Alerian MLP

AMLP • ARCA

Alerian MLP is an exchange-traded fund on ARCA. As of Q3 2025, 712 institutional investors hold shares in this ETF, with total holdings valued at $4.9B. MORGAN STANLEY is the largest holder with a position valued at $706.0M.

Overview

Overview of institutional ownership in AMLP as of Q3 2025

All Institutions

Institutions: 712
Value Held: $4.9B
Shares Held: 104.2M
Avg Position: $6.9M
Median Position: $829.6K

Hedge Funds

Hedge Funds: 16
Value Held: $47.1M
Shares Held: 1.0M
Avg Position: $2.9M
Median Position: $2.1M

Biggest Investors

Institutions with the largest positions in AMLP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$706.0M 0.04% of portfolio	15.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$390.3M 0.03% of portfolio	8.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$357.3M 0.05% of portfolio	7.6M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$337.6M 0.07% of portfolio	7.2M shares	Q1 2020 Held for 5y 8m	$488.50B
A Allen Investment Management LLC RIA/Wealth	Herbert Iii Allen President	$164.3M 1.82% of portfolio	3.5M shares	Q3 2017 Held for 8y 2m	$9.0B
UBS Group AG Institution	Sergio P. Ermotti CEO	$151.6M 0.03% of portfolio	3.2M shares	Q4 2014 Held for 10y 11m	$511.54B
L LPL Financial LLC Institution	-	$148.9M 0.04% of portfolio	3.2M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$119.6M 0.04% of portfolio	2.5M shares	Q4 2024 Held for 11 months	$310.43B
R ROYAL BANK OF CANADA Institution	-	$107.1M 0.02% of portfolio	2.3M shares	≤ Q2 2013 Held for 12y 5m+	$542.04B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$106.1M 0.08% of portfolio	2.3M shares	Q1 2016 Held for 9y 8m	$130.86B

Net Capital Flow

Institutional buying and selling activity for AMLP in Q3 2025

Traded: +$55.1M
Buyers: 409
Sellers: 237
Total Bought: +$316.2M
Total Sold: −$261.1M
Avg Position: $6.4M

Biggest Buyers

Institution	Net Bought	Current Position
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$30.7M +653.2K shares	$33.6M 717.0K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	+$20.6M +437.9K shares	$56.2M 1.2M shares
A Allen Investment Management LLC RIA/Wealth	+$13.7M +291.0K shares	$164.3M 3.5M shares
Gateway Wealth Partners, LLC RIA/Wealth	+$13.4M +284.6K shares	$13.8M 294.9K shares
A Advisor Group Holdings, Inc. Institution	+$12.3M +258.4K shares	$47.1M 987.7K shares
N Nuveen, LLC Institution	+$11.9M +253.1K shares	$11.9M 253.1K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$7.5M +159.7K shares	$59.8M 1.3M shares
OZ MANAGEMENT LP Hedge Fund•Multi-Strategy	+$7.4M +157.4K shares	$7.4M 157.4K shares
MORGAN STANLEY RIA/Wealth	+$7.2M +153.7K shares	$706.0M 15.0M shares
N NORDEN GROUP LLC Institution	+$6.1M +131.0K shares	$6.1M 131.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
P Proficio Capital Partners LLC Family Office	−$134.1M −2.9M shares	$24.1M 513.9K shares
FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth	−$8.5M −172.5K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$7.9M −168.0K shares	$119.6M 2.5M shares
PFG Advisors RIA/Wealth	−$7.0M −149.3K shares	$889.0K 18.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$6.5M −137.5K shares	$390.3M 8.3M shares
Advisors Preferred, LLC Institution	−$5.0M −107.4K shares	$2.1M 45.3K shares
AMERIPRISE FINANCIAL INC Institution	−$4.6M −97.8K shares	$72.1M 1.5M shares
Q Qube Research & Technologies Ltd Institution	−$4.4M −92.9K shares	$2.3M 48.3K shares
Riggs Asset Managment Co. Inc. RIA/Wealth	−$4.0M −86.2K shares	$5.7M 121.6K shares
SMART Wealth LLC RIA/Wealth	−$3.7M −75.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AMLP in Q3 2025

