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

ALPS O'Shares U.S. Quality Dividend ETF logo
$61.87 -0.12 (-0.19%)
As of 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)
8
Total
Institutional Inflows
(last 12 months)
$8.85M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$29.67M
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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
7/9/2026 Allied Private Wealth LLC2,017$120K0.1%N/A0.013%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.40,932$2.39M0.9%-51.2%0.271%
5/7/2026 Symphony Financial Services Inc.5,685$316K0.2%-44.6%0.038%
5/5/2026 Beaumont 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%
2/13/2026 Integrated Wealth Concepts LLC6,419$370K0.0%-6.5%0.043%
2/12/2026 Symphony 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%
2/11/2026Nemes 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%
1/14/2026USA Financial Formulas12,493$721K0.1%+3.2%0.083%
1/1/2026 JPMorgan Chase & Co.7,106$402K0.0%-5.0%0.047%
12/23/2025 Triumph Capital Management836$47K0.0%N/A0.006%
11/25/2025 KERR FINANCIAL PLANNING Corp8,809$496K0.7%N/A0.058%
11/17/2025 Triumph Capital Management836$47K0.0%N/A0.006%
11/17/2025Ameriprise Financial Inc.466,160$26.45M0.0%+2.5%3.091%
11/7/2025 JPMorgan Chase & Co.7,106$402K0.0%-5.0%0.047%
10/24/2025ORG Partners LLC3,399$193K0.0%-11.4%0.023%
10/10/2025USA 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%
8/12/2025 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%
7/18/2025USA 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%
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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

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), NewEdge Advisors LLC ($3.34M), Thurston Springer Miller Herd & Titak Inc. ($2.39M), 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.

Of the 18 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. ($355.71K), Ameriprise Financial Inc. ($174.88K), Janney Montgomery Scott LLC ($150.07K), NewEdge Advisors LLC ($31.37K), Ascentis Independent Advisors ($15.26K), USA Financial Formulas ($12.49K), and KERR FINANCIAL PLANNING Corp ($8.81K).

Institutional investors have bought a total of 157,056 shares in the last 24 months. This purchase volume represents approximately $8.85M in transactions.

Of the 9 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. ($506.15K), Symphony Financial Services Inc. ($6.70K), Janney Montgomery Scott LLC ($5.73K), Flagship Harbor Advisors LLC ($1.49K), Nemes Rush Group LLC ($1.00K), JPMorgan Chase & Co. ($744.00), and Integrated Wealth Concepts LLC ($443.00).

Institutional investors have sold a total of 523,051 shares in the last 24 months. This volume of shares sold represents approximately $29.67M in transactions.


Related Companies

Institutional ownership data for BATS:OUSA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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