Institutional Ownership Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 7.84 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
12,501
shares
|
$648,301
0.25% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,535
shares
|
$598,205
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,213
shares
|
$581,506
0.02% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
10,849
shares
|
$562,629
0.38% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,285
shares
|
$533,380
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,241
shares
|
$531,098
0.0% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,062
shares
|
$469,955
0.02% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
9,056
shares
|
$469,644
0.02% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,036
shares
|
$468,606
0.0% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,710
shares
|
$451,700
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,614
shares
|
$446,722
0.02% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
8,142
shares
|
$422,244
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,104
shares
|
$420,273
0.0% of portfolio
|
Q4 2024
Added 46.65%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
7,483
shares
|
$388,068
0.05% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,263
shares
|
$376,659
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,213
shares
|
$374,066
0.0% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,202
shares
|
$373,495
0.01% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,170
shares
|
$371,836
0.0% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,922
shares
|
$358,974
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,867
shares
|
$356,122
0.0% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
6,743
shares
|
$349,691
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,583
shares
|
$341,394
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
6,430
shares
|
$333,459
0.13% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
6,177
shares
|
$320,339
0.01% of portfolio
|
Q4 2024
Added 53.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,159
shares
|
$319,405
0.0% of portfolio
|
Q1 2024
Added 5.73%
|