Alps Sector Dividend DogsSDOGETF

13F holders, Q2 2025 (June 30)
155holders +2
14new positions
11sold out
1famous investor
$57.50avg. 13F price*

At the end of Q2 2025, 155 institutions reported holding Alps Sector Dividend Dogs (SDOG) in their 13F filings, up 2 from Q1 2025. 14 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($86.9M), Morgan Stanley ($60.1M) and Wells Fargo & Company ($37.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alps Sector Dividend Dogs
Filed as
ALPS ETF TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions14$3.6M
Exits11$4.3M

All 13F filers, Q1 2025 → Q2 2025: 238,236 shares bought and 467,966 shares sold, net −229,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

Bank of America Corp. 0.01% Add +5.1% 1,511,488 $86.9M
Morgan Stanley 0.00% Reduce -2.3% 1,044,863 $60.1M
Wells Fargo & Company 0.01% Reduce -3.3% 652,872 $37.5M
UBS Group AG 0.00% Add +1.6% 312,394 $18.0M
Raymond James Financial Inc. 0.01% Add +3.3% 302,057 $17.4M
LPL Financial LLC 0.00% Add +4.2% 252,140 $14.5M
Commonwealth Equity Services, LLC 0.02% Reduce -8.1% 222,906 $12.8M
Royal Bank of Canada 0.00% Reduce -0.7% 152,604 $8.8M
Janney Montgomery Scott LLC 0.02% Reduce -2.8% 108,339 $6.2M
Capital Investment Counsel, LLC 0.74% Reduce -0.1% 82,606 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.1% 74,826 $4.4M
MTM Financial Group, LLC 2.39% Reduce -0.7% 76,718 $4.4M
Goldman Sachs Group Inc. 0.00% Add +32.3% 75,332 $4.3M
Dynamic Advisor Solutions LLC 0.12% Add +0.8% 69,789 $4.0M
Stifel Financial Corp. 0.00% Add +1.6% 60,569 $3.5M
Del-Sette Capital Management, LLC 2.35% Reduce -81.5% 58,722 $3.4M
Rockefeller Capital Management L.P. 0.01% Add +8.0% 48,399 $2.8M
Meridian Wealth Management, LLC 0.12% Add +1.5% 48,019 $2.8M
JPL Wealth Management, LLC 0.73% Add +1.4% 46,820 $2.7M
Cetera Investment Advisers 0.00% Reduce -3.0% 46,518 $2.7M
Integrated Wealth Concepts LLC 0.03% Add +0.5% 45,392 $2.6M
GTS Securities LLC 0.11% Add +38.6% 42,016 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -26.8% 40,082 $2.3M
Joseph P. Lucia & Associates, LLC 0.91% Reduce -2.2% 38,803 $2.2M
Osaic Holdings, Inc. 0.00% Add +11.5% 38,300 $2.2M
United Capital Financial Advisors, LLC 0.02% Reduce -11.1% 36,974 $2.1M
Money Concepts Capital Corp. 0.14% Reduce -2.9% 35,299 $2.0M
Kestra Advisory Services, LLC 0.01% Add +2.8% 30,169 $1.7M
Sage Capital Management, LLC 0.79% Add +0.8% 28,592 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.2% 27,377 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.6% 26,678 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -19.3% 25,284 $1.5M
Apollon Wealth Management, LLC 0.02% Reduce -15.7% 21,900 $1.3M
Summit Financial, LLC 0.03% Add +7.6% 20,031 $1.2M
&partners 0.01% New 19,985 $1.1M
MML Investors Services, LLC 0.00% Reduce -6.8% 19,719 $1.1M
Cahill Financial Advisors Inc. 0.13% Add +6.1% 18,110 $1.0M
Prospera Financial Services Inc 0.02% Add +5.2% 18,044 $1.0M
Cypress Wealth Services, LLC 0.18% Add +0.7% 17,979 $1.0M
Investors Research Corp 0.19% Reduce -5.6% 17,044 $980K
