Institutional Ownership Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $394 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
57,097
shares
|
$2.91 Million
0.2% of portfolio
|
Q3 2022
Reduced 3.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
55,881
shares
|
$2.85 Million
0.04% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
55,159
shares
|
$2.82 Million
1.16% of portfolio
|
Q1 2023
Reduced 21.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
42,942
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
39,819
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.76%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
35,666
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
34,662
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
34,630
shares
|
$1.77 Million
0.46% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
33,697
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
32,533
shares
|
$1.66 Million
0.32% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,314
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,154
shares
|
$1.59 Million
0.05% of portfolio
|
Q2 2022
Added 0.09%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
30,825
shares
|
$1.57 Million
1.38% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
28,341
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
27,405
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,660
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
22,635
shares
|
$1.16 Million
0.28% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,587
shares
|
$1.15 Million
0.42% of portfolio
|
Q1 2024
Added 16.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,878
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
21,431
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 92.19%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
20,022
shares
|
$1.02 Million
0.33% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15,956
shares
|
$814,553
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,798
shares
|
$704,387
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
13,676
shares
|
$698,159
0.0% of portfolio
|
Q4 2024
Added 75.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,592
shares
|
$693,871
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|