Institutional Ownership Alps ETF Tr Disruptive Technol (DTEC)
This table provides information about the institutional ownership of Alps ETF Tr Disruptive Technol (DTEC). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 801,147 shares, which have been reported (via 13F filing form) to have a value of $37.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,008
shares
|
$280,092
0.0% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,589
shares
|
$260,559
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,490
shares
|
$255,943
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
5,456
shares
|
$254,358
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
5,368
shares
|
$250,256
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,179
shares
|
$241,444
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$233,100
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,655
shares
|
$217,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,455
shares
|
$67,832
0.0% of portfolio
|
Q4 2024
Reduced 64.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,444
shares
|
$67,319
0.01% of portfolio
|
Q4 2024
Added 63.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,419
shares
|
$66,153
0.0% of portfolio
|
Q2 2020
Reduced 9.04%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$55,944
0.0% of portfolio
|
Q3 2023
Reduced 26.15%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,178
shares
|
$54,918
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
702
shares
|
$32,727
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
645
shares
|
$30,069
0.0% of portfolio
|
Q1 2024
Added 5.74%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
500
shares
|
$23,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
425
shares
|
$19,813
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
400
shares
|
$18,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
294
shares
|
$13,706
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
265
shares
|
$12,354
0.0% of portfolio
|
Q4 2024
Added 20.45%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
155
shares
|
$7,226
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
101
shares
|
$4,708
0.0% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
35
shares
|
$1,631
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$46
0.01% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|