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

ALPS ETF TR

84 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 00162Q346·84 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
84
filers reporting
Concentration
58.36%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

84 institutions reported SMTH in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 58.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1.3B49.7M2.10%Q2 202602
Annex Advisory Services, LLC
CIK 0001542287
$238M9.2M4.06%Q2 202603
SHUFRO ROSE & CO LLC
CIK 0000908195
$132M5.1M8.94%Q1 202604
Trilogy Capital Inc.
CIK 0001722512
$108M4.2M4.18%Q2 202605
Stratos Investment Management, LLC
CIK 0001707206
$88M3.4M3.54%Q1 202606
Bank of New York Mellon Corp
CIK 0001390777
$57M2.2M0.01%Q1 202607
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$41M1.6M4.81%Q2 202608
Hamilton Wealth, LLC
CIK 0001760263
$34M1.3M6.65%Q1 202609
LEVEL FOUR ADVISORY SERVICES, LLC
CIK 0001696715
$32M1.2M1.05%Q1 202610
Meridian Wealth Management, LLC
CIK 0001697300
$22M855K0.77%Q1 202611
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$19M732K0.04%Q1 202612
ADAPT WEALTH ADVISORS, LLC
CIK 0002013937
$19M722K6.73%Q1 202613
Traction Financial Partners, LLC
CIK 0002007748
$17M677K10.74%Q1 202614
Principle Wealth Partners LLC
CIK 0001743413
$17M677K1.00%Q1 202615
NorthCrest Asset Manangement, LLC
CIK 0001893159
$14M558K0.37%Q2 202616
Guardian Financial Partners, LLC
CIK 0001723514
$14M530K5.31%Q2 202617
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$12M481K1.61%Q2 202618
Vise Technologies, Inc.
CIK 0001812090
$12M465K0.24%Q1 202619
World Investment Advisors
CIK 0001652594
$11M436K0.18%Q1 202620
Old Port Advisors
CIK 0001744348
$11M431K2.19%Q2 2026
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