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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
12,926
shares
|
$676,159
0.19% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
12,501
shares
|
$653,927
0.25% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,535
shares
|
$603,395
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,213
shares
|
$586,552
0.02% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
10,849
shares
|
$567,511
0.38% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
10,455
shares
|
$546,901
0.0% of portfolio
|
Q1 2025
Added 257.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,285
shares
|
$538,008
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,156
shares
|
$531,260
0.02% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9,956
shares
|
$520,798
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,062
shares
|
$474,033
0.02% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
9,056
shares
|
$473,719
0.02% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,036
shares
|
$472,673
0.0% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,019
shares
|
$471,783
0.0% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,710
shares
|
$455,620
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
8,142
shares
|
$425,908
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,734
shares
|
$404,565
0.01% of portfolio
|
Q1 2025
Added 25.21%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
7,580
shares
|
$396,509
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
7,483
shares
|
$391,435
0.05% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,202
shares
|
$376,736
0.01% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,200
shares
|
$376,632
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,195
shares
|
$376,370
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,170
shares
|
$375,062
0.0% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,922
shares
|
$362,089
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,867
shares
|
$359,212
0.0% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
6,743
shares
|
$352,726
0.19% of portfolio
|
Q1 2021
New holding
|