OUSM institutional holders

ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF · 13F, 2026Q2

Managers holding124
Shares held11,623,783
Reported value$552.3m
Quarter flows16 new, 33 added, 52 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERIPRISE FINANCIAL INC1,505,621$71.5m0.0%
RAYMOND JAMES FINANCIAL INC1,391,063$66.1m0.0%
MORGAN STANLEY1,261,048$59.9m0.0%
Cetera Investment Advisers1,099,240$52.2m0.0%
Sanctuary Advisors, LLC898,228$42.7m0.2%
LPL Financial LLC537,450$25.5m0.0%
Stonehearth Capital Management, LLC377,783$18.0m6.1%
Thrivent Financial for Lutherans306,034$14.5m0.0%
BANK OF AMERICA CORP /DE/303,822$14.4m0.0%
WELLS FARGO & COMPANY/MN254,059$12.1m0.0%
UBS Group AG234,116$11.1m0.0%
FSA WEALTH PARTNERS, INC.210,010$10.0m2.5%
ROYAL BANK OF CANADA191,660$9.1m0.0%
Mason & Associates Inc138,643$6.6m1.1%
Hamrick Investment Counsel, llc135,722$6.4m4.3%
Cambridge Investment Research Advisors, Inc.135,102$6.4m0.0%
Steward Partners Investment Advisory, LLC129,166$6.1m0.0%
Park Edge Advisors, LLC127,116$6.0m1.3%
MML INVESTORS SERVICES, LLC114,497$5.4m0.0%
CASTLE WEALTH MANAGEMENT LLC105,822$5.0m1.5%
JONES FINANCIAL COMPANIES LLLP101,025$4.8m0.0%
ENVESTNET ASSET MANAGEMENT INC97,113$4.6m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO94,447$4.5m0.0%
LEVEL FOUR ADVISORY SERVICES, LLC88,604$4.2m0.1%
Premier Path Wealth Partners, LLC84,732$4.0m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("OUSM"). OUSM price history · All 13F data

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