INFRACAP MLP ETF (AMZA) Top Institutional Shareholders
INFRACAP MLP ETF (AMZA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $61.25M in AMZA holdings during the latest filing period.
Independent Financial Group, Llc is currently the largest disclosed institutional shareholder of AMZA tracked by InsiderSet, reporting ownership valued at approximately $16.45M in its June 30, 2021 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.54M, representing an estimated gain of +67.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed AMZA value among the investors covered in this analysis. Major shareholders include Independent Financial Group, Llc, Equitable Holdings, Inc., Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in INFRACAP MLP ETF (AMZA).
This page ranks the largest institutional AMZA 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
70
Total Reported Value
$61.25M
Largest Holder
Independent Financial Group, Llc
Largest Position
$16.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | 0.20% | 605,319 | $16,454,608 | $27,542,015 | +$11,087,407 | +67.38% | |
| Equitable Holdings, Inc. | 0.06% | 218,319 | $8,625,784 | $9,933,515 | +$1,307,731 | +15.16% | |
| Advisors Asset Management, Inc. | 0.13% | 170,848 | $7,874,384 | $7,773,584 | -$100,800 | -1.28% | |
| Susquehanna International Group, Llp | 0.01% | 86,983 | $4,009,046 | $3,957,727 | -$51,320 | -1.28% | |
| Global Assets Advisory, Llc | 1.06% | 54,084 | $3,692,856 | $2,460,822 | -$1,232,034 | -33.36% | |
| Lpl Financial Llc | 0.00% | 74,352 | $3,426,880 | $3,383,016 | -$43,864 | -1.28% | |
| Beirne Wealth Consulting Services, Llc | 0.51% | 38,969 | $1,796,179 | $1,773,090 | -$23,090 | -1.29% | |
| Infrastructure Capital Advisors, Llc | 0.17% | 38,787 | $1,787,688 | $1,764,809 | -$22,880 | -1.28% | |
| Raymond James Financial Inc | 0.00% | 25,443 | $1,172,664 | $1,157,657 | -$15,008 | -1.28% | |
| Osaic Holdings, Inc. | 0.00% | 24,599 | $1,133,820 | $1,119,255 | -$14,566 | -1.28% | |
| Old Mission Capital Llc | 0.03% | 23,776 | $1,095,835 | $1,081,808 | -$14,027 | -1.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,108 | $880,700 | $869,414 | -$11,286 | -1.28% | |
| Pennington Partners & Co., Llc | 0.25% | 16,000 | $737,440 | $728,000 | -$9,440 | -1.28% | |
| Citadel Advisors Llc | 0.00% | 14,442 | $665,632 | $657,111 | -$8,521 | -1.28% | |
| Davenport & Co Llc | 0.00% | 13,152 | $606,174 | $598,416 | -$7,758 | -1.28% | |
| Prospera Financial Services Inc | 0.01% | 12,106 | $558,032 | $550,823 | -$7,209 | -1.29% | |
| Chicago Partners Investment Group Llc | 0.01% | 11,244 | $512,054 | $511,602 | -$452 | -0.09% | |
| Maridea Wealth Management Llc | 0.07% | 10,265 | $473,133 | $467,058 | -$6,076 | -1.28% | |
| Fifth Third Securities, Inc. | 0.03% | 10,035 | $462,513 | $456,593 | -$5,921 | -1.28% | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 8,850 | $418,251 | $402,675 | -$15,576 | -3.72% | |
| Marshall Wace, Llp | 0.00% | 8,287 | $381,948 | $377,059 | -$4,890 | -1.28% | |
| Pasadena Private Wealth, Llc | 0.05% | 7,855 | $362,040 | $357,403 | -$4,638 | -1.28% | |
| Guardian Asset Advisors, Llc | 0.19% | 6,907 | $318,270 | $314,269 | -$4,002 | -1.26% | |
| Ameriflex Group, Inc. | 0.16% | 6,660 | $306,961 | $303,030 | -$3,931 | -1.28% | |
| Sowell Financial Services Llc | 0.01% | 6,310 | $290,818 | $287,105 | -$3,713 | -1.28% | |
| Redwood Family Wealth Llc | 0.25% | 5,518 | $254,337 | $251,069 | -$3,268 | -1.28% | |
| Harbour Investments, Inc. | 0.00% | 5,192 | $239,332 | $236,236 | -$3,096 | -1.29% | |
| Quadrant Private Wealth Management, Llc | 0.04% | 5,009 | $230,865 | $227,910 | -$2,956 | -1.28% | |
| Mariner, Llc | 0.00% | 4,803 | $221,356 | $218,537 | -$2,820 | -1.27% | |
| Garden State Investment Advisory Services Llc | 0.05% | 4,688 | $216,137 | $213,304 | -$2,833 | -1.31% | |
| Kovack Advisors, Inc. | 0.01% | 4,678 | $211,201 | $212,849 | +$1,648 | +0.78% | |
| Oppenheimer & Co Inc | 0.00% | 4,500 | $207,405 | $204,750 | -$2,655 | -1.28% | |
| Envestnet Asset Management Inc | 0.00% | 4,430 | $204,172 | $201,565 | -$2,607 | -1.28% | |
| Integrity Alliance, Llc. | 0.01% | 4,366 | $201,229 | $198,653 | -$2,576 | -1.28% | |
| Blair William & Co/Il | 0.00% | 3,300 | $152,097 | $150,150 | -$1,947 | -1.28% | |
| Royal Bank Of Canada | 0.00% | 2,876 | $132,000 | $130,858 | -$1,142 | -0.87% | |
| Newedge Advisors, Llc | 0.01% | 63,970 | $110,426 | $2,910,635 | +$2,800,209 | +2535.82% | |
| Manchester Capital Management Llc | 0.02% | 2,375 | $109,464 | $108,063 | -$1,402 | -1.28% | |
| Us Bancorp \De\ | 0.00% | 2,000 | $92,180 | $91,000 | -$1,180 | -1.28% | |
| Wells Fargo & Company/Mn | 0.00% | 1,681 | $77,459 | $76,486 | -$974 | -1.26% | |
| Archer Investment Corp | 0.02% | 1,647 | $75,912 | $74,939 | -$974 | -1.28% | |
| Corecap Advisors, Llc | 0.00% | 1,525 | $70,328 | $69,388 | -$941 | -1.34% | |
| Sound Income Strategies, Llc | 0.00% | 1,262 | $56,449 | $57,421 | +$972 | +1.72% | |
| Morgan Stanley | 0.00% | 1,014 | $46,735 | $46,137 | -$598 | -1.28% | |
| Aventura Private Wealth, Llc | 0.02% | 946 | $43,601 | $43,043 | -$558 | -1.28% | |
| Ifp Advisors, Inc | 0.00% | 725 | $33,415 | $32,988 | -$428 | -1.28% | |
| Pnc Financial Services Group, Inc. | 0.00% | 720 | $33,185 | $32,760 | -$425 | -1.28% | |
| Assetmark, Inc | 0.00% | 700 | $32,263 | $31,850 | -$413 | -1.28% | |
| Blueline Advisors Llc | 0.02% | 520 | $23,967 | $23,660 | -$307 | -1.28% | |
| Triumph Capital Management | 0.00% | 500 | $23,045 | $22,750 | -$295 | -1.28% |
Frequently asked questions about AMZA
Who owns the most AMZA stock?
The largest holders of AMZA 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 INFRACAP MLP ETF (AMZA).
Is AMZA widely held by superinvestors?
Many widely followed stocks like AMZA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AMZA 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.