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REIT ALPS ETF TR

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ACTIVE REIT ETF (fund)

20 managers (20 13F filers) reported a position in REIT shares at 2025-06-30, 388,070 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
20
13F filers
20
New
2
Added
9
Reduced
2
Sold out
5
Shares held by filers
388,070

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC130,669$3.44M0.84%+6,17413F-HRTimeline
Robertson Stephens Wealth Management, L…42,219$1.11M0.04%-13,03213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,095$1.08M0.03%+10,93713F-HRTimeline
Arete Wealth Advisors, LLC39,267$1.03M0.07%+10,16013F-HRTimeline
&PARTNERS34,089$897K0.01%-34,12413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC28,873$760K0.01%+1,14213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,688$439K<0.01%+8,19613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,134$398K<0.01%013F-HRTimelineGroup
GTS SECURITIES LLC10,625$280K0.01%+1,05913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC10,042$264K0.03%+32113F-HRTimelineGroup
Fermata Advisors, LLC9,192$242K0.06%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,754$98.5K<0.01%013F-HR/ATimelineGroup
Main Street Group, LTD2,372$62.4K0.02%+1,54813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,849$48.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,342$35.3K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC759$20K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92$2.42K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC6$158<0.01%013F-HRTimeline
AE Wealth Management LLC3$83<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.