Alps Sector Dividend DogsSDOGETF

13F holders, Q1 2024 (March 31)
140holders
$53.94avg. 13F price*

At the end of Q1 2024, 140 institutions reported holding Alps Sector Dividend Dogs (SDOG) in their 13F filings. The largest holders were Bank of America Corp. ($78.8M), Morgan Stanley ($62.2M) and Wells Fargo & Company ($43.1M).

Company
Alps Sector Dividend Dogs
Filed as
ALPS ETF TR (Q1 2024)
CUSIP
00162Q858
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 140Q1 2024Q2 2024: 144Q2 2024Q3 2024: 145Q3 2024Q4 2024: 155Q4 2024Q1 2025: 153Q1 2025Q2 2025: 155Q2 2025Q3 2025: 147Q3 2025Q4 2025: 162Q4 2025Q1 2026: 164Q1 2026Q2 2026: 171Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions14$7.3M
Exits8$2.7M

Ownership 140 holders

Bank of America Corp. 0.01% Reduce -13.0% 1,461,223 $78.8M
Morgan Stanley 0.01% Reduce -1.9% 1,153,466 $62.2M
Wells Fargo & Company 0.01% Reduce -8.3% 799,226 $43.1M
UBS Group AG 0.01% Reduce -5.4% 410,562 $22.1M
Commonwealth Equity Services, LLC 0.03% Reduce -10.9% 329,927 $17.8M
Del-Sette Capital Management, LLC 13.13% Reduce -17.6% 296,420 $16.0M
LPL Financial LLC 0.01% Add +31.0% 295,091 $15.9M
Royal Bank of Canada 0.00% Reduce -3.1% 149,913 $8.1M
Raymond James & Associates 0.00% Reduce -7.7% 131,185 $7.1M
Janney Montgomery Scott LLC 0.02% Reduce -24.4% 121,683 $6.6M
MTM Financial Group, LLC 3.96% Reduce -18.9% 110,549 $6.0M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -28.2% 99,928 $5.4M
Goldman Sachs Group Inc. 0.00% New 87,587 $4.7M
Capital Investment Counsel, LLC 0.96% Add +67.4% 82,597 $4.5M
Osaic Holdings, Inc. 0.01% Reduce -3.5% 77,317 $4.2M
Dynamic Advisor Solutions LLC 0.13% Add +9.8% 69,065 $3.7M
Stifel Financial Corp. 0.00% Reduce -1.0% 57,973 $3.1M
Ameriprise Financial Inc. 0.00% Reduce -9.5% 55,999 $3.0M
United Capital Financial Advisors, LLC 0.02% Reduce -39.9% 54,640 $2.9M
Cetera Investment Advisers 0.01% Add +152.9% 47,505 $2.6M
Integrated Wealth Concepts LLC 0.04% Reduce -0.2% 46,150 $2.5M
Joseph P. Lucia & Associates, LLC 1.21% Reduce -4.8% 41,810 $2.3M
Rockefeller Capital Management L.P. 0.01% Reduce -5.9% 41,414 $2.2M
Apollon Wealth Management, LLC 0.06% Add +0.7% 33,843 $1.8M
Money Concepts Capital Corp. 0.16% Add +3.8% 32,637 $1.8M
Steward Partners Investment Advisory, LLC 0.02% Add +4.2% 32,415 $1.7M
JPL Wealth Management, LLC 0.95% Add +12.2% 31,835 $1.7M
Kestra Advisory Services, LLC 0.01% Add +5.7% 30,690 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.8% 29,751 $1.6M
Sage Capital Management, LLC 0.84% Add +1.0% 28,836 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.3% 27,611 $1.5M
Heartwood Wealth Advisors LLC 0.18% Add +24.3% 27,195 $1.5M
Allworth Financial LP 0.01% Reduce -0.4% 24,536 $1.3M
Gateway Advisory, LLC 0.23% Add +2.9% 24,002 $1.3M
MML Investors Services, LLC 0.01% Add +2.1% 23,137 $1.2M
D.A. Davidson & Co. 0.01% Reduce -1.1% 23,082 $1.2M
Atria Wealth Solutions, Inc. 0.01% Reduce -2.9% 21,582 $1.2M
Investors Research Corp 0.27% Reduce -2.7% 21,209 $1.1M
PFG Advisors 0.08% Reduce -7.7% 19,635 $1.1M
HighTower Advisors, LLC 0.00% Reduce -10.5% 18,957 $1.0M
Great Diamond Partners, LLC 0.23% Reduce -4.0% 18,629 $1.0M
Susquehanna International Group, LLP 0.00% Add +30.4% 17,518 $945K
Cypress Wealth Services, LLC 0.22% Reduce -30.3% 17,287 $933K
