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

ALPS ETF TR

22 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 00162Q379·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
22
filers reporting
Concentration
50.23%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported OEFA in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 50.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M292K0.00%Q2 202602
CITADEL ADVISORS LLC
CIK 0001423053
$4M121K0.00%Q4 202503
LPL Financial LLC
CIK 0001403438
$2M47K0.00%Q2 202604
ALPS ADVISORS INC
CIK 0001376113
$1M34K0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M30K0.00%Q2 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$640K19K0.00%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$304K9K0.00%Q2 202608
USA FINANCIAL FORMULAS
CIK 0001534358
$278K8K0.05%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$250K8K0.00%Q1 202610
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$218K6K0.00%Q2 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$155K4K0.00%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$106K3K0.00%Q2 202613
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$62K2K0.01%Q2 202514
MORGAN STANLEY
CIK 0000895421
$17K5000.00%Q2 202615
CWM, LLC
CIK 0001535847
$15K4900.00%Q1 202616
UBS Group AG
CIK 0001610520
$14K4120.00%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$14K4000.00%Q2 202618
Institute for Wealth Management, LLC.
CIK 0001533954
$10K2800.00%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2K690.00%Q2 202620
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$621180.00%Q2 2026
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