Who owns Alerian MLP Index ETN?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AMJB from SEC Form 13F filings across 73 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 73 institutions disclosed 14.2M shares of Alerian MLP Index ETN worth $426.9M — about 52.2% of shares outstanding; the largest disclosed holder is CIBC Bancorp USA Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
73
13F holders
$426.9M
value, 2026 filers
52.2%
of shares outstanding (14.2M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AMJB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 4.0M | $137.3M | 0.2% | 14.7% | +7.4% |
| 2 | JPMORGAN CHASE & CO | 1.9M | $65.7M | 0.0% | 7% | -11.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.8M | $624,602 | 0.0% | 6.7% | 0.0% |
| 4 | Equitable Holdings, Inc. | 1.4M | $47.6M | 0.3% | 5.1% | +7.7% |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 599,629 | $20.7M | 0.1% | 2.2% | +0.8% |
| 6 | LPL Financial LLC | 530,493 | $18.3M | 0.0% | 2% | +4.2% |
| 7 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 364,721 | $12.6M | 0.7% | 1.3% | -0.9% |
| 8 | NICOLET BANKSHARES INC | 322,369 | $11.0M | 0.4% | 1.2% | -2.4% |
| 9 | Waverly Advisors, LLC | 319,590 | $11.0M | 0.1% | 1.2% | -9.7% |
| 10 | GOLDMAN SACHS GROUP INC | 311,777 | $10.8M | 0.0% | 1.1% | -8.9% |
| 11 | Baird Financial Group, Inc. | 271,646 | $9.4M | 0.0% | 1% | +1.4% |
| 12 | FF Advisors,LLC | 203,102 | $7.0M | 2.6% | 0.7% | +2.3% |
| 13 | MAI Capital Management | 189,489 | $6.5M | 0.0% | 0.7% | +10.5% |
| 14 | Vident Advisory, LLC | 167,115 | $5.8M | 0.0% | 0.6% | -13.9% |
| 15 | NOESIS CAPITAL MANGEMENT CORP | 157,497 | $5.4M | 0.7% | 0.6% | +0.6% |
| 16 | Risk Paradigm Group, LLC | 150,358 | $5.2M | 4.1% | 0.6% | +34.1% |
| 17 | LAKE STREET PRIVATE WEALTH, LLC | 142,795 | $4.9M | 0.6% | 0.5% | -2.9% |
| 18 | EVERETT HARRIS & CO /CA/ | 99,310 | $3.4M | 0.0% | 0.4% | +0.6% |
| 19 | Smallwood Wealth Investment Management, LLC | 93,326 | $3.2M | 1.4% | 0.3% | +1.5% |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,000 | $3.2M | 0.0% | 0.3% | 0.0% |
| 21 | Argyle Capital Partners, LLC | 74,702 | $2.6M | 1.6% | 0.3% | +5.8% |
| 22 | Americana Partners, LLC | 73,667 | $2.5M | 0.1% | 0.3% | +3.8% |
| 23 | MORGAN STANLEY | 63,569 | $2.2M | 0.0% | 0.2% | +15.3% |
| 24 | My Personal CFO, LLC | 62,084 | $2.1M | 0.8% | 0.2% | -0.1% |
| 25 | UBS Group AG | 61,845 | $2.1M | 0.0% | 0.2% | +0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.