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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,121
shares
|
$128,397
0.0% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
3,071
shares
|
$126,340
0.0% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,351
shares
|
$96,720
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,217
shares
|
$91,207
0.03% of portfolio
|
N/A
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
1,966
shares
|
$80,881
0.03% of portfolio
|
Q1 2025
Added 446.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,819
shares
|
$74,833
0.0% of portfolio
|
Q1 2025
Reduced 62.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,748
shares
|
$71,912
0.02% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$63,643
0.0% of portfolio
|
Q2 2022
Added 188.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,410
shares
|
$58,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,313
shares
|
$54,016
0.0% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,050
shares
|
$43,197
0.01% of portfolio
|
Q1 2025
Added 74.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,011
shares
|
$41,592
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$41,140
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
850
shares
|
$34,969
0.02% of portfolio
|
Q2 2024
Reduced 86.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
700
shares
|
$28,798
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
670
shares
|
$27,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
561
shares
|
$23,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
315
shares
|
$12,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
275
shares
|
$11,313
0.0% of portfolio
|
Q4 2024
Reduced 38.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
197
shares
|
$8,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
165
shares
|
$6,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
106
shares
|
$4,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
64
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
32
shares
|
$1,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|