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Get Institutions for : 
Alerian MLP ETF (AMLP)  
$4.60 0.00 (0.00%) as of 4:30 Tue 6/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 574    16
Total shares held : 
 78,333,558  
% of shares held : 
 50.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   74  
Amount of shares held : 
 1,726,547  
% of shares held change : 
   1.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
54
 1,981,184
 2.53%
 
Increased Positions :
231
 4,958,082
 6.33%
 
Unchanged Positions :
116
 2,351,223
 3%
 
Decreased Positions :
173
-4,394,318
-5.61%
 
Closed Positions :
38
-818,401
-1.04%
 
Guru Positions :
2
186,741
 0.24%
 
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
   MORGAN STANLEY 447 - 2023-12-31 10,338,502 $439,593,000 1,043,707
   GOLDMAN SACHS GROUP INC/ 247 - 2023-12-31 8,746,831 $371,915,000 -1,121,275
   BANK OF AMERICA CORP /DE/ 511 - 2023-12-31 5,596,024 $237,943,000 93,153
   WELLS FARGO & CO/MN 271 - 2023-12-31 4,946,698 $210,334,000 619,287
   UBS Group AG 375 - 2023-12-31 2,741,014 $116,548,000 -143,505
   CREATIVE PLANNING 68 - 2023-12-31 2,479,204 $105,416,000 -154,080
   LPL FINANCIAL CORP 381 - 2023-12-31 1,698,817 $72,234,000 135,890
   ROYAL BANK OF CANADA 618 - 2023-12-31 1,476,936 $62,799,000 9,415
   HUNTINGTON ASSET ADVISORS INC. 4 - 2023-12-31 1,460,334 $62,093,000 -228,416
   ENVESTNET ASSET MANAGEMENT INC 543 - 2023-12-31 1,415,927 $60,205,000 87,714
   RAYMOND JAMES & ASSOCIATES 355 - 2023-12-31 1,305,809 $55,523,000 63,053
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 176 *New 2023-12-31 1,209,230 $51,416,000 1,209,230
   ALLEN INVESTMENT MANAGEMENT LLC 26 - 2023-12-31 1,128,418 $47,980,000 31,487
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 489 - 2023-12-31 1,104,069 $46,945,000 -82,344
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 970,319 $41,258,000 -36,438
   TIAA FSB 86 - 2023-06-30 1,023,694 $40,139,000 -17,943
   STIFEL FINANCIAL CORP 332 - 2023-12-31 936,344 $39,813,000 5,865
   Wright Fund Managment LLC - 2023-12-31 931,640 $39,613,000 46,440
   STEPHENS INC /AR/ 27 - 2023-12-31 917,252 $39,002,000 -11,111
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 287 - 2023-12-31 912,336 $38,793,000 -80,156
   COMMONWEALTH EQUITY SERVICES LLC. 290 - 2023-12-31 826,887 $35,159,000 189,104
   DEUTSCHE BANK AG 625 - 2023-12-31 815,468 $34,674,000 -4,180
   AMERIPRISE FINANCIAL INC 951 - 2023-12-31 806,758 $34,264,000 -223,971
   Advisor Group Holdings Inc. 328 - 2023-12-31 738,943 $31,422,000 -299,049
   HIGHTOWER ADVISORS, LLC 381 - 2023-12-31 663,218 $28,196,000 -82,054
   FIRST AMERICAN TRUST CO 4 - 2023-12-31 568,681 $24,180,000 3,646
   Naviter Wealth LLC 1 - 2023-12-31 556,286 $23,653,000 89,904
   RSM US WEALTH MANAGEMENT LLC 42 - 2023-12-31 510,921 $21,724,000 -17,267
   Proficio Capital Partners LLC 9 - 2023-12-31 474,132 $20,160,000 81,104
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 275 - 2023-09-30 472,310 $19,931,000 87,989
   CAPTRUST FINANCIAL ADVISORS 240 - 2023-12-31 461,403 $19,619,000 -1,587
   J P MORGAN CHASE & CO 1622 - 2023-12-31 451,190 $19,185,000 429,896
   Prime Capital Investment Advisors LLC - 2023-12-31 424,636 $18,056,000 9,811
   Maryland State Retirement & Pension System 54 - 2023-12-31 399,453 $16,985,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 266 - 2023-12-31 395,419 $16,813,000 241,163
   JANNEY MONTGOMERY SCOTT LLC 383 - 2023-12-31 342,602 $14,567,000 11,558
   BALDWIN BROTHERS INC/MA 29 - 2024-03-31 299,963 $14,236,000 -4,763
   CITADEL ADVISORS LLC 985 - 2023-12-31 325,732 $13,850,000 265,782
   SEARCY FINANCIAL SERVICES INC /ADV 6 - 2023-12-31 315,679 $13,423,000 1,050
   BB&T CORP 513 - 2023-12-31 314,200 $13,360,000 213,014
   Rockefeller Capital Management L.P. 383 - 2023-12-31 311,652 $13,252,000 29,292
   ALLEN WEALTH MANAGEMENT LLC 2 - 2023-12-31 302,571 $12,865,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 299,321 $12,727,000 758
   Summit Financial Wealth Advisors LLC 8 - 2023-12-31 293,886 $12,496,000 3,569
