AMJB Institutional Ownership & Shareholders
ALERIAN MLP ETN2044 (AMJB) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $431.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cibc Bancorp Usa Inc. is currently the largest disclosed institutional shareholder of AMJB tracked by InsiderSet, reporting ownership valued at approximately $137.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $141.61M, representing an estimated gain of +3.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed AMJB value among the investors covered in this analysis. Major shareholders include Cibc Bancorp Usa Inc., Jpmorgan Chase & Co, Equitable Holdings, Inc., and several other long-term asset managers with concentrated positions in ALERIAN MLP ETN2044 (AMJB).
This page ranks the largest institutional AMJB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$431.46M
Largest Holder
Cibc Bancorp Usa Inc.
Largest Position
$137.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cibc Bancorp Usa Inc. | 0.17% | 3,983,296 | $137,296,205 | $141,606,173 | +$4,309,968 | +3.14% | |
| Jpmorgan Chase & Co | 0.00% | 1,907,023 | $65,696,942 | $67,794,668 | +$2,097,726 | +3.19% | |
| Equitable Holdings, Inc. | 0.28% | 1,380,520 | $47,614,085 | $49,077,486 | +$1,463,401 | +3.07% | |
| Keybank National Association/Oh | 0.07% | 599,629 | $20,681,206 | $21,316,811 | +$635,605 | +3.07% | |
| Lpl Financial Llc | 0.00% | 530,493 | $18,296,719 | $18,859,026 | +$562,307 | +3.07% | |
| Osborne Partners Capital Management, Llc | 0.70% | 364,721 | $12,579,214 | $12,965,832 | +$386,618 | +3.07% | |
| Nicolet Bankshares Inc | 0.35% | 322,369 | $11,046,899 | $11,460,218 | +$413,319 | +3.74% | |
| Waverly Advisors, Llc | 0.06% | 319,590 | $11,022,659 | $11,361,425 | +$338,766 | +3.07% | |
| Goldman Sachs Group Inc | 0.00% | 311,777 | $10,753,189 | $11,083,672 | +$330,483 | +3.07% | |
| Baird Financial Group, Inc. | 0.01% | 271,646 | $9,369,071 | $9,657,015 | +$287,944 | +3.07% | |
| Ff Advisors,Llc | 2.58% | 203,988 | $7,035,531 | $7,251,773 | +$216,242 | +3.07% | |
| Mai Capital Management | 0.02% | 189,489 | $6,535,495 | $6,736,334 | +$200,839 | +3.07% | |
| Vident Advisory, Llc | 0.04% | 167,115 | $5,763,796 | $5,940,938 | +$177,142 | +3.07% | |
| Rpg Family Wealth Advisory, Llc | 1.03% | 165,639 | $5,712,888 | $5,888,466 | +$175,578 | +3.07% | |
| Noesis Capital Mangement Corp | 0.63% | 154,446 | $5,326,860 | $5,490,555 | +$163,695 | +3.07% | |
| Risk Paradigm Group, Llc | 4.07% | 150,358 | $5,185,847 | $5,345,227 | +$159,380 | +3.07% | |
| Lake Street Private Wealth, Llc | 0.53% | 139,435 | $4,809,113 | $4,956,914 | +$147,801 | +3.07% | |
| Everett Harris & Co | 0.04% | 97,530 | $3,363,810 | $3,467,191 | +$103,381 | +3.07% | |
| Smallwood Wealth Investment Management, Llc | 1.37% | 94,107 | $3,245,750 | $3,345,504 | +$99,754 | +3.07% | |
| United Capital Financial Advisors, Llc | 0.02% | 92,000 | $3,173,080 | $3,270,600 | +$97,520 | +3.07% | |
| Argyle Capital Partners, Llc | 1.58% | 73,946 | $2,550,383 | $2,628,780 | +$78,397 | +3.07% | |
| Americana Partners, Llc | 0.05% | 69,246 | $2,388,307 | $2,461,695 | +$73,388 | +3.07% | |
| Morgan Stanley | 0.00% | 63,569 | $2,192,495 | $2,259,878 | +$67,383 | +3.07% | |
| Ubs Group Ag | 0.00% | 61,845 | $2,133,034 | $2,198,590 | +$65,556 | +3.07% | |
| My Personal Cfo, Llc | 0.73% | 58,643 | $2,022,602 | $2,084,759 | +$62,157 | +3.07% | |
| Benchmark Financial, Llc | 1.36% | 51,291 | $1,769,026 | $1,823,395 | +$54,369 | +3.07% | |
| Kestra Advisory Services, Llc | 0.00% | 43,581 | $1,503,094 | $1,549,305 | +$46,211 | +3.07% | |
