Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
837KNew |
$34.5M - $37.6M
|
837K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
331K+ 26.78% |
$13.7M - $14.9M
|
1.57M
$67M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
207K+ 547.57% |
$8.54M - $9.31M
|
245K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
121KNew |
$5.01M - $5.46M
|
121K
$5.19M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
61K+ 61.79% |
$2.52M - $2.74M
|
160K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.9K+ 6.71% |
$2.14M - $2.33M
|
825K
$35.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
42.6KNew |
$1.76M - $1.92M
|
42.6K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
42.5KNew |
$1.75M - $1.91M
|
42.5K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42KNew |
$1.73M - $1.89M
|
42K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41K+ 46.15% |
$1.69M - $1.84M
|
130K
$5.55M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.3K+ 7.44% |
$1.46M - $1.59M
|
510K
$21.8M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
33.6K+ 20.1% |
$1.39M - $1.51M
|
201K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 5.96% |
$1.25M - $1.36M
|
537K
$22.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.2K+ 16.63% |
$1.25M - $1.36M
|
212K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8K+ 391.75% |
$1.19M - $1.29M
|
36.1K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20.7K+ 63.99% |
$854K - $931K
|
53.1K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18KNew |
$741K - $807K
|
18K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.1KNew |
$623K - $679K
|
15.1K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.9KNew |
$575K - $626K
|
13.9K
$595K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 30.64% |
$554K - $604K
|
57.2K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.8K+ 115.88% |
$528K - $575K
|
23.8K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 18.39% |
$477K - $520K
|
74.4K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 1.38% |
$443K - $483K
|
787K
$33.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.98K+ 60.49% |
$370K - $404K
|
23.8K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.27K+ 12.33% |
$341K - $372K
|
75.4K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.59K+ 4.53% |
$313K - $341K
|
175K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$304K - $332K
|
7.38K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.05K+ 9.44% |
$291K - $317K
|
81.7K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$286K - $312K
|
6.93K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.48KNew |
$267K - $291K
|
6.48K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.64K+ 24.3% |
$233K - $254K
|
28.9K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.57K+ 109.66% |
$230K - $251K
|
10.7K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.55K+ 4.78% |
$229K - $250K
|
122K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.32KNew |
$219K - $239K
|
5.32K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
4.82KNew |
$199K - $217K
|
4.82K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.46K+ 27.95% |
$184K - $201K
|
20.4K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.48K+ 27.86% |
$143K - $156K
|
16K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.95K+ 1.49% |
$122K - $133K
|
201K
$8.58M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.69K+ 2.39% |
$111K - $121K
|
115K
$4.93M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.64K+ 29.45% |
$109K - $119K
|
11.6K
$495K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.53K+ 15.6% |
$104K - $114K
|
18.7K
$800K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.11K+ 8.03% |
$87K - $94.9K
|
28.4K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94K+ 2.12% |
$80.1K - $87.3K
|
93.5K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.88K+ 18.47% |
$77.5K - $84.5K
|
12K
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.78K+ 8.47% |
$73.6K - $80.2K
|
22.8K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 23.99% |
$67.9K - $74K
|
8.5K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.61K+ 446.11% |
$66.3K - $72.2K
|
1.97K
$84K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 9.98% |
$57.8K - $63.1K
|
15.4K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 1.61% |
$53.3K - $58.1K
|
81.7K
$3.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 3.75% |
$47.8K - $52.1K
|
32K
$1.37M
|