Who owns Alliance Resource Partners (ARLP)
Which tracked institutional funds hold ARLP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ARLP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 ARLP is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 49 trimmed or exited — on balance reducing.
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
ARLP’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ARLP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ARLP 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 160 tracked filers holding ARLP, 69 increased or opened the position and 82 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 ARLP 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 3
- Lido Advisors, LLC$26M
- TCFG Investment Advisors, LLC$1M
- KIM, LLC$828K
Full exits 15
- Jackson Hole Capital Partners, LLC$59M
- HRT FINANCIAL LP$4M
- CITADEL ADVISORS LLC$3M
- HighTower Advisors, LLC$3M
- JANE STREET GROUP, LLC$2M
- Disciplined Investments, LLC$2M
Largest adds
- Energy Income Partners, LLC$5M
- GOLDMAN SACHS GROUP INC$2M
- Arax Advisory Partners$2M
- BlackRock, Inc.$1M
- Crescent Grove Advisors, LLC$684K
- Tweedy, Browne Co LLC$676K
Largest trims
- MORGAN STANLEY$53M
- Progeny 3, Inc.$11M
- MAGNOLIA GROUP, LLC$9M
- Atlanta Consulting Group Advisors, LLC$4M
- BANK OF AMERICA CORP /DE/$2M
- MIZUHO MARKETS AMERICAS LLC$2M
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 trimmed | 3,411,513 | $82M | 17.8% | 2026-Q2 |
| Progeny 3, Inc. added | 3,248,264 | $78M | 17.0% | 2026-Q2 |
| MAGNOLIA GROUP, LLC trimmed | 1,262,583 | $30M | 6.6% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC trimmed | 1,178,592 | $28M | 6.2% | 2026-Q2 |
| Lido Advisors, LLC new | 1,096,756 | $26M | 5.7% | 2026-Q2 |
| Energy Income Partners, LLC added | 1,044,641 | $25M | 5.5% | 2026-Q2 |
| ING GROEP NV added | 556,000 | $13M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 507,215 | $12M | 2.7% | 2026-Q2 |
| Invesco Ltd. added | 427,019 | $10M | 2.2% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS LLC | 363,672 | $9M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 328,974 | $8M | 1.7% | 2026-Q2 |
| Fairbanks Capital Management, Inc. trimmed | 280,297 | $7M | 1.5% | 2026-Q2 |
| Adams Asset Advisors, LLC added | 259,013 | $6M | 1.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 254,369 | $6M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 215,467 | $5M | 1.1% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 213,200 | $5M | 1.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 203,431 | $5M | 1.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH | 200,000 | $5M | 1.0% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 189,500 | $5M | 1.0% | 2026-Q2 |
| Miller Value Partners, LLC added | 186,981 | $4M | 1.0% | 2026-Q2 |
| Bienville Capital Management, LLC trimmed | 173,893 | $4M | 0.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 173,831 | $4M | 0.9% | 2026-Q2 |
| NATIXIS | 156,500 | $4M | 0.8% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 150,000 | $4M | 0.8% | 2026-Q2 |
| Orvieto Partners, L.P. | 149,064 | $4M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 128,249 | $3M | 0.7% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 128,211 | $3M | 0.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 121,790 | $3M | 0.6% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 120,451 | $3M | 0.6% | 2026-Q2 |
| GraniteShares Advisors LLC added | 119,645 | $3M | 0.6% | 2026-Q2 |
| Tweedy, Browne Co LLC added | 111,658 | $3M | 0.6% | 2026-Q2 |
| Crescent Grove Advisors, LLC added | 111,178 | $3M | 0.6% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK trimmed | 98,126 | $2M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 88,327 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 82,952 | $2M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 82,273 | $2M | 0.4% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 76,849 | $2M | 0.4% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 57,740 | $1M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 56,864 | $1M | 0.3% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC trimmed | 56,000 | $1M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 54,522 | $1M | 0.3% | 2026-Q2 |
| BOKF, NA | 54,446 | $1M | 0.3% | 2026-Q2 |
| TCFG Investment Advisors, LLC new | 51,290 | $1M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 46,821 | $1M | 0.2% | 2026-Q2 |
| BlackRock, Inc. added | 45,962 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 43,652 | $1M | 0.2% | 2026-Q2 |
| Orion Investment Co trimmed | 43,600 | $1M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 43,090 | $1M | 0.2% | 2026-Q2 |
| Bramshill Investments, LLC added | 39,541 | $948K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 38,775 | $930K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 36,399 | $873K | 0.2% | 2026-Q2 |
| KIM, LLC new | 34,535 | $828K | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 33,827 | $811K | 0.2% | 2026-Q2 |
| COWA, LLC | 33,558 | $805K | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC | 32,200 | $772K | 0.2% | 2026-Q2 |
| RiverFront Investment Group, LLC | 32,000 | $767K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 29,807 | $715K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 29,070 | $697K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 27,311 | $655K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC | 27,193 | $652K | 0.1% | 2026-Q2 |
| BCS Wealth Management added | 27,193 | $652K | 0.1% | 2026-Q2 |
| Autumn Glory Partners, LLC trimmed | 26,000 | $623K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 25,590 | $614K | 0.1% | 2026-Q2 |
| AMERICAN FINANCIAL GROUP INC | 25,500 | $611K | 0.1% | 2026-Q2 |
| INTRUST BANK NA | 25,293 | $607K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 25,063 | $601K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 23,813 | $571K | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 23,763 | $570K | 0.1% | 2026-Q2 |
| COMMUNITY TRUST & INVESTMENT CO | 21,000 | $504K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 20,966 | $503K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 20,923 | $502K | 0.1% | 2026-Q2 |
| Parvin Asset Management, LLC added | 20,500 | $492K | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA new | 20,200 | $484K | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. | 20,000 | $480K | 0.1% | 2026-Q2 |
| Abel Hall, LLC added | 20,000 | $480K | 0.1% | 2026-Q2 |
| Fort Sheridan Advisors LLC trimmed | 19,801 | $475K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 19,737 | $473K | 0.1% | 2026-Q2 |
| Pathway Financial Advisers, LLC added | 19,550 | $469K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 17,814 | $427K | 0.1% | 2026-Q2 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 17,000 | $408K | 0.1% | 2026-Q2 |
| Cadent Capital Advisors, LLC | 16,776 | $402K | 0.1% | 2026-Q2 |
| Security National Bank | 15,931 | $382K | 0.1% | 2026-Q2 |
| COMMERCE BANK added | 14,179 | $340K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 13,048 | $313K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 13,000 | $312K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 12,612 | $302K | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 12,361 | $296K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 12,310 | $295K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 12,001 | $288K | 0.1% | 2026-Q2 |
| DOLIVER ADVISORS, LP | 12,000 | $288K | 0.1% | 2026-Q2 |
| HOWE & RUSLING INC | 12,000 | $288K | 0.1% | 2026-Q2 |
| M&T Bank Corp | 11,965 | $287K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 11,816 | $283K | 0.1% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC trimmed | 11,816 | $283K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 11,792 | $289K | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 11,749 | $282K | 0.1% | 2026-Q2 |
| Oxbow Advisors, LLC | 11,695 | $280K | 0.1% | 2026-Q2 |
| Texas Yale Capital Corp. | 11,677 | $280K | 0.1% | 2026-Q2 |
| &PARTNERS added | 11,523 | $276K | 0.1% | 2026-Q2 |
| Aull & Monroe Investment Management Corp | 10,700 | $257K | 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.