Alps Dynamic Core Income ETFRFCIETF
13F holders, Q1 2026 (March 31)13holders
1new positions
2sold out
$22.40avg. 13F price*
At the end of Q1 2026, 13 institutions reported holding Alps Dynamic Core Income ETF (RFCI) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Prospera Financial Services Inc ($4.4M), RiverFront Investment Group, LLC ($3.7M) and Envestnet Asset Management Inc. ($2.9M).
- Company
- Alps Dynamic Core Income ETF
- Filed as
- ALPS ETF TR (Q1 2026)
- CUSIP
- 00162Q536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.5M |
| Exits | 2 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 66,566 shares bought and 127,693 shares sold, net −61,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Prospera Financial Services Inc | 0.07% | Reduce -3.5% | 195,813 | $4.4M |
| RiverFront Investment Group, LLC | 0.06% | Reduce -2.0% | 163,430 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 128,793 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -3.8% | 115,310 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 66,465 | $1.5M |
| Leigh Baldwin & Co., LLC | 0.14% | Add +1.1% | 9,396 | $210K |
| NewEdge Advisors, LLC | 0.00% | No change | 871 | $20K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -97.8% | 346 | $8K |
| Evolution Wealth Management Inc. | 0.00% | No change | 275 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 258 | $6K |
| UBS Group AG | 0.00% | Reduce -48.6% | 73 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $22 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $19 |
"% of holder's portfolio" is RFCI's weight in each manager's 13F, not the share of Alps Dynamic Core Income ETF the manager owns.