Institutional Ownership Alps ETF Tr Disruptive Technol (DTEC)
This table provides information about the institutional ownership of Alps ETF Tr Disruptive Technol (DTEC). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 826,647 shares, which have been reported (via 13F filing form) to have a value of $37 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
5,366
shares
|
$244,421
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,319
shares
|
$242,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,151
shares
|
$234,628
0.03% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
5,000
shares
|
$227,750
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,954
shares
|
$225,654
0.0% of portfolio
|
Q3 2024
Reduced 42.91%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,655
shares
|
$212,035
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,055
shares
|
$184,705
0.0% of portfolio
|
Q3 2024
Added 178.69%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,500
shares
|
$68,325
0.01% of portfolio
|
Q1 2023
Reduced 21.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,419
shares
|
$64,635
0.0% of portfolio
|
Q2 2020
Reduced 9.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,395
shares
|
$63,542
0.01% of portfolio
|
Q1 2024
Reduced 41.75%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,200
shares
|
$54,660
0.0% of portfolio
|
Q3 2023
Reduced 26.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,173
shares
|
$53,430
0.0% of portfolio
|
Q1 2024
Added 8.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
885
shares
|
$40,311
0.01% of portfolio
|
Q3 2024
Added 532.14%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
702
shares
|
$31,976
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
645
shares
|
$29,379
0.0% of portfolio
|
Q1 2024
Added 5.74%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
443
shares
|
$20,178
0.0% of portfolio
|
Q3 2022
Reduced 25.04%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
294
shares
|
$13,391
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
220
shares
|
$10,021
0.0% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
155
shares
|
$7,060
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
101
shares
|
$4,600
0.0% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
40
shares
|
$1,822
0.0% of portfolio
|
Q3 2024
Reduced 88.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|