Institutional Ownership Alps ETF Tr Clean Energy ETF (ACES)
This table provides information about the institutional ownership of Alps ETF Tr Clean Energy ETF (ACES). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 2.83 Million shares, which have been reported (via 13F filing form) to have a value of $92.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,500
shares
|
$48,855
0.01% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,412
shares
|
$45,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
736
shares
|
$23,971
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
578
shares
|
$18,825
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
350
shares
|
$11,399
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
294
shares
|
$9,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
275
shares
|
$8,956
0.0% of portfolio
|
Q2 2020
Reduced 22.8%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
245
shares
|
$7,979
0.0% of portfolio
|
Q1 2023
Reduced 16.95%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
213
shares
|
$6,937
0.0% of portfolio
|
Q1 2024
Reduced 92.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
200
shares
|
$6,514
0.0% of portfolio
|
Q2 2023
Reduced 18.37%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
183
shares
|
$5,960
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
160
shares
|
$5,211
0.0% of portfolio
|
Q3 2025
Reduced 63.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
100
shares
|
$3,257
0.0% of portfolio
|
Q1 2025
Reduced 61.09%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
100
shares
|
$3,257
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
66
shares
|
$2,149
0.0% of portfolio
|
Q1 2025
Reduced 39.45%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
59
shares
|
$1,921
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
50
shares
|
$1,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
39
shares
|
$1,270
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
37
shares
|
$1,205
0.0% of portfolio
|
Q3 2025
Added 42.31%
|
|
|
Financial Management Professionals, Inc.
|
Jan 27, 2026 Q4 2025 |
25
shares
|
$814
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
7
shares
|
$227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3
shares
|
$97
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2
shares
|
$65
0.0% of portfolio
|
Q1 2022
Reduced 80.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2
shares
|
$65
0.0% of portfolio
|
Q4 2024
Reduced 99.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|