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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CIBC Bancorp USA Inc. new | 3,707,220 | $128M | 26.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,281,580 | $38M | 8.0% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 594,755 | $21M | 4.3% | 2026-Q1 |
| LPL Financial LLC added | 509,228 | $18M | 3.7% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 367,952 | $13M | 2.6% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 353,743 | $12M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 342,169 | $12M | 2.5% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 330,377 | $11M | 2.4% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 267,872 | $9M | 1.9% | 2026-Q1 |
| FF Advisors,LLC added | 198,481 | $7M | 1.4% | 2026-Q1 |
| Vident Advisory, LLC added | 194,118 | $7M | 1.4% | 2026-Q1 |
| MAI Capital Management trimmed | 171,537 | $6M | 1.2% | 2026-Q1 |
| NOESIS CAPITAL MANGEMENT CORP trimmed | 156,522 | $5M | 1.1% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 147,010 | $5M | 1.1% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC new | 120,578 | $4M | 0.9% | 2026-Q1 |
| Risk Paradigm Group, LLC added | 112,148 | $4M | 0.8% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ trimmed | 98,745 | $3M | 0.7% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,000 | $3M | 0.7% | 2026-Q1 |
| Smallwood Wealth Investment Management, LLC trimmed | 91,902 | $3M | 0.7% | 2026-Q1 |
| Americana Partners, LLC added | 70,982 | $2M | 0.5% | 2026-Q1 |
| Argyle Capital Partners, LLC trimmed | 70,604 | $2M | 0.5% | 2026-Q1 |
| My Personal CFO, LLC | 62,124 | $2M | 0.4% | 2026-Q1 |
| UBS Group AG added | 61,700 | $2M | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 55,142 | $2M | 0.4% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 47,005 | $2M | 0.4% | 2026-Q1 |
| Benchmark Financial, LLC added | 48,750 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 46,777 | $2M | 0.3% | 2026-Q1 |
| Beckerman Institutional, LLC added | 40,324 | $1M | 0.3% | 2026-Q1 |
| Wellspring Financial Advisors, LLC trimmed | 37,224 | $1M | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC added | 34,838 | $1M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc | 34,683 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 34,313 | $1M | 0.2% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC | 31,643 | $1M | 0.2% | 2026-Q1 |
| Value Investment Professionals, LLC new | 28,495 | $985K | 0.2% | 2026-Q1 |
| Parkside Financial Bank & Trust trimmed | 27,884 | $964K | 0.2% | 2026-Q1 |
| WAYSTONE ADVISORS LLC added | 27,202 | $940K | 0.2% | 2026-Q1 |
| COMMERCE BANK trimmed | 25,620 | $886K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 24,575 | $850K | 0.2% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 21,841 | $755K | 0.2% | 2026-Q1 |
| Pacific Center for Financial Services added | 19,790 | $684K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 18,314 | $633K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 17,381 | $601K | 0.1% | 2026-Q1 |
| Crestwood Advisors Group, LLC trimmed | 14,913 | $516K | 0.1% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC | 14,770 | $511K | 0.1% | 2026-Q1 |
| North Capital, Inc. trimmed | 12,772 | $442K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,589 | $435K | 0.1% | 2026-Q1 |
| Covenant Asset Management, LLC | 10,955 | $379K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 9,946 | $344K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 9,051 | $313K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC | 8,785 | $304K | 0.1% | 2026-Q1 |
| Private Capital Management, LLC trimmed | 7,733 | $267K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 7,572 | $262K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 7,430 | $257K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,231 | $248K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 6,280 | $217K | 0.0% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC new | 5,194 | $180K | 0.0% | 2026-Q1 |
| Avalon Trust Co | 4,945 | $171K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,444 | $154K | 0.0% | 2026-Q1 |
| Elequin Capital, LP | 3,427 | $118K | 0.0% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC | 2,000 | $69K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,901 | $66K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 1,407 | $49K | 0.0% | 2026-Q1 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 943 | $33K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 858 | $30K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 627 | $22K | 0.0% | 2026-Q1 |
| Arax Advisory Partners new | 516 | $18K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 348 | $12K | 0.0% | 2026-Q1 |
| WOLFF WIESE MAGANA LLC new | 35 | $1K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. new | 20 | $691 | 0.0% | 2026-Q1 |
| CIBC Private Wealth Group LLC trimmed | 3,469,458 | $104M | 21.6% | 2025-Q4 stale |
| NBW CAPITAL LLC trimmed | 524,155 | $16M | 3.3% | 2025-Q2 stale |
| NICOLET ADVISORY SERVICES, LLC trimmed | 211,761 | $7M | 1.4% | 2025-Q4 stale |
| NEW ENGLAND ASSET MANAGEMENT INC | 92,750 | $3M | 0.6% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,567 | $1M | 0.3% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC added | 37,420 | $1M | 0.2% | 2025-Q3 stale |
| Peak Asset Management, LLC trimmed | 20,138 | $654K | 0.1% | 2025-Q1 stale |
| VestGen Advisors, LLC added | 13,758 | $406K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 13,348 | $399K | 0.1% | 2025-Q4 stale |
| Jefferies Financial Group Inc. added | 8,745 | $284K | 0.1% | 2025-Q1 stale |
| Ethos Capital Management, Inc. new | 8,449 | $253K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 7,928 | $240K | 0.0% | 2025-Q2 stale |
| Corient Private Wealth LLC new | 6,445 | $209K | 0.0% | 2025-Q1 stale |
| &PARTNERS new | 6,246 | $204K | 0.0% | 2025-Q1 stale |
| MeadowBrook Investment Advisors LLC added | 5,960 | $180K | 0.0% | 2025-Q2 stale |
| Hara Capital LLC trimmed | 985 | $32K | 0.0% | 2025-Q1 stale |
| Greenline Partners, LLC | 840 | $27K | 0.0% | 2025-Q1 stale |
| BARCLAYS PLC | 52 | $1K | 0.0% | 2025-Q3 stale |
| US BANCORP \DE\ trimmed | 20 | $598 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.