Vault-13

ALPS ETF TR AMLP

ALERIAN MLP · ETP · CUSIP 00162Q452

805 institutional holders -8 vs Q1 2026
111,714,656111.7m shares reported held*
$5.8bnreported value*
50 new 374 added 226 reduced 55 sold out net bought ≈ $231.4m (+4.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($19.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.67. Options: 6 managers hold calls ($700.1m notional), 7 hold puts ($16.7m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 512Q4 22: 533Q1 23: 545Q2 23: 544Q3 23: 566Q4 23: 609Q1 24: 636Q2 24: 647Q3 24: 652Q4 24: 720Q1 25: 738Q2 25: 739Q3 25: 729Q4 25: 774Q1 26: 813Q2 26: 805805Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022512
Q4 2022533
Q1 2023545
Q2 2023544
Q3 2023566
Q4 2023609
Q1 2024636
Q2 2024647
Q3 2024652
Q4 2024720
Q1 2025738
Q2 2025739
Q3 2025729
Q4 2025774
Q1 2026813
Q2 2026805

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 352 bought or addedQ3 24: 212 cut or sold outQ4 24: 377 bought or addedQ4 24: 212 cut or sold outQ4 24Q1 25: 413 bought or addedQ1 25: 245 cut or sold outQ2 25: 394 bought or addedQ2 25: 264 cut or sold outQ2 25Q3 25: 400 bought or addedQ3 25: 250 cut or sold outQ4 25: 354 bought or addedQ4 25: 296 cut or sold outQ4 25Q1 26: 445 bought or addedQ1 26: 281 cut or sold outQ2 26: 424 bought or addedQ2 26: 281 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024352212
Q4 2024377212
Q1 2025413245
Q2 2025394264
Q3 2025400250
Q4 2025354296
Q1 2026445281
Q2 2026424281

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200m$400m$600m$800mQ3 25 calls: $16.9mQ3 25 puts: $19.1mQ3 25P/C 1.13Q4 25 calls: $99.7mQ4 25 puts: $14.4mQ4 25P/C 0.14Q1 26 calls: $384.7mQ1 26 puts: $17.2mQ1 26P/C 0.04Q2 26 calls: $700.1mQ2 26 puts: $16.7mQ2 26P/C 0.02
Numbers
QuarterCallsPutsP/C
Q3 2025$16.9m$19.1m1.13
Q4 2025$99.7m$14.4m0.14
Q1 2026$384.7m$17.2m0.04
Q2 2026$700.1m$16.7m0.02

Biggest buyers

GOLDMAN SACHS GROUP INC Added +846,439+846.4k
Cambridge Investment Research Advisors, Inc. Added +843,903+843.9k
Allen Investment Management, LLC Added +434,860+434.9k
BANK OF AMERICA CORP /DE/ Added +375,802+375.8k
Trivium Point Advisory, LLC Added +327,813+327.8k
Naviter Wealth, LLC Added +293,996+294.0k
Thrivent Financial for Lutherans Added +286,371+286.4k
LPL Financial LLC Added +250,237+250.2k
Tradewinds, LLC. New +238,571+238.6k
MORGAN STANLEY Added +234,296+234.3k

Biggest sellers

IronBridge Private Wealth, LLC Sold out -216,983-217.0k
UBS Group AG Reduced -170,495-170.5k
Quadrature Capital Ltd Sold out -146,924-146.9k
Lake Hills Wealth Management, LLC Sold out -127,734-127.7k
Independent Advisor Alliance Reduced -126,896-126.9k
SANDERS MORRIS HARRIS LLC Sold out -97,756-97.8k
Aventail Capital Group, LP Sold out -94,366-94.4k
WELLS FARGO & COMPANY/MN Reduced -88,110-88.1k
L & S Advisors Inc Reduced -87,085-87.1k
JPMORGAN CHASE & CO Reduced -76,060-76.1k

