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 |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
6,249
shares
|
$267,144
0.04% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,121
shares
|
$261,672
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,770
shares
|
$246,667
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
5,680
shares
|
$242,820
0.07% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,311
shares
|
$227,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
5,077
shares
|
$217,041
0.09% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
4,900
shares
|
$209,475
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,830
shares
|
$206,482
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,739
shares
|
$202,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$198,915
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
3,750
shares
|
$160,312
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
3,539
shares
|
$151,292
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,770
shares
|
$118,417
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,351
shares
|
$100,505
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
2,217
shares
|
$94,776
0.03% of portfolio
|
N/A
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,060
shares
|
$88,065
0.01% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,613
shares
|
$68,955
0.0% of portfolio
|
Q3 2024
Reduced 63.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,547
shares
|
$66,134
0.0% of portfolio
|
Q2 2022
Added 188.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,200
shares
|
$51,300
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$42,750
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
996
shares
|
$42,579
0.0% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
850
shares
|
$36,337
0.02% of portfolio
|
Q2 2024
Reduced 86.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
561
shares
|
$23,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
495
shares
|
$21,161
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
450
shares
|
$19,237
0.0% of portfolio
|
Q3 2024
Added 157.14%
|