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Alerian MLP Etn2044 (AMJB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Keybank National Association
DECREASED
Shares585,058 from 599,629
Change-14,571 (-2%)
Value$20.2M (-$502.6K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares572,099 from 530,493
Change+41,606 (+8%)
Value$19.7M (+$1.4M)
Filed 2026-11-06
FF Advisors,LLC
INCREASED
Shares203,988 from 203,102
Change+886 (+0%)
Value$7.0M (+$30.5K)
Filed 2026-10-21
Noesis Capital Mangement Corp
DECREASED
Shares154,446 from 157,497
Change-3,051 (-2%)
Value$5.3M (-$105.2K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
DECREASED
Shares139,435 from 142,795
Change-3,360 (-2%)
Value$4.8M (-$115.9K)
Filed 2026-10-22
Everett Harris & Co
DECREASED
Shares97,530 from 99,310
Change-1,780 (-2%)
Value$3.4M (-$61.4K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED
Shares94,107 from 93,326
Change+781 (+1%)
Value$3.2M (+$26.9K)
Filed 2026-10-30
Argyle Capital Partners, LLC
DECREASED
Shares73,946 from 74,702
Change-756 (-1%)
Value$2.6M (-$26.1K)
Filed 2026-10-23
Americana Partners, LLC
DECREASED
Shares69,246 from 73,667
Change-4,421 (-6%)
Value$2.4M (-$152.5K)
Filed 2026-10-28
My Personal CFO, LLC
DECREASED
Shares58,643 from 62,084
Change-3,441 (-6%)
Value$2.0M (-$118.7K)
Filed 2026-10-14
Benchmark Financial, LLC
INCREASED
Shares51,291 from 48,654
Change+2,637 (+5%)
Value$1.8M (+$91.0K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares43,581 from 35,043
Change+8,538 (+24%)
Value$1.5M (+$294.5K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares35,183 from 34,383
Change+800 (+2%)
Value$1.2M (+$27.6K)
Filed 2026-10-16
Value Investment Professionals, LLC
NEW
Shares28,756
Change+28,756
Value$991.8K
Filed 2026-10-13
Waystone Advisors LLC
UNCHANGED
Shares26,418 from 26,418
Change0 (0%)
Value$911.2K ($0)
Filed 2026-10-16
Creative Planning
INCREASED
Shares26,318 from 24,575
Change+1,743 (+7%)
Value$907.7K (+$60.1K)
Filed 2026-11-02
Parkside Financial Bank & Trust
DECREASED
Shares25,130 from 26,669
Change-1,539 (-6%)
Value$866.7K (-$53.1K)
Filed 2026-10-27
Pacific Center for Financial Services
INCREASED
Shares20,307 from 20,059
Change+248 (+1%)
Value$700.4K (+$8.6K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
NEW
Shares13,819
Change+13,819
Value$476.6K
Filed 2026-10-13
Eagle Global Advisors LLC
DECREASED
Shares13,650 from 14,770
Change-1,120 (-8%)
Value$470.8K (-$38.6K)
Filed 2026-11-02
North Capital, Inc.
INCREASED
Shares12,590 from 12,582
Change+8 (+0%)
Value$439.5K (+$5.6K)
Filed 2026-10-16
Covenant Asset Management, LLC
UNCHANGED
Shares10,955 from 10,955
Change0 (0%)
Value$377.8K ($0)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,176 from 7,698
Change+2,478 (+32%)
Value$357.6K (+$89.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,018 from 11,652
Change-1,634 (-14%)
Value$346 (-$401.7K)
Filed 2026-11-02
Activest Wealth Management
UNCHANGED
Shares9,392 from 9,392
Change0 (0%)
Value$323.9K ($0)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares6,171 from 6,171
Change0 (0%)
Value$212.8K ($0)
Filed 2026-10-26
Lynx Investment Advisory
NEW
Shares5,901
Change+5,901
Value$203.5K
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares4,495 from 5,660
Change-1,165 (-21%)
Value$155.0K (-$40.2K)
Filed 2026-11-03
Montag A & Associates Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$69.0K ($0)
Filed 2026-10-29
Boyd Watterson Asset Management LLC
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$32.5K ($0)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$29.6K ($0)
Filed 2026-10-20
Transce3nd, LLC
NEW
Shares468
Change+468
Value$16.4K
Filed 2026-10-26
Wolff Wiese Magana LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.2K ($0)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$690 ($0)
Filed 2026-10-27
Crestwood Advisors Group, LLC
CLOSED
Shares0 from 6,818
Change-6,818 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-27
US Bancorp \de\
CLOSED
Shares0 from 970
Change-970 (-100%)
Value$0 (-$33.5K)
Filed 2026-11-05
CIBC Bancorp USA Inc.
