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 46 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $54.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
565
shares
|
$15,582
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
341
shares
|
$9,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
300
shares
|
$8,274
0.0% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
275
shares
|
$7,584
0.0% of portfolio
|
Q2 2020
Reduced 22.8%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
245
shares
|
$6,757
0.0% of portfolio
|
Q1 2023
Reduced 16.95%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
223
shares
|
$6,150
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
213
shares
|
$5,874
0.0% of portfolio
|
Q1 2024
Reduced 92.66%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$5,516
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
200
shares
|
$5,516
0.0% of portfolio
|
Q2 2023
Reduced 18.37%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
183
shares
|
$5,047
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
150
shares
|
$4,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
100
shares
|
$2,758
0.0% of portfolio
|
Q1 2025
Reduced 61.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
66
shares
|
$1,820
0.0% of portfolio
|
Q1 2025
Reduced 39.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$1,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$1,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
25
shares
|
$689
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
12
shares
|
$330
0.0% of portfolio
|
Q1 2024
Reduced 78.18%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
10
shares
|
$275
0.0% of portfolio
|
Q1 2025
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 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|