Alps Group Inc (ALPS) — Institutional Holders, Q2 2026

424 institutional investment managers reported a ALPS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← ALPS stock profile

ALPS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

139

Trimmed

133

Sold out

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICESAdded · +7,616,492 sh+$406.4M
Trilogy CapitalAdded · +2,241,175 sh+$119.6M
BANK OF AMERICAAdded · +1,609,659 sh+$85.9M
Annex Advisory ServicesAdded · +1,179,599 sh+$62.9M
NORTHERNAdded · +510,797 sh+$27.3M

Biggest sellers

Hamilton WealthTrimmed · -1,316,586 sh-$70.3M
MORGAN STANLEYTrimmed · -339,311 sh-$18.1M
Del-Sette Capital ManagementTrimmed · -169,768 sh-$9.1M
JANE STREET GROUPTrimmed · -151,291 sh-$8.1M
UBS Group AGTrimmed · -147,033 sh-$7.8M

ALPS 13F holders ranked 1–100 of 424

Institutional investors reporting a position in Alps Group Inc on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	WEALTH ENHANCEMENT ADVISORY SERVICES#1 · 49,757,758 sh	49,757,758	$1.3B	—	+18.1%
2	MORGAN STANLEY#2 · 6,239,251 sh	6,239,251	$328.5M	0.02%	-5.2%
3	BANK OF AMERICA#3 · 6,314,236 sh	6,314,236	$317.2M	0.02%	+34.2%
4	Annex Advisory Services#4 · 9,237,012 sh	9,237,012	$237.8M	—	+14.6%
5	RAYMOND JAMES FINANCIAL#5 · 3,218,083 sh	3,218,083	$161.3M	0.04%	-0.4%
6	AMERIPRISE FINANCIAL#6 · 2,903,472 sh	2,903,472	$140.8M	0.03%	-0.6%
7	SHUFRO ROSE#7 · 5,299,519 sh	5,299,519	$136.4M	7.83%	+3.8%
8	LPL Financial#8 · 2,231,539 sh	2,231,539	$114.6M	0.03%	+0.1%
9	WELLS FARGO & COMPANY#9 · 1,949,850 sh	1,949,850	$108.0M	0.02%	-0.1%
10	Trilogy Capital#10 · 4,184,387 sh	4,184,387	$107.7M	—	+115.3%
11	Cetera Investment Advisers#11 · 2,242,826 sh	2,242,826	$102.7M	0.09%	+0.6%
12	Stratos Investment Management#12 · 3,300,231 sh	3,300,231	$85.3M	3.08%	-4.3%
13	UBS Group AG#13 · 1,319,536 sh	1,319,536	$71.7M	<0.01%	-10.0%
14	Bank of New York Mellon#14 · 2,295,490 sh	2,295,490	$59.9M	<0.01%	+2.2%
15	ROYAL BANK OF CANADA#15 · 957,190 sh	957,190	$51.1M	<0.01%	+2.8%
16	Sanctuary Advisors#16 · 1,022,046 sh	1,022,046	$50.4M	0.23%	+1.7%
17	Lineweaver Wealth Advisors#17 · 1,579,639 sh	1,579,639	$40.7M	—	+7.8%
18	THRIVENT FINANCIAL FOR LUTHERANS#18 · 1,290,574 sh	1,290,574	$40.2M	0.07%	+24.4%
19	Avantax Planning Partners#19 · 929,340 sh	929,340	$38.3M	0.95%	-0.9%
20	LEVEL FOUR ADVISORY SERVICES#20 · 1,347,110 sh	1,347,110	$36.7M	1.04%	+0.8%
21	Hamilton Wealth#21 · 1,336,672 sh	1,336,672	$34.4M	6.30%	-49.6%
22	MGO ONE SEVEN#22 · 661,401 sh	661,401	$30.9M	0.51%	+20.1%
23	Meridian Wealth Management#23 · 970,130 sh	970,130	$26.9M	0.83%	+7.5%
24	COMMONWEALTH EQUITY SERVICES#24 · 494,019 sh	494,019	$26.8M	0.03%	+0.6%
25	NORTHERN#25 · 516,019 sh	516,019	$26.0M	<0.01%	+9781.6%
26	Del-Sette Capital Management#26 · 559,191 sh	559,191	$26.0M	—	-23.3%
27	Vise Technologies#27 · 800,449 sh	800,449	$20.9M	0.24%	+72.2%
28	Kestra Advisory Services#28 · 352,022 sh	352,022	$19.9M	0.06%	-2.0%
29	GOLDMAN SACHS GROUP#29 · 292,986 sh	292,986	$18.1M	<0.01%	+5.8%
30	Stonehearth Capital Management#30 · 377,783 sh	377,783	$18.0M	—	+2.7%
31	Focus Partners Advisor Solutions#31 · 417,685 sh	417,685	$17.6M	0.15%	-0.4%
32	ADAPT WEALTH ADVISORS#32 · 682,887 sh	682,887	$17.6M	5.75%	-5.4%
33	Traction Financial Partners#33 · 677,300 sh	677,300	$17.4M	9.26%	0.0%
34	Brady Martz Wealth Solutions#34 · 405,797 sh	405,797	$17.1M	2.59%	-0.4%
35	JONES FINANCIAL COMPANIES LLLP#35 · 364,611 sh	364,611	$16.9M	<0.01%	+12.2%
36	Principle Wealth Partners#36 · 642,470 sh	642,470	$16.5M	0.82%	-5.0%
37	STIFEL FINANCIAL#37 · 301,416 sh	301,416	$16.5M	0.01%	-22.6%
38	Equitable#38 · 282,650 sh	282,650	$16.2M	0.06%	+97.2%
39	OSAIC#39 · 290,873 sh	290,873	$14.7M	0.02%	+9.4%
40	NorthCrest Asset Manangement#40 · 557,618 sh	557,618	$14.3M	—	+5.2%
41	Guardian Financial Partners#41 · 529,672 sh	529,672	$13.6M	5.31%	+6.9%
42	Rockefeller Capital Management L.P.#42 · 215,304 sh	215,304	$12.9M	0.02%	-18.4%
43	Tenzing Financial#43 · 416,199 sh	416,199	$12.7M	8.73%	-0.3%
