global Investments… | 14.30K | 0.0% | $752,752 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Group One Trading Llc | 12.15K | +481.4% | $639,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Hrt Financial Lp | 12.03K | -55.4% | $633,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 10.36K | -30.1% | $545,402 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 63 | Northern Trust Corp | 9.35K | +6.4% | $492,289 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | AQR Capital Management ✦ | 7.18K | -9.7% | $378,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | First Trust Advisors Lp | 6.32K | 0.0% | $332,571 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Assetmark, Inc | 5.30K | -99.2% | $278,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | TD Waterhouse Canada Inc. | 1.63K | +1.6% | $81,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 1.40K | -17.6% | $73,583 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 566 | +466.0% | $29,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 40 | New | $2,037 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| National Bank Of Canada /Fi/ | $2,037 | 0.0% |
Exited
| Nomura Asset Management Co Ltd | $17.49M | was 0.0% |
| Nuveen, LLC | $11.90M | was 0.0% |
| D. E. Shaw & Co. | $6.92M | was 0.0% |
| Neuberger Berman Group LLC | $2.49M | was 0.0% |
| Tudor Investment Corp Et Al | $2.35M | was 0.0% |
| BROOKFIELD Corp /ON/ | $507,369 | 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: Q1 2026 ·
Methodology ·
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