Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
932K+ 623.97% |
$39.9M - $42.6M
|
1.08M
$46.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
784K+ 134.44% |
$33.6M - $35.9M
|
1.37M
$59.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
351K+ 21.38% |
$15M - $16.1M
|
1.99M
$86.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
167KNew |
$7.13M - $7.62M
|
167K
$7.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
82.5K+ 5.15% |
$3.53M - $3.77M
|
1.69M
$72.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75.5K+ 37.74% |
$3.23M - $3.45M
|
275K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.6K+ 71.17% |
$1.35M - $1.45M
|
76K
$3.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$1.26M - $1.35M
|
29.4K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.7K+ 32.44% |
$1.06M - $1.13M
|
101K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 5.86% |
$922K - $985K
|
389K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19.7K+ 14.03% |
$844K - $902K
|
160K
$6.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
17.5K+ 29.47% |
$749K - $801K
|
76.9K
$3.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
16.5KNew |
$705K - $753K
|
16.5K
$712K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
15.5KNew |
$664K - $710K
|
15.5K
$672K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 71.76% |
$649K - $694K
|
36.3K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.7K+ 2.42% |
$630K - $673K
|
623K
$26.9M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14KNew |
$601K - $642K
|
14K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13.1K+ 25.96% |
$560K - $599K
|
63.5K
$2.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.9KNew |
$551K - $589K
|
12.9K
$557K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 27.41% |
$530K - $566K
|
57.6K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 51.31% |
$521K - $557K
|
35.9K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.14K+ 5.08% |
$391K - $418K
|
189K
$8.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.41K+ 7.64% |
$360K - $385K
|
119K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8K+ 108.73% |
$342K - $366K
|
15.4K
$664K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
7.7K+ 6.17% |
$329K - $352K
|
133K
$5.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.44KNew |
$318K - $340K
|
7.44K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.26KNew |
$311K - $332K
|
7.26K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.75K+ 24.16% |
$289K - $309K
|
34.7K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.88K+ 1.06% |
$251K - $269K
|
561K
$24.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.69K+ 7.16% |
$244K - $260K
|
85.2K
$3.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.92K+ 1.4% |
$210K - $225K
|
355K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.88K+ 12.77% |
$209K - $223K
|
43.1K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.26K+ 23.48% |
$182K - $195K
|
22.4K
$968K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.11KNew |
$133K - $142K
|
3.11K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.4K+ 5.73% |
$103K - $110K
|
44.3K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.29K+ 77.82% |
$97.9K - $105K
|
5.23K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.18K+ 2.02% |
$93.2K - $99.6K
|
110K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.91K+ 16.76% |
$81.9K - $87.5K
|
13.3K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.77K+ 75.75% |
$75.5K - $80.7K
|
4.1K
$177K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.5K+ 24.66% |
$64.1K - $68.5K
|
7.58K
$328K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 2.73% |
$53K - $56.6K
|
46.7K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.14K+ 1.17% |
$49K - $52.3K
|
98.5K
$4.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.14K+ 14.87% |
$48.7K - $52.1K
|
8.8K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.08KNew |
$46.2K - $49.3K
|
1.08K
$46.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
897+ 12.11% |
$38.4K - $41K
|
8.31K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
871+ 5.47% |
$37.3K - $39.8K
|
16.8K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
690+ 5.43% |
$29.5K - $31.6K
|
13.4K
$580K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
684New |
$29.3K - $31.3K
|
684
$29.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
683+ 3.18% |
$29.2K - $31.2K
|
22.1K
$958K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
555+ 2.62% |
$23.7K - $25.4K
|
21.7K
$940K
|