AMLP Institutional Ownership & Shareholders
ALERIAN MLP ETF (AMLP) is currently held by 800 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.67B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of AMLP tracked by InsiderSet, reporting ownership valued at approximately $833.24M 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 $868.76M, representing an estimated gain of +4.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
800
Total Reported Value
$5.67B
Largest Holder
Morgan Stanley
Largest Position
$833.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 16,070,257 | $833,242,888 | $868,758,093 | +$35,515,205 | +4.26% | |
| Bank Of America Corp | 0.03% | 8,866,456 | $459,725,765 | $479,320,611 | +$19,594,846 | +4.26% | |
| Wells Fargo & Company/Mn | 0.07% | 7,429,142 | $385,200,993 | $401,619,417 | +$16,418,424 | +4.26% | |
| Goldman Sachs Group Inc | 0.04% | 7,409,556 | $384,185,479 | $400,560,597 | +$16,375,118 | +4.26% | |
| Allen Investment Management, Llc | 2.73% | 4,440,395 | $230,234,458 | $240,047,754 | +$9,813,296 | +4.26% | |
| Lpl Financial Llc | 0.05% | 3,880,321 | $201,194,636 | $209,770,153 | +$8,575,517 | +4.26% | |
| Ubs Group Ag | 0.02% | 3,024,792 | $156,835,466 | $163,520,256 | +$6,684,790 | +4.26% | |
| Raymond James Financial Inc | 0.04% | 2,810,836 | $145,741,854 | $151,953,794 | +$6,211,940 | +4.26% | |
| Royal Bank Of Canada | 0.02% | 2,473,354 | $128,244,000 | $133,709,517 | +$5,465,517 | +4.26% | |
| Creative Planning | 0.06% | 2,195,668 | $113,889,323 | $118,697,812 | +$4,808,489 | +4.22% | |
| Us Bancorp \De\ | 0.10% | 1,704,381 | $88,372,154 | $92,138,837 | +$3,766,683 | +4.26% | |
| Naviter Wealth, Llc | 7.72% | 1,639,760 | $85,021,543 | $88,645,426 | +$3,623,883 | +4.26% | |
| Ameriprise Financial Inc | 0.01% | 1,285,186 | $67,071,570 | $69,477,155 | +$2,405,585 | +3.59% | |
| Stephens Inc | 0.59% | 1,010,491 | $52,393,944 | $54,627,143 | +$2,233,199 | +4.26% | |
| Stifel Financial Corp | 0.04% | 993,674 | $51,522,624 | $53,718,016 | +$2,195,392 | +4.26% | |
| Envestnet Asset Management Inc | 0.01% | 965,702 | $50,071,675 | $52,205,850 | +$2,134,175 | +4.26% | |
| Osaic Holdings, Inc. | 0.06% | 953,551 | $49,447,497 | $51,548,967 | +$2,101,470 | +4.25% | |
| Commonwealth Equity Services, Llc | 0.06% | 871,610 | $45,210,424 | $47,119,237 | +$1,908,813 | +4.22% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | 801,061 | $41,551,034 | $43,305,358 | +$1,754,324 | +4.22% | |
| Newedge Advisors, Llc | 0.10% | 627,920 | $32,557,670 | $33,945,355 | +$1,387,685 | +4.26% | |
| Proficio Capital Partners Llc | 1.16% | 621,953 | $32,248,268 | $33,622,779 | +$1,374,511 | +4.26% | |
| Tiaa Wealth Investment Management Llc | 0.21% | 597,479 | $30,895,663 | $32,299,715 | +$1,404,052 | +4.54% | |
| Rockefeller Capital Management L.P. | 0.05% | 577,011 | $29,918,090 | $31,193,215 | +$1,275,125 | +4.26% | |
| True Private Wealth Advisors | 2.49% | 565,210 | $29,317,459 | $30,555,253 | +$1,237,794 | +4.22% | |
| Janney Montgomery Scott Llc | 0.06% | 561,275 | $29,102,000 | $30,342,527 | +$1,240,527 | +4.26% | |
| Captrust Financial Advisors | 0.04% | 537,851 | $27,887,599 | $29,076,225 | +$1,188,626 | +4.26% | |
| Cetera Investment Advisers | 0.03% | 535,072 | $27,743,484 | $28,925,992 | +$1,182,508 | +4.26% | |
| Blair William & Co/Il | 0.07% | 532,049 | $27,586,759 | $28,762,569 | +$1,175,810 | +4.26% | |
| Ep Wealth Advisors, Llc | 0.10% | 517,943 | $26,855,329 | $27,999,999 | +$1,144,670 | +4.26% | |
