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 7.98 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,592
shares
|
$754,763
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,430
shares
|
$745,767
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
12,159
shares
|
$675,189
0.21% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,535
shares
|
$640,538
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
11,313
shares
|
$628,210
0.36% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,223
shares
|
$623,213
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,726
shares
|
$595,614
0.02% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
10,726
shares
|
$595,614
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
9,934
shares
|
$551,635
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,245
shares
|
$513,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,062
shares
|
$503,212
0.02% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,020
shares
|
$500,880
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,905
shares
|
$494,494
0.01% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,710
shares
|
$483,666
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
8,183
shares
|
$454,401
0.05% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,173
shares
|
$453,846
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,972
shares
|
$442,685
0.02% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
7,840
shares
|
$435,355
0.19% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,278
shares
|
$404,147
0.01% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
7,236
shares
|
$401,815
0.01% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,200
shares
|
$399,816
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,170
shares
|
$398,150
0.0% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,867
shares
|
$381,324
0.0% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,854
shares
|
$380,602
0.0% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
6,848
shares
|
$380,269
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|