ALPS ETF TR
CUSIP 00162Q528
Alps Etf Tr has 23 institutional holders in Filings Flow’s 13F database, together reporting 1.21M shares worth $75M as of Q1 2026. The largest reported holders are Riverfront Investment Group, LLC, Prospera Financial Services Inc, and Envestnet Asset Management Inc.
Institutional Holders
23
Q1 2026
Reported Value
$75M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 2.44% | $4M | 60.5K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.33% | $512,593 | 8.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.24% | $15M | 241.0K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.24% | $15M | 243.3K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.19% | $2M | 29.7K | Q2 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.06% | $947,091 | 15.1K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.05% | $11M | 169.1K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $55,838 | 891 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.04% | $1M | 14.8K | Q2 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.02% | $61,039 | 974 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $10M | 164.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $734,979 | 11.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 174.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $253,815 | 4.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $328,330 | 5.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 30.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $220,606 | 3.4K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $274,489 | 4.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $52,391 | 836 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $593,786 | 9.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $397,962 | 6.2K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $152,698 | 2.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $24,378 | 389 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5,518 | 86 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $56 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.