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Disclosery

SDOG ALPS ETF TR

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SECTR DIV DOGS (fund)

152 managers (154 13F filers) reported a position in SDOG shares at 2025-03-31, 6,599,503 shares in all. 14 filers opened a position and 15 filers sold out during the quarter.

Managers
152
13F filers
154
New
14
Added
49
Reduced
48
Sold out
15
Shares held by filers
6,599,503

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/1,437,964$83.5M0.01%+97,29113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,069,829$62.2M<0.01%-48,31013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN675,002$39.2M0.01%-69,38913F-HRTimelineGroup
Del-Sette Capital Management, LLC317,964$18.5M14.51%+114,14513F-HRTimeline
UBS Group AGin group UBS Group AG307,339$17.9M<0.01%-22,81813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC292,521$17M0.01%+48,56913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC242,599$14.1M0.02%-32,44813F-HRTimeline
LPL Financial LLC242,083$14.1M0.01%+20,15913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,654$8.93M<0.01%+74913F-HR/ATimelineGroup
Janney Montgomery Scott LLC111,456$6.48M0.02%+10,73713F-HRTimeline
Capital Investment Counsel, LLC82,691$4.8M0.79%-93913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…78,811$4.58M0.01%-1,23513F-HRTimeline
MTM FINANCIAL GROUP, LLC77,255$4.49M2.63%-71013F-HRTimeline
Dynamic Advisor Solutions LLC69,204$4.02M0.13%+13513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,636$3.46M<0.01%+2,66713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,923$3.31M<0.01%+28,78513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,783$3.18M<0.01%+6,79113F-HRTimelineGroup
Cetera Investment Advisers47,967$2.79M0.01%+1,57013F-HRTimeline
Meridian Wealth Management, LLC47,326$2.75M0.13%-52613F-HRTimeline
JPL Wealth Management, LLC46,180$2.68M0.77%+2,00113F-HR/ATimeline
Integrated Wealth Concepts LLC45,171$2.62M0.03%-17613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,815$2.6M0.01%+20213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,579$2.42M0.02%-1,51413F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC39,674$2.31M1.05%-13313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP36,363$2.11M0.16%+46713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,227$2.1M-632Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,359$2M<0.01%+8,12313F-HRTimelineGroup
Steward Partners Investment Advisory, L…31,327$1.82M0.02%-2,23313F-HRTimeline
GTS SECURITIES LLC30,310$1.76M0.08%+16,07413F-HRTimeline
Sage Capital Management, LLC28,350$1.65M0.89%-87513F-HRTimeline
Heartwood Wealth Advisors LLC27,431$1.59M0.18%+1,29613F-HRTimeline
Federation des caisses Desjardins du Qu…27,427$1.59M0.01%-17513F-HRTimeline
Cambridge Investment Research Advisors,…26,830$1.56M0.01%-2,55013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,970$1.51M0.03%-2,49613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,168$1.23M<0.01%-1,22913F-HRTimeline
Summit Financial, LLC18,618$1.08M0.03%new13F-HRTimeline
Investors Research Corp18,049$1.05M0.23%-1,53813F-HRTimeline
Cypress Wealth Services, LLC17,857$1.04M0.21%+10513F-HRTimeline
Great Diamond Partners, LLC17,700$1.03M0.28%-3913F-HRTimeline
Prospera Financial Services Inc17,161$997K0.02%-27513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding17,102$994K-431Timeline
CAHILL FINANCIAL ADVISORS INC17,076$992K0.13%+3713F-HRTimeline
HighTower Advisors, LLC16,829$978K<0.01%-1,32913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,597$964K<0.01%+9913F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,769$916K0.01%+1,32713F-HRTimeline
Madden Advisory Services, Inc.15,053$875K0.41%-1,05713F-HRTimeline
PFG Advisors15,049$874K0.05%+30513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,244$711K<0.01%-2,94413F-HRTimelineGroup
Private Advisor Group, LLC11,784$685K<0.01%+2,72413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,634$676K0.01%-9213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,205$651K<0.01%-49313F-HRTimelineGroup
Sanctuary Advisors, LLC11,180$650K<0.01%-47813F-HRTimeline
Summit Financial Wealth Advisors, LLC10,957$637K0.13%+1,38013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…10,485$609K0.49%-5013F-HRTimelineGroup
BKM Wealth Management, LLC10,350$601K0.25%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,199$593K0.02%new13F-HRTimeline
PFG Investments, LLC10,188$592K0.04%-1,23213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,686$563K<0.01%+1,74413F-HRTimelineGroup
FMR LLCin group FMR LLC9,568$556K<0.01%-46813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,791$511K0.01%+4913F-HRTimeline
Creative Planningin group Creative Planning8,375$487K<0.01%+13913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,077$469K0.01%+1,32013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,108$466K<0.01%+4,73013F-HR/ATimelineGroup
Strategic Financial Concepts, LLC7,963$463K0.09%+7013F-HRTimeline
Tradition Wealth Management, LLC7,788$452K0.04%+2413F-HRTimeline
