undamentalytics Newsletter

Alliance Resource Partners LP: which funds bought and sold

Institutions that bought and sold Alliance Resource Partners shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 71 institutions that filed 13F reports for both quarters added to or opened positions in Alliance Resource Partners, and 67 cut or closed them. Together they sold a net 391K shares, −2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 67K shares (−27.4%); index fund managers were net buyers of 47K shares (+38.6%). 20 opened a new position and 29 sold out entirely.

Bought, Q2 2026 71 institutions, 20 of them new holders Sold, Q2 2026 67 institutions, 29 of them sold out
Net change, all compared −391K shares (−2.0%)
Net change, active managers −67K shares (−27.4%), 1 bought, 2 sold

Buyers versus sellers

institutions compared, 195
Active managers and hedge funds 1 bought · 2 sold · −67K
Index fund managers 2 bought · 0 sold · +47K
Other institutions 68 bought · 65 sold · −371K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Lido Advisors, LLC +1.1M New position 1.1M $26.3M
Energy Income Partners, LLC +307K +41.7% 1.0M $25.1M
Goldman Sachs Group Inc +108K +48.9% 329K $7.9M
Arax Advisory Partners +69K +515.7% 82K $2M
Tcfg Investment Advisors, LLC +51K New position 51K $1.2M
Blackrock, Inc. Index funds +45K +6801.2% 46K $1.1M
Crescent Grove Advisors, LLC +39K +55.1% 111K $2.7M
Tweedy, Browne Co LLC Active manager +39K +54.3% 112K $2.7M
ING Groep NV +39K +7.5% 556K $13.3M
Kim, LLC +35K New position 35K $828,149
Cambridge Investment Research Advisors, Inc. +32K +108.4% 62K $1.5M
BNP Paribas Financial Markets +26K +2323.3% 27K $654,918
Glenmede Trust Co Na +20K New position 20K $484,396
Progeny 3, Inc. +19K +0.6% 3.2M $77.9M
Tidal Investments LLC +18K +47.3% 57K $1.4M
Gsa Capital Partners LLP +18K New position 18K $433,000
Raymond James Financial Inc +16K +3.3% 507K $12.2M
Horizon Kinetics Asset Management LLC +16K +15.0% 120K $2.9M
Graniteshares Advisors LLC +16K +15.0% 120K $2.9M
LPL Financial LLC +14K +12.0% 128K $3.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −1.4M −29.8% 3.4M $81.8M
Magnolia Group, LLC −149K −10.5% 1.3M $30.3M
Citadel Advisors LLC Hedge fund −106K Sold out 0 —
Jane Street Group, LLC −81K Sold out 0 —
Disciplined Investments, LLC −68K Sold out 0 —
Dayah Capital LLC −66K Sold out 0 —
Mizuho Markets Americas LLC −58K −23.3% 190K $4.5M
Bank Of America Corp −54K −20.1% 215K $5.2M
Cushing Asset Management, LP Dba Nxg Investment Management −41K −21.5% 150K $3.6M
Bienville Capital Management, LLC −40K −18.6% 174K $4.2M
UBS Group AG −37K −65.3% 20K $473,293
Vident Advisory, LLC −32K Sold out 0 —
Jump Financial, LLC −27K Sold out 0 —
Autumn Glory Partners, LLC −26K −50.0% 26K $623,480
Marex Group Ltd −22K Sold out 0 —
HRT Financial LP −21K −13.6% 135K $3.2M
First Trust Advisors LP −19K −9.7% 174K $4.2M
Kestra Private Wealth Services, LLC −19K Sold out 0 —
Citigroup Inc −18K −69.5% 7,737 $185,533
Susquehanna International Group, LLP −16K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Lido Advisors, LLC 1.1M $26.3M
Tcfg Investment Advisors, LLC 51K $1.2M
Kim, LLC 35K $828,149
Glenmede Trust Co Na 20K $484,396
Gsa Capital Partners LLP 18K $433,000
Cwa Asset Management Group, LLC 12K $296,427
Integrity Advisory Solutions, LLC 8,527 $204,479
Creative Financial Designs Inc 3,031 $72,674
Continuum Advisory, LLC 2,402 $57,600
Allworth Financial LP 2,000 $47,960

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Citadel Advisors LLCHedge fund 106K $2.9M
Jane Street Group, LLC 81K $2.2M
Disciplined Investments, LLC 68K $1.9M
Dayah Capital LLC 66K $1.8M
Vident Advisory, LLC 32K $877,555
Jump Financial, LLC 27K $757,085
Marex Group Ltd 22K $616,595
Kestra Private Wealth Services, LLC 19K $514,948
Susquehanna International Group, LLP 16K $438,916
Orba Wealth Advisors, L.L.C. 13K $351,044

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
169
Ten largest holders
66.8%
of 13F-reported shares
Index fund managers
0.9%
of 13F-reported shares
Active managers and hedge funds
0.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 2 0 1 −67K −27.4%
Index fund managers 2 0 0 0 +47K +38.6%
Other institutions 68 65 20 28 −371K −1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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