Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
2.01M
-
Shares change
-
+520K
-
Total reported value, excl. options
-
$43.2M
-
Value change
-
+$11.2M
-
Number of buys
-
12
-
Number of sells
-
-13
-
Price
-
$21.55
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q2 2019
29 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q2 2019.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.01M shares
.
Largest 10 shareholders include Mariner, LLC (811K shares), MERCER GLOBAL ADVISORS INC /ADV (410K shares), Capital Planning Advisors, LLC (185K shares), UBS Group AG (104K shares), HighTower Advisors, LLC (101K shares), MCF Advisors LLC (94.7K shares), NORTHWEST WEALTH MANAGEMENT, LLC (66.6K shares), MORGAN STANLEY (36.7K shares), WEALTHSOURCE PARTNERS, LLC (24.8K shares), and Pathway Financial Advisors LLC (24.6K shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.