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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,583
shares
|
$476,524
0.02% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
10,653
shares
|
$438,264
0.17% of portfolio
|
Q1 2025
Added 109.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,527
shares
|
$433,080
0.01% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
10,266
shares
|
$422,343
0.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,840
shares
|
$404,817
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,501
shares
|
$349,731
0.02% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
8,297
shares
|
$341,338
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
7,546
shares
|
$310,442
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
7,464
shares
|
$307,068
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,377
shares
|
$303,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,189
shares
|
$295,755
0.08% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
6,929
shares
|
$285,059
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
6,873
shares
|
$282,755
0.0% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,656
shares
|
$273,827
0.01% of portfolio
|
Q1 2025
Reduced 36.17%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
6,477
shares
|
$266,463
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
6,456
shares
|
$265,599
0.02% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,680
shares
|
$233,675
0.07% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,319
shares
|
$218,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,317
shares
|
$218,741
0.0% of portfolio
|
Q1 2025
Reduced 60.21%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
5,192
shares
|
$213,598
0.03% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
4,900
shares
|
$201,586
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,830
shares
|
$198,706
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
4,821
shares
|
$198,335
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,188
shares
|
$172,294
0.01% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
3,750
shares
|
$154,275
0.1% of portfolio
|
Q1 2024
New holding
|