ALPS ETF TR shareholder history

Current and past ALPS ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 40400.00%0.00%0.00%Q4 2013Q3 202340
RiverFront Investment Group, LLC 40400.05%2.74%8.68%Q4 2013Q3 202340
ROYAL BANK OF CANADA 40400.00%0.00%0.01%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 39390.00%0.05%0.26%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 3430.00%0.01%0.06%Q1 2014Q3 202337
Janney Montgomery Scott LLC 2930.00%0.03%0.17%Q2 2014Q3 202336
UBS Group AG 35350.00%0.00%0.00%Q1 2015Q3 202335
Koshinski Asset Management, Inc. 1820.20%1.14%3.23%Q4 2014Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.03%Q3 2015Q3 202333
WELLS FARGO & COMPANY/MN 2230.00%0.00%0.00%Q1 2015Q2 202332
Cambridge Investment Research Advisors, Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
Stratos Wealth Partners, LTD. 2310.01%0.02%0.05%Q4 2014Q4 202230
BENJAMIN F. EDWARDS & COMPANY, INC. 30300.00%0.02%0.03%Q2 2016Q3 202330
JANE STREET GROUP, LLC 1280.00%0.00%0.02%Q4 2014Q2 202328
CIBC WORLD MARKET INC. 2160.00%0.00%0.00%Q4 2016Q3 202327
Baird Financial Group, Inc. 17100.00%0.02%0.16%Q2 2015Q3 202327
LPL Financial LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
Prospera Financial Services Inc 1820.02%0.07%0.17%Q2 2017Q3 202324
IFG Advisory, LLC 24240.05%0.13%0.33%Q4 2017Q3 202324
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.01%Q4 2013Q2 202324
Cetera Investment Advisers 23230.01%0.07%0.26%Q1 2018Q3 202323
BB&T SECURITIES, LLC 23230.06%0.22%0.42%Q1 2014Q3 201923
Certified Advisory Corp 11100.00%0.18%0.54%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.01%Q4 2014Q4 201921
Cornerstone Wealth Management, LLC 1910.04%0.50%1.30%Q1 2016Q1 202120
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Wolf Group Capital Advisors 19190.15%0.25%0.29%Q1 2019Q3 202319
Hudock, Inc. 1810.00%0.02%0.05%Q4 2013Q3 201819
VICUS CAPITAL 18180.19%0.41%0.71%Q4 2015Q1 202018
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
STIFEL FINANCIAL CORP 1150.00%0.02%0.04%Q1 2016Q4 202016
Citadel Advisors 1110.00%0.00%0.00%Q3 2016Q3 202216
COMMONWEALTH EQUITY SERVICES, LLC 1240.00%0.00%0.01%Q4 2017Q1 202216
Geneos Wealth Management Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 14140.03%0.08%0.18%Q3 2017Q4 202014
Sigma Planning Corp 13130.04%0.05%0.06%Q1 2018Q1 202113
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
ASSETMARK, INC 13130.00%0.00%0.01%Q1 2020Q1 202313
Ausdal Financial Partners, Inc. 13130.09%0.12%0.14%Q3 2020Q3 202313
Elevated Capital Advisors, LLC 510.16%1.92%3.22%Q1 2019Q3 202313
Truadvice, LLC 13130.05%0.14%0.20%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
CAHILL FINANCIAL ADVISORS INC 1110.02%0.14%0.20%Q2 2017Q3 202112
Good Life Advisors, LLC 12120.98%1.20%1.45%Q1 2017Q4 201912
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q4 201812
Cetera Advisor Networks LLC 1010.00%0.01%0.04%Q2 2020Q3 202311
Global Financial Private Capital, Inc 11110.10%0.29%0.40%Q4 2017Q2 202011
MML INVESTORS SERVICES, LLC 920.01%0.02%0.04%Q2 2017Q1 202011
NEXT Financial Group, Inc 520.00%0.01%0.02%Q2 2014Q4 202111
Creative Planning 11110.00%0.00%0.00%Q2 2019Q4 202111
MSI Financial Services Inc 11110.01%0.03%0.07%Q2 2014Q4 201611
CITIGROUP INC 910.00%0.00%0.00%Q3 2018Q2 202110
Advisors Asset Management, Inc. 10100.00%0.00%0.00%Q1 2018Q2 202010
TAP Consulting, LLC 10100.10%1.17%2.39%Q2 2021Q3 202310
NewEdge Advisors, LLC 640.00%0.01%0.02%Q4 2018Q3 202310
FDx Advisors, Inc. 990.01%0.01%0.02%Q4 2015Q4 20179
Strategic Investment Advisors / MI 990.34%1.29%1.65%Q4 2018Q4 20209
HARBOUR INVESTMENTS, INC. 630.00%0.02%0.08%Q2 2021Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.01%Q1 2014Q1 20169
Advocacy Wealth Management Services, LLC 530.01%0.03%0.06%Q1 2016Q3 20188
Laraway Financial Advisors Inc 880.33%0.36%0.38%Q4 2021Q3 20238
Fluent Financial, LLC 882.02%2.46%3.35%Q4 2018Q3 20208
BANK OF AMERICA CORP /DE/ 410.00%0.00%0.00%Q3 2014Q2 20188
SIGNATUREFD, LLC 770.03%0.08%0.12%Q4 2014Q2 20167
Winslow, Evans & Crocker, Inc. 770.00%0.00%0.00%Q2 2014Q4 20157
Paragon Private Wealth Management, LLC 770.24%0.29%0.32%Q4 2021Q2 20237
Atria Investments, Inc 610.02%0.06%0.10%Q3 2014Q4 20187
Semmax Financial Advisors Inc. 770.01%0.01%0.02%Q4 2018Q2 20207
3D ASSET MANAGEMENT, INC 610.07%2.52%3.45%Q3 2014Q2 20167
Raleigh Capital Management Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Kestra Advisory Services, LLC 520.00%0.00%0.01%Q3 2020Q3 20237
Avestar Capital, LLC 660.08%0.14%0.21%Q1 2019Q2 20206
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Castle Rock Wealth Management, LLC 420.00%0.44%0.80%Q2 2018Q4 20196
US BANCORP \DE\ 510.00%0.00%0.00%Q4 2016Q3 20186
