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Disclosery

SDOG ALPS ETF TR

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SECTR DIV DOGS (fund)

154 managers (156 13F filers) reported a position in SDOG shares at 2024-12-31, 6,440,971 shares in all. 10 filers opened a position and 9 filers sold out during the quarter.

Managers
154
13F filers
156
New
10
Added
39
Reduced
49
Sold out
9
Shares held by filers
6,440,971

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,340,673$75.8M0.01%+40,04913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,118,139$63.2M<0.01%-12,28413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN744,391$42.1M0.01%-33,80613F-HRTimelineGroup
UBS Group AGin group UBS Group AG330,157$18.7M<0.01%-51913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC275,047$15.5M0.02%-3,86113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC243,952$13.8M0.01%13F-HR/ATimelineGroup
LPL Financial LLC221,924$12.5M0.01%-11,35113F-HRTimeline
Del-Sette Capital Management, LLC203,819$11.5M9.35%-3,04613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,905$8.64M<0.01%-3,87413F-HRTimelineGroup
Janney Montgomery Scott LLC100,719$5.69M0.02%-4,33913F-HRTimeline
Capital Investment Counsel, LLC83,630$4.73M0.79%+80713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,046$4.52M0.01%+89413F-HR/ATimeline
MTM FINANCIAL GROUP, LLC77,965$4.41M2.63%-2,16813F-HRTimeline
Dynamic Advisor Solutions LLC69,069$3.9M0.17%-80113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,969$3.22M<0.01%+22513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,992$2.71M<0.01%+6213F-HRTimelineGroup
Meridian Wealth Management, LLC47,852$2.7M0.13%+41013F-HRTimeline
Cetera Investment Advisers46,397$2.62M0.01%+18113F-HRTimeline
Integrated Wealth Concepts LLC45,347$2.56M0.03%-25513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,613$2.52M0.01%+1,02213F-HRTimelineGroup
JPL Wealth Management, LLC44,179$2.5M0.71%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…43,093$2.44M0.02%-1,44113F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC39,807$2.25M1%-15613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,859$2.08M+1,467Timeline
MONEY CONCEPTS CAPITAL CORP35,896$2.03M0.15%+1,85313F-HRTimeline
Steward Partners Investment Advisory, L…33,560$1.9M0.02%-24613F-HRTimeline
Cambridge Investment Research Advisors,…29,380$1.66M0.01%-1,65713F-HRTimeline
Sage Capital Management, LLC29,225$1.65M0.83%-10613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,466$1.61M0.04%-2,86213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,138$1.59M<0.01%+23,51913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…27,602$1.56M0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,236$1.48M<0.01%-7,60713F-HR/ATimelineGroup
Heartwood Wealth Advisors LLC26,135$1.48M0.17%-2513F-HRTimeline
MML INVESTORS SERVICES, LLC22,397$1.27M<0.01%+1113F-HRTimeline
Investors Research Corp19,587$1.11M0.24%-40013F-HRTimeline
D.A. DAVIDSON & CO.18,682$1.06M0.01%-4,00013F-HRTimeline
HighTower Advisors, LLC18,158$1.03M<0.01%+10213F-HRTimeline
Cypress Wealth Services, LLC17,752$1M0.2%+25513F-HRTimeline
Great Diamond Partners, LLC17,739$1M0.26%-17713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding17,533$991K+8,912Timeline
Prospera Financial Services Inc17,436$985K0.02%+49213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC17,039$963K0.13%-4913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,498$932K<0.01%-1,22013F-HRTimelineGroup
Madden Advisory Services, Inc.16,110$910K0.42%-20113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,850$896K<0.01%+3,25813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,188$858K<0.01%-59513F-HRTimelineGroup
PFG Advisors14,744$833K0.05%+34013F-HRTimeline
Atria Wealth Solutions, Inc.14,442$816K0.01%-7,57213F-HRTimeline
GTS SECURITIES LLC14,236$805K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC11,658$679K<0.01%-10013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,726$663K0.01%+26513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,698$661K<0.01%-62513F-HRTimelineGroup
PFG Investments, LLC11,420$645K0.04%+4613F-HRTimeline
Rockport Wealth LLC10,296$605K0.27%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…10,535$595K0.45%13F-HR/ATimelineGroup
BKM Wealth Management, LLC10,350$585K0.24%-84313F-HRTimeline
FMR LLCin group FMR LLC10,036$567K<0.01%+16013F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC9,577$552K0.11%+46013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,709$549K<0.01%+1,80013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors9,150$515K0.08%013F-HRTimelineGroup
Private Advisor Group, LLC9,060$512K<0.01%-3,56213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,742$494K0.01%-21113F-HRTimeline
Creative Planningin group Creative Planning8,236$465K<0.01%-7,35913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,942$449K<0.01%+18713F-HRTimelineGroup
Strategic Financial Concepts, LLC7,893$446K0.09%+10913F-HR/ATimeline
Tradition Wealth Management, LLC7,764$439K0.04%-7613F-HRTimeline
