CUSIP 00162Q395
ALPS ETF TR
139 institutions · $575.2M total · 13,609,937 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 1,924,190 | $84.2M | 14.13% | 2025-12-31 |
| 2 | MORGAN STANLEY | 1,648,413 | $72.1M | 12.11% | 2025-12-31 |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,248,615 | $54.6M | 9.17% | 2025-12-31 |
| 4 | Cetera Investment Advisers | 1,091,216 | $47.7M | 8.01% | 2025-12-31 |
| 5 | AVANTAX ADVISORY SERVICES, INC. | 902,661 | $39.0M | 6.63% | 2025-06-30 |
| 6 | Sanctuary Advisors, LLC | 884,770 | $38.7M | 6.50% | 2025-12-31 |
| 7 | LPL Financial LLC | 610,970 | $26.7M | 4.48% | 2025-12-31 |
| 8 | UBS Group AG | 513,933 | $22.5M | 3.77% | 2025-12-31 |
| 9 | Stonehearth Capital Management, LLC | 368,002 | $16.1M | 2.70% | 2025-12-31 |
| 10 | WELLS FARGO & COMPANY/MN | 232,333 | $10.2M | 1.70% | 2025-12-31 |
| 11 | Royal Bank of Canada | 207,815 | $9.1M | 1.52% | 2025-12-31 |
| 12 | BANK OF AMERICA CORP /DE/ | 201,115 | $9.0M | 1.47% | 2025-12-31 |
| 13 | STIFEL FINANCIAL CORP | 184,024 | $8.0M | 1.35% | 2025-12-31 |
| 14 | FSA WEALTH PARTNERS, INC. | 164,896 | $7.2M | 1.21% | 2025-12-31 |
| 15 | LEVEL FOUR ADVISORY SERVICES, LLC | 160,409 | $7.0M | 1.17% | 2025-12-31 |
| 16 | Mason & Associates Inc | 130,273 | $5.7M | 0.95% | 2025-12-31 |
| 17 | TWO SIGMA INVESTMENTS, LP | 125,900 | $5.5M | 0.92% | 2025-12-31 |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 117,314 | $5.1M | 0.86% | 2025-12-31 |
| 19 | MML INVESTORS SERVICES, LLC | 116,308 | $5.1M | 0.85% | 2025-12-31 |
| 20 | KICKSTAND VENTURES, LLC. | 112,936 | $4.9M | 0.82% | 2025-12-31 |
| 21 | Duncan Williams Asset Management, LLC | 107,934 | $4.7M | 0.79% | 2025-06-30 |
| 22 | CASTLE WEALTH MANAGEMENT LLC | 98,399 | $4.3M | 0.72% | 2025-12-31 |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 93,035 | $4.1M | 0.68% | 2025-12-31 |
| 24 | JONES FINANCIAL COMPANIES LLLP | 90,202 | $3.9M | 0.66% | 2025-12-31 |
| 25 | SHEETS SMITH WEALTH MANAGEMENT | 88,122 | $3.9M | 0.64% | 2025-12-31 |
| 26 | Premier Path Wealth Partners, LLC | 82,095 | $3.6M | 0.60% | 2025-12-31 |
| 27 | Secure Asset Management, LLC | 80,708 | $3.5M | 0.59% | 2025-12-31 |
| 28 | BEAM WEALTH ADVISORS, INC. | 68,603 | $3.0M | 0.50% | 2025-12-31 |
| 29 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 68,533 | $3.0M | 0.50% | 2025-12-31 |
| 30 | KESTRA PRIVATE WEALTH SERVICES, LLC | 64,759 | $2.8M | 0.47% | 2025-12-31 |
| 31 | Wealthspire Advisors, LLC | 64,638 | $2.8M | 0.47% | 2025-12-31 |
| 32 | Park Edge Advisors, LLC | 58,436 | $2.6M | 0.42% | 2025-12-31 |
| 33 | Equitable Holdings, Inc. | 57,595 | $2.5M | 0.42% | 2025-12-31 |
