OEFA — Alps ETF Tr Institutional Holders · Q2 2026
Who owns Alps ETF Tr (OEFA)? 21 institutions reported holding $17.25M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bank of America Corp ($10.1M), LPL Financial LLC ($1.6M), Citadel Advisors LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $10.1M | 291,893 | Added |
| 2 | LPL Financial LLC | $1.6M | 47,189 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $1.5M | 43,851 | Added |
| 4 | ALPS ADVISORS INC | $1.2M | 34,380 | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.0M | 29,865 | Trimmed |
| 6 | STIFEL FINANCIAL CORP | $640,364 | 18,564 | Hold |
| 7 | HighTower Advisors, LLC | $303,866 | 8,809 | Hold |
| 8 | USA FINANCIAL FORMULAS | $278,305 | 8,068 | New |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $217,899 | 6,317 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $154,954 | 4,492 | Added |
| 11 | Royal Bank of Canada | $106,000 | 3,074 | Trimmed |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $62,535 | 1,813 | Added |
| 13 | MORGAN STANLEY | $17,247 | 500 | Hold |
| 14 | UBS Group AG | $14,212 | 412 | Added |
| 15 | OSAIC HOLDINGS, INC. | $13,796 | 400 | Hold |
| 16 | Institute for Wealth Management, LLC. | $9,659 | 280 | New |
| 17 | WELLS FARGO & COMPANY/MN | $2,396 | 69 | New |
| 18 | DHJJ Financial Advisors, Ltd. | $621 | 18 | Hold |
| 19 | MAI Capital Management | $0 | 0 | Exited |
| 20 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
| 21 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30