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 733 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
200
shares
|
$10,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$10,314
0.01% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
200
shares
|
$10,314
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
192
shares
|
$9,901
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
171
shares
|
$8,818
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
168
shares
|
$8,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
168
shares
|
$8,663
0.0% of portfolio
|
Q2 2024
Reduced 80.87%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
168
shares
|
$8,663
0.0% of portfolio
|
Q2 2024
Reduced 70.42%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
160
shares
|
$8,251
0.0% of portfolio
|
Q1 2021
Reduced 38.46%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
153
shares
|
$7,890
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
147
shares
|
$7,580
0.0% of portfolio
|
Q4 2023
Reduced 17.42%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
139
shares
|
$7,168
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
137
shares
|
$7,065
0.0% of portfolio
|
Q3 2022
Reduced 4.2%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
128
shares
|
$6,600
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
128
shares
|
$6,600
0.0% of portfolio
|
Q3 2023
Reduced 56.61%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
126
shares
|
$6,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
125
shares
|
$6,446
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
125
shares
|
$6,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
120
shares
|
$6,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
112
shares
|
$5,775
0.0% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
111
shares
|
$5,724
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
110
shares
|
$5,672
0.0% of portfolio
|
Q1 2024
Reduced 77.69%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
105
shares
|
$5,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
100
shares
|
$5,157
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
80
shares
|
$4,125
0.0% of portfolio
|
Q4 2023
New holding
|