ELFY Institutional Ownership & Shareholders
ALPS ELECTRIFIC INFRAST ETF (ELFY) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $69.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Redhawk Wealth Advisors, Inc. is currently the largest disclosed institutional shareholder of ELFY tracked by InsiderSet, reporting ownership valued at approximately $11.28M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.07M, representing an estimated loss of -1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed ELFY value among the investors covered in this analysis. Major shareholders include Redhawk Wealth Advisors, Inc., Osaic Holdings, Inc., Prasad Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in ALPS ELECTRIFIC INFRAST ETF (ELFY).
This page ranks the largest institutional ELFY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
46
Total Reported Value
$69.32M
Largest Holder
Redhawk Wealth Advisors, Inc.
Largest Position
$11.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 1.14% | 293,101 | $11,282,738 | $11,070,982 | -$211,756 | -1.88% | |
| Osaic Holdings, Inc. | 0.01% | 207,964 | $9,346,067 | $7,855,195 | -$1,490,872 | -15.95% | |
| Prasad Wealth Partners, Llc | 2.15% | 198,882 | $8,938,027 | $7,512,151 | -$1,425,876 | -15.95% | |
| Lpl Financial Llc | 0.00% | 153,569 | $6,901,565 | $5,800,593 | -$1,100,972 | -15.95% | |
| Level Four Advisory Services, Llc | 0.11% | 87,045 | $3,911,922 | $3,287,855 | -$624,067 | -15.95% | |
| Alps Advisors Inc | 0.02% | 82,100 | $3,689,681 | $3,101,073 | -$588,608 | -15.95% | |
| Ffg Retirement Advisors Llc | 1.93% | 94,138 | $3,623,800 | $3,555,771 | -$68,029 | -1.88% | |
| Inspire Advisors, Llc | 0.21% | 67,484 | $3,032,819 | $2,548,999 | -$483,820 | -15.95% | |
| Willow Financial Llc | 2.14% | 59,844 | $2,106,263 | $2,260,422 | +$154,159 | +7.32% | |
| Cetera Investment Advisers | 0.00% | 40,785 | $1,832,927 | $1,540,527 | -$292,400 | -15.95% | |
| Newedge Advisors, Llc | 0.01% | 40,678 | $1,828,100 | $1,536,485 | -$291,615 | -15.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,923 | $1,344,350 | $1,319,108 | -$25,242 | -1.88% | |
| Belpointe Asset Management Llc | 0.04% | 29,846 | $1,341,318 | $1,127,340 | -$213,978 | -15.95% | |
| Bxm Wealth Llc | 0.61% | 25,015 | $1,124,207 | $944,864 | -$179,343 | -15.95% | |
| Goldman Sachs Group Inc | 0.00% | 20,817 | $935,543 | $786,298 | -$149,245 | -15.95% | |
| Envestnet Asset Management Inc | 0.00% | 20,815 | $935,441 | $786,222 | -$149,219 | -15.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,113 | $870,133 | $835,250 | -$34,883 | -4.01% | |
| Brookwood Investment Group Llc | 0.09% | 17,201 | $773,035 | $649,714 | -$123,321 | -15.95% | |
| Janney Montgomery Scott Llc | 0.00% | 14,280 | $642,000 | $539,383 | -$102,617 | -15.98% | |
| Equitable Holdings, Inc. | 0.00% | 12,970 | $582,888 | $489,902 | -$92,986 | -15.95% | |
| Strategic Financial Concepts, Llc | 0.17% | 12,875 | $578,684 | $486,313 | -$92,371 | -15.96% | |
| Summit Financial, Llc | 0.01% | 10,711 | $481,370 | $404,575 | -$76,795 | -15.95% | |
| Thrivent Financial For Lutherans | 0.00% | 8,519 | $383,000 | $321,779 | -$61,221 | -15.98% | |
| Raymond James Financial Inc | 0.00% | 8,169 | $367,125 | $308,559 | -$58,566 | -15.95% | |
| Stifel Financial Corp | 0.00% | 7,639 | $343,308 | $288,540 | -$54,768 | -15.95% | |
| Royal Bank Of Canada | 0.00% | 7,283 | $327,000 | $275,093 | -$51,907 | -15.87% | |
| Silver Oak Securities, Incorporated | 0.02% | 6,868 | $308,657 | $259,417 | -$49,240 | -15.95% | |
| Susquehanna International Group, Llp | 0.00% | 6,698 | $301,017 | $252,996 | -$48,021 | -15.95% | |
| Noble Wealth Management Pbc | 0.14% | 7,781 | $299,525 | $293,903 | -$5,622 | -1.88% | |
| Sanctuary Advisors, Llc | 0.00% | 5,534 | $248,705 | $209,030 | -$39,675 | -15.95% | |
| Wellington Grp Llc | 0.06% | 5,229 | $234,998 | $197,509 | -$37,489 | -15.95% | |
| Harbour Investments, Inc. | 0.00% | 2,925 | $131,456 | $110,483 | -$20,973 | -15.95% | |
| Register Financial Advisors Llc | 0.02% | 1,550 | $59,666 | $58,546 | -$1,120 | -1.88% | |
| Farther Finance Advisors, Llc | 0.00% | 1,443 | $55,547 | $54,505 | -$1,042 | -1.88% | |
| Medallion Wealth Advisors, Llc | 0.02% | 1,150 | $51,683 | $43,438 | -$8,245 | -15.95% | |
| Tripletail Wealth Management, Llc | 0.04% | 900 | $38,682 | $33,995 | -$4,687 | -12.12% | |
| Ifg Advisory, Llc | 0.00% | 584 | $26,246 | $22,059 | -$4,187 | -15.95% | |
| Fmr Llc | 0.00% | 276 | $12,424 | $10,425 | -$1,999 | -16.09% | |
| Us Bancorp \De\ | 0.00% | 250 | $11,235 | $9,443 | -$1,792 | -15.95% | |
| Jnba Financial Advisors | 0.00% | 147 | $6,618 | $5,552 | -$1,066 | -16.10% | |
| Shp Wealth Management | 0.00% | 130 | $5,842 | $4,910 | -$932 | -15.95% | |
| Atlantic Union Bankshares Corp | 0.00% | 100 | $4,494 | $3,777 | -$717 | -15.95% | |
| Morgan Stanley | 0.00% | 44 | $1,977 | $1,662 | -$315 | -15.94% | |
| Anfield Capital Management, Llc | 0.00% | 37 | $1,464 | $1,398 | -$66 | -4.54% | |
| Bear Mountain Capital, Inc. | 0.00% | 15 | $639 | $567 | -$72 | -11.33% | |
| Russell Investments Group, Ltd. | 0.00% | 2 | $87 | $76 | -$11 | -13.17% |
Frequently asked questions about ELFY
Who are the largest institutional holders of ELFY?
The largest institutional holders of ELFY reported in the latest SEC Form 13F filings include Redhawk Wealth Advisors, Inc., Osaic Holdings, Inc., Prasad Wealth Partners, Llc, Lpl Financial Llc, and Level Four Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported ELFY position.
What is ELFY institutional ownership?
This page tracks ELFY positions reported by institutional investment managers through SEC Form 13F. ALPS ELECTRIFIC INFRAST ETF (ELFY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ELFY?
InsiderSet currently tracks 46 institutional managers reporting ELFY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ELFY shareholders.
How much ELFY stock do institutions own?
Institutional investment managers disclosed approximately $69.32M in ELFY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ELFY institutional ownership last updated?
The latest ELFY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ELFY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ELFY position after the reporting date.
Are institutions buying or selling ELFY?
Institutional buying and selling can be analyzed by comparing ELFY positions across consecutive 13F reporting periods. InsiderSet's ELFY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ELFY ownership changes.
How has ELFY institutional ownership changed over time?
InsiderSet tracks ELFY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.