N/A
Shares— from 3,983,296
Change-3,983,296 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,907,023
Change-1,907,023 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,810,966
Change-1,810,966 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,380,520
Change-1,380,520 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 364,721
Change-364,721 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 322,369
Change-322,369 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 319,590
Change-319,590 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 311,777
Change-311,777 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 271,646
Change-271,646 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 189,489
Change-189,489 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 167,115
Change-167,115 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 165,639
Change-165,639 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 150,358
Change-150,358 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 92,000
Change-92,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 63,569
Change-63,569 (-100%)
Value—
UBS Group AG
N/A
Shares— from 61,845
Change-61,845 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 42,205
Change-42,205 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 41,857
Change-41,857 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 41,213
Change-41,213 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 40,925
Change-40,925 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 37,224
Change-37,224 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 34,710
Change-34,710 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 31,143
Change-31,143 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,547
Change-20,547 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,355
Change-20,355 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,258
Change-18,258 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,648
Change-17,648 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,999
Change-13,999 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 12,108
Change-12,108 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,324
Change-7,324 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 635
Change-635 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 627
Change-627 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 438
Change-438 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 438
Change-438 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Status
Keybank National Association
DECREASED585,058599,629-14,571-2%$20.7M$20.2M-$502.6K2026-11-04
LPL Financial LLC
INCREASED572,099530,493+41,606+8%$18.3M$19.7M+$1.4M2026-11-06
FF Advisors,LLC
INCREASED203,988203,102+886+0%$7.0M$7.0M+$30.5K2026-10-21
Noesis Capital Mangement Corp
DECREASED154,446157,497-3,051-2%$5.4M$5.3M-$105.2K2026-10-26
Lake Street Private Wealth, LLC
DECREASED139,435142,795-3,360-2%$4.9M$4.8M-$115.9K2026-10-22
Everett Harris & Co
DECREASED97,53099,310-1,780-2%$3.4M$3.4M-$61.4K2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED94,10793,326+781+1%$3.2M$3.2M+$26.9K2026-10-30
Argyle Capital Partners, LLC
DECREASED73,94674,702-756-1%$2.6M$2.6M-$26.1K2026-10-23
Americana Partners, LLC
DECREASED69,24673,667-4,421-6%$2.5M$2.4M-$152.5K2026-10-28
My Personal CFO, LLC
DECREASED58,64362,084-3,441-6%$2.1M$2.0M-$118.7K2026-10-14
Benchmark Financial, LLC
INCREASED51,29148,654+2,637+5%$1.7M$1.8M+$91.0K2026-10-16
Kestra Advisory Services, LLC
INCREASED43,58135,043+8,538+24%$1.2M$1.5M+$294.5K2026-11-02
IFP Advisors, Inc
INCREASED35,18334,383+800+2%$1.2M$1.2M+$27.6K2026-10-16
Value Investment Professionals, LLC
NEW28,756—+28,756——$991.8K—2026-10-13
Waystone Advisors LLC
UNCHANGED26,41826,41800%$911.2K$911.2K$02026-10-16
Creative Planning
INCREASED26,31824,575+1,743+7%$847.6K$907.7K+$60.1K2026-11-02
Parkside Financial Bank & Trust
DECREASED25,13026,669-1,539-6%$919.8K$866.7K-$53.1K2026-10-27
Pacific Center for Financial Services
INCREASED20,30720,059+248+1%$691.8K$700.4K+$8.6K2026-10-15
SAX Wealth Advisors, LLC
NEW13,819—+13,819——$476.6K—2026-10-13
Eagle Global Advisors LLC
DECREASED13,65014,770-1,120-8%$509.4K$470.8K-$38.6K2026-11-02
North Capital, Inc.
