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 84 institutions that hold shares in the stock, with a total of 7.9 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
50,022
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2024
Added 46.19%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
48,628
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2024
Added 24.91%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
46,357
shares
|
$1.88 Million
0.11% of portfolio
|
Q1 2024
Added 0.34%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
44,255
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
43,536
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2024
Added 30.76%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
43,385
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2024
Added 0.24%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
41,814
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 33.13%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,201
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2023
Added 36.2%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 19, 2024 Q1 2024 |
35,505
shares
|
$1.44 Million
0.45% of portfolio
|
Q1 2024
Added 0.89%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
30,547
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
30,342
shares
|
$1.23 Million
1.05% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
25,887
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2024
Added 9.7%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
25,067
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2024
Added 17.33%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
21,939
shares
|
$890,723
0.31% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
21,813
shares
|
$885,607
0.0% of portfolio
|
Q1 2024
Added 74.6%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
20,789
shares
|
$844,033
0.03% of portfolio
|
Q1 2024
Added 109.55%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
19,669
shares
|
$798,561
0.01% of portfolio
|
Q1 2024
Added 2.05%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Apr 26, 2024 Q1 2024 |
19,064
shares
|
$773,998
0.44% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Secure Asset Management, LLC
|
Apr 30, 2024 Q1 2024 |
17,816
shares
|
$723,329
0.19% of portfolio
|
Q1 2024
Added 33.35%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
17,612
shares
|
$715,047
0.0% of portfolio
|
Q2 2022
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
14,074
shares
|
$571,404
0.0% of portfolio
|
Q1 2024
Added 4.39%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
12,984
shares
|
$527,150
0.0% of portfolio
|
Q2 2023
Reduced 3.71%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,868
shares
|
$522,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
10,222
shares
|
$415,013
0.1% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
9,872
shares
|
$400,803
0.02% of portfolio
|
Q1 2024
New holding
|