Alps Sector Dividend DogsSDOGETF

13F holders, Q4 2024 (December 31)
155holders +10
10new positions
9sold out
$56.52avg. 13F price*

At the end of Q4 2024, 155 institutions reported holding Alps Sector Dividend Dogs (SDOG) in their 13F filings, up 10 from Q3 2024. 10 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($75.8M), Morgan Stanley ($63.2M) and Wells Fargo & Company ($42.1M).

Company
Alps Sector Dividend Dogs
Filed as
ALPS ETF TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$1.6M
Exits9$2.1M

All 13F filers, Q3 2024 → Q4 2024: 114,133 shares bought and 190,529 shares sold, net −76,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

Bank of America Corp. 0.01% Add +3.1% 1,340,673 $75.8M
Morgan Stanley 0.00% Reduce -1.1% 1,118,139 $63.2M
Wells Fargo & Company 0.01% Reduce -4.3% 744,391 $42.1M
UBS Group AG 0.00% Reduce -0.2% 330,157 $18.7M
Commonwealth Equity Services, LLC 0.02% Reduce -1.4% 275,047 $15.5M
Raymond James Financial Inc. 0.01% — 243,952 $13.8M
LPL Financial LLC 0.01% Reduce -4.9% 221,924 $12.5M
Del-Sette Capital Management, LLC 9.35% Reduce -1.5% 203,819 $11.5M
Royal Bank of Canada 0.00% Reduce -2.5% 152,905 $8.6M
Janney Montgomery Scott LLC 0.02% Reduce -4.1% 100,719 $5.7M
Capital Investment Counsel, LLC 0.79% Add +1.0% 83,630 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.1% 80,046 $4.5M
MTM Financial Group, LLC 2.63% Reduce -2.7% 77,965 $4.4M
Dynamic Advisor Solutions LLC 0.17% Reduce -1.1% 69,069 $3.9M
Stifel Financial Corp. 0.00% Add +0.4% 56,969 $3.2M
Ameriprise Financial Inc. 0.00% Add +0.1% 47,992 $2.7M
Meridian Wealth Management, LLC 0.13% Add +0.9% 47,852 $2.7M
Cetera Investment Advisers 0.01% Add +0.4% 46,397 $2.6M
Integrated Wealth Concepts LLC 0.03% Reduce -0.6% 45,347 $2.6M
Rockefeller Capital Management L.P. 0.01% Add +2.3% 44,613 $2.5M
JPL Wealth Management, LLC 0.71% — 44,179 $2.5M
United Capital Financial Advisors, LLC 0.02% Reduce -3.2% 43,093 $2.4M
Joseph P. Lucia & Associates, LLC 1.00% Reduce -0.4% 39,807 $2.2M
Money Concepts Capital Corp. 0.15% Add +5.4% 35,896 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -0.7% 33,560 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -1.7% 29,965 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.3% 29,380 $1.7M
Sage Capital Management, LLC 0.83% Reduce -0.4% 29,225 $1.7M
Apollon Wealth Management, LLC 0.04% Reduce -9.1% 28,466 $1.6M
Goldman Sachs Group Inc. 0.00% Add +509.2% 28,138 $1.6M
Federation des caisses Desjardins du Quebec 0.01% No change 27,602 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -22.5% 26,236 $1.5M
Heartwood Wealth Advisors LLC 0.17% Reduce -0.1% 26,135 $1.5M
MML Investors Services, LLC 0.00% Add +0.1% 22,397 $1.3M
Investors Research Corp 0.24% Reduce -2.0% 19,587 $1.1M
D.A. Davidson & Co. 0.01% Reduce -17.6% 18,682 $1.1M
HighTower Advisors, LLC 0.00% Add +0.6% 18,158 $1.0M
Cypress Wealth Services, LLC 0.20% Add +1.5% 17,752 $1.0M
Great Diamond Partners, LLC 0.26% Reduce -1.0% 17,739 $1.0M
Prospera Financial Services Inc 0.02% Add +2.9% 17,436 $985K
Cahill Financial Advisors Inc. 0.13% Reduce -0.3% 17,039 $963K
