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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
11,311
shares
|
$513,293
0.36% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
9,737
shares
|
$441,865
0.09% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
8,984
shares
|
$407,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,637
shares
|
$391,947
0.0% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
7,926
shares
|
$359,681
0.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
7,831
shares
|
$355,370
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,711
shares
|
$349,925
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
7,659
shares
|
$347,565
0.08% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,608
shares
|
$345,251
0.0% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
7,408
shares
|
$336,175
0.14% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,367
shares
|
$334,314
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,355
shares
|
$333,769
0.0% of portfolio
|
Q2 2025
Added 38.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
7,229
shares
|
$328,052
0.04% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
6,944
shares
|
$315,118
0.03% of portfolio
|
Q2 2025
Reduced 55.25%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,929
shares
|
$314,438
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,907
shares
|
$313,439
0.01% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
6,124
shares
|
$277,907
0.01% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
6,079
shares
|
$275,865
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,680
shares
|
$257,758
0.07% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,645
shares
|
$256,170
0.03% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,830
shares
|
$219,185
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
4,821
shares
|
$218,776
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,063
shares
|
$184,378
0.0% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$170,175
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
3,291
shares
|
$149,345
0.06% of portfolio
|
Q2 2025
Added 67.4%
|