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 142 institutions that hold shares in the stock, with a total of 7.53 Million shares, which have been reported (via 13F filing form) to have a value of $422 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
61,413
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
60,930
shares
|
$3.42 Million
0.76% of portfolio
|
Q1 2023
Added 90.46%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
58,050
shares
|
$3.26 Million
7.11% of portfolio
|
Q3 2025
Reduced 88.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
57,539
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
57,097
shares
|
$3.2 Million
0.2% of portfolio
|
Q3 2022
Reduced 3.41%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
55,610
shares
|
$3.12 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
55,159
shares
|
$3.09 Million
1.16% of portfolio
|
Q1 2023
Reduced 21.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
53,727
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
35,623
shares
|
$2 Million
0.15% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
35,488
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
32,940
shares
|
$1.85 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
32,794
shares
|
$1.84 Million
1.39% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
32,533
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,154
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
29,690
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
27,250
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,255
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,587
shares
|
$1.27 Million
0.42% of portfolio
|
Q1 2024
Added 16.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
22,350
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
22,087
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,956
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,668
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,900
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,823
shares
|
$999,870
0.0% of portfolio
|
Q2 2025
Added 70.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
15,981
shares
|
$896,534
0.1% of portfolio
|
Q3 2025
Added 0.08%
|