Alps Clean Energy ETF (ACES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Waystone Advisors LLC

UNCHANGED

Shares18,204 from 18,204

Change0 (0%)

Value$645.0K ($0)

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares7,242 from 8,109

Change-867 (-11%)

Value$200.2K (-$87.1K)

Filed 2026-11-05

Jacobi Capital Management LLC

NEW

Shares1,195

Change+1,195

Value$33.0K

Filed 2026-11-05

Aspect Partners, LLC

UNCHANGED

Shares677 from 677

Change0 (0%)

Value$18.7K (-$5.3K)

Filed 2026-10-20

Phillip James Consulting Co.

NEW

Shares550

Change+550

Value$15.2K

Filed 2026-11-03

Rossby Financial, LCC

NEW

Shares510

Change+510

Value$14.1K

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares313 from 293

Change+20 (+7%)

Value$8.7K (-$1.7K)

Filed 2026-10-08

Tsfg, LLC

UNCHANGED

Shares183 from 183

Change0 (0%)

Value$5 (-$1)

Filed 2026-10-23

Thompson Investment Management, Inc.

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$1.6K (-$456)

Filed 2026-10-14

Fifth Third Bancorp

INCREASED

Shares43 from 1

Change+42 (+4200%)

Value$1.2K (+$1.2K)

Filed 2026-11-05

Wolff Wiese Magana LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$1.0K (-$287)

Filed 2026-10-15

Ascentis Independent Advisors

NEW

Shares35

Change+35

Value$1.0K

Filed 2026-11-03

Financial Management Professionals, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$691 (-$195)

Filed 2026-10-23

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$553 (-$156)

Filed 2026-10-27

Compass Financial Management LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$347 (-$97)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$290 (-$81)

Filed 2026-11-03

Citigroup Inc

CLOSED

Shares0 from 19,214

Change-19,214 (-100%)

Value$0 (-$680.8K)

Filed 2026-11-04

Bear Mountain Capital, Inc.

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$498)

Filed 2026-11-04

Blue Trust, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$106)

Filed 2026-10-15

CIBC Bancorp USA Inc.

N/A

Shares— from 1,474,997

Change-1,474,997 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 107,745

Change-107,745 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 70,133

Change-70,133 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 39,824

Change-39,824 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 35,121

Change-35,121 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 34,413

Change-34,413 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 23,996

Change-23,996 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 21,135

Change-21,135 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 20,275

Change-20,275 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,864

Change-19,864 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 18,590

Change-18,590 (-100%)

Value—

UBS Group AG

N/A

Shares— from 13,209

Change-13,209 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 11,520

Change-11,520 (-100%)

Value—

Trillium Asset Management, LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 8,103

Change-8,103 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,763

Change-7,763 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,241

Change-7,241 (-100%)

