Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SMITH CORE PLUS
-
Total 13F shares
-
25,258,194
-
Share change
-
+21,551,378
-
Total reported value
-
$648,249,081
-
Price per share
-
$25.66
-
Number of holders
-
17
-
Value change
-
+$553,113,588
-
Number of buys
-
16
-
Number of sells
-
1
Institutional Holders of ALPS ETF TR - SMITH CORE PLUS (SMTH) as of Q1 2024
As of 31 Mar 2024,
ALPS ETF TR - SMITH CORE PLUS (SMTH) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,258,194 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Stratos Investment Management, LLC, Principle Wealth Partners LLC, Annex Advisory Services, LLC, Advisory Resource Group, Guardian Financial Partners, LLC, Fermata Advisors, LLC, Sovereign Investment Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Triumph Capital Management.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.