SDOG institutional holders

ALPS Sector Dividend Dogs ETF · 176 reporting institutions · $452.1M reported value

Funds that can replace SDOG · SDOG return decomposition

Institutional holdings

Institutions reporting SDOG, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$113.9M02026-06-30
Morgan Stanley$71.3M23,1852026-06-30
Wells Fargo & Company/mn$42.3M02026-06-30
Raymond James Financial Inc$22.1M02026-06-30
Lpl Financial LLC$20.6M23,4582026-06-30
UBS Group AG$18.5M02026-06-30
Commonwealth Equity Services, LLC$12.9M2,8632026-06-30
Royal Bank of Canada$10.7M02026-06-30
Goldman Sachs Group Inc$9.5M02026-06-30
Happiness In Retirement$7.4M52026-06-30
Capital Investment Counsel, LLC$6.4M52026-06-30
Dynamic$5M752026-06-30
Mtm Financial Group, LLC$4.8M82026-06-30
Stifel Financial Corp$4.4M02026-06-30
Ameriprise Financial Inc$4.3M02026-06-30
Ifp Advisors, Inc$4.2M3182026-06-30
Rockefeller Capital Management LP$3.5M3462026-06-30
Integrated Wealth Concepts LLC$3.4M4802026-06-30
Sanctuary Advisors, LLC$3.3M4012026-06-30
Meridian Wealth Management, LLC$3.2M582026-06-30
Cetera Investment Advisers$3.1M10,3702026-06-30
Jpl Wealth Management, LLC$3M22026-06-30
Jones Financial Companies LLLP$3M02026-06-30
Osaic Holdings, Inc.$2.8M02026-06-30
Aqr Capital Management LLC$2.6M12026-06-30
Joseph P. Lucia & Associates, LLC$2.5M32026-06-30
Money Concepts Capital Corp$2.4M3892026-06-30
Tmb Capital Partners, LLC$2.3M42026-06-30
Kestra Advisory Services, LLC$2.1M1,4792026-06-30
Sage Capital Management, LLC$1.9M32026-06-30
United Capital Financial Advisors, LLC$1.7M1662026-06-30
Federation Des Caisses Desjardins Du Quebec$1.7M02026-06-30
Steward Partners Investment Advisory, LLC$1.7M4812026-06-30
&partners$1.6M5552026-06-30
Mariner, LLC$1.6M02026-06-30
MML Investors Services, LLC$1.6M5,1202026-06-30
Summit Financial, LLC$1.4M2292026-06-30
Cypress Wealth Services, LLC$1.3M142026-06-30
Apollon Wealth Management, LLC$1.3M1512026-06-30
Susquehanna International Group, LLP$1.2M02026-06-30
Citadel Advisors LLC$1.2M02026-06-30
Prospera Financial Services, Inc.$1.1M2702026-06-30
Hightower Advisors, LLC$1.1M1,0462026-06-30
Baird Financial Group, Inc.$1.1M02026-06-30
Summit Financial Wealth Advisors, LLC$1M172026-06-30
Concurrent Investment Advisors, LLC$1M3492026-06-30
Fmr LLC$976.2K02026-06-30
Wealth Enhancement Advisory Services, LLC$942.7K1,0262026-06-30
Cahill Financial Advisors, Inc.$877K122026-06-30
Madden Advisory Services, Inc.$866.9K22026-06-30
Newedge Advisors$861K6012026-06-30
Bkm Wealth Management, LLC$781.5K62026-06-30
Harbour Investments, Inc.$746.2K2472026-06-30
Capstone Wealth Management Group, Inc.$670.3K52026-06-30
Creative Planning$662.8K1,1712026-06-30
Capstone Wealth Management Group LLC$639K02026-03-31
Envestnet Pmc$628.5K602026-06-30
Focus Partners Wealth$625.8K1,0482026-06-30
Sweeney & Michel, LLC$584.5K32026-06-30
Fifth Third Bancorp$568.4K02026-06-30
J.W. Cole Advisors, Inc.$566.4K4992026-06-30
D.A. Davidson & Co.$565K6892026-06-30
Arkadios Wealth Advisors$564.3K2262026-06-30
Wealthcare Capital Partners, LLC$564.3K82026-06-30
Strategic Financial Concepts, LLC$558.1K402026-06-30
Private Advisor Group, LLC$522.5K9272026-06-30
Keystone Financial Group$520.6K342026-06-30
Parvin Asset Management, LLC$513.1K42026-06-30
Truist Financial Corp$503.3K02026-06-30
Tradition Wealth Management, LLC$502.3K232026-06-30
Nations Financial Group Inc, /ia/ /adv$495.4K02026-06-30
Cathy Pareto & Associates, Inc$492.2K52026-06-30
Kestra Private Wealth Services, LLC$483.7K2062026-06-30
Pinnacle Bancorp, Inc.$457.1K02026-06-30
Pfg Investments, LLC$454.7K02026-06-30
Northwestern Mutual Wealth Management Co$428.5K02026-06-30
Comerica Bank$422K02025-12-31
Allied Private Wealth LLC$414K32026-06-30
Diversify Advisory Services, LLC$386.2K1162026-06-30
Diversify Wealth Management, LLC$386.2K782026-06-30
Allworth Financial, LP$382.1K3172026-06-30
Tcfg Investment Advisors, LLC$363.8K312026-06-30
Wealthcare Advisory Partners LLC$362.1K1702026-06-30
Beacon Pointe Advisors, LLC$359.6K4662026-06-30
