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 23 institutions that hold shares in the stock, with a total of 417,273 shares, which have been reported (via 13F filing form) to have a value of $11.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
124,495
shares
|
$3.33 Million
0.91% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
68,213
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
55,251
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 52.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,107
shares
|
$779,485
0.06% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
27,731
shares
|
$742,636
0.01% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
26,540
shares
|
$710,741
0.74% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
15,134
shares
|
$405,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
14,788
shares
|
$396,022
0.12% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
9,721
shares
|
$260,328
0.03% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,566
shares
|
$256,177
0.01% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
9,191
shares
|
$246,134
0.05% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
8,741
shares
|
$234,083
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,492
shares
|
$227,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3,754
shares
|
$100,532
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
2,814
shares
|
$75,358
0.05% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,849
shares
|
$49,516
0.0% of portfolio
|
Q1 2025
Reduced 25.17%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
824
shares
|
$22,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
759
shares
|
$20,326
0.0% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
293
shares
|
$7,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
6
shares
|
$160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3
shares
|
$80
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2024
Added 11600.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|