ALERIAN MLP ETF (AMLP) Institutional Shareholders

ALERIAN MLP ETF (AMLP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.45B in AMLP holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of AMLP tracked by InsiderSet, reporting ownership valued at approximately $833.61M in its March 31, 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 $876.05M, representing an estimated gain of +5.09% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed AMLP value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ALERIAN MLP ETF (AMLP).

This page ranks the largest institutional AMLP 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

796

Total Reported Value

$5.45B

Largest Holder

Morgan Stanley

Largest Position

$833.61M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

31

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.05%15,835,961$833,605,045$876,045,363+$42,440,318+5.09%
Bank Of America Corp0.03%8,490,654$446,948,003$469,702,979+$22,754,976+5.09%
Wells Fargo & Company/Mn0.08%7,517,252$395,708,163$415,854,381+$20,146,218+5.09%
Goldman Sachs Group Inc0.05%6,563,117$345,482,480$363,071,632+$17,589,152+5.09%
Allen Investment Management, Llc2.61%4,005,535$210,851,340$221,586,196+$10,734,856+5.09%
Lpl Financial Llc0.05%3,630,084$191,087,619$200,816,247+$9,728,628+5.09%
Ubs Group Ag0.03%3,195,287$168,199,908$176,763,277+$8,563,369+5.09%
Raymond James Financial Inc0.04%2,637,986$138,863,581$145,933,386+$7,069,805+5.09%
Royal Bank Of Canada0.02%2,414,295$127,088,000$133,558,799+$6,470,799+5.09%
Creative Planning0.08%2,247,071$118,285,815$124,307,968+$6,022,153+5.09%
Us Bancorp \De\0.10%1,634,533$86,041,817$90,422,366+$4,380,549+5.09%
Naviter Wealth, Llc8.85%1,345,764$70,841,000$74,447,664+$3,606,664+5.09%
Ameriprise Financial Inc0.02%1,275,253$67,182,964$70,546,996+$3,364,032+5.01%
Stifel Financial Corp0.05%1,024,383$53,923,648$56,668,868+$2,745,220+5.09%
Stephens Inc0.59%1,010,491$52,393,944$55,900,362+$3,506,418+6.69%
Envestnet Asset Management Inc0.01%965,702$50,071,675$53,422,635+$3,350,960+6.69%
Osaic Holdings, Inc.0.07%863,290$45,447,335$47,757,203+$2,309,868+5.08%
Sumitomo Mitsui Trust Group, Inc.0.02%806,927$41,839,165$44,639,202+$2,800,037+6.69%
Hightower Advisors, Llc0.04%784,184$41,279,629$43,381,059+$2,101,430+5.09%
Commonwealth Equity Services, Llc0.05%778,825$40,382,068$43,084,599+$2,702,531+6.69%
Proficio Capital Partners Llc1.72%610,337$32,138,133$33,763,843+$1,625,710+5.06%
Tiaa Wealth Investment Management Llc0.25%602,832$32,106,813$33,348,666+$1,241,853+3.87%
Rockefeller Capital Management L.P.0.05%560,656$29,513,003$31,015,490+$1,502,487+5.09%
True Private Wealth Advisors2.49%555,543$28,804,912$30,732,639+$1,927,727+6.69%
Captrust Financial Advisors0.05%538,203$28,331,313$29,773,390+$1,442,077+5.09%
Blair William & Co/Il0.08%534,883$28,156,231$29,589,728+$1,433,497+5.09%
Cetera Investment Advisers0.03%525,634$27,669,370$29,078,073+$1,408,703+5.09%
Ep Wealth Advisors, Llc0.13%514,685$27,093,017$28,472,374+$1,379,357+5.09%
School Employees Retirement Board Of Ohio9.47%506,822$26,278,721$28,037,393+$1,758,672+6.69%
Fwl Investment Management, Llc5.48%474,255$24,964,803$26,235,787+$1,270,984+5.09%
Oxbow Advisors, Llc2.03%453,356$23,864,648$25,079,654+$1,215,006+5.09%
Spirepoint Private Client, Llc2.13%424,860$22,364,653$23,503,255+$1,138,602+5.09%
Aprio Wealth Management, Llc1.10%427,719$22,177,229$23,661,415+$1,484,186+6.69%
Choreo, Llc0.25%393,535$20,715,680$21,770,356+$1,054,676+5.09%
Wealth Enhancement Advisory Services, Llc0.03%382,113$20,137,373$21,138,491+$1,001,118+4.97%
First American Trust, Fsb1.28%361,588$19,034,004$20,003,048+$969,044+5.09%
D.A. Davidson & Co.0.10%356,287$18,473,491$19,709,797+$1,236,306+6.69%
Rs Crum Inc.3.39%333,012$17,529,729$18,422,224+$892,495+5.09%
Violich Capital Management, Inc.1.88%333,845$17,309,863$18,468,305+$1,158,442+6.69%
Focus Partners Wealth0.02%319,667$16,827,241$17,683,978+$856,737+5.09%
Searcy Financial Services Inc5.36%308,099$15,974,949$17,044,037+$1,069,088+6.69%
Checchi Capital Advisers, Llc1.08%297,605$15,665,927$16,463,509+$797,582+5.09%
Cary Street Partners Financial Llc0.34%299,656$15,537,166$16,576,970+$1,039,804+6.69%
Tiaa-Cref Individual & Institutional Services, Llc0.06%295,019$15,529,800$16,320,451+$790,651+5.09%
Wealth Alliance, Llc1.52%292,167$15,379,650$16,162,678+$783,028+5.09%
North Star Investment Management Corp.0.83%295,028$15,297,206$16,320,949+$1,023,743+6.69%
Allworth Financial Lp0.06%286,518$15,082,289$15,850,176+$767,887+5.09%
Nicolet Bankshares Inc0.54%278,583$14,575,201$15,411,212+$836,011+5.74%
Tectonic Advisors Llc0.70%280,210$14,528,872$15,501,217+$972,345+6.69%
Prospera Financial Services Inc0.21%273,749$14,194,862$15,143,795+$948,933+6.69%

Frequently asked questions about AMLP

  • Who owns the most AMLP stock?

    The largest holders of AMLP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALERIAN MLP ETF (AMLP).

  • Is AMLP widely held by superinvestors?

    Many widely followed stocks like AMLP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AMLP is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.