ALPS ETF TR (ELFY)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
46
Reporting holders
$69.1M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | $11.1M | 246,250 | 1.09% | 3q | +71.2%+$4.6M |
| OSAIC HOLDINGS, INC. | $9.3M | 207,964 | 0.01% | 4q | +98.7%+$4.6M |
| Prasad Wealth Partners, LLC | $8.9M | 198,882 | 2.15% | new | NEW |
| LPL Financial LLC | $6.9M | 153,569 | 0.00% | 2q | +297.5%+$5.2M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $3.9M | 87,045 | 0.11% | 2q | +1.4%+$54.7K |
| ALPS ADVISORS INC | $3.7M | 82,100 | 0.02% | 4q | -17.3%-$770.5K |
| Inspire Advisors, LLC | $3.0M | 67,484 | 0.21% | 2q | +2.7%+$79.3K |
| Trek Financial, LLC | $3.0M | 67,158 | 0.15% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M | 46,731 | 0.00% | 3q | +11.3%+$201.7K |
| Cetera Investment Advisers | $1.8M | 40,785 | 0.00% | 3q | +51.6%+$623.6K |
| NewEdge Advisors, LLC | $1.8M | 40,678 | 0.01% | 2q | +578.8%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 32,317 | 0.00% | 3q | -2.6%-$38.5K |
| Belpointe Asset Management LLC | $1.3M | 29,846 | 0.04% | 2q | HELD |
| BXM Wealth LLC | $1.1M | 25,015 | 0.61% | 3q | +319.7%+$856.4K |
| Farther Finance Advisors, LLC | $1.0M | 23,336 | 0.01% | 4q | -2.7%-$29.0K |
| GOLDMAN SACHS GROUP INC | $935.5K | 20,817 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $935.4K | 20,815 | 0.00% | 3q | +125.8%+$521.2K |
| Brookwood Investment Group LLC | $773.0K | 17,201 | 0.09% | 3q | -68.7%-$1.7M |
| Diversify Advisory Services, LLC | $716.8K | 17,393 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $716.8K | 17,393 | 0.01% | 2q | +61.7%+$273.5K |
| Equitable Holdings, Inc. | $582.9K | 12,970 | 0.00% | new | NEW |
| Strategic Financial Concepts, LLC | $578.7K | 12,875 | 0.17% | 2q | +4.0%+$22.2K |
| Summit Financial, LLC | $481.4K | 10,711 | 0.01% | 4q | +17.5%+$71.7K |
| RAYMOND JAMES FINANCIAL INC | $367.1K | 8,169 | 0.00% | 2q | +30.6%+$86.1K |
| STIFEL FINANCIAL CORP | $343.3K | 7,639 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $327.0K | 7,283 | 0.00% | 2q | +142.8%+$192.3K |
| Noble Wealth Management PBC | $314.1K | 6,990 | 0.14% | 4q | -8.3%-$28.5K |
| SILVER OAK SECURITIES, INCORPORATED | $308.7K | 6,868 | 0.02% | 2q | +1.8%+$5.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $301.0K | 6,698 | 0.00% | 4q | -7.0%-$22.6K |
| Sanctuary Advisors, LLC | $248.7K | 5,534 | 0.00% | 2q | +5.5%+$13.0K |
| Sigma Planning Corp | $215.3K | 4,791 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $131.5K | 2,925 | 0.00% | 5q | +7.2%+$8.8K |
| Register Financial Advisors LLC | $69.7K | 1,550 | 0.02% | new | NEW |
| Medallion Wealth Advisors, LLC | $51.7K | 1,150 | 0.02% | new | NEW |
| Tripletail Wealth Management, LLC | $38.7K | 900 | 0.04% | 4q | +20.0%+$6.4K |
| IFG Advisory, LLC | $26.2K | 584 | 0.00% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $26.0K | 578 | 0.01% | 2q | HELD |
| FMR LLC | $12.4K | 276 | 0.00% | new | NEW |
| US BANCORP \DE\ | $11.2K | 250 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $10.3K | 230 | 0.00% | new | NEW |
| JNBA Financial Advisors | $6.6K | 147 | 0.00% | 5q | +22.5%+$1.2K |
| SHP Wealth Management | $5.8K | 130 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $4.5K | 100 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $2.0K | 44 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $642 | 14,280 | 0.00% | 3q | +37.6% |
| Bear Mountain Capital, Inc. | $639 | 15 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $426 | 9,458 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $383 | 8,519 | 0.00% | 5q | HELD |
| Russell Investments Group, Ltd. | $87 | 2 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $69.1M | 1,542,188 | 16 | 20 | 6 | 0.0% |
| Q1 2026 | 35 | $34.9M | 886,146 | 15 | 8 | 7 | 0.0% |
| Q4 2025 | 23 | $20.5M | 588,603 | 9 | 7 | 4 | 0.0% |
| Q3 2025 | 16 | $8.7M | 242,034 | 12 | 2 | 2 | 0.0% |
| Q2 2025 | 5 | $1.6M | 50,111 | 5 | 0 | 0 | 0.0% |