Who owns ALPS ETF TR?
- Ticker: SMTH
- CUSIP Number: 00162q346
Tip: Access positions for across all investors
Analyze quarterly positions in Alps Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Alps Etf Tr stock
Who bought or sold ALPS ETF TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 8.1M | $208M | 16% | Mar 2026 |
|
| Shufro Rose & Co | 5.1M | $132M | 5% | Mar 2026 |
|
| Fundamentun | 3.4M | $88M | 5% | Mar 2026 |
|
| Hamilton Wealth | 2.7M | $68M | 98% | Mar 2026 |
|
| Bank of New York Mellon | 2.2M | $57M | 3% | Mar 2026 |
|
| Trilogy Capital | 1.9M | $50M | 20% | Mar 2026 |
|
| Lineweaver Wealth Advisors | 1.5M | $38M | 6% | Mar 2026 |
|
| Level Four Advisory Services | 1.3M | $35M | 3% | Dec 2025 |
|
| Meridian Wealth Management | 855k | $22M | 3% | Mar 2026 |
|
| Traction Financial Partners | 807k | $21M | 4% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 732k | $19M | -42% | Mar 2026 |
|
| Adapt Wealth Advisors | 722k | $19M | 1% | Mar 2026 |
|
| Principle Wealth Partners | 677k | $17M | -5% | Mar 2026 |
|
| NorthCrest Asset Manangement | 530k | $14M | 10% | Mar 2026 |
|
| Guardian Financial Partners | 496k | $13M | 10% | Mar 2026 |
|
| Vise Technologies | 465k | $12M | 0% | Mar 2026 |
|
| Sentinel Pension Advisors | 438k | $11M | 13% | Mar 2026 |
|
| Pensionmark Financial Group | 436k | $11M | 10% | Mar 2026 |
|
| Prasad Wealth Partners | 399k | $10M | 3% | Mar 2026 |
|
| Old Port Advisors | 386k | $9.9M | 14% | Mar 2026 |
|
| Gallacher Capital Management | 379k | $9.8M | 1% | Mar 2026 |
|
| Sovereign Investment Advisors | 374k | $9.6M | 7% | Mar 2026 |
|
| Ethos Financial Group | 298k | $7.7M | 9% | Mar 2026 |
|
| Tenzing Financial | 293k | $7.6M | 100% | Mar 2026 |
|
| Watch Point Trust | 289k | $7.4M | 4% | Mar 2026 |
|
| Sbe Llc Dba Cedar Cove Wealth Partners | 218k | $5.6M | 100% | Mar 2026 |
|
| Spectrum Investment Advisors | 195k | $5.0M | 8% | Mar 2026 |
|
| Riverbend Wealth Management | 194k | $5.0M | 14% | Mar 2026 |
|
| ALPS Advisors | 148k | $3.8M | 0% | Mar 2026 |
|
| Raymond James Financial | 138k | $3.6M | 4% | Dec 2025 |
|
| LPL Financial | 135k | $3.5M | 42% | Mar 2026 |
|
| Bank of America Corporation | 116k | $3.0M | 100% | Mar 2026 |
|
| First Foundation Advisors | 115k | $3.0M | -2% | Mar 2026 |
|
| Citadel Advisors | 95k | $2.4M | -36% | Mar 2026 |
|
| Crestwood Advisors | 91k | $2.3M | 18% | Mar 2026 |
|
| Blue Line Capital, LLC / IL | 87k | $2.2M | 419% | Mar 2026 |
|
| Fermata Advisors | 82k | $2.1M | 0% | Mar 2026 |
|
| Arsenal Capital Advisors | 79k | $2.0M | 100% | Mar 2026 |
|
| Wells Fargo & Company | 65k | $1.7M | 22% | Mar 2026 |
|
| Toroso Investments | 61k | $1.6M | 47% | Mar 2026 |
|
| Signal Advisors Wealth | 57k | $1.5M | 100% | Mar 2026 |
|
| Goldman Sachs Group | 50k | $1.3M | 100% | Mar 2026 |
|
| Boyer Financial Services | 40k | $1.0M | -31% | Mar 2026 |
|
| G&S Capital | 39k | $1000k | -5% | Mar 2026 |
|
| Triumph Capital Management | 35k | $911k | -6% | Mar 2026 |
|
| Envestnet Asset Management | 35k | $891k | 100% | Mar 2026 |
|
| Legacy Capital Wealth Partners | 34k | $877k | -4% | Dec 2025 |
