Who owns AMLP (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-Q1 13F filings. 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 AMLP is one-sided between 2025-Q4 and 2026-Q1: 271 added or opened and 92 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
AMLP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp 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 2025-Q4 and 2026-Q1, across 803 tracked filers holding AMLP, 448 increased or opened the position and 297 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 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 35
- TIAA Wealth Investment Management LLC$32M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$16M
- LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$13M
- ARDSLEY ADVISORY PARTNERS LP$11M
- FINANCIAL MANAGEMENT NETWORK INC$10M
- NorthCoast Asset Management LLC$8M
Full exits 31
- NewEdge Advisors, LLC$19M
- NOMURA ASSET MANAGEMENT CO LTD$17M
- Nuveen, LLC$12M
- Brick & Kyle, Associates$8M
- NICOLET ADVISORY SERVICES, LLC$8M
- D. E. Shaw & Co., Inc.$7M
Largest adds
- MORGAN STANLEY$155M
- WELLS FARGO & COMPANY/MN$64M
- LPL Financial LLC$44M
- BANK OF AMERICA CORP /DE/$44M
- Allen Investment Management, LLC$34M
- Cambridge Investment Research Advisors, Inc.$28M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$99M
- TIAA TRUST, NATIONAL ASSOCIATION$45M
- ASSETMARK, INC$32M
- Thrivent Financial for Lutherans$18M
- Quadrature Capital Ltd$15M
- Gateway Wealth Partners, LLC$12M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 15,835,961 | $834M | 17.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,490,654 | $447M | 9.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,517,252 | $396M | 8.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 6,563,117 | $345M | 7.2% | 2026-Q1 |
| Allen Investment Management, LLC added | 4,005,535 | $211M | 4.4% | 2026-Q1 |
| LPL Financial LLC added | 3,630,084 | $191M | 4.0% | 2026-Q1 |
| UBS Group AG added | 3,195,287 | $168M | 3.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,637,986 | $139M | 2.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,414,295 | $127M | 2.7% | 2026-Q1 |
| Creative Planning trimmed | 2,247,071 | $118M | 2.5% | 2026-Q1 |
| US BANCORP \DE\ added | 1,634,533 | $86M | 1.8% | 2026-Q1 |
| Naviter Wealth, LLC added | 1,345,764 | $71M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,275,253 | $67M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,024,383 | $54M | 1.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 1,010,395 | $53M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 908,039 | $48M | 1.0% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 882,651 | $46M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 863,290 | $45M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 797,815 | $42M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 784,184 | $41M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 747,184 | $39M | 0.8% | 2026-Q1 |
| Proficio Capital Partners LLC trimmed | 610,337 | $32M | 0.7% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 602,832 | $32M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 560,656 | $30M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 549,908 | $29M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 538,203 | $28M | 0.6% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 534,883 | $28M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 525,634 | $28M | 0.6% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 514,685 | $27M | 0.6% | 2026-Q1 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 506,822 | $27M | 0.6% | 2026-Q1 |
| FWL INVESTMENT MANAGEMENT, LLC added | 474,255 | $25M | 0.5% | 2026-Q1 |
| Oxbow Advisors, LLC added | 453,356 | $24M | 0.5% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC added | 424,860 | $22M | 0.5% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 410,468 | $22M | 0.5% | 2026-Q1 |
| CHOREO, LLC trimmed | 393,535 | $21M | 0.4% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 383,010 | $20M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 374,509 | $20M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 366,812 | $19M | 0.4% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB trimmed | 361,588 | $19M | 0.4% | 2026-Q1 |
| Violich Capital Management, Inc. added | 337,595 | $18M | 0.4% | 2026-Q1 |
