ALPS ETF TR

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RFDA·00162Q528·US·ETF·Unknown - Unknown-13D/G

RFDA (ALPS ETF TR) is held by 15 institutional investors as of Q2 2026. Largest holders: ALPS ADVISORS INC ($14.3M), ENVESTNET ASSET MANAGEMENT INC ($12.7M), TRUIST FINANCIAL CORP ($12.1M). Net institutional sentiment: Bullish.

15

Holders

(1 Elite)

$44.6M

Total Value

73% (15)

Consensus

11 buying - 4 selling

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

Smart Money Verdict

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Institutional (13F)62

Insider (Form 4)83

Activist (13D/13G)44

Congressional (STOCK Act)81

Holder Quality

56

★★★★★

Elite

54

★★★★

Strong

64

★★★

Solid

22

★★

Below

87

★

Weak

Held by 15 funds

1 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists Sep 4, 2026 · Congress none

ActivistTRUIST FINANCIAL CORP5.6%Sep 4, 2026

ActivistTRUIST FINANCIAL CORP13.1%Jul 14, 2025

View all activist filings

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ALPS ADVISORS INC	Increased	202,772(+19.9%)	$14.3M	0.1%	+23.28%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	180,087(+3.2%)	$12.7M	0.0%	+103.81%	29
TRUIST FINANCIAL CORP	Increased	171,545(+4.1%)	$12.1M	0.0%	+118.70%	29
RAYMOND JAMES FINANCIAL INC	Increased	31,508(+3.1%)	$2.2M	0.0%	+33.28%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	18,184	$1.3M	0.0%	+3.52%	35
DAVENPORT & Co LLC	Increased	13,151(+12.1%)	$925,979	0.0%	+50.37%	28
Kestra Advisory Services, LLC	Decreased	4,950(-5.5%)	$348,554	0.0%	+72.17%	0
CITADEL ADVISORS LLC	Decreased	3,488(-63.2%)	$245,595	0.0%	+15.61%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	3,073	$219,763	0.0%	+3.52%	32
JPMORGAN CHASE & CO	Decreased	2,371(-4.5%)	$166,891	0.0%	+25.50%	0
NewEdge Advisors, LLC	Unchanged	836	$58,864	0.0%	+88.34%	0
UBS Group AG	Increased	631(+62.2%)	$44,429	0.0%	+17.14%	20
JONES FINANCIAL COMPANIES LLLP	New	214	$15,034	0.0%	+3.52%	28
MORGAN STANLEY	Increased	87(+1.2%)	$6,128	0.0%	+42.74%	11
WELLS FARGO & COMPANY/MN	Increased	37(+3600.0%)	$2,631	0.0%	+3.84%	14
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$274,489	0.0%	+30.69%	0

RFDAALPS ETF TR

1M3M6M1Y3Y5Y

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