| 34 | Advisory Services Network, LLC | 56,410 | $2.5M | 0.41% | 2025-12-31 |
| 35 | Axiom Financial Strategies, LLC | 51,012 | $2.2M | 0.37% | 2025-12-31 |
| 36 | Summit Financial Wealth Advisors, LLC | 48,140 | $2.1M | 0.35% | 2025-12-31 |
| 37 | &PARTNERS | 47,769 | $2.1M | 0.35% | 2025-12-31 |
| 38 | Private Advisor Group, LLC | 46,860 | $2.0M | 0.34% | 2025-12-31 |
| 39 | BROWN ADVISORY INC | 44,300 | $1.9M | 0.32% | 2025-12-31 |
| 40 | Haverford Trust Co | 44,255 | $1.9M | 0.32% | 2025-12-31 |
| 41 | Bank of New York Mellon Corp | 37,278 | $1.6M | 0.27% | 2025-12-31 |
| 42 | WealthPlan Investment Management, LLC | 36,553 | $1.6M | 0.26% | 2025-12-31 |
| 43 | Clay Northam Wealth Management, LLC | 33,388 | $1.5M | 0.24% | 2025-12-31 |
| 44 | JANE STREET GROUP, LLC | 29,427 | $1.3M | 0.21% | 2025-09-30 |
| 45 | OSAIC HOLDINGS, INC. | 26,610 | $1.2M | 0.19% | 2025-12-31 |
| 46 | Fiduciary Planning LLC | 26,052 | $1.1M | 0.19% | 2025-12-31 |
| 47 | Stratos Wealth Partners, LTD. | 23,735 | $1.0M | 0.17% | 2025-12-31 |
| 48 | Gladstone Institutional Advisory LLC | 23,291 | $1.0M | 0.17% | 2025-12-31 |
| 49 | JPMORGAN CHASE & CO | 22,615 | $989.2K | 0.16% | 2025-12-31 |
| 50 | Steward Partners Investment Advisory, LLC | 21,224 | $928.3K | 0.15% | 2025-12-31 |
| 51 | TRUIST FINANCIAL CORP | 20,908 | $914.5K | 0.15% | 2025-12-31 |
| 52 | Beacon Financial Advisory LLC | 20,733 | $906.8K | 0.15% | 2025-12-31 |
| 53 | Sigma Planning Corp | 20,450 | $894.5K | 0.15% | 2025-12-31 |
| 54 | Arkadios Wealth Advisors | 19,941 | $872.2K | 0.14% | 2025-12-31 |
| 55 | Acorn Wealth Advisors, LLC | 19,505 | $853.2K | 0.14% | 2025-12-31 |
| 56 | COMMONWEALTH EQUITY SERVICES, LLC | 19,413 | $849.1K | 0.14% | 2025-12-31 |
| 57 | Mutual Advisors, LLC | 18,335 | $802.0K | 0.13% | 2025-12-31 |
| 58 | VestGen Advisors, LLC | 16,691 | $730.1K | 0.12% | 2025-12-31 |
| 59 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,905 | $695.7K | 0.11% | 2025-12-31 |
| 60 | CITADEL ADVISORS LLC | 15,352 | $687.8K | 0.11% | 2025-09-30 |
| 61 | FLAGSTAR ADVISORS INC | 15,593 | $682.0K | 0.11% | 2025-12-31 |
| 62 | TFO Wealth Partners, LLC | 15,528 | $679.2K | 0.11% | 2025-12-31 |
| 63 | Berkeley, Inc | 15,465 | $676.4K | 0.11% | 2025-12-31 |
| 64 | Apollon Wealth Management, LLC | 15,198 | $664.7K | 0.11% | 2025-12-31 |
| 65 | National Wealth Management Group, LLC | 14,272 | $624.3K | 0.10% | 2025-12-31 |
| 66 | Strategic Financial Concepts, LLC | 13,403 | $600.5K | 0.09% | 2025-09-30 |
| 67 | HORAN Wealth, LLC | 13,597 | $594.8K | 0.09% | 2025-12-31 |
| 68 | EVERPAR ADVISORS LLC | 12,885 | $563.6K | 0.09% | 2025-12-31 |
| 69 | CARY STREET PARTNERS FINANCIAL LLC | 11,113 | $486.1K | 0.08% | 2025-12-31 |
