Filing Research | ALPS ETF TR Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Capital Investment Counsel, LLC	Shares	94.1KSH	$6.4M
2	Dynamic Advisor Solutions LLC	Shares	73.0KSH	$5.0M
3	IFP Advisors, Inc	Shares	61.1KSH	$4.2M
4	TMB Capital Partners, LLC	Shares	33.0KSH	$2.3M
5	Sage Capital Management, LLC	Shares	28.4KSH	$1.9M
6	Cypress Wealth Services, LLC	Shares	18.8KSH	$1.3M
7	Apollon Wealth Management, LLC	Shares	18.4KSH	$1.3M
8	Prospera Financial Services Inc	Shares	16.8KSH	$1.1M
9	Summit Financial Wealth Advisors, LLC	Shares	15.2KSH	$1.0M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.4KSH	$942.7K
11	J.W. COLE ADVISORS, INC.	Shares	8.3KSH	$566.4K
12	D.A. DAVIDSON & CO.	Shares	8.3KSH	$565.0K
13	Wealthcare Capital Partners, LLC	Shares	8.3KSH	$564.3K
14	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	7.3KSH	$495.4K
15	CATHY PARETO & ASSOCIATES, INC	Shares	7.2KSH	$492.2K
16	PFG Investments, LLC	Shares	6.7KSH	$454.7K
17	Allied Private Wealth LLC	Shares	6.0KSH	$414.0K
18	TCFG Investment Advisors, LLC	Shares	5.3KSH	$363.8K
19	Wealthcare Advisory Partners LLC	Shares	5.3KSH	$362.1K
20	Commonwealth Financial Services, LLC	Shares	5.2KSH	$352.7K
21	First Heartland Consultants, Inc.	Shares	4.7KSH	$317.6K
22	CENTRAL VALLEY ADVISORS, LLC	Shares	4.1KSH	$277.1K
23	MKT Advisors LLC	Shares	3.9KSH	$274.8K
24	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	3.8KSH	$261.2K
25	Well Done, LLC	Shares	3.3KSH	$225.3K
26	Investors Research Corp	Shares	2.7KSH	$185.1K
27	LANARK FINANCIAL, INC.	Shares	2.0KSH	$137.2K
28	Farther Finance Advisors, LLC	Shares	1.8KSH	$123.0K
29	CoreCap Advisors, LLC	Shares	1.1KSH	$76.5K
30	Key FInancial Inc	Shares	1.1KSH	$74.9K
31	SIGNATUREFD, LLC	Shares	1.0KSH	$68.2K
32	SOA Wealth Advisors, LLC.	Shares	555SH	$37.9K
33	Trust Co	Shares	308SH	$21.0K
34	Triumph Capital Management	Shares	218SH	$14.9K
35	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	150SH	$10.2K
36	Golden State Wealth Management, LLC	Shares	149SH	$10.2K
37	Register Financial Advisors LLC	Shares	100SH	$6.8K
38	LifeSteps Financial, Inc.	Shares	95SH	$6.5K
39	DHJJ Financial Advisors, Ltd.	Shares	11SH	$725
40	DELTA CAPITAL MANAGEMENT LLC	Shares	3.3KSH	$225
41	Bogart Wealth, LLC	Shares	2SH	$136

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Capital Investment Counsel, LLC added	Shares	+1.3K	+$381.4K	$6.4M
2	IFP Advisors, Inc added	Shares	+2.3K	+$345.3K	$4.2M
3	Dynamic Advisor Solutions LLC added	Shares	+52	+$235.8K	$5.0M
4	TMB Capital Partners, LLC trimmed	Shares	-121	+$97.3K	$2.3M
5	Summit Financial Wealth Advisors, LLC added	Shares	+577	+$86.0K	$1.0M
6	Cypress Wealth Services, LLC added	Shares	+121	+$67.9K	$1.3M
7	CATHY PARETO & ASSOCIATES, INC added	Shares	+569	+$60.0K	$492.2K
8	Sage Capital Management, LLC trimmed	Shares	-595	+$51.8K	$1.9M
9	J.W. COLE ADVISORS, INC. added	Shares	+188	+$38.7K	$566.4K
10	Farther Finance Advisors, LLC added	Shares	+480	+$37.2K	$123.0K
11	Wealthcare Advisory Partners LLC added	Shares	+257	+$33.6K	$362.1K
12	D.A. DAVIDSON & CO. added	Shares	+100	+$32.9K	$565.0K
13	Wealthcare Capital Partners, LLC unchanged	Shares	0	+$26.3K	$564.3K
14	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+16	+$24.1K	$495.4K
15	Trust Co new	Shares	+308	+$21.0K	$21.0K
16	MKT Advisors LLC unchanged	Shares	0	+$19.6K	$274.8K
17	TCFG Investment Advisors, LLC unchanged	Shares	0	+$17.0K	$363.8K
18	Commonwealth Financial Services, LLC unchanged	Shares	0	+$16.5K	$352.7K
19	First Heartland Consultants, Inc. unchanged	Shares	0	+$14.8K	$317.6K
20	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$12.2K	$261.2K
21	Well Done, LLC trimmed	Shares	-14	+$9.6K	$225.3K
22	LANARK FINANCIAL, INC. added	Shares	+1	+$6.5K	$137.2K
23	LifeSteps Financial, Inc. new	Shares	+95	+$6.5K	$6.5K
24	PFG Investments, LLC trimmed	Shares	-248	+$5.1K	$454.7K
25	CoreCap Advisors, LLC added	Shares	+2	+$3.6K	$76.5K
26	Triumph Capital Management added	Shares	+45	+$3.6K	$14.9K
27	Key FInancial Inc unchanged	Shares	0	+$3.5K	$74.9K
28	SIGNATUREFD, LLC unchanged	Shares	0	+$3.2K	$68.2K
29	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$1.8K	$37.9K
30	Golden State Wealth Management, LLC added	Shares	+2	+$567	$10.2K
31	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$478	$10.2K
32	Register Financial Advisors LLC unchanged	Shares	0	+$318	$6.8K
33	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$34	$725
34	DELTA CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$10	$225
35	Bogart Wealth, LLC unchanged	Shares	0	+$6	$136
36	CENTRAL VALLEY ADVISORS, LLC trimmed	Shares	-533	-$21.7K	$277.1K
37	Wealth Science Advisors LLC exited	Shares	-405	-$24.5K	$0
38	Prospera Financial Services Inc trimmed	Shares	-1.5K	-$43.1K	$1.1M
39	Investors Research Corp trimmed	Shares	-1.5K	-$87.1K	$185.1K
40	Apollon Wealth Management, LLC trimmed	Shares	-2.4K	-$94.9K	$1.3M
41	Hibernia Wealth Partners, LLC exited	Shares	-3.6K	-$233.6K	$0
42	City Center Advisors, LLC exited	Shares	-3.9K	-$253.7K	$0
43	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-4.0K	-$261.1K	$0
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-22.2K	-$1.4M	$942.7K