Alps Group Inc (ALPS) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ALPS 13F holders ranked 101–200 of 424
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Blue Line Capital, / IL#101 · 107,187 sh | 107,187 | $2.8M | 2.30% | +22.7% |
| 102 | Crestwood Advisors Group#102 · 107,036 sh | 107,036 | $2.8M | 0.04% | +17.4% |
| 103 | FIRST FOUNDATION ADVISORS#103 · 104,582 sh | 104,582 | $2.7M | 0.10% | -8.7% |
| 104 | Genesee Capital Advisors#104 · 64,520 sh | 64,520 | $2.7M | — | +0.4% |
| 105 | FLOW TRADERS U.S.#105 · 53,147 sh | 53,147 | $2.6M | 0.11% | +52.8% |
| 106 | Bernicke Wealth Management, Ltd.#106 · 51,101 sh | 51,101 | $2.6M | 0.30% | -0.2% |
| 107 | BROWN ADVISORY#107 · 51,550 sh | 51,550 | $2.6M | <0.01% | +16.4% |
| 108 | DAVENPORT#108 · 42,466 sh | 42,466 | $2.5M | — | -3.6% |
| 109 | Joseph P. Lucia & Associates#109 · 37,026 sh | 37,026 | $2.5M | 0.76% | -0.6% |
| 110 | O'SHAUGHNESSY ASSET MANAGEMENT#110 · 50,812 sh | 50,812 | $2.5M | 0.01% | +163.8% |
| 111 | Payne Capital#111 · 59,572 sh | 59,572 | $2.5M | 2.04% | +0.1% |
| 112 | MONEY CONCEPTS CAPITAL#112 · 35,174 sh | 35,174 | $2.4M | 0.11% | -1.3% |
| 113 | Secure Asset Management#113 · 49,849 sh | 49,849 | $2.4M | — | -44.4% |
| 114 | Mariner#114 · 40,013 sh | 40,013 | $2.3M | <0.01% | -38.6% |
| 115 | TMB Capital Partners#115 · 33,031 sh | 33,031 | $2.3M | — | -0.4% |
| 116 | Moran Wealth Management#116 · 34,030 sh | 34,030 | $2.2M | — | +16.0% |
| 117 | Clay Northam Wealth Management#117 · 46,268 sh | 46,268 | $2.2M | — | -1.6% |
| 118 | Haverford#118 · 44,255 sh | 44,255 | $2.1M | 0.02% | 0.0% |
| 119 | Gateway Wealth Partners#119 · 40,364 sh | 40,364 | $2.0M | 0.12% | -51.3% |
| 120 | Avant Capital#120 · 34,639 sh | 34,639 | $2.0M | 1.27% | -3.3% |
| 121 | FMR#121 · 34,444 sh | 34,444 | $2.0M | <0.01% | +13.0% |
| 122 | Virtu Financial#122 · 41,713 sh | 41,713 | $2.0M | 0.06% | +13.0% |
| 123 | HighTower Advisors#123 · 32,532 sh | 32,532 | $2.0M | <0.01% | -1.3% |
| 124 | Sherry Group#124 · 38,903 sh | 38,903 | $2.0M | — | +8.4% |
| 125 | Sage Capital Management#125 · 28,381 sh | 28,381 | $1.9M | — | -2.1% |
| 126 | GRIFFIN ASSET MANAGEMENT#126 · 28,699 sh | 28,699 | $1.9M | — | -6.5% |
| 127 | Beaumont Financial Advisors#127 · 31,654 sh | 31,654 | $1.8M | — | -1.7% |
| 128 | Baird Financial Group#128 · 33,235 sh | 33,235 | $1.8M | <0.01% | -0.1% |
| 129 | Arsenal Capital Advisors#129 · 69,082 sh | 69,082 | $1.8M | 1.05% | -12.7% |
| 130 | UNITED CAPITAL FINANCIAL ADVISORS#130 · 25,535 sh | 25,535 | $1.7M | <0.01% | -7.0% |
| 131 | Summit Financial#131 · 32,607 sh | 32,607 | $1.7M | 0.02% | +1.1% |
| 132 | Toroso Investments#132 · 66,900 sh | 66,900 | $1.7M | <0.01% | +9.9% |
| 133 | Prospera Financial Services#133 · 25,670 sh | 25,670 | $1.7M | 0.03% | +40.4% |
