Who owns AMJB?
Alerian MLP Index ETN · ALPS
72 institutions reported holding AMJB, worth $431.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AMJB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CIBC Bancorp USA Inc. | Chicago, IL | $137.3M | 3,983,296 | +276,076 shares |
| JPMorgan Chase & Co | New York, NY | $65.7M | 1,907,023 | −254,000 shares |
| Equitable Holdings, Inc. | New York, NY | $47.6M | 1,380,520 | +98,940 shares |
| Keybank National Association | Brooklyn, OH | $20.7M | 599,629 | +4,874 shares |
| LPL Financial LLC | Fort Mill, SC | $18.3M | 530,493 | +21,265 shares |
| Osborne Partners Capital Management, LLC | San Francisco, CA | $12.6M | 364,721 | −3,231 shares |
| Nicolet Bankshares Inc. | Green Bay, WI | $11.0M | 322,369 | −8,008 shares |
| Waverly Advisors, LLC | Birmingham, AL | $11.0M | 319,590 | −34,153 shares |
| Goldman Sachs Group Inc. | New York, NY | $10.8M | 311,777 | −30,392 shares |
| Baird Financial Group, Inc. | Milwaukee, WI | $9.4M | 271,646 | +3,774 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AMJB?
72 institutional managers reported holding AMJB in Form 13F filings for June 30, 2026, worth $431.5M in total. The largest reported position was held by CIBC Bancorp USA Inc., at $137.3M.
Did institutions buy or sell AMJB last quarter?
Reported 13F value rose 2.8% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AMJB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.