Who Owns ALERIAN MLP ETN 2044 (AMJB)? -- Institutional Holders (2026-06-30)

77 institutions reported holding $432.6M of ALERIAN MLP ETN 2044 (AMJB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CIBC Bancorp USA Inc. ($137.3M), JPMORGAN CHASE & CO ($65.7M), Equitable Holdings, Inc. ($47.6M), KEYBANK NATIONAL ASSOCIATION/OH ($20.7M), LPL Financial LLC ($18.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CIBC Bancorp USA Inc.$137.3M4.0MAdded
2JPMORGAN CHASE & CO$65.7M1.9MTrimmed
3Equitable Holdings, Inc.$47.6M1.4MAdded
4KEYBANK NATIONAL ASSOCIATION/OH$20.7M599,629Added
5LPL Financial LLC$18.3M530,493Added
6OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$12.6M364,721Trimmed
7NICOLET BANKSHARES INC$11.0M322,369Trimmed
8Waverly Advisors, LLC$11.0M319,590Trimmed
9GOLDMAN SACHS GROUP INC$10.8M311,777Trimmed
10Baird Financial Group, Inc.$9.4M271,646Added
11FF Advisors,LLC$7.0M203,102Added
12MAI Capital Management$6.5M189,489Added
13Vident Advisory, LLC$5.8M167,115Trimmed
14RPg Family Wealth Advisory, LLC$5.7M165,639Added
15NOESIS CAPITAL MANGEMENT CORP$5.4M157,497Added
16Risk Paradigm Group, LLC$5.2M150,358Added
17LAKE STREET PRIVATE WEALTH, LLC$4.9M142,795Trimmed
18EVERETT HARRIS & CO /CA/$3.4M99,310Added
19Smallwood Wealth Investment Management, LLC$3.2M93,326Added
20UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.2M92,000Hold
21Argyle Capital Partners, LLC$2.6M74,702Added
22Americana Partners, LLC$2.5M73,667Added
23MORGAN STANLEY$2.2M63,569Added
24My Personal CFO, LLC$2.1M62,084Trimmed
25UBS Group AG$2.1M61,845Added

Source: SEC Form 13F filings · as of 2026-06-30