44	ENVESTNET ASSET MANAGEMENT#44 · 261,803 sh	261,803	$12.5M	<0.01%	0.0%
45	SENTINEL PENSION ADVISORS#45 · 481,227 sh	481,227	$12.3M	1.61%	+10.0%
46	Janney Montgomery Scott#46 · 189,670 sh	189,670	$11.3M	0.02%	-2.6%
47	World Investment Advisors#47 · 436,043 sh	436,043	$11.2M	0.19%	0.0%
48	Old Port Advisors#48 · 431,023 sh	431,023	$11.1M	—	+11.7%
49	Ethos Financial Group#49 · 424,943 sh	424,943	$10.9M	0.73%	+42.4%
50	Steward Partners Investment Advisory#50 · 215,937 sh	215,937	$10.8M	0.06%	+128.3%
51	MML INVESTORS SERVICES#51 · 196,350 sh	196,350	$10.4M	0.02%	+12.9%
52	Prasad Wealth Partners#52 · 384,016 sh	384,016	$10.0M	2.41%	-5.1%
53	Financial Services Advisory#53 · 210,010 sh	210,010	$10.0M	—	New
54	Sovereign Investment Advisors#54 · 373,742 sh	373,742	$9.6M	1.81%	0.0%
55	KESTRA PRIVATE WEALTH SERVICES#55 · 171,110 sh	171,110	$9.4M	0.10%	-27.5%
56	Kingsview Wealth Management#56 · 216,021 sh	216,021	$9.2M	0.11%	+1412.3%
57	ALPS ADVISORS#57 · 252,057 sh	252,057	$8.6M	0.04%	-16.3%
58	Private Advisor Group#58 · 159,832 sh	159,832	$8.5M	0.04%	+10.4%
59	Gallacher Capital Management#59 · 309,268 sh	309,268	$8.0M	4.46%	-18.5%
60	NIXON PEABODY#60 · 306,809 sh	306,809	$7.9M	—	+6.1%
61	WILEY BROS.-AINTREE CAPITAL#61 · 139,115 sh	139,115	$7.7M	0.03%	-8.6%
62	Summit Financial Wealth Advisors#62 · 143,438 sh	143,438	$7.3M	—	+5.2%
63	SBE DBA CEDAR COVE WEALTH PARTNERS#63 · 284,270 sh	284,270	$7.3M	—	+30.2%
64	SUSQUEHANNA INTERNATIONAL GROUP, LLP#64 · 160,855 sh	160,855	$7.1M	<0.01%	-4.8%
65	PERRYMAN FINANCIAL ADVISORY#65 · 138,804 sh	138,804	$7.0M	—	+2.9%
66	Cambridge Investment Research Advisors#66 · 128,340 sh	128,340	$6.8M	0.02%	+12.7%
67	Park Edge Advisors#67 · 139,840 sh	139,840	$6.8M	1.43%	+95.8%
68	Stratos Wealth Partners, LTD.#68 · 124,541 sh	124,541	$6.7M	0.07%	-2.2%
69	Mason & Associates#69 · 138,643 sh	138,643	$6.6M	1.06%	+0.5%
70	CITADEL ADVISORS#70 · 213,465 sh	213,465	$6.5M	<0.01%	+20.9%
71	Hamrick Investment Counsel#71 · 135,722 sh	135,722	$6.4M	4.28%	+14.0%
72	Capital Investment Counsel#72 · 94,096 sh	94,096	$6.4M	—	+1.4%
73	Spectrum Investment Advisors#73 · 246,241 sh	246,241	$6.3M	2.59%	+26.6%
74	American Alpha Advisors#74 · 149,954 sh	149,954	$6.2M	3.34%	+11.6%
75	NORTHWESTERN MUTUAL WEALTH MANAGEMENT#75 · 121,925 sh	121,925	$6.0M	<0.01%	-34.5%
76	Ameritas Advisory Services#76 · 96,857 sh	96,857	$5.6M	0.11%	+70.6%
77	Dynamic Advisor Solutions#77 · 81,574 sh	81,574	$5.4M	—	-0.5%
78	ForthRight Wealth Management#78 · 127,526 sh	127,526	$5.3M	1.34%	-6.4%
79	MTM FINANCIAL GROUP#79 · 75,612 sh	75,612	$5.1M	2.19%	-3.9%
80	CASTLE WEALTH MANAGEMENT#80 · 105,822 sh	105,822	$5.0M	1.49%	+0.9%
81	Riverbend Wealth Management#81 · 169,716 sh	169,716	$4.4M	—	-12.6%
82	NewEdge Advisors#82 · 72,466 sh	72,466	$4.3M	0.01%	+5.7%
83	Integrated Wealth Concepts#83 · 67,548 sh	67,548	$4.3M	0.02%	+31.1%
84	IFP Advisors#84 · 62,822 sh	62,822	$4.3M	—	+3.8%
85	Premier Path Wealth Partners#85 · 84,732 sh	84,732	$4.0M	—	+17.0%
86	THURSTON, SPRINGER, MILLER, HERD & TITAK#86 · 74,562 sh	74,562	$4.0M	—	-40.6%
87	BEAM WEALTH ADVISORS#87 · 82,292 sh	82,292	$3.9M	0.86%	-3.8%
88	SHEETS SMITH WEALTH MANAGEMENT#88 · 79,555 sh	79,555	$3.8M	—	-4.9%
89	CAHILL FINANCIAL ADVISORS#89 · 78,453 sh	78,453	$3.6M	0.34%	-3.1%
90	TRUIST FINANCIAL#90 · 77,780 sh	77,780	$3.6M	<0.01%	-10.2%
91	Apollon Wealth Management#91 · 77,610 sh	77,610	$3.4M	—	-4.9%
92	BARNES PETTEY FINANCIAL ADVISORS#92 · 71,173 sh	71,173	$3.4M	1.06%	+1.1%
93	AQR CAPITAL MANAGEMENT#93 · 59,971 sh	59,971	$3.2M	<0.01%	+5.6%
94	Fermata Advisors#94 · 105,826 sh	105,826	$3.1M	—	-2.5%
95	CONNORS INVESTOR SERVICES#95 · 48,137 sh	48,137	$3.1M	0.27%	+16.8%
96	Wealthspire Advisors#96 · 64,638 sh	64,638	$3.1M	0.02%	0.0%
97	JPMORGAN CHASE#97 · 87,017 sh	87,017	$3.1M	<0.01%	+32.1%
98	JPL Wealth Management#98 · 44,643 sh	44,643	$3.0M	0.60%	-2.4%
99	Advisory Services Network#99 · 62,205 sh	62,205	$3.0M	0.03%	-5.7%
100	Federation des caisses Desjardins du Quebec#100 · 55,397 sh	55,397	$3.0M	<0.01%	-0.3%