Biggest calls

JANE STREET GROUP, LLC Added $682.6m13.2m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.5m126.3k shares
Squarepoint Ops LLC Reduced $4.2m80.7k shares
CITADEL ADVISORS LLC Reduced $3.7m71.7k shares
Walleye Trading LLC Reduced $2.2m41.9k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $819.2k15.8k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $8.6m166.0k shares
JANE STREET GROUP, LLC Added $2.3m45.0k shares
IMC-Chicago, LLC Added $2.1m40.0k shares
CITADEL ADVISORS LLC Reduced $1.5m28.9k shares
GROUP ONE TRADING LLC Added $1.3m24.3k shares
Squarepoint Ops LLC Added $845.2k16.3k shares
SUMMIT SECURITIES GROUP LLC New $51.9k1.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 16,070,25716.1m $833.2m $833.2m 0.04% Added +234.3k +234,296
2 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 8,866,4568.9m $459.7m $459.7m 0.03% Added +375.8k +375,802
3 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 7,429,1427.4m $385.2m $385.2m 0.07% Reduced -88.1k -88,110
4 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 7,409,5567.4m $384.2m $384.2m 0.04% Added +846.4k +846,439
5 Allen Investment Management, LLC 2.73% of their portfolio NEW YORK, NY 4,440,3954.4m $230.2m $230.2m 2.73% Added +434.9k +434,860
6 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,880,3213.9m $201.2m $201.2m 0.05% Added +250.2k +250,237
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 3,024,7923.0m $156.8m $156.8m 0.02% Reduced -170.5k -170,495
8 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 2,810,8362.8m $145.7m $145.7m 0.04% Added +172.8k +172,850
9 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,473,3542.5m $128.2m $128.2m 0.02% Added +59.1k +59,059
10 Creative Planning 0.07% of their portfolio OVERLAND PARK, KS 2,225,5892.2m $115.4m $115.4m 0.07% Reduced -21.5k -21,482
11 US BANCORP \DE\ 0.10% of their portfolio MINNEAPOLIS, MN 1,704,3811.7m $88.4m $88.4m 0.10% Added +69.8k +69,848
12 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 1,641,7181.6m $85.1m $85.1m 0.10% Added +843.9k +843,903
13 Naviter Wealth, LLC 7.72% of their portfolio LITTLE ROCK, AR 1,639,7601.6m $85.0m $85.0m 7.72% Added +294.0k +293,996
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,285,1861.3m $67.1m $67.1m 0.01% Added +9.9k +9,933
15 STEPHENS INC /AR/ 0.59% of their portfolio LITTLE ROCK, AR 1,010,4911.0m $52.4m $52.4m 0.59% Added +96 +96
16 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 993,674993.7k $51.5m $51.5m 0.04% Reduced -30.7k -30,709
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 965,702965.7k $50.1m $50.1m 0.01% Added +57.7k +57,663
18 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 953,551953.6k $49.4m $49.4m 0.06% Added +90.3k +90,261
19 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 806,927806.9k $41.8m $41.8m 0.02% Reduced -75.7k -75,724
20 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 778,825778.8k $40.4m $40.4m 0.05% Added +31.6k +31,641
21 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 750,619750.6k $38.9m $38.9m 0.04% Reduced -33.6k -33,565
22 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 627,920627.9k $32.6m $32.6m 0.10% Added +70.4k +70,402
