Alps SMTH Cor BD Plus ETFSMTHETF
13F holders, Q4 2024 (December 31)48holders +19
19new positions
2sold out
1famous investor
$25.52avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Alps SMTH Cor BD Plus ETF (SMTH) in their 13F filings, up 19 from Q3 2024. 19 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($910.2M), Annex Advisory Services, LLC ($75.7M) and Stratos Investment Management, LLC ($50.0M). 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 (Q4 2024)
- CUSIP
- 00162Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $76.9M |
| Exits | 2 | $374K |
All 13F filers, Q3 2024 → Q4 2024: 13,826,376 shares bought and 221,983 shares sold, net +13,604,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Wealth Enhancement Advisory Services, LLC | 1.74% | Add +32.8% | 35,667,256 | $910.2M |
| Annex Advisory Services, LLC | 2.28% | Add +81.9% | 2,966,770 | $75.7M |
| Stratos Investment Management, LLC | 3.01% | Reduce -0.5% | 1,959,640 | $50.0M |
| Shufro Rose & Co. LLC | 3.67% | New | 1,844,088 | $47.1M |
| Hamilton Wealth, LLC | 9.83% | Add +22.6% | 1,590,342 | $40.6M |
| Principle Wealth Partners LLC | 1.94% | Reduce -6.5% | 1,082,578 | $27.6M |
| Lineweaver Wealth Advisors, LLC | 2.80% | Add +2.5% | 593,315 | $15.2M |
| Advisory Resource Group | 3.12% | Reduce -5.3% | 576,334 | $14.7M |
| Prasad Wealth Partners, LLC | 4.03% | — | 487,842 | $12.4M |
| Adapt Wealth Advisors, LLC | 5.21% | Add +20.1% | 414,451 | $10.6M |
| Guardian Financial Partners, LLC | 6.10% | Add +4.0% | 402,471 | $10.3M |
| Sovereign Investment Advisors, LLC | 2.86% | Add +50.2% | 376,719 | $9.6M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -2.0% | 350,990 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | New | 340,034 | $8.7M |
| Gallacher Capital Management LLC | 3.63% | Add +20.7% | 286,678 | $7.3M |
| World Investment Advisors | 0.19% | Reduce -0.1% | 265,620 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 165,609 | $4.2M |
| Spectrum Investment Advisors, Inc. | 2.75% | New | 161,671 | $4.1M |
| Alps Advisors Inc. | 0.02% | New | 153,037 | $3.9M |
| Riverbend Wealth Management, LLC | 2.43% | — | 106,830 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +54.3% | 96,849 | $2.5M |
| Old Mission Capital LLC | 0.05% | New | 91,182 | $2.3M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +152.1% | 87,015 | $2.2M |
| Fermata Advisors, LLC | 0.38% | Reduce -9.4% | 79,839 | $2.0M |
| Triumph Capital Management | 0.66% | Add +8.2% | 75,578 | $1.9M |
| Condor Capital Management | 0.10% | New | 43,858 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -43.3% | 36,283 | $926K |
| LPL Financial LLC | 0.00% | Add +56.9% | 35,001 | $893K |
| Envestnet Asset Management Inc. | 0.00% | New | 34,055 | $869K |
| Legacy Capital Wealth Partners, LLC | 0.21% | New | 33,435 | $853K |
| Old Port Advisors | 0.24% | New | 33,163 | $846K |
| Vise Technologies, Inc. | 0.06% | New | 28,136 | $718K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.9% | 26,823 | $685K |
| First Foundation Advisors | 0.02% | New | 25,021 | $639K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.1% | 22,309 | $569K |
| Coastal Bridge Advisors, LLC | 0.10% | New | 15,084 | $385K |
| BlackRock, Inc. | 0.00% | New | 11,586 | $296K |
| Flow Traders U.S. LLC | 0.01% | Reduce -72.8% | 10,235 | $261K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,108 | $258K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 9,325 | $238K |
| TAP Consulting, LLC | 0.04% | New | 8,317 | $212K |
| Strategic Financial Concepts, LLC | 0.04% | New | 7,857 | $201K |
| JPMorgan Chase & Co. | 0.00% | New | 4,492 | $115K |
| Comerica Bank | 0.00% | New | 3,214 | $82K |
| Osaic Holdings, Inc. | 0.00% | Reduce -77.2% | 1,685 | $43K |
| Operose Advisors LLC | 0.00% | No change | 256 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 178 | $5K |
| UBS Group AG | 0.00% | Reduce -97.0% | 132 | $3K |
"% 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.