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 14 institutions that hold shares in the stock, with a total of 286,767 shares, which have been reported (via 13F filing form) to have a value of $8.12 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
115,948
shares
|
$3.28 Million
0.89% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
94,488
shares
|
$2.68 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
26,723
shares
|
$756,795
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
20,982
shares
|
$594,210
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
9,347
shares
|
$264,707
0.06% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
9,116
shares
|
$258,165
0.04% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
3,372
shares
|
$95,495
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,815
shares
|
$79,720
0.0% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
2,814
shares
|
$79,692
0.06% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
759
shares
|
$21,494
0.0% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
500
shares
|
$14,160
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
166
shares
|
$4,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|