# ALPS ETF TR (ENFR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ENFR/

- Reporting holders: 6
- Reported value: $4.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $3.6M | 94,200 | 0.7% | 10 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $575.8K | 15,710 | 0.5% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $471.6K | 12,867 | 0.0% | 1 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $92.5K | 92,527 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $19.8K | 540 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $18.3K | 500 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $8.4K | 230 | 0.0% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $11 | 310 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $4.7M |
| Q2 2026 | 131 | $255.7M |
| Q1 2026 | 117 | $249.6M |
| Q4 2025 | 105 | $179.8M |
| Q3 2025 | 98 | $158.9M |
| Q2 2025 | 99 | $150.7M |
| Q1 2025 | 98 | $151.4M |
| Q4 2024 | 91 | $104.3M |
| Q3 2024 | 74 | $72.8M |
| Q2 2024 | 65 | $60.8M |
| Q1 2024 | 62 | $61.0M |
| Q4 2023 | 57 | $62.2M |