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 105 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $477 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
|
$58.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
982,967
shares
|
$44.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
754,871
shares
|
$34 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
735,117
shares
|
$33.1 Million
0.22% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
716,042
shares
|
$32.2 Million
0.01% of portfolio
|
Q3 2024
Added 27.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
573,341
shares
|
$25.8 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 Million
0.01% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
531,778
shares
|
$23.9 Million
0.0% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
526,998
shares
|
$23.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
350,825
shares
|
$15.8 Million
6.22% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
289,071
shares
|
$13 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
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,123
shares
|
$9.23 Million
0.01% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
195,922
shares
|
$8.81 Million
0.01% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
181,594
shares
|
$8.17 Million
1.67% of portfolio
|
Q4 2024
Added 33.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
156,728
shares
|
$7.05 Million
0.31% of portfolio
|
Q3 2024
Added 70.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
135,284
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2024
Added 81.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
118,531
shares
|
$5.33 Million
0.02% of portfolio
|
Q3 2024
Added 99.17%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
115,994
shares
|
$5.22 Million
1.24% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
112,730
shares
|
$5.07 Million
2.75% of portfolio
|
Q4 2024
Reduced 23.84%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
102,055
shares
|
$4.59 Million
0.56% of portfolio
|
Q4 2024
Added 18.89%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
88,648
shares
|
$3.99 Million
2.11% of portfolio
|
Q3 2024
Added 28.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
87,621
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
79,620
shares
|
$3.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
77,432
shares
|
$3.48 Million
0.52% of portfolio
|
Q4 2024
Added 2.5%
|