22 institutions reported holding $8.6M of ALPS ETF TR (REIT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ellsworth Advisors, LLC ($4.9M), KESTRA PRIVATE WEALTH SERVICES, LLC ($960,453), Virtue Capital Management, LLC ($651,493), &PARTNERS ($503,088), TWO SIGMA INVESTMENTS, LP ($303,797). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ellsworth Advisors, LLC | $4.9M | 159,149 | Added |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | $960,453 | 31,615 | Trimmed |
| 3 | Virtue Capital Management, LLC | $651,493 | 21,445 | New |
| 4 | &PARTNERS | $503,088 | 16,560 | Hold |
| 5 | TWO SIGMA INVESTMENTS, LP | $303,797 | 10,000 | Trimmed |
| 6 | Fermata Advisors, LLC | $268,383 | 8,834 | Trimmed |
| 7 | Park Edge Advisors, LLC | $253,762 | 8,353 | Added |
| 8 | Summit Financial, LLC | $234,845 | 7,730 | Trimmed |
| 9 | OneAscent Wealth Management LLC | $223,291 | 7,350 | New |
| 10 | Main Street Group, LTD | $93,290 | 3,071 | Added |
| 11 | OSAIC HOLDINGS, INC. | $69,083 | 2,274 | Added |
| 12 | HARBOUR INVESTMENTS, INC. | $61,914 | 2,038 | Hold |
| 13 | Integrated Wealth Concepts LLC | $24,108 | 794 | New |
| 14 | NATIONAL BANK OF CANADA /FI/ | $20,449 | 674 | Trimmed |
| 15 | IMA Advisory Services, Inc. | $18,228 | 600 | New |
| 16 | MORGAN STANLEY | $6,170 | 203 | Added |
| 17 | VANGUARD GROUP INC | $0 | 0 | Exited |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 19 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 20 | Larson Financial Group LLC | $0 | 0 | Exited |
| 21 | TSFG, LLC | $0 | 0 | Exited |
| 22 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30