ALPS ETF TR (AMLP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
781
Reporting holders
$6.3B
Reported value
11.2%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $833.2M | 16,070,257 | 0.04% | 25q | +1.5%+$12.1M |
| JANE STREET GROUP, LLC | $684.9M | options only | 0.06% | 8q | OPTIONS |
| BANK OF AMERICA CORP /DE/ | $459.7M | 8,866,456 | 0.03% | 25q | +4.4%+$19.5M |
| WELLS FARGO & COMPANY/MN | $385.2M | 7,429,142 | 0.06% | 25q | -50.6%-$394.3M |
| GOLDMAN SACHS GROUP INC | $384.2M | 7,409,556 | 0.03% | 25q | +12.9%+$43.9M |
| Allen Investment Management, LLC | $230.2M | 4,440,395 | 2.73% | 25q | +10.9%+$22.5M |
| LPL Financial LLC | $201.2M | 3,880,321 | 0.05% | 25q | +6.9%+$13.0M |
| UBS Group AG | $156.8M | 3,024,792 | 0.02% | 25q | -5.3%-$8.8M |
| RAYMOND JAMES FINANCIAL INC | $145.7M | 2,810,836 | 0.04% | 7q | +6.6%+$9.0M |
| ROYAL BANK OF CANADA | $128.2M | 2,473,354 | 0.02% | 25q | +2.4%+$3.1M |
| Creative Planning | $115.4M | 2,225,589 | 0.07% | 25q | -1.0%-$1.1M |
| US BANCORP \DE\ | $88.4M | 1,704,381 | 0.10% | 25q | +4.3%+$3.6M |
| Naviter Wealth, LLC | $85.0M | 1,639,760 | 7.71% | 19q | +21.8%+$15.2M |
| AMERIPRISE FINANCIAL INC | $67.1M | 1,285,186 | 0.01% | 25q | -49.6%-$66.0M |
| STEPHENS INC /AR/ | $52.4M | 1,010,491 | 0.59% | 25q | HELD |
| STIFEL FINANCIAL CORP | $51.5M | 993,674 | 0.04% | 25q | -3.0%-$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $50.1M | 965,702 | 0.01% | 25q | +6.4%+$3.0M |
| OSAIC HOLDINGS, INC. | $49.4M | 953,551 | 0.06% | 25q | +10.5%+$4.7M |
| Sumitomo Mitsui Trust Group, Inc. | $41.8M | 806,927 | 0.02% | 25q | -8.6%-$3.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $40.4M | 778,825 | 0.05% | 25q | +4.2%+$1.6M |
| HighTower Advisors, LLC | $38.9M | 750,619 | 0.04% | 25q | -4.3%-$1.7M |
| NewEdge Advisors, LLC | $32.6M | 627,920 | 0.10% | new | NEW |
| Proficio Capital Partners LLC | $32.2M | 621,953 | 1.16% | 17q | +1.9%+$602.3K |
| TIAA Wealth Investment Management LLC | $30.9M | 597,479 | 0.21% | 2q | -0.9%-$276.8K |
| Rockefeller Capital Management L.P. | $29.9M | 577,011 | 0.05% | 25q | +2.9%+$848.0K |
| TRUE Private Wealth Advisors | $28.8M | 555,543 | 2.49% | 25q | +45.0%+$8.9M |
| CAPTRUST FINANCIAL ADVISORS | $27.9M | 537,851 | 0.04% | 25q | HELD |
| Cetera Investment Advisers | $27.7M | 535,072 | 0.03% | 23q | +1.8%+$489.4K |
| BLAIR WILLIAM & CO/IL | $27.6M | 532,049 | 0.07% | 25q | -0.5%-$146.9K |
| EP Wealth Advisors, LLC | $26.9M | 517,943 | 0.10% | 9q | +0.6%+$168.9K |
