Institutional Ownership Alps ETF Tr Clean Energy ETF (ACES)
This table provides information about the institutional ownership of Alps ETF Tr Clean Energy ETF (ACES). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $55.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
578
shares
|
$16,004
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
440
shares
|
$12,183
0.0% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
300
shares
|
$8,307
0.0% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
275
shares
|
$7,614
0.0% of portfolio
|
Q2 2020
Reduced 22.8%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
245
shares
|
$6,784
0.0% of portfolio
|
Q1 2023
Reduced 16.95%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
223
shares
|
$6,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
213
shares
|
$5,897
0.0% of portfolio
|
Q1 2024
Reduced 92.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
200
shares
|
$5,538
0.0% of portfolio
|
Q2 2023
Reduced 18.37%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
183
shares
|
$5,067
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
150
shares
|
$4,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
131
shares
|
$3,627
0.0% of portfolio
|
Q2 2025
Reduced 61.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
100
shares
|
$2,769
0.0% of portfolio
|
Q1 2025
Reduced 61.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
66
shares
|
$1,827
0.0% of portfolio
|
Q1 2025
Reduced 39.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$1,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
39
shares
|
$1,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
26
shares
|
$719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
25
shares
|
$692
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2
shares
|
$55
0.0% of portfolio
|
Q1 2022
Reduced 80.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q4 2024
Reduced 99.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|