ALPS ETF TR (SDOG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
164
Reporting holders
$450.7M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $113.9M | 1,669,171 | 0.01% | 31q | -2.2%-$2.6M |
| MORGAN STANLEY | $71.3M | 1,044,484 | 0.00% | 35q | HELD |
| WELLS FARGO & COMPANY/MN | $42.3M | 620,757 | 0.01% | 31q | -51.2%-$44.4M |
| RAYMOND JAMES FINANCIAL INC | $22.1M | 324,450 | 0.01% | 7q | +2.1%+$465.8K |
| LPL Financial LLC | $20.6M | 301,972 | 0.00% | 31q | +9.1%+$1.7M |
| UBS Group AG | $18.5M | 271,571 | 0.00% | 31q | -2.7%-$507.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 189,116 | 0.02% | 31q | -1.4%-$179.7K |
| ROYAL BANK OF CANADA | $10.7M | 156,619 | 0.00% | 31q | +0.6%+$66.2K |
| GOLDMAN SACHS GROUP INC | $9.5M | 138,549 | 0.00% | 10q | +82.9%+$4.3M |
| Del-Sette Capital Management, LLC | $7.4M | 108,553 | 4.32% | 19q | -61.4%-$11.8M |
| Capital Investment Counsel, LLC | $6.4M | 94,096 | 0.79% | 11q | +1.4%+$85.8K |
| Dynamic Advisor Solutions LLC | $5.0M | 72,999 | 0.14% | 11q | HELD |
| MTM FINANCIAL GROUP, LLC | $4.8M | 70,129 | 2.05% | new | FIRST |
| STIFEL FINANCIAL CORP | $4.4M | 64,665 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $4.3M | 63,271 | 0.00% | 31q | -48.3%-$4.0M |
| IFP Advisors, Inc | $4.2M | 61,107 | 0.08% | 5q | +3.9%+$158.1K |
| Rockefeller Capital Management L.P. | $3.5M | 51,633 | 0.01% | 26q | -0.7%-$25.4K |
| Integrated Wealth Concepts LLC | $3.4M | 50,062 | 0.02% | 30q | +13.2%+$398.4K |
| Sanctuary Advisors, LLC | $3.3M | 47,782 | 0.02% | 9q | -1.0%-$33.1K |
| Meridian Wealth Management, LLC | $3.2M | 46,505 | 0.10% | 9q | -1.3%-$43.0K |
| Cetera Investment Advisers | $3.1M | 45,521 | 0.00% | 17q | +0.7%+$21.2K |
| JPL Wealth Management, LLC | $3.0M | 44,643 | 0.60% | 10q | -2.4%-$74.3K |
| JONES FINANCIAL COMPANIES LLLP | $3.0M | 43,185 | 0.00% | 8q | +8.6%+$237.9K |
| OSAIC HOLDINGS, INC. | $2.8M | 41,570 | 0.00% | 26q | +1.9%+$53.2K |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 38,773 | 0.00% | 2q | HELD |
| Joseph P. Lucia & Associates, LLC | $2.5M | 37,026 | 0.76% | 30q | -0.6%-$14.5K |
| MONEY CONCEPTS CAPITAL CORP | $2.4M | 35,174 | 0.11% | 18q | -1.3%-$32.3K |
| TMB Capital Partners, LLC | $2.3M | 33,031 | 0.70% | 3q | HELD |
| Kestra Advisory Services, LLC | $2.1M | 30,644 | 0.01% | 11q | -5.1%-$113.0K |
| Sage Capital Management, LLC | $1.9M | 28,381 | 0.76% | 11q | -2.1%-$40.6K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.7M | 25,535 | 0.01% | 31q | -7.0%-$131.9K |
| Federation des caisses Desjardins du Quebec | $1.7M | 25,543 | 0.01% | 38q | -0.7%-$11.6K |
| Steward Partners Investment Advisory, LLC | $1.7M | 25,499 | 0.01% | 31q | -1.3%-$23.1K |
| &PARTNERS | $1.6M | 23,808 | 0.01% | 5q | -3.7%-$62.4K |
| Mariner, LLC | $1.6M | 23,549 | 0.00% | 18q | +67.0%+$644.5K |
| MML INVESTORS SERVICES, LLC | $1.6M | 23,130 | 0.00% | 31q | +19.0%+$252.0K |
| Summit Financial, LLC | $1.4M | 21,211 | 0.02% | 6q | -1.6%-$22.8K |
| Cypress Wealth Services, LLC | $1.3M | 18,849 | 0.16% | 22q | +0.6%+$8.3K |
| Apollon Wealth Management, LLC | $1.3M | 18,449 | 0.02% | 22q | -11.4%-$161.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 17,848 | 0.00% | 3q | -17.8%-$262.9K |
| CITADEL ADVISORS LLC | $1.2M | 17,650 | 0.00% | 6q | +67.2%+$483.9K |
| Prospera Financial Services Inc | $1.1M | 16,798 | 0.02% | 16q | -8.1%-$101.3K |
| HighTower Advisors, LLC | $1.1M | 16,189 | 0.00% | 31q | -2.4%-$26.9K |
| Baird Financial Group, Inc. | $1.1M | 15,585 | 0.00% | 22q | HELD |
| Summit Financial Wealth Advisors, LLC | $1.0M | 15,225 | 0.13% | 9q | +3.9%+$39.4K |
| Concurrent Investment Advisors, LLC | $1.0M | 14,860 | 0.01% | 5q | -3.3%-$34.1K |
| FMR LLC | $976.2K | 14,309 | 0.00% | 30q | +3.8%+$35.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $942.7K | 13,435 | 0.00% | 12q | -62.3%-$1.6M |
| CAHILL FINANCIAL ADVISORS INC | $877.0K | 12,856 | 0.08% | 31q | -20.5%-$225.8K |
