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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,060
shares
|
$86,355
0.01% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,613
shares
|
$67,616
0.0% of portfolio
|
Q3 2024
Reduced 63.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$64,850
0.0% of portfolio
|
Q2 2022
Added 188.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,410
shares
|
$59,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,015
shares
|
$42,548
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,007
shares
|
$42,213
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$41,920
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
850
shares
|
$35,632
0.02% of portfolio
|
Q2 2024
Reduced 86.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
788
shares
|
$33,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
700
shares
|
$29,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
601
shares
|
$25,193
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
561
shares
|
$23,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
495
shares
|
$20,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
360
shares
|
$15,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
315
shares
|
$13,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
275
shares
|
$11,528
0.0% of portfolio
|
Q4 2024
Reduced 38.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
197
shares
|
$8,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
165
shares
|
$6,916
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
139
shares
|
$5,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
106
shares
|
$4,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
83
shares
|
$3,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
64
shares
|
$2,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|