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 125 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $575 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,567,814
shares
|
$64.5 Million
0.0% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,519,111
shares
|
$62.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
836,574
shares
|
$34.4 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
824,816
shares
|
$33.9 Million
0.22% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
787,317
shares
|
$32.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
774,152
shares
|
$31.8 Million
0.22% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
568,693
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
536,757
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
530,906
shares
|
$21.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
510,378
shares
|
$21 Million
0.01% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
351,897
shares
|
$14.5 Million
6.19% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
351,517
shares
|
$14.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
279,896
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
248,703
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.35%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
244,872
shares
|
$10.1 Million
2.65% of portfolio
|
Q1 2025
Added 547.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
211,787
shares
|
$8.71 Million
1.59% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,123
shares
|
$8.44 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
200,894
shares
|
$8.26 Million
2.76% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
200,795
shares
|
$8.26 Million
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
174,988
shares
|
$7.2 Million
0.32% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
174,159
shares
|
$7.16 Million
0.94% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
159,687
shares
|
$6.57 Million
3.15% of portfolio
|
Q1 2025
Added 61.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
129,831
shares
|
$5.34 Million
0.01% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
121,542
shares
|
$5 Million
1.33% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
121,371
shares
|
$4.99 Million
0.01% of portfolio
|
Q1 2025
New holding
|