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REIT ALPS ETF TR

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ACTIVE REIT ETF (fund)

18 managers (18 13F filers) reported a position in REIT shares at 2024-12-31, 372,207 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
7
Reduced
4
Sold out
1
Shares held by filers
372,207

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Ellsworth Advisors, LLC121,326$3.31M0.87%+5,37813F-HRTimeline
Robertson Stephens Wealth Management, L…116,917$3.19M0.11%+92,70913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC25,984$708K0.01%+10613F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV24,835$682K0.67%+3,85313F-HRTimeline
Arete Wealth Advisors, LLC24,559$669K0.05%+1,82213F-HRTimeline
Park Edge Advisors, LLC13,990$381K0.11%new13F-HRTimeline
GTS SECURITIES LLC11,645$317K0.02%-13,41213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,526$260K0.03%-84,96213F-HRTimelineGroup
Fermata Advisors, LLC9,113$248K0.05%-23413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,822$104K<0.01%+1,00713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,155$86K<0.01%new13F-HRTimelineGroup
ZynergyRetirementPlanningLLC2,814$82.1K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,471$67.4K<0.01%+2,30513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/790$21.5K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC759$20.7K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.500$13.6K<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$47<0.01%-11613F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.