ENFR — Alps ETF Tr Institutional Holders · Q3 2026
Who owns Alps ETF Tr (ENFR)? 8 institutions reported holding $4.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($3.6M), Puff Wealth Management, LLC ($575,769), Venture Visionary Partners LLC ($471,584).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $3.6M | 94,200 | Trimmed |
| 2 | PUFF WEALTH MANAGEMENT, LLC | $575,769 | 15,710 | Added |
| 3 | Venture Visionary Partners LLC | $471,584 | 12,867 | New |
| 4 | CONGRESS ASSET MANAGEMENT CO | $92,527 | 92,527 | New |
| 5 | GK Wealth Management LLC | $19,805 | 540 | New |
| 6 | Farther Finance Advisors, LLC | $18,325 | 500 | New |
| 7 | CX Institutional | $11,000 | 310 | Added |
| 8 | GoalVest Advisory LLC | $8,430 | 230 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30