Alps Dynamic US Dividend AdvRFDAETF
13F holders, Q4 2025 (December 31)26holders +1
2new positions
0sold out
1famous investor
$63.71avg. 13F price*
At the end of Q4 2025, 26 institutions reported holding Alps Dynamic US Dividend Adv (RFDA) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($15.7M), Prospera Financial Services Inc ($15.5M) and Alps Advisors Inc. ($14.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps Dynamic US Dividend Adv
- Filed as
- ALPS ETF TR (Q4 2025)
- CUSIP
- 00162Q528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 52,645 shares bought and 23,062 shares sold, net +29,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| RiverFront Investment Group, LLC | 0.26% | Reduce -0.1% | 246,122 | $15.7M |
| Prospera Financial Services Inc | 0.25% | Add +4.5% | 242,818 | $15.5M |
| Alps Advisors Inc. | 0.08% | Reduce -2.4% | 222,232 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 178,584 | $11.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.8% | 168,070 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 66,795 | $4.3M |
| Retirement Planning Group, LLC / NY | 2.80% | Reduce -2.1% | 64,467 | $4.1M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -2.3% | 36,121 | $2.3M |
| Bison Wealth, LLC | 0.20% | New | 28,602 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 15,872 | $1.0M |
| GAMMA Investing LLC | 0.05% | Reduce -0.1% | 15,049 | $959K |
| DAVENPORT & Co LLC | 0.00% | Add +1.0% | 9,383 | $598K |
| Leigh Baldwin & Co., LLC | 0.39% | Add +0.2% | 9,355 | $596K |
| Citadel Advisors | 0.00% | New | 9,313 | $594K |
| Susquehanna International Group, LLP | 0.00% | Add +61.5% | 6,242 | $398K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -8.0% | 6,223 | $397K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.3% | 4,905 | $313K |
| Two Sigma Investments, LP | 0.00% | Reduce -21.1% | 4,480 | $286K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 3,530 | $225K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 3,447 | $221K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,482 | $158K |
| UBS Group AG | 0.00% | Add +19.9% | 1,092 | $70K |
| Evolution Wealth Management Inc. | 0.05% | No change | 881 | $56K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.6% | 836 | $53K |
| Morgan Stanley | 0.00% | Reduce -53.8% | 86 | $6K |
| Luminist Capital LLC | 0.00% | No change | 39 | $2K |
"% of holder's portfolio" is RFDA's weight in each manager's 13F, not the share of Alps Dynamic US Dividend Adv the manager owns.