Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ALLIANCE RESOURCE PARTNERS L · UT LTD PART · quarter ended 2026-03-31 · 3 members disclosed ARLP ↗

13F filers reporting this class for the quarter ended 2026-03-31: 120
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $554M
holders whose share count rose or who opened the position (new + add), by shares: 58
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 13

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ARLP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MORGAN STANLEY	$134M	4,858,804	+1,495,630	ADD
2	Progeny 3, Inc.	$89.3M	3,229,764	−52,907	TRIM
3	Jackson Hole Capital Partners, LLC	$58.6M	2,119,396	+14,499	ADD
4	MAGNOLIA GROUP, LLC	$39.0M	1,411,260	−1,170,437	TRIM
5	Atlanta Consulting Group Advisors, LLC	$32.6M	1,180,092	+18,852	ADD
6	Energy Income Partners, LLC	$20.4M	737,328	+437,486	ADD
7	ING GROEP NV	$14.3M	517,000	−151,000	TRIM
8	RAYMOND JAMES FINANCIAL INC	$13.6M	491,064	+14,199	ADD
9	Invesco Ltd.	$11.7M	423,221	−1,469	TRIM
10	VISTA INVESTMENT PARTNERS LLC	$10.1M	363,672	0	NO CHANGE
11	BANK OF AMERICA CORP /DE/	$7.5M	269,655	+114,880	ADD
12	MERCER GLOBAL ADVISORS INC /ADV	$7.1M	255,329	+1,128	ADD
13	MIZUHO MARKETS AMERICAS LLC	$6.8M	247,000	+247,000	NEW
14	EXCHANGE TRADED CONCEPTS, LLC	$6.0M	218,620	+71,312	ADD
15	Bienville Capital Management, LLC	$5.9M	213,737	−17,288	TRIM
16	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$5.9M	213,200	−83,870	TRIM
17	FIRST TRUST ADVISORS LP	$5.3M	192,532	+192,532	NEW
18	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$5.3M	191,000	0	NO CHANGE
19	MILLER VALUE PARTNERS, LLC	$5.1M	185,256	+53,256	ADD
20	NATIXIS	$4.3M	156,500	0	NO CHANGE
21	Orvieto Partners, L.P.	$4.1M	149,064	+10,000	ADD
22	LPL Financial LLC	$3.2M	114,507	+17,068	ADD
23	CITADEL ADVISORS LLC	$2.9M	106,280	−31,730	TRIM
24	HORIZON KINETICS ASSET MANAGEMENT LLC	$2.9M	104,709	+40,568	ADD
25	CAPITAL ADVISORS INC/OK	$2.7M	99,024	0	NO CHANGE
26	HighTower Advisors, LLC	$2.6M	95,441	−6,087	TRIM
27	Creative Planning	$2.6M	93,114	0	NO CHANGE
28	JANE STREET GROUP, LLC	$2.2M	81,307	+45,590	ADD
29	COMMONWEALTH EQUITY SERVICES, LLC	$1.9M	70,418	−9,349	TRIM
30	Hidden Cove Wealth Management, LLC	$1.9M	70,000	0	NO CHANGE
31	Disciplined Investments, LLC	$1.9M	67,716	+1,535	ADD
32	Pekin Hardy Strauss, Inc.	$1.8M	66,540	+2,435	ADD
33	Dayah Capital LLC	$1.8M	66,000	—	NO PRIOR
34	Cetera Investment Advisers	$1.8M	65,724	−2,226	TRIM
35	U.S. Capital Wealth Advisors, LLC	$1.8M	64,658	+45	ADD
36	UBS Group AG	$1.6M	56,870	+10,629	ADD
37	Concurrent Investment Advisors, LLC	$1.5M	53,093	+16,765	ADD
38	Autumn Glory Partners, LLC	$1.4M	52,000	0	NO CHANGE
39	SteelPeak Wealth, LLC	$1.4M	50,540	+50,540	NEW
40	Rockefeller Capital Management L.P.	$1.3M	46,471	+15,143	ADD