| Madden Advisory Services, Inc. | $866.9K | 12,706 | 0.31% | 31q | -1.7%-$14.6K |
| NewEdge Advisors, LLC | $861.0K | 12,621 | 0.00% | 10q | -42.9%-$647.6K |
| BKM Wealth Management, LLC | $781.5K | 11,455 | 0.28% | 11q | -5.2%-$43.0K |
| HARBOUR INVESTMENTS, INC. | $746.2K | 10,938 | 0.01% | 21q | +11.1%+$74.4K |
| Capstone Wealth Management Group, Inc. | $670.3K | 9,825 | 0.40% | new | FIRST |
| Creative Planning | $662.8K | 9,716 | 0.00% | 27q | +9.6%+$58.2K |
| ENVESTNET ASSET MANAGEMENT INC | $628.5K | 9,213 | 0.00% | 31q | -15.1%-$111.5K |
| Focus Partners Wealth | $625.8K | 9,326 | 0.00% | 3q | +7.3%+$42.8K |
| SWEENEY & MICHEL, LLC | $584.5K | 8,089 | 0.15% | 12q | +0.9%+$5.1K |
| FIFTH THIRD BANCORP | $568.4K | 8,332 | 0.00% | 2q | +19.8%+$94.0K |
| J.W. COLE ADVISORS, INC. | $566.4K | 8,302 | 0.01% | 13q | +2.3%+$12.8K |
| D.A. DAVIDSON & CO. | $565.0K | 8,282 | 0.00% | 31q | +1.2%+$6.8K |
| Arkadios Wealth Advisors | $564.3K | 8,272 | 0.01% | 2q | HELD |
| Wealthcare Capital Partners, LLC | $564.3K | 8,272 | 0.23% | 7q | HELD |
| Strategic Financial Concepts, LLC | $558.0K | 8,180 | 0.17% | 2q | -1.5%-$8.4K |
| Private Advisor Group, LLC | $522.5K | 7,660 | 0.00% | 31q | HELD |
| Keystone Financial Group | $520.6K | 7,632 | 0.03% | 8q | HELD |
| Parvin Asset Management, LLC | $513.1K | 7,521 | 0.40% | 7q | HELD |
| TRUIST FINANCIAL CORP | $503.3K | 7,378 | 0.00% | 27q | HELD |
| Tradition Wealth Management, LLC | $502.3K | 7,363 | 0.03% | 23q | -3.2%-$16.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $495.4K | 7,262 | 0.02% | 16q | HELD |
| CATHY PARETO & ASSOCIATES, INC | $492.2K | 7,214 | 0.29% | 7q | +8.6%+$38.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $483.7K | 7,090 | 0.01% | 10q | HELD |
| Pinnacle Bancorp, Inc. | $457.1K | 6,700 | 0.12% | 24q | HELD |
| PFG Investments, LLC | $454.7K | 6,665 | 0.02% | 14q | -3.6%-$16.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $428.5K | 6,281 | 0.00% | 31q | -10.0%-$47.7K |
| Allied Private Wealth LLC | $414.0K | 5,974 | 0.27% | new | FIRST |
| Diversify Advisory Services, LLC | $386.2K | 5,349 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $386.2K | 5,349 | 0.01% | 2q | HELD |
| Allworth Financial LP | $382.1K | 5,601 | 0.00% | 31q | +11.6%+$39.6K |
| TCFG Investment Advisors, LLC | $363.8K | 5,333 | 0.12% | 2q | HELD |
| Wealthcare Advisory Partners LLC | $362.1K | 5,308 | 0.01% | 27q | +5.1%+$17.5K |
| Beacon Pointe Advisors, LLC | $359.6K | 5,271 | 0.00% | 31q | -3.8%-$14.4K |
| Commonwealth Financial Services, LLC | $352.7K | 5,170 | 0.05% | 12q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $351.5K | 5,152 | 0.00% | 31q | HELD |
| Waverly Advisors, LLC | $344.4K | 5,049 | 0.00% | 10q | +1.8%+$5.9K |
| Lido Advisors, LLC | $329.4K | 4,828 | 0.00% | 11q | HELD |
| Dana Investment Advisors, Inc. | $321.5K | 4,712 | 0.01% | 25q | HELD |
| OPPENHEIMER & CO INC | $320.0K | 4,691 | 0.00% | 6q | +29.5%+$72.9K |
| First Heartland Consultants, Inc. | $317.6K | 4,655 | 0.02% | 10q | HELD |
| Hudock, Inc. | $292.4K | 4,285 | 0.04% | 31q | HELD |
| Tyche Wealth Partners LLC | $288.2K | 4,225 | 0.04% | 11q | HELD |
| PRIVATE TRUST CO NA | $284.1K | 4,165 | 0.02% | 17q | HELD |
| CENTRAL VALLEY ADVISORS, LLC | $277.1K | 4,062 | 0.07% | 11q | -11.6%-$36.4K |
| MKT Advisors LLC | $274.8K | 3,925 | 0.09% | 18q | HELD |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $261.2K | 3,829 | 0.03% | 14q | HELD |
| Kovack Advisors, Inc. | $257.2K | 3,753 | 0.01% | 4q | -4.3%-$11.5K |
| Aspen Grove Capital, LLC | $255.8K | 3,750 | 0.04% | 12q | HELD |
| Connecticut Wealth Management, LLC | $249.0K | 3,650 | 0.01% | 2q | HELD |
| LYELL WEALTH MANAGEMENT, LP | $247.6K | 3,630 | 0.02% | new | NEW |
| Advisory Services Network, LLC | $238.1K | 3,490 | 0.00% | 11q | HELD |
Showing the largest 100 of 171 reported holders.
