Alps SMTH Cor BD Plus ETFSMTHETF
13F holders, Q1 2025 (March 31)59holders +11
18new positions
5sold out
1famous investor
$25.88avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Alps SMTH Cor BD Plus ETF (SMTH) in their 13F filings, up 11 from Q4 2024. 18 opened new positions and 5 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($1.0B), Shufro Rose & Co. LLC ($117.6M) and Annex Advisory Services, LLC ($90.5M). 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 2025)
- CUSIP
- 00162Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $88.1M |
| Exits | 5 | $12.4M |
All 13F filers, Q4 2024 → Q1 2025: 11,716,245 shares bought and 1,093,142 shares sold, net +10,623,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Wealth Enhancement Advisory Services, LLC | 1.92% | Add +8.8% | 38,822,260 | $1.0B |
| Shufro Rose & Co. LLC | 9.37% | Add +146.4% | 4,543,908 | $117.6M |
| Annex Advisory Services, LLC | 2.57% | Add +17.9% | 3,496,658 | $90.5M |
| Stratos Investment Management, LLC | 3.66% | Add +35.3% | 2,651,970 | $68.6M |
| Bank of New York Mellon Corp | 0.01% | New | 1,932,956 | $50.0M |
| Hamilton Wealth, LLC | 10.10% | Add +1.9% | 1,619,820 | $41.9M |
| Lineweaver Wealth Advisors, LLC | 4.46% | Add +70.4% | 1,010,919 | $26.2M |
| Principle Wealth Partners LLC | 1.85% | Reduce -7.8% | 997,835 | $25.8M |
| Traction Financial Partners, LLC | 13.76% | New | 680,889 | $17.6M |
| Adapt Wealth Advisors, LLC | 7.49% | Add +43.2% | 593,317 | $15.4M |
| Advisory Resource Group | 2.88% | Reduce -5.4% | 545,393 | $14.1M |
| Prasad Wealth Partners, LLC | 4.57% | Add +10.8% | 540,723 | $14.0M |
| Guardian Financial Partners, LLC | 5.12% | Add +2.7% | 413,213 | $10.7M |
| Gallacher Capital Management LLC | 4.08% | Add +12.8% | 323,342 | $8.4M |
| World Investment Advisors | 0.20% | Add +10.9% | 294,502 | $7.6M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -22.2% | 273,026 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.19% | Add +174.0% | 238,408 | $6.2M |
| Old Port Advisors | 1.67% | Add +554.8% | 217,146 | $5.6M |
| Ethos Financial Group, LLC | 0.53% | New | 211,720 | $5.5M |
| Nixon Peabody Trust Co. | 0.45% | New | 205,180 | $5.3M |
| Alps Advisors Inc. | 0.03% | Add +18.0% | 180,582 | $4.7M |
| Spectrum Investment Advisors, Inc. | 2.77% | Add +2.4% | 165,544 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.2% | 130,446 | $3.4M |
| Riverbend Wealth Management, LLC | 2.64% | Add +6.7% | 113,955 | $2.9M |
| Arax Advisory Partners | 0.19% | New | 113,619 | $2.9M |
| Raymond James Financial Inc. | 0.00% | New | 106,071 | $2.7M |
| Triumph Capital Management | 0.78% | Add +19.3% | 90,173 | $2.3M |
| Fermata Advisors, LLC | 0.40% | Add +6.2% | 84,791 | $2.2M |
| First Foundation Advisors | 0.08% | Add +193.7% | 73,495 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | New | 69,271 | $1.8M |
| Sovereign Investment Advisors, LLC | 0.52% | Reduce -84.5% | 58,378 | $1.5M |
| Citadel Advisors | 0.00% | Add +34.7% | 48,874 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -51.9% | 46,627 | $1.2M |
| LPL Financial LLC | 0.00% | Add +27.8% | 44,747 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 34,063 | $882K |
| Legacy Capital Wealth Partners, LLC | 0.21% | No change | 33,435 | $865K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.3% | 26,901 | $696K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 20,657 | $535K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 20,558 | $532K |
| G&S Capital LLC | 0.21% | New | 18,859 | $488K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +0.3% | 15,125 | $392K |
| Kestra Advisory Services, LLC | 0.00% | Add +49.5% | 15,108 | $391K |
| Wells Fargo & Company | 0.00% | New | 14,400 | $373K |
| BlackRock, Inc. | 0.00% | Add +5.5% | 12,219 | $316K |
| ABLE Financial Group, LLC | 0.08% | New | 10,818 | $280K |
| Strategic Financial Concepts, LLC | 0.04% | Add +14.8% | 9,016 | $233K |
| Stifel Financial Corp. | 0.00% | New | 8,693 | $225K |
| JPMorgan Chase & Co. | 0.00% | Add +80.5% | 8,107 | $210K |
| Comerica Bank | 0.00% | Add +128.3% | 7,336 | $190K |
| Blue Trust, Inc. | 0.00% | New | 5,080 | $131K |
| Osaic Holdings, Inc. | 0.00% | Add +171.0% | 4,567 | $118K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,642 | $43K |
| Franklin Resources Inc. | 0.00% | New | 934 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -93.0% | 650 | $17K |
| IFP Advisors, Inc | 0.00% | New | 620 | $16K |
| Family Capital Trust Co | 0.01% | New | 576 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | New | 385 | $10K |
| Operose Advisors LLC | 0.00% | No change | 256 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 178 | $5K |
"% 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.