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Disclosery

IDOG ALPS ETF TR

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INTL SEC DV DOG (fund)

59 managers (59 13F filers) reported a position in IDOG shares at 2025-03-31, 6,085,059 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
59
13F filers
59
New
2
Added
25
Reduced
17
Sold out
6
Shares held by filers
6,085,059

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,048,983$33.2M<0.01%+64,94413F-HRTimelineGroup
Avantax Planning Partners, Inc.1,000,981$31.7M1.12%+21,19113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.765,889$24.2M0.15%+77,29513F-HRTimeline
Del-Sette Capital Management, LLC431,269$13.7M10.72%+40,56113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth353,773$11.2M0.17%-8613F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC348,098$11M2.49%-9213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/308,232$9.76M<0.01%+21,24013F-HRTimelineGroup
UBS Group AGin group UBS Group AG239,796$7.59M<0.01%+46,50113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN171,703$5.44M<0.01%-17,73213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC140,814$4.46M<0.01%+3,76913F-HRTimelineGroup
ForthRight Wealth Management, LLC124,483$3.94M1.32%+21413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,003$3.83M0.01%-14,08313F-HRTimeline
First Horizon Advisors, Inc.119,529$3.78M0.11%-1,18513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,448$3.56M<0.01%-1,06213F-HR/ATimelineGroup
Genesee Capital Advisors, LLC91,459$2.9M1.45%+9,54613F-HRTimeline
LPL Financial LLC78,617$2.49M<0.01%+1,86613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,084$2.44M<0.01%-524,29413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC67,345$2.13M0.29%-14413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC64,168$2.03M0.03%-3,75713F-HRTimelineGroup
OLD MISSION CAPITAL LLC57,790$1.83M0.04%-53,16313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,963$1.11M<0.01%-1,89013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,429$875K<0.01%+9,09313F-HR/ATimelineGroup
Fermata Advisors, LLC27,605$874K0.16%+1,96613F-HRTimeline
Federation des caisses Desjardins du Qu…27,446$869K<0.01%-11513F-HRTimeline
Integrated Wealth Concepts LLC26,954$853K0.01%+81613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,000$728K0.02%+10,23313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC21,029$666K<0.01%+11713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,944$536K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,779$531K<0.01%+1,79813F-HRTimelineGroup
American Alpha Advisors, LLC15,974$506K0.45%+2,44813F-HRTimeline
Janney Montgomery Scott LLC13,535$428K<0.01%+1813F-HRTimeline
CWM, LLCin group CWM, LLC13,221$418K<0.01%+2513F-HRTimelineGroup
&PARTNERS11,945$381K<0.01%-10,62413F-HRTimeline
Cambridge Investment Research Advisors,…10,154$321K<0.01%-3,76913F-HRTimeline
Regal Investment Advisors LLC10,056$318K0.03%+84013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,361$296K<0.01%+6113F-HRTimelineGroup
Cetera Investment Advisers9,164$290K<0.01%+24413F-HRTimeline
Wambolt & Associates, LLC8,409$268K0.09%-43213F-HRTimeline
Heritage Wealth Management, Inc.7,908$250K0.09%013F-HRTimeline
MGO ONE SEVEN LLC7,685$243K0.01%-58913F-HRTimeline
Avior Wealth Management, LLC6,960$220K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,030$159K<0.01%+4,03013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,014$63.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,580$50K<0.01%+1,57913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,532$48.5K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,251$39.6K<0.01%+1,05413F-HRTimelineGroup
PRIVATE TRUST CO NA846$26.8K<0.01%-31113F-HRTimeline
Salomon & Ludwin, LLC705$22.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc460$13.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…355$11.2K<0.01%new13F-HRTimeline
COMERICA BANK344$10.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.286$9.05K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.220$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlackRock, Inc.in group BlackRock, Inc.213$6.74K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.113$3.58K<0.01%013F-HRTimeline
Founders Capital Management69$2.18K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc48$1.53K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$254<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.