Institutional Ownership
Alps ETF Tr
CUSIP 00162Q510ACTIVE EQTY OPPTRFFCQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
17.0%
Max % of class reported
Institutional Holders
18
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jul 14, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 14, 2025 | Truist Financial Corp | 13G/A | — | — | SEC |
| 2 | Apr 7, 2025 | Truist Financial Corp | 13G/A | 7.2% | 44.7K | SEC |
| 3 | Nov 12, 2024 | Truist Financial Corp | 13G/A | 11.6% | 46.4K | SEC |
| 4 | Feb 15, 2023 | Truist Financial Corp | 13G/A | 17.0% | 110.3K | SEC |
| 5 | Mar 17, 2022 | Truist Financial Corp | 13G | 16.8% | 169.3K | SEC |
| 6 | Feb 17, 2021 | Truist Financial Corp | 13G | 16.6% | 299.0K | SEC |
| 7 | Jul 24, 2020 | Truist Financial Corp | 13G | 15.0% | 338.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Alps Advisors Inc | 165.7K | $10.99M |
| 2 | Citadel Advisors LLC | 18.8K | $1.24M |
| 3 | Osaic Holdings, Inc. | 13.6K | $903.3K |
| 4 | Envestnet Asset Management Inc | 11.0K | $731.7K |
| 5 | Fermata Advisors, LLC | 9.9K | $656.6K |
| 6 | Arsenal Capital Advisors LLC | 7.5K | $500.6K |
| 7 | Koshinski Asset Management, Inc. | 5.3K | $352.7K |
| 8 | Riverfront Investment Group, LLC | 5.0K | $330.5K |
| 9 | Prospera Financial Services Inc | 4.2K | $281.0K |
| 10 | Stratos Wealth Partners, Ltd. | 3.6K | $241.3K |