Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ACTIVE REIT ETF
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
349,188
-
Shares change
-
+181,067
-
Total reported value, excl. options
-
$10,179,022
-
Value change
-
+$5,291,512
-
Number of buys
-
8
-
Number of sells
-
-4
-
Price
-
$29.18
Significant Holders of ALPS ETF TR - ACTIVE REIT ETF (REIT) as of Q3 2024
16 filings reported holding REIT - ALPS ETF TR - ACTIVE REIT ETF as of Q3 2024.
ALPS ETF TR - ACTIVE REIT ETF (REIT) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 349,188 shares
.
Largest 10 shareholders include Ellsworth Advisors, LLC (115,948 shares), Advisor OS, LLC (94,488 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (25,878 shares), GTS SECURITIES LLC (25,057 shares), Robertson Stephens Wealth Management, LLC (24,208 shares), Arete Wealth Advisors, LLC (22,737 shares), ARBOR CAPITAL MANAGEMENT INC /ADV (20,982 shares), Fermata Advisors, LLC (9,347 shares), Parallel Advisors, LLC (3,372 shares), and NATIONAL BANK OF CANADA /FI/ (2,815 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.