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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-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

68
Institutional holders
12M
Shares held (tracked funds)
0.5%
Of shares outstanding

How the tape is positioned

9 tracked funds added or opened AMJB while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2026-Q1 and 2026-Q2, across 68 tracked filers holding AMJB, 29 increased or opened the position and 29 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 2026-Q1 and 2026-Q2 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 2

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • NewEdge Advisors, LLC$702K

Full exits 4

  • HighTower Advisors, LLC$2M
  • Value Investment Professionals, LLC$985K
  • Parkside Financial Bank & Trust$964K
  • EVOKE WEALTH, LLC$755K

Largest adds

  • Equitable Holdings, Inc.$9M
  • CIBC Bancorp USA Inc.$9M
  • RPg Family Wealth Advisory, LLC$2M
  • Risk Paradigm Group, LLC$1M
  • LPL Financial LLC$693K
  • MAI Capital Management$605K

Largest trims

  • JPMORGAN CHASE & CO$10M
  • Waverly Advisors, LLC$1M
  • GOLDMAN SACHS GROUP INC$1M
  • Vident Advisory, LLC$947K
  • HANCOCK WHITNEY CORP$287K
  • Crestwood Advisors Group, LLC$280K

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. added3,983,296$137M27.5%2026-Q2
Equitable Holdings, Inc. added1,380,520$48M9.5%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH added599,629$21M4.1%2026-Q2
LPL Financial LLC added530,493$18M3.7%2026-Q2
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed364,721$13M2.5%2026-Q2
NICOLET BANKSHARES INC trimmed322,369$11M2.2%2026-Q2
Waverly Advisors, LLC trimmed319,590$11M2.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed311,777$11M2.2%2026-Q2
Baird Financial Group, Inc. added271,646$9M1.9%2026-Q2
FF Advisors,LLC added203,102$7M1.4%2026-Q2
MAI Capital Management added189,489$7M1.3%2026-Q2
Vident Advisory, LLC trimmed167,115$6M1.2%2026-Q2
RPg Family Wealth Advisory, LLC added165,639$6M1.1%2026-Q2
NOESIS CAPITAL MANGEMENT CORP added157,497$5M1.1%2026-Q2
Risk Paradigm Group, LLC added150,358$5M1.0%2026-Q2
LAKE STREET PRIVATE WEALTH, LLC trimmed142,795$5M1.0%2026-Q2
EVERETT HARRIS & CO /CA/ added99,310$3M0.7%2026-Q2
Smallwood Wealth Investment Management, LLC added93,326$3M0.6%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC92,000$3M0.6%2026-Q2
Argyle Capital Partners, LLC added74,702$3M0.5%2026-Q2
Americana Partners, LLC added73,667$3M0.5%2026-Q2
MORGAN STANLEY added63,569$2M0.4%2026-Q2
My Personal CFO, LLC trimmed62,084$2M0.4%2026-Q2
UBS Group AG added61,845$2M0.4%2026-Q2
Benchmark Financial, LLC trimmed48,654$2M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added42,205$1M0.3%2026-Q2
Beckerman Institutional, LLC added41,857$1M0.3%2026-Q2
HANCOCK WHITNEY CORP trimmed40,925$1M0.3%2026-Q2
Wellspring Financial Advisors, LLC37,224$1M0.3%2026-Q2
Kestra Advisory Services, LLC added35,043$1M0.2%2026-Q2
Regal Investment Advisors LLC trimmed34,710$1M0.2%2026-Q2
IFP Advisors, Inc trimmed34,383$1M0.2%2026-Q2
CURA WEALTH ADVISORS, LLC trimmed31,143$1M0.2%2026-Q2
WAYSTONE ADVISORS LLC trimmed26,418$911K0.2%2026-Q2
