Institutional Ownership
Alps ETF Tr
CUSIP 00162Q536RIVERFRONT DYMRFCIQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
15.2%
Max % of class reported
Institutional Holders
12
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Oct 23, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 23, 2025 | Truist Financial Corp | 13G/A | 15.2% | 121.7K | SEC |
| 2 | Oct 20, 2025 | Truist Financial Corp | 13G/A | 15.2% | 121.7K | SEC |
| 3 | Nov 12, 2024 | Truist Financial Corp | 13G/A | 12.7% | 127.2K | SEC |
| 4 | Feb 15, 2023 | Truist Financial Corp | 13G/A | 11.4% | 207.5K | SEC |
| 5 | Mar 17, 2022 | Truist Financial Corp | 13G | 12.9% | 542.9K | SEC |
| 6 | Feb 17, 2021 | Truist Financial Corp | 13G | 14.0% | 574.2K | SEC |
| 7 | Jul 27, 2020 | Truist Financial Corp | 13G | 13.6% | 647.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Prospera Financial Services Inc | 195.8K | $4.39M |
| 2 | Riverfront Investment Group, LLC | 163.4K | $3.66M |
| 3 | Envestnet Asset Management Inc | 128.8K | $2.88M |
| 4 | Truist Financial Corp | 115.3K | $2.58M |
| 5 | Susquehanna International Group, LLP | 66.5K | $1.49M |
| 6 | Leigh Baldwin & Co., LLC | 9.4K | $210.5K |
| 7 | Elevated Capital Advisors, LLC | 346 | $7.8K |
| 8 | Evolution Wealth Management Inc. | 275 | $6.2K |
| 9 | Gamma Investing LLC | 258 | $5.8K |
| 10 | Ubs Group AG | 73 | $1.6K |