| RS CRUM INC. added | 333,012 | $18M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 319,667 | $17M | 0.4% | 2026-Q1 |
| SEARCY FINANCIAL SERVICES INC /ADV trimmed | 309,713 | $16M | 0.3% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 297,605 | $16M | 0.3% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 295,019 | $16M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 294,319 | $15M | 0.3% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 292,167 | $15M | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 286,518 | $15M | 0.3% | 2026-Q1 |
| North Star Investment Management Corp. added | 286,205 | $15M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 275,660 | $15M | 0.3% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 278,583 | $15M | 0.3% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 272,698 | $14M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 267,353 | $14M | 0.3% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC trimmed | 254,318 | $13M | 0.3% | 2026-Q1 |
| NOVARE CAPITAL MANAGEMENT LLC added | 247,800 | $13M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 247,302 | $13M | 0.3% | 2026-Q1 |
| FORTEM FINANCIAL GROUP, LLC added | 245,708 | $13M | 0.3% | 2026-Q1 |
| Hilton Capital Management, LLC added | 242,654 | $13M | 0.3% | 2026-Q1 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC new | 242,427 | $13M | 0.3% | 2026-Q1 |
| Truffle Hound Capital, LLC | 240,000 | $13M | 0.3% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 231,837 | $12M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 220,740 | $12M | 0.2% | 2026-Q1 |
| VISTA FINANCE, LLC trimmed | 219,454 | $12M | 0.2% | 2026-Q1 |
| IronBridge Private Wealth, LLC trimmed | 216,983 | $11M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 216,257 | $11M | 0.2% | 2026-Q1 |
| Kera Capital Partners, Inc. added | 210,781 | $11M | 0.2% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 208,811 | $11M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 203,343 | $11M | 0.2% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. added | 200,160 | $11M | 0.2% | 2026-Q1 |
| Oak Harvest Investment Services added | 200,040 | $11M | 0.2% | 2026-Q1 |
| Granby Capital Management, LLC | 200,000 | $11M | 0.2% | 2026-Q1 |
| ARDSLEY ADVISORY PARTNERS LP new | 200,000 | $11M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 195,658 | $10M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 189,901 | $10M | 0.2% | 2026-Q1 |
| Elgethun Capital Management added | 189,327 | $10M | 0.2% | 2026-Q1 |
| Fortis Group Advisors, LLC added | 183,853 | $10M | 0.2% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 183,167 | $10M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 179,130 | $9M | 0.2% | 2026-Q1 |
| SHIKIAR ASSET MANAGEMENT INC trimmed | 178,545 | $9M | 0.2% | 2026-Q1 |
| BARD ASSOCIATES INC added | 172,682 | $9M | 0.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 169,630 | $9M | 0.2% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 165,952 | $9M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 159,937 | $8M | 0.2% | 2026-Q1 |
| NWAM LLC added | 157,549 | $8M | 0.2% | 2026-Q1 |
| Left Brain Wealth Management, LLC added | 154,731 | $8M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 153,655 | $8M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 151,544 | $8M | 0.2% | 2026-Q1 |
| Ball & Co Wealth Management Inc. added | 151,234 | $8M | 0.2% | 2026-Q1 |
| MUHLENKAMP & CO INC trimmed | 150,615 | $8M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 150,251 | $8M | 0.2% | 2026-Q1 |
| New Harbor Financial Group, LLC added | 570,532 | $27M | 0.6% | 2025-Q3 stale |
| Maryland State Retirement & Pension System | 399,453 | $21M | 0.4% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 404,117 | $19M | 0.4% | 2025-Q4 stale |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 371,900 | $17M | 0.4% | 2025-Q4 stale |
| B&D White Capital Company, LLC added | 304,679 | $16M | 0.3% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 243,909 | $13M | 0.3% | 2025-Q1 stale |
| Nuveen, LLC | 253,147 | $12M | 0.2% | 2025-Q4 stale |
| Rokos Capital Management LLP new | 189,814 | $10M | 0.2% | 2025-Q1 stale |
| Spectrum Wealth Counsel, LLC trimmed | 184,261 | $10M | 0.2% | 2025-Q1 stale |
| Brick & Kyle, Associates trimmed | 172,307 | $8M | 0.2% | 2025-Q4 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.