23 Proficio Capital Partners LLC 1.16% of their portfolio NEWTON, MA 621,953622.0k $32.2m $32.2m 1.16% Added +11.6k +11,616
24 TIAA Wealth Investment Management LLC 0.21% of their portfolio New York, NY 597,479597.5k $30.9m $30.9m 0.21% Reduced -5.4k -5,353
25 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 577,011577.0k $29.9m $29.9m 0.05% Added +16.4k +16,355
26 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 561,275561.3k $29.1m $29.1m 0.06% Added +11.4k +11,367
27 TRUE Private Wealth Advisors 2.49% of their portfolio Salem, OR 555,543555.5k $28.8m $28.8m 2.49% Added +172.5k +172,533
28 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 537,851537.9k $27.9m $27.9m 0.04% Reduced -352 -352
29 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 535,072535.1k $27.7m $27.7m 0.03% Added +9.4k +9,438
30 BLAIR WILLIAM & CO/IL 0.07% of their portfolio CHICAGO, IL 532,049532.0k $27.6m $27.6m 0.07% Reduced -2.8k -2,834
31 EP Wealth Advisors, LLC 0.10% of their portfolio TORRANCE, CA 517,943517.9k $26.9m $26.9m 0.10% Added +3.3k +3,258
32 Oxbow Advisors, LLC 2.15% of their portfolio Austin, TX 509,673509.7k $26.4m $26.4m 2.15% Added +56.3k +56,317
33 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 9.47% of their portfolio COLUMBUS, OH 506,822506.8k $26.3m $26.3m 9.47% Unchanged
34 FWL INVESTMENT MANAGEMENT, LLC 4.79% of their portfolio Dallas, TX 503,526503.5k $26.1m $26.1m 4.79% Added +29.3k +29,271
35 SPIREPOINT PRIVATE CLIENT, LLC 1.88% of their portfolio VERO BEACH, FL 448,645448.6k $23.3m $23.3m 1.88% Added +23.8k +23,785
36 Aprio Wealth Management, LLC 1.10% of their portfolio ATLANTA, GA 427,719427.7k $22.2m $22.2m 1.10% Added +17.3k +17,251
37 CHOREO, LLC 0.22% of their portfolio ROCKFORD, IL 395,348395.3k $20.5m $20.5m 0.22% Added +1.8k +1,813
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 382,113382.1k $20.1m $20.1m 0.03% Added +7.6k +7,604
39 Trivium Point Advisory, LLC 1.78% of their portfolio WILTON, CT 378,254378.3k $19.6m $19.6m 1.78% Added +327.8k +327,813
40 D.A. DAVIDSON & CO. 0.10% of their portfolio GREAT FALLS, MT 356,287356.3k $18.5m $18.5m 0.10% Reduced -10.5k -10,525
41 Hilton Capital Management, LLC 1.20% of their portfolio Garden City, NY 338,754338.8k $17.6m $17.6m 1.20% Added +96.1k +96,100
42 Violich Capital Management, Inc. 1.88% of their portfolio MILL VALLEY, CA 333,845333.8k $17.3m $17.3m 1.88% Reduced -3.8k -3,750
43 RS CRUM INC. 3.22% of their portfolio Newport Beach, CA 331,386331.4k $17.2m $17.2m 3.22% Reduced -1.6k -1,626
44 FIRST AMERICAN TRUST, FSB 1.00% of their portfolio SANTA ANA, CA 319,657319.7k $16.6m $16.6m 1.00% Reduced -41.9k -41,931
45 SOA Wealth Advisors, LLC. 0.05% of their portfolio NEW YORK, NY 319,249319.2k $319.2k $319.2k 0.05% Added +57.5k +57,451
46 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 311,938311.9k $16.2m $16.2m 0.03% Added +286.4k +286,371
47 SEARCY FINANCIAL SERVICES INC /ADV 5.36% of their portfolio OVERLAND PARK, KS 308,099308.1k $16.0m $16.0m 5.36% Reduced -1.6k -1,614
