Institutional Ownership Alps ETF Tr Oshares U S Small (OUSM)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,992,713
shares
|
$86.2 Million
0.02% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,685,353
shares
|
$72.9 Million
0.0% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,367,752
shares
|
$59.2 Million
0.02% of portfolio
|
Q3 2025
Added 134.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,081,707
shares
|
$46.8 Million
0.06% of portfolio
|
Q3 2025
Added 623.97%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
902,661
shares
|
$39 Million
0.22% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
774,152
shares
|
$33.5 Million
0.22% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
622,899
shares
|
$26.9 Million
0.81% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
595,672
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
560,831
shares
|
$24.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
534,193
shares
|
$23.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
485,472
shares
|
$21 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
389,085
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
355,282
shares
|
$15.4 Million
6.62% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,896
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
275,369
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2025
Added 37.74%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
226,868
shares
|
$9.81 Million
2.83% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,123
shares
|
$8.87 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
188,966
shares
|
$8.17 Million
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
166,648
shares
|
$7.21 Million
2.92% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
160,384
shares
|
$6.94 Million
0.27% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
132,530
shares
|
$5.73 Million
1.26% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
125,634
shares
|
$5.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
121,876
shares
|
$5.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
118,580
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
110,113
shares
|
$4.76 Million
1.09% of portfolio
|
Q3 2025
Added 2.02%
|