Creative Planning24,575$848K0.2%2026-Q2
COMMERCE BANK trimmed20,547$709K0.1%2026-Q2
NewEdge Advisors, LLC new20,355$702K0.1%2026-Q2
Pacific Center for Financial Services added20,059$692K0.1%2026-Q2
Steward Partners Investment Advisory, LLC trimmed18,258$630K0.1%2026-Q2
Cetera Investment Advisers added17,648$609K0.1%2026-Q2
EAGLE GLOBAL ADVISORS LLC14,770$509K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added13,999$483K0.1%2026-Q2
North Capital, Inc. trimmed12,582$434K0.1%2026-Q2
Covenant Asset Management, LLC10,955$378K0.1%2026-Q2
Activest Wealth Management new9,392$324K0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added9,079$313K0.1%2026-Q2
Cresset Asset Management, LLC8,785$303K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added7,698$268K0.1%2026-Q2
Private Capital Management, LLC trimmed7,343$253K0.1%2026-Q2
Mariner, LLC trimmed7,324$253K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed7,235$250K0.0%2026-Q2
Crestwood Advisors Group, LLC trimmed6,818$235K0.0%2026-Q2
FIRST HORIZON CORP new6,171$213K0.0%2026-Q2
Parallel Advisors, LLC trimmed5,660$195K0.0%2026-Q2
Avalon Trust Co4,945$171K0.0%2026-Q2
OSAIC HOLDINGS, INC.4,444$153K0.0%2026-Q2
Elequin Capital, LP3,427$118K0.0%2026-Q2
MONTAG A & ASSOCIATES INC2,000$69K0.0%2026-Q2
Rockefeller Capital Management L.P.1,407$49K0.0%2026-Q2
US BANCORP \DE\ added970$33K0.0%2026-Q2
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$33K0.0%2026-Q2
PRIVATE TRUST CO NA858$30K0.0%2026-Q2
ROYAL BANK OF CANADA627$22K0.0%2026-Q2
Arax Advisory Partners added635$22K0.0%2026-Q2
HARBOUR INVESTMENTS, INC.348$12K0.0%2026-Q2
WOLFF WIESE MAGANA LLC35$1K0.0%2026-Q2
Pinnacle Wealth Planning Services, Inc.20$6900.0%2026-Q2
HighTower Advisors, LLC added46,777$2M0.3%2026-Q1 stale (1 quarter behind)
Value Investment Professionals, LLC new28,495$985K0.2%2026-Q1 stale (1 quarter behind)
Parkside Financial Bank & Trust trimmed27,884$964K0.2%2026-Q1 stale (1 quarter behind)
EVOKE WEALTH, LLC added21,841$755K0.2%2026-Q1 stale (1 quarter behind)
Janney Montgomery Scott LLC trimmed9,946$344K0.1%2026-Q1 stale (1 quarter behind)
CHILTON CAPITAL MANAGEMENT LLC new5,194$180K0.0%2026-Q1 stale (1 quarter behind)
WELLS FARGO & COMPANY/MN trimmed1,901$66K0.0%2026-Q1 stale (1 quarter behind)
CIBC Private Wealth Group LLC trimmed3,469,458$104M20.8%2025-Q4 stale (2 quarters behind)
NICOLET ADVISORY SERVICES, LLC trimmed211,761$7M1.3%2025-Q4 stale (2 quarters behind)
CITADEL ADVISORS LLC added13,348$399K0.1%2025-Q4 stale (2 quarters behind)
Ethos Capital Management, Inc. new8,449$253K0.1%2025-Q4 stale (2 quarters behind)
NEW ENGLAND ASSET MANAGEMENT INC92,750$3M0.5%2025-Q3 stale (3 quarters behind)
WOLVERINE TRADING, LLC added37,420$1M0.2%2025-Q3 stale (3 quarters behind)
VestGen Advisors, LLC added13,758$406K0.1%2025-Q3 stale (3 quarters behind)
BARCLAYS PLC52$1K0.0%2025-Q3 stale (3 quarters behind)
NBW CAPITAL LLC trimmed524,155$16M3.2%2025-Q2 stale (4 quarters behind)
AVANTAX ADVISORY SERVICES, INC. added7,928$240K0.0%2025-Q2 stale (4 quarters behind)
MeadowBrook Investment Advisors LLC added5,960$180K0.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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