Alps SMTH Cor BD Plus ETFSMTHETF
13F holders, Q1 2024 (March 31)17holders
1famous investor
$25.66avg. 13F price*
At the end of Q1 2024, 17 institutions reported holding Alps SMTH Cor BD Plus ETF (SMTH) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($511.4M), Stratos Investment Management, LLC ($45.0M) and Principle Wealth Partners LLC ($32.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps SMTH Cor BD Plus ETF
- Filed as
- ALPS ETF TR (Q1 2024)
- CUSIP
- 00162Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $551.2M |
| Exits | 0 | $0 |
Ownership 17 holders
| Wealth Enhancement Advisory Services, LLC | 1.32% | New | 19,926,994 | $511.4M |
| Stratos Investment Management, LLC | 4.39% | Add +6.4% | 1,753,495 | $45.0M |
| Principle Wealth Partners LLC | 2.56% | Add +2.1% | 1,278,274 | $32.8M |
| Annex Advisory Services, LLC | 0.88% | New | 961,611 | $24.7M |
| Advisory Resource Group | 4.15% | Reduce -8.3% | 704,991 | $18.1M |
| Guardian Financial Partners, LLC | 6.44% | New | 365,818 | $9.4M |
| Fermata Advisors, LLC | 0.48% | New | 82,817 | $2.1M |
| Sovereign Investment Advisors, LLC | 0.52% | New | 58,378 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 37,328 | $958K |
| Triumph Capital Management | 0.25% | New | 23,652 | $604K |
| Burford Brothers, Inc. | 0.39% | New | 23,076 | $592K |
| Citadel Advisors | 0.00% | New | 10,577 | $271K |
| Flow Traders U.S. LLC | 0.01% | New | 10,514 | $270K |
| Osaic Holdings, Inc. | 0.00% | Add +6892.6% | 8,531 | $219K |
| Old Mission Capital LLC | 0.01% | New | 8,168 | $210K |
| Private Capital Management LLC | 0.02% | New | 3,611 | $93K |
| UBS Group AG | 0.00% | Add +16.2% | 359 | $9K |
"% of holder's portfolio" is SMTH's weight in each manager's 13F, not the share of Alps SMTH Cor BD Plus ETF the manager owns.