Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Number of holders
-
90
-
Total 13F shares, excl. options
-
3.28M
-
Shares change
-
+632K
-
Total reported value, excl. options
-
$102M
-
Value change
-
+$20.1M
-
Number of buys
-
50
-
Number of sells
-
-21
-
Price
-
$31.15
Significant Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q4 2024
94 filings reported holding ENFR - ALPS ETF TR - ALERIAN ENERGY as of Q4 2024.
ALPS ETF TR - ALERIAN ENERGY (ENFR) has 90 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.28M shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (352K shares), RAYMOND JAMES FINANCIAL INC (316K shares), Mariner, LLC (284K shares), LPL Financial LLC (224K shares), MORGAN STANLEY (206K shares), BANK OF AMERICA CORP /DE/ (146K shares), Sanctuary Advisors, LLC (143K shares), WNY Asset Management, LLC (89.9K shares), U.S. Capital Wealth Advisors, LLC (80.8K shares), and Castle Rock Wealth Management, LLC (73.5K shares).
This table shows the top 90 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.