DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
IDOG

ALPS ETF TR

78 institutions still hold ALPS ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00162Q718·78 13F holders·last filed Mar 31, 2026
Market cap
2.0%
vs prior quarter
13F value held
$316M
66.0% inst. owned
of float
Holders
78
+131 QoQ
filers reporting
Activity
+10 / −85
+848 added · −741 reduced
this quarter
Concentration
18.39%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported IDOG in Q1 2026. MORGAN STANLEY leads at 18.4% of the visible book. +131 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$58M1.4M0.00%Q1 2026
02
Avantax Planning Partners, Inc.
CIK 0001005441
$39M937K1.07%Q1 2026
03
Cetera Investment Advisers
CIK 0001666741
$36M871K0.04%Q1 2026
04
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$27M809K0.15%Q2 2025
05
Del-Sette Capital Management, LLC
CIK 0001610580
$19M448K11.16%Q1 2026
06
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$15M353K0.15%Q1 2026
07
Brady Martz Wealth Solutions, LLC
CIK 0002049470
$14M342K2.43%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M336K0.00%Q1 2026
09
LPL Financial LLC
CIK 0001403438
$13M308K0.00%Q1 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M279K0.00%Q1 2026
11
MGO ONE SEVEN LLC
CIK 0001731444
$12M279K0.23%Q1 2026
12
UBS Group AG
CIK 0001610520
$11M270K0.00%Q1 2026
13
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M235K0.00%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$6M146K0.00%Q1 2026
15
ForthRight Wealth Management, LLC
CIK 0001841633
$6M136K1.61%Q1 2026
16
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M132K0.00%Q1 2026
17
Tenzing Financial LLC
CIK 0002111360
$5M125K4.07%Q1 2026
18
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M112K0.01%Q1 2026
19
American Alpha Advisors, LLC
CIK 0002041441
$5M119K2.72%Q4 2025
20
First Horizon Advisors, Inc.
CIK 0001588539
$5M135K0.12%Q2 2025
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