New Positions: 28
New Value: $36.8M
Exited Positions: 53
Exited Value: $33.2M

New Positions

Institution	Position Value
N Nuveen, LLC Institution	$11.9M 253.1K shares
OZ MANAGEMENT LP Hedge Fund•Multi-Strategy	$7.4M 157.4K shares
N NORDEN GROUP LLC Institution	$6.1M 131.0K shares
Consolidated Portfolio Review Corp RIA/Wealth	$2.7M 58.0K shares
S Stonegate Management LLC Institution	$1.6M 34.5K shares
E Exit Wealth Advisors, LLC. RIA/Wealth	$1.2M 24.9K shares
Hollow Brook Wealth Management LLC RIA/Wealth	$816.8K 17.4K shares
Empowered Funds, LLC ETF Provider	$701.0K 14.9K shares
Cambria Investment Management, L.P. ETF Provider	$691.5K 14.7K shares
O OneAscent Family Office, LLC Institution	$505.7K 10.8K shares

Exited Positions

Institution	Previous Position
FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth	$8.5M 172.5K shares
SMART Wealth LLC RIA/Wealth	$3.7M 75.3K shares
FFG RETIREMENT ADVISORS LLC RIA/Wealth	$2.8M 57.3K shares
AXS Investments LLC Institution	$1.8M 37.7K shares
Baker Avenue Asset Management, LP RIA/Wealth	$1.7M 34.8K shares
T TABLEAUX LLC Institution	$1.4M 3.4K shares
Lavaca Capital LLC Hedge Fund•Vol Arbitrage	$1.2M 24.9K shares
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	$1.1M 23.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$700.5K 14.3K shares
W Whalen Wealth Management Inc. RIA/Wealth	$697.1K 14.3K shares

Options Activity

Institutions with the largest Call and Put options positions in AMLP as of Q3 2025

Call Positions: 8
Call Value: $16.9M
Put Positions: 9
Put Value: $19.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.3M 1.4K contracts
J JANE STREET GROUP, LLC Institution	$5.5M 1.2K contracts
W WOLVERINE TRADING, LLC Institution	$2.5M 529.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 230.0 contracts
Lavaca Capital LLC Hedge Fund•Vol Arbitrage	$558.5K 119.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$492.8K 105.0 contracts
Walleye Trading LLC RIA/Wealth	$408.3K 87.0 contracts
C CSS LLC/IL Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.0M 1.5K contracts
York Capital Management Global Advisors, LLC Hedge Fund•Multi-Strategy	$5.6M 1.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.8M 380.0 contracts
J JANE STREET GROUP, LLC Institution	$1.6M 348.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.6M 341.0 contracts
BFI Infinity Ltd. RIA/Wealth	$582.3K 124.1 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$478.7K 102.0 contracts
C CSS LLC/IL Institution	$469.3K 100.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with AMLP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Institution	-	12.26% $23.8M	506.8K shares	Q3 2024 Held for 1y 2m	$194.0M
ALLEN WEALTH MANAGEMENT, LLC RIA/Wealth	Jonathan Chesley Allen Member	10.48% $15.5M	329.5K shares	Q4 2023 Held for 1y 11m	$147.5M
B Ball & Co Wealth Management Inc. Institution	-	9.37% $10.2M	216.8K shares	Q4 2024 Held for 11 months	$108.5M
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	Stephen Raymond Bauer CEO	9.04% $11.3M	240.0K shares	Q4 2024 Held for 11 months	$124.6M
Naviter Wealth, LLC RIA/Wealth	Bentley Edward Blackmon CEO	7.64% $65.6M	1.4M shares	Q4 2021 Held for 3y 11m	$858.6M
VISTA FINANCE, LLC RIA/Wealth	Lincoln Andrew Sorensen Managing Partner	6.95% $10.5M	222.9K shares	Q2 2022 Held for 3y 5m	$150.4M
S SEARCY FINANCIAL SERVICES INC /ADV RIA/Wealth	Jessica Ann Kmetty CEO	6.29% $16.5M	352.4K shares	Q1 2022 Held for 3y 8m	$263.1M
S SOUTHPORT MANAGEMENT, L.L.C. Institution	-	5.91% $1.4M	30.5K shares	Q3 2023 Held for 2y 2m	$24.2M
New Harbor Financial Group, LLC RIA/Wealth	John Christopher Llodra Managing Partner	5.43% $26.8M	570.5K shares	Q2 2024 Held for 1y 5m	$493.1M
FWL INVESTMENT MANAGEMENT, LLC RIA/Wealth	Frederick Wayne Lear Managing Partner	4.13% $16.0M	341.1K shares	Q4 2020 Held for 4y 11m	$387.4M

Hedge Fund Spotlight

Discover hedge funds investing in AMLP

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in Alerian MLP

Market Value: $2.5M
Shares Held: 52.7K
Portfolio Weight: 0.01%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%