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Institutional Ownership · SEC Form 13F

Who owns Alerian MLP Index ETN (AMJB)


Which tracked institutional funds hold AMJB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMJB company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

70
Institutional holders
12M
Shares held (tracked funds)
0.5%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on AMJB is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 6 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AMJB’s largest tracked holder by dollar value, CIBC Bancorp USA Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AMJB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 70 tracked filers holding AMJB, 33 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AMJB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • CIBC Bancorp USA Inc.$128M
  • RPg Family Wealth Advisory, LLC$4M
  • Value Investment Professionals, LLC$985K

Full exits 3

  • CIBC Private Wealth Group LLC$104M
  • NICOLET ADVISORY SERVICES, LLC$7M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M

Largest adds

  • NICOLET BANKSHARES INC$7M
  • JPMORGAN CHASE & CO$6M
  • LPL Financial LLC$3M
  • Equitable Holdings, Inc.$3M
  • Vident Advisory, LLC$2M
  • UBS Group AG$2M

Largest trims

  • Waverly Advisors, LLC$679K
  • Crestwood Advisors Group, LLC$359K
  • Parkside Financial Bank & Trust$287K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
CIBC Bancorp USA Inc. new3,707,220$128M26.7%2026-Q1
Equitable Holdings, Inc. added1,281,580$38M8.0%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed594,755$21M4.3%2026-Q1
LPL Financial LLC added509,228$18M3.7%2026-Q1
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed367,952$13M2.6%2026-Q1
Waverly Advisors, LLC trimmed353,743$12M2.5%2026-Q1
GOLDMAN SACHS GROUP INC added342,169$12M2.5%2026-Q1
NICOLET BANKSHARES INC added330,377$11M2.4%2026-Q1
Baird Financial Group, Inc. trimmed267,872$9M1.9%2026-Q1
FF Advisors,LLC added198,481$7M1.4%2026-Q1
Vident Advisory, LLC added194,118$7M1.4%2026-Q1
MAI Capital Management trimmed171,537$6M1.2%2026-Q1
NOESIS CAPITAL MANGEMENT CORP trimmed156,522$5M1.1%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added147,010$5M1.1%2026-Q1
RPg Family Wealth Advisory, LLC new120,578$4M0.9%2026-Q1
Risk Paradigm Group, LLC added112,148$4M0.8%2026-Q1
EVERETT HARRIS & CO /CA/ trimmed98,745$3M0.7%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC92,000$3M0.7%2026-Q1
Smallwood Wealth Investment Management, LLC trimmed91,902$3M0.7%2026-Q1
Americana Partners, LLC added70,982$2M0.5%2026-Q1
Argyle Capital Partners, LLC trimmed70,604$2M0.5%2026-Q1
My Personal CFO, LLC62,124$2M0.4%2026-Q1
UBS Group AG added61,700$2M0.4%2026-Q1
MORGAN STANLEY added55,142$2M0.4%2026-Q1
HANCOCK WHITNEY CORP trimmed47,005$2M0.4%2026-Q1
Benchmark Financial, LLC added48,750$2M0.4%2026-Q1
HighTower Advisors, LLC added46,777$2M0.3%2026-Q1
Beckerman Institutional, LLC added40,324$1M0.3%2026-Q1
Wellspring Financial Advisors, LLC trimmed37,224$1M0.3%2026-Q1
Regal Investment Advisors LLC added34,838$1M0.3%2026-Q1
IFP Advisors, Inc34,683$1M0.2%2026-Q1
Kestra Advisory Services, LLC added34,313$1M0.2%2026-Q1
CURA WEALTH ADVISORS, LLC31,643$1M0.2%2026-Q1
Value Investment Professionals, LLC new28,495$985K0.2%2026-Q1
Parkside Financial Bank & Trust trimmed27,884$964K0.2%2026-Q1
WAYSTONE ADVISORS LLC added27,202$940K0.2%2026-Q1
COMMERCE BANK trimmed25,620$886K0.2%2026-Q1
Creative Planning trimmed24,575$850K0.2%2026-Q1
EVOKE WEALTH, LLC added21,841$755K0.2%2026-Q1
Pacific Center for Financial Services added19,790$684K0.1%2026-Q1
Steward Partners Investment Advisory, LLC trimmed18,314$633K0.1%2026-Q1
Cetera Investment Advisers added17,381$601K0.1%2026-Q1
Crestwood Advisors Group, LLC trimmed14,913$516K0.1%2026-Q1
EAGLE GLOBAL ADVISORS LLC14,770$511K0.1%2026-Q1
North Capital, Inc. trimmed12,772$442K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added12,589$435K0.1%2026-Q1
Covenant Asset Management, LLC10,955$379K0.1%2026-Q1
Janney Montgomery Scott LLC trimmed9,946$344K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added9,051$313K0.1%2026-Q1
Cresset Asset Management, LLC8,785$304K0.1%2026-Q1
Private Capital Management, LLC trimmed7,733$267K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed7,572$262K0.1%2026-Q1
Mariner, LLC added7,430$257K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed7,231$248K0.1%2026-Q1
Parallel Advisors, LLC added6,280$217K0.0%2026-Q1
CHILTON CAPITAL MANAGEMENT LLC new5,194$180K0.0%2026-Q1
Avalon Trust Co4,945$171K0.0%2026-Q1
OSAIC HOLDINGS, INC. added4,444$154K0.0%2026-Q1
Elequin Capital, LP3,427$118K0.0%2026-Q1
MONTAG A & ASSOCIATES INC2,000$69K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,901$66K0.0%2026-Q1
Rockefeller Capital Management L.P. new1,407$49K0.0%2026-Q1
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$33K0.0%2026-Q1
PRIVATE TRUST CO NA858$30K0.0%2026-Q1
ROYAL BANK OF CANADA627$22K0.0%2026-Q1
Arax Advisory Partners new516$18K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed348$12K0.0%2026-Q1
WOLFF WIESE MAGANA LLC new35$1K0.0%2026-Q1
Pinnacle Wealth Planning Services, Inc. new20$6910.0%2026-Q1
CIBC Private Wealth Group LLC trimmed3,469,458$104M21.6%2025-Q4 stale
NBW CAPITAL LLC trimmed524,155$16M3.3%2025-Q2 stale
NICOLET ADVISORY SERVICES, LLC trimmed211,761$7M1.4%2025-Q4 stale
NEW ENGLAND ASSET MANAGEMENT INC92,750$3M0.6%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added40,567$1M0.3%2025-Q4 stale
WOLVERINE TRADING, LLC added37,420$1M0.2%2025-Q3 stale
Peak Asset Management, LLC trimmed20,138$654K0.1%2025-Q1 stale
VestGen Advisors, LLC added13,758$406K0.1%2025-Q3 stale
CITADEL ADVISORS LLC added13,348$399K0.1%2025-Q4 stale
Jefferies Financial Group Inc. added8,745$284K0.1%2025-Q1 stale
Ethos Capital Management, Inc. new8,449$253K0.1%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added7,928$240K0.0%2025-Q2 stale
Corient Private Wealth LLC new6,445$209K0.0%2025-Q1 stale
&PARTNERS new6,246$204K0.0%2025-Q1 stale
MeadowBrook Investment Advisors LLC added5,960$180K0.0%2025-Q2 stale
Hara Capital LLC trimmed985$32K0.0%2025-Q1 stale
Greenline Partners, LLC840$27K0.0%2025-Q1 stale
BARCLAYS PLC52$1K0.0%2025-Q3 stale
US BANCORP \DE\ trimmed20$5980.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership