Institutional Ownership Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
62,683
shares
|
$3.28 Million
0.02% of portfolio
|
Q1 2025
Added 100.18%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
60,930
shares
|
$3.19 Million
0.76% of portfolio
|
Q1 2023
Added 90.46%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
57,097
shares
|
$2.99 Million
0.2% of portfolio
|
Q3 2022
Reduced 3.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
56,677
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 164.46%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
55,159
shares
|
$2.89 Million
1.16% of portfolio
|
Q1 2023
Reduced 21.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
52,509
shares
|
$2.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
50,006
shares
|
$2.62 Million
0.11% of portfolio
|
Q1 2025
Added 82.47%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
47,804
shares
|
$2.5 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
41,031
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
35,488
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
34,141
shares
|
$1.79 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
34,130
shares
|
$1.79 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
32,533
shares
|
$1.7 Million
0.32% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
31,542
shares
|
$1.65 Million
1.42% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,154
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
27,507
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
22,635
shares
|
$1.18 Million
0.28% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
22,608
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,587
shares
|
$1.18 Million
0.42% of portfolio
|
Q1 2024
Added 16.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,659
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,175
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
20,022
shares
|
$1.05 Million
0.33% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15,956
shares
|
$834,658
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
13,814
shares
|
$722,610
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,592
shares
|
$710,997
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|