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 826 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $5.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
307,188
shares
|
$14.8 Million
3.22% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
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%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
289,212
shares
|
$13.9 Million
0.07% of portfolio
|
Q2 2025
Added 30.14%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
284,113
shares
|
$13.7 Million
0.83% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
281,252
shares
|
$13.6 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
274,529
shares
|
$13.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.54%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
273,326
shares
|
$13.2 Million
1.58% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
261,798
shares
|
$12.6 Million
1.43% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
253,365
shares
|
$12.2 Million
3.92% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
253,290
shares
|
$12.2 Million
1.78% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
252,629
shares
|
$12.2 Million
1.07% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
245,175
shares
|
$11.8 Million
0.99% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
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%
|
|
|
Truffle Hound Capital, LLC
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
240,000
shares
|
$11.6 Million
3.0% of portfolio
|
Q2 2025
Added 41.18%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
239,428
shares
|
$11.5 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
229,163
shares
|
$11.1 Million
0.08% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
228,688
shares
|
$11 Million
0.15% of portfolio
|
Q2 2025
Reduced 51.5%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
223,358
shares
|
$10.8 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
216,673
shares
|
$10.5 Million
0.06% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
216,359
shares
|
$10.4 Million
0.3% of portfolio
|
Q2 2025
Added 80.58%
|
|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
211,807
shares
|
$10.2 Million
11.17% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
208,483
shares
|
$10.1 Million
0.89% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
207,777
shares
|
$10 Million
2.82% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
202,986
shares
|
$9.79 Million
10.57% of portfolio
|
Q2 2025
Reduced 31.1%
|