% of shares outstanding is not shown for AMLP: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for AMLP in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 15,835,96115.8M | $834M | — | ADD 10% |
| 2 | BANK OF AMERICA CORP /DE/ | 8,490,6548.5M | $447M | — | — |
| 3 | WELLS FARGO & COMPANY/MN | 7,517,2527.5M | $396M | — | ADD 7% |
| 4 | GOLDMAN SACHS GROUP INC | 6,563,1176.6M | $345M | — | TRIM -6% |
| 5 | Allen Investment Management, LLC | 4,005,5354.0M | $211M | — | ADD 7% |
| 6 | LPL Financial LLC | 3,630,0843.6M | $191M | — | ADD 16% |
| 7 | UBS Group AG | 3,195,2873.2M | $168M | — | ADD 4% |
| 8 | RAYMOND JAMES FINANCIAL INC | 2,637,9862.6M | $139M | — | ADD 3% |
| 9 | ROYAL BANK OF CANADA | 2,414,2952.4M | $127M | — | ADD 7% |
| 10 | Creative Planning | 2,247,0712.2M | $118M | — | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | +1,407,145 | $74M | ADD |
| TIAA Wealth Investment Management LLC | +602,832 | $32M | OPEN |
| LPL Financial LLC | +511,352 | $27M | ADD |
| Cambridge Investment Research Advisors, Inc. | +498,826 | $26M | ADD |
| WELLS FARGO & COMPANY/MN | +469,901 | $25M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | −952,258 | $50M | TRIM |
| ASSETMARK, INC | −682,135 | $36M | TRIM |
| GOLDMAN SACHS GROUP INC | −447,606 | $24M | TRIM |
| Thrivent Financial for Lutherans | −380,892 | $20M | TRIM |
| NOMURA ASSET MANAGEMENT CO LTD | −371,900 | $20M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 14.2M | 15.2M | 14.9M | 15.0M | 14.4M | 15.8M | $834M |
| BANK OF AMERICA CORP /DE/ | 8.2M | 8.4M | 8.5M | 8.3M | 8.6M | 8.5M | $447M |
| WELLS FARGO & COMPANY/MN | 6.3M | 7.1M | 7.3M | 7.2M | 7.0M | 7.5M | $396M |
| GOLDMAN SACHS GROUP INC | 7.3M | 7.3M | 7.5M | 7.6M | 7.0M | 6.6M | $345M |
| Allen Investment Management, LLC | 2.3M | 3.1M | 3.2M | 3.5M | 3.8M | 4.0M | $211M |
| LPL Financial LLC | 2.8M | 3.2M | 3.1M | 3.2M | 3.1M | 3.6M | $191M |
| UBS Group AG | 2.8M | 3.4M | 3.3M | 3.2M | 3.1M | 3.2M | $168M |
| RAYMOND JAMES FINANCIAL INC | 2.2M | 2.6M | 2.7M | 2.5M | 2.6M | 2.6M | $139M |
| ROYAL BANK OF CANADA | 1.8M | 1.8M | 4.3M | 2.3M | 2.3M | 2.4M | $127M |
| Creative Planning | 2.3M | 2.3M | 2.3M | 2.3M | 2.3M | 2.2M | $118M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
