Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SMITH CORE PLUS
-
Total 13F shares
-
63,824,500
-
Share change
-
+8,089,465
-
Total reported value
-
$1,665,023,708
-
Price per share
-
$26.07
-
Number of holders
-
14
-
Value change
-
+$211,017,455
-
Number of buys
-
9
-
Number of sells
-
5
Institutional Holders of ALPS ETF TR - SMITH CORE PLUS (SMTH) as of Q4 2025
As of 31 Dec 2025,
ALPS ETF TR - SMITH CORE PLUS (SMTH) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,824,500 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Stratos Investment Management, LLC, Trilogy Capital Inc., Lineweaver Wealth Advisors, LLC, NorthCrest Asset Manangement, LLC, Guardian Financial Partners, LLC, SENTINEL PENSION ADVISORS, LLC, Old Port Advisors, Ethos Financial Group, LLC, and Fermata Advisors, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 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.