Cahill Financial Advisors Inc. 0.13% Reduce -52.1% 17,102 $923K
Prospera Financial Services Inc 0.03% Add +43.1% 17,011 $918K
Madden Advisory Services, Inc. 0.47% Add +0.0% 16,476 $889K
Truist Financial Corp. 0.00% Reduce -10.2% 16,315 $880K
Wealthcare Advisory Partners LLC 0.03% Add +3.6% 16,223 $875K
Creative Planning 0.00% Add +5.5% 15,818 $853K
Mariner, LLC 0.00% Reduce -0.7% 14,027 $757K
Private Advisor Group, LLC 0.00% Reduce -1.1% 12,565 $678K
BKM Wealth Management, LLC 0.27% Reduce -4.4% 11,686 $630K
Tocqueville Asset Management L.P. 0.01% Add +7.8% 11,170 $603K
PFG Investments, LLC 0.04% Add +115.4% 10,831 $584K
Baird Financial Group, Inc. 0.00% Reduce -1.9% 10,228 $552K
Rockport Wealth LLC 0.37% — 10,296 $552K
JPMorgan Chase & Co. 0.00% Add +9.9% 8,850 $478K
Strategic Financial Concepts, LLC 0.11% New 8,350 $450K
Harbour Investments, Inc. 0.02% Add +2.5% 8,232 $444K
HRT Financial LP 0.00% New 8,181 $441K
Envestnet Asset Management Inc. 0.00% Add +8.9% 8,043 $434K
Bright Futures Wealth Management, LLC. 0.23% — 8,227 $433K
Ironsides Asset Advisors, LLC 0.15% Add +83.0% 7,961 $430K
Tradition Wealth Management, LLC 0.04% Reduce -4.2% 7,583 $409K
Sweeney & Michel, LLC 0.18% — 7,490 $406K
Snowden Capital Advisors LLC 0.01% Reduce -2.6% 7,434 $401K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.0% 7,374 $398K
Captrust Financial Advisors 0.00% Add +0.1% 7,282 $393K
Wealth Enhancement Advisory Services, LLC 0.00% Add +22.3% 7,234 $390K
J.W. Cole Advisors, Inc. 0.02% Add +9.8% 6,953 $375K
FMR LLC 0.00% Add +8.7% 6,911 $373K
Pinnacle Bancorp, Inc. 0.11% No change 6,700 $361K
Keystone Financial Group 0.05% Reduce -11.8% 6,548 $353K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.8% 6,291 $339K
Tyche Wealth Partners LLC 0.08% No change 6,157 $332K
Ancora Advisors LLC 0.01% No change 6,069 $327K
Beacon Pointe Advisors, LLC 0.00% Reduce -20.2% 5,875 $317K
Aspen Grove Capital, LLC 0.09% No change 5,750 $310K
Wedbush Securities Inc. 0.01% New 5,723 $309K
Hengehold Capital Management LLC 0.03% Add +40.0% 5,501 $297K
Lido Advisors, LLC 0.00% Add +10.1% 5,293 $286K
Comerica Bank 0.00% Reduce -1.0% 5,153 $278K
Commonwealth Financial Services, LLC 0.06% No change 5,170 $265K
Convergence Financial, LLC 0.11% No change 4,889 $264K
Kestra Private Wealth Services, LLC 0.01% New 4,852 $262K
Central Valley Advisors, LLC 0.13% No change 4,800 $259K
Redwood Financial Network Corp 0.22% Reduce -12.9% 4,775 $258K
Dana Investment Advisors, Inc. 0.01% No change 4,720 $255K
Well Done, LLC 0.05% Add +0.1% 4,686 $253K
MKT Advisors LLC 0.13% No change 4,418 $232K
Hudock, Inc. 0.05% No change 4,285 $231K
Tiaa Trust, National Association 0.00% No change 4,270 $230K
Simmons Bank 0.02% No change 4,183 $226K
Waverly Advisors, LLC 0.01% New 4,167 $225K
Private Trust Co. NA 0.02% No change 4,165 $225K
First Heartland Consultants, Inc. 0.02% New 4,110 $222K
NewEdge Advisors, LLC 0.00% New 3,967 $214K
Advisory Services Network, LLC 0.00% No change 3,930 $212K
Level Four Advisory Services, LLC 0.01% No change 4,108 $211K
Second Half Financial Partners, LLC 0.09% New 3,865 $208K

"% of holder's portfolio" is SDOG's weight in each manager's 13F, not the share of Alps Sector Dividend Dogs the manager owns.

Show all 140 holders