Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
62
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Total 13F shares, excl. options
-
2.23M
-
Shares change
-
-253K
-
Total reported value, excl. options
-
$56.8M
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Value change
-
-$6.32M
-
Number of buys
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23
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Number of sells
-
-23
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Price
-
$25.43
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q1 2024
64 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q1 2024.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.23M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (324K shares), Mariner, LLC (292K shares), Raymond James Financial Services Advisors, Inc. (178K shares), LPL Financial LLC (132K shares), BANK OF AMERICA CORP /DE/ (110K shares), U.S. Capital Wealth Advisors, LLC (108K shares), WNY Asset Management, LLC (99.1K shares), MORGAN STANLEY (83.2K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (70.5K shares), and XML Financial, LLC (68K shares).
This table shows the top 62 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.