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 | 164 | $450.7M | 6,603,962 | 18 | 37 | 48 | 0.0% |
| Q1 2026 | 156 | $478.8M | 7,363,145 | 19 | 48 | 31 | 0.0% |
| Q4 2025 | 154 | $399.3M | 6,600,464 | 17 | 35 | 38 | 0.0% |
| Q3 2025 | 140 | $348.7M | 5,791,043 | 5 | 32 | 49 | 0.0% |
| Q2 2025 | 145 | $350.7M | 6,098,900 | 13 | 41 | 33 | 0.0% |
| Q1 2025 | 145 | $355.3M | 6,117,824 | 14 | 40 | 36 | 0.0% |
| Q4 2024 | 148 | $335.5M | 5,934,902 | 10 | 34 | 41 | 0.0% |
| Q3 2024 | 138 | $362.2M | 5,920,276 | 9 | 31 | 40 | 3.6% |
| Q2 2024 | 135 | $325.0M | 6,143,224 | 13 | 31 | 41 | 0.1% |
| Q1 2024 | 131 | $469.0M | 8,683,760 | 11 | 31 | 42 | 0.1% |
| Q4 2023 | 126 | $403.2M | 7,859,975 | 12 | 28 | 41 | 0.1% |
| Q3 2023 | 120 | $331.3M | 7,037,720 | 9 | 29 | 38 | 0.0% |
| Q2 2023 | 127 | $369.0M | 7,383,864 | 8 | 25 | 44 | 0.0% |
| Q1 2023 | 130 | $411.2M | 8,062,761 | 13 | 34 | 29 | 0.0% |
| Q4 2022 | 117 | $402.5M | 7,824,960 | 18 | 30 | 29 | 0.0% |
| Q3 2022 | 137 | $375.8M | 8,316,752 | 11 | 46 | 26 | 0.0% |
| Q2 2022 | 140 | $410.4M | 8,185,567 | 16 | 42 | 26 | 0.0% |
| Q1 2022 | 138 | $418.8M | 7,584,369 | 15 | 39 | 27 | 0.0% |
| Q4 2021 | 133 | $380.0M | 7,090,456 | 7 | 33 | 33 | 0.0% |
| Q3 2021 | 130 | $341.3M | 6,679,784 | 10 | 34 | 35 | 0.1% |
| Q2 2021 | 131 | $356.7M | 6,729,611 | 16 | 41 | 39 | 0.0% |
| Q1 2021 | 126 | $343.4M | 6,670,826 | 17 | 35 | 37 | 0.0% |
| Q4 2020 | 118 | $301.0M | 6,741,140 | 17 | 24 | 40 | 0.0% |
| Q3 2020 | 107 | $250.3M | 6,619,099 | 8 | 21 | 49 | 0.0% |
| Q2 2020 | 110 | $291.5M | 8,020,651 | 13 | 17 | 55 | 0.0% |
| Q1 2020 | 116 | $343.4M | 10,969,842 | 13 | 24 | 54 | 0.0% |
| Q4 2019 | 148 | $646.6M | 13,808,161 | 14 | 40 | 47 | 0.0% |
| Q3 2019 | 146 | $608.3M | 13,874,962 | 7 | 40 | 58 | 0.0% |
| Q2 2019 | 149 | $666.3M | 15,317,088 | 12 | 34 | 59 | 0.0% |
| Q1 2019 | 155 | $728.2M | 17,630,452 | 17 | 42 | 51 | 0.0% |
| Q4 2018 | 155 | $711.5M | 18,131,198 | 3 | 3 | 5 | 0.0% |