Alps ETF Tr (AMLP): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
2 concentrated managers hold it (+1 vs last quarter) with a median weight of 1.2%.
Quarter flow (concentrated managers)
Change in managers (1 → 2): 1 opened · 0 exited = +1
Net flow in the quarter: +$213K (+4 K shares) · bought $213K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Muhlenkamp$7.8M2.3%
- Schear Investment AdvisersNew$213K0.1%+0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of AMLP (all 13F filers)
- Morgan Stanley16.1 MBank or trading desk+234 K
- Bank of America8.9 MBank or trading desk+376 K
- Wells Fargo7.4 MBank or trading desk−88 K
- Goldman Sachs Group7.4 MBank or trading desk+846 K
- Allen Investment Management4.4 MType not verified+435 K
- LPL Financial3.9 MWealth adviser+250 K
- UBS Group3.0 MBank or trading desk−170 K
- Raymond James Financial2.8 MWealth adviser+173 K
- Royal Bank of Canada2.5 MBank or trading desk+59 K
- Creative Planning2.2 MWealth adviser−21 K
- Shares
- 16.1 M
- Change
- +234 K
See more
- Type
- Bank or trading desk
- Value
- $833M
- Shares
- 8.9 M
- Change
- +376 K
See more
- Type
- Bank or trading desk
- Value
- $460M
- Shares
- 7.4 M
- Change
- −88 K
See more
- Type
- Bank or trading desk
- Value
- $385M
- Shares
- 7.4 M
- Change
- +846 K
See more
- Type
- Bank or trading desk
- Value
- $384M
- Shares
- 4.4 M
- Change
- +435 K
See more
- Type
- Type not verified
- Value
- $230M
- Shares
- 3.9 M
- Change
- +250 K
See more
- Type
- Wealth adviser
- Value
- $201M
- Shares
- 3.0 M
- Change
- −170 K
See more
- Type
- Bank or trading desk
- Value
- $157M
- Shares
- 2.8 M
- Change
- +173 K
See more
- Type
- Wealth adviser
- Value
- $146M
- Shares
- 2.5 M
- Change
- +59 K
See more
- Type
- Bank or trading desk
- Value
- $128M
- Shares
- 2.2 M
- Change
- −21 K
See more
- Type
- Wealth adviser
- Value
- $115M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