INCREASED12,59012,582+8+0%$434.0K$439.5K+$5.6K2026-10-16
Covenant Asset Management, LLC
UNCHANGED10,95510,95500%$377.8K$377.8K$02026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED10,1767,698+2,478+32%$268.3K$357.6K+$89.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED10,01811,652-1,634-14%$402.0K$346-$401.7K2026-11-02
Activest Wealth Management
UNCHANGED9,3929,39200%$323.9K$323.9K$02026-10-15
First Horizon Corp
UNCHANGED6,1716,17100%$212.8K$212.8K$02026-10-26
Lynx Investment Advisory
NEW5,901—+5,901——$203.5K—2026-10-27
Parallel Advisors, LLC
DECREASED4,4955,660-1,165-21%$195.2K$155.0K-$40.2K2026-11-03
Montag A & Associates Inc
UNCHANGED2,0002,00000%$69.0K$69.0K$02026-10-29
Boyd Watterson Asset Management LLC
UNCHANGED94394300%$32.5K$32.5K$02026-11-06
Private Trust Co NA
UNCHANGED85885800%$29.6K$29.6K$02026-10-20
Transce3nd, LLC
NEW468—+468——$16.4K—2026-10-26
Wolff Wiese Magana LLC
UNCHANGED353500%$1.2K$1.2K$02026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED202000%$690$690$02026-10-27
Crestwood Advisors Group, LLC
CLOSED06,818-6,818-100%$235.2K$0-$235.2K2026-10-27
US Bancorp \de\
CLOSED0970-970-100%$33.5K$0-$33.5K2026-11-05
CIBC Bancorp USA Inc.
N/A—3,983,296-3,983,296-100%$137.3M———
JPMorgan Chase & Co
N/A—1,907,023-1,907,023-100%$65.7M———
Bank of America Corp
N/A—1,810,966-1,810,966-100%$624.6K———
Equitable Holdings, Inc.
N/A—1,380,520-1,380,520-100%$47.6M———
Osborne Partners Capital Management, LLC
N/A—364,721-364,721-100%$12.6M———
Nicolet Bankshares Inc
N/A—322,369-322,369-100%$11.0M———
Waverly Advisors, LLC
N/A—319,590-319,590-100%$11.0M———
Goldman Sachs Group Inc
N/A—311,777-311,777-100%$10.8M———
Baird Financial Group, Inc.
N/A—271,646-271,646-100%$9.4M———
MAI Capital Management
N/A—189,489-189,489-100%$6.5M———
Vident Advisory, LLC
N/A—167,115-167,115-100%$5.8M———
RPg Family Wealth Advisory, LLC
N/A—165,639-165,639-100%$5.7M———
Risk Paradigm Group, LLC
N/A—150,358-150,358-100%$5.2M———
United Capital Financial Advisors, LLC
N/A—92,000-92,000-100%$3.2M———
Morgan Stanley
N/A—63,569-63,569-100%$2.2M———
UBS Group AG
N/A—61,845-61,845-100%$2.1M———
Susquehanna International Group, LLP
N/A—42,205-42,205-100%$1.5M———
Beckerman Institutional, LLC
N/A—41,857-41,857-100%$1.4M———
HighTower Advisors, LLC
N/A—41,213-41,213-100%$1.4M———
Hancock Whitney Corp
N/A—40,925-40,925-100%$1.4M———
Wellspring Financial Advisors, LLC
N/A—37,224-37,224-100%$1.3M———
Regal Investment Advisors LLC
N/A—34,710-34,710-100%$1.2M———
Cura Wealth Advisors, LLC
N/A—31,143-31,143-100%$1.1M———
Commerce Bank
N/A—20,547-20,547-100%$708.7K———
NewEdge Advisors, LLC
N/A—20,355-20,355-100%$702.0K———
Steward Partners Investment Advisory, LLC
N/A—18,258-18,258-100%$629.7K———
Cetera Investment Advisers
N/A—17,648-17,648-100%$608.7K———
Raymond James Financial Inc
N/A—13,999-13,999-100%$482.8K———
Stonebridge Financial Group, LLC
N/A—12,108-12,108-100%$417.0K———
Janney Montgomery Scott LLC
N/A—10,744-10,744-100%$371.0K———
Northwestern Mutual Wealth Management Co
N/A—9,079-9,079-100%$313.1K———
Cresset Asset Management, LLC
N/A—8,785-8,785-100%$303.0K———
Private Capital Management, LLC
N/A—7,343-7,343-100%$253.3K———
Mariner, LLC
N/A—7,324-7,324-100%$252.6K———
AQR Capital Management LLC
N/A—7,235-7,235-100%$249.5K———
Avalon Trust Co
N/A—4,945-4,945-100%$170.6K———
Osaic Holdings, Inc.
N/A—4,444-4,444-100%$153.3K———
Elequin Capital, LP
N/A—3,427-3,427-100%$118.2K———
Rockefeller Capital Management L.P.
N/A—1,407-1,407-100%$48.5K———
Arax Advisory Partners
N/A—635-635-100%$21.9K———
Royal Bank of Canada
N/A—627-627-100%$22.0K———
BFC Planning, Inc.
N/A—438-438-100%$15.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—438-438-100%$15.1K———
Harbour Investments, Inc.
N/A—348-348-100%$12.0K———
Showing 80 of 80 institutions