ALPS ADVISORS INC

All 13F Filings

Location
Denver, CO
Most recent 13F
Q4 2025
Holdings value ($000)
17,170,458
Description
Denver Colorado based fiduciary portfolio advisory practice with an incorporated management platform and a governance centered and selective investment mandate. The approach emphasizes model based security selection, planning integrated mandate design, and fundamental research depth for fiduciary household mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through mandate specific risk calibration and implementation consistency.
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/12/2026 1,008 17,170,458 13F-HR ALPS ADVISORS INC
Q3 2025 11/5/2025 1,019 17,958,302 13F-HR ALPS ADVISORS INC
Q2 2025 8/11/2025 1,025 17,336,393 13F-HR ALPS ADVISORS INC
Q1 2025 4/30/2025 990 17,244,921 13F-HR ALPS ADVISORS INC
Q4 2024 2/13/2025 990 15,845,010 13F-HR ALPS ADVISORS INC
Q3 2024 11/12/2024 993 14,941,692 13F-HR ALPS ADVISORS INC
Q2 2024 8/13/2024 968 14,568,380 13F-HR ALPS ADVISORS INC
Q1 2024 5/14/2024 973 14,126,635 13F-HR ALPS ADVISORS INC
Q4 2023 2/14/2024 960 12,718,212 13F-HR ALPS ADVISORS INC
Q3 2023 11/14/2023 981 12,049,663 13F-HR ALPS ADVISORS INC
Q2 2023 8/14/2023 994 11,511,408 13F-HR ALPS ADVISORS INC
Q1 2023 5/10/2023 1,013 11,318,042 13F-HR ALPS ADVISORS INC
Q4 2022 2/14/2023 1,019 11,210,494 13F-HR ALPS ADVISORS INC
Q3 2022 11/14/2022 1,040 10,568,902 13F-HR ALPS ADVISORS INC
Q2 2022 8/15/2022 1,030 10,284,962 13F-HR/A - RESTATEMENT ALPS ADVISORS INC
Q2 2022 8/11/2022 1,029 10,285,075 13F-HR ALPS ADVISORS INC
Q1 2022 5/16/2022 833 9,218,464 13F-HR ALPS ADVISORS INC
Q4 2021 2/9/2022 888 8,887,698 13F-HR ALPS ADVISORS INC
Q3 2021 11/15/2021 906 10,378,218 13F-HR ALPS ADVISORS INC
Q2 2021 8/11/2021 902 11,307,105 13F-HR ALPS ADVISORS INC
Q1 2021 5/7/2021 856 10,238,715 13F-HR ALPS ADVISORS INC
Q4 2020 2/3/2021 833 8,879,759 13F-HR ALPS ADVISORS INC
Q3 2020 11/5/2020 808 6,792,899 13F-HR/A - RESTATEMENT ALPS ADVISORS INC
Q3 2020 11/4/2020 808 6,805,940 13F-HR ALPS ADVISORS INC
Q2 2020 8/5/2020 774 7,458,755 13F-HR ALPS ADVISORS INC
Q1 2020 5/6/2020 785 6,463,863 13F-HR ALPS ADVISORS INC
Q4 2019 2/7/2020 813 12,829,523 13F-HR ALPS ADVISORS INC
Q1 2014 5/15/2014 606 10,247,675 13F-HR ALPS ADVISORS INC
Q4 2013 2/11/2014 592 9,885,276 13F-HR ALPS ADVISORS INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 16.81 M 97.9% 0 796.4 K -796.4 K
ETFs 318.3 K 1.9% 6.569 K 0 6.569 K
Debt 30.68 K 0.2% 1.566 K 0 1.566 K
Other 14.51 K 0.1% 389 0 389
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
17,170,458
Holdings
1008
QoQ value change ($000)
-787,844 (-4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.