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 130 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
100,911
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2025
Added 32.44%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
98,506
shares
|
$4.26 Million
2.06% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
92,577
shares
|
$4 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
85,245
shares
|
$3.69 Million
0.49% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
78,706
shares
|
$3.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
76,933
shares
|
$3.33 Million
0.59% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
76,000
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2025
Added 71.17%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
68,928
shares
|
$2.98 Million
1.75% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
67,504
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
64,638
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
63,543
shares
|
$2.75 Million
0.86% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
57,554
shares
|
$2.49 Million
0.66% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
52,402
shares
|
$2.27 Million
1.07% of portfolio
|
Q3 2025
Reduced 53.82%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
49,541
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
47,285
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
46,979
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
46,658
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
45,099
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
44,716
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
44,300
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
44,255
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
43,117
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
37,201
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2023
Added 36.2%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
36,308
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 71.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
35,922
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 51.31%
|
|