Value—

Northstar Asset Management Inc

N/A

Shares— from 6,425

Change-6,425 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 3,695

Change-3,695 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,920

Change-1,920 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 1,412

Change-1,412 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 302

Change-302 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 267

Change-267 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 245

Change-245 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 120

Change-120 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 100

Change-100 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

FMR LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 9

Change-9 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 3

Change-3 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Waystone Advisors LLC	UNCHANGED	18,204	18,204	0	0%	$645.0K	$645.0K	$0	2026-10-16
US Bancorp \de\	DECREASED	7,242	8,109	-867	-11%	$287.3K	$200.2K	-$87.1K	2026-11-05
Jacobi Capital Management LLC	NEW	1,195	—	+1,195	—	—	$33.0K	—	2026-11-05
Aspect Partners, LLC	UNCHANGED	677	677	0	0%	$24.0K	$18.7K	-$5.3K	2026-10-20
Phillip James Consulting Co.	NEW	550	—	+550	—	—	$15.2K	—	2026-11-03
Rossby Financial, LCC	NEW	510	—	+510	—	—	$14.1K	—	2026-11-05
Farther Finance Advisors, LLC	INCREASED	313	293	+20	+7%	$10.4K	$8.7K	-$1.7K	2026-10-08
Tsfg, LLC	UNCHANGED	183	183	0	0%	$6	$5	-$1	2026-10-23
Thompson Investment Management, Inc.	UNCHANGED	59	59	0	0%	$2.1K	$1.6K	-$456	2026-10-14
Fifth Third Bancorp	INCREASED	43	1	+42	+4200%	$35	$1.2K	+$1.2K	2026-11-05
Wolff Wiese Magana LLC	UNCHANGED	37	37	0	0%	$1.3K	$1.0K	-$287	2026-10-15
Ascentis Independent Advisors	NEW	35	—	+35	—	—	$1.0K	—	2026-11-03
Financial Management Professionals, Inc.	UNCHANGED	25	25	0	0%	$886	$691	-$195	2026-10-23
Cassaday & Co Wealth Management LLC	UNCHANGED	20	20	0	0%	$709	$553	-$156	2026-10-27
Compass Financial Management LLC	UNCHANGED	13	13	0	0%	$444	$347	-$97	2026-10-30
Ashton Thomas Private Wealth, LLC	INCREASED	11	10	+1	+10%	$371	$290	-$81	2026-11-03
Citigroup Inc	CLOSED	0	19,214	-19,214	-100%	$680.8K	$0	-$680.8K	2026-11-04
Bear Mountain Capital, Inc.	CLOSED	0	15	-15	-100%	$498	$0	-$498	2026-11-04
Blue Trust, Inc.	CLOSED	0	3	-3	-100%	$106	$0	-$106	2026-10-15
CIBC Bancorp USA Inc.	N/A	—	1,474,997	-1,474,997	-100%	$52.2M	—	—	—
Wealthfront Advisers LLC	N/A	—	107,745	-107,745	-100%	$3.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	100,000	-100,000	-100%	$3.5M	—	—	—
Bank of America Corp	N/A	—	70,133	-70,133	-100%	$2.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	39,824	-39,824	-100%	$1.4M	—	—	—
Focus Partners Wealth	N/A	—	35,121	-35,121	-100%	$1.2M	—	—	—
GTS Securities LLC	N/A	—	34,413	-34,413	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	23,996	-23,996	-100%	$850.2K	—	—	—
Morgan Stanley	N/A	—	21,135	-21,135	-100%	$748.9K	—	—	—
LPL Financial LLC	N/A	—	20,275	-20,275	-100%	$718.3K	—	—	—
Wells Fargo & Company	N/A	—	19,864	-19,864	-100%	$703.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	18,590	-18,590	-100%	$658.6K	—	—	—
UBS Group AG	N/A	—	13,209	-13,209	-100%	$468.0K	—	—	—
Jane Street Group, LLC	N/A	—	11,520	-11,520	-100%	$408.2K	—	—	—
Trillium Asset Management, LLC	N/A	—	8,500	-8,500	-100%	$301.2K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	8,103	-8,103	-100%	$287.1K	—	—	—
Cetera Investment Advisers	N/A	—	7,763	-7,763	-100%	$275.1K	—	—	—
Royal Bank of Canada	N/A	—	7,241	-7,241	-100%	$256.0K	—	—	—
Northstar Asset Management Inc	N/A	—	6,425	-6,425	-100%	$227.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	3,695	-3,695	-100%	$130.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,920	-1,920	-100%	$68.1K	—	—	—
Smithfield Trust Co	N/A	—	1,412	-1,412	-100%	$50.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	302	-302	-100%	$10.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	267	-267	-100%	$9.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	245	-245	-100%	$8.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	200	-200	-100%	$7.1K	—	—	—
Harbour Investments, Inc.	N/A	—	120	-120	-100%	$4.3K	—	—	—
PlanVest Financial, Inc	N/A	—	100	-100	-100%	$3.6K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	100	-100	-100%	$3.5K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	100	-100	-100%	$3.5K	—	—	—
FMR LLC	N/A	—	44	-44	-100%	$1.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	40	-40	-100%	$1.4K	—	—	—
National Bank of Canada	N/A	—	9	-9	-100%	$319	—	—	—
Qube Research & Technologies Ltd	N/A	—	3	-3	-100%	$106	—	—	—
JPMorgan Chase & Co	N/A	—	1	-1	-100%	$64	—	—	—

Showing 54 of 54 institutions