HighTower Advisors, LLC 0.00% Reduce -1.7% 16,537 $951K
Baird Financial Group, Inc. 0.00% Reduce -2.9% 16,119 $927K
Atria Wealth Solutions, Inc. 0.02% Reduce -1.3% 15,562 $913K
Summit Financial Wealth Advisors, LLC 0.16% Add +43.0% 15,663 $900K
Madden Advisory Services, Inc. 0.37% Reduce -0.5% 14,978 $861K
Concurrent Investment Advisors, LLC 0.02% New 14,504 $834K
NewEdge Advisors, LLC 0.00% Add +175.4% 14,059 $808K
Mariner, LLC 0.00% Add +17.6% 13,171 $757K
Jones Financial Companies LLLP 0.00% Add +52.7% 12,378 $707K
Private Advisor Group, LLC 0.00% Add +3.1% 12,153 $698K
Sanctuary Advisors, LLC 0.00% Add +0.4% 11,229 $645K
BKM Wealth Management, LLC 0.24% Add +2.7% 10,627 $611K
Truist Financial Corp. 0.00% Reduce -16.0% 10,289 $591K
FMR LLC 0.00% Add +6.3% 10,167 $584K
Susquehanna International Group, LLP 0.00% New 10,009 $575K
Capstone Wealth Management Group LLC 0.41% Reduce -6.2% 9,835 $565K
Harbour Investments, Inc. 0.01% Reduce -0.6% 8,738 $502K
Northwestern Mutual Wealth Management Co. 0.00% Add +24.1% 8,531 $490K
Citadel Advisors 0.00% Add +102.2% 8,421 $484K
Creative Planning 0.00% Add +0.1% 8,385 $482K
Wealthcare Advisory Partners LLC 0.01% Reduce -6.0% 8,305 $477K
Wealthcare Capital Partners, LLC 0.24% No change 8,272 $475K
J.W. Cole Advisors, Inc. 0.01% Add +0.7% 8,137 $468K
Strategic Financial Concepts, LLC 0.07% Add +2.0% 8,123 $466K
Sweeney & Michel, LLC 0.16% Add +0.9% 7,820 $461K
PFG Investments, LLC 0.03% Reduce -21.5% 7,998 $460K
Tradition Wealth Management, LLC 0.04% Reduce -0.1% 7,781 $447K
Parvin Asset Management, LLC 0.44% No change 7,521 $432K
Envestnet Asset Management Inc. 0.00% Reduce -24.3% 7,332 $421K
Captrust Financial Advisors 0.00% Reduce -0.3% 7,228 $415K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.1% 7,165 $412K
Cathy Pareto & Associates, Inc. 0.34% Add +1.2% 7,068 $406K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.2% 6,854 $394K
Thrivent Financial for Lutherans 0.00% New 6,794 $391K
Pinnacle Bancorp, Inc. 0.12% No change 6,700 $385K
D.A. Davidson & Co. 0.00% No change 6,582 $378K
Keystone Financial Group 0.03% No change 6,209 $357K
Virtus Wealth Solutions LLC 0.07% Add +1.0% 6,187 $356K
PFG Advisors 0.02% Reduce -59.3% 6,130 $352K
Ancora Advisors LLC 0.01% No change 6,069 $349K
Allworth Financial LP 0.00% Reduce -1.9% 5,850 $336K
Tyche Wealth Partners LLC 0.07% No change 5,769 $332K
Aspen Grove Capital, LLC 0.06% No change 5,750 $331K
TCFG Wealth Management, LLC 0.15% No change 5,547 $319K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.6% 5,518 $317K
Diversify Advisory Services, LLC 0.01% No change 5,282 $307K
NorthCoast Asset Management LLC 0.00% New 5,263 $303K
Commonwealth Financial Services, LLC 0.06% No change 5,170 $297K
Convergence Financial, LLC 0.05% No change 4,889 $281K
Tiaa Trust, National Association 0.00% Add +3.4% 4,870 $280K
Central Valley Advisors, LLC 0.09% No change 4,792 $275K
Dana Investment Advisors, Inc. 0.01% No change 4,712 $271K
Comerica Bank 0.00% Reduce -14.5% 4,687 $269K