41	Kestra Advisory Services, LLC	$1.1M	39,693	+6,448	ADD
42	Tidal Investments LLC	$1.1M	38,593	+38,593	NEW
43	Mariner, LLC	$994K	35,956	+4,944	ADD
44	COWA, LLC	$928K	33,558	0	NO CHANGE
45	STIFEL FINANCIAL CORP	$921K	33,309	+4,500	ADD
46	Vident Advisory, LLC	$878K	31,738	−29	TRIM
47	ROYAL BANK OF CANADA	$756K	27,356	+27,356	NEW
48	AlphaCore Capital LLC	$752K	27,193	0	NO CHANGE
49	BCS Wealth Management	$737K	26,639	−25,581	TRIM
50	J.W. COLE ADVISORS, INC.	$710K	25,673	−1,783	TRIM
51	AMERICAN FINANCIAL GROUP INC	$705K	25,500	0	NO CHANGE
52	CITIGROUP INC	$702K	25,383	−24,998	TRIM
53	INTRUST BANK NA	$699K	25,293	0	NO CHANGE
54	WELLS FARGO & COMPANY/MN	$691K	24,990	+13,196	ADD
55	Formidable Asset Management, LLC	$678K	24,505	0	NO CHANGE
56	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$645K	23,339	+1,792	ADD
57	Marex Group Ltd	$617K	22,300	+22,300	NEW
58	MGO ONE SEVEN LLC	$594K	21,473	−254,839	TRIM
59	Fort Sheridan Advisors LLC	$578K	20,896	+5,469	ADD
60	KESTRA PRIVATE WEALTH SERVICES, LLC	$515K	18,624	+2,020	ADD
61	Focus Partners Wealth	$510K	18,456	+9,261	ADD
62	Cadent Capital Advisors, LLC	$464K	16,776	0	NO CHANGE
63	OSAIC HOLDINGS, INC.	$445K	16,075	−2,722	TRIM
64	Security National Bank	$440K	15,931	0	NO CHANGE
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$439K	15,874	+15,874	NEW
66	Pathway Financial Advisers, LLC	$439K	15,867	+15,867	NEW
67	COMMERCE BANK	$389K	14,079	−800	TRIM
68	US BANCORP \DE\	$359K	13,000	0	NO CHANGE
69	ORBA Wealth Advisors, L.L.C.	$351K	12,696	0	NO CHANGE
70	Clearstead Advisors, LLC	$349K	12,612	0	NO CHANGE
71	AQR CAPITAL MANAGEMENT LLC	$334K	12,086	−321	TRIM
72	HOWE & RUSLING INC	$332K	12,000	0	NO CHANGE
73	DOLIVER ADVISORS, LP	$332K	12,000	0	NO CHANGE
74	Oxbow Advisors, LLC	$323K	11,695	0	NO CHANGE
75	Texas Yale Capital Corp.	$323K	11,677	−7,300	TRIM
76	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$318K	12,086	−321	TRIM
77	FOUNDERS FINANCIAL SECURITIES LLC	$305K	11,513	+224	ADD
78	Aull & Monroe Investment Management Corp	$296K	10,700	0	NO CHANGE
79	Traub Capital Management LLC	$296K	10,690	0	NO CHANGE
80	LEGACY FINANCIAL GROUP, INC.	$293K	10,595	+10,595	NEW
81	&PARTNERS	$281K	10,147	+10,147	NEW
82	Dakota Wealth Management	$278K	10,048	0	NO CHANGE
83	National Philanthropic Trust	$277K	10,000	—	NO PRIOR
84	Resurgent Financial Advisors LLC	$277K	10,000	0	NO CHANGE
85	Gateway Wealth Partners, LLC	$277K	10,000	+10,000	NEW
86	Abel Hall, LLC	$277K	10,000	+10,000	NEW
87	XTX Topco Ltd	$264K	9,533	+9,533	NEW
88	MONETA GROUP INVESTMENT ADVISORS LLC	$236K	8,551	+8,551	NEW
89	Stratos Wealth Partners, LTD.	$223K	8,050	+8,050	NEW
90	TWO SIGMA SECURITIES, LLC	$207K	7,498	+7,498	NEW
91	TRUIST FINANCIAL CORP	$206K	7,439	+7,439	NEW
92	MONECO ADVISORS, LLC	$205K	7,430	+7,430	NEW
