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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,458
shares
|
$396,479
0.01% of portfolio
|
Q4 2024
Added 78.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,948
shares
|
$375,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,657
shares
|
$362,901
0.0% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,297
shares
|
$347,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
7,892
shares
|
$330,832
0.27% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,459
shares
|
$312,681
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
7,459
shares
|
$312,681
0.04% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,344
shares
|
$307,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,189
shares
|
$301,362
0.08% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
6,856
shares
|
$287,403
0.02% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
6,257
shares
|
$262,293
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,870
shares
|
$246,070
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
5,680
shares
|
$238,105
0.06% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,472
shares
|
$229,386
0.07% of portfolio
|
Q4 2024
Reduced 89.47%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
5,081
shares
|
$212,995
0.08% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,959
shares
|
$207,881
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
4,900
shares
|
$205,408
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,857
shares
|
$203,605
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,830
shares
|
$202,473
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,618
shares
|
$193,586
0.01% of portfolio
|
Q4 2024
Added 284.83%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$157,200
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,539
shares
|
$148,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,871
shares
|
$120,352
0.0% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,351
shares
|
$98,553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
2,217
shares
|
$92,936
0.03% of portfolio
|
N/A
|