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 17 institutions that hold shares in the stock, with a total of 461,137 shares, which have been reported (via 13F filing form) to have a value of $12.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
121,326
shares
|
$3.31 Million
0.88% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
116,917
shares
|
$3.19 Million
0.12% of portfolio
|
Q4 2024
Added 382.97%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
94,488
shares
|
$2.58 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,984
shares
|
$709,623
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
25,057
shares
|
$684,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
22,737
shares
|
$620,947
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
20,982
shares
|
$573,018
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
13,990
shares
|
$382,066
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
9,113
shares
|
$248,876
0.05% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,372
shares
|
$92,089
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,815
shares
|
$76,877
0.0% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
2,814
shares
|
$76,850
0.06% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
759
shares
|
$20,728
0.0% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
500
shares
|
$13,655
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
166
shares
|
$4,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
117
shares
|
$3,195
0.0% of portfolio
|
Q3 2024
Added 11600.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|