13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
SDOG

ALPS ETF TR

174 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 00162Q858·174 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.8%
vs prior quarter
13F value held
$361M
51.0% inst. owned
of float
Holders
174
-5 QoQ
filers reporting
Activity
+77 / −64
+810 added · −814 reduced
this quarter
Concentration
30.71%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

174 institutions reported SDOG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 30.7% of the visible book. -5 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$111M1.7M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$68M1.0M0.00%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$41M636K0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M318K0.01%Q1 202605
Del-Sette Capital Management, LLC
CIK 0001610580
$18M281K10.94%Q1 202606
UBS Group AG
CIK 0001610520
$18M279K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$18M277K0.00%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M192K0.02%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$10M156K0.00%Q1 202610
Capital Investment Counsel, LLC
CIK 0002033609
$6M93K0.83%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M76K0.00%Q1 202612
Dynamic Advisor Solutions LLC
CIK 0001599747
$5M73K0.15%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$4M65K0.00%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M61K0.00%Q1 202615
IFP Advisors, Inc
CIK 0001641866
$4M59K0.08%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$3M52K0.01%Q1 202617
Sanctuary Advisors, LLC
CIK 0001777271
$3M48K0.02%Q1 202618
Meridian Wealth Management, LLC
CIK 0001697300
$3M47K0.11%Q1 202619
JPL Wealth Management, LLC
CIK 0002010710
$3M46K0.68%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$3M45K0.00%Q1 2026
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