Alps Dynamic US Dividend AdvRFDAETF
13F holders, Q1 2026 (March 31)24holders −2
0new positions
3sold out
1famous investor
$62.81avg. 13F price*
At the end of Q1 2026, 24 institutions reported holding Alps Dynamic US Dividend Adv (RFDA) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 3 sold out. The largest holders were RiverFront Investment Group, LLC ($15.2M), Prospera Financial Services Inc ($15.1M) and Envestnet Asset Management Inc. ($10.9M). 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 (Q1 2026)
- CUSIP
- 00162Q528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $621K |
All 13F filers, Q4 2025 → Q1 2026: 4,705 shares bought and 143,753 shares sold, net −139,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| RiverFront Investment Group, LLC | 0.24% | Reduce -1.1% | 243,331 | $15.2M |
| Prospera Financial Services Inc | 0.24% | Reduce -0.8% | 240,976 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 174,500 | $10.9M |
| Alps Advisors Inc. | 0.05% | Reduce -23.9% | 169,092 | $10.6M |
| Truist Financial Corp. | 0.01% | Reduce -2.0% | 164,751 | $10.3M |
| Retirement Planning Group, LLC / NY | 2.44% | Reduce -6.2% | 60,477 | $3.8M |
| Bison Wealth, LLC | 0.20% | Add +4.7% | 29,935 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -54.2% | 30,566 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 15,747 | $987K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -58.2% | 15,113 | $947K |
| GAMMA Investing LLC | 0.04% | Reduce -1.8% | 14,780 | $926K |
| DAVENPORT & Co LLC | 0.00% | Add +25.0% | 11,728 | $735K |
| Citadel Advisors | 0.00% | Add +1.7% | 9,475 | $594K |
| Leigh Baldwin & Co., LLC | 0.33% | Reduce -12.6% | 8,179 | $513K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.8% | 5,239 | $328K |
| Two Sigma Investments, LP | 0.00% | Reduce -2.2% | 4,380 | $274K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +14.7% | 4,050 | $254K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,482 | $153K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -84.3% | 974 | $61K |
| Evolution Wealth Management Inc. | 0.04% | Add +1.1% | 891 | $56K |
| NewEdge Advisors, LLC | 0.00% | No change | 836 | $52K |
| UBS Group AG | 0.00% | Reduce -64.4% | 389 | $24K |
| Morgan Stanley | 0.00% | No change | 86 | $5K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $56 |
"% 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.