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 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
451+ 6.99% |
$17K - $19.6K
|
6.91K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
380+ 5.04% |
$14.3K - $16.5K
|
7.93K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
299+ 4.06% |
$11.3K - $13K
|
7.66K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
84+ 0.44% |
$3.17K - $3.66K
|
19.1K
$868K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
50+ 0.43% |
$1.89K - $2.18K
|
11.6K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28New |
$1.06K - $1.22K
|
28
$1.27K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 0.57% |
$377 - $435
|
1.76K
$79.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9New |
$340 - $392
|
9
$408
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$226 - $261
|
18.1K
$822K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.2% |
$75.5 - $87.1
|
1.01K
$46K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.02% |
$75.5 - $87.1
|
199
$9.03K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$37.7 - $43.5
|
1
$45.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10- 0.14% |
$377 - $435
|
7.37K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-58- 0.08% |
$2.19K - $2.53K
|
68.6K
$3.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 27.27% |
$2.83K - $3.27K
|
200
$9.08K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-94- 0.41% |
$3.55K - $4.09K
|
22.8K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 2.98% |
$4.72K - $5.44K
|
4.06K
$184K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-151- 0.98% |
$5.7K - $6.57K
|
15.3K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-181- 5.8% |
$6.83K - $7.88K
|
2.94K
$133K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-220- 69.84% |
$8.3K - $9.58K
|
95
$4.31K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-235- 3.15% |
$8.87K - $10.2K
|
7.23K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-364- 15.48% |
$13.7K - $15.8K
|
1.99K
$90.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-529- 5.15% |
$20K - $23K
|
9.74K
$442K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-532- 7.99% |
$20.1K - $23.2K
|
6.12K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-551- 0.54% |
$20.8K - $24K
|
101K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-586- 7.06% |
$22.1K - $25.5K
|
7.71K
$350K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-600- 57.14% |
$22.6K - $26.1K
|
450
$20.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-666- 4.97% |
$25.1K - $29K
|
12.7K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 2.34% |
$37.9K - $43.7K
|
41.9K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.06K- 8.53% |
$39.8K - $45.9K
|
11.3K
$513K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 12.23% |
$45.4K - $52.4K
|
8.64K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.28K- 5.37% |
$48.2K - $55.6K
|
22.5K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 0.44% |
$57.8K - $66.7K
|
350K
$15.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.96K- 1.7% |
$74K - $85.4K
|
113K
$5.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.96K- 6.92% |
$74.1K - $85.5K
|
26.4K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.99K- 5.78% |
$113K - $130K
|
48.8K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41K- 7.02% |
$129K - $149K
|
45.2K
$2.05M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.66K- 30.23% |
$214K - $246K
|
13.1K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6.81K- 17.1% |
$257K - $297K
|
33K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.2K- 25.38% |
$272K - $313K
|
21.2K
$961K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.68K- 14.46% |
$290K - $334K
|
45.4K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.58K- 55.25% |
$324K - $373K
|
6.94K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20K- 24.44% |
$753K - $869K
|
61.7K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21K- 10.44% |
$791K - $913K
|
180K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.5K- 3.11% |
$924K - $1.07M
|
763K
$34.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.7K- 68.38% |
$932K - $1.08M
|
11.4K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.5K- 4.99% |
$1M - $1.15M
|
504K
$22.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-34.3K- 19.62% |
$1.3M - $1.49M
|
141K
$6.38M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.8K- 19.62% |
$1.84M - $2.12M
|
200K
$9.07M
|