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ATMP Institutional Ownership

Barclays ETN+ Select MLP ETN
1W: -0.8% 1M: -6.4% 3M: +0.6% YTD: +20.7% 1Y: +22.4% 3Y: +84.8% 5Y: +180.6%
$34.65
+0.18 (+0.52%)
 
Weekly Expected Move ±1.6%
$34 $34 $35 $35 $36
ETF CBOE · AUM $622.8M

Institutional Ownership — ATMP

41
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
600M
Total Invested
5
New Positions
9
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CIBC Bancorp USA Inc. 16,639,598 577M +129,554 +0.8% 2Q SEC ↗
2 EXENCIAL WEALTH ADVISORS, LLC 220,566 8M -1,808 -0.8% 25Q SEC ↗
3 Savant Capital, LLC NEW 164,554 6M — +0.0% 1Q SEC ↗
4 Orion Porfolio Solutions, LLC 74,315 3M +740 +1.0% 24Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,836 1M +3,635 +10.3% 2Q SEC ↗
6 BROWN ADVISORY INC 38,100 1M — +0.0% 6Q SEC ↗
7 UBS Group AG 37,753 1M +3,118 +9.0% 43Q SEC ↗
8 MORGAN STANLEY 35,840 1M +252 +0.7% 14Q SEC ↗
9 BLAIR WILLIAM & CO/IL 28,574 990K -513 -1.8% 7Q SEC ↗
10 Cerity Partners LLC 23,081 800K — +0.0% 9Q SEC ↗
11 Breakwater Capital Group 20,700 717K — +0.0% 6Q SEC ↗
12 Rockefeller Capital Management L.P. 20,340 705K — +0.0% 12Q SEC ↗
13 Battery Global Advisors, LLC 19,587 679K +907 +4.9% 9Q SEC ↗
14 River Street Advisors LLC 18,345 636K — +0.0% 10Q SEC ↗
15 Arlington Trust Co LLC 17,500 606K — +0.0% 11Q SEC ↗
16 AQR CAPITAL MANAGEMENT LLC 17,317 600K — +0.0% 2Q SEC ↗
17 AlphaCore Capital LLC NEW 17,129 594K — +0.0% 1Q SEC ↗
18 WELLS FARGO & COMPANY/MN NEW 15,932 552K — +0.0% 1Q SEC ↗
19 MAI Capital Management 15,460 536K -650 -4.0% 7Q SEC ↗
20 US BANCORP \DE 15,000 520K — +0.0% 46Q SEC ↗
21 PCM Encore, LLC 13,718 475K — +0.0% 3Q SEC ↗
22 Equitable Holdings, Inc. 13,539 469K -2,123 -13.6% 3Q SEC ↗
23 MML INVESTORS SERVICES, LLC 12,861 446K +1,764 +15.9% 5Q SEC ↗
24 Ameliora Wealth Management Ltd. 12,707 440K -452 -3.4% 4Q SEC ↗
25 WAYSTONE ADVISORS LLC 11,586 401K +351 +3.1% 3Q SEC ↗
26 WEALTH ENHANCEMENT ADVISORY SERVICES, 9,437 327K — +0.0% 3Q SEC ↗
27 CAPTRUST FINANCIAL ADVISORS NEW 8,792 305K — +0.0% 1Q SEC ↗
28 Quadcap Wealth Management, LLC 7,992 277K — +0.0% 9Q SEC ↗
29 Discipline Wealth Solutions, LLC 7,903 274K — +0.0% 4Q SEC ↗
30 Cresset Asset Management, LLC 7,269 252K +86 +1.2% 5Q SEC ↗
31 Commerce Advisors, LLC 7,030 244K -70 -1.0% 2Q SEC ↗
32 Mariner, LLC 6,988 242K — +0.0% 2Q SEC ↗
33 MGO ONE SEVEN LLC 6,400 222K — +0.0% 2Q SEC ↗
34 COMMERCE BANK 5,848 203K — +0.0% 2Q SEC ↗
35 RAYMOND JAMES FINANCIAL INC 5,818 202K -545 -8.6% 7Q SEC ↗
36 FIFTH THIRD BANCORP 3,113 108K — +0.0% 7Q SEC ↗
37 MERCER GLOBAL ADVISORS INC /ADV NEW 2,221 77K — +0.0% 1Q SEC ↗
38 ROYAL BANK OF CANADA 1,642 57K — +0.0% 43Q SEC ↗
39 CWM, LLC 300 10K — +0.0% 5Q SEC ↗
40 CVA Family Office, LLC 16 1K — +0.0% 2Q SEC ↗
41 Aureus Asset Management, LLC 0 0K -16,528 -100.0% 4Q SEC ↗
42 Omega Financial Group, LLC 0 0K -6,981 -100.0% 3Q SEC ↗
43 Ballentine Partners, LLC 0 0K -7,100 -100.0% 3Q SEC ↗
44 JPMORGAN CHASE & CO 0 0K -225 -100.0% 1Q SEC ↗
45 ENVESTNET ASSET MANAGEMENT INC 0 0K -6,781 -100.0% 3Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (5)
HolderPrev SharesPrev Value
Aureus Asset Management, LLC 16,528 573K
Ballentine Partners, LLC 7,100 246K
Omega Financial Group, LLC 6,981 242K
ENVESTNET ASSET MANAGEMENT INC 6,781 235K
JPMORGAN CHASE & CO 225 8K
Biggest Increases (9)
HolderAddedChange %Total Shares
CIBC Bancorp USA Inc. +129,554 +0.8% 16,639,598
SUSQUEHANNA INTERNATIONAL GROUP, LL +3,635 +10.3% 38,836
UBS Group AG +3,118 +9.0% 37,753
MML INVESTORS SERVICES, LLC +1,764 +15.9% 12,861
Battery Global Advisors, LLC +907 +4.9% 19,587
Orion Porfolio Solutions, LLC +740 +1.0% 74,315
WAYSTONE ADVISORS LLC +351 +3.1% 11,586
MORGAN STANLEY +252 +0.7% 35,840
Cresset Asset Management, LLC +86 +1.2% 7,269
Biggest Decreases (7)
HolderReducedChange %Total Shares
Equitable Holdings, Inc. -2,123 -13.6% 13,539
EXENCIAL WEALTH ADVISORS, LLC -1,808 -0.8% 220,566
MAI Capital Management -650 -4.0% 15,460
RAYMOND JAMES FINANCIAL INC -545 -8.6% 5,818
BLAIR WILLIAM & CO/IL -513 -1.8% 28,574
Ameliora Wealth Management Ltd. -452 -3.4% 12,707
Commerce Advisors, LLC -70 -1.0% 7,030

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms