Who owns ALPS Dynamic US Dividend Advantage ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RFDA from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 27 institutions disclosed 1.2M shares of ALPS Dynamic US Dividend Advantage ETF worth $87.1M — about 103% of shares outstanding; the largest disclosed holder is RiverFront Investment Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
27
13F holders
$87.1M
value, 2026 filers
103%
of shares outstanding (1.2M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RFDA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 228,402 | $16.1M | 0.2% | 19% | -6.1% |
| 2 | Prospera Financial Services Inc | 219,625 | $15.5M | 0.2% | 18.3% | -8.9% |
| 3 | ALPS ADVISORS INC | 202,772 | $14.3M | 0.1% | 16.9% | +19.9% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 180,087 | $12.7M | 0.0% | 15% | +3.2% |
| 5 | TRUIST FINANCIAL CORP | 171,545 | $12.1M | 0.0% | 14.3% | +4.1% |
| 6 | RETIREMENT PLANNING GROUP, LLC / NY | 58,513 | $4.1M | 2.2% | 4.9% | -3.2% |
| 7 | RAYMOND JAMES FINANCIAL INC | 31,508 | $2.2M | 0.0% | 2.6% | +3.1% |
| 8 | Bison Wealth, LLC | 29,714 | $2.1M | 0.2% | 2.5% | -0.7% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 18,184 | $1.3M | 0.0% | 1.5% | new |
| 10 | Janney Montgomery Scott LLC | 15,933 | $1.1M | 0.0% | 1.3% | +1.2% |
| 11 | GAMMA Investing LLC | 14,780 | $1.0M | 0.0% | 1.2% | 0.0% |
| 12 | Koshinski Asset Management, Inc. | 13,151 | $926,000 | 0.0% | 1.1% | -13.0% |
| 13 | DAVENPORT & Co LLC | 13,151 | $925,979 | 0.0% | 1.1% | +12.1% |
| 14 | EWA, LLCNEW | 10,032 | $706,366 | 0.1% | 0.8% | new |
| 15 | LEIGH BALDWIN & CO., LLC | 8,195 | $576,993 | 0.3% | 0.7% | +0.2% |
| 16 | Kestra Advisory Services, LLC | 4,950 | $348,554 | 0.0% | 0.4% | -5.5% |
| 17 | Stratos Wealth Partners, LTD. | 4,050 | $285,179 | 0.0% | 0.3% | 0.0% |
| 18 | CITADEL ADVISORS LLC | 3,488 | $245,595 | 0.0% | 0.3% | -63.2% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 3,073 | $219,763 | 0.0% | 0.3% | new |
| 20 | JPMORGAN CHASE & CO | 2,371 | $166,891 | 0.0% | 0.2% | -4.5% |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | 1,021 | $71,890 | 0.0% | 0.1% | +14.6% |
| 22 | NewEdge Advisors, LLCNEW | 836 | $58,864 | 0.0% | 0.1% | new |
| 23 | UBS Group AG | 631 | $44,429 | 0.0% | 0.1% | +62.2% |
| 24 | Elevated Capital Advisors, LLC | 618 | $43,514 | 0.0% | 0.1% | -36.6% |
| 25 | JONES FINANCIAL COMPANIES LLLPNEW | 214 | $15,034 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.