Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ACTIVE REIT ETF
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
346,975
-
Shares change
-
-70,004
-
Total reported value, excl. options
-
$9,128,586
-
Value change
-
-$1,895,254
-
Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$26.31
Significant Holders of ALPS ETF TR - ACTIVE REIT ETF (REIT) as of Q2 2025
22 filings reported holding REIT - ALPS ETF TR - ACTIVE REIT ETF as of Q2 2025.
ALPS ETF TR - ACTIVE REIT ETF (REIT) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 346,975 shares
.
Largest 10 shareholders include Ellsworth Advisors, LLC (130,669 shares), Robertson Stephens Wealth Management, LLC (42,219 shares), Arete Wealth Advisors, LLC (39,267 shares), &PARTNERS (34,089 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (28,873 shares), ENVESTNET ASSET MANAGEMENT INC (16,688 shares), GOLDMAN SACHS GROUP INC (15,134 shares), GTS SECURITIES LLC (10,625 shares), Advisor OS, LLC (10,042 shares), and Fermata Advisors, LLC (9,192 shares).
This table shows the top 18 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.