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 |
|---|---|---|---|---|---|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
115,424
shares
|
$4.75 Million
2.89% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
114,609
shares
|
$4.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
107,838
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.44%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
101,315
shares
|
$4.17 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
93,547
shares
|
$3.85 Million
2.21% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
81,704
shares
|
$3.36 Million
0.06% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
81,691
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
78,292
shares
|
$3.22 Million
0.51% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
75,352
shares
|
$3.1 Million
0.03% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
74,447
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
68,687
shares
|
$2.83 Million
2.26% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
64,638
shares
|
$2.66 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
57,217
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 30.64%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
53,064
shares
|
$2.18 Million
0.14% of portfolio
|
Q1 2025
Added 63.99%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
51,750
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
48,584
shares
|
$2 Million
0.63% of portfolio
|
Q1 2025
Reduced 27.5%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
44,255
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
42,904
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
42,639
shares
|
$1.75 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
42,455
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
42,031
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
39,843
shares
|
$1.64 Million
0.72% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,201
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2023
Added 36.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,114
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 391.75%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
33,937
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.32%
|