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 |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
12,738
shares
|
$551,045
0.2% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
12,447
shares
|
$538,457
0.31% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
11,633
shares
|
$503,243
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
11,580
shares
|
$500,950
0.02% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
10,502
shares
|
$454,316
0.33% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
9,737
shares
|
$421,222
0.09% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,798
shares
|
$380,601
0.09% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
8,305
shares
|
$359,274
0.16% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
8,180
shares
|
$353,866
0.0% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,711
shares
|
$333,577
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,608
shares
|
$329,122
0.0% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
7,578
shares
|
$327,824
0.06% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
7,441
shares
|
$321,897
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,367
shares
|
$318,696
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
7,261
shares
|
$314,110
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
7,234
shares
|
$312,942
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
6,690
shares
|
$289,409
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
6,564
shares
|
$283,958
0.01% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,664
shares
|
$245,024
0.01% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
5,480
shares
|
$237,064
0.07% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,228
shares
|
$226,163
0.0% of portfolio
|
Q3 2025
Added 77.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,830
shares
|
$208,945
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
4,821
shares
|
$208,556
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,095
shares
|
$177,149
0.01% of portfolio
|
Q3 2025
Added 75.75%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
3,750
shares
|
$162,225
0.08% of portfolio
|
Q1 2024
New holding
|
|