| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 13% | $10,251,690 | 173,573 | TRUIST FINANCIAL CORP | 30 Jun 2025 |
As of 30 Sep 2025, 25 institutional investors reported holding 1,317,442 shares of ALPS ETF Trust - Exchange Traded Fund (RFDA). This represents 99% of the company’s total 1,324,985 outstanding shares.
The largest institutional shareholders of ALPS ETF Trust - Exchange Traded Fund (RFDA) together control 99% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 19% | 246,292 | -2.2% | 0.27% | $15,504,081 |
| Prospera Financial Services Inc | 18% | 232,266 | +5.6% | 0.25% | $14,621,430 |
| ALPS ADVISORS INC | 17% | 227,632 | -1.7% | 0.08% | $14,329,434 |
| ENVESTNET ASSET MANAGEMENT INC | 14% | 184,890 | +0.51% | 0% | $11,638,849 |
| TRUIST FINANCIAL CORP | 13% | 174,651 | +0.62% | 0.01% | $10,994,278 |
| RETIREMENT PLANNING GROUP, LLC / NY | 5% | 65,840 | -3.3% | 3.1% | $4,144,646 |
| RAYMOND JAMES FINANCIAL INC | 4.9% | 65,286 | +8.9% | 0% | $4,109,733 |
| Koshinski Asset Management, Inc. | 2.8% | 36,954 | -0.96% | 0.17% | $2,326,257 |
| Janney Montgomery Scott LLC | 1.2% | 15,984 | +0.73% | 0% | $1,006,000 |
| GAMMA Investing LLC | 1.1% | 15,067 | 0% | 0.05% | $948,468 |
| LEIGH BALDWIN & CO., LLC | 0.7% | 9,337 | +0.2% | 0.33% | $587,771 |
| DAVENPORT & Co LLC | 0.7% | 9,291 | 0% | 0% | $584,868 |
| Elevated Capital Advisors, LLC | 0.51% | 6,765 | -15% | 0.11% | $425,878 |
| TWO SIGMA INVESTMENTS, LP | 0.43% | 5,680 | -27% | 0% | $357,556 |
| Kestra Advisory Services, LLC | 0.39% | 5,127 | -6.3% | 0% | $322,742 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.29% | 3,864 | -51% | 0% | $243,239 |
| Stratos Wealth Partners, LTD. | 0.27% | 3,530 | -40% | 0% | $222,214 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.26% | 3,447 | 0% | 0% | $217,850 |
| JPMORGAN CHASE & CO | 0.19% | 2,482 | 0% | 0% | $156,242 |
| NewEdge Advisors, LLC | 0.08% | 1,040 | 0% | 0% | $65,468 |
| UBS Group AG | 0.07% | 911 | +31% | 0% | $57,347 |
| EVOLUTION WEALTH MANAGEMENT INC. | 0.07% | 881 | 0% | 0.06% | $55,459 |
| MORGAN STANLEY | 0.01% | 185 | 0% | 0% | $11,646 |
| Luminist Capital LLC | 0% | 39 | 0% | 0% | $2,463 |
| WELLS FARGO & COMPANY/MN | 0% | 1 | 0% | 0% | $32 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 31,409 | $2,003,338 | +$4,718 | $63.76 | 4 |
| 2025 Q3 | 1,317,442 | $82,933,951 | -$1,967,834 | $62.95 | 25 |
| 2025 Q2 | 1,351,182 | $78,345,053 | +$11,756,608 | $58.01 | 27 |
| 2025 Q1 | 1,147,694 | $60,970,868 | -$16,059,081 | $53.12 | 23 |
| 2024 Q4 | 1,449,687 | $81,061,113 | +$5,425,559 | $55.92 | 24 |
| 2024 Q3 | 1,239,245 | $68,421,934 | -$3,623,903 | $55.21 | 22 |
| 2024 Q2 | 1,308,266 | $69,239,176 | -$3,074,323 | $52.90 | 23 |
| 2024 Q1 | 1,367,227 | $69,396,476 | -$206,964 | $50.76 | 24 |
| 2023 Q4 | 1,373,161 | $65,454,702 | -$5,451,510 | $47.67 | 26 |
| 2023 Q3 | 1,533,841 | $67,158,195 | +$1,991,951 | $43.77 | 27 |
| 2023 Q2 | 1,486,724 | $68,566,337 | -$4,742,294 | $46.13 | 29 |
| 2023 Q1 | 1,589,685 | $68,457,630 | -$9,916,548 | $43.06 | 29 |
| 2022 Q4 | 1,818,547 | $76,399,427 | -$20,734,320 | $41.93 | 29 |
| 2022 Q3 | 2,486,858 | $97,162,000 | -$1,352,076 | $38.94 | 25 |
| 2022 Q2 | 2,421,134 | $104,508,000 | -$1,589,777 | $43.05 | 21 |
| 2022 Q1 | 2,557,220 | $122,922,403 | -$16,578,150 | $48.16 | 23 |
| 2021 Q4 | 2,799,861 | $132,817,615 | -$11,525,443 | $47.44 | 23 |
| 2021 Q3 | 3,131,045 | $134,906,838 | -$523,319 | $42.98 | 20 |
| 2021 Q2 | 3,033,952 | $131,973,000 | -$4,875,773 | $43.47 | 16 |
| 2021 Q1 | 3,258,419 | $132,459,000 | +$2,519,514 | $40.54 | 19 |
| 2020 Q4 | 3,194,930 | $122,254,000 | -$7,495,498 | $38.27 | 19 |
| 2020 Q3 | 3,390,845 | $118,990,000 | -$13,017,667 | $35.00 | 18 |
| 2020 Q2 | 3,623,080 | $118,229,000 | +$23,141,607 | $32.48 | 19 |
| 2020 Q1 | 2,874,978 | $77,918,000 | -$11,796,916 | $27.10 | 16 |
| 2019 Q4 | 3,348,349 | $117,310,000 | +$20,697,873 | $35.04 | 19 |
| 2019 Q3 | 3,296,230 | $107,913,000 | -$5,797,651 | $32.74 | 17 |
| 2019 Q2 | 3,473,878 | $112,118,000 | -$6,641,663 | $32.26 | 17 |
| 2019 Q1 | 3,780,011 | $121,115,000 | -$2,790,009 | $32.11 | 20 |
| 2018 Q4 | 3,778,004 | $106,262,000 | -$8,451,221 | $28.12 | 16 |
| 2018 Q3 | 4,064,825 | $135,305,000 | +$27,431,636 | $33.30 | 14 |
| 2018 Q2 | 3,238,102 | $104,858,000 | +$539,477 | $32.38 | 15 |
| 2018 Q1 | 3,225,646 | $100,979,000 | +$46,976,663 | $31.31 | 15 |
| 2017 Q4 | 1,792,472 | $56,819,000 | +$7,101,188 | $31.67 | 15 |
| 2017 Q3 | 1,566,243 | $47,002,000 | +$11,910,610 | $30.00 | 13 |
| 2017 Q2 | 1,169,370 | $33,232,634 | +$12,341,870 | $28.43 | 10 |
| 2017 Q1 | 736,834 | $20,539,000 | +$9,772,733 | $27.89 | 10 |
| 2016 Q4 | 386,432 | $10,399,000 | +$6,913,660 | $26.98 | 8 |
| 2016 Q3 | 127,799 | $3,321,000 | +$2,443,000 | $25.97 | 5 |
| 2016 Q2 | 34,795 | $878,000 | +$878,000 | $25.23 | 1 |