Vault-13

BARCLAYS BANK PLC ATMP

IPATH SELCT MLP · ETP · CUSIP 06742C723

33 institutional holders +2 vs Q3 2025
16,932,56216.9m shares reported held*
$487.2mreported value*
2 new 5 added 7 reduced 2 sold out net bought ≈ $7.5m (+260.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $28.77.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 18Q4 22: 22Q1 23: 18Q2 23: 21Q3 23: 22Q4 23: 21Q1 24: 22Q2 24: 26Q3 24: 22Q4 24: 23Q1 25: 24Q2 25: 31Q3 25: 31Q4 25: 3333Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202218
Q4 202222
Q1 202318
Q2 202321
Q3 202322
Q4 202321
Q1 202422
Q2 202426
Q3 202422
Q4 202423
Q1 202524
Q2 202531
Q3 202531
Q4 202533

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 24: 11 bought or addedQ1 24: 3 cut or sold outQ2 24: 11 bought or addedQ2 24: 7 cut or sold outQ2 24Q3 24: 5 bought or addedQ3 24: 11 cut or sold outQ4 24: 9 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 4 cut or sold outQ2 25: 17 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 9 cut or sold outQ4 25: 7 bought or addedQ4 25: 9 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024113
Q2 2024117
Q3 2024511
Q4 202495
Q1 2025154
Q2 2025174
Q3 2025119
Q4 202579

Biggest buyers

CIBC Private Wealth Group LLC Added +258,631+258.6k
Equitable Holdings, Inc. New +12,461+12.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +9,061+9.1k
MML INVESTORS SERVICES, LLC Added +443+443
Cresset Asset Management, LLC Added +211+211
Orion Porfolio Solutions, LLC Added +171+171
UBS Group AG Added +76+76

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -6,532-6.5k
OSAIC HOLDINGS, INC. Sold out -4,875-4.9k
EXENCIAL WEALTH ADVISORS, LLC Reduced -4,387-4.4k
FIFTH THIRD BANCORP Reduced -3,867-3.9k
Battery Global Advisors, LLC Reduced -2,579-2.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -2,249-2.2k
WELLS FARGO & COMPANY/MN Sold out -1,350-1.4k
BLAIR WILLIAM & CO/IL Reduced -1,000-1.0k
Aureus Asset Management, LLC Reduced -49-49

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CIBC Private Wealth Group LLC 0.79% of their portfolio ATLANTA, GA 16,193,05716.2m $465.9m $465.9m 0.79% Added +258.6k +258,631
2 EXENCIAL WEALTH ADVISORS, LLC 0.20% of their portfolio OKLAHOMA CITY, OK 222,374222.4k $6.4m $6.4m 0.20% Reduced -4.4k -4,387
3 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 72,71872.7k $2.1m $2.1m 0.02% Added +171 +171
4 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 38,10038.1k $1.1m $1.1m 0.00% Unchanged
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 32,57032.6k $937.0k $937.0k 0.00% Unchanged
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 26,21726.2k $754.3k $754.3k 0.00% Added +76 +76
7 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 25,48725.5k $733.3k $733.3k 0.00% Reduced -1.0k -1,000
8 Battery Global Advisors, LLC 0.33% of their portfolio BOSTON, MA 24,72524.7k $711.3k $711.3k 0.33% Reduced -2.6k -2,579
9 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 23,08123.1k $664.0k $664.0k 0.00% Unchanged
10 Breakwater Capital Group 0.08% of their portfolio PARAMUS, NJ 20,70020.7k $595.5k $595.5k 0.08% Unchanged
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 20,46320.5k $5.9k $5.9k 0.00% Reduced -6.5k -6,532
12 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,34020.3k $585.2k $585.2k 0.00% Unchanged
13 PCM Encore, LLC 0.12% of their portfolio Aspen, CO 20,26820.3k $583.1k $583.1k 0.12% First filing
14 River Street Advisors LLC 0.20% of their portfolio AURORA, IL 18,34518.3k $527.8k $527.8k 0.20% Unchanged
15 Arlington Trust Co LLC 0.05% of their portfolio BIRMINGHAM, AL 17,50017.5k $503.5k $503.5k 0.05% Unchanged
16 Ameliora Wealth Management Ltd. 0.15% of their portfolio ZURICH, V8 17,00717.0k $490.4k $490.4k 0.15% Unchanged
17 Aureus Asset Management, LLC 0.03% of their portfolio BOSTON, MA 16,52816.5k $475.5k $475.5k 0.03% Reduced -49 -49
18 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 16,11016.1k $463.5k $463.5k 0.00% Unchanged
19 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,41115.4k $443.4k $443.4k 0.00% Added +211 +211
20 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 15,00015.0k $431.6k $431.6k 0.00% Unchanged
21 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 12,46112.5k $358.5k $358.5k 0.00% New
22 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,20712.2k $351.2k $351.2k 0.00% Added +443 +443
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,82410.8k $311.4k $311.4k 0.00% Unchanged
24 WAYSTONE ADVISORS LLC 0.24% of their portfolio REDMOND, WA 9,8029.8k $282.0k $282.0k 0.24% First filing
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,0619.1k $257.2k $257.2k 0.00% New
26 Quadcap Wealth Management, LLC 0.03% of their portfolio Frisco, TX 7,9928.0k $229.9k $229.9k 0.03% Unchanged
27 Discipline Wealth Solutions, LLC 0.04% of their portfolio GREENVILLE, SC 7,9037.9k $227.4k $227.4k 0.04% Unchanged
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,6387.6k $219.7k $219.7k 0.00% Reduced -2.2k -2,249
29 Ballentine Partners, LLC 0.00% of their portfolio Waltham, MA 7,1007.1k $204.3k $204.3k 0.00% Unchanged
30 Omega Financial Group, LLC 0.07% of their portfolio Santa Barbara, CA 6,9817.0k $200.8k $200.8k 0.07% Unchanged
31 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,1133.1k $89.6k $89.6k 0.00% Reduced -3.9k -3,867
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,6421.6k $47.0k $47.0k 0.00% Unchanged
33 CWM, LLC 0.00% of their portfolio OMAHA, NE 300300 $9.0k $9.0k 0.00% Unchanged