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 120 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
101,945
shares
|
$4.5 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
91,606
shares
|
$4.04 Million
2.19% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
88,833
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Added 292.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
80,413
shares
|
$3.55 Million
0.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
77,432
shares
|
$3.42 Million
0.52% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
74,645
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
72,014
shares
|
$3.18 Million
2.41% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
67,079
shares
|
$2.96 Million
0.03% of portfolio
|
Q4 2024
Added 37.07%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
67,014
shares
|
$2.96 Million
0.96% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
64,351
shares
|
$2.84 Million
0.03% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
62,882
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
53,089
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
52,044
shares
|
$2.3 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
46,486
shares
|
$2.05 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
44,255
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
43,799
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 132.44%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
42,973
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
37,814
shares
|
$1.67 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,201
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2023
Added 36.2%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
35,545
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
34,943
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.14%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
34,045
shares
|
$1.5 Million
0.16% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
32,358
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
30,865
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
28,396
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 0.21%
|