| Oxbow Advisors, LLC | $26.4M | 509,673 | 2.15% | 11q | +12.4%+$2.9M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $26.3M | 506,822 | 9.47% | 8q | HELD |
| FWL INVESTMENT MANAGEMENT, LLC | $26.1M | 503,526 | 4.79% | 23q | +6.2%+$1.5M |
| SPIREPOINT PRIVATE CLIENT, LLC | $23.3M | 448,645 | 1.88% | 10q | +5.6%+$1.2M |
| Aprio Wealth Management, LLC | $22.2M | 427,719 | 1.10% | 10q | +4.2%+$894.5K |
| CHOREO, LLC | $20.5M | 395,348 | 0.22% | 25q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.1M | 382,113 | 0.03% | 12q | +2.0%+$400.7K |
| Trivium Point Advisory, LLC | $19.6M | 378,254 | 1.78% | 11q | +649.9%+$17.0M |
| D.A. DAVIDSON & CO. | $18.5M | 356,287 | 0.10% | 25q | -2.9%-$545.7K |
| Hilton Capital Management, LLC | $17.6M | 338,754 | 1.20% | 6q | +39.6%+$5.0M |
| Violich Capital Management, Inc. | $17.3M | 333,845 | 1.88% | 17q | -1.1%-$194.4K |
| RS CRUM INC. | $17.2M | 331,386 | 3.22% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.0M | 34,761 | 0.00% | 25q | -9.9%-$1.9M |
| FIRST AMERICAN TRUST, FSB | $16.6M | 319,657 | 1.00% | 17q | -11.6%-$2.2M |
| SEARCY FINANCIAL SERVICES INC /ADV | $16.0M | 308,099 | 5.36% | 18q | -0.5%-$83.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $15.5M | 299,656 | 0.34% | 7q | +1.8%+$276.7K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $15.5M | 299,107 | 0.05% | 2q | +1.4%+$212.0K |
| Checchi Capital Advisers, LLC | $15.5M | 298,363 | 0.70% | 21q | HELD |
| North Star Investment Management Corp. | $15.3M | 295,028 | 0.83% | 25q | +3.1%+$457.5K |
| Focus Partners Wealth | $15.1M | 290,720 | 0.02% | 10q | -9.1%-$1.5M |
| WEALTH ALLIANCE, LLC | $14.6M | 282,387 | 1.23% | 25q | -3.3%-$507.1K |
| TECTONIC ADVISORS LLC | $14.5M | 280,210 | 0.70% | 23q | +2.8%+$389.5K |
| Allworth Financial LP | $14.4M | 278,050 | 0.06% | 16q | -3.0%-$439.1K |
| NICOLET BANKSHARES INC | $14.3M | 275,028 | 0.45% | 25q | -1.3%-$184.5K |
| Prospera Financial Services Inc | $14.2M | 273,749 | 0.21% | 23q | +2.4%+$331.7K |
| VISTA FINANCE, LLC | $13.4M | 258,127 | 7.48% | 17q | +17.6%+$2.0M |
| Kestra Advisory Services, LLC | $13.3M | 256,358 | 0.04% | 24q | +3.7%+$469.6K |
| Summit Financial Wealth Advisors, LLC | $13.2M | 254,098 | 1.68% | 18q | HELD |
| NOVARE CAPITAL MANAGEMENT LLC | $12.9M | 248,500 | 0.91% | 23q | HELD |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $12.8M | 246,815 | 6.02% | 2q | +1.8%+$227.5K |
| FORTEM FINANCIAL GROUP, LLC | $12.6M | 242,533 | 2.56% | 23q | -1.3%-$164.6K |