Baird Financial Group, Inc. 0.00% Reduce -6.9% 16,498 $932K
Madden Advisory Services, Inc. 0.42% Reduce -1.2% 16,110 $910K
Jane Street Group, LLC 0.00% Add +25.9% 15,850 $896K
Truist Financial Corp. 0.00% Reduce -3.8% 15,188 $858K
PFG Advisors 0.05% Add +2.4% 14,744 $833K
Atria Wealth Solutions, Inc. 0.01% Reduce -34.4% 14,442 $816K
GTS Securities LLC 0.04% New 14,236 $805K
Sanctuary Advisors, LLC 0.00% Reduce -0.8% 11,658 $679K
Tocqueville Asset Management L.P. 0.01% Add +2.3% 11,726 $663K
Mariner, LLC 0.00% Reduce -5.1% 11,698 $661K
PFG Investments, LLC 0.04% Add +0.4% 11,420 $645K
Rockport Wealth LLC 0.27% No change 10,296 $605K
Capstone Wealth Management Group LLC 0.45% — 10,535 $595K
BKM Wealth Management, LLC 0.24% Reduce -7.5% 10,350 $585K
FMR LLC 0.00% Add +1.6% 10,036 $567K
Summit Financial Wealth Advisors, LLC 0.11% Add +5.0% 9,577 $552K
JPMorgan Chase & Co. 0.00% Add +22.8% 9,709 $549K
Wealthcare Advisory Partners LLC 0.01% Add +7.4% 9,261 $523K
Colonial Trust Co / SC 0.08% No change 9,150 $515K
Private Advisor Group, LLC 0.00% Reduce -28.2% 9,060 $512K
Harbour Investments, Inc. 0.01% Reduce -2.4% 8,742 $494K
Wealthcare Capital Partners, LLC 0.24% — 8,272 $467K
Creative Planning 0.00% Reduce -47.2% 8,236 $465K
Envestnet Asset Management Inc. 0.00% Add +2.4% 7,942 $449K
Strategic Financial Concepts, LLC 0.09% Add +1.4% 7,893 $446K
Tradition Wealth Management, LLC 0.04% Reduce -1.0% 7,764 $439K
Parvin Asset Management, LLC 0.46% — 7,521 $425K
Captrust Financial Advisors 0.00% Reduce -24.1% 7,223 $408K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -3.2% 7,154 $404K
Northwestern Mutual Wealth Management Co. 0.00% Add +16.0% 7,023 $397K
Cathy Pareto & Associates, Inc. 0.36% — 6,928 $392K
Kestra Private Wealth Services, LLC 0.01% Add +40.1% 6,894 $390K
J.W. Cole Advisors, Inc. 0.02% Add +2.2% 6,757 $382K
Pinnacle Bancorp, Inc. 0.12% No change 6,700 $379K
Virtus Wealth Solutions LLC 0.09% — 6,689 $378K
Susquehanna International Group, LLP 0.00% Reduce -73.2% 6,353 $359K
Keystone Financial Group 0.03% Reduce -2.5% 6,229 $352K
Ancora Advisors LLC 0.01% No change 6,069 $343K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.6% 5,789 $327K
Aspen Grove Capital, LLC 0.07% No change 5,750 $325K
TCFG Wealth Management, LLC 0.16% No change 5,739 $324K
Allworth Financial LP 0.00% Reduce -70.9% 5,598 $323K
BTS Asset Management, Inc. 0.32% New 5,603 $317K
Comerica Bank 0.00% Add +6.8% 5,554 $314K
Diversify Advisory Services, LLC 0.02% No change 5,282 $294K
Advisory Services Network, LLC 0.01% No change 5,180 $293K
Commonwealth Financial Services, LLC 0.06% No change 5,170 $292K
Tyche Wealth Partners LLC 0.06% No change 5,142 $291K
Well Done, LLC 0.05% No change 4,696 $277K
Convergence Financial, LLC 0.06% No change 4,889 $276K
Central Valley Advisors, LLC 0.12% No change 4,798 $271K
Tiaa Trust, National Association 0.00% Reduce -3.8% 4,728 $267K
Dana Investment Advisors, Inc. 0.01% No change 4,712 $266K
Waverly Advisors, LLC 0.00% Add +11.2% 4,576 $259K
First Heartland Consultants, Inc. 0.03% No change 4,540 $257K
