ALPS ETF TR (REIT)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
17
Reporting holders
$8.6M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | $4.9M | 159,149 | 0.80% | 10q | +6.6%+$304.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $960.5K | 31,615 | 0.01% | 10q | -3.0%-$29.7K |
| Virtue Capital Management, LLC | $651.5K | 21,445 | 0.09% | new | NEW |
| &PARTNERS | $503.1K | 16,560 | 0.00% | 6q | HELD |
| TWO SIGMA INVESTMENTS, LP | $303.8K | 10,000 | 0.00% | 3q | -13.0%-$45.6K |
| Fermata Advisors, LLC | $268.4K | 8,834 | 0.05% | 10q | -2.0%-$5.4K |
| Park Edge Advisors, LLC | $253.8K | 8,353 | 0.05% | 3q | +4.9%+$11.8K |
| Summit Financial, LLC | $234.8K | 7,730 | 0.00% | 4q | -5.7%-$14.2K |
| OneAscent Wealth Management LLC | $223.3K | 7,350 | 0.07% | new | NEW |
| Main Street Group, LTD | $93.3K | 3,071 | 0.02% | 2q | +0.7% |
| OSAIC HOLDINGS, INC. | $69.1K | 2,274 | 0.00% | 3q | +20572.7%+$68.7K |
| HARBOUR INVESTMENTS, INC. | $61.9K | 2,038 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $24.1K | 794 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $20.4K | 674 | 0.00% | 14q | -78.4%-$74.2K |
| IMA Advisory Services, Inc. | $18.2K | 600 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $6.3K | 208 | 0.00% | new | NEW |
| MORGAN STANLEY | $6.2K | 203 | 0.00% | 2q | +20200.0%+$6.1K |
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 | 17 | $8.6M | 280,898 | 5 | 5 | 5 | 0.0% |
| Q1 2026 | 17 | $6.9M | 252,968 | 5 | 4 | 4 | 0.0% |
| Q4 2025 | 15 | $8.1M | 353,462 | 5 | 3 | 4 | 0.0% |
| Q3 2025 | 17 | $7.8M | 291,806 | 4 | 7 | 2 | 0.0% |
| Q2 2025 | 18 | $9.2M | 348,803 | 2 | 7 | 2 | 0.0% |
| Q1 2025 | 22 | $11.4M | 418,324 | 8 | 6 | 4 | 0.0% |
| Q4 2024 | 16 | $9.5M | 347,648 | 3 | 5 | 4 | 0.0% |
| Q3 2024 | 14 | $9.5M | 326,451 | 5 | 3 | 3 | 0.0% |
| Q2 2024 | 10 | $4.3M | 168,005 | 0 | 4 | 3 | 0.0% |
| Q1 2024 | 10 | $4.2M | 169,488 | 4 | 2 | 2 | 0.0% |
| Q4 2023 | 8 | $790.1K | 30,225 | 2 | 2 | 1 | 0.0% |
| Q3 2023 | 6 | $787.7K | 32,999 | 2 | 0 | 0 | 0.0% |
| Q2 2023 | 6 | $950.9K | 38,545 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 4 | $744.8K | 31,295 | 2 | 1 | 0 | 0.0% |
| Q4 2022 | 4 | $384.4K | 16,998 | 3 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $78.0K | 3,372 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $86.0K | 3,372 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $102.0K | 3,372 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 2 | $3.9M | 125,043 | 1 | 0 | 1 | 0.0% |
| Q3 2021 | 1 | $4.5M | 161,082 | 0 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $5.2M | 182,785 | 1 | 0 | 0 | 0.0% |