SDOG Institutional Ownership
ALPS Sector Dividend Dogs ETF
1W: -1.0%
1M: -5.7%
3M: -0.8%
YTD: +12.5%
1Y: +14.5%
3Y: +60.6%
5Y: +57.9%
$68.67
+0.14 (+0.21%)
Weekly Expected Move ±1.2%
$67
$68
$69
$70
$70
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — SDOG
186
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
453M
Total Invested
24
New Positions
46
Increased
71
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (200 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,669,171 | $115M | -37,497 | -2.2% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,044,484 | $72M | -4,342 | -0.4% | 56Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 620,757 | $43M | -14,917 | -2.3% | 54Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 324,450 | $22M | +6,828 | +2.1% | 7Q | SEC ↗ |
| 5 | LPL Financial LLC | 301,972 | $21M | +25,276 | +9.1% | 54Q | SEC ↗ |
| 6 | UBS Group AG | 271,571 | $19M | -7,444 | -2.7% | 47Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 189,116 | $13M | -2,634 | -1.4% | 35Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 156,619 | $11M | +970 | +0.6% | 56Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 138,549 | $10M | +62,817 | +82.9% | 10Q | SEC ↗ |
| 10 | Del-Sette Capital Management, LLC | 108,553 | $7M | -172,511 | -61.4% | 19Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 99,222 | $7M | -101 | -0.1% | 44Q | SEC ↗ |
| 12 | Capital Investment Counsel, LLC | 94,096 | $6M | +1,258 | +1.4% | 11Q | SEC ↗ |
| 13 | Dynamic Advisor Solutions LLC | 72,999 | $5M | +52 | +0.1% | 11Q | SEC ↗ |
| 14 | MTM FINANCIAL GROUP, LLC | 70,129 | $5M | -3,080 | -4.2% | 18Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 64,665 | $4M | -49 | -0.1% | 49Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 63,271 | $4M | +2,137 | +3.5% | 16Q | SEC ↗ |
| 17 | IFP Advisors, Inc | 61,107 | $4M | +2,318 | +3.9% | 5Q | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 51,633 | $4M | -372 | -0.7% | 26Q | SEC ↗ |
| 19 | Sanctuary Advisors, LLC | 47,782 | $3M | -485 | -1.0% | 9Q | SEC ↗ |
| 20 | Meridian Wealth Management, LLC | 46,505 | $3M | -630 | -1.3% | 9Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 45,521 | $3M | +311 | +0.7% | 17Q | SEC ↗ |
| 22 | JPL Wealth Management, LLC | 44,643 | $3M | -1,089 | -2.4% | 7Q | SEC ↗ |
| 23 | Integrated Wealth Concepts LLC | 44,256 | $3M | +34 | +0.1% | 30Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 43,185 | $3M | +3,435 | +8.6% | 8Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 41,570 | $3M | +780 | +1.9% | 26Q | SEC ↗ |
| 26 | AQR CAPITAL MANAGEMENT LLC | 38,773 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 27 | Joseph P. Lucia & Associates, LLC | 37,026 | $3M | -212 | -0.6% | 30Q | SEC ↗ |
| 28 | MONEY CONCEPTS CAPITAL CORP | 35,174 | $2M | -473 | -1.3% | 18Q | SEC ↗ |
| 29 | TMB Capital Partners, LLC | 33,031 | $2M | -121 | -0.4% | 3Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 30,644 | $2M | -1,657 | -5.1% | 11Q | SEC ↗ |
| 31 | Sage Capital Management, LLC | 28,381 | $2M | -595 | -2.1% | 11Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 26,937 | $2M | +5,299 | +24.5% | 43Q | SEC ↗ |
| 33 | Federation des caisses Desjardins du Q | 25,543 | $2M | -170 | -0.7% | 38Q | SEC ↗ |
| 34 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25,535 | $2M | -1,932 | -7.0% | 46Q | SEC ↗ |
| 35 | Steward Partners Investment Advisory, | 25,499 | $2M | -338 | -1.3% | 39Q | SEC ↗ |
| 36 | &PARTNERS | 23,808 | $2M | -914 | -3.7% | 5Q | SEC ↗ |
| 37 | Mariner, LLC | 23,549 | $2M | +9,448 | +67.0% | 18Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC | 23,130 | $2M | +3,694 | +19.0% | 37Q | SEC ↗ |
| 39 | Summit Financial, LLC | 21,211 | $1M | -334 | -1.6% | 6Q | SEC ↗ |
| 40 | Cypress Wealth Services, LLC | 18,849 | $1M | +121 | +0.6% | 22Q | SEC ↗ |
| 41 | Apollon Wealth Management, LLC | 18,449 | $1M | -2,363 | -11.4% | 22Q | SEC ↗ |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,848 | $1M | -3,853 | -17.8% | 3Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 17,650 | $1M | +7,093 | +67.2% | 6Q | SEC ↗ |
| 44 | Prospera Financial Services Inc | 16,798 | $1M | -1,485 | -8.1% | 16Q | SEC ↗ |
| 45 | HighTower Advisors, LLC | 16,189 | $1M | -395 | -2.4% | 41Q | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 15,585 | $1M | — | +0.0% | 22Q | SEC ↗ |
| 47 | Summit Financial Wealth Advisors, LLC | 15,225 | $1M | +577 | +3.9% | 9Q | SEC ↗ |
| 48 | Concurrent Investment Advisors, LLC | 14,860 | $1M | -500 | -3.3% | 5Q | SEC ↗ |
| 49 | FMR LLC | 14,309 | $983K | +521 | +3.8% | 30Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 13,435 | $923K | -22,163 | -62.3% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Capstone Wealth Management Group, I | 9,825 | $675K |
| FLOW TRADERS U.S. LLC | 6,175 | $424K |
| Allied Private Wealth LLC | 5,974 | $410K |
| Diversify Advisory Services, LLC | 5,349 | $367K |
| Kachkovsky & Fisher, Inc. | 4,619 | $317K |
| LYELL WEALTH MANAGEMENT, LP | 3,630 | $249K |
| Vise Technologies, Inc. | 3,220 | $221K |
| Savvy Advisors, Inc. | 3,078 | $211K |
| Ballast Rock Private Wealth LLC | 3,056 | $210K |
| Sigma Planning Corp | 3,014 | $207K |
| MSH Capital Advisors LLC | 2,977 | $204K |
| Tennessee Valley Asset Management P | 2,975 | $204K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2,969 | $204K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,985 | $136K |
| EP Wealth Advisors, LLC | 1,561 | $107K |
| IFG Advisory, LLC | 1,466 | $101K |
| Institute for Wealth Management, LL | 1,143 | $78K |
| Ashton Thomas Private Wealth, LLC | 600 | $41K |
| COMPASS FINANCIAL MANAGEMENT LLC | 380 | $26K |
| CWM, LLC | 350 | $24K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Paller Financial Services Inc | 43,815 | $3M |
| Virtus Wealth Solutions LLC | 6,302 | $433K |
| GTS SECURITIES LLC | 6,017 | $413K |
| Virtu Financial LLC | 4,877 | $335K |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,870 | $334K |
| Convergence Financial, LLC | 4,794 | $329K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 4,344 | $298K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4,015 | $276K |
| City Center Advisors, LLC | 3,901 | $268K |
| Hibernia Wealth Partners, LLC | 3,592 | $247K |
| SILVER OAK SECURITIES, INCORPORATED | 3,471 | $238K |
| Snowden Capital Advisors LLC | 3,449 | $237K |
| Western Wealth Management, LLC | 2,341 | $161K |
| Kohmann Bosshard Financial Services | 2,282 | $157K |
| PNC Financial Services Group, Inc. | 2,172 | $149K |
| True Link Financial Advisors, LLC | 2,100 | $144K |
| eCIO, Inc. | 1,634 | $112K |
| Larson Financial Group LLC | 642 | $44K |
| Phillip James Consulting Co. | 550 | $38K |
| MAI Capital Management | 500 | $34K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +62,817 | +82.9% | 138,549 |
| LPL Financial LLC | +25,276 | +9.1% | 301,972 |
| Mariner, LLC | +9,448 | +67.0% | 23,549 |
| CITADEL ADVISORS LLC | +7,093 | +67.2% | 17,650 |
| RAYMOND JAMES FINANCIAL INC | +6,828 | +2.1% | 324,450 |
| Cambridge Investment Research Advis | +5,299 | +24.5% | 26,937 |
| MML INVESTORS SERVICES, LLC | +3,694 | +19.0% | 23,130 |
| JONES FINANCIAL COMPANIES LLLP | +3,435 | +8.6% | 43,185 |
| IFP Advisors, Inc | +2,318 | +3.9% | 61,107 |
| AMERIPRISE FINANCIAL INC | +2,137 | +3.5% | 63,271 |
| FIFTH THIRD BANCORP | +1,378 | +19.8% | 8,332 |
| Capital Investment Counsel, LLC | +1,258 | +1.4% | 94,096 |
| HARBOUR INVESTMENTS, INC. | +1,091 | +11.1% | 10,938 |
| OPPENHEIMER & CO INC | +1,068 | +29.5% | 4,691 |
| ROYAL BANK OF CANADA | +970 | +0.6% | 156,619 |
| Creative Planning | +853 | +9.6% | 9,716 |
| OSAIC HOLDINGS, INC. | +780 | +1.9% | 41,570 |
| JPMORGAN CHASE & CO | +755 | +90.3% | 1,591 |
| Focus Partners Wealth | +638 | +7.3% | 9,326 |
| Allworth Financial LP | +580 | +11.6% | 5,601 |