| Susquehanna International Group, Llp | 0.00% | 42,205 | $1,455,650 | $1,500,388 | +$44,738 | +3.07% | |
| Beckerman Institutional, Llc | 0.69% | 41,857 | $1,443,660 | $1,488,016 | +$44,356 | +3.07% | |
| Hancock Whitney Corp | 0.02% | 40,925 | $1,411,503 | $1,454,884 | +$43,381 | +3.07% | |
| Wellspring Financial Advisors, Llc | 0.10% | 37,224 | $1,286,834 | $1,323,313 | +$36,479 | +2.83% | |
| Ifp Advisors, Inc | 0.02% | 35,183 | $1,213,462 | $1,250,756 | +$37,294 | +3.07% | |
| Regal Investment Advisors Llc | 0.06% | 34,710 | $1,197,162 | $1,233,941 | +$36,779 | +3.07% | |
| Cura Wealth Advisors, Llc | 0.46% | 31,143 | $1,074,122 | $1,107,134 | +$33,012 | +3.07% | |
| Value Investment Professionals, Llc | 0.86% | 28,756 | $991,796 | $1,022,276 | +$30,480 | +3.07% | |
| Waystone Advisors Llc | 0.68% | 26,418 | $911,156 | $939,160 | +$28,004 | +3.07% | |
| Creative Planning | 0.00% | 26,318 | $907,708 | $935,605 | +$27,897 | +3.07% | |
| Parkside Financial Bank & Trust | 0.06% | 25,130 | $866,734 | $893,371 | +$26,637 | +3.07% | |
| Commerce Bank | 0.00% | 20,547 | $708,666 | $730,446 | +$21,780 | +3.07% | |
| Newedge Advisors, Llc | 0.00% | 20,355 | $702,049 | $723,620 | +$21,571 | +3.07% | |
| Pacific Center For Financial Services | 0.15% | 20,307 | $700,398 | $721,914 | +$21,516 | +3.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 18,258 | $629,718 | $649,072 | +$19,354 | +3.07% | |
| Bank Of America Corp | 0.00% | 1,810,966 | $624,602 | $64,379,841 | +$63,755,239 | +10207.34% | |
| Cetera Investment Advisers | 0.00% | 17,648 | $608,683 | $627,386 | +$18,703 | +3.07% | |
| Raymond James Financial Inc | 0.00% | 13,999 | $482,830 | $497,664 | +$14,834 | +3.07% | |
| Sax Wealth Advisors, Llc | 0.01% | 13,819 | $476,617 | $491,265 | +$14,648 | +3.07% | |
| Eagle Global Advisors Llc | 0.02% | 13,650 | $470,788 | $485,257 | +$14,469 | +3.07% | |
| North Capital, Inc. | 0.31% | 12,590 | $439,528 | $447,574 | +$8,046 | +1.83% | |
| Covenant Asset Management, Llc | 0.07% | 10,955 | $377,838 | $389,450 | +$11,612 | +3.07% | |
| Janney Montgomery Scott Llc | 0.00% | 10,744 | $371,000 | $381,949 | +$10,949 | +2.95% |
Frequently asked questions about AMJB
Who are the largest institutional holders of AMJB?
The largest institutional holders of AMJB reported in the latest SEC Form 13F filings include Cibc Bancorp Usa Inc., Jpmorgan Chase & Co, Equitable Holdings, Inc., Keybank National Association/Oh, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported AMJB position.
What is AMJB institutional ownership?
This page tracks AMJB positions reported by institutional investment managers through SEC Form 13F. ALERIAN MLP ETN2044 (AMJB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AMJB?
InsiderSet currently tracks 74 institutional managers reporting AMJB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AMJB shareholders.
How much AMJB stock do institutions own?
Institutional investment managers disclosed approximately $431.46M in AMJB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AMJB institutional ownership last updated?
The latest AMJB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AMJB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AMJB position after the reporting date.
Are institutions buying or selling AMJB?
Institutional buying and selling can be analyzed by comparing AMJB positions across consecutive 13F reporting periods. InsiderSet's AMJB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AMJB ownership changes.
How has AMJB institutional ownership changed over time?
InsiderSet tracks AMJB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.