Alps Group Inc (ALPS) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 424
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | FULTON BANK, N.A.#201 · 13,833 sh | 13,833 | $569.6K | — | 0.0% |
| 202 | D.A. DAVIDSON#202 · 8,282 sh | 8,282 | $565.0K | <0.01% | +1.2% |
| 203 | Arkadios Wealth Advisors#203 · 8,272 sh | 8,272 | $564.3K | <0.01% | 0.0% |
| 204 | Wealthcare Capital Partners#204 · 8,272 sh | 8,272 | $564.3K | — | 0.0% |
| 205 | Advisors Preferred#205 · 13,598 sh | 13,598 | $564.0K | 0.09% | New |
| 206 | National Wealth Management Group#206 · 11,565 sh | 11,565 | $549.6K | — | -1.9% |
| 207 | Range Advisory#207 · 8,464 sh | 8,464 | $547.2K | 0.07% | +0.8% |
| 208 | Phoenix Wealth Advisors#208 · 8,390 sh | 8,390 | $542.4K | 0.18% | -0.5% |
| 209 | Heritage Wealth Management#209 · 12,251 sh | 12,251 | $539.4K | 0.13% | 0.0% |
| 210 | GUIDANCE CAPITAL#210 · 10,444 sh | 10,444 | $535.0K | 0.11% | +65.3% |
| 211 | Allied Private Wealth#211 · 7,991 sh | 7,991 | $533.9K | 0.34% | — |
| 212 | Tower Research Capital (TRC)#212 · 9,705 sh | 9,705 | $528.1K | 0.01% | +44.9% |
| 213 | Savant Capital#213 · 8,035 sh | 8,035 | $526.8K | <0.01% | New |
| 214 | Grandview Asset Management#214 · 9,197 sh | 9,197 | $525.3K | — | -14.9% |
| 215 | Royal Palms Capital#215 · 10,830 sh | 10,830 | $514.6K | — | +16.7% |
| 216 | Parvin Asset Management#216 · 7,521 sh | 7,521 | $513.1K | 0.40% | 0.0% |
| 217 | Farther Finance Advisors#217 · 8,572 sh | 8,572 | $506.7K | — | +23.4% |
| 218 | Tradition Wealth Management#218 · 7,363 sh | 7,363 | $502.3K | 0.03% | -3.2% |
| 219 | Jaffetilchin Investment Partners#219 · 7,690 sh | 7,690 | $497.2K | 0.03% | +18.5% |
| 220 | NATIONS FINANCIAL GROUP , /IA#220 · 7,262 sh | 7,262 | $495.4K | 0.02% | +0.2% |
| 221 | CATHY PARETO & ASSOCIATES#221 · 7,214 sh | 7,214 | $492.2K | — | +8.6% |
| 222 | KERR FINANCIAL PLANNING#222 · 8,420 sh | 8,420 | $491.1K | 0.55% | +0.1% |
| 223 | Sowell Financial Services#223 · 9,728 sh | 9,728 | $490.8K | — | +18.9% |
| 224 | McGuire Investment Group#224 · 7,550 sh | 7,550 | $488.1K | — | -14.2% |
| 225 | CARLSON FINANCIAL#225 · 7,448 sh | 7,448 | $481.7K | 0.25% | 0.0% |
| 226 | Friday Financial#226 · 11,444 sh | 11,444 | $476.1K | — | 0.0% |
| 227 | GILL CAPITAL PARTNERS#227 · 6,868 sh | 6,868 | $468.5K | — | +74.7% |
| 228 | Madison Wealth Partners#228 · 7,972 sh | 7,972 | $465.0K | 0.06% | -9.5% |
| 229 | Focus Financial Network#229 · 7,951 sh | 7,951 | $463.8K | — | +0.4% |
| 230 | Cambridge Advisors#230 · 9,737 sh | 9,737 | $462.7K | — | 0.0% |
| 231 | Pinnacle Bancorp#231 · 6,700 sh | 6,700 | $457.1K | — | 0.0% |
| 232 | PFG Investments#232 · 6,665 sh | 6,665 | $454.7K | 0.02% | -3.6% |
| 233 | Elmwood Wealth Management#233 · 7,236 sh | 7,236 | $422.1K | — | 0.0% |