Funds that sold out of ALPS in Q2 2026 (33)

Held ALPS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ALPS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Independent Advisor Alliance135,667 sh	135,667	$6.3M
KICKSTAND VENTURES115,564 sh	115,564	$5.1M
Golden State Equity Partners55,062 sh	55,062	$2.6M
OLD MISSION CAPITAL38,369 sh	38,369	$1.6M
Strategic Financial Services24,869 sh	24,869	$1.3M
Boyer Financial Services39,699 sh	39,699	$1.0M
TFO-TDC15,528 sh	15,528	$679.2K
Compound Planning12,146 sh	12,146	$676.1K
CARY STREET PARTNERS FINANCIAL10,768 sh	10,768	$471.0K
WealthBridge Capital Management9,365 sh	9,365	$390.1K
Convergence Financial4,794 sh	4,794	$311.8K
PARK AVENUE SECURITIES6,843 sh	6,843	$299.0K
LeClair Wealth Partners5,183 sh	5,183	$288.6K
Navis Wealth Advisors6,189 sh	6,189	$257.8K
City Center Advisors3,901 sh	3,901	$253.7K
Astoria Portfolio Advisors4,344 sh	4,344	$247.7K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY4,344 sh	4,344	$234.2K
Hibernia Wealth Partners3,592 sh	3,592	$233.6K
PEOPLES BANK9,000 sh	9,000	$231.8K
Snowden Capital Advisors3,449 sh	3,449	$224.3K
NewEdge Wealth3,714 sh	3,714	$206.8K
Madrid Financial Services7,887 sh	7,887	$203.1K
MAI Capital Management4,656 sh	4,656	$182.5K
Kohmann Bosshard Financial Services2,912 sh	2,912	$174.6K
True Link Financial Advisors2,100 sh	2,100	$136.6K
Rossby Financial, LCC1,380 sh	1,380	$72.9K
Larson Financial Group642 sh	642	$41.8K
Clearstead Advisors976 sh	976	$25.1K
Wealth Science Advisors405 sh	405	$24.5K
Phillip James Consulting550 sh	550	$18.0K
SouthState Bank140 sh	140	$7.3K
Lloyd Advisory Services117 sh	117	$6.5K
Pacific Center for Financial Services23 sh	23	$1.2K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.