Who Owns ALPS (SMTH)? -- Institutional Holders (2026-06-30)

93 institutions reported holding $2.33B of ALPS (SMTH) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.26B), Annex Advisory Services, LLC ($237.8M), SHUFRO ROSE & CO LLC ($136.4M), Trilogy Capital Inc. ($107.7M), Stratos Investment Management, LLC ($84.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.26B49.7MAdded
2Annex Advisory Services, LLC$237.8M9.2MAdded
3SHUFRO ROSE & CO LLC$136.4M5.3MAdded
4Trilogy Capital Inc.$107.7M4.2MAdded
5Stratos Investment Management, LLC$84.4M3.3MTrimmed
6Bank of New York Mellon Corp$58.1M2.3MAdded
7Lineweaver Wealth Advisors, LLC$40.7M1.6MAdded
8BANK OF AMERICA CORP /DE/$37.1M1.4MAdded
9Hamilton Wealth, LLC$34.4M1.3MAdded
10LEVEL FOUR ADVISORY SERVICES, LLC$32.3M1.3MAdded
11Thrivent Financial for Lutherans$25.1M976,388Added
12Meridian Wealth Management, LLC$23.8M923,625Added
13Vise Technologies, Inc.$20.4M790,997Added
14ADAPT WEALTH ADVISORS, LLC$17.6M682,887Trimmed
15Traction Financial Partners, LLC$17.4M677,300Added
16Principle Wealth Partners LLC$16.5M642,470Trimmed
17NorthCrest Asset Manangement, LLC$14.3M557,618Added
18Guardian Financial Partners, LLC$13.6M529,672Added
19SENTINEL PENSION ADVISORS, LLC$12.3M481,227Added
20World Investment Advisors$11.2M436,043Hold
21Old Port Advisors$11.1M431,023Added
22Ethos Financial Group, LLC$10.9M424,943Added
23Prasad Wealth Partners, LLC$9.8M378,849Trimmed
24Sovereign Investment Advisors, LLC$9.6M373,742Hold
25Gallacher Capital Management LLC$8.0M309,268Trimmed

Source: SEC Form 13F filings · as of 2026-06-30