| 134 | Intrepid Financial Planning Group#134 · 31,513 sh | 31,513 | $1.7M | 0.57% | +13.8% |
| 135 | Caldwell#135 · 28,797 sh | 28,797 | $1.7M | 0.14% | -1.2% |
| 136 | Apollon Financial#136 · 28,640 sh | 28,640 | $1.7M | — | 0.0% |
| 137 | Sigma Planning#137 · 31,635 sh | 31,635 | $1.7M | — | +7.7% |
| 138 | BXM Wealth#138 · 30,340 sh | 30,340 | $1.7M | 0.90% | +38.9% |
| 139 | Concurrent Investment Advisors#139 · 39,138 sh | 39,138 | $1.6M | — | +28.1% |
| 140 | FIG FINANCIAL ADVISORY SERVICES#140 · 25,106 sh | 25,106 | $1.6M | — | New |
| 141 | SMITH, MOORE#141 · 29,442 sh | 29,442 | $1.5M | 0.10% | -5.1% |
| 142 | Sterling Investment Advisors, Ltd.#142 · 23,800 sh | 23,800 | $1.5M | 0.26% | +8.1% |
| 143 | FLAGSHIP HARBOR ADVISORS#143 · 26,332 sh | 26,332 | $1.5M | — | +4.5% |
| 144 | Strategic Financial Concepts#144 · 32,264 sh | 32,264 | $1.5M | 0.45% | -1.3% |
| 145 | HRT FINANCIAL#145 · 27,231 sh | 27,231 | $1.5M | <0.01% | New |
| 146 | 1900 WEALTH MANAGEMENT#146 · 28,152 sh | 28,152 | $1.4M | — | 0.0% |
| 147 | Beacon Financial Advisory#147 · 27,861 sh | 27,861 | $1.4M | — | -0.1% |
| 148 | SILVER OAK SECURITIES#148 · 20,680 sh | 20,680 | $1.3M | 0.08% | +3.1% |
| 149 | CreativeOne Wealth#149 · 26,426 sh | 26,426 | $1.3M | 0.03% | +4.3% |
| 150 | Sovereign Financial Group#150 · 22,087 sh | 22,087 | $1.3M | 0.20% | +0.5% |
| 151 | Cypress Wealth Services#151 · 18,849 sh | 18,849 | $1.3M | — | +0.6% |
| 152 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#152 · 24,010 sh | 24,010 | $1.2M | <0.01% | 0.0% |
| 153 | Capital Advisors, Ltd.#153 · 22,130 sh | 22,130 | $1.2M | 0.12% | -3.5% |
| 154 | HARBOUR INVESTMENTS#154 · 19,485 sh | 19,485 | $1.2M | 0.02% | +6.5% |
| 155 | Beacon Pointe Advisors#155 · 19,084 sh | 19,084 | $1.2M | <0.01% | +72.7% |
| 156 | FIFTH THIRD BANCORP#156 · 23,943 sh | 23,943 | $1.2M | <0.01% | +0.9% |
| 157 | Gladstone Institutional Advisory#157 · 24,351 sh | 24,351 | $1.2M | 0.04% | +2.8% |
| 158 | THOROUGHBRED FINANCIAL SERVICES#158 · 24,295 sh | 24,295 | $1.2M | 0.06% | -41.8% |
| 159 | Fiduciary Planning#159 · 24,046 sh | 24,046 | $1.1M | — | -3.7% |
| 160 | NTV ASSET MANAGEMENT#160 · 17,083 sh | 17,083 | $1.1M | — | -6.7% |
| 161 | WEDBUSH SECURITIES#161 · 20,922 sh | 20,922 | $1.1M | — | +3.1% |
| 162 | Tempo Wealth#162 · 18,682 sh | 18,682 | $1.1M | — | -1.5% |
| 163 | Creative Planning#163 · 16,899 sh | 16,899 | $1.1M | <0.01% | +4.7% |
| 164 | Maltin Wealth Management#164 · 20,842 sh | 20,842 | $1.1M | — | +0.1% |
| 165 | TOCQUEVILLE ASSET MANAGEMENT L.P.#165 · 24,470 sh | 24,470 | $1.0M | 0.01% | +5.7% |
| 166 | J.W. COLE ADVISORS#166 · 15,575 sh | 15,575 | $990.6K | 0.02% | +0.9% |