48 CARY STREET PARTNERS FINANCIAL LLC 0.34% of their portfolio RICHMOND, VA 299,656299.7k $15.5m $15.5m 0.34% Added +5.3k +5,337
49 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.05% of their portfolio CHARLOTTE, NC 299,107299.1k $15.5m $15.5m 0.05% Added +4.1k +4,088
50 Checchi Capital Advisers, LLC 0.98% of their portfolio BEVERLY HILLS, CA 298,363298.4k $15.5m $15.5m 0.98% Added +758 +758
51 North Star Investment Management Corp. 0.83% of their portfolio CHICAGO, IL 295,028295.0k $15.3m $15.3m 0.83% Added +8.8k +8,823
52 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 290,720290.7k $15.1m $15.1m 0.02% Reduced -28.9k -28,947
53 WEALTH ALLIANCE, LLC 1.23% of their portfolio MELLVILLE, NY 282,387282.4k $14.6m $14.6m 1.23% Reduced -9.8k -9,780
54 TECTONIC ADVISORS LLC 0.70% of their portfolio FRISCO, TX 280,210280.2k $14.5m $14.5m 0.70% Added +7.5k +7,512
55 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 278,050278.1k $14.4m $14.4m 0.06% Reduced -8.5k -8,468
56 NICOLET BANKSHARES INC 0.45% of their portfolio GREEN BAY, WI 275,028275.0k $14.3m $14.3m 0.45% Reduced -3.6k -3,555
57 Prospera Financial Services Inc 0.21% of their portfolio Dallas, TX 273,749273.7k $14.2m $14.2m 0.21% Added +6.4k +6,396
58 VISTA FINANCE, LLC 7.48% of their portfolio Clayton, MO 258,127258.1k $13.4m $13.4m 7.48% Added +38.7k +38,673
59 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 256,358256.4k $13.3m $13.3m 0.04% Added +9.1k +9,056
60 Summit Financial Wealth Advisors, LLC 1.68% of their portfolio Lafayette, LA 254,098254.1k $13.2m $13.2m 1.68% Reduced -220 -220
61 NOVARE CAPITAL MANAGEMENT LLC 0.91% of their portfolio CHARLOTTE, NC 248,500248.5k $12.9m $12.9m 0.91% Added +700 +700
62 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 6.02% of their portfolio LOUISVILLE, KY 246,815246.8k $12.8m $12.8m 6.02% Added +4.4k +4,388
63 FORTEM FINANCIAL GROUP, LLC 2.56% of their portfolio PALM DESERT, CA 242,533242.5k $12.6m $12.6m 2.56% Reduced -3.2k -3,175
64 STANSBERRY ASSET MANAGEMENT, LLC 1.15% of their portfolio Westlake, TX 242,497242.5k $12.6m $12.6m 1.15% Added +10.7k +10,660
65 Truffle Hound Capital, LLC 7.85% of their portfolio BETHESDA, MD 240,000240.0k $12.4m $12.4m 7.85% Unchanged
66 Tradewinds, LLC. 0.62% of their portfolio RALEIGH, NC 238,571238.6k $2.7m $2.7m 0.62% New
67 Kera Capital Partners, Inc. 1.15% of their portfolio SACRAMENTO, CA 230,738230.7k $12.0m $12.0m 1.15% Added +20.0k +19,957
68 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 229,990230.0k $11.9m $11.9m 0.01% Added +34.3k +34,332
69 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 227,795227.8k $11.7m $11.7m 0.00% Added +24.5k +24,452
70 Prime Capital Investment Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 212,150212.2k $11.0m $11.0m 0.11% Reduced -8.6k -8,590
71 Williams Jones Wealth Management, LLC. 0.12% of their portfolio NEW YORK, NY 206,027206.0k $10.7m $10.7m 0.12% Added +5.9k +5,867
72 Oak Harvest Investment Services 0.99% of their portfolio HOUSTON, TX 205,080205.1k $10.6m $10.6m 0.99% Added +5.0k +5,040
73 DAVENPORT & Co LLC 0.05% of their portfolio RICHMOND, VA 200,918200.9k $10.4m $10.4m 0.05% Added +21.8k +21,788
