13F Insight
DOSSIER · 13F Holders · Q2 2026
BFOR

ALPS ETF TR

47 institutions still hold ALPS ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00162Q726·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$84M
visible holders
Holders
47
filers reporting
Concentration
55.57%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported BFOR in Q2 2026. MORGAN STANLEY leads at 55.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$46M486K0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M118K0.00%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M86K0.00%Q2 202604
Trilogy Capital Inc.
CIK 0001722512
$4M44K0.16%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M16K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$1M13K0.00%Q2 202607
Alteri Wealth LLC
CIK 0002054980
$1M13K0.35%Q2 202608
Veltria Advisors Corp.
CIK 0001941369
$1M46K1.67%Q2 202609
Sanctuary Advisors, LLC
CIK 0001777271
$1M11K0.01%Q2 202610
RMR Capital Management, LLC
CIK 0002032709
$1M11K0.73%Q2 202611
BOSUN ASSET MANAGEMENT, LLC
CIK 0001794972
$956K10K0.49%Q2 202612
UBS Group AG
CIK 0001610520
$918K10K0.00%Q2 202613
Waverly Advisors, LLC
CIK 0001568787
$810K8K0.00%Q2 202614
Aspire Capital Advisors LLC
CIK 0001906014
$636K7K0.12%Q2 202615
FMR LLC
CIK 0000315066
$575K6K0.00%Q2 202616
Texas Yale Capital Corp.
CIK 0001332342
$552K23K0.01%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$502K5K0.00%Q2 202618
CITADEL ADVISORS LLC
CIK 0001423053
$420K5K0.00%Q4 202519
STIFEL FINANCIAL CORP
CIK 0000720672
$408K4K0.00%Q2 202620
IFP Advisors, Inc
CIK 0001641866
$401K4K0.01%Q2 2026
Page 1 of 3
27 more holders available. Log in →