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 7.4 Million shares, which have been reported (via 13F filing form) to have a value of $400 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,758
shares
|
$743,619
0.02% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,294
shares
|
$718,540
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
12,362
shares
|
$668,166
0.08% of portfolio
|
Q3 2024
Added 118.1%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
11,778
shares
|
$636,600
0.23% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
11,673
shares
|
$630,925
0.03% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,535
shares
|
$623,466
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
11,303
shares
|
$610,927
0.52% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
10,227
shares
|
$552,769
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
10,117
shares
|
$546,823
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,926
shares
|
$536,500
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,699
shares
|
$524,230
0.02% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,062
shares
|
$489,801
0.02% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
8,168
shares
|
$441,480
0.03% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7,812
shares
|
$422,238
0.0% of portfolio
|
Q3 2024
Added 39.77%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,777
shares
|
$420,346
0.0% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,638
shares
|
$412,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,442
shares
|
$402,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,397
shares
|
$399,807
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
7,383
shares
|
$399,051
0.06% of portfolio
|
Q4 2023
Reduced 3.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,359
shares
|
$397,753
0.01% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,170
shares
|
$387,538
0.0% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,013
shares
|
$379,052
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,867
shares
|
$371,161
0.0% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
6,743
shares
|
$364,459
0.2% of portfolio
|
Q1 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,693
shares
|
$361,756
0.0% of portfolio
|
Q3 2024
Added 8.34%
|