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ALPS O'Shares U.S. Quality Dividend ETF (OUSA) Institutional Ownership

ALPS O'Shares U.S. Quality Dividend ETF logo
$55.92 +2.64 (+4.95%)
As of 02:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS O'Shares U.S. Quality Dividend ETF (BATS:OUSA)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$35.03M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.86M
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OUSA Institutional Buying and Selling by Quarter

ALPS O'Shares U.S. Quality Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Ameriprise Financial Inc.454,805$24.52M0.0%+9.7%3.016%
8/12/2025 JPMorgan Chase & Co.7,478$404K0.0%-14.1%0.050%
7/29/2025 Private Trust Co. NA1,243$67K0.0%+24.3%0.008%
7/23/2025 High Note Wealth LLC1,793$97K0.0%-10.0%0.012%
7/18/2025 USA Financial Formulas9,934$536K0.1%N/A0.066%
7/17/2025 Janney Montgomery Scott LLC169,186$9.13M0.0%+21.1%1.122%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.521,180$28.13M3.6%+12.1%3.456%
5/16/2025 NewEdge Advisors LLC62,683$3.34M0.0%+100.2%0.416%
5/14/2025 Summit Financial LLC7,734$412K0.0%+25.2%0.051%
5/12/2025 Atlas Capital Advisors Inc.7,483$398K0.0%-3.9%0.050%
4/24/2025 Highland Capital Management LLC5,409$288K0.0%-5.1%0.036%
4/22/2025 Cambridge Investment Research Advisors Inc.9,036$481K0.0%-20.5%0.060%
4/21/2025 ORG Partners LLC3,824$203K0.1%-24.7%0.025%
4/17/2025 Janney Montgomery Scott LLC139,693$7.43M0.0%+67.8%0.923%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.464,797$24.74M4.2%+3.7%3.068%
4/9/2025 NBC Securities Inc.916$48K0.0%N/A0.006%
2/18/2025 Fourth Dimension Wealth LLC1,150$61K0.0%N/A0.008%
2/17/2025 Ameriprise Financial Inc.447,916$23.80M0.0%+38.1%2.928%
2/12/2025 Atlas Capital Advisors Inc.7,783$413K0.1%+5.4%0.051%
2/12/2025 Summit Financial LLC6,177$328K0.0%+53.7%0.040%
2/12/2025 JPMorgan Chase & Co.13,676$726K0.0%+75.1%0.089%
1/17/2025 Janney Montgomery Scott LLC83,264$4.42M0.0%+299.6%0.544%
1/17/2025 Beaumont Financial Advisors LLC28,341$1.51M0.1%-3.4%0.185%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.448,143$23.81M4.8%+87.4%2.929%
12/26/2024 JPMorgan Chase & Co.7,812$422K0.0%+39.8%0.051%
11/25/2024 Wilmington Savings Fund Society FSB1,669$90K0.0%N/A0.011%
11/15/2024 Integrated Wealth Concepts LLC7,359$397K0.0%+20.0%0.048%
10/29/2024 Janney Montgomery Scott LLC20,837$1.13M0.0%-3.5%0.136%
10/16/2024 Carderock Capital Management Inc.5,060$273K0.1%N/A0.033%
10/11/2024 ORG Partners LLC5,083$275K0.0%-60.5%0.033%
10/9/2024 Beaumont Financial Advisors LLC29,337$1.58M0.1%-39.9%0.192%
8/1/2024 Summit Financial LLC5,319$264K0.0%-22.0%0.035%
7/29/2024 Whittier Trust Co. of Nevada Inc.1,000$50K0.0%N/A0.007%
7/16/2024 ORG Partners LLC12,859$639K0.1%N/A0.084%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.239,162$11.87M3.7%N/A1.563%
5/1/2024 Janney Montgomery Scott LLC21,865$1.08M0.0%+4.4%0.143%
4/25/2024 Summit Financial LLC6,819$337K0.0%-22.9%0.045%
3/8/2024ICA Group Wealth Management LLC1,245$57K0.0%N/A0.008%
2/8/2024 Janney Montgomery Scott LLC20,946$965K0.0%-4.2%0.136%
1/29/2024 ORG Partners LLC21,822$1.01M0.2%+334.2%0.142%
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11/8/2023 Janney Montgomery Scott LLC21,866$917K0.0%+6.9%0.142%
11/7/2023 Summit Financial LLC8,848$371K0.0%+6.6%0.057%
11/7/2023 Advisors Preferred LLC964$40K0.0%N/A0.006%
11/4/2023 NBC Securities Inc.852$35K0.0%N/A0.006%
11/3/2023 ORG Partners LLC5,026$211K0.1%-79.4%0.033%
10/30/2023 Grove Bank & Trust1,500$63K0.0%N/A0.010%
10/24/2023 Cambridge Investment Research Advisors Inc.15,890$666K0.0%+6.8%0.103%
8/21/2023VitalStone Financial LLC800$34K0.0%N/A0.005%
8/11/2023 Summit Financial LLC8,298$365K0.0%-40.6%0.054%
8/9/2023 Flow Traders U.S. LLC4,911$216K0.0%-54.4%0.032%
7/26/2023 Janney Montgomery Scott LLC20,464$900K0.0%-6.7%0.111%
7/13/2023 Cambridge Investment Research Advisors Inc.14,881$655K0.0%-9.1%0.081%
6/1/2023 ORG Partners LLC22,996$975K0.2%N/A0.125%
5/12/2023Retirement Group LLC17,285$729K0.3%+78.7%0.094%
5/3/2023 Integrated Wealth Concepts LLC6,871$290K0.0%-93.5%0.037%
4/28/2023 Janney Montgomery Scott LLC21,931$924K0.0%-9.9%0.119%
3/6/2023 OLD Mission Capital LLC6,200$257K0.0%N/A0.000%
2/13/2023 Integrated Wealth Concepts LLC105,078$4.35M0.1%-2.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.14,928$618K0.0%+4.1%0.000%
2/7/2023 Summit Financial LLC13,958$578K0.1%N/A0.000%
1/30/2023VitalStone Financial LLC800$33K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

OUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OUSA shares?

During the previous two years, 23 institutional investors and hedge funds held shares of ALPS O'Shares U.S. Quality Dividend ETF. The most heavily invested institutionals were Thurston Springer Miller Herd & Titak Inc. ($28.13M), Ameriprise Financial Inc. ($24.52M), Janney Montgomery Scott LLC ($9.13M), NewEdge Advisors LLC ($3.34M), Beaumont Financial Advisors LLC ($1.51M), USA Financial Formulas ($536K), and Cambridge Investment Research Advisors Inc. ($481K).Learn more on ALPS O'Shares U.S. Quality Dividend ETF's institutional investors.

Which institutional investors have been buying ALPS O'Shares U.S. Quality Dividend ETF's stock?

Of the 20 institutional investors that purchased ALPS O'Shares U.S. Quality Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thurston Springer Miller Herd & Titak Inc. ($521.26K), Ameriprise Financial Inc. ($163.53K), Janney Montgomery Scott LLC ($150.67K), NewEdge Advisors LLC ($31.37K), ORG Partners LLC ($29.66K), USA Financial Formulas ($9.93K), and JPMorgan Chase & Co. ($8.09K).

How much institutional buying is happening at ALPS O'Shares U.S. Quality Dividend ETF?

Institutional investors have bought a total of 657,739 shares in the last 24 months. This purchase volume represents approximately $35.03M in transactions.

Which of ALPS O'Shares U.S. Quality Dividend ETF's major shareholders have been selling company stock?

The following institutional investors have sold ALPS O'Shares U.S. Quality Dividend ETF stock in the last 24 months: Beaumont Financial Advisors LLC ($20.44K), ORG Partners LLC ($9.03K), Cambridge Investment Research Advisors Inc. ($2.33K), JPMorgan Chase & Co. ($1.23K), Janney Montgomery Scott LLC ($748.00), Atlas Capital Advisors Inc. ($300.00), and Highland Capital Management LLC ($290.00).

How much institutional selling is happening at ALPS O'Shares U.S. Quality Dividend ETF?

Institutional investors have sold a total of 34,561 shares in the last 24 months. This volume of shares sold represents approximately $1.86M in transactions.



This page (BATS:OUSA) was last updated on 8/27/2025 by MarketBeat.com Staff
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