Alps Sector Dividend DogsSDOGETF

13F holders, Q1 2026 (March 31)
164holders +2
17new positions
13sold out
2famous investors
$65.02avg. 13F price*

At the end of Q1 2026, 164 institutions reported holding Alps Sector Dividend Dogs (SDOG) in their 13F filings, up 2 from Q4 2025. 17 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($111.0M), Morgan Stanley ($68.2M) and Wells Fargo & Company ($41.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alps Sector Dividend Dogs
Filed as
ALPS ETF TR (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions17$6.0M
Exits13$4.4M

All 13F filers, Q4 2025 → Q1 2026: 486,705 shares bought and 402,412 shares sold, net +84,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

Bank of America Corp. 0.01% Reduce -8.2% 1,706,668 $111.0M
Morgan Stanley 0.00% Add +0.7% 1,048,826 $68.2M
Wells Fargo & Company 0.01% Reduce -3.2% 635,674 $41.3M
Raymond James Financial Inc. 0.01% Reduce -0.6% 317,622 $20.7M
Del-Sette Capital Management, LLC 10.94% Add +401.3% 281,064 $18.3M
UBS Group AG 0.00% Add +0.6% 279,015 $18.1M
LPL Financial LLC 0.00% Add +1.5% 276,696 $18.0M
Commonwealth Equity Services, LLC 0.02% Reduce -3.3% 191,750 $12.5M
Royal Bank of Canada 0.00% Add +1.1% 155,649 $10.1M
Janney Montgomery Scott LLC 0.02% Add +1.9% 99,323 $6.5M
Capital Investment Counsel, LLC 0.83% Add +3.4% 92,838 $6.0M
Goldman Sachs Group Inc. 0.00% Reduce -45.8% 75,732 $4.9M
MTM Financial Group, LLC 2.23% Reduce -1.9% 73,209 $4.8M
Dynamic Advisor Solutions LLC 0.15% Add +1.4% 72,947 $4.7M
Stifel Financial Corp. 0.00% Add +5.2% 64,714 $4.2M
Ameriprise Financial Inc. 0.00% Add +70.8% 61,134 $4.0M
IFP Advisors, Inc 0.08% Reduce -6.3% 58,789 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +0.4% 52,005 $3.4M
Sanctuary Advisors, LLC 0.02% Add +248.3% 48,267 $3.1M
Meridian Wealth Management, LLC 0.11% Reduce -2.0% 47,135 $3.1M
JPL Wealth Management, LLC 0.68% Reduce -0.4% 45,732 $3.0M
Cetera Investment Advisers 0.00% Add +10.6% 45,210 $2.9M
Integrated Wealth Concepts LLC 0.02% Add +670.7% 44,222 $2.9M
Osaic Holdings, Inc. 0.00% Add +1.9% 40,790 $2.7M
Jones Financial Companies LLLP 0.00% Add +28.3% 39,750 $2.6M
AQR Capital Management 0.00% New 38,773 $2.5M
Joseph P. Lucia & Associates, LLC 0.87% Reduce -1.6% 37,238 $2.4M
Money Concepts Capital Corp. 0.13% Add +0.6% 35,647 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -53.9% 35,598 $2.3M
TMB Capital Partners, LLC 0.73% Add +0.1% 33,152 $2.2M
Kestra Advisory Services, LLC 0.01% Add +3.0% 32,301 $2.1M
Sage Capital Management, LLC 0.89% Add +0.8% 28,976 $1.9M
United Capital Financial Advisors, LLC 0.01% Reduce -6.8% 27,467 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +1.7% 25,837 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.5% 25,713 $1.7M
&partners 0.01% Add +1.0% 24,722 $1.6M
NewEdge Advisors, LLC 0.01% Add +3.8% 22,113 $1.4M
Susquehanna International Group, LLP 0.00% Add +81.2% 21,701 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.8% 21,638 $1.4M
Summit Financial, LLC 0.02% Add +2.2% 21,545 $1.4M
Apollon Wealth Management, LLC 0.02% Reduce -2.5% 20,812 $1.4M
MML Investors Services, LLC 0.00% Reduce -5.4% 19,436 $1.3M
Cypress Wealth Services, LLC 0.17% Add +0.7% 18,728 $1.2M