| 234 | Nova Wealth Management#234 · 8,780 sh | 8,780 | $417.2K | 0.23% | -13.2% |
| 235 | Quantinno Capital Management#235 · 16,142 sh | 16,142 | $415.5K | <0.01% | +101.3% |
| 236 | INDEPENDENT FINANCIAL GROUP#236 · 6,190 sh | 6,190 | $400.2K | — | -34.4% |
| 237 | Ellsworth Advisors#237 · 8,270 sh | 8,270 | $394.3K | — | +2.4% |
| 238 | XTX Topco Ltd#238 · 6,703 sh | 6,703 | $391.0K | <0.01% | New |
| 239 | Burns Matteson Capital Management#239 · 6,662 sh | 6,662 | $388.6K | — | -0.8% |
| 240 | TWO SIGMA INVESTMENTS#240 · 6,000 sh | 6,000 | $387.9K | <0.01% | -93.0% |
| 241 | Diversify Advisory Services#241 · 5,349 sh | 5,349 | $386.2K | — | New |
| 242 | DIVERSIFY WEALTH MANAGEMENT#242 · 5,349 sh | 5,349 | $386.2K | — | 0.0% |
| 243 | Allworth Financial#243 · 5,687 sh | 5,687 | $385.1K | <0.01% | -9.1% |
| 244 | MERCER GLOBAL ADVISORS#244 · 6,576 sh | 6,576 | $383.6K | <0.01% | +0.2% |
| 245 | 10Elms LLP#245 · 7,860 sh | 7,860 | $378.5K | 0.16% | +1.2% |
| 246 | Pine Valley Investments Ltd Liability#246 · 6,287 sh | 6,287 | $366.7K | 0.01% | +0.4% |
| 247 | TCFG Investment Advisors#247 · 5,333 sh | 5,333 | $363.8K | — | 0.0% |
| 248 | Regal Investment Advisors#248 · 8,795 sh | 8,795 | $362.2K | 0.02% | -36.0% |
| 249 | Wealthcare Advisory Partners#249 · 5,308 sh | 5,308 | $362.1K | — | +5.1% |
| 250 | PRIVATE NA#250 · 5,408 sh | 5,408 | $356.7K | — | 0.0% |
| 251 | Commonwealth Financial Services#251 · 5,170 sh | 5,170 | $352.7K | — | 0.0% |
| 252 | CAPTRUST FINANCIAL ADVISORS#252 · 5,152 sh | 5,152 | $351.5K | <0.01% | 0.0% |
| 253 | Waverly Advisors#253 · 5,049 sh | 5,049 | $344.4K | <0.01% | +1.8% |
| 254 | BlackDiamond Wealth Management#254 · 5,082 sh | 5,082 | $341.1K | 0.14% | New |
| 255 | ACCREDITED INVESTOR SERVICES#255 · 7,157 sh | 7,157 | $340.1K | — | 0.0% |
| 256 | Sunrise Financial Services#256 · 7,157 sh | 7,157 | $340.1K | — | +14.5% |
| 257 | BostonPremier Wealth#257 · 6,561 sh | 6,561 | $331.0K | — | -0.8% |
| 258 | Lido Advisors#258 · 4,828 sh | 4,828 | $329.4K | <0.01% | 0.0% |
| 259 | Corient Private Wealth#259 · 6,525 sh | 6,525 | $329.2K | <0.01% | 0.0% |
| 260 | Tribridge Partners Financial#260 · 12,791 sh | 12,791 | $324.4K | 0.13% | 0.0% |
| 261 | Symphony Financial Services#261 · 5,537 sh | 5,537 | $323.0K | 0.15% | -2.6% |
| 262 | Dana Investment Advisors#262 · 4,712 sh | 4,712 | $321.5K | <0.01% | 0.0% |
| 263 | First Heartland Consultants#263 · 4,655 sh | 4,655 | $317.6K | — | 0.0% |
| 264 | OneAscent Wealth Management#264 · 6,681 sh | 6,681 | $317.5K | 0.09% | -16.9% |
| 265 | Kachkovsky & Fisher#265 · 4,619 sh | 4,619 | $315.1K | — | — |
| 266 | Rossmore Private Capital#266 · 6,486 sh | 6,486 | $312.3K | 0.03% | -14.0% |
