Basic Stats
Institutional Owners | 41 total, 41 long only, 0 short only, 0 long/short - change of -2.38% MRQ |
Average Portfolio Allocation | 0.0086 % - change of 42.75% MRQ |
Institutional Shares (Long) | 1,893,134 (ex 13D/G) - change of -0.08MM shares -3.87% MRQ |
Institutional Value (Long) | $ 43,571 USD ($1000) |
Institutional Ownership and Shareholders
ALPS ETF Trust - ALPS Clean Energy ETF (US:ACES) has 41 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,893,134 shares. Largest shareholders include CIBC Private Wealth Group, LLC, Flow Traders U.s. Llc, Jane Street Group, Llc, Wealthfront Advisers Llc, Money Design Co.,Ltd., Goldman Sachs Group Inc, D. E. Shaw & Co., Inc., Northwestern Mutual Wealth Management Co, Susquehanna International Group, Llp, and Bank Of America Corp /de/ .
ALPS ETF Trust - ALPS Clean Energy ETF (ARCA:ACES) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 5, 2025 is 29.30 / share. Previously, on September 6, 2024, the share price was 26.72 / share. This represents an increase of 9.66% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
Upgrade
to unlock premium data and export to Excel
.
File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 200 | 0.00 | 5 | 25.00 | ||||
2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 131 | -61.58 | 3 | -57.14 | ||||
2025-08-06 | 13F | Trillium Asset Management, Llc | 10,000 | 0.00 | 258 | 12.66 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 440 | -32.31 | 11 | -21.43 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 10,544 | -56.27 | 272 | -50.72 | ||||
2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 223 | 0.00 | 6 | -16.67 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 8,726 | 0.00 | 225 | 12.50 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 17,294 | 446 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 96,969 | 2,502 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 50,089 | 1,292 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 300 | 0.00 | 8 | 16.67 | ||||
2025-08-14 | 13F | UBS Group AG | 20,430 | -24.07 | 527 | -14.45 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 245 | 0.00 | 6 | 20.00 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,440 | -72.90 | 38 | -68.85 | ||||
2025-05-06 | 13F | Tempus Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 50,373 | -6.07 | 1 | 0.00 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,676 | 14.12 | 69 | 30.19 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,114,830 | -11.43 | 28,763 | 13.12 | ||||
2025-08-06 | 13F | S&t Bank/pa | 150 | 0.00 | 4 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 28,226 | -3.09 | 728 | 9.15 | ||||
2025-08-15 | 13F | Morgan Stanley | 33,712 | -20.90 | 870 | -10.96 | ||||
2025-08-05 | 13F | Tsfg, Llc | 183 | 0.00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 66 | 0.00 | 2 | 0.00 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 26 | 1 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 42,235 | -1.17 | 1,090 | 11.24 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 25 | 0.00 | 1 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 1,412 | 0 | ||||||
2025-05-01 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 8,853 | -7.01 | 228 | 4.59 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 38,848 | 9.34 | 1,002 | 23.10 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 33,999 | 3.61 | 877 | 16.62 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 39 | 0.00 | 1 | 0.00 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 800 | 21 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 35,063 | 905 | ||||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 96,922 | 265.40 | 2,501 | 311.86 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 100 | 0.00 | 3 | 0.00 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 151,942 | 4 | ||||||
2025-08-12 | 13F | MAI Capital Management | 50 | 0.00 | 1 | 0.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 578 | -1.70 | 15 | 7.69 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2 | 0.00 | 0 | |||||
2025-08-14 | 13F | NCP Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 1,500 | 0.00 | 39 | 11.76 | ||||
2025-08-14 | 13F | Colony Group, LLC | 29,773 | 768 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 3,720 | 96 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 |