Parvin Asset Management, LLC7,521$425K0.46%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,223$408K<0.01%-2,28913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,154$404K0.03%-23513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,023$397K<0.01%+96913F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC6,928$392K0.36%13F-HRTimeline
J.W. COLE ADVISORS, INC.6,757$382K0.02%+14613F-HRTimeline
Pinnacle Bancorp, Inc.6,700$379K0.12%013F-HRTimeline
Virtus Wealth Solutions LLC6,689$378K0.09%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,353$359K<0.01%-17,33413F-HRTimelineGroup
Keystone Financial Group6,229$352K0.03%-15913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,069$343K0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,789$327K<0.01%-9613F-HRTimeline
Aspen Grove Capital, LLC5,750$325K0.07%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC5,739$324K0.16%013F-HRTimelineGroup
Allworth Financial LP5,598$323K<0.01%-13,62713F-HRTimeline
BTS Asset Management, Inc.5,603$317K0.32%new13F-HRTimeline
COMERICA BANK5,554$314K<0.01%+35613F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,282$294K0.02%013F-HRTimelineGroup
Advisory Services Network, LLC5,180$293K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC5,170$292K0.06%013F-HRTimeline
Tyche Wealth Partners LLC5,142$291K0.06%013F-HRTimeline
Well Done, LLC4,696$277K0.05%013F-HRTimeline
Convergence Financial, LLC4,889$276K0.06%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,798$271K0.12%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,728$267K<0.01%-18413F-HRTimelineGroup
Dana Investment Advisors, Inc.4,712$266K0.01%013F-HRTimeline
Waverly Advisors, LLC4,576$259K<0.01%+46013F-HRTimeline
First Heartland Consultants, Inc.4,540$257K0.03%013F-HRTimeline
MKT Advisors LLC4,418$255K0.11%013F-HRTimeline
NewEdge Advisors, LLC4,499$254K<0.01%-47613F-HRTimeline
Snowden Capital Advisors LLC4,384$248K0.01%013F-HRTimeline
Hudock, Inc.4,285$242K0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,250$240K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA4,165$235K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,115$232K0.02%new13F-HRTimeline
Transform Wealth, LLC3,977$225K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,760$213K<0.01%+68213F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC3,757$212K0.08%013F-HRTimeline
Simmons Bankin group Simmons Bank3,683$208K0.02%-20013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,378$191K<0.01%+2,85713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,972$168K<0.01%+2013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,496$141K<0.01%+40013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC2,282$129K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.2,060$116K<0.01%-2013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,750$98.9K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,541$87.1K<0.01%-1,95613F-HRTimelineGroup
Key Financial Inc1,098$62K0.01%013F-HRTimeline
SIERRA OCEAN, LLC1,087$61.4K0.05%13F-HRTimeline
Register Financial Advisors LLC1,050$59.3K0.03%013F-HRTimeline
Caldwell Trust Co1,050$59.3K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,000$56.5K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,000$56.5K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.1,000$56.5K0.04%13F-HRTimeline
ALBION FINANCIAL GROUP /UT867$49K<0.01%+813F-HRTimeline
ORG Partners LLC750$42.4K0.01%new13F-HRTimeline
CoreCap Advisors, LLC738$41.7K<0.01%-19113F-HRTimeline
Cassady Schiller Wealth Management, LLC716$40.5K0.01%013F-HRTimeline
Castleview Partners, LLC654$36.9K0.02%new13F-HR/ATimeline
MAI Capital Management624$35.3K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC600$33K0.01%13F-HRTimeline
TD Waterhouse Canada Inc.505$28.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$28.3K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC500$28.3K<0.01%-50013F-HRTimeline
Global Retirement Partners, LLC349$19.7K<0.01%+31513F-HRTimeline
BIRCHBROOK, INC.339$19.2K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…330$18.6K<0.01%+18013F-HRTimeline
Avion Wealth334$18K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC312$17.6K<0.01%+6213F-HRTimelineGroup
Pathway Financial Advisers, LLC232$13.1K<0.01%013F-HRTimeline
AE Wealth Management LLC218$12.3K<0.01%new13F-HRTimeline
one8zero8, LLC195$11K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC185$10.5K<0.01%13F-HRTimeline
Stephens Consulting, LLC174$9.83K<0.01%013F-HRTimeline
Noble Wealth Management PBC156$8.82K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.155$8.76K<0.01%013F-HR/ATimeline
GHP Investment Advisors, Inc.145$8.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC134$7.59K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV102$5.76K<0.01%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC100$5.65K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…84$4.75K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management50$2.83K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC45$2.54K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC27$2K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.20$1.13K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.11$600<0.01%013F-HRTimeline
Larson Financial Group LLC4$223<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$1130.01%-2,00813F-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.