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Get Institutions for : 
Jpmorgan Alerian Mlp Index Etn (AMJ)  
$28.26 0.25 (0.89%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 176    3
Total shares held : 
 99,752,817  
% of shares held : 
 83.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 647,552  
% of shares held change : 
   0.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.27  
Last Quarter's Ending Price : 
 $25.36  
Last Quarter's Average Price : 
 $25.11  
Change from last quarter's     
avg. price to the last closing  : 
3.15 (12.54%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 96,345
 0.1%
 
Increased Positions :
53
 2,579,477
 2.59%
 
Unchanged Positions :
47
 759,642
 0.76%
 
Decreased Positions :
64
-1,751,805
-1.76%
 
Closed Positions :
15
-276,465
-0.28%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 109 - 2023-12-31 79,831,209 $2,024,519,000 1,881,640
   Atlantic Trust Group LLC 73 - 2023-12-31 7,434,116 $188,529,000 175,050
   Financial Gravity Wealth Inc. 31 - 2023-12-31 24,605 $94,974,000 0
   NORDEN GROUP LLC 24 - 2024-03-31 401,890 $70,052,000 362,557
   MORGAN STANLEY 2454 - 2023-12-31 982,435 $24,915,000 8,287
   LPL FINANCIAL CORP 846 - 2023-12-31 845,460 $21,441,000 15,629
   KEYBANK NATIONAL ASSOCIATION/OH 173 - 2023-12-31 773,417 $19,614,000 67,137
   MARINER WEALTH ADVISORS, LLC 359 - 2023-12-31 585,909 $14,859,000 -3,952
   NICOLET ADVISORY SERVICES LLC 15 - 2023-12-31 506,378 $12,973,000 -40,778
   Equitable Holdings Inc. 111 - 2023-12-31 510,601 $12,949,000 66,939
   GOLDMAN SACHS GROUP INC/ 1895 - 2023-12-31 489,559 $12,415,000 -1,545
   EVERGREEN CAPITAL MANAGEMENT LLC 55 - 2023-12-31 449,513 $11,400,000 -28,230
   PARKSIDE FINANCIAL BANK & TRUST 7 - 2023-12-31 432,068 $10,957,000 8,671
   OSBORNE PARTNERS CAPITAL MANAGEMENT - 2023-12-31 427,285 $10,836,000 -8,502
   FORTEM FINANCIAL GROUP LLC - 2023-12-31 369,151 $9,362,000 -6,734
   BRIGHTON JONES LLC 38 - 2023-12-31 360,575 $9,144,000 -1,289,709
   NICOLET BANKSHARES INC 7 - 2023-12-31 325,385 $8,252,000 -8,535
   Baird Financial Group Inc. 520 - 2023-12-31 315,021 $7,989,000 4,456
   NOESIS CAPITAL MANGEMENT CORP 29 - 2023-12-31 258,818 $6,564,000 -7,745
   MCCORMACK ADVISORS INTERNATIONAL 184 - 2023-12-31 210,467 $5,337,000 -6,032
   COMMERCE BANK N A/MO 299 - 2023-12-31 209,888 $5,323,000 -5,651
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1102 - 2023-12-31 198,970 $5,046,000 100,224
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 524 - 2023-09-30 182,576 $4,510,000 -25,083
   FF AdvisorsLLC 7 - 2024-03-31 148,382 $4,227,000 11,924
   CREATIVE PLANNING 651 - 2023-12-31 149,447 $3,790,000 -81,320
   VIRTU FINANCIAL LLC 48 - 2023-12-31 141,844 $3,597,000 141,844
   Atria Wealth Solutions Inc. 440 - 2023-12-31 126,856 $3,217,000 11,389
   LAKE STREET FINANCIAL LLC 65 - 2024-03-31 108,860 $3,101,000 -1,200
   Pathstone Holdings LLC 587 - 2023-12-31 116,732 $2,960,000 0
   EVERETT HARRIS & CO /CA/ 86 - 2024-03-31 103,405 $2,946,000 2,589
   ROCKLAND TRUST CO 85 - 2024-03-31 98,308 $2,801,000 -49,949
   AMERIPRISE FINANCIAL INC 2653 - 2023-12-31 106,518 $2,702,000 10,698
   ENVESTNET ASSET MANAGEMENT INC 2273 - 2023-12-31 106,479 $2,700,000 10,547
   AlphaQ Advisors LLC 17 - 2023-12-31 97,366 $2,469,000 8,800
   Kestra Advisory Services LLC 713 - 2023-12-31 94,902 $2,407,000 -4,973
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 74 - 2023-12-31 92,750 $2,352,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 389 - 2023-12-31 92,000 $2,333,000 -1,524
   RENAISSANCE TECHNOLOGIES LLC 1877 - 2023-12-31 88,600 $2,247,000 -39,700
   TOWNSQUARE CAPITAL LLC 397 - 2023-12-31 86,480 $2,193,000 6,686
   Peak Asset Management LLC 51 - 2023-12-31 83,464 $2,117,000 -52,874
   HIGHTOWER ADVISORS, LLC 1384 - 2023-12-31 81,595 $2,070,000 -1,666
   My Personal CFO LLC - 2023-12-31 79,277 $2,010,000 -2,100
   Castle Rock Wealth Management LLC 35 - 2023-12-31 78,401 $2,006,000 292
   Kepos Capital LP 43 - 2023-12-31 75,885 $1,924,000 -16,832
