# ALPS ETF TR EQUAL SEC ETF

ALPS ETF TR EQUAL SEC ETF is a security (CUSIP 00162Q205) tracked across SEC portfolio filings. 68 institutional managers reported $267.9M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ALPS ETF TR
- Class: EQUAL SEC ETF
- CUSIP: 00162Q205
- 13F holders: 68
- 13F value: $267.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 68 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $79.5M | 1,671,352 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $46.9M | 986,027 |
| MORGAN STANLEY | NEW YORK, NY | $38.1M | 801,222 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $17.2M | 361,802 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $15.4M | 323,275 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $8.3M | 174,009 |
| [PERRYMAN FINANCIAL ADVISORY INC /AD](https://search.stillhousedata.com/firm/107653) | DALLAS, TX | $7.0M | 138,804 |
| UBS Group AG | Zurich, V8 | $5.7M | 119,575 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $5.2M | 104,035 |
| CWM, LLC | OMAHA, NE | $4.0M | 83,400 |
| [Summit Financial Wealth Advisors, LLC](https://search.stillhousedata.com/firm/171278) | Lafayette, LA | $3.7M | 74,145 |
| Royal Bank of Canada | TORONTO, A6 | $2.8M | 59,054 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $2.5M | 51,969 |
| Stratos Wealth Partners, LTD. | BEACHWOOD, OH | $2.3M | 48,050 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $2.2M | 45,867 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/00162Q205.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.