Holistic Financial Partners 420.17%0.29%0.50%Q2 2019Q4 20206
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q4 2017Q2 20235
DFPG INVESTMENTS, LLC 550.13%0.16%0.21%Q2 2019Q2 20205
Sowell Financial Services LLC 550.00%0.00%0.00%Q1 2020Q1 20215
MONEY CONCEPTS CAPITAL CORP 410.00%0.00%0.00%Q4 2020Q4 20225
FLOW TRADERS U.S. LLC 410.01%0.02%0.03%Q1 2019Q1 20225
Wealthcare Advisory Partners LLC 410.00%0.00%0.01%Q2 2019Q1 20215
Private Advisor Group, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
BAIRD ROBERT W & CO INC /WI/ 550.05%0.08%0.14%Q1 2014Q1 20155
Professional Financial Advisors, LLC 410.02%0.11%0.38%Q4 2019Q3 20225
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.07%Q4 2016Q4 20175
ARKANSAS FINANCIAL GROUP, INC. 440.07%0.13%0.20%Q4 2022Q3 20234
Bay Harbor Wealth Management, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Prime Capital Investment Advisors, LLC 440.02%0.10%0.35%Q2 2021Q1 20224
BARCLAYS PLC 440.00%0.00%0.00%Q1 2019Q4 20194
Advisory Alpha, LLC 220.01%0.04%0.09%Q1 2021Q3 20234
Virtu KCG Holdings LLC 220.01%0.02%0.02%Q4 2015Q2 20174
Eudaimonia Partners, LLC 310.00%0.01%0.01%Q4 2019Q1 20214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
Winch Advisory Services, LLC 440.04%0.06%0.08%Q4 2015Q3 20164
Price Capital Management, Inc. 440.05%0.24%0.41%Q1 2019Q4 20194
CAPITAL WEALTH MANAGEMENT, LLC 330.73%0.76%0.81%Q1 2023Q3 20233
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2015Q1 20193
Virtu Financial LLC 210.02%0.03%0.05%Q3 2017Q2 20183
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q3 2017Q4 20213
MGO ONE SEVEN LLC 210.00%0.01%0.02%Q4 2017Q4 20183
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Hilltop Holdings Inc. 330.07%0.08%0.08%Q4 2019Q2 20203
RAYMOND JAMES TRUST N.A. 210.01%0.02%0.02%Q2 2018Q2 20213
Sonora Investment Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q2 2015Q4 20153
Acorn Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2017Q2 20183
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q2 2019Q4 20193
C M BIDWELL & ASSOCIATES LTD 330.01%0.01%0.01%Q2 2019Q4 20193
Lenox Wealth Advisors, LLC 210.00%0.00%0.00%Q2 2020Q2 20213
Clear Creek Financial Management, LLC 330.52%0.61%0.65%Q2 2019Q4 20193
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2021Q3 20232
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.29%0.30%0.30%Q3 2019Q4 20192
Bluefin Trading, LLC 110.02%0.02%0.03%Q1 2018Q3 20182
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Cetera Advisors LLC 110.00%0.01%0.01%Q1 2019Q4 20192
FMR LLC 110.00%0.00%0.00%Q3 2018Q2 20192
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
Opal Wealth Advisors, LLC 220.11%0.13%0.16%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Farther Finance Advisors, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Arete Wealth Advisors, LLC 220.16%0.18%0.20%Q3 2015Q4 20152
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q2 2023Q3 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.01%Q3 2014Q4 20142
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Procyon Advisors, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2017Q1 20171
Sandy Spring Bank 110.01%0.01%0.01%Q1 2017Q1 20171
TFG Advisers LLC 110.05%0.05%0.05%Q4 2019Q4 20191
B. Riley Wealth Management, Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WHITTIER TRUST CO 110.02%0.02%0.02%Q1 2015Q1 20151
Paloma Partners Management Co 110.00%0.00%0.00%Q2 2020Q2 20201
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2018Q2 20181
Transamerica Financial Advisors, Inc. 110.02%0.02%0.02%Q3 2018Q3 20181
Trust Co 110.66%0.66%0.66%Q1 2015Q1 20151
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2022Q4 20221
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Aptus Capital Advisors, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Redhawk Wealth Advisors, Inc. 111.44%1.44%1.44%Q4 2018Q4 20181
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Total Clarity Wealth Management, Inc. 110.29%0.29%0.29%Q2 2022Q2 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
UBS AG 110.00%0.00%0.00%Q2 2014Q2 20141
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Selective Wealth Management, Inc. 110.30%0.30%0.30%Q2 2023Q2 20231
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Fiduciary Planning LLC 113.16%3.16%3.16%Q3 2023Q3 20231
AE Wealth Management LLC 110.02%0.02%0.02%Q3 2018Q3 20181
American Portfolios Advisors 110.00%0.00%0.00%Q4 2017Q4 20171
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.41%0.41%0.41%Q2 2022Q2 20221
PFG Advisors 110.03%0.03%0.03%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ALPS ETF TR or have owned ALPS ETF TR in the past.