Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / INTL SEC DV DOG
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
4.63M
-
Shares change
-
+102K
-
Total reported value, excl. options
-
$138M
-
Value change
-
+$3.27M
-
Number of buys
-
23
-
Number of sells
-
-15
-
Price
-
$29.87
Significant Holders of ALPS ETF TR - INTL SEC DV DOG (IDOG) as of Q4 2023
48 filings reported holding IDOG - ALPS ETF TR - INTL SEC DV DOG as of Q4 2023.
ALPS ETF TR - INTL SEC DV DOG (IDOG) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.63M shares
.
Largest 10 shareholders include Avantax Planning Partners, Inc. (927K shares), BANK OF AMERICA CORP /DE/ (704K shares), MORGAN STANLEY (686K shares), Del-Sette Capital Management, LLC (628K shares), AVANTAX ADVISORY SERVICES, INC. (481K shares), Stratos Wealth Advisors, LLC (273K shares), UBS Group AG (241K shares), WELLS FARGO & COMPANY/MN (214K shares), COMMONWEALTH EQUITY SERVICES, LLC (192K shares), and ForthRight Wealth Management, LLC (132K shares).
This table shows the top 43 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.