Monitor for any future conversion to Schedule 13D if ALPS Advisors increases its stake or engages with management; the current passive filing suggests no imminent activist activity.
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Executive Summary
ALPS Advisors Inc. filed an amended Schedule 13G disclosing a 9.96% passive stake in WaterBridge Infrastructure LLC as of September 30, 2026, representing 12,299,138 common units. The filing is a routine passive ownership update with no change in investment intent, and the stake remains below the 10% threshold for potential activist conversion.
Key Financial Metrics
Key Facts
- ALPS Advisors Inc. holds 12,299,138 common units (9.96% of outstanding) as of 09/30/2026.
- Alerian MLP ETF, an advised fund, holds 12,142,897 units (9.84%) of the same class.
- The filing is an amendment to a prior Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- No change in ownership direction or intent compared to prior filings; the stake remains stable.
Financial Impact
Passive stake of 9.96% valued at approximately $12.3 million based on unit count; no material financial impact from the filing itself.
Risk Factors
- Potential for increased regulatory scrutiny if stake approaches 10% threshold.
- No indication of activist intent, but passive investors can shift strategy.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001398344-26-017992 |
| Document: 0001398344-26-017992-index.html | 0001398344-26-017992 |
| Document: 0001398344-26-017992.txt | 0001398344-26-017992 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 20d ago | SC 13G/A | $29.78 $28.78 | ▼ −3.36% | ▼ −3.08% | $29.94 (+0.54%) |
Oct 1, 2026 26d ago | S-3ASR | $28.13 $29.78 | ▼ −5.87% | ▼ −4.56% | $29.94 (−6.43%) |
Oct 1, 2026 26d ago | S-3ASR | $28.13 $29.78 | ▲ +5.87% | ▲ +4.56% | $29.94 (+6.43%) |
Sep 21, 2026 5w ago | 8-K | $29.56 $28.46 | ▼ −3.72% | ▼ −2.53% | $29.94 (+1.29%) |
Aug 18, 2026 10w ago | 8-K | $31.74 $31.61 | ▼ −0.41% | ▼ −0.02% | $29.94 (−5.67%) |
Jun 11, 2026 19w ago | Institutional Cluster | $30.50 $30.71 | ▲ +0.69% | ▲ +0.25% | $29.94 (−1.84%) |
May 6, 2026 24w ago | 8-K | $28.05 $28.96 | ▲ +3.24% | ▲ +1.74% | $29.94 (+6.74%) |
Apr 15, 2026 27w ago | 3 | $26.50 $27.83 | ▲ +5.02% | ▲ +3.38% | $29.94 (+12.98%) |
Apr 13, 2026 28w ago | EFFECT | $25.70 $26.12 | ▲ +1.63% | ▼ −1.66% | $29.94 (+16.50%) |
US Market Status
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