Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SMITH CORE PLUS
-
Total 13F shares
-
59,590,121
-
Share change
-
+10,593,625
-
Total reported value
-
$1,542,477,680
-
Price per share
-
$25.88
-
Number of holders
-
58
-
Value change
-
+$274,462,960
-
Number of buys
-
47
-
Number of sells
-
13
Institutional Holders of ALPS ETF TR - SMITH CORE PLUS (SMTH) as of Q1 2025
As of 31 Mar 2025,
ALPS ETF TR - SMITH CORE PLUS (SMTH) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
59,590,121 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SHUFRO ROSE & CO LLC, Annex Advisory Services, LLC, Stratos Investment Management, LLC, Bank of New York Mellon Corp, Hamilton Wealth, LLC, Lineweaver Wealth Advisors, LLC, Principle Wealth Partners LLC, Traction Financial Partners, LLC, and ADAPT WEALTH ADVISORS, LLC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q1 2025 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.