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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
   Maryland State Retirement & Pension System 52 - 2024-03-31 399,453 $18,263,000 0
   MUHLENKAMP & CO INC -- Notable Guru -- 24 - 2024-03-31 174,555 $8,284,000 0
   Southern Farm Bureau Life Insurance 15 - 2024-03-31 97,825 $4,638,000 0
   HORIZON ASSET MANAGEMENT INC/NY 63 - 2023-12-31 101,700 $4,324,000 0
   SCS CAPITAL MANAGEMENT LLC 55 - 2023-12-31 64,515 $2,743,000 0
   GRT CAPITAL PARTNERS LLC 19 - 2023-12-31 56,637 $2,408,000 0
   SAGEWORTH TRUST CO 34 - 2024-03-31 45,932 $2,180,000 0
   BOTTY INVESTORS LLC 19 - 2023-12-31 48,150 $2,047,000 0
   Levin Easterly Partners LLC 103 - 2023-12-31 46,619 $1,982,000 0
   ARES MANAGEMENT LLC 33 - 2023-12-31 32,000 $1,361,000 0
   Archetype Wealth Partners LLC 31 - 2023-12-31 28,910 $1,229,000 0
   FIDUCIARY TRUST CO 303 - 2023-12-31 28,415 $1,208,000 0
   Financial Gravity Wealth Inc. 210 - 2023-12-31 14,196 $1,152,000 0
   Lavaca Capital LLC 23 - 2023-12-31 25,000 $1,063,000 0
   Adviser Investments LLC 285 - 2023-12-31 23,880 $1,015,000 0
   CPA Asset Management LLC 33 - 2023-12-31 23,585 $1,003,000 0
   MILLER INVESTMENT MANAGEMENT LP 64 - 2023-12-31 21,690 $922,000 0
   FIRST MERCHANTS CORP 152 - 2024-03-31 19,087 $906,000 0
   GAMCO INVESTORS INC ET AL 609 - 2023-12-31 19,980 $850,000 0
   BBR PARTNERS, LLC 74 - 2023-12-31 19,739 $839,000 0
   Claybrook Capital LLC 67 - 2023-09-30 17,870 $754,000 0
   MAINSAIL ASSET MANAGEMENT LLC 17 - 2024-03-31 15,136 $718,000 0
   FF AdvisorsLLC 48 - 2024-03-31 13,300 $631,000 0
   CHILDRESS CAPITAL ADVISORS LLC 83 - 2024-03-31 12,500 $593,000 0
   Argent Advisors Inc. 85 - 2023-12-31 13,778 $586,000 0
   Fort Point Capital Partners LLC 157 - 2023-12-31 13,023 $554,000 0
   Stonegate Investment Group LLC 210 - 2024-03-31 11,037 $524,000 0
   WEALTHTRUST AXIOM LLC 125 - 2023-12-31 11,827 $503,000 0
   ADVANTUS CAPITAL MANAGEMENT INC 722 - 2024-03-31 10,000 $475,000 0
   BROWN ADVISORY HOLDINGS INC 960 - 2024-03-31 9,800 $465,000 0
   Empire Financial Management Company LLC 139 - 2023-12-31 10,800 $459,000 0
   SAPIENT CAPITAL LLC 253 - 2024-03-31 8,949 $425,000 0
   REGIONS FINANCIAL CORP 631 - 2024-03-31 8,665 $411,000 0
   SMITHFIELD TRUST CO 220 - 2023-12-31 9,571 $407,000 0
   Windsor Advisory Group LLC - 2023-12-31 9,500 $404,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 577 - 2023-12-31 9,245 $393,000 0
   ATLAS CAPITAL ADVISORS LLC 259 - 2024-03-31 8,141 $386,000 0
   DIVIDEND GROWTH ADVISORS LLC 115 - 2023-12-31 8,635 $367,000 0
   Americana Partners LLC - 2023-12-31 7,915 $337,000 0
   HHM Wealth Advisors LLC 93 - 2023-12-31 7,827 $333,000 0
   Keystone Financial Group 203 - 2023-12-31 7,676 $326,000 0
   Spotlight Asset Group Inc. 47 - 2023-12-31 7,500 $317,000 0
   EDGE WEALTH MANAGEMENT LLC 61 - 2024-03-31 6,195 $294,000 0
   Sargent Bickham Lagudis LLC 225 - 2022-12-31 7,616 $290,000 0
   FRANKLIN RESOURCES INC 2124 - 2023-12-31 6,800 $289,000 0
   FORTEM FINANCIAL GROUP LLC - 2023-12-31 6,557 $279,000 0
   Carlton Hofferkamp 113 - 2024-03-31 5,750 $272,000 0
   FFT WEALTH MANAGEMENT LLC 106 - 2023-12-31 6,315 $268,000 0
   LAZARI CAPITAL MANAGEMENT INC. 84 - 2023-12-31 6,280 $267,000 0
