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 129 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $632 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
110,166
shares
|
$5 Million
0.0% of portfolio
|
Q2 2025
Added 47.98%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
107,934
shares
|
$4.9 Million
1.09% of portfolio
|
Q2 2025
Reduced 55.92%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
107,934
shares
|
$4.9 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
100,764
shares
|
$4.57 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
97,362
shares
|
$4.42 Million
2.19% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
91,505
shares
|
$4.15 Million
0.06% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
83,936
shares
|
$3.81 Million
0.03% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
79,551
shares
|
$3.61 Million
0.48% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
76,192
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Added 33.16%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
68,629
shares
|
$3.11 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
64,638
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
61,724
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.44%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
59,423
shares
|
$2.7 Million
0.49% of portfolio
|
Q2 2025
Added 39.36%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
50,446
shares
|
$2.29 Million
0.68% of portfolio
|
Q2 2025
Added 74.73%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
49,656
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
49,313
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2025
Added 93.13%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
48,760
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
45,420
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
45,389
shares
|
$2.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
45,171
shares
|
$2.05 Million
0.55% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
44,400
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 63.42%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
44,255
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
41,900
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,235
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,201
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2023
Added 36.2%
|