Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SMITH CORE PLUS
-
Total 13F shares
-
29,722,102
-
Share change
-
+4,491,171
-
Total reported value
-
$756,725,151
-
Price per share
-
$25.46
-
Number of holders
-
23
-
Value change
-
+$114,329,440
-
Number of buys
-
19
-
Number of sells
-
7
Institutional Holders of ALPS ETF TR - SMITH CORE PLUS (SMTH) as of Q2 2024
As of 30 Jun 2024,
ALPS ETF TR - SMITH CORE PLUS (SMTH) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,722,102 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Stratos Investment Management, LLC, Principle Wealth Partners LLC, Annex Advisory Services, LLC, Hamilton Wealth, LLC, Advisory Resource Group, Lineweaver Wealth Advisors, LLC, Guardian Financial Partners, LLC, Integrated Wealth Concepts LLC, and Pensionmark Financial Group, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q2 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.