93	Arrow Investment Advisors, LLC	$202K	7,315	+7,315	NEW
94	Tradition Wealth Management, LLC	$202K	7,290	+7,290	NEW
95	Virtus Investment Advisers, LLC	$186K	6,737	−227	TRIM
96	VIRTUS ADVISERS, LLC	$176K	6,375	−1,530	TRIM
97	PFS Partners, LLC	$136K	4,921	+113	ADD
98	Trifecta Capital Advisors, LLC	$96.8K	3,500	+3,500	NEW
99	State of Wyoming	$80.3K	2,905	+178	ADD
100	HALBERT HARGROVE GLOBAL ADVISORS, LLC	$58.1K	2,100	+100	ADD
101	Triumph Capital Management	$49.8K	1,800	+1,800	NEW
102	Smartleaf Asset Management LLC	$42.2K	1,500	0	NO CHANGE
103	SUMMIT SECURITIES GROUP LLC	$27.7K	1,000	+1,000	NEW
104	MCF Advisors LLC	$27.7K	1,000	—	NO PRIOR
105	Atlantic Union Bankshares Corp	$24.9K	900	0	NO CHANGE
106	Geneos Wealth Management Inc.	$18.8K	680	0	NO CHANGE
107	BlackRock, Inc.	$18.4K	666	0	NO CHANGE
108	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$17.9K	648	0	NO CHANGE
109	Crewe Advisors LLC	$14.7K	530	0	NO CHANGE
110	POM Investment Strategies, LLC	$8.3K	300	0	NO CHANGE
111	CWM, LLC	$6.9K	250	−151	TRIM
112	MATHER GROUP, LLC.	$5.5K	200	+200	NEW
113	Federation des caisses Desjardins du Quebec	$5.5K	200	0	NO CHANGE
114	HRT FINANCIAL LP	$4.3K	156,058	+156,058	NEW
115	MCGUIRE CAPITAL ADVISORS INC	$3.0K	107	0	NO CHANGE
116	Steward Partners Investment Advisory, LLC	$2.8K	100	+67	ADD
117	NFC Investments, LLC	$1.8K	65,700	−4,000	TRIM
118	FIFTH THIRD BANCORP	$1.4K	50	0	NO CHANGE
119	Mountain Hill Investment Partners Corp.	$682	25	+1	ADD
120	Larson Financial Group LLC	$24	1	0	NO CHANGE
121	HARBOUR INVESTMENTS, INC.	—	—	−3	EXIT
122	OPPENHEIMER & CO INC	—	—	−15,340	EXIT
123	DAVENPORT & Co LLC	—	—	−10,700	EXIT
124	NOMURA HOLDINGS INC	—	—	−146,974	EXIT
125	CIBC Private Wealth Group LLC	—	—	−2,000	EXIT
126	GSA CAPITAL PARTNERS LLP	—	—	−10,439	EXIT
127	IMC-Chicago, LLC	—	—	−23,820	EXIT
128	Tower Research Capital LLC (TRC)	—	—	−374	EXIT
129	Hartree Partners, LP	—	—	−28,887	EXIT
130	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	—	—	−9,521	EXIT
131	Meridian Wealth Management, LLC	—	—	−20,548	EXIT
132	Acumen Wealth Advisors, LLC	—	—	−6,200	EXIT
133	Key Capital Management, INC	—	—	−500	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ARLP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Virginia Foxx R–NC-5 $15K–$50K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Miller Value Partners $5.1M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ALLIANCE RESOURCE PARTNERS L

Merged timeline of congressional filings and notable-manager moves on ARLP
Date	Who	Change	Size
2026-07-10	Virginia Foxx Congress	SELL	$15K–$50K
2026-05-15	Miller Value Partners 13F	ADD	+53,256 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

3 members of Congress disclosed ARLP — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).