Parvin Asset Management, LLC7,521$437K0.49%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,249$421K<0.01%+2613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,160$416K0.03%+613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC6,985$406K0.36%+5713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,874$399K<0.01%-14913F-HRTimelineGroup
SWEENEY & MICHEL, LLC7,751$391K0.17%13F-HRTimeline
Pinnacle Bancorp, Inc.6,700$389K0.13%013F-HRTimeline
D.A. DAVIDSON & CO.6,582$382K<0.01%-12,10013F-HRTimeline
Keystone Financial Group6,209$361K0.04%-2013F-HRTimeline
Virtus Wealth Solutions LLC6,127$356K0.11%-56213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,069$353K0.01%013F-HRTimelineGroup
Advisory Services Network, LLC5,955$346K0.01%+77513F-HRTimeline
Tyche Wealth Partners LLC5,769$335K0.07%+62713F-HRTimeline
Aspen Grove Capital, LLC5,750$334K0.06%013F-HRTimeline
Allworth Financial LP5,961$326K<0.01%+36313F-HRTimeline
Beacon Pointe Advisors, LLC5,605$326K<0.01%-18413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC5,547$322K0.16%-19213F-HRTimelineGroup
COMERICA BANK5,482$319K<0.01%-7213F-HRTimeline
Commonwealth Financial Services, LLC5,170$300K0.06%013F-HRTimeline
NewEdge Advisors, LLC5,104$297K<0.01%+60513F-HRTimeline
Geneos Wealth Management Inc.5,015$291K<0.01%+2,95513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,282$290K0.02%013F-HRTimelineGroup
Convergence Financial, LLC4,889$284K0.06%013F-HRTimeline
Transform Wealth, LLC4,841$281K0.02%+86413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,792$278K0.11%-613F-HRTimeline
Dana Investment Advisors, Inc.4,712$274K0.01%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,712$274K<0.01%-1613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,638$269K<0.01%+38813F-HRTimelineGroup
Waverly Advisors, LLC4,542$264K<0.01%-3413F-HRTimeline
First Heartland Consultants, Inc.4,540$264K0.03%013F-HRTimeline
Hudock, Inc.4,285$249K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,265$245K0.02%+15013F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC4,182$243K0.08%+42513F-HRTimeline
PRIVATE TRUST CO NA4,165$242K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,165$242K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC4,084$237K0.01%-30013F-HRTimeline
MKT Advisors LLC4,418$228K0.11%013F-HRTimeline
Idaho Trust Co3,700$215K0.09%new13F-HRTimeline
Simmons Bankin group Simmons Bank3,683$214K0.02%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,556$207K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,760$190K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,972$173K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,841$165K<0.01%-6,86813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,096$122K<0.01%-40013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,010$116K0.01%+2,00813F-HRTimeline
Goodman Advisory Group, LLC1,995$116K0.04%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC1,750$102K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,320$76.7K<0.01%-22113F-HRTimelineGroup
CoreCap Advisors, LLC1,105$64.2K<0.01%+36713F-HRTimeline
Key Financial Inc1,098$63.8K0.01%013F-HRTimeline
SIERRA OCEAN, LLC1,087$63.2K0.05%013F-HRTimeline
Register Financial Advisors LLC1,050$61K0.03%013F-HRTimeline
Caldwell Trust Co1,050$61K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,000$58.1K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,000$58.1K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT875$50.8K<0.01%+813F-HRTimeline
Arax Advisory Partners797$46.3K<0.01%new13F-HRTimeline
ORG Partners LLC750$43.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC746$43.3K<0.01%+43413F-HRTimelineGroup
MAI Capital Management625$36.3K<0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC600$34.9K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC578$33.6K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.505$29.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/500$29.1K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC500$29.1K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc424$24.5K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\400$23.2K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…330$19.2K<0.01%013F-HRTimeline
Avion Wealth334$18K<0.01%013F-HRTimeline
Asset Dedication, LLC205$11.9K<0.01%new13F-HRTimeline
one8zero8, LLC195$11.3K<0.01%013F-HRTimeline
Stephens Consulting, LLC174$10.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC160$9.3K<0.01%new13F-HRTimeline
Noble Wealth Management PBC156$9.06K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.155$9.01K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.145$8.43K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC142$8.26K<0.01%-4313F-HR/ATimeline
Beacon Capital Management, LLC136$7.88K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…84$4.88K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC52$3.05K<0.01%-16613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50$2.9K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC27$2K<0.01%013F-HRTimeline
Costello Asset Management, INC26$1.5K<0.01%new13F-HRTimeline
Truvestments Capital LLC17$975<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.11$617<0.01%013F-HRTimeline
Larson Financial Group LLC4$232<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.