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 103 institutions that hold shares in the stock, with a total of 9.89 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,298,479
shares
|
$59.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
982,967
shares
|
$45 Million
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
735,117
shares
|
$33.6 Million
0.22% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
716,042
shares
|
$32.8 Million
0.01% of portfolio
|
Q3 2024
Added 27.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
573,341
shares
|
$26.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
533,409
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
531,778
shares
|
$24.3 Million
0.0% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
526,998
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
351,811
shares
|
$16.1 Million
6.39% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
289,071
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,896
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,123
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
195,922
shares
|
$8.97 Million
0.01% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
156,728
shares
|
$7.17 Million
0.31% of portfolio
|
Q3 2024
Added 70.78%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
148,010
shares
|
$6.77 Million
3.54% of portfolio
|
Q3 2024
Added 50.44%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
135,821
shares
|
$6.22 Million
1.86% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
135,284
shares
|
$6.19 Million
0.0% of portfolio
|
Q3 2024
Added 81.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
118,531
shares
|
$5.42 Million
0.02% of portfolio
|
Q3 2024
Added 99.17%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
112,088
shares
|
$5.13 Million
1.27% of portfolio
|
Q3 2024
Added 542.74%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
88,648
shares
|
$4.06 Million
2.11% of portfolio
|
Q3 2024
Added 28.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
87,621
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.94%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
85,838
shares
|
$3.93 Million
0.48% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
79,620
shares
|
$3.64 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
76,186
shares
|
$3.49 Million
0.6% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
75,540
shares
|
$3.46 Million
0.54% of portfolio
|
Q3 2024
Added 5.47%
|