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 18 institutions that hold shares in the stock, with a total of 311,417 shares, which have been reported (via 13F filing form) to have a value of $8.11 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
121,326
shares
|
$3.15 Million
0.88% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
55,251
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 52.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,984
shares
|
$675,324
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
24,835
shares
|
$645,461
0.72% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
24,559
shares
|
$638,288
0.05% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
14,788
shares
|
$384,340
0.12% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
11,645
shares
|
$302,653
0.02% of portfolio
|
Q4 2024
Reduced 53.53%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
9,526
shares
|
$247,580
0.03% of portfolio
|
Q4 2024
Reduced 89.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
9,191
shares
|
$238,874
0.05% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
3,822
shares
|
$99,333
0.0% of portfolio
|
Q4 2024
Added 35.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,155
shares
|
$81,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
2,814
shares
|
$73,135
0.06% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,471
shares
|
$64,221
0.0% of portfolio
|
Q4 2024
Added 1388.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
790
shares
|
$20,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
759
shares
|
$19,726
0.0% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
500
shares
|
$12,995
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|