Funds holding ALPS ETF Trust
3 funds declare a position · 0 ETFs and 3 other funds · 16.6M $ · US00162Q4525
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Muhlenkamp Fund Managed Portfolio Series | 148,559 | 7.8M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| 2 | Quantified Managed Income Fund Advisors Preferred Trust | 139,680 | 7.4M $ | 4.69 % | as of Mar 31, 2026 · Original filing |
| 3 | Hilton Tactical Income Fund Direxion Funds | 27,490 | 1.4M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
Institutional managers
804 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 15,835,961 | 833.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 8,490,654 | 446.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 7,517,252 | 395.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 6,563,117 | 345.5M $ | as of Mar 31, 2026 |
| Allen Investment Management, LLC | 4,005,535 | 210.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 3,630,084 | 191.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,195,287 | 168.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,637,986 | 138.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,414,295 | 127.1M $ | as of Mar 31, 2026 |
| Creative Planning | 2,247,071 | 118.3M $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 1,634,533 | 86M $ | as of Mar 31, 2026 |
| Naviter Wealth, LLC | 1,345,764 | 70.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,275,253 | 67.2M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,024,383 | 53.9M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 1,010,395 | 53.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 908,039 | 47.8M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 882,651 | 46.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 863,290 | 45.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 784,184 | 41.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 747,184 | 39.3M $ | as of Mar 31, 2026 |
| Proficio Capital Partners LLC | 610,337 | 32.1M $ | as of Mar 31, 2026 |
| TIAA Wealth Investment Management LLC | 602,832 | 32.1M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 560,656 | 29.5M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 538,203 | 28.3M $ | as of Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | 534,883 | 28.2M $ | as of Mar 31, 2026 |