Prospera Financial Services Inc 0.02% Add +0.9% 18,283 $1.2M
HighTower Advisors, LLC 0.00% Add +0.9% 16,584 $1.1M
Cahill Financial Advisors Inc. 0.11% Add +0.3% 16,166 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -1.7% 15,585 $1.0M
Concurrent Investment Advisors, LLC 0.01% No change 15,360 $999K
Summit Financial Wealth Advisors, LLC 0.14% Reduce -7.4% 14,648 $953K
Mariner, LLC 0.00% Reduce -7.5% 14,101 $917K
FMR LLC 0.00% Add +4.3% 13,788 $897K
Madden Advisory Services, Inc. 0.33% Reduce -12.8% 12,920 $840K
BKM Wealth Management, LLC 0.29% No change 12,086 $786K
Envestnet Asset Management Inc. 0.00% Add +28.8% 10,847 $705K
Citadel Advisors 0.00% Add +210.3% 10,557 $687K
Harbour Investments, Inc. 0.01% Add +8.1% 9,847 $640K
Capstone Wealth Management Group LLC 0.39% No change 9,825 $639K
Creative Planning 0.00% Add +2.6% 8,863 $576K
Focus Partners Wealth 0.00% Reduce -19.7% 8,688 $565K
Thrivent Financial for Lutherans 0.00% Add +1.8% 8,524 $554K
Strategic Financial Concepts, LLC 0.13% New 8,303 $540K
Wealthcare Capital Partners, LLC 0.25% No change 8,272 $538K
Arkadios Wealth Advisors 0.01% New 8,272 $538K
D.A. Davidson & Co. 0.00% Add +24.3% 8,182 $532K
J.W. Cole Advisors, Inc. 0.02% Add +0.1% 8,114 $528K
Sweeney & Michel, LLC 0.15% Add +0.9% 8,019 $525K
Private Advisor Group, LLC 0.00% Reduce -1.0% 7,636 $497K
Keystone Financial Group 0.03% Reduce -6.6% 7,632 $497K
Tradition Wealth Management, LLC 0.04% Reduce -0.4% 7,603 $494K
Parvin Asset Management, LLC 0.36% No change 7,521 $489K
Truist Financial Corp. 0.00% Reduce -3.0% 7,379 $480K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.8% 7,246 $471K
Kestra Private Wealth Services, LLC 0.01% Add +0.4% 7,064 $459K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.6% 6,980 $454K
Fifth Third Bancorp 0.00% New 6,954 $452K
PFG Investments, LLC 0.02% Reduce -4.7% 6,913 $450K
Pinnacle Bancorp, Inc. 0.13% No change 6,700 $436K
Cathy Pareto & Associates, Inc. 0.29% Add +3.9% 6,645 $432K
Beacon Pointe Advisors, LLC 0.00% Add +36.1% 5,482 $357K
Diversify Wealth Management, LLC 0.01% New 5,349 $353K
TCFG Wealth Management, LLC 0.13% Reduce -2.9% 5,333 $347K
TCFG Investment Advisors, LLC 0.13% — 5,333 $347K
Commonwealth Financial Services, LLC 0.05% No change 5,170 $336K
Captrust Financial Advisors 0.00% Add +0.0% 5,152 $335K
Wealthcare Advisory Partners LLC 0.01% Reduce -29.2% 5,051 $329K
Allworth Financial LP 0.00% Reduce -33.3% 5,021 $327K
Waverly Advisors, LLC 0.00% Add +1.8% 4,962 $323K
Virtu Financial LLC 0.01% Reduce -35.9% 4,877 $317K
Lido Advisors, LLC 0.00% Add +13.6% 4,828 $314K
Convergence Financial, LLC 0.03% No change 4,794 $312K
Dana Investment Advisors, Inc. 0.01% No change 4,712 $306K
First Heartland Consultants, Inc. 0.02% No change 4,655 $303K
Central Valley Advisors, LLC 0.08% Reduce -2.5% 4,595 $299K
Hudock, Inc. 0.04% No change 4,285 $279K
Tyche Wealth Partners LLC 0.04% No change 4,225 $275K
Investors Research Corp 0.05% Reduce -71.7% 4,186 $272K
Private Trust Co. NA 0.02% No change 4,165 $271K
Independent Financial Group, LLC 0.01% New 4,015 $261K
Gill Capital Partners, LLC 0.07% No change 3,932 $256K
MKT Advisors LLC 0.09% No change 3,925 $255K

"% 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 164 holders