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 93 institutions that hold shares in the stock, with a total of 8.81 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,269,338
shares
|
$56.7 Million
0.01% of portfolio
|
Q2 2024
Added 8.14%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
939,939
shares
|
$42 Million
0.0% of portfolio
|
Q1 2024
Added 6.42%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
699,760
shares
|
$31.3 Million
0.21% of portfolio
|
Q2 2024
Added 17.27%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
560,562
shares
|
$25.1 Million
0.01% of portfolio
|
Q2 2024
Added 4.58%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
550,119
shares
|
$24.6 Million
0.05% of portfolio
|
Q2 2024
Added 16.67%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
509,645
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
455,010
shares
|
$20.3 Million
0.0% of portfolio
|
Q2 2024
Added 14.09%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
450,081
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2024
Added 14.8%
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
351,811
shares
|
$15.7 Million
6.39% of portfolio
|
Q3 2024
Added 1.32%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
284,201
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2024
Added 54.87%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
254,706
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
190,260
shares
|
$8.5 Million
0.01% of portfolio
|
Q2 2024
Added 25.3%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
180,406
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2024
Added 23.69%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
138,355
shares
|
$6.18 Million
2.01% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
121,594
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Aug 13, 2024 Q2 2024 |
98,383
shares
|
$4.4 Million
2.64% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
91,770
shares
|
$4.1 Million
0.18% of portfolio
|
Q2 2024
Added 97.96%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
89,152
shares
|
$3.98 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
83,898
shares
|
$3.75 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
74,736
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
71,620
shares
|
$3.2 Million
0.5% of portfolio
|
Q2 2024
Added 17.79%
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
69,186
shares
|
$3.09 Million
1.69% of portfolio
|
Q2 2024
Added 9.54%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
67,052
shares
|
$3 Million
0.55% of portfolio
|
Q2 2024
Added 276.36%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
64,000
shares
|
$2.86 Million
0.03% of portfolio
|
Q2 2022
New holding
|
|
Barnes Pettey Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
62,816
shares
|
$2.81 Million
2.23% of portfolio
|
Q2 2024
Reduced 0.44%
|