Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
2.55M
-
Shares change
-
-222K
-
Total reported value, excl. options
-
$53.5M
-
Value change
-
-$4.65M
-
Number of buys
-
24
-
Number of sells
-
-16
-
Price
-
$20.93
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q1 2023
62 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q1 2023.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.55M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (356K shares), MORGAN STANLEY (331K shares), Mariner, LLC (296K shares), LPL Financial LLC (125K shares), Fulcrum Equity Management (123K shares), U.S. Capital Wealth Advisors, LLC (112K shares), Advisory Services Network, LLC (111K shares), BANK OF AMERICA CORP /DE/ (110K shares), COMMONWEALTH EQUITY SERVICES, LLC (82.8K shares), and UBS Group AG (76.2K shares).
This table shows the top 60 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.