   HB Wealth Management LLC 661 - 2023-12-31 6,082 $259,000 0
   RDA Financial Network 199 - 2024-03-31 5,427 $258,000 0
   Ethos Financial Group LLC 185 - 2023-12-31 6,000 $255,000 0
   Vontobel Holding Ltd. 989 - 2023-12-31 6,000 $255,000 0
   Keudell/Morrison Wealth Management 169 - 2023-12-31 5,732 $244,000 0
   Edge Capital Group LLC 278 - 2023-12-31 5,572 $237,000 0
   DANA INVESTMENT ADVISORS INC 398 - 2023-12-31 5,449 $232,000 0
   Lindbrook Capital LLC 330 - 2024-03-31 4,865 $231,000 0
   CLS INVESTMENT FIRM LLC 1261 - 2022-12-31 5,883 $224,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 284 - 2024-03-31 4,720 $224,000 0
   Fiduciary Group LLC 246 - 2023-12-31 5,000 $213,000 0
   Connectus Wealth LLC 480 - 2023-12-31 4,807 $204,000 0
   Rye Brook Capital LLC 28 - 2024-03-31 3,000 $142,000 0
   Pinnacle Bank 245 - 2024-03-31 2,831 $134,000 0
   WELLINGTON SHIELDS & CO., LLC 227 - 2023-12-31 3,120 $133,000 0
   Bogart Wealth LLC 278 - 2024-03-31 2,183 $104,000 0
   ALBION FINANCIAL GROUP /UT 199 - 2024-03-31 1,940 $92,000 0
   SANDY SPRING BANK - 2023-12-31 2,140 $91,000 0
   Kathleen S. Wright Associates Inc. 129 - 2024-03-31 1,546 $73,000 0
   Citizens National Bank Trust Department 195 - 2023-12-31 1,660 $71,000 0
   Princeton Global Asset Management LLC - 2023-12-31 1,350 $57,000 0
   BROWN BROTHERS HARRIMAN & CO 722 - 2023-12-31 1,247 $53,000 0
   OPTIMUM INVESTMENT ADVISORS 374 - 2024-03-31 1,000 $47,000 0
   Founders Capital Management 162 - 2024-03-31 808 $38,000 0
   ARMSTRONG ADVISORY GROUP INC 394 - 2024-03-31 808 $34,000 0
   Johnson Midwest Financial LLC 104 - 2023-09-30 800 $34,000 0
   Colonial Trust Co / SC 562 - 2023-12-31 791 $34,000 0
   Sanctuary Wealth Management L.L.C. 101 - 2023-12-31 760 $32,000 0
   BDO Wealth Advisors LLC 507 - 2023-06-30 783 $31,000 0
   Gs Investments Inc. 94 - 2023-12-31 600 $26,000 0
   CHILTON CAPITAL MANAGEMENT LLC 408 - 2023-12-31 600 $26,000 0
   Efficient Wealth Management LLC - 2023-12-31 568 $24,000 0
   Archer Investment Corp 483 - 2023-12-31 543 $23,000 0
   UMB BANK N A/MO 1099 - 2024-03-31 400 $19,000 0
   M&R CAPITAL MANAGEMENT INC 303 - 2024-03-31 373 $18,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1022 - 2023-12-31 395 $17,000 0
   LOGAN CAPITAL MANAGEMENT INC 390 - 2023-12-31 400 $17,000 0
   Capital Analysts Inc. 819 - 2023-12-31 405 $17,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 632 - 2022-12-31 457 $17,000 0
   CGC Financial Services LLC 183 - 2024-03-31 325 $15,000 0
   WFA of San Diego LLC 263 - 2023-09-30 300 $13,000 0
   BLACKROCK INC. 4793 - 2023-12-31 255 $11,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 355 - 2024-03-31 193 $9,000 0
   Independence Bank of Kentucky 451 - 2024-03-31 160 $8,000 0
   Glass Jacobson Investment Advisors llc 574 - 2024-03-31 171 $8,000 0
   Blume Capital Management Inc. 258 - 2023-12-31 153 $7,000 0
   Penserra Capital Management LLC 1158 - 2023-12-31 177 $7,000 0
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 200 - 2024-03-31 139 $7,000 0
   WETZEL INVESTMENT ADVISORS INC. 646 - 2024-03-31 108 $5,000 0
   Red Cedar Capital LLC 146 - 2022-12-31 128 $5,000 0
   SRS Capital Advisors Inc. 870 - 2023-12-31 128 $5,000 0
  100 Records found
  1    
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