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REIT ALPS ETF TR

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ACTIVE REIT ETF (fund)

16 managers (16 13F filers) reported a position in REIT shares at 2026-06-30, 280,690 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
5
Reduced
5
Sold out
6
Shares held by filers
280,690

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ellsworth Advisors, LLC159,149$4.88M0.8%+9,91313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC31,615$960K0.01%-97813F-HRTimelineGroup
Virtue Capital Management, LLC21,445$651K0.09%new13F-HRTimeline
&PARTNERS16,560$503K<0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,000$304K<0.01%-1,50013F-HRTimelineGroup
Fermata Advisors, LLC8,834$268K0.05%-17913F-HRTimeline
Park Edge Advisors, LLC8,353$254K0.05%+38713F-HRTimeline
Summit Financial, LLC7,730$235K<0.01%-46913F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …7,350$223K0.07%new13F-HRTimelineGroup
Main Street Group, LTD3,071$93.3K0.02%+2113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,274$69.1K<0.01%+2,26313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,038$61.9K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC794$24.1K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/674$20.4K<0.01%-2,44413F-HRTimelineGroup
IMA Advisory Services, Inc.600$18.2K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY203$6.17K<0.01%+20213F-HRTimelineGroup