Stock ownership · SEC 13F · Q4 2025

ALERIAN MLP ETF

A breakdown of ALERIAN MLP ETF's institutional base (CUSIP 00162Q452): the holders, the concentration among them, and what changed last quarter.

$2.4M
Reported value
2
Institutions
100%
Top-5 share

The verdict

$2.4M of ALERIAN MLP ETF is reported by 2 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$2.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 00162Q452 · Q4 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $2.4M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - ALERIAN MLP ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a ALERIAN MLP ETF position has fallen from 4 to 2 over the last 7 quarters of 13F filings.

024681012 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding ALERIAN MLP ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Astoria Portfolio Advisors LLC. 38,252 $2.0M 81.2%
2 Anchor Investment Management, LLC 9,752 $459K 18.8%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ALERIAN MLP ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Astoria Portfolio Advisors LLC. $2.0M
Anchor Investment Management, LLC $459K

Complete exits (7)

CIBC Private Wealth Group LLC exited
Pointe Capital Management LLC exited
TCFG WEALTH MANAGEMENT, LLC exited
WBI INVESTMENTS, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Asset Dedication, LLC exited

Frequently Asked Questions

How many institutions hold ALERIAN MLP ETF?▼
ALERIAN MLP ETF is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ALERIAN MLP ETF?▼
Institutions report $2.4M of ALERIAN MLP ETF as of Q4 2025.
How concentrated is ownership of ALERIAN MLP ETF?▼
The top five institutional holders account for 100% of the reported institutional value in ALERIAN MLP ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ALERIAN MLP ETF?▼
Astoria Portfolio Advisors LLC. is the largest reported holder of ALERIAN MLP ETF with $2.0M across 38,252 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.