ALERIAN MLP ETN2044 AMJB
$34.44
+0.9% 52w: $26.80 – $36.94
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data26.8031.8736.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
70
+2 QoQ
13F value
$420.9M
+15.8% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AMJB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | Diversified mechanical | 3.7M | $128.1M | 0.2% | — |
| JPMORGAN CHASE & CO | Bank broker | 2.2M | $75.8M | 0.0% | -7.8% |
| Equitable Holdings, Inc. | Wealth advisor | 1.3M | $38.3M | 0.2% | +7.2% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 594.8K | $20.6M | 0.1% | -8.3% |
| LPL Financial LLC | Bank broker | 509.2K | $17.6M | 0.0% | +1.4% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Other | 368.0K | $12.7M | 0.7% | -0.2% |
| Waverly Advisors, LLC | Wealth advisor | 353.7K | $12.2M | 0.1% | -18.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 342.2K | $11.8M | 0.0% | +4.3% |
| NICOLET BANKSHARES INC | Wealth advisor | 330.4K | $11.3M | 0.4% | +130.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 267.9K | $9.3M | 0.0% | -4.3% |
| FF Advisors,LLC | Wealth advisor | 198.5K | $6.8M | 2.7% | +12.7% |
| Vident Advisory, LLC | Diversified mechanical | 194.1K | $6.7M | 0.1% | +32.8% |
| MAI Capital Management | Wealth advisor | 171.5K | $5.9M | 0.0% | -1.1% |
| NOESIS CAPITAL MANGEMENT CORP ★2 | Fundamental diversified | 156.5K | $5.4M | 0.8% | -0.8% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 147.0K | $5.1M | 0.6% | +1.5% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 120.6K | $4.2M | 0.9% | New |
| Risk Paradigm Group, LLC | Wealth advisor | 112.1K | $3.9M | 3.3% | +11.0% |
| EVERETT HARRIS & CO /CA/ | Other | 98.7K | $3.4M | 0.0% | -2.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 92.0K | $3.2M | 0.0% | Held |
| Smallwood Wealth Investment Management, LLC | Wealth advisor | 91.9K | $3.2M | 1.7% | -0.2% |
| Americana Partners, LLC | Other | 71.0K | $2.5M | 0.1% | +3.5% |
| Argyle Capital Partners, LLC | Other | 70.6K | $2.4M | 1.8% | -4.4% |
| My Personal CFO, LLC | Wealth advisor | 62.1K | $2.1M | 0.9% | Held |
| UBS Group AG | Bank broker | 61.7K | $2.1M | 0.0% | +13083.8% |
| MORGAN STANLEY | Bank broker | 55.1K | $1.9M | 0.0% | +0.4% |
| HANCOCK WHITNEY CORP | Other | 47.0K | $1.7M | 0.0% | -2.1% |
| Benchmark Financial, LLC | Wealth advisor | 48.8K | $1.7M | 1.5% | +8.2% |
| HighTower Advisors, LLC | Diversified mechanical | 46.8K | $1.6M | 0.0% | +1.4% |
| Beckerman Institutional, LLC | Wealth advisor | 40.3K | $1.4M | 0.7% | +4.4% |
| Wellspring Financial Advisors, LLC | Wealth advisor | 37.2K | $1.3M | 0.1% | -1.3% |
| Regal Investment Advisors LLC | Wealth advisor | 34.8K | $1.2M | 0.1% | +1.4% |
| IFP Advisors, Inc | Wealth advisor | 34.7K | $1.2M | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 34.3K | $1.2M | 0.0% | +22.1% |
| CURA WEALTH ADVISORS, LLC ★2 | Fundamental diversified | 31.6K | $1.1M | 0.5% | Held |
| Parkside Financial Bank & Trust | Diversified mechanical | 27.9K | $964K | 0.1% | -33.3% |
| WAYSTONE ADVISORS LLC | Wealth advisor | 27.2K | $940K | 0.8% | +25.7% |
| COMMERCE BANK | Diversified mechanical | 25.6K | $886K | 0.0% | -20.2% |
| Creative Planning | Wealth advisor | 24.6K | $850K | 0.0% | -17.6% |
| EVOKE WEALTH, LLC | Wealth advisor | 21.8K | $755K | 0.0% | +0.5% |
| Pacific Center for Financial Services | Wealth advisor | 19.8K | $684K | 0.2% | +57.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 18.3K | $633K | 0.0% | -6.6% |
| Cetera Investment Advisers | Wealth advisor | 17.4K | $601K | 0.0% | +4.2% |
| Crestwood Advisors Group, LLC | Other | 14.9K | $516K | 0.0% | -49.0% |
| EAGLE GLOBAL ADVISORS LLC | Other | 14.8K | $511K | 0.0% | Held |
| North Capital, Inc. | Wealth advisor | 12.8K | $442K | 0.4% | -0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 12.6K | $435K | 0.0% | +0.7% |
| Covenant Asset Management, LLC ★2 | Fundamental diversified | 11.0K | $379K | 0.1% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 9.9K | $344K | 0.0% | -2.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 9.1K | $313K | 0.0% | Held |
| Cresset Asset Management, LLC | Wealth advisor | 8.8K | $304K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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