Alps Sector Dividend DogsSDOGETF

13F holders, Q1 2025 (March 31)
153holders −2
14new positions
15sold out
1famous investor
$58.08avg. 13F price*

At the end of Q1 2025, 153 institutions reported holding Alps Sector Dividend Dogs (SDOG) in their 13F filings, down 2 from Q4 2024. 14 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($83.5M), Morgan Stanley ($62.2M) and Wells Fargo & Company ($39.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alps Sector Dividend Dogs
Filed as
ALPS ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$2.6M
Exits15$3.2M

All 13F filers, Q4 2024 → Q1 2025: 423,752 shares bought and 276,869 shares sold, net +146,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 153 holders

Bank of America Corp. 0.01% Add +7.3% 1,437,964 $83.5M
Morgan Stanley 0.00% Reduce -4.3% 1,069,829 $62.2M
Wells Fargo & Company 0.01% Reduce -9.3% 675,002 $39.2M
Del-Sette Capital Management, LLC 14.51% Add +56.0% 317,964 $18.5M
UBS Group AG 0.00% Reduce -6.9% 307,339 $17.9M
Raymond James Financial Inc. 0.01% Add +19.9% 292,521 $17.0M
Commonwealth Equity Services, LLC 0.02% Reduce -11.8% 242,599 $14.1M
LPL Financial LLC 0.01% Add +9.1% 242,083 $14.1M
Royal Bank of Canada 0.00% Add +0.5% 153,654 $8.9M
Janney Montgomery Scott LLC 0.02% Add +10.7% 111,456 $6.5M
Capital Investment Counsel, LLC 0.80% Reduce -1.1% 82,691 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.5% 78,811 $4.6M
MTM Financial Group, LLC 2.63% Reduce -0.9% 77,255 $4.5M
Dynamic Advisor Solutions LLC 0.13% Add +0.2% 69,204 $4.0M
Stifel Financial Corp. 0.00% Add +4.7% 59,636 $3.5M
Goldman Sachs Group Inc. 0.00% Add +102.3% 56,923 $3.3M
Ameriprise Financial Inc. 0.00% Add +14.2% 54,783 $3.2M
Cetera Investment Advisers 0.01% Add +3.4% 47,967 $2.8M
Meridian Wealth Management, LLC 0.13% Reduce -1.1% 47,326 $2.7M
JPL Wealth Management, LLC 0.77% Add +4.5% 46,180 $2.7M
Integrated Wealth Concepts LLC 0.03% Reduce -0.4% 45,171 $2.6M
Rockefeller Capital Management L.P. 0.01% Add +0.5% 44,815 $2.6M
United Capital Financial Advisors, LLC 0.02% Reduce -3.5% 41,579 $2.4M
Joseph P. Lucia & Associates, LLC 1.05% Reduce -0.3% 39,674 $2.3M
Money Concepts Capital Corp. 0.16% Add +1.3% 36,363 $2.1M
Osaic Holdings, Inc. 0.00% Add +31.0% 34,359 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -6.7% 31,327 $1.8M
GTS Securities LLC 0.08% Add +112.9% 30,310 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -2.0% 29,358 $1.7M
Sage Capital Management, LLC 0.89% Reduce -3.0% 28,350 $1.6M
Heartwood Wealth Advisors LLC 0.18% Add +5.0% 27,431 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.6% 27,427 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.7% 26,830 $1.6M
Apollon Wealth Management, LLC 0.03% Reduce -8.8% 25,970 $1.5M
MML Investors Services, LLC 0.00% Reduce -5.5% 21,168 $1.2M
Summit Financial, LLC 0.03% New 18,618 $1.1M
Investors Research Corp 0.23% Reduce -7.8% 18,049 $1.0M
Cypress Wealth Services, LLC 0.21% Add +0.6% 17,857 $1.0M
Great Diamond Partners, LLC 0.28% Reduce -0.2% 17,700 $1.0M
