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

82 institutions reported holding $336.7M of ALPS (IDOG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($58.9M), Avantax Planning Partners, Inc. ($38.3M), Cetera Investment Advisers ($36.2M), Del-Sette Capital Management, LLC ($18.6M), BANK OF AMERICA CORP /DE/ ($14.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$58.9M1.4MAdded
2Avantax Planning Partners, Inc.$38.3M929,340Trimmed
3Cetera Investment Advisers$36.2M879,240Added
4Del-Sette Capital Management, LLC$18.6M450,638Added
5BANK OF AMERICA CORP /DE/$14.7M355,861Added
6Focus Partners Advisor Solutions, LLC$14.5M352,141Trimmed
7Brady Martz Wealth Solutions, LLC$14.0M340,690Trimmed
8LPL Financial LLC$13.4M326,199Added
9MGO ONE SEVEN LLC$13.3M322,431Added
10WELLS FARGO & COMPANY/MN$12.3M299,324Added
11UBS Group AG$12.3M298,824Added
12AMERIPRISE FINANCIAL INC$11.7M284,398Added
13Kingsview Wealth Management, LLC$8.2M199,101New
14American Alpha Advisors, LLC$6.2M149,954Added
15Royal Bank of Canada$6.2M149,849Added
16ForthRight Wealth Management, LLC$5.3M127,526Trimmed
17Tenzing Financial LLC$5.2M125,047Added
18COMMONWEALTH EQUITY SERVICES, LLC$4.8M115,699Added
19JONES FINANCIAL COMPANIES LLLP$4.4M107,314Added
20ALPS ADVISORS INC$4.0M97,965Hold
21CAHILL FINANCIAL ADVISORS INC$2.7M65,597Added
22OSAIC HOLDINGS, INC.$2.7M64,787Added
23Genesee Capital Advisors, LLC$2.7M64,520Added
24RAYMOND JAMES FINANCIAL INC$2.6M63,877Added
25TRUIST FINANCIAL CORP$2.5M61,096Added

来源：SEC 13F 申报文件 · 截至 2026-06-30