|
| Wealth Enhancement Trust Services | 31k | $787k | 14% | Mar 2026 |
|
| Apollon Wealth Management | 27k | $688k | 0% | Mar 2026 |
|
| Commonwealth Equity Services | 25k | $632k | 9% | Mar 2026 |
|
| LLBH Private Wealth Management | 24k | $625k | 14% | Dec 2025 |
|
| Jane Street | 24k | $616k | 187% | Mar 2026 |
|
| Susquehanna International | 20k | $525k | 100% | Dec 2025 |
|
| SRS Capital Advisors | 20k | $513k | 8% | Mar 2026 |
|
| AQR Capital Management | 18k | $464k | 135% | Mar 2026 |
|
| Morgan Stanley | 17k | $443k | 0% | Mar 2026 |
|
| Advisor Group Holdings | 17k | $434k | 84% | Dec 2025 |
|
| Kestra Advisory Services | 16k | $417k | -2% | Mar 2026 |
|
| Concurrent Investment Advisors | 15k | $391k | 31% | Mar 2026 |
|
| Tribridge Partners Financial | 13k | $331k | -5% | Mar 2026 |
|
| Summit Financial | 11k | $276k | -37% | Mar 2026 |
|
| Stifel Financial | 10k | $258k | 9% | Mar 2026 |
|
| Strategic Financial Concepts | 9.6k | $248k | 100% | Mar 2026 |
|
| Peoples Bank National Association | 9.0k | $232k | 100% | Mar 2026 |
|
| Quantinno Capital Management | 8.0k | $207k | 100% | Mar 2026 |
|
| Madrid Financial Services | 7.9k | $203k | 100% | Mar 2026 |
|
| Fifth Third Bancorp | 7.5k | $193k | 100% | Mar 2026 |
|
| Brian McDonald | 7.5k | $195k | 6% | Dec 2025 |
|
| MAI Wealth Advisors | 2.2k | $57k | -32% | Mar 2026 |
|
| Johnson Financial Group | 2.1k | $54k | 100% | Mar 2026 |
|
| Hartland & Co | 976.00 | $25k | 100% | Mar 2026 |
|
| Franklin Resources | 934.00 | $24k | 0% | Mar 2026 |
|
| Family Capital Trust Company | 633.00 | $16k | 3% | Mar 2026 |
|
| AE Wealth Management | 631.00 | $16k | 0% | Mar 2026 |
|
| Harbor Investment Advisory | 466.00 | $12k | 100% | Mar 2026 |
|
| Signature Resources Capital Management | 414.00 | $11k | 100% | Mar 2026 |
|
| Operose Advisors | 256.00 | $6.6k | 0% | Mar 2026 |
|
| SOA Wealth Advisors | 206.00 | $5.3k | 0% | Mar 2026 |
|
| Fwl Investment Management | 178.00 | $4.7k | 0% | Dec 2025 |
|
| Assetmark | 96.00 | $2.5k | -68% | Mar 2026 |
|
| Hanson McClain Advisors | 36.00 | $938.998800 | 100% | Dec 2025 |
|
| Smartleaf Asset Management | 5.00 | $128.000000 | 100% | Mar 2026 |
|
Who sold out of Alps Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 56M | $1.4B |
| Advisory Resource Group | Sep 2025 | 477k | $13M |
| Main Street Financial Solutions | Sep 2025 | 78k | $2.0M |
| Jpmorgan Chase & Co | Sep 2025 | 22k | $573k |
| Curbstone Financial Management | Dec 2025 | 21k | $557k |
| Signature Estate and Investment Advisors | Dec 2025 | 20k | $513k |
| Stratos Wealth Partners | Dec 2025 | 18k | $476k |
| Rockefeller Capital Management | Dec 2025 | 10k | $261k |
| Old Mission Capital | Sep 2025 | 9.3k | $242k |
| CWM | Sep 2025 | 6.2k | $161k |
| BlackRock | Dec 2025 | 4.8k | $125k |
| Royal Bank of Canada | Sep 2025 | 3.1k | $81k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 2.9k | $77k |
| GPS Wealth Strategies Group | Sep 2025 | 1.7k | $45k |
| Fairway Wealth | Dec 2025 | 570.00 | $15k |
| O'shaughnessy Asset Management | Dec 2025 | 19.00 | $494.999400 |