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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Triumph Capital Management	Shares	7.1KSH	$316.2K
2	Diligent Investors, LLC	Shares	6.4KSH	$284.5K
3	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	4.5KSH	$200.0K
4	Golden State Wealth Management, LLC	Shares	2.4KSH	$108.8K
5	Financial Perspectives, Inc	Shares	521SH	$23.2K
6	KERR FINANCIAL PLANNING Corp	Shares	151SH	$6.7K
7	CoreCap Advisors, LLC	Shares	100SH	$4.5K
8	Smallwood Wealth Investment Management, LLC	Shares	46SH	$2.0K
9	Farther Finance Advisors, LLC	Shares	38SH	$1.7K
10	SJS Investment Consulting Inc.	Shares	5SH	$223
11	Capital Advisors, Ltd. LLC	Shares	3.3KSH	$147

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

13 / 13 loaded

#		Instrument
1	Triumph Capital Management added	Shares	+796	+$58.9K	$316.2K
2	Diligent Investors, LLC unchanged	Shares	0	+$23.7K	$284.5K
3	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed	Shares	-76	+$13.6K	$200.0K
4	Financial Perspectives, Inc unchanged	Shares	0	+$1.9K	$23.2K
5	CoreCap Advisors, LLC unchanged	Shares	0	+$372	$4.5K
6	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$170	$2.0K
7	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	+$149	$6.7K
8	Farther Finance Advisors, LLC unchanged	Shares	0	+$130	$1.7K
9	SJS Investment Consulting Inc. unchanged	Shares	0	+$18	$223
10	Capital Advisors, Ltd. LLC trimmed	Shares	-500	-$9	$147
11	Golden State Wealth Management, LLC trimmed	Shares	-330	-$4.4K	$108.8K
12	IFP Advisors, Inc exited	Shares	-150	-$6.1K	$0
13	Portus Wealth Advisors, LLC exited	Shares	-930	-$37.9K	$0

Filing Research | ALPS ETF TR Institutional Holdings