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

ALPS O'Shares U.S. Quality Dividend ETF logo
$57.64 +0.22 (+0.38%)
As of 05/5/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ALPS O'Shares U.S. Quality Dividend ETF (BATS:OUSA)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$15.65M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$27.00M
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Skip Chart & View Institutional Buying and Selling Data

OUSA Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Beaumont Financial Advisors LLC26,822$1.49M0.1%-1.3%0.178%
4/28/2026 Ascentis Independent Advisors15,262$850K0.1%N/A0.101%
4/22/2026 Janney Montgomery Scott LLC25,594$1.43M0.0%+7.2%0.170%
2/13/2026Integrated Wealth Concepts LLC6,419$370K0.0%-6.5%0.043%
2/12/2026Symphony Financial Services Inc.10,253$592K0.3%-17.2%0.068%
2/11/2026 Janney Montgomery Scott LLC23,872$1.38M0.0%-19.4%0.158%
2/11/2026 Nemes Rush Group LLC4,029$232K0.0%-19.9%0.027%
1/21/2026 Flagship Harbor Advisors LLC20,121$1.16M0.1%-6.9%0.133%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.131,668$7.60M2.6%+126.8%0.873%
1/14/2026 USA Financial Formulas12,493$721K0.1%+3.2%0.083%
1/1/2026JPMorgan Chase & Co.7,106$402K0.0%-5.0%0.047%
12/23/2025Triumph Capital Management836$47K0.0%N/A0.006%
11/25/2025 KERR FINANCIAL PLANNING Corp8,809$496K0.7%N/A0.058%
11/17/2025Triumph Capital Management836$47K0.0%N/A0.006%
11/17/2025Ameriprise Financial Inc.466,160$26.45M0.0%+2.5%3.091%
11/7/2025JPMorgan Chase & Co.7,106$402K0.0%-5.0%0.047%
10/24/2025ORG Partners LLC3,399$193K0.0%-11.4%0.023%
10/10/2025 USA Financial Formulas12,105$684K0.1%+21.9%0.080%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.58,050$3.28M6.5%-88.9%0.385%
8/15/2025Ameriprise Financial Inc.454,805$24.52M0.0%+9.7%3.016%
8/12/2025JPMorgan Chase & Co.7,478$404K0.0%-14.1%0.050%
7/29/2025 Private Trust Co. NA1,243$67K0.0%+24.3%0.008%
7/23/2025High 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%
5/16/2025NewEdge Advisors LLC62,683$3.34M0.0%+100.2%0.416%
5/14/2025Summit Financial LLC7,734$412K0.0%+25.2%0.051%
5/12/2025Atlas Capital Advisors Inc.7,483$398K0.0%-3.9%0.050%
4/24/2025Highland Capital Management LLC5,409$288K0.0%-5.1%0.036%
4/22/2025Cambridge Investment Research Advisors Inc.9,036$481K0.0%-20.5%0.060%
4/21/2025ORG Partners LLC3,824$203K0.1%-24.7%0.025%
4/17/2025Janney Montgomery Scott LLC139,693$7.43M0.0%+67.8%0.923%
4/10/2025Thurston Springer Miller Herd & Titak Inc.464,797$24.74M4.2%+3.7%3.068%
4/9/2025NBC Securities Inc.916$48K0.0%N/A0.006%
2/18/2025Fourth Dimension Wealth LLC1,150$61K0.0%N/A0.008%
2/17/2025Ameriprise Financial Inc.447,916$23.80M0.0%+38.1%2.928%
2/12/2025Atlas Capital Advisors Inc.7,783$413K0.1%+5.4%0.051%
2/12/2025Summit Financial LLC6,177$328K0.0%+53.7%0.040%
2/12/2025JPMorgan Chase & Co.13,676$726K0.0%+75.1%0.089%
1/17/2025Janney Montgomery Scott LLC83,264$4.42M0.0%+299.6%0.544%
1/17/2025Beaumont Financial Advisors LLC28,341$1.51M0.1%-3.4%0.185%
1/14/2025Thurston Springer Miller Herd & Titak Inc.448,143$23.81M4.8%+87.4%2.929%
12/26/2024JPMorgan Chase & Co.7,812$422K0.0%+39.8%0.051%
11/25/2024Wilmington Savings Fund Society FSB1,669$90K0.0%N/A0.011%
11/15/2024Integrated Wealth Concepts LLC7,359$397K0.0%+20.0%0.048%
10/29/2024Janney Montgomery Scott LLC20,837$1.13M0.0%-3.5%0.136%
10/16/2024Carderock Capital Management Inc.5,060$273K0.1%N/A0.033%
10/11/2024ORG Partners LLC5,083$275K0.0%-60.5%0.033%
10/9/2024Beaumont Financial Advisors LLC29,337$1.58M0.1%-39.9%0.192%
8/1/2024Summit Financial LLC5,319$264K0.0%-22.0%0.035%
7/29/2024Whittier Trust Co. of Nevada Inc.1,000$50K0.0%N/A0.007%
7/16/2024ORG Partners LLC12,859$639K0.1%N/A0.084%
7/5/2024Thurston Springer Miller Herd & Titak Inc.239,162$11.87M3.7%N/A1.563%
5/1/2024Janney Montgomery Scott LLC21,865$1.08M0.0%+4.4%0.143%
4/25/2024Summit Financial LLC6,819$337K0.0%-22.9%0.045%
3/8/2024ICA Group Wealth Management LLC1,245$57K0.0%N/A0.008%
2/8/2024Janney Montgomery Scott LLC20,946$965K0.0%-4.2%0.136%
1/29/2024ORG Partners LLC21,822$1.01M0.2%+334.2%0.142%
11/8/2023Janney Montgomery Scott LLC21,866$917K0.0%+6.9%0.142%
11/7/2023Summit Financial LLC8,848$371K0.0%+6.6%0.057%
11/7/2023Advisors Preferred LLC964$40K0.0%N/A0.006%
11/4/2023NBC Securities Inc.852$35K0.0%N/A0.006%
11/3/2023ORG Partners LLC5,026$211K0.1%-79.4%0.033%
10/30/2023Grove Bank & Trust1,500$63K0.0%N/A0.010%
10/24/2023Cambridge Investment Research Advisors Inc.15,890$666K0.0%+6.8%0.103%
8/21/2023VitalStone Financial LLC800$34K0.0%N/A0.005%
8/11/2023Summit Financial LLC8,298$365K0.0%-40.6%0.054%
8/9/2023Flow Traders U.S. LLC4,911$216K0.0%-54.4%0.032%
7/26/2023Janney Montgomery Scott LLC20,464$900K0.0%-6.7%0.111%
7/13/2023Cambridge Investment Research Advisors Inc.14,881$655K0.0%-9.1%0.081%
6/1/2023ORG Partners LLC22,996$975K0.2%N/A0.125%
5/12/2023Retirement Group LLC17,285$729K0.3%+78.7%0.094%
5/3/2023Integrated Wealth Concepts LLC6,871$290K0.0%-93.5%0.037%
4/28/2023Janney Montgomery Scott LLC21,931$924K0.0%-9.9%0.119%
3/6/2023OLD Mission Capital LLC6,200$257K0.0%N/A0.000%
2/13/2023Integrated Wealth Concepts LLC105,078$4.35M0.1%-2.0%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.14,928$618K0.0%+4.1%0.000%
2/7/2023Summit Financial LLC13,958$578K0.1%N/A0.000%
1/30/2023VitalStone Financial LLC800$33K0.0%N/A0.000%


OUSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OUSA shares?

During the previous two years, 26 institutional investors and hedge funds held shares of ALPS O'Shares U.S. Quality Dividend ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($26.45M), Thurston Springer Miller Herd & Titak Inc. ($7.60M), NewEdge Advisors LLC ($3.34M), Beaumont Financial Advisors LLC ($1.49M), Janney Montgomery Scott LLC ($1.43M), Flagship Harbor Advisors LLC ($1.16M), and Ascentis Independent Advisors ($850K).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 19 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. ($594.87K), Ameriprise Financial Inc. ($174.88K), Janney Montgomery Scott LLC ($150.07K), NewEdge Advisors LLC ($31.37K), Ascentis Independent Advisors ($15.26K), ORG Partners LLC ($12.86K), and USA Financial Formulas ($12.49K).

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

Institutional investors have bought a total of 284,018 shares in the last 24 months. This purchase volume represents approximately $15.65M in transactions.

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

Of the 11 institutional investors that sold ALPS O'Shares U.S. Quality Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thurston Springer Miller Herd & Titak Inc. ($463.13K), Janney Montgomery Scott LLC ($5.73K), Symphony Financial Services Inc. ($2.13K), JPMorgan Chase & Co. ($1.98K), Flagship Harbor Advisors LLC ($1.49K), Nemes Rush Group LLC ($1.00K), and Integrated Wealth Concepts LLC ($443.00).

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

Institutional investors have sold a total of 477,198 shares in the last 24 months. This volume of shares sold represents approximately $27.00M in transactions.


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This page (BATS:OUSA) was last updated on 5/6/2026 by MarketBeat.com Staff.
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