Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 8.07% |
$4.62M - $5.34M
|
1.64M
$74.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
108KNew |
$4.07M - $4.7M
|
108K
$4.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.8K+ 9.44% |
$2.94M - $3.39M
|
903K
$41M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73K+ 14.31% |
$2.76M - $3.18M
|
583K
$26.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
49.7KNew |
$1.87M - $2.16M
|
49.7K
$2.25M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
45.4KNew |
$1.71M - $1.98M
|
45.4K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 47.98% |
$1.35M - $1.56M
|
110K
$5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
35K+ 2.23% |
$1.32M - $1.52M
|
1.6M
$72.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
31.5K+ 15.66% |
$1.19M - $1.37M
|
232K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 4.89% |
$1.05M - $1.21M
|
596K
$27.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27.7K+ 13.08% |
$1.05M - $1.21M
|
239K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.8K+ 93.13% |
$897K - $1.04M
|
49.3K
$2.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21.6K+ 74.73% |
$814K - $939K
|
50.4K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.1KNew |
$798K - $920K
|
21.1K
$959K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.6K+ 15.08% |
$739K - $853K
|
149K
$6.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19K+ 33.16% |
$716K - $826K
|
76.2K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 3.39% |
$687K - $792K
|
555K
$25.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
16.8K+ 39.36% |
$633K - $731K
|
59.4K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.3KNew |
$616K - $711K
|
16.3K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16K+ 4.56% |
$605K - $698K
|
368K
$16.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.8K+ 14.66% |
$597K - $688K
|
124K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 10.48% |
$453K - $523K
|
127K
$5.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.8K+ 12.0% |
$370K - $427K
|
91.5K
$4.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.98KNew |
$339K - $391K
|
8.98K
$408K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.58K+ 11.39% |
$324K - $374K
|
83.9K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.41K+ 35.29% |
$317K - $366K
|
32.2K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.83KNew |
$295K - $341K
|
7.83K
$355K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.52K+ 36.86% |
$284K - $328K
|
27.9K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.21K+ 19.4% |
$234K - $270K
|
38.2K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6.08KNew |
$229K - $265K
|
6.08K
$276K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
3.82K+ 4.08% |
$144K - $166K
|
97.4K
$4.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.61K+ 23.38% |
$136K - $157K
|
19.1K
$865K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.29K+ 2.71% |
$124K - $143K
|
125K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33KNew |
$87.9K - $101K
|
2.33K
$106K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 6.6% |
$84.6K - $97.6K
|
36.2K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.09K+ 19.57% |
$78.7K - $90.8K
|
12.7K
$578K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 9.46% |
$77.9K - $89.9K
|
23.9K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.04K+ 38.33% |
$76.9K - $88.7K
|
7.36K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 18.16% |
$72.1K - $83.2K
|
12.4K
$564K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.33K+ 67.4% |
$50K - $57.7K
|
3.29K
$149K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.28KNew |
$48.1K - $55.6K
|
1.28K
$57.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.26K+ 1.61% |
$47.5K - $54.8K
|
79.6K
$3.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 5.34% |
$45.4K - $52.4K
|
23.7K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$40.4K - $46.7K
|
1.07K
$48.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1KNew |
$37.7K - $43.5K
|
1K
$45.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
931+ 14.37% |
$35.1K - $40.5K
|
7.41K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
830+ 5.5% |
$31.3K - $36.1K
|
15.9K
$722K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
735+ 10.69% |
$27.7K - $32K
|
7.61K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
665+ 5.52% |
$25.1K - $29K
|
12.7K
$577K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
453+ 8.72% |
$17.1K - $19.7K
|
5.65K
$256K
|