Alps Sector Dividend DogsSDOGETF

13F holders, Q2 2024 (June 30)
144holders +4
13new positions
9sold out
2famous investors
$49.39avg. 13F price*

At the end of Q2 2024, 144 institutions reported holding Alps Sector Dividend Dogs (SDOG) in their 13F filings, up 4 from Q1 2024. 13 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($77.0M), Morgan Stanley ($59.0M) and Wells Fargo & Company ($40.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Alps Sector Dividend Dogs
Filed as
ALPS ETF TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions13$6.1M
Exits9$2.0M

All 13F filers, Q1 2024 → Q2 2024: 635,487 shares bought and 477,952 shares sold, net +157,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 144 holders

Bank of America Corp. 0.01% Reduce -0.3% 1,457,027 $77.0M
Morgan Stanley 0.00% Reduce -3.1% 1,117,133 $59.0M
Wells Fargo & Company 0.01% Reduce -4.3% 764,973 $40.4M
UBS Group AG 0.01% Reduce -10.4% 367,908 $19.4M
LPL Financial LLC 0.01% Add +3.1% 304,118 $16.1M
Commonwealth Equity Services, LLC 0.02% Reduce -10.0% 297,001 $15.7M
Del-Sette Capital Management, LLC 9.32% Reduce -27.5% 214,979 $11.4M
Royal Bank of Canada 0.00% Add +3.3% 154,811 $8.2M
Raymond James & Associates 0.00% Reduce -2.4% 128,003 $6.8M
Janney Montgomery Scott LLC 0.02% Reduce -11.6% 107,596 $5.7M
MTM Financial Group, LLC 3.12% Reduce -16.3% 92,585 $4.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -8.7% 91,224 $4.8M
Capital Investment Counsel, LLC 0.94% Add +9.6% 90,487 $4.8M
Dynamic Advisor Solutions LLC 0.12% Add +1.1% 69,817 $3.7M
Stifel Financial Corp. 0.00% Reduce -1.1% 57,324 $3.0M
Ameriprise Financial Inc. 0.00% Reduce -2.1% 54,797 $3.0M
United Capital Financial Advisors, LLC 0.02% Reduce -15.4% 46,249 $2.4M
Cetera Investment Advisers 0.01% Reduce -3.5% 45,868 $2.4M
Integrated Wealth Concepts LLC 0.03% Reduce -1.2% 45,587 $2.4M
Meridian Wealth Management, LLC 0.28% New 44,550 $2.4M
Rockefeller Capital Management L.P. 0.01% Add +4.2% 43,169 $2.3M
Joseph P. Lucia & Associates, LLC 1.09% Reduce -3.9% 40,193 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -50.6% 38,229 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +13.5% 33,768 $1.8M
Money Concepts Capital Corp. 0.15% Add +2.6% 33,502 $1.8M
JPL Wealth Management, LLC 0.86% Add +4.7% 33,345 $1.8M
Kestra Advisory Services, LLC 0.01% Add +2.5% 31,450 $1.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.3% 31,338 $1.7M
Apollon Wealth Management, LLC 0.05% Reduce -8.4% 31,006 $1.6M
Sage Capital Management, LLC 0.81% Add +0.9% 29,102 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.4% 27,212 $1.4M
Heartwood Wealth Advisors LLC 0.16% Reduce -6.9% 25,324 $1.3M
Gateway Advisory, LLC 0.21% Reduce -3.6% 23,146 $1.2M
D.A. Davidson & Co. 0.01% Reduce -0.9% 22,882 $1.2M
MML Investors Services, LLC 0.00% Reduce -3.0% 22,432 $1.2M
Allworth Financial LP 0.01% Reduce -14.2% 21,052 $1.2M
Atria Wealth Solutions, Inc. 0.01% Add +0.8% 21,758 $1.1M
Baird Financial Group, Inc. 0.00% Add +96.5% 20,100 $1.1M
Investors Research Corp 0.25% Reduce -5.3% 20,086 $1.1M
Great Diamond Partners, LLC 0.22% Reduce -2.9% 18,096 $956K
HighTower Advisors, LLC 0.00% Reduce -5.2% 17,969 $948K
Susquehanna International Group, LLP 0.00% Add +0.9% 17,684 $934K
