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 104 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $500 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
75,540
shares
|
$3.55 Million
0.54% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
67,417
shares
|
$3.17 Million
2.43% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
64,000
shares
|
$3.01 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
61,505
shares
|
$2.89 Million
0.89% of portfolio
|
Q3 2024
Added 113.78%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
56,171
shares
|
$2.64 Million
0.93% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
55,133
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Added 6229.85%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
52,570
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
51,965
shares
|
$2.44 Million
0.69% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
49,527
shares
|
$2.33 Million
1.01% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,938
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
44,311
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
44,255
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
43,385
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
41,115
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,201
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2023
Added 36.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
35,347
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
32,981
shares
|
$1.55 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
31,349
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
29,715
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
28,336
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
27,847
shares
|
$1.31 Million
1.07% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,649
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
24,291
shares
|
$1.14 Million
0.77% of portfolio
|
Q2 2024
Reduced 19.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
22,625
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 71.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
21,491
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 0.42%
|