Prospera Financial Services Inc 0.02% Reduce -1.6% 17,161 $997K
Cahill Financial Advisors Inc. 0.13% Add +0.2% 17,076 $992K
HighTower Advisors, LLC 0.00% Reduce -7.3% 16,829 $978K
Baird Financial Group, Inc. 0.00% Add +0.6% 16,597 $964K
Atria Wealth Solutions, Inc. 0.01% Add +9.2% 15,769 $916K
Madden Advisory Services, Inc. 0.41% Reduce -6.6% 15,053 $875K
PFG Advisors 0.05% Add +2.1% 15,049 $874K
Truist Financial Corp. 0.00% Reduce -19.4% 12,244 $711K
Private Advisor Group, LLC 0.00% Add +30.1% 11,784 $685K
Tocqueville Asset Management L.P. 0.01% Reduce -0.8% 11,634 $676K
Mariner, LLC 0.00% Reduce -4.2% 11,205 $651K
Sanctuary Advisors, LLC 0.00% Reduce -4.1% 11,180 $650K
Summit Financial Wealth Advisors, LLC 0.13% Add +14.4% 10,957 $637K
Capstone Wealth Management Group LLC 0.49% Reduce -0.5% 10,485 $609K
BKM Wealth Management, LLC 0.25% No change 10,350 $601K
Integrity Alliance, Llc. 0.02% New 10,199 $593K
PFG Investments, LLC 0.04% Reduce -10.8% 10,188 $592K
Envestnet Asset Management Inc. 0.00% Add +22.0% 9,686 $563K
FMR LLC 0.00% Reduce -4.7% 9,568 $556K
Wealthcare Advisory Partners LLC 0.01% Reduce -4.7% 8,830 $513K
Harbour Investments, Inc. 0.01% Add +0.6% 8,791 $511K
Creative Planning 0.00% Add +1.7% 8,375 $487K
Wealthcare Capital Partners, LLC 0.25% No change 8,272 $481K
J.W. Cole Advisors, Inc. 0.01% Add +19.5% 8,077 $469K
Jones Financial Companies LLLP 0.00% Add +140.0% 8,108 $466K
Strategic Financial Concepts, LLC 0.09% Add +0.9% 7,963 $463K
Tradition Wealth Management, LLC 0.04% Add +0.3% 7,788 $452K
Parvin Asset Management, LLC 0.49% No change 7,521 $437K
Captrust Financial Advisors 0.00% Add +0.4% 7,249 $421K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.1% 7,160 $416K
Cathy Pareto & Associates, Inc. 0.36% Add +0.8% 6,985 $406K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.1% 6,874 $399K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.4% 6,869 $399K
Sweeney & Michel, LLC 0.17% — 7,751 $391K
Pinnacle Bancorp, Inc. 0.13% No change 6,700 $389K
D.A. Davidson & Co. 0.00% Reduce -64.8% 6,582 $382K
Keystone Financial Group 0.04% Reduce -0.3% 6,209 $361K
Virtus Wealth Solutions LLC 0.11% Reduce -8.4% 6,127 $356K
Ancora Advisors LLC 0.01% No change 6,069 $353K
Advisory Services Network, LLC 0.01% Add +15.0% 5,955 $346K
Tyche Wealth Partners LLC 0.07% Add +12.2% 5,769 $335K
Aspen Grove Capital, LLC 0.06% No change 5,750 $334K
Allworth Financial LP 0.00% Add +6.5% 5,961 $326K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.2% 5,605 $326K
TCFG Wealth Management, LLC 0.16% Reduce -3.4% 5,547 $322K
Comerica Bank 0.00% Reduce -1.3% 5,482 $319K
Commonwealth Financial Services, LLC 0.06% No change 5,170 $300K
NewEdge Advisors, LLC 0.00% Add +13.4% 5,104 $297K
Diversify Advisory Services, LLC 0.02% No change 5,282 $290K
Convergence Financial, LLC 0.06% No change 4,889 $284K
Transform Wealth, LLC 0.02% Add +21.7% 4,841 $281K
Central Valley Advisors, LLC 0.11% Reduce -0.1% 4,792 $278K
Dana Investment Advisors, Inc. 0.01% No change 4,712 $274K
Tiaa Trust, National Association 0.00% Reduce -0.3% 4,712 $274K
