ALPS ETF TR (OGIG)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
46
Reporting holders
$22.2M
Reported value
0.0%
Held as options
-7
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $2.6M | 57,405 | 0.00% | 17q | -1.8%-$47.0K |
| Beacon Pointe Advisors, LLC | $2.3M | 51,255 | 0.01% | 12q | +2.3%+$52.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 36,059 | 0.00% | 5q | +6.2%+$94.2K |
| Stratos Wealth Partners, LTD. | $1.5M | 32,587 | 0.01% | 17q | -5.4%-$82.6K |
| ROYAL BANK OF CANADA | $1.4M | 31,582 | 0.00% | 17q | -6.6%-$99.3K |
| WELLS FARGO & COMPANY/MN | $1.3M | 29,582 | 0.00% | 17q | -54.2%-$1.6M |
| GTS SECURITIES LLC | $1.3M | 28,103 | 0.03% | 4q | -27.2%-$467.0K |
| Advisory Services Network, LLC | $1.1M | 24,472 | 0.01% | 4q | -5.4%-$62.0K |
| CITADEL ADVISORS LLC | $1.1M | 23,684 | 0.00% | 4q | -75.8%-$3.3M |
| PRUDENTIAL PLC | $909.5K | 20,428 | 0.00% | 12q | -67.2%-$1.9M |
| MORGAN STANLEY | $894.9K | 20,100 | 0.00% | 17q | -4.9%-$46.5K |
| Henson-Edgewater Management, LLC | $781.8K | 15,620 | 0.41% | 3q | -9.0%-$77.6K |
| BANK OF AMERICA CORP /DE/ | $758.1K | 17,028 | 0.00% | 17q | -37.7%-$459.3K |
| RAYMOND JAMES FINANCIAL INC | $577.0K | 12,960 | 0.00% | 7q | +17.3%+$85.2K |
| Clay Northam Wealth Management, LLC | $439.4K | 9,869 | 0.22% | 17q | -32.0%-$206.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $402.7K | 9,046 | 0.00% | 6q | +16.3%+$56.5K |
| Jacobs Equity LLC | $377.2K | 8,473 | 0.26% | 3q | -1.4%-$5.5K |
| Triumph Capital Management | $316.2K | 7,102 | 0.06% | 7q | +12.6%+$35.4K |
| Kestra Advisory Services, LLC | $313.0K | 7,030 | 0.00% | 17q | HELD |
| OSAIC HOLDINGS, INC. | $289.7K | 6,504 | 0.00% | 17q | HELD |
| Diligent Investors, LLC | $284.5K | 6,390 | 0.06% | 17q | HELD |
| Mariner, LLC | $281.0K | 6,312 | 0.00% | 4q | -2.8%-$8.2K |
| USA FINANCIAL FORMULAS | $274.2K | 6,160 | 0.05% | new | FIRST |
| JANE STREET GROUP, LLC | $245.1K | 5,505 | 0.00% | 2q | -11.9%-$33.3K |
| SUMMIT WEALTH GROUP LLC / CO | $213.3K | 4,791 | 0.02% | new | NEW |
| PRIVATE TRUST CO NA | $205.7K | 4,620 | 0.02% | 13q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $200.0K | 4,493 | 0.07% | 9q | -1.7%-$3.4K |
| UBS Group AG | $110.6K | 2,484 | 0.00% | 17q | +89.3%+$52.2K |
| Golden State Wealth Management, LLC | $108.8K | 2,444 | 0.01% | 7q | -11.9%-$14.7K |
| FMR LLC | $74.6K | 1,675 | 0.00% | 14q | -3.4%-$2.6K |
| NewEdge Advisors, LLC | $25.8K | 580 | 0.00% | 7q | -90.8%-$253.8K |
| Financial Perspectives, Inc | $23.2K | 521 | 0.01% | 17q | HELD |
| NBT BANK, N.A. | $19.7K | 442 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $15.6K | 350 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $13.2K | 297 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $7.2K | 161 | 0.00% | 5q | HELD |
| KERR FINANCIAL PLANNING Corp | $6.7K | 151 | 0.01% | 4q | -50.0%-$6.7K |
| Integrated Wealth Concepts LLC | $4.6K | 104 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $4.5K | 100 | 0.00% | 10q | HELD |
| Smallwood Wealth Investment Management, LLC | $2.0K | 46 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $1.7K | 38 | 0.00% | 13q | -35.6% |
| Farther Finance Advisors, LLC | $1.7K | 38 | 0.00% | 11q | HELD |
| Allworth Financial LP | $1.6K | 35 | 0.00% | 17q | HELD |
| Cambridge Investment Research Advisors, Inc. | $830 | 18,648 | 0.00% | 17q | +99.8% |
| Qube Research & Technologies Ltd | $801 | 18 | 0.00% | 4q | -67.9%-$1.7K |
| AE Wealth Management LLC | $757 | 17 | 0.00% | 7q | HELD |
| Janney Montgomery Scott LLC | $510 | 11,455 | 0.00% | 4q | HELD |
| HRT FINANCIAL LP | $240 | 5,409 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $223 | 5 | 0.00% | 15q | HELD |
| HAZLETT, BURT & WATSON, INC. | $194 | 4,425 | 0.05% | 7q | -3.7% |
| Capital Advisors, Ltd. LLC | $147 | 3,311 | 0.01% | 17q | -13.1% |
| Avion Wealth | $4 | 95 | 0.00% | 4q | HELD |
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 | $22.2M | 496,666 | 4 | 6 | 22 | 0.0% |
| Q1 2026 | 53 | $27.2M | 672,600 | 5 | 13 | 16 | 0.0% |
| Q4 2025 | 60 | $34.8M | 661,091 | 8 | 13 | 15 | 0.0% |
| Q3 2025 | 54 | $34.5M | 599,837 | 7 | 7 | 18 | 0.0% |
| Q2 2025 | 48 | $30.1M | 562,221 | 6 | 13 | 12 | 0.0% |
| Q1 2025 | 46 | $22.1M | 505,847 | 7 | 12 | 11 | 0.2% |
| Q4 2024 | 46 | $25.0M | 543,875 | 7 | 7 | 18 | 0.0% |
| Q3 2024 | 44 | $24.8M | 592,103 | 1 | 5 | 26 | 0.3% |
| Q2 2024 | 47 | $30.3M | 768,808 | 5 | 10 | 18 | 0.2% |
| Q1 2024 | 48 | $27.4M | 714,156 | 7 | 8 | 18 | 0.1% |
| Q4 2023 | 45 | $23.3M | 636,862 | 5 | 8 | 21 | 0.0% |
| Q3 2023 | 44 | $31.6M | 1,019,245 | 8 | 6 | 14 | 0.1% |
| Q2 2023 | 43 | $28.6M | 893,413 | 6 | 4 | 16 | 0.1% |
| Q1 2023 | 43 | $34.1M | 1,183,244 | 6 | 5 | 14 | 0.1% |
| Q4 2022 | 37 | $39.3M | 1,617,479 | 4 | 7 | 13 | 0.1% |
| Q3 2022 | 51 | $57.0M | 2,248,123 | 4 | 11 | 22 | 0.0% |
| Q2 2022 | 53 | $71.1M | 2,615,578 | 52 | 0 | 0 | 0.4% |
| Q1 2022 | 1 | $111.0K | 4,125 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $412.0K | 7,905 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 1 | $302.2K | 5,568 | 1 | 0 | 0 | 0.0% |