Alps Clean Energy ETFACESETF

13F holders, Q4 2025 (December 31)
50holders +7
11new positions
6sold out
2famous investors
$32.42avg. 13F price*

At the end of Q4 2025, 50 institutions reported holding Alps Clean Energy ETF (ACES) in their 13F filings, up 7 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were CIBC Private Wealth Group LLC ($40.9M), Wealthfront Advisers LLC ($3.1M) and GTS Securities LLC ($1.9M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Alps Clean Energy ETF
Filed as
ALPS ETF TR (Q4 2025)
CUSIP
00162Q460
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 69Q1 2024Q2 2024: 57Q2 2024Q3 2024: 52Q3 2024Q4 2024: 44Q4 2024Q1 2025: 42Q1 2025Q2 2025: 41Q2 2025Q3 2025: 43Q3 2025Q4 2025: 50Q4 2025Q1 2026: 51Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$1.1M
Exits6$1.9M

All 13F filers, Q3 2025 → Q4 2025: 237,575 shares bought and 153,799 shares sold, net +83,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

CIBC Private Wealth Group LLC 0.07% Add +10.8% 1,262,174 $40.9M
Wealthfront Advisers LLC 0.01% Add +0.5% 94,918 $3.1M
GTS Securities LLC 0.07% Add +646.0% 58,740 $1.9M
D. E. Shaw & Co. 0.00% Reduce -0.3% 39,832 $1.3M
Focus Partners Wealth 0.00% Add +10.5% 32,040 $1.0M
Bank of America Corp. 0.00% Reduce -7.5% 31,387 $1.0M
Jane Street Group, LLC 0.00% Add +105.0% 31,077 $1.0M
Susquehanna International Group, LLP 0.00% Add +52.1% 30,134 $977K
Morgan Stanley 0.00% Reduce -28.3% 21,734 $705K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.7% 20,868 $677K
LPL Financial LLC 0.00% Reduce -16.5% 19,416 $629K
Wells Fargo & Company 0.00% Reduce -32.6% 14,184 $460K
Waystone Advisors LLC 0.35% — 12,592 $408K
Flow Traders U.S. LLC 0.01% New 12,285 $398K
UBS Group AG 0.00% Reduce -51.1% 12,165 $394K
Virtu Financial LLC 0.01% New 11,845 $384K
Trillium Asset Management, LLC 0.01% No change 10,000 $324K
Millennium Management 0.00% Reduce -85.8% 9,082 $294K
US Bancorp \de 0.00% No change 8,726 $283K
TigerOak Management, L.L.C. 0.09% Reduce -2.6% 8,622 $280K
LaSalle St. Investment Advisors, LLC 0.03% New 6,341 $205K
O'shaughnessy Asset Management, LLC 0.00% No change 3,695 $120K
Osaic Holdings, Inc. 0.00% Reduce -27.4% 1,918 $62K
Kestra Advisory Services, LLC 0.00% New 1,880 $61K
Royal Bank of Canada 0.00% Reduce -1.1% 1,495 $48K
Smithfield Trust Co 0.00% No change 1,412 $46K
Advisors Preferred, LLC 0.01% Reduce -67.4% 1,144 $39K
Farther Finance Advisors, LLC 0.00% New 736 $24K
Allworth Financial LP 0.00% No change 578 $19K
NCP Inc. 0.01% New 466 $15K
Flagship Harbor Advisors, LLC 0.00% New 350 $11K
Steward Partners Investment Advisory, LLC 0.00% New 302 $10K
Rockefeller Capital Management L.P. 0.00% Reduce -9.2% 267 $9K
Geneos Wealth Management Inc. 0.00% No change 245 $8K
NewEdge Advisors, LLC 0.00% No change 200 $6K
Tsfg, LLC 0.00% No change 183 $6K
SageView Advisory Group, LLC 0.00% New 110 $4K
Godfrey Financial Associates, Inc. 0.00% — 100 $3K
Harbour Investments, Inc. 0.00% No change 100 $3K
PNC Financial Services Group, Inc. 0.00% Reduce -37.5% 100 $3K
Qube Research & Technologies Ltd 0.00% No change 66 $2K
Thompson Investment Management, Inc. 0.00% New 59 $2K
MAI Capital Management 0.00% No change 50 $2K
Global Retirement Partners, LLC 0.00% Add +2.6% 40 $1K
Wolff Wiese Magana LLC 0.00% No change 37 $1K
Financial Management Professionals, Inc. 0.00% No change 25 $811
Aptus Capital Advisors, LLC 0.00% New 20 $648
EPG Wealth Management LLC 0.00% No change 7 $228
National Bank of Canada 0.00% No change 3 $97
JPMorgan Chase & Co. 0.00% No change 2 $66

"% of holder's portfolio" is ACES's weight in each manager's 13F, not the share of Alps Clean Energy ETF the manager owns.