Lido Advisors, LLC 0.00% Add +9.1% 4,638 $269K
Waverly Advisors, LLC 0.00% Reduce -0.7% 4,542 $264K
First Heartland Consultants, Inc. 0.03% No change 4,540 $264K
Hudock, Inc. 0.04% No change 4,285 $249K
Silver Oak Securities, Incorporated 0.02% Add +3.6% 4,265 $245K
Gill Capital Partners, LLC 0.08% Add +11.3% 4,182 $243K
Private Trust Co. NA 0.02% No change 4,165 $242K
Citadel Advisors 0.00% New 4,165 $242K
Snowden Capital Advisors LLC 0.01% Reduce -6.8% 4,084 $237K
MKT Advisors LLC 0.11% No change 4,418 $228K
Idaho Trust Co 0.09% New 3,700 $215K
Simmons Bank 0.02% No change 3,683 $214K
Oppenheimer & Co. Inc. 0.00% New 3,556 $207K
CIBC Private Wealth Group LLC 0.00% No change 3,760 $190K
PNC Financial Services Group, Inc. 0.00% No change 2,972 $173K
JPMorgan Chase & Co. 0.00% Reduce -70.7% 2,841 $165K
National Bank of Canada 0.00% Reduce -16.0% 2,096 $122K
Geneos Wealth Management Inc. 0.00% No change 2,060 $120K
Lanark Financial, Inc. 0.01% — 2,010 $116K
Goodman Advisory Group, LLC 0.04% New 1,995 $116K
Rothschild Investment LLC 0.01% No change 1,750 $102K
Tower Research Capital LLC (TRC) 0.00% Reduce -14.3% 1,320 $77K
CoreCap Advisors, LLC 0.00% Add +49.7% 1,105 $64K
Key Financial Inc 0.01% No change 1,098 $64K
Sierra Ocean, LLC 0.05% No change 1,087 $63K
Register Financial Advisors LLC 0.03% No change 1,050 $61K
Caldwell Trust Co 0.01% No change 1,050 $61K
Thompson Investment Management, Inc. 0.01% No change 1,000 $58K
Signaturefd, LLC 0.00% No change 1,000 $58K
Albion Financial Group 0.00% Add +0.9% 875 $51K
Arax Advisory Partners 0.00% New 797 $46K
ORG Partners LLC 0.01% No change 750 $43K
Assetmark, Inc. 0.00% Add +139.1% 746 $43K
MAI Capital Management 0.00% Add +0.2% 625 $36K
Wood Tarver Financial Group, LLC 0.01% No change 600 $35K
Pittenger & Anderson Inc. 0.00% New 578 $34K
TD Waterhouse Canada Inc. 0.00% No change 505 $29K
Parallel Advisors, LLC 0.00% No change 500 $29K
Bank of Montreal 0.00% No change 500 $29K
Christopher J. Hasenberg, Inc 0.01% New 424 $25K
US Bancorp \de 0.00% New 400 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 330 $19K
Avion Wealth 0.00% No change 334 $18K
Asset Dedication, LLC 0.00% New 205 $12K
one8zero8, LLC 0.00% No change 195 $11K
Stephens Consulting, LLC 0.00% No change 174 $10K
O'shaughnessy Asset Management, LLC 0.00% New 160 $9K
Noble Wealth Management PBC 0.01% No change 156 $9K
SOA Wealth Advisors, LLC. 0.00% No change 155 $9K
GHP Investment Advisors, Inc. 0.00% No change 145 $8K
Golden State Wealth Management, LLC 0.00% Reduce -23.2% 142 $8K
Beacon Capital Management, LLC 0.00% Add +1.5% 136 $8K
EverSource Wealth Advisors, LLC 0.00% No change 84 $5K
AE Wealth Management LLC 0.00% Reduce -76.2% 52 $3K
Spire Wealth Management 0.00% No change 50 $3K
Winthrop Capital Management, LLC 0.00% No change 27 $2K
Costello Asset Management, INC 0.00% New 26 $2K
Truvestments Capital LLC 0.00% New 17 $975
DHJJ Financial Advisors, Ltd. 0.00% No change 11 $617
Larson Financial Group LLC 0.00% No change 4 $232

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