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

ALPS O'Shares U.S. Quality Dividend ETF logo
$59.90 0.00 (0.00%)
As of 07/2/2026 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)
8
Total
Institutional Inflows
(last 12 months)
$13.90M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$27.24M
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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
5/7/2026Symphony Financial Services Inc.5,685$316K0.2%-44.6%0.038%
5/5/2026Beaumont Financial Advisors LLC26,822$1.49M0.1%-1.3%0.178%
4/28/2026Ascentis Independent Advisors15,262$850K0.1%N/A0.101%
4/22/2026Janney 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%
2/11/2026Janney Montgomery Scott LLC23,872$1.38M0.0%-19.4%0.158%
2/11/2026Nemes Rush Group LLC4,029$232K0.0%-19.9%0.027%
1/21/2026Flagship Harbor Advisors LLC20,121$1.16M0.1%-6.9%0.133%
1/20/2026Thurston 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%
1/1/2026JPMorgan 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%
10/10/2025USA Financial Formulas12,105$684K0.1%+21.9%0.080%
10/7/2025Thurston 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%
7/29/2025Private Trust Co. NA1,243$67K0.0%+24.3%0.008%
7/23/2025High Note Wealth LLC1,793$97K0.0%-10.0%0.012%
7/18/2025USA Financial Formulas9,934$536K0.1%N/A0.066%
7/17/2025Janney Montgomery Scott LLC169,186$9.13M0.0%+21.1%1.122%
7/7/2025Thurston 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%
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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), 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.

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).

Institutional investors have bought a total of 251,092 shares in the last 24 months. This purchase volume represents approximately $13.90M in transactions.

Of the 10 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), Symphony Financial Services Inc. ($6.70K), Janney Montgomery Scott LLC ($5.73K), JPMorgan Chase & Co. ($1.98K), Flagship Harbor Advisors LLC ($1.49K), Nemes Rush Group LLC ($1.00K), and Integrated Wealth Concepts LLC ($443.00).

Institutional investors have sold a total of 481,466 shares in the last 24 months. This volume of shares sold represents approximately $27.24M in transactions.


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This page (BATS:OUSA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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