Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / ALERIAN ENERGY
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Number of holders
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64
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Total 13F shares, excl. options
-
2.29M
-
Shares change
-
+52.7K
-
Total reported value, excl. options
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$60.7M
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Value change
-
+$1.43M
-
Number of buys
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29
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Number of sells
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-22
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Price
-
$26.57
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q2 2024
67 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q2 2024.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.29M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (341K shares), Mariner, LLC (288K shares), Raymond James Financial Services Advisors, Inc. (179K shares), LPL Financial LLC (133K shares), BANK OF AMERICA CORP /DE/ (120K shares), WNY Asset Management, LLC (102K shares), U.S. Capital Wealth Advisors, LLC (92.3K shares), MORGAN STANLEY (77.1K shares), UBS Group AG (69.5K shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (66.6K shares).
This table shows the top 64 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.