   Advisors Preferred LLC - 2023-12-31 280,802 $11,951,000 25,981
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 395 - 2023-12-31 272,089 $11,569,000 14,658
   Fifth Third Securities Inc. 22 - 2023-12-31 240,917 $10,244,000 -110,931
   NOVARE CAPITAL MANAGEMENT LLC 36 - 2023-12-31 240,375 $10,221,000 -8,804
   IronBridge Private Wealth LLC 4 - 2023-12-31 233,416 $9,925,000 34,791
   TECTONIC ADVISORS LLC 18 - 2023-12-31 224,238 $9,535,000 -861
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 71 - 2023-12-31 223,650 $9,510,000 -3,101
   PROSPERA FINANCIAL SERVICES 67 - 2023-12-31 219,785 $9,345,000 105,269
   Checchi Capital Advisers LLC 38 - 2023-12-31 216,087 $9,188,000 16,662
   PFG Advisors 27 - 2023-12-31 202,978 $8,631,000 3,077
   Spectrum Wealth Counsel LLC 21 - 2023-12-31 198,122 $8,424,000 0
   MERCER GLOBAL ADVISORS INC /ADV 347 - 2023-12-31 195,663 $8,320,000 3,229
   HILTON CAPITAL MANAGEMENT, LLC 35 - 2023-12-31 192,380 $8,180,000 1,398
   Riggs Asset Managment Co. Inc. 8 - 2023-12-31 192,248 $8,174,000 59,313
   NICOLET ADVISORY SERVICES LLC 24 - 2023-12-31 187,973 $8,081,000 -24,660
   EVERGREEN CAPITAL MANAGEMENT LLC 91 - 2023-12-31 188,693 $8,023,000 -151
   Wealth Alliance 10 - 2023-12-31 187,443 $7,970,000 11,972
   FINANCIAL NETWORK 420 - 2023-12-31 180,547 $7,677,000 29,346
   Lake Hills Wealth Management LLC 3 - 2024-03-31 159,576 $7,573,000 -13,741
   Bullseye Investment Management LLC 7 - 2023-12-31 176,660 $7,512,000 -128,979
   MUHLENKAMP & CO INC -- Notable Guru -- 22 - 2023-12-31 174,555 $7,422,000 0
   FWL INVESTMENT MANAGEMENT LLC 7 - 2023-12-31 174,161 $7,405,000 -57,085
   Private Advisor Group LLC 325 - 2023-12-31 169,599 $7,211,000 9,810
   ING CLARION REAL ESTATE SECURITIES/N L.P. 82 - 2023-12-31 160,991 $6,845,000 -13,293
   Elgethun Capital Management 15 - 2023-12-31 160,729 $6,834,000 2,602
   MCKINLEY CAPITAL MANAGEMENT INC /AK 38 - 2023-12-31 158,700 $6,748,000 4,631
   SHIKIAR ASSET MANAGEMENT INC 17 - 2023-12-31 153,395 $6,522,000 9,620
   Madison Park Capital Advisors LLC 6 - 2024-03-31 136,175 $6,463,000 5,287
   Left Brain Wealth Management LLC 6 - 2023-12-31 143,839 $6,116,000 -1,864
   Brick & Kyle Associates 12 - 2023-12-31 136,365 $5,798,000 361
   COWA LLC 9 - 2023-12-31 134,212 $5,707,000 14,183
   MULTIFINANCIAL SECURITIES CORP 246 - 2023-12-31 132,579 $5,637,000 -32,962
   COMMERCE BANK N A/MO 288 - 2023-12-31 132,334 $5,627,000 -199
   BLAIR WILLIAM & CO/IL 433 - 2023-12-31 131,775 $5,603,000 3,477
   CI Private Wealth LLC 679 - 2023-12-31 127,749 $5,432,000 -3,657
   CONGRESS ASSET MANAGEMENT CO /MA 224 - 2024-03-31 106,992 $5,078,000 -6,085
   Congress Wealth Management LLC / DE / 229 - 2023-12-31 113,264 $4,816,000 -20,695
   HERBST GROUP LLC 8 - 2023-12-31 112,471 $4,782,000 807
   DAVIDSON D A & CO 301 - 2023-12-31 110,984 $4,719,000 -1,253
   ADVISORY SERVICES NETWORK, LLC 196 - 2023-12-31 110,353 $4,692,000 -87,846
   Sontag Advisory LLC 114 - 2023-12-31 109,928 $4,674,000 -41,230
   Integrated Advisors Network LLC 104 - 2023-12-31 109,451 $4,654,000 -28,275
   RiverTree Advisors LLC *New 2023-12-31 107,919 $4,589,000 107,919
   Kestra Advisory Services LLC 493 - 2023-12-31 105,246 $4,475,000 36,062
   HORIZON ASSET MANAGEMENT INC/NY 63 - 2023-12-31 101,700 $4,324,000 0
   HPM Partners LLC - 2023-12-31 101,301 $4,307,000 35,283
   NEUBERGER BERMAN GROUP LLC 943 - 2023-12-31 99,756 $4,242,000 89,157
   PAUL A. VIOLICH INC - 2023-12-31 98,800 $4,201,000 2,400
   Southern Farm Bureau Life Insurance - 2023-12-31 97,825 $4,163,000 0
   Goss Wealth Management LLC 403 - 2023-12-31 96,993 $4,159,000 798
   NWAM LLC 74 - 2023-12-31 96,476 $4,102,000 3,282
   COMERICA BANK 792 - 2023-12-31 96,344 $4,097,000 4,283
   NORTH STAR INVESTMENT MANAGEMENT CORP. 90 - 2023-12-31 93,562 $3,978,000 11,988
   Golden Green Inc. 2 - 2023-09-30 92,554 $3,906,000 2,577
   MARINER WEALTH ADVISORS, LLC 782 - 2023-12-31 89,945 $3,824,000 27,659
   CITIGROUP INC 1241 - 2023-12-31 89,074 $3,787,000 -103,100
  100 Records found
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