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 99 institutions that hold shares in the stock, with a total of 8.99 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,377
shares
|
$634,744
0.0% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
14,298
shares
|
$631,256
0.0% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
13,982
shares
|
$617,305
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
13,181
shares
|
$581,941
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
11,516
shares
|
$508,431
0.01% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
10,223
shares
|
$451,345
0.1% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,183
shares
|
$449,579
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
9,689
shares
|
$427,769
0.0% of portfolio
|
Q3 2024
Added 81.88%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
9,330
shares
|
$411,919
0.0% of portfolio
|
Q2 2024
Added 351.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
8,657
shares
|
$382,206
0.0% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,297
shares
|
$366,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,173
shares
|
$360,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
8,058
shares
|
$355,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,556
shares
|
$333,597
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
7,342
shares
|
$324,149
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,748
shares
|
$297,924
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,735
shares
|
$297,350
0.08% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
6,535
shares
|
$288,520
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
6,249
shares
|
$275,893
0.04% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,121
shares
|
$270,242
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,770
shares
|
$254,745
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
5,680
shares
|
$250,772
0.07% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
5,424
shares
|
$239,469
0.1% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,311
shares
|
$234,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
5,257
shares
|
$232,096
0.0% of portfolio
|
Q2 2024
New holding
|