13FBOX
ALPS ETF TR · 13F Institutional Holdings
Options Calculator Rankings
A

ALPS ETF TR

OUSA
Institutions
131
Combined AUM (Q2 2026)
$344.1M
Combined Shares (Q2 2026)
5.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+201,914
51 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-375,667
58 · 16 Exit · ≈
⚖️ Net
-173,753
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$344.1M
Institutions
131
New Buys
13
Adds
38
Reduces
42
Exits
16
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%0.01%#69$90.0M1.5M$87.8M1.6M-9,276-0.60%Reduce
LPL Financial LLC
0.01%0.01%#61$30.6M524,948$29.7M533,852-8,904-1.67%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#95$21.7M371,645$21.1M378,970-7,325-1.93%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#82$17.5M300,573$17.8M319,646-19,073-5.97%Reduce
MGO ONE SEVEN LLC
0.26%0.3%#5$16.0M274,456$15.2M272,266+2,190+0.80%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#83$15.3M262,882$15.1M270,860-7,978-2.95%Reduce
Kestra Advisory Services, LLC
0.05%0.05%#34$14.5M248,996$14.4M259,453-10,457-4.03%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#80$10.7M183,550$10.5M188,042-4,492-2.39%Reduce
UBS Group AG
<0.01%<0.01%#96$10.2M174,736$10.4M186,778-12,042-6.45%Reduce
Rockefeller Capital Management L.P.
0.01%0.02%#50$8.5M146,302$10.8M194,431-48,129-24.75%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#105$7.2M123,599$5.4M97,598+26,001+26.64%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.07%0.08%#27$6.6M113,309$6.2M112,054+1,255+1.12%Add
Equitable Holdings, Inc.
0.04%0.04%#35$5.9M100,854$6.2M107,882-7,028-6.51%Reduce
Ameritas Advisory Services, LLC
0.11%0.12%#17$5.6M96,857$3.2M56,785+40,072+70.57%Add
Private Advisor Group, LLC
0.02%0.02%#40$4.4M76,256$4.3M77,201-945-1.22%Reduce
Sanctuary Advisors, LLC
0.02%0.02%#39$4.4M76,036$4.2M76,003+33+0.04%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#100$3.9M66,413$3.6M64,810+1,603+2.47%Add
&PARTNERS
0.02%0.02%#44$3.7M64,018$4.0M72,572-8,554-11.79%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#71$3.5M60,672$3.2M57,505+3,167+5.51%Add
NewEdge Advisors, LLC
0.01%0.01%#54$3.5M59,201$3.0M53,688+5,513+10.27%Add
Stratos Wealth Partners, LTD.
0.03%0.04%#36$3.2M54,914$3.1M55,709-795-1.43%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#62$3.1M53,603$2.7M48,777+4,826+9.89%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#86$2.5M42,846$4.3M77,751-34,905-44.89%Reduce
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.87%1.93%#2$2.4M40,932$4.7M83,949-43,017-51.24%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#110$2.1M35,161$2.0M36,064-903-2.50%Reduce
Avant Capital LLC
1.27%1.4%#1$2.0M34,639$2.0M35,838-1,199-3.35%Reduce
DAVENPORT & Co LLC
0.01%0.01%#57$1.8M31,366$1.8M32,944-1,578-4.79%Reduce
Caldwell Trust Co
0.14%0.15%#14$1.7M28,797$1.6M29,157-360-1.23%Reduce
Apollon Financial, LLC
0.2%0.22%#6$1.7M28,640$1.6M28,64000.00%Unchanged
Janney Montgomery Scott LLC
<0.01%<0.01%#77$1.7M28,530$1.4M25,594+2,936+11.47%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#104$1.6M27,688$1.4M25,261+2,427+9.61%Add
FLAGSHIP HARBOR ADVISORS, LLC
0.06%0.06%#31$1.5M26,332$1.4M25,201+1,131+4.49%Add
Beaumont Financial Advisors, LLC
0.1%0.1%#20$1.5M26,285$1.5M26,822-537-2.00%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#118$1.3M23,043$1.6M28,914-5,871-20.31%Reduce
Sovereign Financial Group, Inc.
0.19%0.1%#7$1.3M22,087$1.2M21,976+111+0.51%Add
Cetera Investment Advisers
<0.01%<0.01%#98$1.2M20,938$1.2M20,767+171+0.82%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#90$1.2M19,340$1.1M19,395-55-0.28%Reduce
BXM Wealth LLC
0.62%0.47%#3$1.1M19,400$606,80310,900+8,500+77.98%Add
Tempo Wealth, LLC
0.16%0.18%#9$1.1M18,682$1.1M18,968-286-1.51%Reduce
HRT FINANCIAL LP
<0.01%#89$1.1M18,217$00+18,217New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#116$1.0M17,534$516,1179,271+8,263+89.13%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#97$924,82015,855$1.0M18,644-2,789-14.96%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#70$919,86415,770$331,7935,960+9,810+164.60%Add
Capital Advisors, Ltd. LLC
0.09%0.1%#22$909,13115,586$873,00015,682-96-0.61%Reduce
Park Edge Advisors, LLC
0.16%0.16%#11$742,19812,724$708,32712,72400.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%<0.01%#73$741,31112,709$405,6937,287+5,422+74.41%Add
Ascentis Independent Advisors
0.09%0.06%#23$652,07411,713$849,65915,262-3,549-23.25%Reduce
Kingsview Wealth Management, LLC
0.01%0.01%#53$608,68010,934$608,68010,93400.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#125$565,4919,718$404,7967,376+2,342+31.75%Add
CITIGROUP INC
<0.01%#115$556,4109,539$00+9,539New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow