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Alps International Sector DI (IDOG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avantax Planning Partners, Inc.
DECREASED
Shares920,364 from 929,340
Change-8,976 (-1%)
Value$38.7M (+$458.7K)
Filed 2026-11-03
Del-Sette Capital Management, LLC
INCREASED
Shares462,748 from 450,638
Change+12,110 (+3%)
Value$19.5M (+$915.1K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED
Shares340,363 from 340,690
Change-327 (0%)
Value$14.3M (+$292.9K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares320,132 from 322,431
Change-2,299 (-1%)
Value$13.5M (+$193.4K)
Filed 2026-10-28
Tenzing Financial LLC
INCREASED
Shares129,779 from 125,047
Change+4,732 (+4%)
Value$5.5M (+$318.7K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares114,927 from 115,699
Change-772 (-1%)
Value$4.8M (+$71.6K)
Filed 2026-11-02
Alps Advisors Inc
DECREASED
Shares88,710 from 97,965
Change-9,255 (-9%)
Value$3.7M (-$301.3K)
Filed 2026-11-03
Genesee Capital Advisors, LLC
INCREASED
Shares64,653 from 64,520
Change+133 (+0%)
Value$2.7M (+$63.6K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares61,325 from 61,096
Change+229 (+0%)
Value$2.6M (+$64.6K)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares36,389 from 10,533
Change+25,856 (+245%)
Value$1.5M (+$1.1M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares21,350 from 20,588
Change+762 (+4%)
Value$898.4K (+$50.6K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares18,528 from 18,826
Change-298 (-2%)
Value$779.7K (+$4.4K)
Filed 2026-10-23
Friday Financial
INCREASED
Shares15,082 from 11,444
Change+3,638 (+32%)
Value$626.9K (+$150.8K)
Filed 2026-10-09
Fulton Bank, N.A.
UNCHANGED
Shares13,833 from 13,833
Change0 (0%)
Value$582.1K (+$12.5K)
Filed 2026-10-14
Fermata Advisors, LLC
DECREASED
Shares13,692 from 25,630
Change-11,938 (-47%)
Value$576.2K (-$479.3K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares12,919 from 9,317
Change+3,602 (+39%)
Value$544.0K (+$160.0K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
UNCHANGED
Shares7,251 from 7,251
Change0 (0%)
Value$305.1K (+$6.5K)
Filed 2026-10-28
Avior Wealth Management, LLC
UNCHANGED
Shares6,960 from 6,960
Change0 (0%)
Value$292.9K (+$6.3K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares6,700
Change+6,700
Value$281.9K
Filed 2026-10-16
Rockland Trust Co
NEW
Shares6,371
Change+6,371
Value$268.1K
Filed 2026-10-05
Citigroup Inc
INCREASED
Shares5,798 from 4,151
Change+1,647 (+40%)
Value$244.0K (+$73.0K)
Filed 2026-11-04
Farther Finance Advisors, LLC
NEW
Shares4,947
Change+4,947
Value$208.2K
Filed 2026-10-08
First Interstate Bank
NEW
Shares4,827
Change+4,827
Value$203.1K
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares1,835 from 1,027
Change+808 (+79%)
Value$77.2K (+$34.9K)
Filed 2026-11-05
RMG Wealth Management LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$77.3K (-$2.1K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$73.1K (+$1.6K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares1,323 from 1,448
Change-125 (-9%)
Value$55.7K (-$4.0K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$29.7K (+$784)
Filed 2026-10-29
Trust Co of Vermont
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$25.2K (+$540)
Filed 2026-10-21
Mcdonald Partners LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$25.2K (+$540)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$16.8K (+$360)
Filed 2026-10-13
Strategic Advocates LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$14.4K (+$307)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares209
Change+209
Value$8.7K
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares197 from 1,822
Change-1,625 (-89%)
Value$8.3K (-$66.7K)
Filed 2026-10-14
Hoey Investments, Inc
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2.7K (+$57)
Filed 2026-10-29
Triumph Capital Management
NEW
Shares25
Change+25
Value$1.1K
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$337 (+$7)
Filed 2026-10-27
LifeSteps Financial, Inc.
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 1,429,870
Change-1,429,870 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 879,240
Change-879,240 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 355,861
Change-355,861 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 352,141
Change-352,141 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 326,199
Change-326,199 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 299,324
Change-299,324 (-100%)
Value—
UBS Group AG
N/A
Shares— from 298,824
Change-298,824 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 284,398
Change-284,398 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 199,101
Change-199,101 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 149,954
Change-149,954 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 149,849
Change-149,849 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 127,526
Change-127,526 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 107,314
Change-107,314 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 65,597
Change-65,597 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 64,787
Change-64,787 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 63,877
Change-63,877 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 59,572
Change-59,572 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 39,756
Change-39,756 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,644
Change-33,644 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 27,066
Change-27,066 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 24,470
Change-24,470 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 22,423
Change-22,423 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 22,042
Change-22,042 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 20,921
Change-20,921 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,650
Change-17,650 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,464
Change-16,464 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 13,598
Change-13,598 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,120
Change-10,120 (-100%)
Value—
&partners
N/A
Shares— from 10,002
Change-10,002 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,828
Change-8,828 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Avantax Planning Partners, Inc.
DECREASED920,364929,340-8,976-1%$38.3M$38.7M+$458.7K2026-11-03
Del-Sette Capital Management, LLC
INCREASED462,748450,638+12,110+3%$18.6M$19.5M+$915.1K2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED340,363340,690-3270%$14.0M$14.3M+$292.9K2026-11-05
MGO One Seven LLC
DECREASED320,132322,431-2,299-1%$13.3M$13.5M+$193.4K2026-10-28
Tenzing Financial LLC
INCREASED129,779125,047+4,732+4%$5.2M$5.5M+$318.7K2026-11-03
Commonwealth Equity Services, LLC
DECREASED114,927115,699-772-1%$4.8M$4.8M+$71.6K2026-11-02
Alps Advisors Inc
DECREASED88,71097,965-9,255-9%$4.0M$3.7M-$301.3K2026-11-03
Genesee Capital Advisors, LLC
INCREASED64,65364,520+133+0%$2.7M$2.7M+$63.6K2026-10-20
Truist Financial Corp
INCREASED61,32561,096+229+0%$2.5M$2.6M+$64.6K2026-10-30
Kestra Private Wealth Services, LLC
INCREASED36,38910,533+25,856+245%$433.7K$1.5M+$1.1M2026-10-30
Kestra Advisory Services, LLC
INCREASED21,35020,588+762+4%$847.8K$898.4K+$50.6K2026-11-02
Apollon Wealth Management, LLC
DECREASED18,52818,826-298-2%$775.3K$779.7K+$4.4K2026-10-23
Friday Financial
INCREASED15,08211,444+3,638+32%$476.1K$626.9K+$150.8K2026-10-09
Fulton Bank, N.A.
UNCHANGED13,83313,83300%$569.6K$582.1K+$12.5K2026-10-14
Fermata Advisors, LLC
DECREASED13,69225,630-11,938-47%$1.1M$576.2K-$479.3K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED12,9199,317+3,602+39%$384.0K$544.0K+$160.0K2026-11-02
Heritage Wealth Management, Inc.
UNCHANGED7,2517,25100%$298.6K$305.1K+$6.5K2026-10-28
Avior Wealth Management, LLC
UNCHANGED6,9606,96000%$286.6K$292.9K+$6.3K2026-10-13
Concurrent Investment Advisors, LLC
NEW6,700—+6,700——$281.9K—2026-10-16
Rockland Trust Co
NEW6,371—+6,371——$268.1K—2026-10-05
Citigroup Inc
INCREASED5,7984,151+1,647+40%$170.9K$244.0K+$73.0K2026-11-04
Farther Finance Advisors, LLC
NEW4,947—+4,947——$208.2K—2026-10-08
First Interstate Bank
NEW4,827—+4,827——$203.1K—2026-10-23
Fifth Third Bancorp
INCREASED1,8351,027+808+79%$42.3K$77.2K+$34.9K2026-11-05
RMG Wealth Management LLC
UNCHANGED1,8101,81000%$79.4K$77.3K-$2.1K2026-10-26
US Bancorp \de\
UNCHANGED1,7371,73700%$71.5K$73.1K+$1.6K2026-11-05
Lanark Financial, Inc.
DECREASED1,3231,448-125-9%$59.6K$55.7K-$4.0K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED70570500%$28.9K$29.7K+$7842026-10-29
Trust Co of Vermont
UNCHANGED60060000%$24.7K$25.2K+$5402026-10-21
Mcdonald Partners LLC
UNCHANGED60060000%$24.7K$25.2K+$5402026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED40040000%$16.5K$16.8K+$3602026-10-13
Strategic Advocates LLC
UNCHANGED34234200%$14.1K$14.4K+$3072026-11-03
Allspring Global Investments Holdings, LLC
NEW209—+209——$8.7K—2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1971,822-1,625-89%$75.0K$8.3K-$66.7K2026-10-14
Hoey Investments, Inc
UNCHANGED636300%$2.6K$2.7K+$572026-10-29
Triumph Capital Management
NEW25—+25——$1.1K—2026-10-14
Parkside Financial Bank & Trust
UNCHANGED8800%$330$337+$72026-10-27
LifeSteps Financial, Inc.
CLOSED0185-185-100%$7.6K$0-$7.6K2026-10-15
Founders Capital Management
CLOSED069-69-100%$2.8K$0-$2.8K2026-10-13
AdvisorNet Financial, Inc
CLOSED048-48-100%$2.0K$0-$2.0K2026-10-15
Morgan Stanley
N/A—1,429,870-1,429,870-100%$58.9M———
Cetera Investment Advisers
N/A—879,240-879,240-100%$36.2M———
Bank of America Corp
N/A—355,861-355,861-100%$14.7M———
Focus Partners Advisor Solutions, LLC
N/A—352,141-352,141-100%$14.5M———
LPL Financial LLC
N/A—326,199-326,199-100%$13.4M———
Wells Fargo & Company
N/A—299,324-299,324-100%$12.3M———
UBS Group AG
N/A—298,824-298,824-100%$12.3M———
Ameriprise Financial Inc
N/A—284,398-284,398-100%$11.7M———
Kingsview Wealth Management, LLC
N/A—199,101-199,101-100%$8.2M———
American Alpha Advisors, LLC
N/A—149,954-149,954-100%$6.2M———
Royal Bank of Canada
N/A—149,849-149,849-100%$6.2M———
ForthRight Wealth Management, LLC
N/A—127,526-127,526-100%$5.3M———
Jones Financial Companies Lllp
N/A—107,314-107,314-100%$4.4M———
Cahill Financial Advisors Inc
N/A—65,597-65,597-100%$2.7M———
Osaic Holdings, Inc.
N/A—64,787-64,787-100%$2.7M———
Raymond James Financial Inc
N/A—63,877-63,877-100%$2.6M———
Payne Capital LLC
N/A—59,572-59,572-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—39,756-39,756-100%$1.6M———
Envestnet Asset Management Inc
N/A—33,644-33,644-100%$1.4M———
Federation des caisses Desjardins du Quebec
N/A—27,066-27,066-100%$1.1M———
Tocqueville Asset Management L.P.
N/A—24,470-24,470-100%$1.0M———
Flow Traders U.S. LLC
N/A—22,423-22,423-100%$923.0K———
Janney Montgomery Scott LLC
N/A—22,042-22,042-100%$908.0K———
Stratos Investment Management, LLC
N/A—20,921-20,921-100%$861.6K———
Baird Financial Group, Inc.
N/A—17,650-17,650-100%$726.8K———
Mariner, LLC
N/A—16,464-16,464-100%$678.0K———
Advisors Preferred, LLC
N/A—13,598-13,598-100%$564.0K———
Private Advisor Group, LLC
N/A—11,249-11,249-100%$463.2K———
Jane Street Group, LLC
N/A—10,120-10,120-100%$416.7K———
&partners
N/A—10,002-10,002-100%$408.3K———
Stifel Financial Corp
N/A—8,828-8,828-100%$363.6K———
Regal Investment Advisors LLC
N/A—8,795-8,795-100%$362.2K———
Citadel Advisors LLC
N/A—5,593-5,593-100%$230.3K———
HBK Sorce Advisory LLC
N/A—5,123-5,123-100%$224.1K———
MML Investors Services, LLC
N/A—5,120-5,120-100%$210.9K———
Northwestern Mutual Wealth Management Co
N/A—3,409-3,409-100%$140.4K———
PNC Financial Services Group, Inc.
N/A—3,321-3,321-100%$136.8K———
BlackRock, Inc.
N/A—2,151-2,151-100%$88.6K———
FMR LLC
N/A—1,757-1,757-100%$72.4K———
Basepoint Wealth LLC
N/A—968-968-100%$39.9K———
Geneos Wealth Management Inc.
N/A—286-286-100%$11.8K———
Vanguard Advisers Inc
N/A—48-48-100%$2.0K———
Global Retirement Partners, LLC
N/A—11-11-100%$461———
Showing 83 of 83 institutions