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Get Institutions for : 
ALPS ETF Trust (EQL)  
$117.36 0.64 (0.55%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    0
Total shares held : 
 1,642,006  
% of shares held : 
 84.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 149,524  
% of shares held change : 
   7.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $99.38  
Last Quarter's Ending Price : 
 $109.54  
Last Quarter's Average Price : 
 $103.18  
Change from last quarter's     
avg. price to the last closing  : 
14.18 (13.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 34,888
 2.12%
 
Increased Positions :
20
 166,370
 10.13%
 
Unchanged Positions :
9
 27,058
 1.65%
 
Decreased Positions :
13
-47,024
-2.86%
 
Closed Positions :
5
-4,710
-0.29%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1320 - 2024-03-31 393,895 $46,476,000 -25,951
   MORGAN STANLEY 2622 - 2024-03-31 177,812 $20,980,000 -1,461
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 579 - 2024-03-31 142,880 $16,858,000 -3,333
   RAYMOND JAMES & ASSOCIATES 1223 - 2024-03-31 76,419 $9,017,000 3,730
   UBS Group AG 1960 - 2024-03-31 54,382 $6,417,000 378
   Aveo Capital Partners LLC 43 - 2024-03-31 50,480 $5,809,000 -73,127
   WELLS FARGO & CO/MN 1937 - 2024-03-31 44,014 $5,193,000 -61,425
   LPL FINANCIAL CORP 1837 - 2024-03-31 39,350 $4,643,000 654
   Gateway Wealth Partners LLC 27 - 2024-03-31 22,188 $2,618,000 -1,587
   J P MORGAN CHASE & CO 2849 - 2024-03-31 21,202 $2,502,000 206
   GREAT VALLEY ADVISOR GROUP INC. 240 - 2024-03-31 20,923 $2,469,000 -84
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 672 - 2023-09-30 24,603 $2,468,000 83
   CITADEL ADVISORS LLC 2374 - 2024-03-31 17,494 $2,064,000 3,738
   GOLDMAN SACHS GROUP INC/ 3175 - 2024-03-31 16,750 $1,976,000 0
   Advisor Group Holdings Inc. 1816 - 2024-03-31 14,328 $1,691,000 -22,226
   COMMONWEALTH EQUITY SERVICES LLC. 1868 - 2024-03-31 14,260 $1,683,000 200
   Cetera Investment Advisers 1719 *New 2024-03-31 13,450 $1,587,000 13,450
   ENVESTNET ASSET MANAGEMENT INC 2724 - 2024-03-31 13,025 $1,537,000 -13,609
   Kestra Advisory Services LLC 1076 - 2024-03-31 11,083 $1,308,000 847
   Stratos Wealth Partners LTD. 564 - 2024-03-31 10,512 $1,240,000 3,070
   SMITH MOORE & CO. 151 - 2024-03-31 10,150 $1,198,000 300
   FINANCIAL NETWORK 1570 - 2024-03-31 7,243 $855,000 44
   STIFEL FINANCIAL CORP 2303 - 2024-03-31 6,924 $817,000 671
   Maltin Wealth Management Inc. 60 *New 2024-03-31 6,725 $793,000 6,725
   MULTIFINANCIAL SECURITIES CORP 1448 - 2024-03-31 5,335 $629,000 1,059
   LINCOLN NATIONAL CORP 672 - 2024-03-31 5,159 $609,000 21
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1063 - 2024-03-31 4,623 $545,000 26
   NDWM LLC 22 *New 2024-03-31 4,499 $531,000 4,499
   GTS SECURITIES LLC 787 - 2024-03-31 4,256 $502,000 -175
   Insight Folios Inc 62 - 2024-03-31 4,175 $493,000 -83
   NORTHERN TRUST CORP 3573 - 2024-03-31 4,055 $478,000 -586
   COMERICA BANK 1981 - 2024-03-31 3,416 $403,000 -4
   ROYAL BANK OF CANADA 3621 - 2024-03-31 3,317 $391,000 -19,201
   AMERIPRISE FINANCIAL INC 3424 - 2024-03-31 3,305 $390,000 3,305
   MCCORMACK ADVISORS INTERNATIONAL 805 - 2024-03-31 3,276 $387,000 -278
   Snowden Capital Advisors LLC 875 - 2024-03-31 3,075 $363,000 0
   TOTAL INVESTMENT MANAGEMENT INC 55 - 2024-03-31 2,293 $271,000 -399
   WEALTH EFFECTS LLC 173 - 2024-03-31 2,120 $250,000 -2,496
   Comprehensive Financial Consultants Institutional 146 - 2024-03-31 1,937 $229,000 0
   Comprehensive Portfolio Management LLC 714 - 2024-03-31 1,938 $229,000 0
   Revolve Wealth Partners LLC 167 *New 2024-03-31 1,830 $216,000 1,830
   FMR LLC 2863 - 2024-03-31 1,730 $204,000 -1
   RAYMOND JAMES TRUST CO 1184 *New 2024-03-31 1,728 $204,000 1,728
   Crewe Advisors LLC 321 - 2024-03-31 600 $71,000 0
   MILESTONE GROUP INC 262 - 2024-03-31 400 $47,000 0
   BDO Wealth Advisors LLC 446 - 2023-06-30 436 $46,000 0
   SOA Wealth Advisors LLC. 448 - 2024-03-31 157 $19,000 0
   CALDWELL SUTTER CAPITAL INC. 493 - 2024-03-31 140 $17,000 0
   YHB INVESTMENT ADVISORS, INC. 689 *New 2024-03-31 83 $10,000 83
   Atlantic Edge Private Wealth Management LLC 371 - 2024-03-31 52 $6,000 0
   Global Retirement Partners LLC 2455 *New 2024-03-31 35 $4,000 35
   ORG Partners LLC 592 *Closed 2024-03-31 0 $0 -5,620
   CI Private Wealth LLC 2299 *Closed 2024-03-31 0 $0 -3,500
   ANCORA ADVISORS, LLC 1723 *Closed 2024-03-31 0 $0 -1,002
   PROEQUITIES INC. 7524 - 2024-03-31 0 $0 0
   VIRTU FINANCIAL LLC 1711 *Closed 2024-03-31 0 $0 -12,824
   OPPENHEIMER ASSET MANAGEMENT INC 1141 *Closed 2024-03-31 0 $0 -183,152
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6563 *Closed 2024-03-31 0 $0 -20,282
  58 Records found
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