ALPS SECTOR DIVIDEND DOGS (SDOG) Top Institutional Shareholders

ALPS SECTOR DIVIDEND DOGS (SDOG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $432.23M in SDOG holdings during the latest filing period.

Bank Of America Corp is currently the largest disclosed institutional shareholder of SDOG tracked by InsiderSet, reporting ownership valued at approximately $110.99M in its March 31, 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 $116.72M, representing an estimated gain of +5.16% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed SDOG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ALPS SECTOR DIVIDEND DOGS (SDOG).

This page ranks the largest institutional SDOG 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

161

Total Reported Value

$432.23M

Largest Holder

Bank Of America Corp

Largest Position

$110.99M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

173

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bank Of America Corp0.01%1,706,668$110,994,856$116,719,025+$5,724,169+5.16%
Morgan Stanley0.00%1,048,826$68,211,528$71,729,210+$3,517,682+5.16%
Wells Fargo & Company/Mn0.01%635,674$41,341,643$43,473,745+$2,132,102+5.16%
Raymond James Financial Inc0.01%317,622$20,656,890$21,722,169+$1,065,279+5.16%
Del-Sette Capital Management, Llc10.94%281,064$18,279,269$19,221,967+$942,698+5.16%
Ubs Group Ag0.00%279,015$18,146,020$19,081,836+$935,816+5.16%
Lpl Financial Llc0.00%276,696$17,995,219$18,923,239+$928,020+5.16%
Commonwealth Equity Services, Llc0.02%191,750$12,470,643$13,113,783+$643,140+5.16%
Royal Bank Of Canada0.00%155,649$10,122,000$10,644,835+$522,835+5.17%
Capital Investment Counsel, Llc0.83%92,838$6,037,833$6,349,191+$311,358+5.16%
Goldman Sachs Group Inc0.00%75,732$4,925,306$5,179,311+$254,005+5.16%
Dynamic Advisor Solutions Llc0.15%72,947$4,744,189$4,988,845+$244,656+5.16%
Stifel Financial Corp0.00%64,714$4,208,702$4,425,790+$217,088+5.16%
Ameriprise Financial Inc0.00%61,134$3,975,910$4,180,954+$205,044+5.16%
Ifp Advisors, Inc0.08%58,789$3,823,401$4,020,580+$197,179+5.16%
Rockefeller Capital Management L.P.0.01%52,005$3,382,246$3,556,622+$174,376+5.16%
Sanctuary Advisors, Llc0.02%48,267$3,139,061$3,300,980+$161,919+5.16%
Meridian Wealth Management, Llc0.11%47,135$3,065,498$3,223,563+$158,065+5.16%
Jpl Wealth Management, Llc0.68%45,732$2,974,249$3,127,611+$153,362+5.16%
Cetera Investment Advisers0.00%45,210$2,940,295$3,091,912+$151,617+5.16%
Integrated Wealth Concepts Llc0.02%44,222$2,876,043$3,024,343+$148,300+5.16%
Osaic Holdings, Inc.0.00%40,790$2,653,394$2,789,628+$136,234+5.13%
Jones Financial Companies Lllp0.00%39,750$2,552,336$2,718,503+$166,167+6.51%
Aqr Capital Management Llc0.00%38,773$2,521,641$2,651,685+$130,044+5.16%
Joseph P. Lucia & Associates, Llc0.87%37,238$2,421,811$2,546,707+$124,896+5.16%
Money Concepts Capital Corp0.13%35,647$2,318,336$2,437,898+$119,562+5.16%
Wealth Enhancement Advisory Services, Llc0.01%35,598$2,314,611$2,434,547+$119,936+5.18%
Tmb Capital Partners, Llc0.73%33,152$2,156,076$2,267,265+$111,189+5.16%
Kestra Advisory Services, Llc0.01%32,301$2,100,702$2,209,065+$108,363+5.16%
Sage Capital Management, Llc0.89%28,976$1,885,005$1,981,669+$96,664+5.13%
United Capital Financial Advisors, Llc0.01%27,467$1,786,317$1,878,468+$92,151+5.16%
Steward Partners Investment Advisory, Llc0.01%25,837$1,680,333$1,766,992+$86,659+5.16%
Federation Des Caisses Desjardins Du Quebec0.01%25,713$1,672,271$1,758,512+$86,241+5.16%
&Partners0.01%24,722$1,607,817$1,690,738+$82,921+5.16%
Susquehanna International Group, Llp0.00%21,701$1,411,346$1,484,131+$72,785+5.16%
Summit Financial, Llc0.02%21,545$1,401,201$1,473,463+$72,262+5.16%
Apollon Wealth Management, Llc0.02%20,812$1,353,514$1,423,333+$69,819+5.16%
Mml Investors Services, Llc0.00%19,436$1,264,012$1,329,228+$65,216+5.16%
Cypress Wealth Services, Llc0.17%18,728$1,217,965$1,280,808+$62,843+5.16%
Prospera Financial Services Inc0.02%18,283$1,189,180$1,250,374+$61,194+5.15%
Hightower Advisors, Llc0.00%16,584$1,078,796$1,134,180+$55,384+5.13%
Cahill Financial Advisors Inc0.11%16,166$1,051,399$1,105,593+$54,194+5.15%
Baird Financial Group, Inc.0.00%15,585$1,013,586$1,065,858+$52,272+5.16%
Concurrent Investment Advisors, Llc0.01%15,360$998,953$1,050,470+$51,517+5.16%
Mariner, Llc0.00%14,101$917,086$964,367+$47,281+5.16%
Fmr Llc0.00%13,788$896,709$942,961+$46,252+5.16%
Madden Advisory Services, Inc.0.33%12,920$840,250$883,599+$43,349+5.16%
Bkm Wealth Management, Llc0.29%12,086$786,025$826,562+$40,537+5.16%
Envestnet Asset Management Inc0.00%10,847$705,431$741,826+$36,395+5.16%
Citadel Advisors Llc0.00%10,557$686,585$721,993+$35,408+5.16%

Frequently asked questions about SDOG

  • Who owns the most SDOG stock?

    The largest holders of SDOG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPS SECTOR DIVIDEND DOGS (SDOG).

  • Is SDOG widely held by superinvestors?

    Many widely followed stocks like SDOG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SDOG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.