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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
35,429
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
34,683
shares
|
$1.5 Million
0.61% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
29,427
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
29,053
shares
|
$1.26 Million
0.51% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
26,656
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24,009
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
23,313
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2025
Reduced 35.21%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
22,998
shares
|
$994,893
0.28% of portfolio
|
Q3 2025
Reduced 28.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
22,952
shares
|
$992,903
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
22,424
shares
|
$970,062
0.03% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
22,379
shares
|
$968,115
0.59% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
22,141
shares
|
$957,819
0.04% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,725
shares
|
$939,823
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
19,652
shares
|
$850,145
0.3% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
19,475
shares
|
$842,488
1.89% of portfolio
|
Q3 2025
Reduced 91.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
18,881
shares
|
$816,792
0.02% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
16,789
shares
|
$726,292
0.03% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
16,465
shares
|
$712,275
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
15,528
shares
|
$671,741
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
15,352
shares
|
$664,127
0.0% of portfolio
|
Q3 2025
Added 108.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
15,155
shares
|
$655,605
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
14,044
shares
|
$607,543
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
13,403
shares
|
$579,813
0.09% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,333
shares
|
$576,785
0.0% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
12,873
shares
|
$556,885
0.09% of portfolio
|
Q3 2025
New holding
|
|