| 70 | OneAscent Wealth Management LLC | 10,579 | $462.7K | 0.07% | 2025-12-31 |
| 71 | Royal Palms Capital LLC | 10,395 | $454.7K | 0.07% | 2025-12-31 |
| 72 | Nova Wealth Management, Inc. | 10,231 | $447.5K | 0.07% | 2025-12-31 |
| 73 | Focus Partners Advisor Solutions, LLC | 9,994 | $437.2K | 0.07% | 2025-12-31 |
| 74 | Intrepid Financial Planning Group LLC | 9,761 | $426.9K | 0.07% | 2025-12-31 |
| 75 | BXM Wealth LLC | 9,750 | $426.5K | 0.07% | 2025-12-31 |
| 76 | Cambridge Advisors Inc. | 9,737 | $425.9K | 0.07% | 2025-12-31 |
| 77 | Dynamic Advisor Solutions LLC | 9,668 | $422.9K | 0.07% | 2025-12-31 |
| 78 | Brady Martz Wealth Solutions, LLC | 9,561 | $418.2K | 0.07% | 2025-12-31 |
| 79 | Ellsworth Advisors, LLC | 8,515 | $390.3K | 0.06% | 2025-12-31 |
| 80 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,851 | $352.6K | 0.05% | 2025-12-31 |
| 81 | Prasad Wealth Partners, LLC | 7,980 | $349.1K | 0.05% | 2025-12-31 |
| 82 | Cresset Asset Management, LLC | 7,711 | $345.5K | 0.05% | 2025-12-31 |
| 83 | USA FINANCIAL FORMULAS | 7,815 | $341.8K | 0.05% | 2025-12-31 |
| 84 | Regal Investment Advisors LLC | 7,441 | $333.4K | 0.05% | 2025-09-30 |
| 85 | HighTower Advisors, LLC | 7,608 | $332.8K | 0.05% | 2025-12-31 |
| 86 | Signature Equity Partners, LLC | 6,771 | $296.2K | 0.04% | 2025-12-31 |
| 87 | Kingsview Wealth Management, LLC | 6,564 | $294.1K | 0.04% | 2025-09-30 |
| 88 | Blue Chip Partners, LLC | 6,709 | $293.5K | 0.04% | 2025-12-31 |
| 89 | ACCREDITED INVESTOR SERVICES, LLC | 6,621 | $289.6K | 0.04% | 2025-12-31 |
| 90 | GOLDMAN SACHS GROUP INC | 6,422 | $280.9K | 0.04% | 2025-12-31 |
| 91 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 5,979 | $261.5K | 0.04% | 2025-12-31 |
| 92 | MGO ONE SEVEN LLC | 5,664 | $253.7K | 0.04% | 2025-09-30 |
| 93 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,534 | $241.8K | 0.04% | 2025-12-31 |
| 94 | Diligent Investors, LLC | 5,480 | $239.7K | 0.04% | 2025-12-31 |
| 95 | Aptus Capital Advisors, LLC | 5,182 | $226.7K | 0.03% | 2025-12-31 |
| 96 | Rockefeller Capital Management L.P. | 4,734 | $207.1K | 0.03% | 2025-12-31 |
| 97 | Ausdal Financial Partners, Inc. | 4,434 | $193.9K | 0.03% | 2025-12-31 |
| 98 | Tower Research Capital LLC (TRC) | 4,095 | $183.5K | 0.03% | 2025-09-30 |
| 99 | Kestra Advisory Services, LLC | 3,780 | $165.3K | 0.02% | 2025-12-31 |
| 100 | Richardson Capital Management LLC | 3,750 | $164.0K | 0.02% | 2025-12-31 |
| 101 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3,291 | $144.0K | 0.02% | 2025-12-31 |
| 102 | FMR LLC | 3,105 | $135.8K | 0.02% | 2025-12-31 |
