Alps SMTH Cor BD Plus ETFSMTHETF
13F holders, Q2 2025 (June 30)63holders +4
10new positions
8sold out
1famous investor
$25.82avg. 13F price*
At the end of Q2 2025, 63 institutions reported holding Alps SMTH Cor BD Plus ETF (SMTH) in their 13F filings, up 4 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($1.1B), Annex Advisory Services, LLC ($133.0M) and Shufro Rose & Co. LLC ($116.0M). 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 (Q2 2025)
- CUSIP
- 00162Q346
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $56.3M |
| Exits | 8 | $12.7M |
All 13F filers, Q1 2025 → Q2 2025: 10,475,486 shares bought and 1,595,442 shares sold, net +8,880,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Wealth Enhancement Advisory Services, LLC | 1.87% | Add +12.6% | 43,698,035 | $1.1B |
| Annex Advisory Services, LLC | 3.20% | Add +47.1% | 5,143,368 | $133.0M |
| Shufro Rose & Co. LLC | 9.40% | Reduce -1.4% | 4,480,300 | $116.0M |
| Stratos Investment Management, LLC | 3.89% | Add +24.0% | 3,288,789 | $85.0M |
| Bank of New York Mellon Corp | 0.01% | Add +0.1% | 1,935,767 | $50.0M |
| Level Four Advisory Services, LLC | 1.21% | New | 1,271,655 | $32.9M |
| Hamilton Wealth, LLC | 6.56% | Reduce -30.0% | 1,134,116 | $29.3M |
| Lineweaver Wealth Advisors, LLC | 4.63% | Add +12.0% | 1,132,470 | $29.3M |
| Advisory Resource Group | 4.18% | Add +54.2% | 841,184 | $21.7M |
| Principle Wealth Partners LLC | 1.27% | Reduce -21.3% | 785,243 | $20.3M |
| Traction Financial Partners, LLC | 11.80% | Reduce -1.1% | 673,584 | $17.4M |
| Vise Technologies, Inc. | 0.70% | — | 653,667 | $16.9M |
| Adapt Wealth Advisors, LLC | 7.06% | Add +3.0% | 611,022 | $15.8M |
| Guardian Financial Partners, LLC | 5.16% | Add +7.6% | 444,754 | $11.5M |
| Thrivent Financial for Lutherans | 0.02% | New | 402,464 | $10.4M |
| Prasad Wealth Partners, LLC | 3.02% | Reduce -26.3% | 398,493 | $10.3M |
| Sovereign Investment Advisors, LLC | 2.74% | Add +560.4% | 385,533 | $10.0M |
| Gallacher Capital Management LLC | 4.04% | Add +4.4% | 337,518 | $8.7M |
| Sentinel Pension Advisors, LLC | 1.41% | New | 323,202 | $8.4M |
| World Investment Advisors | 0.19% | Add +9.3% | 321,794 | $8.3M |
| NorthCrest Asset Manangement, LLC | 0.21% | Add +24.1% | 295,740 | $7.6M |
| Old Port Advisors | 1.83% | Add +19.4% | 259,355 | $6.7M |
| Nixon Peabody Trust Co. | 0.47% | Add +15.6% | 237,108 | $6.1M |
| Ethos Financial Group, LLC | 0.52% | Add +9.6% | 231,952 | $6.0M |
| Spectrum Investment Advisors, Inc. | 2.66% | Add +7.0% | 177,147 | $4.6M |
| Riverbend Wealth Management, LLC | 3.02% | Add +35.4% | 154,257 | $4.0M |
| Alps Advisors Inc. | 0.02% | Reduce -18.1% | 147,957 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +18.3% | 125,478 | $3.2M |
| Fermata Advisors, LLC | 0.59% | Reduce -0.1% | 84,752 | $2.2M |
| Main Street Financial Solutions, LLC | 0.14% | New | 73,084 | $1.9M |
| First Foundation Advisors | 0.07% | Reduce -4.5% | 70,182 | $1.8M |
| Madrid Financial Services | 1.09% | New | 62,452 | $1.6M |
| LPL Financial LLC | 0.00% | Add +34.7% | 60,260 | $1.6M |
| Citadel Advisors | 0.00% | Add +9.0% | 53,293 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -8.0% | 42,915 | $1.1M |
| Triumph Capital Management | 0.33% | Reduce -53.0% | 42,423 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +100.8% | 41,278 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 35,508 | $918K |
| Legacy Capital Wealth Partners, LLC | 0.21% | Add +4.3% | 34,873 | $901K |
| Flow Traders U.S. LLC | 0.03% | New | 31,897 | $825K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.2% | 26,853 | $694K |
| Wells Fargo & Company | 0.00% | Add +80.2% | 25,953 | $671K |
| G&S Capital LLC | 0.24% | Add +25.0% | 23,572 | $609K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +39.1% | 21,037 | $544K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 20,806 | $538K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 15,115 | $391K |
| Tribridge Partners Financial LLC | 0.20% | — | 13,461 | $348K |
| Crestwood Advisors Group, LLC | 0.01% | New | 12,385 | $320K |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 12,019 | $311K |
| JPMorgan Chase & Co. | 0.00% | Add +42.6% | 11,559 | $299K |
| Strategic Financial Concepts, LLC | 0.03% | Add +2.0% | 9,193 | $238K |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 8,938 | $231K |
| Arax Advisory Partners | 0.01% | Reduce -92.2% | 8,920 | $231K |
| Osaic Holdings, Inc. | 0.00% | Add +64.8% | 7,528 | $195K |
| Comerica Bank | 0.00% | Reduce -4.2% | 7,030 | $182K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +418.5% | 3,370 | $87K |
| Jones Financial Companies LLLP | 0.00% | New | 1,950 | $50K |
| Franklin Resources Inc. | 0.00% | No change | 934 | $24K |
| AE Wealth Management LLC | 0.00% | New | 630 | $16K |
| Family Capital Trust Co | 0.00% | Reduce -4.0% | 553 | $14K |
| Operose Advisors LLC | 0.00% | No change | 256 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 178 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 4 | $104 |
"% 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.