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 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $679 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
12,738
shares
|
$551,045
0.2% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
12,447
shares
|
$538,457
0.31% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,633
shares
|
$503,243
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
10,231
shares
|
$442,593
0.31% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
9,750
shares
|
$421,785
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
9,737
shares
|
$421,222
0.08% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
9,668
shares
|
$418,237
0.01% of portfolio
|
Q4 2025
Reduced 16.51%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
9,561
shares
|
$413,608
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
8,515
shares
|
$368,358
0.08% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
8,305
shares
|
$359,274
0.16% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jan 27, 2026 Q4 2025 |
7,980
shares
|
$345,214
0.09% of portfolio
|
Q4 2025
Reduced 96.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
7,851
shares
|
$339,634
0.0% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
7,815
shares
|
$338,076
0.06% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,711
shares
|
$333,577
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,608
shares
|
$329,122
0.0% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
7,441
shares
|
$321,897
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,367
shares
|
$318,696
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
7,261
shares
|
$314,110
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
7,242
shares
|
$313,288
0.04% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
6,690
shares
|
$289,409
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
6,564
shares
|
$283,958
0.01% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,664
shares
|
$245,024
0.01% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
5,480
shares
|
$237,064
0.07% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,228
shares
|
$226,163
0.0% of portfolio
|
Q3 2025
Added 77.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,830
shares
|
$208,945
0.12% of portfolio
|
Q3 2024
New holding
|
|