First Heartland Consultants, Inc. 0.02% Add +2.5% 4,655 $268K
Lido Advisors, LLC 0.00% No change 4,638 $267K
Waverly Advisors, LLC 0.00% Add +1.3% 4,602 $265K
MKT Advisors LLC 0.10% No change 4,418 $259K
Hudock, Inc. 0.04% No change 4,285 $246K
Gill Capital Partners, LLC 0.08% No change 4,182 $240K
Private Trust Co. NA 0.02% No change 4,165 $239K
Silver Oak Securities, Incorporated 0.02% Reduce -3.8% 4,105 $236K
Snowden Capital Advisors LLC 0.01% Add +0.1% 4,088 $235K
Advisory Services Network, LLC 0.00% Reduce -34.0% 3,930 $224K
Thompson Investment Management, Inc. 0.03% Add +282.9% 3,829 $220K
CIBC Private Wealth Group LLC 0.00% No change 3,760 $216K
Simmons Bank 0.02% No change 3,683 $212K
Oppenheimer & Co. Inc. 0.00% Add +0.5% 3,573 $205K
Hibernia Wealth Partners, LLC 0.07% New 3,572 $205K
PNC Financial Services Group, Inc. 0.00% No change 2,972 $171K
Geneos Wealth Management Inc. 0.00% Add +38.4% 2,851 $164K
National Bank of Canada 0.00% No change 2,096 $120K
Lanark Financial, Inc. 0.01% No change 2,010 $115K
Rothschild Investment LLC 0.01% No change 1,750 $101K
Tower Research Capital LLC (TRC) 0.00% Add +24.7% 1,646 $95K
CoreCap Advisors, LLC 0.00% Add +0.1% 1,106 $64K
Key Financial Inc 0.01% No change 1,098 $63K
Sierra Ocean, LLC 0.05% No change 1,087 $62K
Register Financial Advisors LLC 0.03% No change 1,050 $60K
Caldwell Trust Co 0.01% No change 1,050 $60K
Signaturefd, LLC 0.00% No change 1,000 $57K
Albion Financial Group 0.00% Add +1.0% 884 $51K
JPMorgan Chase & Co. 0.00% Reduce -71.2% 819 $47K
Arax Advisory Partners 0.00% No change 797 $46K
ORG Partners LLC 0.01% No change 750 $44K
Ameritas Advisory Services, LLC 0.00% New 681 $39K
Wood Tarver Financial Group, LLC 0.01% No change 600 $34K
TD Waterhouse Canada Inc. 0.00% No change 505 $30K
Whittier Trust Co. of Nevada Inc. 0.00% New 504 $29K
MAI Capital Management 0.00% Reduce -20.0% 500 $29K
IFP Advisors, Inc 0.00% New 500 $29K
Parallel Advisors, LLC 0.00% No change 500 $29K
Bank of Montreal 0.00% No change 500 $29K
Transce3nd, LLC 0.01% New 423 $24K
US Bancorp \de 0.00% No change 400 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 330 $19K
Principal Securities, Inc. 0.00% New 300 $17K
Assetmark, Inc. 0.00% Reduce -66.5% 250 $14K
Avion Wealth 0.00% Reduce -25.8% 248 $14K
AlphaCore Capital LLC 0.00% New 210 $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% No change 160 $9K
SOA Wealth Advisors, LLC. 0.00% No change 155 $9K
Golden State Wealth Management, LLC 0.00% Add +0.7% 143 $8K
Beacon Capital Management, LLC 0.00% Add +0.7% 137 $8K
Russell Investments Group, Ltd. 0.00% New 124 $7K
Global Retirement Partners, LLC 0.00% — 115 $7K
Citigroup Inc. 0.00% New 115 $7K
GHP Investment Advisors, Inc. 0.00% Reduce -37.2% 91 $5K
AE Wealth Management LLC 0.00% No change 52 $3K
Winthrop Capital Management, LLC 0.00% No change 27 $2K
Costello Asset Management, INC 0.00% No change 26 $1K
Truvestments Capital LLC 0.00% No change 17 $974
DHJJ Financial Advisors, Ltd. 0.00% No change 11 $611
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.