Commonwealth Financial Services, LLC$352.7K152026-06-30
Captrust Financial Advisors$351.5K9622026-06-30
Tcfg Wealth Management, LLC$346.8K02026-03-31
Waverly Advisors, LLC$344.4K2312026-06-30
Lido Advisors, LLC$329.4K3202026-06-30
Dana Investment Advisors, Inc.$321.5K262026-06-30
Oppenheimer & Co. Inc.$320K1,1662026-06-30
First Heartland Consultants, Inc.$317.6K992026-06-30
Hudock, Inc.$292.4K92026-06-30
Astra Wealth Management Group$288.2K142026-06-30
Private Trust Co NA$284.1K02026-06-30
The Salvetti Group$277.1K62026-06-30
Mkt Advisors LLC$274.8K42026-06-30
Thompson Investment Management, Inc.$261.2K62026-06-30
Kovack Advisors, Inc.$257.2K2582026-06-30
Aspen Grove Capital, LLC$255.8K82026-06-30
Connecticut Wealth Management, LLC$249K502026-06-30
Lyell Wealth Management LP$247.6K02026-06-30
Advisory Services Network$238.1K2532026-06-30
Gill Capital Partners$234.3K102026-06-30
CIBC Private Wealth Group LLC$227.4K02025-12-31
Captrust Wealth Advisors$225.3K202026-06-30
Simmons Bank$223.7K02026-06-30
Vise Technologies, Inc.$219.7K02026-06-30
Smith, Moore & Co.$217.1K452026-06-30
Integrity Alliance, Llc.$214.8K3532026-06-30
Kingsview Wealth Management, LLC$212.4K1152026-06-30
CIBC Bancorp USA Inc.$212.1K02026-06-30
Savvy Advisors, Inc.$210K2142026-06-30
Ballast Rock Private Wealth LLC$208.5K102026-06-30
Sigma Planning Corp$205.6K4742026-06-30
Msh Capital Advisors LLC$203.1K202026-06-30
Tennessee Valley Asset Management Partners$203K252026-06-30
Level Four Advisory Services$202.6K1412026-06-30
Irc Wealth$185.1K72026-06-30
Geneos Wealth Management, Inc.$182.1K1932026-06-30
Lanark Financial, Inc.$137.2K692026-06-30
Citigroup Inc$133.8K02026-06-30
Farther Finance Advisors, LLC$123K3342026-06-30
Rothschild Investment LLC$119.4K182026-06-30
Jpmorgan Chase & Co$109.7K02026-06-30
Ep Wealth Advisors, LLC$106.5K3382026-06-30
Ifg Advisory, LLC$100K1102026-06-30
Cullen/frost Bankers, Inc.$81.7K02026-06-30
Institute for Wealth Management, Llc.$78K132026-06-30
Corecap Advisors, LLC$76.5K1182026-06-30
Tower Research Capital LLC (trc)$76.2K02026-06-30
Key Financial, Inc.$74.9K82026-06-30
Signaturefd, LLC$68.2K492026-06-30
Vanguard Advisers Inc$63.9K2,4692026-06-30
Org Partners LLC$45.4K02025-12-31
US Bancorp$41.7K02026-06-30
Ashton Thomas Private Wealth, LLC$40.9K962026-06-30
Soa Wealth Advisors, Llc.$37.9K102026-06-30
Arax Advisory Partners$37.7K2322026-06-30
Russell Investments Group, Ltd.$36.4K02026-06-30
TD Waterhouse Canada Inc.$34.6K02026-06-30
Bank of Montreal /can$34.1K02026-06-30
Parallel Advisors, LLC$34.1K752026-06-30
National Bank of Canada /fi$30.4K02026-06-30
Compass Financial Management LLC$27.6K462026-06-30
Cwm, LLC$22.8K6672026-03-31
Trust Co$21K02026-06-30
Triumph Capital Management$14.9K142026-06-30
Pittenger & Anderson Inc$13.6K142026-06-30
One8zero8, LLC$13.3K52026-06-30
Cassaday & Co Wealth Management LLC$11.7K472026-06-30
O'Shaughnessy Asset Management, LLC$10.9K582026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$10.2K02026-06-30
Golden State Wealth Management, LLC$10.2K472026-06-30
Assetmark, Inc$8.9K2202026-06-30
Stephens Consulting, LLC$8.5K02025-12-31
Global Retirement Partners LLC$8K4912026-06-30
Pinnacle Wealth Planning Services, Inc.$6.8K202026-06-30
Register Financial Advisors LLC$6.8K02026-06-30
Aptus Capital Advisors, LLC$6.8K212026-06-30
Janney Montgomery Scott LLC$6.8K1,3422026-06-30
Lifesteps Financial$6.5K72026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$5.7K02026-06-30
Qube Research & Technologies Ltd$4.5K02026-06-30
Ae Wealth Management LLC$3.2K4712026-06-30
Cambridge Investment Research Advisors, Inc.$1.4K3,9402026-03-31
Truvestments Capital LLC$1.2K162026-06-30
Costello Asset Management, Inc.$75022026-06-30
Dhjj Financial Advisors, Ltd.$72572026-06-30
Thrivent Financial for Lutherans$55602026-06-30
Flow Traders U.S. LLC$42102026-06-30
Delta Capital Management LLC$22502026-06-30
Bogart Wealth, LLC$136242026-06-30
Blackrock, Inc.$6802026-06-30
Avion Wealth$6122026-06-30
Winthrop Capital Management, LLC$242026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30