Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
2.3M
-
Shares change
-
+17.6K
-
Total reported value, excl. options
-
$51M
-
Value change
-
+$405K
-
Number of buys
-
22
-
Number of sells
-
-21
-
Price
-
$22.16
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q3 2023
58 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q3 2023.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.3M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (324K shares), Mariner, LLC (295K shares), LPL Financial LLC (175K shares), U.S. Capital Wealth Advisors, LLC (146K shares), MORGAN STANLEY (145K shares), BANK OF AMERICA CORP /DE/ (123K shares), Raymond James Financial Services Advisors, Inc. (85.1K shares), WNY Asset Management, LLC (80.6K shares), COMMONWEALTH EQUITY SERVICES, LLC (79.3K shares), and XML Financial, LLC (75K shares).
This table shows the top 55 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.