Who owns AMLP
Which tracked institutional funds hold AMLP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AMLP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
107 tracked funds added or opened AMLP while 118 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
AMLP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes AMLP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AMLP 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 779 tracked filers holding AMLP, 421 increased or opened the position and 319 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 AMLP 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 17
- NewEdge Advisors, LLC$33M
- Csenge Advisory Group$10M
- Global Retirement Partners, LLC$5M
- Coral Wealth Management, LLC$5M
- Camarda Financial Advisors, LLC$3M
- Tradewinds, LLC.$3M
Full exits 49
- Cambridge Investment Research Advisors, Inc.$42M
- HighTower Advisors, LLC$41M
- Janney Montgomery Scott LLC$29M
- IronBridge Private Wealth, LLC$11M
- SHIKIAR ASSET MANAGEMENT INC$9M
- Ball & Co Wealth Management Inc.$8M
Largest adds
- GOLDMAN SACHS GROUP INC$39M
- Allen Investment Management, LLC$19M
- Trivium Point Advisory, LLC$17M
- Naviter Wealth, LLC$14M
- BANK OF AMERICA CORP /DE/$13M
- LPL Financial LLC$10M
Largest trims
- UBS Group AG$11M
- WELLS FARGO & COMPANY/MN$11M
- Independent Advisor Alliance$7M
- Sumitomo Mitsui Trust Group, Inc.$5M
- L & S Advisors Inc$5M
- JPMORGAN CHASE & CO$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 16,070,257 | $833M | 17.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 8,866,456 | $460M | 9.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 7,429,142 | $385M | 8.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,409,556 | $384M | 8.1% | 2026-Q2 |
| Allen Investment Management, LLC added | 4,440,395 | $230M | 4.9% | 2026-Q2 |
| LPL Financial LLC added | 3,880,321 | $201M | 4.3% | 2026-Q2 |
| UBS Group AG trimmed | 3,024,792 | $157M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,810,836 | $146M | 3.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,473,354 | $128M | 2.7% | 2026-Q2 |
| Creative Planning trimmed | 2,225,589 | $115M | 2.4% | 2026-Q2 |
| US BANCORP \DE\ added | 1,704,381 | $88M | 1.9% | 2026-Q2 |
| Naviter Wealth, LLC added | 1,639,760 | $85M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,285,186 | $67M | 1.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 1,010,491 | $52M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 993,674 | $52M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 965,702 | $50M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 953,551 | $49M | 1.0% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 806,927 | $42M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 778,825 | $40M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 627,920 | $33M | 0.7% | 2026-Q2 |
| Proficio Capital Partners LLC added | 621,953 | $32M | 0.7% | 2026-Q2 |
| TIAA Wealth Investment Management LLC trimmed | 597,479 | $31M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 577,011 | $30M | 0.6% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 555,543 | $29M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 537,851 | $28M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 535,072 | $28M | 0.6% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 532,049 | $28M | 0.6% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 517,943 | $27M | 0.6% | 2026-Q2 |
| Oxbow Advisors, LLC added | 509,673 | $26M | 0.6% | 2026-Q2 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 506,822 | $26M | 0.6% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC added | 503,526 | $26M | 0.6% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 448,645 | $23M | 0.5% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 427,719 | $22M | 0.5% | 2026-Q2 |
| CHOREO, LLC added | 395,348 | $20M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 382,113 | $20M | 0.4% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 378,254 | $20M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 356,287 | $18M | 0.4% | 2026-Q2 |
| Hilton Capital Management, LLC added | 338,754 | $18M | 0.4% | 2026-Q2 |
| Violich Capital Management, Inc. trimmed | 333,845 | $17M | 0.4% | 2026-Q2 |
| RS CRUM INC. trimmed | 331,386 | $17M | 0.4% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 319,657 | $17M | 0.4% | 2026-Q2 |
| SEARCY FINANCIAL SERVICES INC /ADV trimmed | 308,099 | $16M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 299,656 | $16M | 0.3% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 299,107 | $16M | 0.3% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 298,363 | $15M | 0.3% | 2026-Q2 |
| North Star Investment Management Corp. added | 295,028 | $15M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 290,720 | $15M | 0.3% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 282,387 | $15M | 0.3% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 280,210 | $15M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 278,050 | $14M | 0.3% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 275,028 | $14M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 273,749 | $14M | 0.3% | 2026-Q2 |
| VISTA FINANCE, LLC added | 258,127 | $13M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 256,358 | $13M | 0.3% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC trimmed | 254,098 | $13M | 0.3% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 248,500 | $13M | 0.3% | 2026-Q2 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC added | 246,815 | $13M | 0.3% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC trimmed | 242,533 | $13M | 0.3% | 2026-Q2 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 242,497 | $13M | 0.3% | 2026-Q2 |
| Truffle Hound Capital, LLC | 240,000 | $12M | 0.3% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 230,738 | $12M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 229,990 | $12M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 227,795 | $12M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 212,150 | $11M | 0.2% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. added | 206,027 | $11M | 0.2% | 2026-Q2 |
| Oak Harvest Investment Services added | 205,080 | $11M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 200,918 | $10M | 0.2% | 2026-Q2 |
| ARDSLEY ADVISORY PARTNERS LP | 200,000 | $10M | 0.2% | 2026-Q2 |
| Granby Capital Management, LLC | 200,000 | $10M | 0.2% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 199,762 | $10M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 199,600 | $10M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 198,019 | $10M | 0.2% | 2026-Q2 |
| Elgethun Capital Management added | 196,637 | $10M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 195,021 | $10M | 0.2% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 194,367 | $10M | 0.2% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 189,931 | $10M | 0.2% | 2026-Q2 |
| Csenge Advisory Group added | 189,897 | $10M | 0.2% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 186,807 | $10M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 185,243 | $10M | 0.2% | 2026-Q2 |
| BARD ASSOCIATES INC trimmed | 171,562 | $9M | 0.2% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 171,317 | $9M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 167,510 | $9M | 0.2% | 2026-Q2 |
| Brick & Kyle, Associates | 162,583 | $9M | 0.2% | 2026-Q2 |
| NWAM LLC added | 157,897 | $8M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 157,067 | $8M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 156,577 | $8M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 156,022 | $8M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 154,772 | $8M | 0.2% | 2026-Q2 |
| &PARTNERS added | 153,572 | $8M | 0.2% | 2026-Q2 |
| MUHLENKAMP & CO INC | 150,615 | $8M | 0.2% | 2026-Q2 |
| Left Brain Wealth Management, LLC trimmed | 149,437 | $8M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 146,143 | $8M | 0.2% | 2026-Q2 |
| Advisors Preferred, LLC added | 145,325 | $8M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 143,445 | $7M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 141,864 | $7M | 0.2% | 2026-Q2 |
| 5th Street Advisors, LLC added | 140,877 | $7M | 0.2% | 2026-Q2 |
| LYNX CAPITAL GROUP LTD /ADV added | 138,847 | $7M | 0.2% | 2026-Q2 |
| NTV Asset Management LLC trimmed | 131,178 | $7M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 129,624 | $7M | 0.1% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 128,940 | $7M | 0.1% | 2026-Q2 |
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.