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 128 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 $624 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,641,689
shares
|
$73.6 Million
0.02% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,602,812
shares
|
$71.9 Million
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
902,661
shares
|
$40.5 Million
0.22% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
774,152
shares
|
$34.7 Million
0.22% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
762,820
shares
|
$34.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
608,179
shares
|
$27.3 Million
0.88% of portfolio
|
Q2 2025
Reduced 27.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
596,483
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
583,401
shares
|
$26.2 Million
0.01% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
554,954
shares
|
$24.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
504,394
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
367,545
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
350,366
shares
|
$15.7 Million
6.76% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,896
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
239,493
shares
|
$10.7 Million
1.42% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
232,347
shares
|
$10.4 Million
2.94% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,123
shares
|
$9.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
199,916
shares
|
$8.97 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
179,828
shares
|
$8.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
174,159
shares
|
$7.81 Million
0.94% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
149,413
shares
|
$6.7 Million
0.01% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
140,654
shares
|
$6.31 Million
0.24% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
126,623
shares
|
$5.68 Million
0.02% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
124,832
shares
|
$5.6 Million
1.3% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
123,650
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
113,463
shares
|
$5.09 Million
2.74% of portfolio
|
Q2 2025
Reduced 1.7%
|