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ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) Institutional Ownership

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF logo
$45.44 +1.84 (+4.21%)
Closing price 08/22/2025 03:59 PM Eastern
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$45.43 -0.01 (-0.01%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (BATS:OUSM)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$65.18M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$21.09M
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OUSM Institutional Buying and Selling by Quarter

ALPS O'Shares U.S. Small-Cap 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.1,641,689$70.93M0.0%+8.1%7.788%
8/12/2025 JPMorgan Chase & Co.24,565$1.06M0.0%-23.2%0.117%
8/6/2025 Horan Securities Inc.12,738$550K0.2%+19.6%0.060%
7/31/2025 Moloney Securities Asset Management LLC5,645$244K0.0%+8.7%0.027%
7/29/2025 Morgan Dempsey Capital Management LLC3,291$142K0.1%+67.4%0.016%
7/22/2025 Duncan Williams Asset Management LLC107,934$4.66M0.7%N/A0.512%
7/22/2025 Kickstand Ventures LLC.107,934$4.66M1.1%-55.9%0.512%
7/21/2025 Crews Bank & Trust7,831$338K0.1%N/A0.037%
7/18/2025 USA Financial Formulas6,079$263K0.0%N/A0.029%
7/17/2025 Janney Montgomery Scott LLC26,407$1.14M0.0%-6.9%0.125%
7/7/2025 Nova Wealth Management Inc.11,311$489K0.4%-8.5%0.054%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.239,493$10.35M1.3%+13.1%1.136%
5/29/2025 Nova Wealth Management Inc.12,366$520K0.4%-31.1%0.059%
5/14/2025 Ameriprise Financial Inc.1,519,111$63.82M0.0%-17.1%7.234%
5/14/2025 Flow Traders U.S. LLC13,926$585K0.0%N/A0.066%
5/9/2025 Cary Street Partners Financial LLC11,583$487K0.0%+29.4%0.055%
5/9/2025 Kickstand Ventures LLC.244,872$10.29M2.7%+547.6%1.166%
4/29/2025 Bank of New York Mellon Corp43,348$1.82M0.0%+342.4%0.206%
4/29/2025 Strategic Blueprint LLC8,501$357K0.0%+24.0%0.040%
4/28/2025 Rosenberg Matthew Hamilton1,050$44K0.0%+74.7%0.005%
4/21/2025 ORG Partners LLC1,748$74K0.0%-15.1%0.008%
4/17/2025 Janney Montgomery Scott LLC28,371$1.19M0.0%+8.0%0.135%
4/16/2025 Farmers & Merchants Investments Inc.3,071$129K0.0%-13.2%0.015%
4/14/2025 Farther Finance Advisors LLC1,313$56K0.0%-18.6%0.006%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.211,787$8.90M1.5%+16.6%0.979%
2/17/2025 Cary Street Partners Financial LLC8,948$391K0.0%N/A0.062%
2/17/2025 Ameriprise Financial Inc.1,833,287$80.15M0.0%+41.2%12.749%
2/12/2025 JPMorgan Chase & Co.34,943$1.53M0.0%-21.1%0.243%
2/7/2025 SPX Gestao de Recursos Ltda278,800$12.19M1.8%N/A1.939%
2/4/2025 Bank of New York Mellon Corp9,798$428K0.0%+119.4%0.068%
1/29/2025 Kickstand Ventures LLC.37,814$1.65M0.4%N/A0.263%
1/28/2025 Moloney Securities Asset Management LLC4,959$217K0.0%N/A0.034%
1/28/2025 Archer Investment Corp788$34K0.0%N/A0.005%
1/23/2025 Strategic Blueprint LLC6,856$300K0.0%+12.0%0.048%
1/17/2025 Janney Montgomery Scott LLC26,262$1.15M0.0%+82.7%0.183%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.181,594$7.94M1.6%+33.7%1.263%
1/14/2025 Rosenberg Matthew Hamilton601$26K0.0%N/A0.004%
1/10/2025 ORG Partners LLC2,060$90K0.0%-28.3%0.014%
10/29/2024 Farther Finance Advisors LLC1,613$73K0.0%-63.8%0.011%
10/25/2024 Strategic Blueprint LLC6,121$276K0.0%N/A0.043%
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10/25/2024 Farmers & Merchants Investments Inc.3,539$160K0.0%N/A0.025%
10/11/2024 ORG Partners LLC2,875$130K0.0%-80.8%0.020%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.135,821$6.12M1.7%-1.8%0.945%
8/7/2024 Beam Wealth Advisors Inc.13,982$576K0.2%N/A0.097%
7/16/2024 ORG Partners LLC14,946$610K0.1%N/A0.104%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.138,355$5.70M1.8%N/A0.962%
5/2/2024 Haverford Trust Co44,255$1.88M0.0%-14.3%0.320%
5/2/2024 Horan Securities Inc.5,047$215K0.1%N/A0.036%
4/17/2024 Richardson Capital Management LLC3,750$160K0.1%N/A0.027%
1/29/2024 ORG Partners LLC25,773$1.01M0.2%+1,177.8%0.290%
11/3/2023 ORG Partners LLC2,017$71K0.0%-90.8%0.023%
7/28/2023 Private Trust Co. NA973$36K0.0%N/A0.016%
7/26/2023 Janney Montgomery Scott LLC12,984$477K0.0%-3.7%0.213%
6/1/2023 ORG Partners LLC12,537$442K0.1%N/A0.211%
(Data available from 1/1/2016 forward)

OUSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OUSM shares?

During the previous two years, 25 institutional investors and hedge funds held shares of ALPS O'Shares U.S. Small-Cap Quality Dividend ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($70.93M), SPX Gestao de Recursos Ltda ($12.19M), Thurston Springer Miller Herd & Titak Inc. ($10.35M), Kickstand Ventures LLC. ($4.66M), Duncan Williams Asset Management LLC ($4.66M), Haverford Trust Co ($1.88M), and Bank of New York Mellon Corp ($1.82M).Learn more on ALPS O'Shares U.S. Small-Cap Quality Dividend ETF's institutional investors.

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

Of the 21 institutional investors that purchased ALPS O'Shares U.S. Small-Cap Quality Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($657.39K), SPX Gestao de Recursos Ltda ($278.80K), Kickstand Ventures LLC. ($244.87K), Thurston Springer Miller Herd & Titak Inc. ($242.03K), Duncan Williams Asset Management LLC ($107.93K), Bank of New York Mellon Corp ($38.88K), and ORG Partners LLC ($38.70K).

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

Institutional investors have bought a total of 1,507,660 shares in the last 24 months. This purchase volume represents approximately $65.18M in transactions.

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

Of the 9 institutional investors that sold ALPS O'Shares U.S. Small-Cap Quality Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($314.18K), Kickstand Ventures LLC. ($136.94K), JPMorgan Chase & Co. ($16.79K), ORG Partners LLC ($13.20K), Nova Wealth Management Inc. ($6.64K), Farther Finance Advisors LLC ($3.14K), and Thurston Springer Miller Herd & Titak Inc. ($2.53K).

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

Institutional investors have sold a total of 495,843 shares in the last 24 months. This volume of shares sold represents approximately $21.09M in transactions.



This page (BATS:OUSM) was last updated on 8/25/2025 by MarketBeat.com Staff
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