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Get Institutions for : 
Jpmorgan Alerian Mlp Index Etn (AMJ)  
$28.27 0.25 (0.89%) as of 4:30 Fri 5/3


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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  : 
3.16 (12.58%)  




 
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  
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            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
   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
   Equitable Holdings Inc. 111 - 2023-12-31 510,601 $12,949,000 66,939
   PARKSIDE FINANCIAL BANK & TRUST 7 - 2023-12-31 432,068 $10,957,000 8,671
   Baird Financial Group Inc. 520 - 2023-12-31 315,021 $7,989,000 4,456
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1102 - 2023-12-31 198,970 $5,046,000 100,224
   FF AdvisorsLLC 7 - 2024-03-31 148,382 $4,227,000 11,924
   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
   EVERETT HARRIS & CO /CA/ 86 - 2024-03-31 103,405 $2,946,000 2,589
   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
   TOWNSQUARE CAPITAL LLC 397 - 2023-12-31 86,480 $2,193,000 6,686
   Castle Rock Wealth Management LLC 35 - 2023-12-31 78,401 $2,006,000 292
   CITADEL ADVISORS LLC 2349 - 2023-12-31 75,674 $1,919,000 75,101
   SALEM INVESTMENT COUNSELORS INC 162 - 2024-03-31 54,100 $1,541,000 19,385
   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
   CI Private Wealth LLC 1170 - 2023-12-31 52,258 $1,325,000 3,551
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2150 - 2024-03-31 29,917 $852,000 1,034
   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
   Arete Wealth Advisors LLC 311 - 2023-12-31 29,222 $741,000 2,710
   RFG Advisory Group LLC 464 - 2024-03-31 21,121 $602,000 62
   Stratos Wealth Advisors LLC 424 - 2024-03-31 21,008 $599,000 1,763
   JANE STREET GROUP LLC 3860 - 2023-12-31 21,059 $534,000 21,059
   COMMONWEALTH EQUITY SERVICES LLC. 2751 - 2024-03-31 18,306 $522,000 42
   FINANCIAL NETWORK 1944 - 2023-12-31 18,084 $459,000 7,865
   ROYAL BANK OF CANADA 3883 - 2023-12-31 15,036 $382,000 78
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2641 - 2024-03-31 11,135 $317,000 1,025
   FINANCIAL ARCHITECTS INC 271 - 2023-06-30 12,323 $282,000 63
   Orion Portfolio Solutions LLC 1425 - 2023-12-31 10,870 $278,000 177
   Lido Advisors LLC 974 - 2023-12-31 10,189 $258,000 6
   CWM LLC 1537 - 2024-03-31 6,535 $186,000 4,483
   COMERICA BANK 2306 - 2023-12-31 6,660 $169,000 116
   Hartland & Co. LLC 629 - 2023-12-31 3,086 $78,000 32
   MONTAG A & ASSOCIATES INC 510 - 2023-12-31 2,866 $73,000 1,000
   Householder Group Estate & Retirement Specialist L - 2023-12-31 1,067 $27,000 18
   PINNACLE HOLDINGS LLC 169 - 2023-12-31 929 $24,000 110
   Fortis Group Advisors LLC 224 - 2023-12-31 906 $23,000 453
   VALLEY NATIONAL ADVISERS INC 527 - 2024-03-31 700 $19,000 10
   Tradition Wealth Management LLC 877 - 2023-12-31 656 $17,000 11
   ORG Partners LLC 617 - 2023-12-31 578 $15,000 394
   US BANCORP 3456 - 2023-12-31 193 $5,000 62
   TOWER RESEARCH CAPITAL LLC 4862 - 2023-12-31 195 $5,000 193
   BNP PARIBAS ARBITRAGE SA 2938 - 2023-12-31 104 $3,000 84
   Cape Investment Advisory Inc. 863 - 2023-12-31 121 $3,000 2
  56 Records found
  1    
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