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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
20,523
shares
|
$964,375
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
19,566
shares
|
$919,406
0.27% of portfolio
|
Q3 2024
Added 39.94%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,843
shares
|
$885,432
0.0% of portfolio
|
Q3 2024
Added 101.96%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
18,799
shares
|
$883,365
0.38% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
17,612
shares
|
$827,587
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,890
shares
|
$746,671
0.01% of portfolio
|
Q3 2024
Added 97.2%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
14,563
shares
|
$684,315
0.34% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,377
shares
|
$675,575
0.0% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,649
shares
|
$547,386
0.0% of portfolio
|
Q3 2024
Reduced 18.53%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,606
shares
|
$545,365
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
11,516
shares
|
$541,136
0.01% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,200
shares
|
$526,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
10,223
shares
|
$480,378
0.1% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,183
shares
|
$478,499
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
9,689
shares
|
$455,286
0.0% of portfolio
|
Q3 2024
Added 81.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,549
shares
|
$448,707
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,657
shares
|
$406,792
0.0% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,297
shares
|
$389,876
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,173
shares
|
$384,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,556
shares
|
$355,056
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,451
shares
|
$350,122
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
7,342
shares
|
$345,000
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,748
shares
|
$317,088
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,735
shares
|
$316,477
0.08% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
6,535
shares
|
$307,079
0.23% of portfolio
|
Q3 2024
New holding
|