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RFDA ALPS ETF TR

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DYNAM US ETF (fund)

25 managers (25 13F filers) reported a position in RFDA shares at 2024-12-31, 1,449,687 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
25
13F filers
25
New
1
Added
12
Reduced
5
Sold out
2
Shares held by filers
1,449,687

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
RiverFront Investment Group, LLC563,174$31.5M0.72%+30,75713F-HRTimeline
Prospera Financial Services Inc238,107$13.3M0.31%+22,29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC190,922$10.7M<0.01%+12,75013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP175,029$9.79M0.02%+12,27513F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY70,676$3.95M4.35%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,870$2.12M<0.01%13F-HR/ATimelineGroup
Koshinski Asset Management, Inc.37,565$2.1M0.19%-2,03313F-HRTimeline
Bison Wealth, LLC33,437$1.87M0.23%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,434$919K<0.01%+11,86613F-HRTimelineGroup
GAMMA Investing LLC15,362$859K0.07%+2,73213F-HRTimeline
Janney Montgomery Scott LLC15,173$848K<0.01%+42713F-HRTimeline
LEIGH BALDWIN & CO., LLC9,273$518K0.44%13F-HR/ATimeline
DAVENPORT & Co LLC8,777$491K<0.01%+71013F-HRTimeline
Elevated Capital Advisors, LLC8,290$464K0.13%-3,33713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,400$414K<0.01%+3,70013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,957$333K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,937$332K<0.01%-12013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,926$331K<0.01%+4813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,482$139K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,028$57.5K<0.01%-5913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN545$30.5K<0.01%+113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY185$10.3K<0.01%-113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG99$5.54K<0.01%+5713F-HRTimelineGroup
Luminist Capital LLC39$2.18K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.