| 103 | FARMERS & MERCHANTS INVESTMENTS INC | 2,821 | $123.4K | 0.02% | 2025-12-31 |
| 104 | HARBOUR INVESTMENTS, INC. | 2,472 | $108.1K | 0.01% | 2025-12-31 |
| 105 | GoalVest Advisory LLC | 2,217 | $99.3K | 0.01% | 2025-09-30 |
| 106 | COMERICA BANK | 1,572 | $68.8K | 0.01% | 2025-12-31 |
| 107 | Miller Capital Partners, Inc. | 1,124 | $49.2K | 0.00% | 2025-12-31 |
| 108 | Triumph Capital Management | 1,087 | $47.5K | 0.00% | 2025-12-31 |
| 109 | IFP Advisors, Inc | 1,013 | $45.4K | 0.00% | 2025-12-31 |
| 110 | Canton Hathaway, LLC | 1,000 | $43.7K | 0.00% | 2025-12-31 |
| 111 | Ameritas Advisory Services, LLC | 817 | $36.6K | 0.00% | 2025-09-30 |
| 112 | Sunrise Financial Services, LLC | 821 | $35.9K | 0.00% | 2025-12-31 |
| 113 | SALEM INVESTMENT COUNSELORS INC | 684 | $30.6K | 0.00% | 2025-09-30 |
| 114 | PNC Financial Services Group, Inc. | 700 | $30.6K | 0.00% | 2025-12-31 |
| 115 | Golden State Wealth Management, LLC | 700 | $30.6K | 0.00% | 2025-12-31 |
| 116 | Farther Finance Advisors, LLC | 603 | $26.4K | 0.00% | 2025-12-31 |
| 117 | ARMSTRONG ADVISORY GROUP, INC | 561 | $24.5K | 0.00% | 2025-12-31 |
| 118 | ORG Partners LLC | 496 | $21.7K | 0.00% | 2025-12-31 |
| 119 | Thrivent Financial for Lutherans | 283,296 | $12.5K | 2.08% | 2025-12-31 |
| 120 | AdvisorNet Financial, Inc | 200 | $9.0K | 0.00% | 2025-09-30 |
| 121 | AlphaCore Capital LLC | 190 | $8.3K | 0.00% | 2025-12-31 |
| 122 | Johnson Financial Group, Inc. | 190 | $8.3K | 0.00% | 2025-12-31 |
| 123 | NewEdge Advisors, LLC | 167 | $7.3K | 0.00% | 2025-12-31 |
| 124 | Quent Capital, LLC | 154 | $6.7K | 0.00% | 2025-12-31 |
| 125 | Global Retirement Partners, LLC | 126 | $5.5K | 0.00% | 2025-12-31 |
| 126 | AE Wealth Management LLC | 96 | $4.3K | 0.00% | 2025-09-30 |
| 127 | CoreCap Advisors, LLC | 64 | $2.8K | 0.00% | 2025-12-31 |
| 128 | ASSETMARK, INC | 63 | $2.8K | 0.00% | 2025-12-31 |
| 129 | Cambridge Investment Research Advisors, Inc. | 62,824 | $2.7K | 0.46% | 2025-12-31 |
| 130 | THOROUGHBRED FINANCIAL SERVICES, LLC | 41,442 | $1.8K | 0.30% | 2025-12-31 |
| 131 | MAI Capital Management | 40 | $1.8K | 0.00% | 2025-12-31 |
| 132 | PARK AVENUE SECURITIES LLC | 31,815 | $1.4K | 0.23% | 2025-12-31 |
| 133 | Qube Research & Technologies Ltd | 31 | $1.4K | 0.00% | 2025-12-31 |
| 134 | Janney Montgomery Scott LLC | 26,621 | $1.2K | 0.19% | 2025-12-31 |
| 135 | ELEVATION POINT WEALTH PARTNERS, LLC | 9 | $389 | 0.00% | 2025-12-31 |
| 136 | Capital Advisors, Ltd. LLC | 7,242 | $317 | 0.05% | 2025-12-31 |
| 137 | Capital Analysts, LLC | 745 | $33 | 0.00% | 2025-12-31 |
| 138 | HANTZ FINANCIAL SERVICES, INC. | 738 | $32 | 0.00% | 2025-12-31 |
| 139 | CWM, LLC | 126 | $6 | 0.00% | 2025-09-30 |