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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
   GOLDMAN SACHS GROUP INC/ 247 - 2023-12-31 8,746,831 $371,915,000 -1,121,275
   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
   HUNTINGTON ASSET ADVISORS INC. 4 - 2024-03-31 1,370,926 $65,064,000 -89,408
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 480 - 2024-03-31 1,067,452 $50,661,000 -36,617
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 289 - 2024-03-31 901,140 $42,768,000 -11,196
   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
   STEPHENS INC /AR/ 27 - 2023-12-31 917,252 $39,002,000 -11,111
   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
   RSM US WEALTH MANAGEMENT LLC 42 - 2023-12-31 510,921 $21,724,000 -17,267
   CAPTRUST FINANCIAL ADVISORS 240 - 2023-12-31 461,403 $19,619,000 -1,587
   BALDWIN BROTHERS INC/MA 29 - 2024-03-31 299,963 $14,236,000 -4,763
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 427 - 2024-03-31 229,824 $10,907,000 -165,595
   NOVARE CAPITAL MANAGEMENT LLC 36 - 2023-12-31 240,375 $10,221,000 -8,804
   Fifth Third Securities Inc. 24 - 2024-03-31 212,266 $10,074,000 -28,651
   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
   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
   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
   FWL INVESTMENT MANAGEMENT LLC 7 - 2023-12-31 174,161 $7,405,000 -57,085
   ING CLARION REAL ESTATE SECURITIES/N L.P. 82 - 2023-12-31 160,991 $6,845,000 -13,293
   Left Brain Wealth Management LLC 6 - 2023-12-31 143,839 $6,116,000 -1,864
   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
   CI Private Wealth LLC 679 - 2023-12-31 127,749 $5,432,000 -3,657
   HERBST GROUP LLC 7 - 2024-03-31 107,742 $5,113,000 -4,729
   CONGRESS ASSET MANAGEMENT CO /MA 224 - 2024-03-31 106,992 $5,078,000 -6,085
   Congress Wealth Management LLC / DE / 225 - 2024-03-31 106,979 $5,077,000 -6,285
   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 17 - 2024-03-31 80,096 $3,801,000 -27,823
   CITIGROUP INC 1241 - 2023-12-31 89,074 $3,787,000 -103,100
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 325 - 2023-12-31 87,218 $3,708,000 -23,789
   CONTINENTAL ADVISORS LLC 11 - 2023-12-31 86,223 $3,666,000 -12,000
   CLARK CAPITAL MANAGEMENT GROUP INC 192 - 2023-12-31 86,203 $3,665,000 -75
   NICOLET BANKSHARES INC 21 - 2023-12-31 83,578 $3,554,000 -3,369
   S. R. Schill & Associates 17 - 2024-03-31 69,960 $3,320,000 -10,902
   Lido Advisors LLC 296 - 2023-12-31 77,874 $3,311,000 -7,628
   GREATMARK INVESTMENT PARTNERS, INC. 46 - 2023-12-31 70,140 $2,982,000 -6,185
   FORTE ASSET MANAGEMENT LLC 19 - 2023-12-31 65,708 $2,794,000 -1,933
   Heartwood Wealth Advisors LLC 36 - 2024-03-31 58,744 $2,788,000 -18,160
   BRIGHTON JONES LLC 98 - 2023-12-31 65,163 $2,771,000 -19,891
   BANK OF MONTREAL /CAN/ 1228 - 2023-12-31 64,848 $2,766,000 -2,092
   Berkeley Capital Partners LLC 15 - 2023-12-31 64,914 $2,760,000 -3,113
   VisionPoint Advisory Group LLC 24 - 2023-12-31 62,046 $2,638,000 -32,140
   J. GOLDMAN & CO LP 110 - 2023-12-31 61,890 $2,632,000 -767
   Schechter Investment Advisors LLC 74 - 2023-12-31 59,796 $2,543,000 -6,545
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 73 - 2023-12-31 57,687 $2,453,000 -1,300
