ALPS ETF TR (LGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
6
Reporting holders
$107.7M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES, LLC | $105.9M | 2,441,170 | 2.99% | 12q | +8.4%+$8.2M |
| Signal Advisors Wealth, LLC | $1.2M | 27,672 | 0.06% | 2q | -66.6%-$2.4M |
| GTS SECURITIES LLC | $543.3K | 12,527 | 0.01% | 6q | -25.7%-$188.2K |
| UBS Group AG | $41.9K | 966 | 0.00% | 3q | +11.9%+$4.5K |
| Global Retirement Partners, LLC | $22.8K | 525 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $518 | 12 | 0.00% | 2q | -86.7%-$3.4K |
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 | 6 | $107.7M | 2,482,872 | 1 | 2 | 3 | 0.0% |
| Q1 2026 | 5 | $86.8M | 2,353,289 | 2 | 1 | 2 | 0.0% |
| Q4 2025 | 3 | $110.1M | 2,685,957 | 1 | 1 | 1 | 0.0% |
| Q3 2025 | 3 | $95.3M | 2,379,470 | 1 | 2 | 0 | 0.0% |
| Q2 2025 | 4 | $80.9M | 2,190,939 | 1 | 1 | 2 | 0.0% |
| Q1 2025 | 3 | $74.4M | 2,337,354 | 1 | 2 | 0 | 0.0% |
| Q4 2024 | 3 | $76.8M | 2,205,502 | 2 | 1 | 0 | 0.0% |
| Q3 2024 | 3 | $70.6M | 2,141,677 | 2 | 0 | 1 | 0.0% |
| Q2 2024 | 1 | $67.5M | 2,164,232 | 0 | 0 | 1 | 0.0% |
| Q1 2024 | 3 | $65.2M | 2,312,140 | 2 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $62.6M | 2,219,453 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 3 | $48.1M | 1,973,651 | 3 | 0 | 0 | 0.0% |