| Oxbow Advisors, Llc | 2.15% | 509,673 | $26,426,524 | $27,552,922 | +$1,126,398 | +4.26% | |
| School Employees Retirement Board Of Ohio | 7.75% | 506,822 | $26,288,857 | $27,398,797 | +$1,109,940 | +4.22% | |
| Fwl Investment Management, Llc | 4.79% | 503,526 | $26,107,825 | $27,220,616 | +$1,112,791 | +4.26% | |
| Spirepoint Private Client, Llc | 1.88% | 448,645 | $23,262,247 | $24,253,749 | +$991,502 | +4.26% | |
| Aprio Wealth Management, Llc | 1.01% | 426,750 | $22,135,504 | $23,070,105 | +$934,601 | +4.22% | |
| Choreo, Llc | 0.21% | 390,597 | $20,260,285 | $21,115,674 | +$855,389 | +4.22% | |
| Trivium Point Advisory, Llc | 1.78% | 378,254 | $19,612,471 | $20,448,411 | +$835,940 | +4.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 362,715 | $19,180,391 | $19,608,373 | +$427,982 | +2.23% | |
| D.A. Davidson & Co. | 0.10% | 364,555 | $18,909,504 | $19,707,843 | +$798,339 | +4.22% | |
| Violich Capital Management, Inc. | 1.98% | 353,870 | $18,355,237 | $19,130,212 | +$774,975 | +4.22% | |
| Hilton Capital Management, Llc | 1.20% | 338,754 | $17,564,402 | $18,313,041 | +$748,639 | +4.26% | |
| Rs Crum Inc. | 3.23% | 332,882 | $17,266,572 | $17,995,601 | +$729,029 | +4.22% | |
| First American Trust, Fsb | 1.00% | 319,657 | $16,574,241 | $17,280,657 | +$706,416 | +4.26% | |
| Thrivent Financial For Lutherans | 0.03% | 311,938 | $16,174,000 | $16,863,368 | +$689,368 | +4.26% | |
| Searcy Financial Services Inc | 5.60% | 301,702 | $15,649,296 | $16,310,010 | +$660,714 | +4.22% | |
| Cary Street Partners Financial Llc | 0.34% | 299,656 | $15,537,166 | $16,199,403 | +$662,237 | +4.26% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.05% | 299,107 | $15,508,698 | $16,169,724 | +$661,026 | +4.26% | |
| Checchi Capital Advisers, Llc | 0.98% | 298,363 | $15,470,122 | $16,129,504 | +$659,382 | +4.26% | |
| Focus Partners Wealth | 0.02% | 290,720 | $15,073,887 | $15,716,323 | +$642,436 | +4.26% | |
| Tectonic Advisors Llc | 0.69% | 288,621 | $14,970,794 | $15,602,851 | +$632,057 | +4.22% | |
| North Star Investment Management Corp. | 0.80% | 286,345 | $14,852,718 | $15,479,811 | +$627,093 | +4.22% |
Frequently asked questions about AMLP
Who are the largest institutional holders of AMLP?
The largest institutional holders of AMLP reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, Goldman Sachs Group Inc, and Allen Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported AMLP position.
What is AMLP institutional ownership?
This page tracks AMLP positions reported by institutional investment managers through SEC Form 13F. ALERIAN MLP ETF (AMLP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AMLP?
InsiderSet currently tracks 800 institutional managers reporting AMLP 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 AMLP shareholders.
How much AMLP stock do institutions own?
Institutional investment managers disclosed approximately $5.67B in AMLP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AMLP institutional ownership last updated?
The latest AMLP 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 AMLP 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 AMLP position after the reporting date.
Are institutions buying or selling AMLP?
Institutional buying and selling can be analyzed by comparing AMLP positions across consecutive 13F reporting periods. InsiderSet's AMLP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AMLP ownership changes.
How has AMLP institutional ownership changed over time?
InsiderSet tracks AMLP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.