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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
3,071
shares
|
$139,361
0.0% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,940
shares
|
$133,417
0.0% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,330
shares
|
$105,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
2,217
shares
|
$100,607
0.02% of portfolio
|
N/A
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,987
shares
|
$90,170
0.0% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,819
shares
|
$82,546
0.0% of portfolio
|
Q1 2025
Reduced 62.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,758
shares
|
$79,778
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$70,202
0.0% of portfolio
|
Q2 2022
Added 188.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,313
shares
|
$59,583
0.0% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,276
shares
|
$57,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,072
shares
|
$48,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,013
shares
|
$45,969
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$45,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$45,380
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
850
shares
|
$38,573
0.02% of portfolio
|
Q2 2024
Reduced 86.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
700
shares
|
$31,766
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
561
shares
|
$25,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
450
shares
|
$20,421
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
200
shares
|
$9,076
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
199
shares
|
$9,030
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
165
shares
|
$7,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
106
shares
|
$4,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
95
shares
|
$4,311
0.0% of portfolio
|
Q2 2025
Reduced 69.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
64
shares
|
$2,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
32
shares
|
$1,452
0.0% of portfolio
|
Q1 2025
New holding
|