   Continuum Advisory LLC 68 - 2023-12-31 55,736 $2,370,000 -22,348
   CIBC WORLD MARKETS INC. 503 - 2023-12-31 54,305 $2,309,000 -218
   Cypress Capital Management LLC (WY) 9 - 2023-12-31 53,879 $2,291,000 -5,732
   Spouting Rock Asset Management LLC 21 - 2023-12-31 53,255 $2,264,000 -663
   Moran Wealth Management LLC 244 - 2023-12-31 52,427 $2,229,000 -5,401
   FREESTONE CAPITAL HOLDINGS, LLC 150 - 2023-12-31 51,985 $2,210,000 -22,170
   NATIONAL ASSET MANAGEMENT, INC. 346 - 2023-12-31 49,385 $2,100,000 -16,334
   DAVENPORT & CO LLC - 2023-12-31 49,391 $2,100,000 -168
   TOCQUEVILLE ASSET MANAGEMENT LP 255 - 2023-12-31 48,798 $2,075,000 -2,475
   VISTA FINANCE LLC 8 - 2023-12-31 48,504 $2,062,000 -4,919
   RAYMOND JAMES TRUST CO 313 - 2024-03-31 43,183 $2,049,000 -968
   Main Street Financial Solutions LLC 98 - 2024-03-31 43,033 $2,042,000 -4,681
   HILLTOP HOLDINGS INC. 128 - 2023-12-31 46,967 $1,997,000 -10,899
   AXXCESS WEALTH MANAGEMENT LLC 258 - 2023-12-31 42,986 $1,828,000 -946
   KEN ROBERTS INVESTMENT MANAGEMENT INC 39 - 2023-12-31 42,074 $1,789,000 -2,304
   Brookstone Capital Management 369 - 2024-03-31 37,469 $1,778,000 -493
   Greenland Capital Management LP 98 - 2023-12-31 36,959 $1,571,000 -7,103
   TITLEIST ASSET MANAGEMENT LTD. 69 - 2022-12-31 39,048 $1,487,000 -20,409
   PATTEN & PATTEN INC/TN - 2023-12-31 34,372 $1,461,000 -600
   Sigma Planning Corp 193 - 2023-12-31 34,084 $1,449,000 -28,826
   GUARDIAN WEALTH ADVISORS LLC / NC 68 - 2023-12-31 32,029 $1,362,000 -1,281
   First PREMIER Bank 66 - 2024-03-31 26,562 $1,261,000 -371
   Crestone Asset Management LLC 46 - 2024-03-31 26,437 $1,255,000 -427
   Capital Financial Services LLC 21 - 2022-12-31 31,550 $1,201,000 -1,700
   Stamos Capital Partners L.P. 73 - 2023-12-31 28,210 $1,199,000 -18,630
   HCR Wealth Advisors 80 - 2023-12-31 27,844 $1,184,000 -4,889
   Provident Wealth Management LLC 34 - 2024-03-31 24,527 $1,164,000 -753
   SAVANT CAPITAL MANAGEMENT INC 391 - 2023-12-31 26,702 $1,135,000 -246
   TITLEIST ASSET MANAGEMENT LLC 88 - 2023-12-31 25,634 $1,090,000 -2,477
   SYNOVUS FINANCIAL CORP 412 - 2023-12-31 25,630 $1,090,000 -27,629
   REGAL INVESTMENT ADVISORS, LLC 216 - 2023-12-31 24,892 $1,058,000 -33,599
   LeJeune Puetz Investment Counsel LLC 81 - 2023-03-31 27,230 $1,052,000 -1,000
   Pointe Capital Management LLC 30 - 2023-12-31 24,155 $1,027,000 -513
   IFP Advisors Inc 380 - 2023-12-31 22,898 $974,000 -1,372
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 56 - 2023-12-31 21,958 $934,000 -494
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2919 - 2023-12-31 21,361 $908,000 -64,288
   OAK FAMILY ADVISORS LLC 63 - 2024-03-31 18,515 $879,000 -75
   Wealthcare Advisory Partners LLC 401 - 2024-03-31 18,290 $868,000 -107
   Indie Asset Partners LLC - 2023-12-31 20,375 $866,000 -1,000
   JNB Advisors LLC 186 - 2023-12-31 20,193 $859,000 -735
   ISLAY CAPITAL MANAGEMENT LLC 52 - 2023-12-31 20,111 $855,000 -245
   Auour Investments LLC - 2023-12-31 19,450 $845,000 -14
   REUTER JAMES WEALTH MANAGEMENT LLC 35 - 2023-12-31 19,681 $837,000 -14,187
   Krilogy Financial LLC 162 - 2024-03-31 17,318 $822,000 -681
  100 Records found
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