Alps Sector Dividend DogsSDOGETF

13F holders, Q3 2024 (September 30)
145holders +1
7new positions
6sold out
1famous investor
$58.97avg. 13F price*

At the end of Q3 2024, 145 institutions reported holding Alps Sector Dividend Dogs (SDOG) in their 13F filings, up 1 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($76.7M), Morgan Stanley ($66.7M) and Wells Fargo & Company ($45.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alps Sector Dividend Dogs
Filed as
ALPS ETF TR (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions7$1.5M
Exits6$1.2M

All 13F filers, Q2 2024 → Q3 2024: 165,483 shares bought and 868,836 shares sold, net −703,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 145 holders

Bank of America Corp. 0.01% Reduce -10.7% 1,300,624 $76.7M
Morgan Stanley 0.00% Add +1.2% 1,130,423 $66.7M
Wells Fargo & Company 0.01% Add +1.7% 778,197 $45.9M
UBS Group AG 0.01% Reduce -10.1% 330,676 $19.5M
Commonwealth Equity Services, LLC 0.02% Reduce -6.1% 278,908 $16.4M
LPL Financial LLC 0.01% Reduce -23.3% 233,275 $13.8M
Del-Sette Capital Management, LLC 9.53% Reduce -3.8% 206,865 $12.2M
Royal Bank of Canada 0.00% Add +1.3% 156,779 $9.2M
Raymond James & Associates 0.01% Add +11.5% 142,681 $8.4M
Janney Montgomery Scott LLC 0.02% Reduce -2.4% 105,058 $6.2M
Capital Investment Counsel, LLC 0.85% Reduce -8.5% 82,823 $4.9M
MTM Financial Group, LLC 2.89% Reduce -13.4% 80,133 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +926.6% 79,152 $4.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -13.3% 79,063 $4.7M
Dynamic Advisor Solutions LLC 0.12% Add +0.1% 69,870 $4.1M
Stifel Financial Corp. 0.00% Reduce -1.0% 56,744 $3.3M
Ameriprise Financial Inc. 0.00% Reduce -12.5% 47,930 $2.8M
Meridian Wealth Management, LLC 0.14% Add +6.5% 47,442 $2.8M
Cetera Investment Advisers 0.01% Add +0.8% 46,216 $2.7M
Integrated Wealth Concepts LLC 0.03% Add +0.0% 45,602 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -3.7% 44,534 $2.6M
Rockefeller Capital Management L.P. 0.01% Add +1.0% 43,591 $2.6M
Joseph P. Lucia & Associates, LLC 1.09% Reduce -0.6% 39,963 $2.4M
Money Concepts Capital Corp. 0.15% Add +1.6% 34,043 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -11.5% 33,843 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +7.9% 33,806 $2.0M
Apollon Wealth Management, LLC 0.05% Add +1.0% 31,328 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.1% 31,037 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -3.1% 30,473 $1.8M
Sage Capital Management, LLC 0.83% Add +0.8% 29,331 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +1.4% 27,602 $1.6M
Heartwood Wealth Advisors LLC 0.17% Add +3.3% 26,160 $1.5M
Susquehanna International Group, LLP 0.00% Add +34.0% 23,687 $1.4M
Gateway Advisory, LLC 0.22% Reduce -1.9% 22,704 $1.3M
D.A. Davidson & Co. 0.01% Reduce -0.9% 22,682 $1.3M
MML Investors Services, LLC 0.00% Reduce -0.2% 22,386 $1.3M
Atria Wealth Solutions, Inc. 0.01% Add +1.2% 22,014 $1.3M
Investors Research Corp 0.26% Reduce -0.5% 19,987 $1.2M
Allworth Financial LP 0.01% Reduce -8.7% 19,225 $1.1M
HighTower Advisors, LLC 0.00% Add +0.5% 18,056 $1.1M
Great Diamond Partners, LLC 0.27% Reduce -1.0% 17,916 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -11.8% 17,718 $1.0M
