AMJB Institutional Ownership
Alerian MLP Index ETN
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1M: -7.4%
3M: +2.8%
YTD: +17.8%
1Y: +21.5%
$35.06
+0.41 (+1.18%)
Weekly Expected Move ±3.3%
$33
$34
$35
$36
$37
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Institutional Ownership — AMJB
79
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
432M
Total Invested
7
New Positions
26
Increased
28
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (80 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 3,983,296 | $140M | +276,076 | +7.4% | 2Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 1,907,023 | $67M | -254,000 | -11.8% | 10Q | SEC ↗ |
| 3 | Equitable Holdings, Inc. | 1,380,520 | $48M | +98,940 | +7.7% | 9Q | SEC ↗ |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | 599,629 | $21M | +4,874 | +0.8% | 9Q | SEC ↗ |
| 5 | LPL Financial LLC | 530,493 | $19M | +21,265 | +4.2% | 9Q | SEC ↗ |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 364,721 | $13M | -3,231 | -0.9% | 9Q | SEC ↗ |
| 7 | NICOLET BANKSHARES INC | 322,369 | $11M | -8,008 | -2.4% | 9Q | SEC ↗ |
| 8 | Waverly Advisors, LLC | 319,590 | $11M | -34,153 | -9.7% | 6Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 311,777 | $11M | -30,392 | -8.9% | 9Q | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 271,646 | $10M | +3,774 | +1.4% | 9Q | SEC ↗ |
| 11 | FF Advisors,LLC | 203,102 | $7M | +4,621 | +2.3% | 9Q | SEC ↗ |
| 12 | MAI Capital Management | 189,489 | $7M | +17,952 | +10.5% | 7Q | SEC ↗ |
| 13 | Vident Advisory, LLC | 167,115 | $6M | -27,003 | -13.9% | 7Q | SEC ↗ |
| 14 | RPg Family Wealth Advisory, LLC | 165,639 | $6M | +45,061 | +37.4% | 2Q | SEC ↗ |
| 15 | NOESIS CAPITAL MANGEMENT CORP | 157,497 | $6M | +975 | +0.6% | 3Q | SEC ↗ |
| 16 | Risk Paradigm Group, LLC | 150,358 | $5M | +38,210 | +34.1% | 3Q | SEC ↗ |
| 17 | LAKE STREET PRIVATE WEALTH, LLC | 142,795 | $5M | -4,215 | -2.9% | 9Q | SEC ↗ |
| 18 | EVERETT HARRIS & CO /CA | 99,310 | $3M | +565 | +0.6% | 9Q | SEC ↗ |
| 19 | Smallwood Wealth Investment Management | 93,326 | $3M | +1,424 | +1.5% | 9Q | SEC ↗ |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,000 | $3M | — | +0.0% | 9Q | SEC ↗ |
| 21 | Argyle Capital Partners, LLC | 74,702 | $3M | +4,098 | +5.8% | 4Q | SEC ↗ |
| 22 | Americana Partners, LLC | 73,667 | $3M | +2,685 | +3.8% | 3Q | SEC ↗ |
| 23 | MORGAN STANLEY | 63,569 | $2M | +8,427 | +15.3% | 9Q | SEC ↗ |
| 24 | My Personal CFO, LLC | 62,084 | $2M | -40 | -0.1% | 3Q | SEC ↗ |
| 25 | UBS Group AG | 61,845 | $2M | +145 | +0.2% | 3Q | SEC ↗ |
| 26 | Benchmark Financial, LLC | 48,654 | $2M | -96 | -0.2% | 3Q | SEC ↗ |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 42,205 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Beckerman Institutional, LLC | 41,857 | $1M | +1,533 | +3.8% | 8Q | SEC ↗ |
| 29 | HighTower Advisors, LLC | 41,213 | $1M | -5,564 | -11.9% | 9Q | SEC ↗ |
| 30 | HANCOCK WHITNEY CORP | 40,925 | $1M | -6,080 | -12.9% | 9Q | SEC ↗ |
| 31 | Wellspring Financial Advisors, LLC | 37,224 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 32 | Kestra Advisory Services, LLC | 35,043 | $1M | +730 | +2.1% | 9Q | SEC ↗ |
| 33 | Regal Investment Advisors LLC | 34,710 | $1M | -128 | -0.4% | 9Q | SEC ↗ |
| 34 | IFP Advisors, Inc | 34,383 | $1M | -300 | -0.9% | 9Q | SEC ↗ |
| 35 | CURA WEALTH ADVISORS, LLC | 31,143 | $1M | -500 | -1.6% | 3Q | SEC ↗ |
| 36 | Parkside Financial Bank & Trust | 26,669 | $935K | -1,215 | -4.4% | 9Q | SEC ↗ |
| 37 | WAYSTONE ADVISORS LLC | 26,418 | $926K | -784 | -2.9% | 3Q | SEC ↗ |
| 38 | Creative Planning | 24,575 | $862K | — | +0.0% | 7Q | SEC ↗ |
| 39 | COMMERCE BANK | 20,547 | $720K | -5,073 | -19.8% | 9Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 20,355 | $714K | +14,300 | +236.2% | 2Q | SEC ↗ |