Cypress Wealth Services, LLC 0.20% Add +0.6% 17,397 $919K
Cahill Financial Advisors Inc. 0.12% Reduce -0.2% 17,064 $902K
Prospera Financial Services Inc 0.02% Reduce -0.3% 16,956 $896K
Wealthcare Advisory Partners LLC 0.03% Add +3.5% 16,782 $887K
Madden Advisory Services, Inc. 0.44% Reduce -0.4% 16,406 $867K
Truist Financial Corp. 0.00% Reduce -0.0% 16,308 $862K
Creative Planning 0.00% Add +1.4% 16,045 $848K
Citadel Advisors 0.00% New 15,703 $830K
PFG Advisors 0.06% Reduce -21.5% 15,420 $815K
Jane Street Group, LLC 0.00% New 13,448 $710K
Private Advisor Group, LLC 0.00% Add +0.2% 12,591 $665K
Mariner, LLC 0.00% Reduce -11.5% 12,414 $656K
PFG Investments, LLC 0.04% Add +9.0% 11,804 $624K
Northwestern Mutual Wealth Management Co. 0.00% Add +83.7% 11,558 $611K
BKM Wealth Management, LLC 0.29% Reduce -2.7% 11,373 $601K
Tocqueville Asset Management L.P. 0.01% Add +0.6% 11,234 $593K
Sanctuary Advisors, LLC 0.00% — 11,305 $589K
GTS Securities LLC 0.01% New 10,860 $574K
Rockport Wealth LLC 0.23% No change 10,296 $544K
Captrust Financial Advisors 0.00% Add +30.5% 9,501 $502K
Harbour Investments, Inc. 0.02% Add +11.4% 9,168 $484K
Bright Futures Wealth Management, LLC. 0.25% No change 8,227 $458K
Tradition Wealth Management, LLC 0.04% Add +5.5% 8,002 $423K
JPMorgan Chase & Co. 0.00% Reduce -10.9% 7,882 $416K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.6% 7,710 $407K
Summit Financial Wealth Advisors, LLC 0.08% New 7,634 $403K
Envestnet Asset Management Inc. 0.00% Reduce -6.2% 7,547 $399K
Sweeney & Michel, LLC 0.17% Add +0.9% 7,558 $398K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.1% 7,382 $390K
FMR LLC 0.00% Add +6.5% 7,361 $389K
Pinnacle Bancorp, Inc. 0.10% No change 6,700 $354K
Goldman Sachs Group Inc. 0.00% Reduce -92.4% 6,684 $353K
J.W. Cole Advisors, Inc. 0.02% Reduce -7.6% 6,423 $339K
OneDigital Investment Advisors LLC 0.00% New 6,401 $338K
D. E. Shaw & Co. 0.00% New 6,169 $326K
Ancora Advisors LLC 0.01% No change 6,069 $321K
Beacon Pointe Advisors, LLC 0.00% Add +0.1% 5,880 $311K
Aspen Grove Capital, LLC 0.07% No change 5,750 $304K
Diversify Advisory Services, LLC 0.02% New 5,282 $278K
Comerica Bank 0.00% Add +2.0% 5,255 $278K
Wedbush Securities Inc. 0.01% Reduce -9.0% 5,207 $275K
Advisory Services Network, LLC 0.01% Add +31.8% 5,180 $274K
Commonwealth Financial Services, LLC 0.06% No change 5,170 $272K
Tyche Wealth Partners LLC 0.07% Reduce -16.5% 5,142 $272K
NewEdge Advisors, LLC 0.00% Add +24.8% 4,952 $262K
Hibernia Wealth Partners, LLC 0.09% New 4,935 $261K
Central Valley Advisors, LLC 0.11% Reduce -0.0% 4,798 $260K
Kestra Private Wealth Services, LLC 0.01% Add +1.0% 4,902 $259K
Convergence Financial, LLC 0.07% No change 4,889 $258K
Snowden Capital Advisors LLC 0.01% Reduce -34.3% 4,884 $258K
Dana Investment Advisors, Inc. 0.01% No change 4,720 $249K
Well Done, LLC 0.05% Add +0.1% 4,692 $248K
Lido Advisors, LLC 0.00% Reduce -12.0% 4,659 $246K
MKT Advisors LLC 0.12% No change 4,418 $233K
CIBC Private Wealth Group LLC 0.00% Add +107.6% 4,322 $227K
Hudock, Inc. 0.04% No change 4,285 $226K
Tiaa Trust, National Association 0.00% No change 4,270 $226K
Private Trust Co. NA 0.02% No change 4,165 $220K

"% 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 144 holders