Institutional Ownership Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 350,582 shares, which have been reported (via 13F filing form) to have a value of $9.05 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
130,669
shares
|
$3.37 Million
0.88% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
42,219
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
39,267
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Added 34.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
34,089
shares
|
$880,177
0.01% of portfolio
|
Q2 2025
Reduced 50.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,873
shares
|
$745,500
0.01% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,688
shares
|
$430,884
0.0% of portfolio
|
Q2 2025
Added 96.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,134
shares
|
$390,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,625
shares
|
$274,337
0.01% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
10,042
shares
|
$259,284
0.03% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
9,192
shares
|
$237,337
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
3,754
shares
|
$96,928
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
2,814
shares
|
$72,657
0.05% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
2,372
shares
|
$61,245
0.02% of portfolio
|
Q2 2025
Added 187.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,849
shares
|
$47,741
0.0% of portfolio
|
Q1 2025
Reduced 25.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,342
shares
|
$34,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
759
shares
|
$19,597
0.0% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
500
shares
|
$12,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
293
shares
|
$7,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
92
shares
|
$2,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6
shares
|
$154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|