| STANSBERRY ASSET MANAGEMENT, LLC | $12.6M | 242,497 | 1.15% | 6q | +4.6%+$552.7K |
| Truffle Hound Capital, LLC | $12.4M | 240,000 | 2.66% | 7q | HELD |
| Kera Capital Partners, Inc. | $12.0M | 230,738 | 1.15% | 5q | +9.5%+$1.0M |
| CITIGROUP INC | $11.9M | 229,990 | 0.00% | 25q | +17.5%+$1.8M |
| JONES FINANCIAL COMPANIES LLLP | $11.7M | 227,795 | 0.00% | 10q | +12.0%+$1.3M |
| Corient Private Wealth LP | $11.3M | 218,798 | 0.01% | 15q | +56.4%+$4.1M |
| Prime Capital Investment Advisors, LLC | $11.0M | 212,150 | 0.11% | 20q | -3.9%-$445.4K |
| Williams Jones Wealth Management, LLC. | $10.7M | 206,027 | 0.12% | 11q | +2.9%+$304.2K |
| Oak Harvest Investment Services | $10.6M | 205,080 | 0.99% | 5q | +2.5%+$261.3K |
| DAVENPORT & Co LLC | $10.4M | 200,918 | 0.05% | 25q | +12.2%+$1.1M |
| ARDSLEY ADVISORY PARTNERS LP | $10.4M | 200,000 | 1.08% | 2q | HELD |
| Granby Capital Management, LLC | $10.4M | 200,000 | 5.41% | 3q | HELD |
| BALDWIN WEALTH PARTNERS LLC/MA | $10.4M | 199,762 | 0.68% | 17q | -4.3%-$469.2K |
| JPMORGAN CHASE & CO | $10.3M | 199,600 | 0.00% | 25q | -27.6%-$3.9M |
| Lido Advisors, LLC | $10.3M | 198,019 | 0.03% | 25q | +44.4%+$3.2M |
| Elgethun Capital Management | $10.2M | 196,637 | 1.42% | 24q | +3.9%+$379.0K |
| J.W. COLE ADVISORS, INC. | $10.1M | 195,021 | 0.17% | 19q | +2.7%+$265.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $10.1M | 186,807 | 1.45% | 2q | +2.0%+$196.7K |
| TRANSCEND CAPITAL ADVISORS, LLC | $10.1M | 194,367 | 0.68% | 24q | +17.1%+$1.5M |
| Fortis Group Advisors, LLC | $9.8M | 189,931 | 1.57% | 15q | +3.3%+$315.1K |
| Csenge Advisory Group | $9.8M | 189,897 | 0.40% | new | NEW |
| Arax Advisory Partners | $9.6M | 185,243 | 0.06% | 16q | +2530.9%+$9.2M |
| BARD ASSOCIATES INC | $8.9M | 171,562 | 1.97% | 8q | -0.6%-$58.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $8.9M | 171,317 | 0.16% | 25q | +1.0%+$87.5K |
| Steward Partners Investment Advisory, LLC | $8.7M | 167,510 | 0.04% | 25q | +11.5%+$894.9K |
| Brick & Kyle, Associates | $8.6M | 162,583 | 2.83% | 25q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $8.4M | 162,548 | 0.01% | 25q | +103.4%+$4.3M |
| NWAM LLC | $8.2M | 157,897 | 0.41% | 8q | HELD |
| Mariner, LLC | $8.1M | 157,067 | 0.01% | 25q | +2.2%+$176.9K |
| Advisors Asset Management, Inc. | $8.1M | 156,577 | 0.12% | 8q | +3.3%+$261.0K |
| Private Advisor Group, LLC | $8.1M | 156,022 | 0.04% | 25q | -27.9%-$3.1M |
| Cerity Partners LLC | $8.0M | 154,772 | 0.01% | 25q | +17.1%+$1.2M |