| 41 | Pacific Center for Financial Services | 20,059 | $703K | +269 | +1.4% | 9Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 18,258 | $640K | -56 | -0.3% | 9Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 17,648 | $619K | +267 | +1.5% | 8Q | SEC ↗ |
| 44 | EAGLE GLOBAL ADVISORS LLC | 14,770 | $518K | — | +0.0% | 9Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC | 13,999 | $491K | +1,410 | +11.2% | 7Q | SEC ↗ |
| 46 | North Capital, Inc. | 12,582 | $441K | -190 | -1.5% | 6Q | SEC ↗ |
| 47 | Stonebridge Financial Group, LLC/CA NEW | 12,108 | $425K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors NEW | 11,652 | $409K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Covenant Asset Management, LLC | 10,955 | $384K | — | +0.0% | 9Q | SEC ↗ |
| 50 | Janney Montgomery Scott LLC | 10,744 | $377K | +798 | +8.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 42,205 | $1M |
| Stonebridge Financial Group, LLC/CA | 12,108 | $425K |
| Cambridge Investment Research Advis | 11,652 | $409K |
| Activest Wealth Management | 9,392 | $329K |
| FIRST HORIZON CORP | 6,171 | $216K |
| US BANCORP \DE | 970 | $34K |
| MERCER GLOBAL ADVISORS INC /ADV | 75 | $3K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Value Investment Professionals, LLC | 28,495 | $999K |
| EVOKE WEALTH, LLC | 21,841 | $766K |
| CITADEL ADVISORS LLC | 13,348 | $468K |
| Ethos Capital Management, Inc. | 8,449 | $296K |
| CHILTON CAPITAL MANAGEMENT LLC | 5,194 | $182K |
| WELLS FARGO & COMPANY/MN | 1,901 | $67K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CIBC Bancorp USA Inc. | +276,076 | +7.4% | 3,983,296 |
| Equitable Holdings, Inc. | +98,940 | +7.7% | 1,380,520 |
| RPg Family Wealth Advisory, LLC | +45,061 | +37.4% | 165,639 |
| Risk Paradigm Group, LLC | +38,210 | +34.1% | 150,358 |
| LPL Financial LLC | +21,265 | +4.2% | 530,493 |
| MAI Capital Management | +17,952 | +10.5% | 189,489 |
| NewEdge Advisors, LLC | +14,300 | +236.2% | 20,355 |
| MORGAN STANLEY | +8,427 | +15.3% | 63,569 |
| KEYBANK NATIONAL ASSOCIATION/OH | +4,874 | +0.8% | 599,629 |
| FF Advisors,LLC | +4,621 | +2.3% | 203,102 |
| Argyle Capital Partners, LLC | +4,098 | +5.8% | 74,702 |
| Baird Financial Group, Inc. | +3,774 | +1.4% | 271,646 |
| Americana Partners, LLC | +2,685 | +3.8% | 73,667 |
| Beckerman Institutional, LLC | +1,533 | +3.8% | 41,857 |
| Smallwood Wealth Investment Managem | +1,424 | +1.5% | 93,326 |
| RAYMOND JAMES FINANCIAL INC | +1,410 | +11.2% | 13,999 |
| NOESIS CAPITAL MANGEMENT CORP | +975 | +0.6% | 157,497 |
| Janney Montgomery Scott LLC | +798 | +8.0% | 10,744 |
| Kestra Advisory Services, LLC | +730 | +2.1% | 35,043 |
| EVERETT HARRIS & CO /CA | +565 | +0.6% | 99,310 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -254,000 | -11.8% | 1,907,023 |
| Waverly Advisors, LLC | -34,153 | -9.7% | 319,590 |
| GOLDMAN SACHS GROUP INC | -30,392 | -8.9% | 311,777 |
| Vident Advisory, LLC | -27,003 | -13.9% | 167,115 |
| Crestwood Advisors Group, LLC | -8,095 | -54.3% | 6,818 |
| NICOLET BANKSHARES INC | -8,008 | -2.4% | 322,369 |
| HANCOCK WHITNEY CORP | -6,080 | -12.9% | 40,925 |
| HighTower Advisors, LLC | -5,564 | -11.9% | 41,213 |
| COMMERCE BANK | -5,073 | -19.8% | 20,547 |
| LAKE STREET PRIVATE WEALTH, LLC | -4,215 | -2.9% | 142,795 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | -3,231 | -0.9% | 364,721 |
| Parkside Financial Bank & Trust | -1,215 | -4.4% | 26,669 |
| WAYSTONE ADVISORS LLC | -784 | -2.9% | 26,418 |
| Parallel Advisors, LLC | -620 | -9.9% | 5,660 |
| CURA WEALTH ADVISORS, LLC | -500 | -1.6% | 31,143 |
| Private Capital Management, LLC | -390 | -5.0% | 7,343 |
| AQR CAPITAL MANAGEMENT LLC | -337 | -4.5% | 7,235 |
| IFP Advisors, Inc | -300 | -0.9% | 34,383 |
| North Capital, Inc. | -190 | -1.5% | 12,582 |
| Regal Investment Advisors LLC | -128 | -0.4% | 34,710 |