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Alps Disruptive Technologies (DTEC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avior Wealth Management, LLC
NEW
Shares95,701
Change+95,701
Value$4.9M
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares11,233 from 11,860
Change-627 (-5%)
Value$570.0K (-$1.0K)
Filed 2026-10-22
Kestra Advisory Services, LLC
UNCHANGED
Shares7,413 from 7,413
Change0 (0%)
Value$376.4K (+$19.5K)
Filed 2026-11-02
Sincerus Advisory, LLC
DECREASED
Shares6,116 from 6,122
Change-6 (0%)
Value$310.5K (+$15.8K)
Filed 2026-10-09
Rossmore Private Capital
DECREASED
Shares5,886 from 6,486
Change-600 (-9%)
Value$298.9K (-$13.4K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
UNCHANGED
Shares5,369 from 5,369
Change0 (0%)
Value$272.6K (+$14.1K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$253.9K (+$13.1K)
Filed 2026-10-28
Anson Capital, Inc.
DECREASED
Shares4,363 from 4,411
Change-48 (-1%)
Value$221.5K (+$9.1K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$64.2K (+$3.3K)
Filed 2026-10-26
IFP Advisors, Inc
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$35.6K (+$1.8K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$32.9K (+$1.3K)
Filed 2026-10-16
AlphaCore Capital LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$25.4K (+$1.3K)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$18.5K (+$959)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$13.4K (+$692)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$8.4K (+$436)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares43 from 41
Change+2 (+5%)
Value$2.2K (+$209)
Filed 2026-10-08
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 5,502
Change-5,502 (-100%)
Value$0 (-$264.9K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$57.8K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 66,393
Change-66,393 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 49,581
Change-49,581 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,617
Change-48,617 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,746
Change-41,746 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 41,293
Change-41,293 (-100%)
Value—
UBS Group AG
N/A
Shares— from 36,441
Change-36,441 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 34,606
Change-34,606 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 25,191
Change-25,191 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 18,891
Change-18,891 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,011
Change-13,011 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
10Elms LLP
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 520
Change-520 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
FMR LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 306
Change-306 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 220
Change-220 (-100%)
Value—
Status
Avior Wealth Management, LLC
NEW95,701—+95,701——$4.9M—2026-10-13
Wedbush Securities Inc
DECREASED11,23311,860-627-5%$571.0K$570.0K-$1.0K2026-10-22
Kestra Advisory Services, LLC
UNCHANGED7,4137,41300%$357.0K$376.4K+$19.5K2026-11-02
Sincerus Advisory, LLC
DECREASED6,1166,122-60%$294.8K$310.5K+$15.8K2026-10-09
Rossmore Private Capital
DECREASED5,8866,486-600-9%$312.3K$298.9K-$13.4K2026-10-27
Beaumont Financial Advisors, LLC
UNCHANGED5,3695,36900%$258.5K$272.6K+$14.1K2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED5,0005,00000%$240.8K$253.9K+$13.1K2026-10-28
Anson Capital, Inc.
DECREASED4,3634,411-48-1%$212.4K$221.5K+$9.1K2026-10-23
Lanark Financial, Inc.
UNCHANGED1,2651,26500%$60.9K$64.2K+$3.3K2026-10-26
IFP Advisors, Inc
UNCHANGED70270200%$33.8K$35.6K+$1.8K2026-10-16
TD Waterhouse Canada Inc.
UNCHANGED64564500%$31.5K$32.9K+$1.3K2026-10-16
AlphaCore Capital LLC
UNCHANGED50050000%$24.1K$25.4K+$1.3K2026-11-04
Lodestone Wealth Management LLC
UNCHANGED36536500%$17.6K$18.5K+$9592026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED26426400%$12.7K$13.4K+$6922026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED16616600%$8.0K$8.4K+$4362026-10-29
Farther Finance Advisors, LLC
INCREASED4341+2+5%$2.0K$2.2K+$2092026-10-08
Commonwealth Equity Services, LLC
CLOSED05,502-5,502-100%$264.9K$0-$264.9K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,200-1,200-100%$57.8K$0-$57.8K2026-10-15
Morgan Stanley
N/A—66,393-66,393-100%$3.2M———
Bank of America Corp
N/A—49,581-49,581-100%$2.4M———
Susquehanna International Group, LLP
N/A—48,617-48,617-100%$2.3M———
Raymond James Financial Inc
N/A—41,746-41,746-100%$2.0M———
Cetera Investment Advisers
N/A—41,293-41,293-100%$2.0M———
UBS Group AG
N/A—36,441-36,441-100%$1.8M———
LPL Financial LLC
N/A—34,606-34,606-100%$1.7M———
Virtu Financial LLC
N/A—25,191-25,191-100%$1.2M———
GTS Securities LLC
N/A—18,891-18,891-100%$909.6K———
Royal Bank of Canada
N/A—13,011-13,011-100%$626.0K———
Rockefeller Capital Management L.P.
N/A—11,580-11,580-100%$557.6K———
10Elms LLP
N/A—7,860-7,860-100%$378.5K———
Wells Fargo & Company
N/A—6,754-6,754-100%$325.2K———
Jane Street Group, LLC
N/A—5,565-5,565-100%$268.0K———
Western Wealth Management, LLC
N/A—5,560-5,560-100%$267.7K———
Stifel Financial Corp
N/A—5,517-5,517-100%$265.7K———
Flow Traders U.S. LLC
N/A—4,646-4,646-100%$224.0K———
Osaic Holdings, Inc.
N/A—4,472-4,472-100%$215.4K———
Citadel Advisors LLC
N/A—4,357-4,357-100%$209.8K———
National Bank of Canada
N/A—3,596-3,596-100%$172.8K———
Global Retirement Partners, LLC
N/A—994-994-100%$47.9K———
Bank of Montreal
N/A—520-520-100%$25.0K———
Tripletail Wealth Management, LLC
N/A—352-352-100%$17.3K———
FMR LLC
N/A—341-341-100%$16.4K———
Huntington National Bank
N/A—306-306-100%$14.7K———
Harbour Investments, Inc.
N/A—300-300-100%$14.4K———
Steward Partners Investment Advisory, LLC
N/A—278-278-100%$13.4K———
Northwestern Mutual Wealth Management Co
N/A—220-220-100%$10.6K———
Showing 46 of 46 institutions