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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
36,178
shares
|
$1.64 Million
0.12% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
35,983
shares
|
$1.63 Million
0.56% of portfolio
|
Q2 2025
Reduced 77.47%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
33,030
shares
|
$1.5 Million
0.61% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
32,244
shares
|
$1.46 Million
0.41% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
31,984
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
27,933
shares
|
$1.27 Million
0.55% of portfolio
|
Q2 2025
Added 36.86%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
26,407
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
23,883
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
23,740
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,751
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
21,458
shares
|
$973,764
0.04% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,170
shares
|
$960,694
0.01% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,139
shares
|
$959,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
19,134
shares
|
$868,300
0.33% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
19,060
shares
|
$864,942
0.02% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,124
shares
|
$822,467
0.51% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
15,918
shares
|
$722,358
0.03% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
15,289
shares
|
$693,814
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
13,061
shares
|
$592,708
0.21% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
12,738
shares
|
$578,050
0.2% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
12,730
shares
|
$577,687
0.0% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
12,713
shares
|
$576,915
0.08% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
12,439
shares
|
$564,481
0.02% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,633
shares
|
$527,905
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,419
shares
|
$518,194
0.0% of portfolio
|
Q2 2025
Reduced 68.38%
|