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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  
Free Registration Required For Full Results

            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
   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
   LPL FINANCIAL CORP 381 - 2023-12-31 1,698,817 $72,234,000 135,890
   RAYMOND JAMES & ASSOCIATES 339 - 2024-03-31 1,437,498 $68,224,000 131,689
   ROYAL BANK OF CANADA 618 - 2023-12-31 1,476,936 $62,799,000 9,415
   ENVESTNET ASSET MANAGEMENT INC 543 - 2023-12-31 1,415,927 $60,205,000 87,714
   ALLEN INVESTMENT MANAGEMENT LLC 26 - 2023-12-31 1,128,418 $47,980,000 31,487
   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
   COMMONWEALTH EQUITY SERVICES LLC. 290 - 2023-12-31 826,887 $35,159,000 189,104
   Naviter Wealth LLC 2 - 2024-03-31 599,907 $28,472,000 43,621
   FIRST AMERICAN TRUST CO 4 - 2023-12-31 568,681 $24,180,000 3,646
   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
   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
   SEARCY FINANCIAL SERVICES INC /ADV 6 - 2024-03-31 318,105 $15,097,000 2,426
   JANNEY MONTGOMERY SCOTT LLC 383 - 2023-12-31 342,602 $14,567,000 11,558
   CITADEL ADVISORS LLC 985 - 2023-12-31 325,732 $13,850,000 265,782
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 395 - 2024-03-31 282,598 $13,412,000 10,509
   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
   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
   Checchi Capital Advisers LLC 30 - 2024-03-31 235,043 $11,155,000 18,956
   IronBridge Private Wealth LLC 4 - 2023-12-31 233,416 $9,925,000 34,791
   PROSPERA FINANCIAL SERVICES 67 - 2023-12-31 219,785 $9,345,000 105,269
   PFG Advisors 27 - 2023-12-31 202,978 $8,631,000 3,077
   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
   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
   SHIKIAR ASSET MANAGEMENT INC 16 - 2024-03-31 161,630 $7,671,000 8,235
   Private Advisor Group LLC 325 - 2023-12-31 169,599 $7,211,000 9,810
   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
   Madison Park Capital Advisors LLC 6 - 2024-03-31 136,175 $6,463,000 5,287
   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
   BLAIR WILLIAM & CO/IL 433 - 2023-12-31 131,775 $5,603,000 3,477
   Kestra Advisory Services LLC 493 - 2023-12-31 105,246 $4,475,000 36,062
   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
   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
   WHITE PINE INVESTMENT CO 36 - 2024-03-31 86,092 $4,086,000 1,019
   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
   RENAISSANCE TECHNOLOGIES LLC 1579 - 2023-12-31 82,100 $3,491,000 20,500
   OPPENHEIMER & CO INC 347 - 2023-12-31 81,325 $3,458,000 1,094
   Cetera Investment Advisers 593 - 2023-12-31 77,513 $3,296,000 2,749
   NTV ASSET MANAGEMENT LLC 48 - 2023-12-31 76,817 $3,266,000 12,000
   ESSEX FINANCIAL SERVICES INC 76 - 2024-03-31 67,770 $3,216,000 10,930
   Apollon Wealth Management LLC 179 - 2023-12-31 71,186 $3,027,000 112
   MML INVESTORS SERVICES LLC 815 - 2023-12-31 70,371 $2,992,000 3,183
   HANCOCK HOLDING CO 149 - 2023-12-31 70,085 $2,980,000 7,453
   TRANSCEND WEALTH COLLECTIVE LLC 92 - 2023-12-31 69,345 $2,949,000 6,960
   SALEM INVESTMENT COUNSELORS INC 122 - 2024-03-31 60,999 $2,895,000 20,023
   Cyndeo Wealth Partners LLC 119 - 2024-03-31 60,432 $2,868,000 13,838
   Allen Capital Group LLC 55 - 2024-03-31 60,350 $2,864,000 1,080
   Chicago Partners Investment Group LLC 154 - 2024-03-31 58,372 $2,759,000 3,444
   AlphaCore Capital LLC 51 - 2023-12-31 62,810 $2,671,000 242
   U.S. Capital Wealth Advisors LLC 189 - 2023-12-31 60,326 $2,565,000 12,713
   Financial Advocates Investment Management 140 - 2023-12-31 58,666 $2,494,000 17,952
   Sculati Wealth Management LLC 30 - 2023-12-31 58,487 $2,487,000 45
   Jackson Hole Capital Partners LLC 42 - 2023-12-31 57,718 $2,454,000 6,446
   LAKE STREET FINANCIAL LLC 79 - 2024-03-31 51,065 $2,424,000 1,036
   Steward Partners Investment Advisory LLC 453 - 2023-12-31 56,522 $2,403,000 824
   PRUDENTIAL FINANCIAL INC 1351 - 2023-12-31 53,900 $2,292,000 5,966
   JANE STREET GROUP LLC 2294 - 2023-12-31 52,992 $2,253,000 7,626
   NVWM LLC 44 - 2023-12-31 51,313 $2,182,000 469
   Kingsview Wealth Management LLC 265 - 2023-12-31 50,103 $2,130,000 5,574
   Mayflower Financial Advisors LLC - 2023-12-31 48,929 $2,080,000 7,200
   AE Wealth Management LLC 892 - 2023-12-31 45,558 $2,038,000 3,376
   Schonfeld Strategic Advisors LLC 730 - 2023-12-31 47,594 $2,024,000 30,721
   BOLLARD GROUP LLC 81 - 2023-12-31 47,260 $2,010,000 927
   INVESCO LTD 2521 - 2023-12-31 47,166 $2,005,000 677
   Sterling Investment Advisors Ltd. 52 - 2023-12-31 47,135 $2,004,000 5,689
   Stratos Wealth Partners LTD. 437 - 2024-03-31 40,559 $1,925,000 1,018
   Barry Investment Advisors LLC 32 - 2024-03-31 40,303 $1,913,000 183
   PHILADELPHIA TRUST CO 86 - 2023-12-31 44,778 $1,904,000 1,512
   Sierra Capital LLC 49 - 2023-12-31 44,240 $1,881,000 4,206
   Atria Wealth Solutions Inc. 616 - 2023-12-31 43,703 $1,858,000 757
   Pensionmark Financial Group LLC 90 - 2023-12-31 43,340 $1,843,000 653
   Resonant Capital Advisors LLC 111 - 2023-12-31 43,246 $1,839,000 45
   FOUNDERS FINANCIAL SECURITIES LLC 110 - 2024-03-31 36,575 $1,736,000 66
   Beacon Pointe Advisors LLC 520 - 2023-12-31 38,930 $1,655,000 262
   Orion Portfolio Solutions LLC 725 - 2023-12-31 38,045 $1,630,000 612
   AVIANCE CAPITAL PARTNERS, LLC 102 - 2024-03-31 33,983 $1,613,000 3,501
   Flaharty Asset Management LLC 38 - 2023-12-31 37,663 $1,601,000 2,559
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 258 - 2023-12-31 36,499 $1,552,000 7,341
   WealthBridge Capital Management LLC 40 - 2023-12-31 35,895 $1,526,000 1,153
   THRIVENT FINANCIAL FOR LUTHERANS 1526 - 2023-12-31 34,401 $1,463,000 6,549
   GRIFFIN ASSET MANAGEMENT INC 111 - 2024-03-31 30,698 $1,457,000 2,312
  100 Records found
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