MKT Advisors LLC 0.11% No change 4,418 $255K
NewEdge Advisors, LLC 0.00% Reduce -9.6% 4,499 $254K
Snowden Capital Advisors LLC 0.01% No change 4,384 $248K
Hudock, Inc. 0.04% No change 4,285 $242K
Lido Advisors, LLC 0.00% No change 4,250 $240K
Private Trust Co. NA 0.02% No change 4,165 $235K
Silver Oak Securities, Incorporated 0.02% New 4,115 $232K
Transform Wealth, LLC 0.01% No change 3,977 $225K
CIBC Private Wealth Group LLC 0.00% Add +22.2% 3,760 $213K
Gill Capital Partners, LLC 0.08% No change 3,757 $212K
Simmons Bank 0.02% Reduce -5.2% 3,683 $208K
Jones Financial Companies LLLP 0.00% Add +548.4% 3,378 $191K
PNC Financial Services Group, Inc. 0.00% Add +0.7% 2,972 $168K
National Bank of Canada 0.00% Add +19.1% 2,496 $141K
Kohmann Bosshard Financial Services, LLC 0.02% New 2,282 $129K
Geneos Wealth Management Inc. 0.00% Reduce -1.0% 2,060 $116K
Rothschild Investment LLC 0.01% No change 1,750 $99K
Tower Research Capital LLC (TRC) 0.00% Reduce -55.9% 1,541 $87K
Key Financial Inc 0.01% No change 1,098 $62K
Sierra Ocean, LLC 0.05% — 1,087 $61K
Register Financial Advisors LLC 0.03% No change 1,050 $59K
Caldwell Trust Co 0.01% No change 1,050 $59K
Hopwood Financial Services, Inc. 0.04% — 1,000 $57K
Thompson Investment Management, Inc. 0.01% No change 1,000 $57K
Signaturefd, LLC 0.00% No change 1,000 $57K
Albion Financial Group 0.00% Add +0.9% 867 $49K
ORG Partners LLC 0.01% New 750 $42K
CoreCap Advisors, LLC 0.00% Reduce -20.6% 738 $42K
Cassady Schiller Wealth Management, LLC 0.01% No change 716 $40K
Castleview Partners, LLC 0.02% New 654 $37K
MAI Capital Management 0.00% New 624 $35K
Wood Tarver Financial Group, LLC 0.01% — 600 $33K
TD Waterhouse Canada Inc. 0.00% No change 505 $29K
Parallel Advisors, LLC 0.00% Reduce -50.0% 500 $28K
Bank of Montreal 0.00% No change 500 $28K
Global Retirement Partners, LLC 0.00% Add +926.5% 349 $20K
Birchbrook, Inc. 0.01% No change 339 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +120.0% 330 $19K
Avion Wealth 0.00% No change 334 $18K
Assetmark, Inc. 0.00% Add +24.8% 312 $18K
Pathway Financial Advisers, LLC 0.00% No change 232 $13K
AE Wealth Management LLC 0.00% New 218 $12K
one8zero8, LLC 0.00% — 195 $11K
Golden State Wealth Management, LLC 0.00% — 185 $10K
Stephens Consulting, LLC 0.00% No change 174 $10K
Noble Wealth Management PBC 0.01% — 156 $9K
SOA Wealth Advisors, LLC. 0.00% No change 155 $9K
GHP Investment Advisors, Inc. 0.00% No change 145 $8K
Beacon Capital Management, LLC 0.00% Add +0.8% 134 $8K
Creative Financial Designs Inc. 0.00% Add +1.0% 102 $6K
Guardian Wealth Advisors, LLC / NC 0.00% No change 100 $6K
EverSource Wealth Advisors, LLC 0.00% No change 84 $5K
Spire Wealth Management 0.00% No change 50 $3K
Plante Moran Financial Advisors, LLC 0.00% New 45 $3K
Winthrop Capital Management, LLC 0.00% New 27 $2K
Raleigh Capital Management Inc. 0.00% No change 20 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 11 $600
Larson Financial Group LLC 0.00% No change 4 $223
Lanark Financial, Inc. 0.01% — 2 $113

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