| &PARTNERS | $8.0M | 153,572 | 0.03% | 9q | +38.9%+$2.2M |
| MUHLENKAMP & CO INC | $7.8M | 150,615 | 2.26% | 24q | HELD |
| Left Brain Wealth Management, LLC | $7.7M | 149,437 | 2.34% | 15q | -3.4%-$274.5K |
| TRUIST FINANCIAL CORP | $7.6M | 146,143 | 0.01% | 25q | +42.5%+$2.3M |
| Advisors Preferred, LLC | $7.6M | 145,325 | 1.17% | 2q | +4.0%+$293.9K |
| Advisory Services Network, LLC | $7.4M | 143,445 | 0.08% | 25q | +23.9%+$1.4M |
| Beacon Pointe Advisors, LLC | $7.4M | 141,864 | 0.03% | 20q | +137.8%+$4.3M |
Showing the largest 100 of 808 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 781 | $6.3B | 108,621,802 | 53 | 326 | 205 | 11.2% |
| Q1 2026 | 788 | $6.4B | 113,391,207 | 100 | 311 | 200 | 6.3% |
| Q4 2025 | 740 | $4.9B | 101,561,483 | 52 | 257 | 223 | 2.3% |
| Q3 2025 | 704 | $4.8B | 102,067,390 | 50 | 302 | 178 | 0.7% |
| Q2 2025 | 708 | $5.1B | 105,512,250 | 61 | 285 | 189 | 1.0% |
| Q1 2025 | 702 | $5.1B | 96,784,845 | 69 | 292 | 166 | 1.5% |
| Q4 2024 | 686 | $4.5B | 91,966,116 | 63 | 268 | 154 | 1.6% |
| Q3 2024 | 616 | $4.1B | 86,353,960 | 50 | 251 | 151 | 0.8% |
| Q2 2024 | 604 | $4.0B | 83,066,181 | 47 | 245 | 155 | 0.7% |
| Q1 2024 | 590 | $4.9B | 102,109,047 | 68 | 202 | 170 | 0.7% |
| Q4 2023 | 555 | $3.8B | 87,136,997 | 58 | 184 | 164 | 1.3% |
| Q3 2023 | 519 | $3.2B | 74,611,260 | 54 | 175 | 162 | 2.6% |
| Q2 2023 | 489 | $2.9B | 72,656,667 | 39 | 163 | 156 | 2.1% |
| Q1 2023 | 484 | $2.9B | 75,497,953 | 55 | 159 | 150 | 2.2% |
| Q4 2022 | 444 | $2.9B | 73,592,124 | 56 | 134 | 129 | 3.4% |
| Q3 2022 | 515 | $3.2B | 83,318,502 | 66 | 163 | 155 | 3.4% |
| Q2 2022 | 504 | $3.0B | 86,074,830 | 56 | 167 | 142 | 3.7% |
| Q1 2022 | 493 | $3.3B | 84,043,609 | 76 | 157 | 157 | 2.6% |
| Q4 2021 | 474 | $2.7B | 72,934,849 | 53 | 137 | 148 | 11.4% |
| Q3 2021 | 441 | $2.4B | 65,414,589 | 30 | 149 | 134 | 8.9% |
| Q2 2021 | 474 | $3.0B | 68,465,893 | 67 | 138 | 150 | 12.8% |
| Q1 2021 | 451 | $2.6B | 73,706,630 | 69 | 141 | 135 | 13.6% |
| Q4 2020 | 424 | $2.2B | 74,110,755 | 87 | 111 | 125 | 12.5% |
| Q3 2020 | 346 | $1.4B | 66,384,130 | 43 | 93 | 126 | 7.9% |
| Q2 2020 | 388 | $1.8B | 65,057,936 | 382 | 1 | 2 | 11.5% |
| Q1 2020 | 4 | $648.2K | 179,032 | 2 | 0 | 2 | 0.0% |
| Q4 2019 | 5 | $2.8M | 166,080 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 4 | $1.3M | 118,783 | 0 | 1 | 1 | 0.0% |
| Q2 2019 | 5 | $1.5M | 126,426 | 1 | 2 | 0 | 0.0% |
| Q1 2019 | 5 | $1.5M | 122,370 | 1 | 1 | 2 | 0.0% |
| Q4 2018 | 3 | $12.0M | 342,604 | 0 | 2 | 1 | 0.0% |