| 167 | Mutual Advisors#167 · 19,221 sh | 19,221 | $965.2K | 0.02% | -11.2% |
| 168 | Capstone Wealth Management Group#168 · 14,355 sh | 14,355 | $934.5K | — | — |
| 169 | Acorn Wealth Advisors#169 · 19,253 sh | 19,253 | $914.9K | — | -0.8% |
| 170 | PUREfi Wealth#170 · 18,112 sh | 18,112 | $913.7K | — | +2.4% |
| 171 | GTS SECURITIES#171 · 18,891 sh | 18,891 | $909.6K | 0.02% | -76.6% |
| 172 | BOK Financial Private Wealth#172 · 14,200 sh | 14,200 | $901.0K | 0.05% | 0.0% |
| 173 | CITIGROUP#173 · 15,770 sh | 15,770 | $867.1K | <0.01% | +199.4% |
| 174 | Madden Advisory Services#174 · 12,706 sh | 12,706 | $866.9K | 0.31% | -1.7% |
| 175 | Legacy Capital Wealth Partners#175 · 33,627 sh | 33,627 | $865.6K | — | 0.0% |
| 176 | USA FINANCIAL FORMULAS#176 · 15,460 sh | 15,460 | $837.4K | 0.15% | — |
| 177 | OPPENHEIMER#177 · 13,053 sh | 13,053 | $807.8K | — | +8.9% |
| 178 | Wealth Enhancement Services#178 · 31,194 sh | 31,194 | $802.9K | — | +2.1% |
| 179 | BKM Wealth Management#179 · 11,455 sh | 11,455 | $781.5K | — | -5.2% |
| 180 | Keystone Financial Group#180 · 11,632 sh | 11,632 | $779.2K | 0.05% | 0.0% |
| 181 | Integras Partners#181 · 28,913 sh | 28,913 | $744.2K | 0.41% | New |
| 182 | G&S Capital#182 · 28,910 sh | 28,910 | $744.1K | — | -25.5% |
| 183 | AE Wealth Management#183 · 14,254 sh | 14,254 | $726.4K | <0.01% | -0.7% |
| 184 | Mount Yale Investment Advisors#184 · 11,225 sh | 11,225 | $725.7K | 0.01% | +25.9% |
| 185 | VestGen Advisors#185 · 15,234 sh | 15,234 | $723.9K | 0.02% | -2.6% |
| 186 | Gotham Asset Management#186 · 13,631 sh | 13,631 | $687.7K | <0.01% | +0.9% |
| 187 | JANE STREET GROUP#187 · 15,685 sh | 15,685 | $684.7K | <0.01% | -90.6% |
| 188 | PRIVATE CLIENT SERVICES#188 · 13,391 sh | 13,391 | $675.6K | — | +23.8% |
| 189 | MSH Capital Advisors#189 · 10,117 sh | 10,117 | $664.7K | 0.12% | New |
| 190 | Triumph Capital Management#190 · 23,165 sh | 23,165 | $657.3K | — | -38.2% |
| 191 | DELTA CAPITAL MANAGEMENT#191 · 11,400 sh | 11,400 | $634.0K | — | 0.0% |
| 192 | Focus Partners Wealth#192 · 9,326 sh | 9,326 | $625.8K | <0.01% | +7.3% |
| 193 | HORAN Wealth#193 · 13,045 sh | 13,045 | $619.9K | 0.05% | -4.1% |
| 194 | Coastal Bridge Advisors#194 · 24,048 sh | 24,048 | $619.0K | 0.04% | +0.2% |
| 195 | SRS Capital Advisors#195 · 21,619 sh | 21,619 | $613.1K | <0.01% | +4.1% |
| 196 | Savvy Advisors#196 · 11,047 sh | 11,047 | $612.0K | 0.01% | +42.5% |
| 197 | Diligent Investors#197 · 11,060 sh | 11,060 | $588.1K | — | -5.9% |
| 198 | SWEENEY & MICHEL#198 · 8,089 sh | 8,089 | $584.5K | — | +0.9% |
| 199 | Signal Advisors Wealth#199 · 22,444 sh | 22,444 | $577.7K | — | -60.4% |
| 200 | Vestmark Advisory Solutions#200 · 8,898 sh | 8,898 | $575.3K | <0.01% | +0.6% |
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.