AMLP — ALERIAN MLP ETF
As of Q2 2026, 16 SEC-registered investment managers reported holding AMLP (ALERIAN MLP ETF) in their latest 13F filings, with a combined reported value of $2.26B across 43.63M shares. That is +3.3% by share count (+1.38M shares) versus the previous quarter, while reported value moved +1.7%. Ownership is concentrated: the five largest holders account for 98.1% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 1 opened new positions, 7 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 16.07M | $833.24M | 0.05% | Add |
| Bank of America Corp history | Q2 2026 | 8.87M | $459.73M | 0.03% | Add |
| Wells Fargo & Co history | Q2 2026 | 7.43M | $385.20M | 0.07% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 7.41M | $384.19M | 0.04% | Add |
| UBS Group AG history | Q2 2026 | 3.02M | $156.84M | 0.02% | Reduce |
| Balyasny Asset Management history | Q2 2022 | 375.00K | $12.92M | 0.04% | New |
| Citigroup Inc history | Q2 2026 | 229.99K | $11.92M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 199.60K | $10.32M | 0.00% | New |
| Appaloosa Management history | Q1 2023 | 204.00K | $7.88M | 0.42% | Hold |
| Citadel Advisors history | Q2 2026 | 133.81K | $6.94M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q4 2025 | 147.10K | $6.92M | 0.00% | Add |
| Prudential Financial history | Q3 2024 | 109.69K | $5.17M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 56.55K | $2.93M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 53.80K | $2.79M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 49.49K | $2.57M | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2026 | 47.41K | $2.50M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 34.00K | $1.76M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 29.23K | $1.52M | 0.00% | Add |
| Deutsche Bank AG history | Q1 2026 | 17.84K | $939.36K | 0.00% | Hold |
| Franklin Resources history | Q2 2026 | 14.74K | $764.16K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 199.60K sh · $10.32M
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 47.41K sh · $2.50M
- Deutsche Bank AG sold 17.84K sh · $939.36K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 6.17M | 6.26M | 7.72M | 8.03M | 8.65M | 8.08M | 9.62M | 9.87M | 9.29M | 10.34M | 10.69M | 12.19M | 12.30M | 14.19M | 15.20M | 14.89M | 15.04M | 14.43M | 15.84M | 16.07M |
| Bank of America Corp | 5.10M | 5.54M | 5.05M | 5.62M | 5.70M | 5.41M | 5.92M | 6.25M | 5.51M | 5.60M | 6.22M | 6.86M | 7.08M | 8.24M | 8.40M | 8.45M | 8.32M | 8.57M | 8.49M | 8.87M |
| Wells Fargo & Co | 4.10M | 5.96M | 9.53M | 11.45M | 10.13M | 5.05M | 5.09M | 4.28M | 4.33M | 4.95M | 5.35M | 5.29M | 5.28M | 6.30M | 7.06M | 7.27M | 7.19M | 7.05M | 7.52M | 7.43M |
| Goldman Sachs Group | 8.28M | 9.69M | 14.61M | 10.16M | 8.91M | 8.78M | 8.24M | 8.54M | 9.87M | 8.75M | 7.87M | 7.55M | 7.72M | 7.32M | 7.43M | 7.55M | 7.61M | 7.01M | 6.56M | 7.41M |
| UBS Group AG | 2.33M | 2.13M | 2.38M | 2.80M | 2.63M | 3.05M | 2.82M | 2.75M | 2.88M | 2.74M | 2.71M | 2.77M | 2.60M | 2.81M | 3.39M | 3.28M | 3.23M | 3.08M | 3.20M | 3.02M |
| Citigroup Inc | 471.21K | 355.07K | 291.03K | 308.50K | 250.25K | 236.94K | 256.83K | 191.24K | 192.17K | 89.07K | 87.02K | 101.87K | 106.94K | 112.68K | 134.96K | 137.63K | 163.87K | 175.97K | 195.66K | 229.99K |
| JPMorgan Chase & Co | 338.59K | 392.71K | 1.69M | 1.02M | 1.05M | 780.22K | 520.22K | 85.65K | 21.29K | 106.29K | 615.03K | 66.06K | 53.21K | 65.24K | 156.30K | 15.70K | 9.28K | 26.72K | — | 199.60K |
| Citadel Advisors | 1.40M | 1.22M | 513.40K | 870.44K | 689.50K | 803.03K | 690.00K | 438.86K | 580.45K | 462.73K | 164.51K | 27.76K | 58.98K | 106.24K | 119.94K | 155.49K | 94.66K | 342.69K | 170.60K | 133.81K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.95K | 7.18K | 56.55K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 6.12K | 24.34K | 23.70K | 25.79K | 26.96K | 24.14K | 54.71K | 53.80K |
| Fidelity Management & Research (FMR) | 3.19K | 4.27K | 3.54K | 4.24K | 5.80K | 4.40K | 5.85K | 6.03K | 8.02K | 13.39K | 24.98K | 26.77K | 32.85K | 29.51K | 33.89K | 43.97K | 53.03K | 56.99K | 56.69K | 49.49K |
| Invesco Ltd | 74.23K | 67.92K | 63.07K | 60.68K | 48.70K | 50.70K | 43.06K | 47.20K | 46.49K | 47.17K | 45.64K | 36.90K | 30.05K | 39.89K | 38.63K | 36.19K | 35.38K | 34.22K | 34.52K | 34.00K |
| BNY Mellon | 16.01K | 16.09K | 17.84K | 22.50K | — | — | 5.31K | — | 8.34K | 5.00K | 6.85K | 7.29K | 5.07K | — | 4.44K | 4.75K | 4.47K | 23.12K | 24.07K | 29.23K |
| Franklin Resources | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | 6.80K | — | — | 37.04K | 38.23K | 33.19K | 14.26K | 14.88K | 14.74K |
| Northern Trust Corp | 36.59K | 39.38K | 22.78K | 24.71K | 13.02K | 13.22K | 12.22K | 11.82K | 12.04K | 13.30K | 13.02K | 12.95K | 13.57K | 9.43K | 8.73K | 8.73K | 39.04K | 8.79K | 9.35K | 14.14K |
| PNC Financial Services | 17.01K | 17.78K | 17.01K | 17.66K | 17.78K | 18.18K | 17.11K | 19.77K | 19.65K | 19.81K | 17.80K | 22.11K | 18.37K | 16.91K | 16.81K | 16.91K | 14.23K | 14.83K | 10.36K | 10.27K |
| Deutsche Bank AG | 689.25K | 689.25K | 689.25K | 689.10K | 689.10K | 838.65K | 833.74K | 824.77K | 819.65K | 815.47K | 801.83K | 705.54K | 705.54K | 705.54K | 705.54K | 705.54K | 17.84K | 17.84K | 17.84K | — |
| Renaissance Technologies | — | 18.50K | 75.50K | 64.40K | 57.10K | 76.90K | 62.70K | 54.60K | 61.60K | 82.10K | 26.30K | 4.90K | 35.90K | — | 42.30K | 57.00K | 102.10K | 40.40K | 47.41K | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | 21.17K | 10.45K | 35.04K | 31.58K | 499.67K | 17.02K | 80.51K | 27.34K | 147.10K | — | — |
| Appaloosa Management | 1.16M | 1.16M | 405.00K | 405.00K | 405.00K | 204.00K | 204.00K | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details