AMJB institutional holders

Alerian MLP Index ETN · 76 reporting institutions · $541.4M reported value

Funds that can replace AMJB · AMJB return decomposition

Institutional holdings

Institutions reporting AMJB, largest first
InstitutionReported positionAdvisors at firmReport period
CIBC Bancorp USA Inc.$137.3M02026-06-30
CIBC Private Wealth Group LLC$103.8M02025-12-31
Jpmorgan Chase & Co$65.7M02026-06-30
Equitable Holdings, Inc.$47.6M02026-06-30
Keybank National Association/oh$20.7M02026-06-30
Lpl Financial LLC$18.3M23,4582026-06-30
Osborne Partners Capital Management, LLC$12.6M112026-06-30
Nicolet Bankshares Inc$11M02026-06-30
Waverly Advisors, LLC$11M2312026-06-30
Goldman Sachs Group Inc$10.8M02026-06-30
Baird Financial Group, Inc.$9.4M02026-06-30
Ff Advisors, LLC$7M02026-06-30
Nicolet Wealth Management$6.5M462025-12-31
Mai Capital Management$6.5M3082026-06-30
Vident Advisory, LLC$5.8M62026-06-30
Noesis Capital Mangement Corp$5.4M72026-06-30
Risk Paradigm Group, LLC$5.2M22026-06-30
Lake Street Private Wealth, LLC$4.9M62026-06-30
Rpg Family Wealth Advisory, LLC$4.2M132026-03-31
Everett Harris & Co /ca$3.4M102026-06-30
Smallwood Wealth Investment Management, LLC$3.2M62026-06-30
United Capital Financial Advisors, LLC$3.2M1662026-06-30
Argyle Capital Partners, LLC$2.6M32026-06-30
Americana Partners, LLC$2.5M532026-06-30
Morgan Stanley$2.2M23,1852026-06-30
My Personal Cfo, LLC$2.1M22026-06-30
UBS Group AG$2.1M02026-06-30
Benchmark Financial, LLC$1.7M42026-06-30
Susquehanna International Group, LLP$1.5M02026-06-30
Beckerman Wealth$1.4M42026-06-30
Hightower Advisors, LLC$1.4M1,0462026-06-30
Hancock Whitney Corp$1.4M02026-06-30
Wellspring Financial Advisors, LLC$1.3M92026-06-30
Kestra Advisory Services, LLC$1.2M1,4792026-06-30
Regal Investment Advisors LLC$1.2M1172026-06-30
Ifp Advisors, Inc$1.2M3182026-06-30
Wolverine Trading, LLC$1.1M02025-09-30
Cura Wealth Advisors, LLC$1.1M12026-06-30
Parkside Financial Bank & Trust$964K02026-03-31
Waystone Advisors LLC$911.2K42026-06-30
Creative Planning$847.6K1,1712026-06-30
Commerce Bank$708.7K02026-06-30
Newedge Advisors$702K6012026-06-30
Pacific Center for Financial Services$691.8K52026-06-30
Steward Partners Investment Advisory, LLC$629.7K4812026-06-30
Bank of America Corp /de$624.6K02026-06-30
Cetera Investment Advisers$608.7K10,3702026-06-30
Eagle Global Advisors LLC$509.4K82026-06-30
Raymond James Financial Inc$482.8K02026-06-30
North Capital, Inc.$434K102026-06-30
Covenant Asset Management, LLC$377.8K102026-06-30
Activest Wealth Management$323.9K142026-06-30
Northwestern Mutual Wealth Management Co$313.1K02026-06-30
Cresset Asset Management, LLC$303K2122026-06-30
Wealth Enhancement Advisory Services, LLC$268.3K1,0262026-06-30
Private Capital Management$253.3K102026-06-30
Mariner, LLC$252.6K02026-06-30
Aqr Capital Management LLC$249.5K12026-06-30
Crestwood Advisors Group, LLC$235.2K402026-06-30
First Horizon Corp$212.8K02026-06-30
Parallel Advisors, LLC$195.2K752026-06-30
Avalon Trust Co$170.6K02026-06-30
Osaic Holdings, Inc.$153.3K02026-06-30
Elequin Capital, LP$118.2K02026-06-30
Montag$69K92026-06-30
Rockefeller Capital Management LP$48.5K3462026-06-30
US Bancorp$33.5K02026-06-30
Boyd Watterson Asset Management Llc/oh$32.5K02026-06-30
Private Trust Co NA$29.6K02026-06-30
Royal Bank of Canada$22K02026-06-30
Arax Advisory Partners$21.9K2322026-06-30
Harbour Investments, Inc.$12K2472026-06-30
Wolff Wiese Magana LLC$1.2K42026-06-30
Pinnacle Wealth Planning Services, Inc.$690202026-06-30
Stonebridge Financial Group, Llc/ca$41702026-06-30
Janney Montgomery Scott LLC$3711,3422026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30