Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.5K+ 156.81% |
$1.31M - $1.37M
|
50K
$2.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
12.7K+ 3.58% |
$547K - $569K
|
368K
$15.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
9.75KNew |
$420K - $436K
|
9.75K
$422K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.56KNew |
$411K - $427K
|
9.56K
$414K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.78K+ 4.91% |
$162K - $169K
|
80.7K
$3.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
882+ 1.53% |
$38K - $39.4K
|
58.4K
$2.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
783+ 3.41% |
$33.7K - $35K
|
23.7K
$1.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
237+ 3.13% |
$10.2K - $10.6K
|
7.82K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
228+ 1.62% |
$9.81K - $10.2K
|
14.3K
$617K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
175+ 40.89% |
$7.53K - $7.82K
|
603
$26.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 0.73% |
$516 - $536
|
1.66K
$71.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
9+ 16.67% |
$387 - $402
|
63
$2.73K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.11% |
$344 - $358
|
7.24K
$313K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-271- 2.58% |
$11.7K - $12.1K
|
10.2K
$443K
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-283- 3.22% |
$12.2K - $12.7K
|
8.52K
$368K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-329- 4.02% |
$14.2K - $14.7K
|
7.85K
$340K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-872- 5.3% |
$37.5K - $39K
|
15.6K
$675K
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.39K- 2.65% |
$59.8K - $62.1K
|
51K
$2.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.91K- 16.51% |
$82.3K - $85.5K
|
9.67K
$418K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.46K- 4.81% |
$192K - $199K
|
88.1K
$3.81M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.7K- 35.78% |
$763K - $792K
|
31.8K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-21.8K- 62.85% |
$938K - $974K
|
12.9K
$557K
|
|