74 ARDSLEY ADVISORY PARTNERS LP 1.13% of their portfolio Norwalk, CT 200,000200.0k $10.4m $10.4m 1.13% Unchanged
75 Granby Capital Management, LLC 5.41% of their portfolio Miami Beach, FL 200,000200.0k $10.4m $10.4m 5.41% Unchanged
76 BALDWIN WEALTH PARTNERS LLC/MA 0.68% of their portfolio Marion, MA 199,762199.8k $10.4m $10.4m 0.68% Reduced -9.0k -9,049
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 199,600199.6k $10.3m $10.3m 0.00% Reduced -76.1k -76,060
78 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 198,019198.0k $10.3m $10.3m 0.04% Added +60.9k +60,932
79 Elgethun Capital Management 1.42% of their portfolio SIOUX FALLS, SD 196,637196.6k $10.2m $10.2m 1.42% Added +7.3k +7,310
80 J.W. COLE ADVISORS, INC. 0.17% of their portfolio TAMPA, FL 195,021195.0k $10.1m $10.1m 0.17% Added +5.1k +5,120
81 TRANSCEND CAPITAL ADVISORS, LLC 0.68% of their portfolio MADISON, NJ 194,367194.4k $10.1m $10.1m 0.68% Added +28.4k +28,415
82 Fortis Group Advisors, LLC 1.57% of their portfolio WESTWOOD, NJ 189,931189.9k $9.8m $9.8m 1.57% Added +6.1k +6,078
83 Csenge Advisory Group 0.40% of their portfolio CLEARWATER, FL 189,897189.9k $9.8m $9.8m 0.40% New
84 FINANCIAL MANAGEMENT NETWORK INC 1.45% of their portfolio MISSION VIEJO, CA 186,807186.8k $10.1m $10.1m 1.45% Added +3.6k +3,640
85 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 185,243185.2k $9.6m $9.6m 0.06% Added +178.2k +178,202
86 BARD ASSOCIATES INC 1.97% of their portfolio CHICAGO, IL 171,562171.6k $8.9m $8.9m 1.97% Reduced -1.1k -1,120
87 EVERGREEN CAPITAL MANAGEMENT LLC 0.16% of their portfolio Bellevue, WA 171,317171.3k $8.9m $8.9m 0.16% Added +1.7k +1,687
88 SHIKIAR ASSET MANAGEMENT INC 2.22% of their portfolio NEW YORK, NY 169,155169.2k $8.8m $8.8m 2.22% Reduced -9.4k -9,390
89 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 167,510167.5k $8.7m $8.7m 0.04% Added +17.3k +17,259
90 Brick & Kyle, Associates 2.83% of their portfolio NEWTOWN, PA 162,583162.6k $8.6m $8.6m 2.83% Unchanged
91 NWAM LLC 0.41% of their portfolio MERCER ISLAND, WA 157,897157.9k $8.2m $8.2m 0.41% Added +348 +348
92 Mariner, LLC 0.01% of their portfolio Overland Park, KS 157,067157.1k $8.1m $8.1m 0.01% Added +3.4k +3,412
93 Advisors Asset Management, Inc. 0.12% of their portfolio Monument, CO 156,577156.6k $8.1m $8.1m 0.12% Added +5.0k +5,033
94 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 156,022156.0k $8.1m $8.1m 0.04% Reduced -60.2k -60,235
95 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 154,772154.8k $8.0m $8.0m 0.01% Added +22.6k +22,561
96 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 153,572153.6k $8.0m $8.0m 0.03% Added +43.0k +43,019
97 MUHLENKAMP & CO INC 2.26% of their portfolio WEXFORD, PA 150,615150.6k $7.8m $7.8m 2.26% Unchanged
98 Left Brain Wealth Management, LLC 2.34% of their portfolio NAPERVILLE, IL 149,437149.4k $7.7m $7.7m 2.34% Reduced -5.3k -5,294
99 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 146,143146.1k $7.6m $7.6m 0.01% Added +43.6k +43,616
100 Advisors Preferred, LLC 1.17% of their portfolio ROCKVILLE, MD 145,325145.3k $7.6m $7.6m 1.17% Added +5.6k +5,645