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 344,359 shares, which have been reported (via 13F filing form) to have a value of $9.13 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
145,061
shares
|
$3.85 Million
0.84% of portfolio
|
Q4 2025
Added 4.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
54,863
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 60.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
44,394
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
32,572
shares
|
$863,809
0.01% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,487
shares
|
$490,275
0.02% of portfolio
|
Q3 2025
Added 74.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
13,320
shares
|
$353,246
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
12,193
shares
|
$323,358
0.03% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
9,054
shares
|
$240,112
0.07% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
7,668
shares
|
$203,355
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3,754
shares
|
$99,556
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,849
shares
|
$49,035
0.0% of portfolio
|
Q1 2025
Reduced 25.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
748
shares
|
$19,836
0.0% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
293
shares
|
$7,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
60
shares
|
$1,591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
36
shares
|
$954
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
6
shares
|
$159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|