Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ACTIVE REIT ETF
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
417,272
-
Shares change
-
+45,066
-
Total reported value, excl. options
-
$11,374,345
-
Value change
-
+$1,212,194
-
Number of buys
-
15
-
Number of sells
-
-7
-
Price
-
$27.30
Significant Holders of ALPS ETF TR - ACTIVE REIT ETF (REIT) as of Q1 2025
24 filings reported holding REIT - ALPS ETF TR - ACTIVE REIT ETF as of Q1 2025.
ALPS ETF TR - ACTIVE REIT ETF (REIT) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 417,272 shares
.
Largest 10 shareholders include Ellsworth Advisors, LLC (124,495 shares), &PARTNERS (68,213 shares), Robertson Stephens Wealth Management, LLC (55,251 shares), Arete Wealth Advisors, LLC (29,107 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (27,731 shares), ARBOR CAPITAL MANAGEMENT INC /ADV (26,540 shares), GOLDMAN SACHS GROUP INC (15,134 shares), Park Edge Advisors, LLC (14,788 shares), Advisor OS, LLC (9,721 shares), and GTS SECURITIES LLC (9,566 shares).
This table shows the top 21 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.