# ALPS ETF TR (AMLP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AMLP/

- Reporting holders: 38
- Reported value: $91.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Violich Capital Management, Inc.](https://holderbook.com/funds/1326766-violich-capital-management-inc/) | $18.4M | 353,870 | 2.0% | 18 |
| [SEARCY FINANCIAL SERVICES INC /ADV](https://holderbook.com/funds/354923-searcy-financial-services-inc-adv/) | $15.6M | 301,702 | 5.6% | 19 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $9.7M | 184,780 | 1.4% | 3 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $6.0M | 115,077 | 0.7% | 3 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $5.4M | 103,612 | 3.5% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.5M | 86,125 | 0.0% | 16 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $4.5M | 85,792 | 3.1% | 4 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $3.9M | 75,321 | 0.6% | 25 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.0M | 58,047 | 0.1% | 17 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $2.9M | 55,269 | 0.0% | 16 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $2.5M | 47,543 | 0.2% | 23 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $1.9M | 37,050 | 1.4% | 4 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.5M | 29,850 | 0.4% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.5M | 28,954 | 0.1% | 15 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.4M | 26,805 | 0.2% | 10 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $1.4M | 26,457 | 1.3% | 2 |
| [ABLES, IANNONE, MOORE & ASSOCIATES, INC.](https://holderbook.com/funds/2013713-ables-iannone-moore-associates-inc/) | $1.3M | 24,681 | 0.7% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $812.7K | 15,668 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $812.1K | 15,656 | 0.0% | 9 |
| [Meadowbrook Wealth Management, LLC](https://holderbook.com/funds/2090468-meadowbrook-wealth-management-llc/) | $717.5K | 13,833 | 0.8% | 5 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $550.0K | 10,603 | 0.2% | 21 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $528.1K | 10,032 | 0.3% | 26 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $464.2K | 8,949 | 0.0% | 12 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $363.0K | 6,854 | 0.1% | 3 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $354.2K | 6,829 | 0.1% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $91.3M |
| Q2 2026 | 809 | $6.6B |
| Q1 2026 | 816 | $6.5B |
| Q4 2025 | 779 | $5.0B |
| Q3 2025 | 735 | $5.0B |
| Q2 2025 | 742 | $5.2B |
| Q1 2025 | 741 | $5.3B |
| Q4 2024 | 725 | $4.7B |
| Q3 2024 | 654 | $4.2B |
| Q2 2024 | 647 | $4.2B |
| Q1 2024 | 638 | $5.0B |
| Q4 2023 | 611 | $3.9B |