Cypress Wealth Services, LLC 0.21% Add +0.6% 17,497 $1.0M
Cahill Financial Advisors Inc. 0.14% Add +0.1% 17,088 $1.0M
Prospera Financial Services Inc 0.03% Reduce -0.1% 16,944 $999K
Madden Advisory Services, Inc. 0.44% Reduce -0.6% 16,311 $962K
Truist Financial Corp. 0.00% Reduce -3.2% 15,783 $931K
Creative Planning 0.00% Reduce -2.8% 15,595 $920K
PFG Advisors 0.05% Reduce -6.6% 14,404 $849K
Private Advisor Group, LLC 0.00% Add +0.3% 12,622 $744K
Jane Street Group, LLC 0.00% Reduce -6.4% 12,592 $743K
Mariner, LLC 0.00% Reduce -0.7% 12,323 $727K
Sanctuary Advisors, LLC 0.00% Add +4.0% 11,758 $715K
Tocqueville Asset Management L.P. 0.01% Add +2.0% 11,461 $676K
PFG Investments, LLC 0.04% Reduce -3.6% 11,374 $671K
BKM Wealth Management, LLC 0.27% Reduce -1.6% 11,193 $660K
Rockport Wealth LLC 0.16% No change 10,296 $607K
FMR LLC 0.00% Add +34.2% 9,876 $582K
Captrust Financial Advisors 0.00% Add +0.1% 9,512 $561K
Colonial Trust Co / SC 0.08% New 9,150 $538K
Summit Financial Wealth Advisors, LLC 0.10% Add +19.4% 9,117 $538K
Harbour Investments, Inc. 0.02% Reduce -2.4% 8,953 $528K
Wealthcare Advisory Partners LLC 0.01% Reduce -48.6% 8,621 $508K
Bright Futures Wealth Management, LLC. 0.24% Add +4.8% 8,618 $504K
JPMorgan Chase & Co. 0.00% Add +0.3% 7,909 $466K
Tradition Wealth Management, LLC 0.04% Reduce -2.0% 7,840 $462K
Strategic Financial Concepts, LLC 0.15% Reduce -98.3% 7,784 $459K
Envestnet Asset Management Inc. 0.00% Add +2.8% 7,755 $457K
Sweeney & Michel, LLC 0.18% Add +0.8% 7,620 $457K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.1% 7,389 $436K
Pinnacle Bancorp, Inc. 0.11% No change 6,700 $395K
J.W. Cole Advisors, Inc. 0.02% Add +2.9% 6,611 $390K
OneDigital Investment Advisors LLC 0.00% Add +0.2% 6,411 $378K
Keystone Financial Group 0.05% New 6,388 $377K
Ancora Advisors LLC 0.01% No change 6,069 $358K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.6% 6,054 $357K
Beacon Pointe Advisors, LLC 0.00% Add +0.1% 5,885 $347K
Aspen Grove Capital, LLC 0.07% No change 5,750 $339K
TCFG Wealth Management, LLC 0.17% — 5,739 $338K
Diversify Advisory Services, LLC 0.02% No change 5,282 $312K
Comerica Bank 0.00% Reduce -1.1% 5,198 $307K
Commonwealth Financial Services, LLC 0.06% No change 5,170 $304K
Tyche Wealth Partners LLC 0.07% No change 5,142 $303K
NewEdge Advisors, LLC 0.00% Add +0.5% 4,975 $293K
Citadel Advisors 0.00% Reduce -68.6% 4,927 $291K
Kestra Private Wealth Services, LLC 0.01% Add +0.3% 4,919 $290K
Hibernia Wealth Partners, LLC 0.10% Reduce -0.4% 4,915 $290K
Tiaa Trust, National Association 0.00% Add +15.0% 4,912 $290K
Convergence Financial, LLC 0.06% No change 4,889 $288K
Central Valley Advisors, LLC 0.16% No change 4,798 $283K
Dana Investment Advisors, Inc. 0.01% Reduce -0.2% 4,712 $278K
Well Done, LLC 0.05% Add +0.1% 4,696 $277K
Advisory Services Network, LLC 0.01% No change 5,180 $274K
Goldman Sachs Group Inc. 0.00% Reduce -30.9% 4,619 $272K
First Heartland Consultants, Inc. 0.03% Add +10.5% 4,540 $268K
MKT Advisors LLC 0.12% No change 4,418 $259K
Snowden Capital Advisors LLC 0.01% Reduce -10.2% 4,384 $259K
Hudock, Inc. 0.04% No change 4,285 $253K
Lido Advisors, LLC 0.00% Reduce -8.8% 4,250 $251K
Private Trust Co. NA 0.02% No change 4,165 $246K

"% 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 145 holders