Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ALPS ETF Trust - ALPS REIT Dividend Dogs ETF include Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11,618 | 0.16 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 162 | 1.89 | 6 | 0.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 805 | 33.72 | 29 | 40.00 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 81,699 | 138.92 | 2,922 | 128.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 229 | 22,800.00 | 8 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,277 | 81 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 557 | 128.28 | 20 | 111.11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,020 | 6.99 | 72 | 2.86 |
