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 134 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $394 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
13,022
shares
|
$664,773
0.25% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
12,926
shares
|
$659,872
0.19% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,535
shares
|
$588,861
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
11,503
shares
|
$587,228
0.49% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,363
shares
|
$580,081
0.0% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,304
shares
|
$526,019
0.02% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
10,280
shares
|
$524,794
0.23% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,241
shares
|
$522,803
0.0% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,083
shares
|
$514,737
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
9,062
shares
|
$462,615
0.02% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
9,056
shares
|
$462,308
0.02% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,614
shares
|
$439,744
0.02% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
8,152
shares
|
$416,159
0.0% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,104
shares
|
$413,709
0.0% of portfolio
|
Q4 2024
Added 46.65%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,783
shares
|
$397,322
0.05% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,263
shares
|
$370,776
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,213
shares
|
$368,223
0.0% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,170
shares
|
$366,028
0.0% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
7,027
shares
|
$358,728
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
6,921
shares
|
$353,317
0.01% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,867
shares
|
$350,560
0.0% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
6,743
shares
|
$344,230
0.2% of portfolio
|
Q1 2021
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
6,561
shares
|
$334,939
0.12% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
6,177
shares
|
$315,335
0.01% of portfolio
|
Q4 2024
Added 53.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,159
shares
|
$314,416
0.0% of portfolio
|
Q1 2024
Added 5.73%
|