22 institutions reported holding $6.9M of ALPS ETF TR (REIT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ellsworth Advisors, LLC ($4.1M), KESTRA PRIVATE WEALTH SERVICES, LLC ($891,282), &PARTNERS ($452,843), TWO SIGMA INVESTMENTS, LP ($314,474), GTS SECURITIES LLC ($261,729). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ellsworth Advisors, LLC | $4.1M | 149,236 | Added |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $891,282 | 32,593 | Added |
| 3 | &PARTNERS | $452,843 | 16,560 | Trimmed |
| 4 | TWO SIGMA INVESTMENTS, LP | $314,474 | 11,500 | Added |
| 5 | GTS SECURITIES LLC | $261,729 | 9,571 | Trimmed |
| 6 | Fermata Advisors, LLC | $246,472 | 9,013 | Trimmed |
| 7 | Summit Financial, LLC | $224,198 | 8,199 | Trimmed |
| 8 | Park Edge Advisors, LLC | $217,835 | 7,966 | Added |
| 9 | NATIONAL BANK OF CANADA /FI/ | $85,215 | 3,118 | Trimmed |
| 10 | Main Street Group, LTD | $83,401 | 3,050 | New |
| 11 | HARBOUR INVESTMENTS, INC. | $55,730 | 2,038 | Added |
| 12 | Larson Financial Group LLC | $2,844 | 104 | New |
| 13 | TSFG, LLC | $1,000 | 46 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $300 | 11 | Hold |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109 | 4 | New |
| 16 | VANGUARD ADVISERS INC | $82 | 3 | New |
| 17 | MORGAN STANLEY | $34 | 1 | New |
| 18 | Farther Finance Advisors, LLC | $25 | 1 | New |
| 19 | Arete Wealth Advisors, LLC | $0 | 0 | Exited |
| 20 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 21 | Clearstead Advisors, LLC | $0 | 0 | Exited |
| 22 | Wealth Watch Advisors, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31