ALPS SERIES TRUST

ALPS SERIES TRUST (CIK 1558107) is an SEC-registered fund company with 12 reporting fund series and $2.5B in net assets as of 2026-03-31.

Registrant

Fund series (12)

SeriesNet assets
Brigade High Income Fund$1.0B
Clarkston Partners Fund$313.0M
Beacon Planned Return Strategy Fund$306.6M
Polen DDJ Opportunistic High Yield Fund$288.5M
Clarkston Founders Fund$163.9M
Carret Kansas Tax-Exempt Bond Fund$131.2M
Clarkston Fund$98.0M
Hillman Value Fund$83.0M
Beacon Accelerated Return Strategy Fund$61.0M
Seven Canyons World Innovators Fund$36.1M
Fundsmith Equity ETF$13.7M
Seven Canyons Strategic Global Fund$11.7M

Largest reported holdings (across all series)

HoldingValue
State Street Institutional Us Government Money Market Fund$38.3M
Akumin Inc$13.1M
Cco Hldgs Llc/cap Corp$8.6M
Pluto Acquisition I Inc$8.5M
Grubhub Holdings Inc$8.5M
Envision Healthcare Corporation$8.1M
Avaya Inc.$7.6M
Genesis Energy Lp/fin$7.1M
Rain Carbon Inc$7.0M
Icahn Enterprises/fin$6.9M
Rvr Dealership Holdings$6.8M
Innophos Holdings Inc$6.5M
Diversified Healthcare T$6.5M
Transdigm Inc$6.4M
Baffinland Iron Corp/lp$6.3M

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