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 748 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
7,065
shares
|
$368,651
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,055
shares
|
$368,129
0.02% of portfolio
|
Q4 2024
Added 34.07%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,055
shares
|
$368,129
0.01% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
7,051
shares
|
$367,921
0.18% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
6,982
shares
|
$364,320
0.17% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,977
shares
|
$364,059
0.01% of portfolio
|
Q3 2024
Added 27.16%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
6,755
shares
|
$352,475
0.14% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6,700
shares
|
$349,606
0.01% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,628
shares
|
$345,849
0.02% of portfolio
|
Q4 2023
Added 1.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,596
shares
|
$344,179
0.0% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Bts Asset Management, Inc.
|
Jan 15, 2025 Q4 2024 |
6,578
shares
|
$343,240
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,406
shares
|
$334,265
0.06% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
6,360
shares
|
$331,864
0.08% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,293
shares
|
$328,368
0.02% of portfolio
|
Q4 2024
Reduced 66.51%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
6,280
shares
|
$327,690
0.12% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
6,250
shares
|
$326,125
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
6,249
shares
|
$326,072
0.12% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
6,205
shares
|
$323,776
0.14% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
6,200
shares
|
$323,516
0.06% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,167
shares
|
$321,794
0.02% of portfolio
|
Q4 2023
Reduced 11.48%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
6,148
shares
|
$320,802
0.03% of portfolio
|
Q4 2024
Added 56.72%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,142
shares
|
$320,489
0.0% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
6,135
shares
|
$320,124
0.09% of portfolio
|
Q4 2024
Added 2967.5%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
6,111
shares
|
$318,871
0.06% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
6,100
shares
|
$318,298
0.13% of portfolio
|
Q2 2024
Reduced 10.95%
|