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 123 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $565 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
28,396
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
27,620
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
26,262
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 82.67%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
26,168
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,501
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
23,726
shares
|
$994,593
0.03% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
23,227
shares
|
$973,675
0.33% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
21,513
shares
|
$901,824
0.62% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
21,061
shares
|
$882,877
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
20,836
shares
|
$873,445
0.73% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,941
shares
|
$835,926
0.01% of portfolio
|
Q4 2024
Added 25.49%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
19,494
shares
|
$817,188
0.38% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
16,194
shares
|
$678,852
0.29% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
15,952
shares
|
$668,707
0.35% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,414
shares
|
$646,154
0.02% of portfolio
|
Q4 2024
Added 225.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
14,839
shares
|
$622,050
0.0% of portfolio
|
Q4 2024
Reduced 63.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
14,046
shares
|
$588,808
0.02% of portfolio
|
Q4 2024
Added 21.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,363
shares
|
$560,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,144
shares
|
$550,996
0.0% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
12,475
shares
|
$522,952
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,040
shares
|
$462,796
0.17% of portfolio
|
Q4 2024
Added 63.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,427
shares
|
$437,099
0.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
10,395
shares
|
$435,758
0.1% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
9,769
shares
|
$409,516
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,562
shares
|
$400,839
0.02% of portfolio
|
Q4 2024
Added 26.55%
|