ALPS ETF TR

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OEFA·00162Q379·US·ETF·Unknown - Unknown

OEFA (ALPS ETF TR) is held by 13 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($10.1M), LPL Financial LLC ($1.6M), CITADEL ADVISORS LLC ($1.5M). Net institutional sentiment: Mixed.

13

Holders

$16.7M

Total Value

55% (11)

Consensus

6 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)65

Activist (13D/13G)30

Congressional (STOCK Act)34

Holder Quality

40

★★★★★

Elite

22

★★★★

Strong

48

★★★

Solid

86

★★

Below

39

★

Weak

Held by 13 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OEFA.

Top Holders

Top Holders (13)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	291,893(+2.8%)	$10.1M	0.0%	+34.36%	28
LPL Financial LLC	Decreased	47,189(-6.5%)	$1.6M	0.0%	+50.72%	0
CITADEL ADVISORS LLC	Increased	43,851(+44.4%)	$1.5M	0.0%	+8.77%	35
ALPS ADVISORS INC	New	34,380	$1.2M	0.0%	+6.33%	35
RAYMOND JAMES FINANCIAL INC	Decreased	29,865(-78.6%)	$1M	0.0%	+23.56%	0
STIFEL FINANCIAL CORP	Unchanged	18,564	$640,364	0.0%	+32.94%	0
HighTower Advisors, LLC	Unchanged	8,809	$303,866	0.0%	+62.64%	0
Rockefeller Capital Management L.P.	Increased	4,492(+3.6%)	$154,954	0.0%	+10.20%	23
ROYAL BANK OF CANADA	Decreased	3,074(-88.1%)	$106,000	0.0%	+10.02%	0
MORGAN STANLEY	Unchanged	500	$17,247	0.0%	+27.10%	0
UBS Group AG	Increased	412(+151.2%)	$14,212	0.0%	+7.90%	20
OSAIC HOLDINGS, INC.	Unchanged	400	$13,796	0.0%	+54.52%	0
WELLS FARGO & COMPANY/MN	Increased	69	$2,396	0.0%	+6.33%	8
MAI Capital Management	Exited	0(-100.0%)	$27,642	0.0%	+5.68%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$249,874	0.0%	+2.82%	0

OEFAALPS ETF TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer