AMLP — Alps ETF Tr Institutional Holders · Q3 2026

Name: Who Owns AMLP? 41 Institutions Hold $91.3M (Q3 2026)
Creator: ko.io

Who owns Alps ETF Tr (AMLP)? 41 institutions reported holding $91.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Violich Capital Management, Inc. ($18.4M), Searcy Financial Services Inc ($15.6M), Financial Management Network Inc ($9.7M).

Rank	Institution	Value	Shares	Change
1	Violich Capital Management, Inc.	$18.4M	353,870	Added
2	SEARCY FINANCIAL SERVICES INC /ADV	$15.6M	301,702	Trimmed
3	FINANCIAL MANAGEMENT NETWORK INC	$9.7M	184,780	Trimmed
4	Capital Advisors Wealth Management, LLC	$6.0M	115,077	Added
5	Prota Financial, LLC	$5.4M	103,612	Added
6	Farther Finance Advisors, LLC	$4.5M	86,125	Added
7	SACKS & ASSOCIATES, LLC	$4.5M	85,792	Added
8	Balefire, LLC	$3.9M	75,321	Trimmed
9	Avidian Wealth Enterprises, LLC	$3.0M	58,047	Added
10	CONGRESS ASSET MANAGEMENT CO	$2.9M	55,269	Trimmed
11	Heartwood Wealth Advisors LLC	$2.5M	47,543	Added
12	RHODES INVESTMENT ADVISORS INC /ADV	$1.9M	37,050	Added
13	BOS Asset Management, LLC	$1.5M	29,850	Added
14	TITLEIST ASSET MANAGEMENT, LLC	$1.5M	28,954	Trimmed
15	GoalVest Advisory LLC	$1.4M	26,805	Added
16	PUFF WEALTH MANAGEMENT, LLC	$1.4M	26,457	Added
17	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$1.3M	24,681	Trimmed
18	Venture Visionary Partners LLC	$812,719	15,668	Added
19	MassMutual Private Wealth & Trust, FSB	$812,077	15,656	Trimmed
20	Meadowbrook Wealth Management, LLC	$717,518	13,833	Added
21	Castleview Partners, LLC	$549,978	10,603	Added
22	Ballew Advisors, Inc	$528,084	10,032	Hold
23	SAPIENT CAPITAL LLC	$464,185	8,949	Hold
24	Shulman DeMeo Asset Management LLC	$363,040	6,854	Trimmed
25	STABLEFORD CAPITAL II LLC	$354,220	6,829	Hold

Source: SEC Form 13F filings · as of 2026-09-30