   CITADEL ADVISORS LLC 2349 - 2023-12-31 75,674 $1,919,000 75,101
   ARROW INVESTMENT ADVISORS, LLC 14 - 2023-12-31 73,178 $1,856,000 0
   Congress Wealth Management LLC / DE / 322 - 2024-03-31 65,101 $1,855,000 -14,951
   HANCOCK HOLDING CO 234 - 2023-12-31 61,449 $1,558,000 -383
   SALEM INVESTMENT COUNSELORS INC 162 - 2024-03-31 54,100 $1,541,000 19,385
   Smallwood Wealth Investment Management LLC - 2023-12-31 60,463 $1,533,000 1,655
   Apollon Wealth Management LLC 332 - 2023-12-31 58,727 $1,489,000 -1,602
   ADVISORY SERVICES NETWORK, LLC 509 - 2023-12-31 57,909 $1,469,000 3,485
   WELLS FARGO & CO/MN 2717 - 2023-12-31 56,907 $1,443,000 8,404
   PATHSTONE FAMILY OFFICE, LLC 589 *New 2023-09-30 55,712 $1,376,000 55,712
   CI Private Wealth LLC 1170 - 2023-12-31 52,258 $1,325,000 3,551
   Stone Point Wealth LLC - 2023-12-31 52,170 $1,323,000 -3,745
   REGAL INVESTMENT ADVISORS, LLC 196 - 2023-12-31 51,875 $1,316,000 -600
   Advisor Group Holdings Inc. 2235 - 2023-12-31 51,476 $1,305,000 -16,583
   Greytown Advisors Inc. 24 - 2023-12-31 48,314 $1,225,000 -4,419
   TRUEPOINT, INC. 75 - 2023-12-31 43,129 $1,094,000 734
   Keudell/Morrison Wealth Management 59 - 2023-12-31 39,722 $1,007,000 1,190
   Rockefeller Capital Management L.P. 1134 - 2023-12-31 39,455 $1,001,000 0
   Capital Advisory Group Advisory Services LLC 59 - 2024-03-31 33,770 $962,000 -59,802
   BLAIR WILLIAM & CO/IL 869 - 2023-12-31 37,474 $950,000 -110
   MERCER GLOBAL ADVISORS INC /ADV 1045 - 2023-12-31 33,573 $851,000 2,607
   HRT FINANCIAL LLC 994 - 2023-12-31 33,197 $841,000 33,197
   SIGNATURE SECURITIES GROUP CORPORATION 96 - 2024-03-31 28,304 $806,000 -716
   Turtle Creek Wealth Advisors LLC - 2023-12-31 31,124 $789,000 0
   Capital Investment Advisors LLC 329 - 2024-03-31 26,175 $746,000 -88
   Arete Wealth Advisors LLC 311 - 2023-12-31 29,222 $741,000 2,710
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2142 - 2023-12-31 28,883 $732,000 4,715
   Tranquility Partners LLC 94 - 2023-12-31 26,680 $677,000 -1,412
   JANNEY MONTGOMERY SCOTT LLC 1706 - 2023-12-31 25,388 $644,000 -219
   RFG Advisory Group LLC 464 - 2024-03-31 21,121 $602,000 62
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1464 - 2024-03-31 21,025 $599,000 -5,145
   Stratos Wealth Advisors LLC 424 - 2024-03-31 21,008 $599,000 1,763
   RMB CAPITAL MANAGEMENT LLC 368 - 2023-12-31 23,375 $593,000 0
   Cetera Investment Advisers 1426 - 2023-12-31 22,259 $564,000 -1,986
   EVOKE WEALTH LLC 411 - 2023-12-31 21,679 $550,000 0
   Fiduciary Group LLC 168 - 2023-12-31 21,400 $543,000 0
   JANE STREET GROUP LLC 3860 - 2023-12-31 21,059 $534,000 21,059
   WAYNE HUMMER INVESTMENTS L.L.C. 267 - 2023-12-31 20,200 $512,000 -6,000
   BB&T CORP 1946 - 2023-12-31 19,155 $486,000 -4,277
   Annandale Capital LLC 86 - 2023-12-31 18,800 $477,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2720 - 2023-12-31 18,264 $463,000 -109
   FINANCIAL NETWORK 1944 - 2023-12-31 18,084 $459,000 7,865
   RAYMOND JAMES & ASSOCIATES 2976 - 2023-12-31 17,864 $453,000 -2
   TAYLOR INVESTMENT COUNSELORS LLC 73 *New 2023-12-31 16,697 $423,000 16,697
   FIFTH THIRD BANCORP 784 - 2023-12-31 16,612 $421,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 461 - 2023-12-31 15,925 $404,000 0
   STEPHENS INC /AR/ 831 - 2023-12-31 15,826 $401,000 -13,708
   We Are One Seven LLC 614 - 2023-12-31 15,241 $387,000 -1,066
   ROYAL BANK OF CANADA 3883 - 2023-12-31 15,036 $382,000 78
   Goss Wealth Management LLC 1437 - 2023-12-31 14,530 $368,000 -18,080
   CAPTRUST FINANCIAL ADVISORS 1970 - 2023-12-31 14,272 $362,000 -271
   DIVERSIFIED TRUST CO 596 - 2024-03-31 12,658 $361,000 100
   Steward Partners Investment Advisory LLC 1180 - 2023-12-31 12,816 $325,000 796
   Independent Advisor Alliance 534 - 2023-12-31 12,742 $323,000 2,146
   IFP Advisors Inc 733 - 2023-12-31 12,244 $311,000 -67
   Coastwise Capital Group LLC 82 - 2023-12-31 12,258 $311,000 -1,649
  100 Records found
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