Institutional Ownership Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information about the institutional ownership of Alps ETF Tr Alerian Mlp ETF (AMLP). We have compiled data on the 825 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $5.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
298,275
shares
|
$14.4 Million
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
294,595
shares
|
$14.2 Million
16.4% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
293,861
shares
|
$14.2 Million
10.58% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
291,331
shares
|
$14.1 Million
0.8% of portfolio
|
Q1 2025
Added 21.16%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
286,540
shares
|
$13.8 Million
2.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
270,699
shares
|
$13.1 Million
1.76% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
267,900
shares
|
$12.9 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
260,828
shares
|
$12.6 Million
0.87% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
247,016
shares
|
$11.9 Million
2.33% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
244,343
shares
|
$11.8 Million
5.39% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
243,909
shares
|
$11.8 Million
0.14% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
241,348
shares
|
$11.7 Million
1.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
241,336
shares
|
$11.7 Million
5.03% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
235,596
shares
|
$11.4 Million
4.61% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
228,198
shares
|
$11 Million
0.9% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
222,223
shares
|
$10.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
219,178
shares
|
$10.6 Million
0.09% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
218,167
shares
|
$10.5 Million
3.53% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
216,726
shares
|
$10.5 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
216,247
shares
|
$10.5 Million
12.1% of portfolio
|
Q1 2025
Added 41.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
202,747
shares
|
$9.8 Million
0.07% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
199,475
shares
|
$9.64 Million
0.77% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
198,683
shares
|
$9.6 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Shikiar Asset Management Inc
|
Apr 17, 2025 Q1 2025 |
196,300
shares
|
$9.49 Million
3.04% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Rokos Capital Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
189,814
shares
|
$9.17 Million
0.11% of portfolio
|
Q1 2025
New holding
|