Alerian MLP Index is a national commercial banks company on ARCA. As of Q3 2025, 53 institutional investors hold shares in this company, with total holdings valued at $345.0M. Atlantic Trust Group, LLC is the largest holder with a position valued at $103.5M.
Overview of institutional ownership in AMJB as of Q3 2025
Institutions with the largest positions in AMJB as of Q3 2025
| Institution | Position Value |
|---|---|
A Atlantic Trust Group, LLC Institution | $103.5M 0.18% of portfolio |
JPMORGAN CHASE & CO Institution | $59.3M 0.00% of portfolio |
Equitable Holdings, Inc. Institution | $31.8M 0.23% of portfolio |
KEYBANK NATIONAL ASSOCIATION/OH RIA/Wealth | $19.0M 0.07% of portfolio |
Warren Averett Asset Management, LLC RIA/Wealth | $15.0M 0.15% of portfolio |
L LPL Financial LLC Institution | $14.5M 0.00% of portfolio |
N NICOLET ADVISORY SERVICES, LLC Institution | $14.3M 1.12% of portfolio |
OSBORNE PARTNERS CAPITAL MANAGEMENT RIA/Wealth | $11.1M 0.56% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $10.0M 0.00% of portfolio |
Baird Financial Group, Inc. Private Equity | $8.5M 0.01% of portfolio |
Institutional buying and selling activity for AMJB in Q3 2025
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$3.8M +130.0K shares |
Equitable Holdings, Inc. Institution | +$3.6M +121.8K shares |
+$2.8M +4.8K shares | |
A Atlantic Trust Group, LLC Institution | +$1.6M +53.2K shares |
L LPL Financial LLC Institution | +$1.2M +41.3K shares |
B Beckerman Institutional, LLC Institution | +$1.1M +876.0 shares |
W WOLVERINE TRADING, LLC Institution | +$1.1M +37.4K shares |
LAKE STREET FINANCIAL LLC RIA/Wealth | +$946.9K +32.1K shares |
Baird Financial Group, Inc. Private Equity | +$712.8K +24.1K shares |
N NICOLET ADVISORY SERVICES, LLC Institution | +$411.6K +14.2K shares |
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$6.4M −216.5K shares |
GOLDMAN SACHS GROUP INC Institution | −$2.7M −90.6K shares |
Vident Advisory, LLC ETF Provider | −$664.1K −22.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$594.1K −20.1K shares |
KEYBANK NATIONAL ASSOCIATION/OH RIA/Wealth | −$553.2K −18.7K shares |
Warren Averett Asset Management, LLC RIA/Wealth | −$531.1K −18.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$371.2K −12.3K shares |
Crestwood Advisors LLC RIA/Wealth | −$258.1K −8.7K shares |
P Parkside Financial Bank & Trust Institution | −$241.8K −8.2K shares |
MeadowBrook Investment Advisors LLC RIA/Wealth | −$180.4K −6.0K shares |
Institutions that initiated new positions or completely exited AMJB in Q3 2025
| Institution | Position Value |
|---|---|
$2.8M 94.9K shares | |
B Beckerman Institutional, LLC Institution | $1.1M 38.3K shares |
A Avalon Trust Co Institution | $146.0K 4.9K shares |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $371.2K 12.3K shares |
MeadowBrook Investment Advisors LLC RIA/Wealth | $180.4K 6.0K shares |
Institutions with the largest Call and Put options positions in AMJB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with AMJB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F FF Advisors,LLC Institution | 2.23% $4.7M |
1.44% $2.8M | |
N NICOLET ADVISORY SERVICES, LLC Institution | 1.12% $14.3M |
NICOLET BANKSHARES INC RIA/Wealth | 0.92% $5.8M |
B Beckerman Institutional, LLC Institution | 0.67% $1.1M |
OSBORNE PARTNERS CAPITAL MANAGEMENT RIA/Wealth | 0.56% $11.1M |
LAKE STREET FINANCIAL LLC RIA/Wealth | 0.52% $3.9M |
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC Insurance Manager | 0.37% $2.7M |
Equitable Holdings, Inc. Institution | 0.23% $31.8M |
North Capital, Inc. RIA/Wealth | 0.19% $238.6K |
Discover hedge funds investing in AMJB
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $273.0M | 10.46% | |
Oil & Gas Midstream Energy | $111.0M | 4.25% | |
Oil & Gas Midstream Energy | $96.8M | 3.71% |
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