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Alps Active Equity Opportuni (RFFC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
UNCHANGED
Shares197,380 from 197,380
Change0 (0%)
Value$15.1M (+$221.1K)
Filed 2026-11-03
Tenzing Financial LLC
INCREASED
Shares10,263 from 2,885
Change+7,378 (+256%)
Value$788.3K (+$570.3K)
Filed 2026-11-03
Arsenal Capital Advisors LLC
UNCHANGED
Shares7,666 from 7,666
Change0 (0%)
Value$587.0K (+$8.6K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares5,923 from 8,909
Change-2,986 (-34%)
Value$453.5K (-$218.7K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED
Shares5,316 from 5,316
Change0 (0%)
Value$407.0K (+$6.0K)
Filed 2026-10-29
Gamma Investing LLC
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$182.9K (+$2.7K)
Filed 2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$15.9K (+$233)
Filed 2026-11-04
Canton Hathaway, LLC
NEW
Shares145
Change+145
Value$11.1K
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares137 from 289
Change-152 (-53%)
Value$10.5K (-$11.3K)
Filed 2026-10-28
Triumph Capital Management
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.1K (+$61)
Filed 2026-10-14
Prospera Financial Services Inc
CLOSED
Shares0 from 3,912
Change-3,912 (-100%)
Value$0 (-$295.3K)
Filed 2026-11-04
Osaic Holdings, Inc.
N/A
Shares— from 12,596
Change-12,596 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,571
Change-12,571 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
UBS Group AG
N/A
Shares— from 398
Change-398 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Alps Advisors Inc
UNCHANGED197,380197,38000%$14.9M$15.1M+$221.1K2026-11-03
Tenzing Financial LLC
INCREASED10,2632,885+7,378+256%$218.1K$788.3K+$570.3K2026-11-03
Arsenal Capital Advisors LLC
UNCHANGED7,6667,66600%$578.4K$587.0K+$8.6K2026-11-02
Fermata Advisors, LLC
DECREASED5,9238,909-2,986-34%$672.2K$453.5K-$218.7K2026-10-13
Koshinski Asset Management, Inc.
UNCHANGED5,3165,31600%$401.1K$407.0K+$6.0K2026-10-29
Gamma Investing LLC
UNCHANGED2,3892,38900%$180.2K$182.9K+$2.7K2026-10-08
Elevated Capital Advisors, LLC
UNCHANGED20820800%$15.7K$15.9K+$2332026-11-04
Canton Hathaway, LLC
NEW145—+145——$11.1K—2026-10-23
Evolution Wealth Management Inc.
DECREASED137289-152-53%$21.8K$10.5K-$11.3K2026-10-28
Triumph Capital Management
UNCHANGED545400%$4.1K$4.1K+$612026-10-14
Prospera Financial Services Inc
CLOSED03,912-3,912-100%$295.3K$0-$295.3K2026-11-04
Osaic Holdings, Inc.
N/A—12,596-12,596-100%$950.3K———
Envestnet Asset Management Inc
N/A—12,571-12,571-100%$948.5K———
Susquehanna International Group, LLP
N/A—4,977-4,977-100%$375.5K———
Stratos Wealth Partners, Ltd.
N/A—3,637-3,637-100%$274.4K———
NewEdge Advisors, LLC
N/A—1,663-1,663-100%$125.4K———
JPMorgan Chase & Co
N/A—1,031-1,031-100%$76.9K———
UBS Group AG
N/A—398-398-100%$30.0K———
Smartleaf Asset Management LLC
N/A—3-3-100%$224———
Wells Fargo & Company
N/A—00—$20———
Showing 20 of 20 institutions