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 104 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
20,523
shares
|
$877,358
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
19,566
shares
|
$836,446
0.27% of portfolio
|
Q3 2024
Added 39.94%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
18,843
shares
|
$805,538
0.0% of portfolio
|
Q3 2024
Added 101.96%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
18,799
shares
|
$803,657
0.38% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
17,612
shares
|
$752,913
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,890
shares
|
$679,297
0.01% of portfolio
|
Q3 2024
Added 97.2%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
14,563
shares
|
$622,568
0.34% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,377
shares
|
$614,616
0.0% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,649
shares
|
$497,994
0.0% of portfolio
|
Q3 2024
Reduced 18.53%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,606
shares
|
$496,156
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
11,516
shares
|
$492,309
0.01% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,200
shares
|
$478,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
10,223
shares
|
$437,033
0.1% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,183
shares
|
$435,323
0.02% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,688
shares
|
$414,162
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,549
shares
|
$408,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,657
shares
|
$370,086
0.0% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,297
shares
|
$354,696
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,173
shares
|
$349,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,556
shares
|
$323,019
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,451
shares
|
$318,530
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
7,342
shares
|
$313,870
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,748
shares
|
$288,477
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,735
shares
|
$287,921
0.08% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
6,535
shares
|
$279,371
0.23% of portfolio
|
Q3 2024
New holding
|