Institutional Ownership
Alps ETF Tr
CUSIP 00162Q346SMITH CORE PLUSSMTHQ1 2026
Institutional Holders
82
13F filers
Shares Held
79.11M
Aggregate institutional
Institutional Value
$2.01B
Q1 2026
Net New Holders
+3
13 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased40
Decreased18
Sold out10
Institutional Holders
82 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 42.09M | $1.07B | −13.38M | Reduced |
| 2 | Annex Advisory Services, LLC | 8.06M | $207.52M | +1.08M | Added |
| 3 | Shufro Rose & Co LLC | 5.11M | $131.51M | +248.3K | Added |
| 4 | Stratos Investment Management, LLC | 3.43M | $88.26M | +167.2K | Added |
| 5 | Hamilton Wealth, LLC | 2.65M | $68.33M | +1.32M | Added |
| 6 | Bank Of New York Mellon Corp | 2.21M | $56.87M | +69.2K | Added |
| 7 | Trilogy Capital Inc. | 1.94M | $50.05M | +321.7K | Added |
| 8 | Lineweaver Wealth Advisors, LLC | 1.47M | $37.75M | +81.9K | Added |
| 9 | Level Four Advisory Services, LLC | 1.24M | $31.89M | −104.1K | Reduced |
| 10 | Meridian Wealth Management, LLC | 855.3K | $22.03M | +23.1K | Added |
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