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

55 institutions reported holding $70.5M of ALPS (ELFY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Redhawk Wealth Advisors, Inc. ($11.1M), OSAIC HOLDINGS, INC. ($9.3M), Prasad Wealth Partners, LLC ($8.9M), LPL Financial LLC ($6.9M), LEVEL FOUR ADVISORY SERVICES, LLC ($3.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Redhawk Wealth Advisors, Inc.$11.1M246,250Added
2OSAIC HOLDINGS, INC.$9.3M207,964Added
3Prasad Wealth Partners, LLC$8.9M198,882New
4LPL Financial LLC$6.9M153,569Added
5LEVEL FOUR ADVISORY SERVICES, LLC$3.9M87,045Added
6ALPS ADVISORS INC$3.7M82,100Trimmed
7Inspire Advisors, LLC$3.0M67,484Added
8Trek Financial, LLC$3.0M67,158New
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.0M46,731Added
10Cetera Investment Advisers$1.8M40,785Added
11NewEdge Advisors, LLC$1.8M40,678Added
12COMMONWEALTH EQUITY SERVICES, LLC$1.5M32,317Trimmed
13Belpointe Asset Management LLC$1.3M29,846Trimmed
14BXM Wealth LLC$1.1M25,015Added
15Farther Finance Advisors, LLC$1.0M23,336Trimmed
16GOLDMAN SACHS GROUP INC$935,54320,817New
17ENVESTNET ASSET MANAGEMENT INC$935,44120,815Added
18Brookwood Investment Group LLC$773,03517,201Trimmed
19Diversify Advisory Services, LLC$716,78217,393New
20DIVERSIFY WEALTH MANAGEMENT, LLC$716,78217,393Added
21Janney Montgomery Scott LLC$642,00014,280Added
22Equitable Holdings, Inc.$582,88812,970New
23Strategic Financial Concepts, LLC$578,68412,875Added
24Summit Financial, LLC$481,37010,711Added
25Thrivent Financial for Lutherans$383,0008,519Added

来源：SEC 13F 申报文件 · 截至 2026-06-30