Institutional Ownership
Alps ETF Tr
CUSIP 00162Q676ALERIAN ENERGYENFRQ1 2026
Institutional Holders
116
13F filers
Shares Held
6.00M
Aggregate institutional
Institutional Value
$226.45M
Q1 2026
Net New Holders
+12
20 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased46
Decreased31
Sold out8
Institutional Holders
116 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 562.2K | $21.48M | +23.4K | Added |
| 2 | Morgan Stanley | 537.8K | $20.55M | +219.6K | Added |
| 3 | Wells Fargo & Company/Mn | 383.5K | $14.65M | −344 | Reduced |
| 4 | Lpl Financial LLC | 364.3K | $13.92M | +48.8K | Added |
| 5 | Advisors Asset Management, Inc. | 243.2K | $9.29M | +20.9K | Added |
| 6 | Gross & Hartman Investments LLC | 241.5K | $9.23M | +64.5K | Added |
| 7 | Bank Of America Corp /De/ | 232.4K | $8.88M | +35.5K | Added |
| 8 | Goldman Sachs Group Inc | 212.3K | $8.11M | +12.3K | Added |
| 9 | Mariner, LLC | 185.0K | $7.07M | −1.9K | Reduced |
| 10 | Independent Financial Group, LLC | 179.9K | $6.88M | +31.1K | Added |
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