AMLP · Alerian MLP ETF ETF
$55.72
+0.30 (+0.54%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $11,987,200
Total Shares: 231,190
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
57.9%
−19.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,950
Highly concentrated−1,504
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+1
Institutional value:
+420.4%
Shares held:
+428.3%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 133,811 | $6,938,100 | |
| Large Corient Private Wealth LLC | 92,350 | $4,788,347 | |
| Small Financial Insights, Inc. | 5,029 | $260,753 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 33,678 | $1,772,809 | |
| Large M&T Bank Corp | 10,080 | $530,611 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AMLP | $4,788,347 | 39.95% | 92,350 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC AMLP | $3,717,645 | 31.01% | 71,700 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC AMLP | $1,721,990 | 14.37% | 33,211 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC AMLP | $1,498,465 | 12.50% | 28,900 | Put | 2026-09-02 | |
| Small Financial Insights, Inc. AMLP | $260,753 | 2.18% | 5,029 | Shares | 2026-08-25 |