| 267 | NATIONAL BANK OF CANADA#267 · 6,009 sh | 6,009 | $302.4K | <0.01% | -22.6% |
| 268 | Blue Water Asset Management#268 · 5,183 sh | 5,183 | $302.3K | 0.10% | 0.0% |
| 269 | NBC SECURITIES#269 · 5,393 sh | 5,393 | $296.8K | — | -11.9% |
| 270 | Sincerus Advisory#270 · 6,122 sh | 6,122 | $294.8K | — | -15.1% |
| 271 | RITHOLTZ WEALTH MANAGEMENT#271 · 5,814 sh | 5,814 | $293.3K | <0.01% | 0.0% |
| 272 | Hudock#272 · 4,285 sh | 4,285 | $292.4K | — | 0.0% |
| 273 | Blue Chip Partners#273 · 6,094 sh | 6,094 | $289.6K | 0.02% | +0.3% |
| 274 | Tyche Wealth Partners#274 · 4,225 sh | 4,225 | $288.2K | 0.04% | 0.0% |
| 275 | Retirement Planning of New England#275 · 4,438 sh | 4,438 | $286.9K | — | -2.7% |
| 276 | Nelson, Van Denburg & Campbell Wealth Management Group#276 · 6,960 sh | 6,960 | $286.6K | — | 0.0% |
| 277 | HIGHLAND CAPITAL MANAGEMENT#277 · 4,780 sh | 4,780 | $278.8K | — | -9.5% |
| 278 | CENTRAL VALLEY ADVISORS#278 · 4,062 sh | 4,062 | $277.1K | 0.07% | -11.6% |
| 279 | MKT Advisors#279 · 3,925 sh | 3,925 | $274.8K | — | 0.0% |
| 280 | Next Level Private#280 · 4,641 sh | 4,641 | $270.7K | — | 0.0% |
| 281 | Western Wealth Management#281 · 5,560 sh | 5,560 | $267.7K | <0.01% | -48.9% |
| 282 | Ausdal Financial Partners#282 · 5,608 sh | 5,608 | $266.5K | 0.01% | -8.4% |
| 283 | JMG Financial Group, Ltd.#283 · 5,579 sh | 5,579 | $265.1K | <0.01% | New |
| 284 | Fulcrum Equity Management#284 · 4,074 sh | 4,074 | $263.4K | — | New |
| 285 | THOMPSON INVESTMENT MANAGEMENT#285 · 3,829 sh | 3,829 | $261.2K | — | 0.0% |
| 286 | Kovack Advisors#286 · 3,753 sh | 3,753 | $257.2K | 0.01% | -4.3% |
| 287 | APPLETON PARTNERS#287 · 10,000 sh | 10,000 | $257.0K | 0.02% | New |
| 288 | MISSION WEALTH MANAGEMENT#288 · 5,393 sh | 5,393 | $256.3K | — | New |
| 289 | Aspen Grove Capital#289 · 3,750 sh | 3,750 | $255.8K | 0.04% | 0.0% |
| 290 | EVERPAR ADVISORS#290 · 5,363 sh | 5,363 | $254.8K | 0.07% | -42.6% |
| 291 | Connecticut Wealth Management#291 · 3,650 sh | 3,650 | $249.0K | — | 0.0% |
| 292 | Signature Equity Partners#292 · 5,152 sh | 5,152 | $248.8K | 0.11% | -4.7% |
| 293 | LYELL WEALTH MANAGEMENT#293 · 3,630 sh | 3,630 | $247.6K | 0.02% | New |
| 294 | Hobbs Group Advisors#294 · 4,170 sh | 4,170 | $243.2K | 0.06% | +0.3% |
| 295 | StoneX Group#295 · 4,063 sh | 4,063 | $238.2K | <0.01% | New |
| 296 | US BANCORP \DE\#296 · 4,370 sh | 4,370 | $237.5K | <0.01% | 0.0% |
| 297 | BlackRock#297 · 7,364 sh | 7,364 | $236.4K | 0.00% | +1665.9% |
| 298 | Aptus Capital Advisors#298 · 4,846 sh | 4,846 | $236.0K | <0.01% | -5.9% |
| 299 | Nemes Rush Group#299 · 4,035 sh | 4,035 | $235.4K | 0.02% | 0.0% |
| 300 | Ally Invest Advisors#300 · 3,581 sh | 3,581 | $231.5K | 0.01% | -15.2% |
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.