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 84 institutions that hold shares in the stock, with a total of 7.9 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,173,747
shares
|
$47.8 Million
0.01% of portfolio
|
Q1 2024
Added 19.8%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
778,677
shares
|
$31.7 Million
0.0% of portfolio
|
Q1 2024
Added 6.42%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
596,693
shares
|
$24.3 Million
0.23% of portfolio
|
Q1 2024
Added 95.95%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
553,519
shares
|
$22.5 Million
0.01% of portfolio
|
Q1 2024
Added 59.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
536,006
shares
|
$21.8 Million
0.01% of portfolio
|
Q1 2024
Added 24.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
471,498
shares
|
$19.2 Million
0.04% of portfolio
|
Q1 2024
Added 51.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
398,825
shares
|
$16.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
392,045
shares
|
$16 Million
0.01% of portfolio
|
Q1 2024
Added 8.02%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 05, 2024 Q2 2024 |
347,221
shares
|
$14.1 Million
6.2% of portfolio
|
Q2 2024
Added 5.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
257,406
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2024
Added 7.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
183,504
shares
|
$7.47 Million
0.0% of portfolio
|
Q1 2024
Added 9.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
151,838
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2024
Added 99.5%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 29, 2024 Q1 2024 |
150,083
shares
|
$6.11 Million
3.01% of portfolio
|
Q1 2024
Added 3.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
145,857
shares
|
$5.93 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
138,355
shares
|
$5.63 Million
2.01% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
134,193
shares
|
$5.46 Million
0.01% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Apr 29, 2024 Q1 2024 |
98,921
shares
|
$4.03 Million
2.68% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
90,679
shares
|
$3.69 Million
0.09% of portfolio
|
Q1 2024
Added 24.31%
|
|
|
Sheets Smith Wealth Management
|
May 08, 2024 Q1 2024 |
84,302
shares
|
$3.43 Million
0.41% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
74,544
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2024
Added 49.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
64,000
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
63,163
shares
|
$2.57 Million
1.59% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
May 06, 2024 Q1 2024 |
63,095
shares
|
$2.57 Million
2.32% of portfolio
|
Q1 2024
Reduced 8.29%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 24, 2024 Q1 2024 |
60,803
shares
|
$2.47 Million
0.5% of portfolio
|
Q1 2024
Added 63.27%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
57,104
shares
|
$2.32 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.08%
|
|