Free Trial
Don't Miss the A.I. Investing RevolutionStart My Trial

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

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF logo
$43.90 +0.30 (+0.68%)
As of 10:37 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$30.99M
Get OUSM Insider Trade Alerts

Want to know when executives and insiders are buying or selling ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OUSM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025 Thurston Springer Miller Herd & Titak Inc.19,475$872K1.7%-91.9%0.092%
10/7/2025 Nova Wealth Management Inc.10,502$470K0.3%-7.2%0.050%
8/15/2025Ameriprise Financial Inc.1,641,689$70.93M0.0%+8.1%7.788%
8/12/2025JPMorgan Chase & Co.24,565$1.06M0.0%-23.2%0.117%
8/6/2025Horan Securities Inc.12,738$550K0.2%+19.6%0.060%
7/31/2025Moloney Securities Asset Management LLC5,645$244K0.0%+8.7%0.027%
7/29/2025Morgan Dempsey Capital Management LLC3,291$142K0.1%+67.4%0.016%
7/22/2025Duncan Williams Asset Management LLC107,934$4.66M0.7%N/A0.512%
7/22/2025Kickstand Ventures LLC.107,934$4.66M1.1%-55.9%0.512%
7/21/2025Crews Bank & Trust7,831$338K0.1%N/A0.037%
7/18/2025USA Financial Formulas6,079$263K0.0%N/A0.029%
7/17/2025Janney 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%
5/29/2025Nova Wealth Management Inc.12,366$520K0.4%-31.1%0.059%
5/14/2025Ameriprise Financial Inc.1,519,111$63.82M0.0%-17.1%7.234%
5/14/2025Flow Traders U.S. LLC13,926$585K0.0%N/A0.066%
5/9/2025Cary Street Partners Financial LLC11,583$487K0.0%+29.4%0.055%
5/9/2025Kickstand Ventures LLC.244,872$10.29M2.7%+547.6%1.166%
4/29/2025Bank of New York Mellon Corp43,348$1.82M0.0%+342.4%0.206%
4/29/2025Strategic Blueprint LLC8,501$357K0.0%+24.0%0.040%
4/28/2025Rosenberg Matthew Hamilton1,050$44K0.0%+74.7%0.005%
4/21/2025ORG Partners LLC1,748$74K0.0%-15.1%0.008%
4/17/2025Janney Montgomery Scott LLC28,371$1.19M0.0%+8.0%0.135%
4/16/2025Farmers & Merchants Investments Inc.3,071$129K0.0%-13.2%0.015%
4/14/2025Farther Finance Advisors LLC1,313$56K0.0%-18.6%0.006%
4/10/2025Thurston Springer Miller Herd & Titak Inc.211,787$8.90M1.5%+16.6%0.979%
2/17/2025Cary Street Partners Financial LLC8,948$391K0.0%N/A0.062%
2/17/2025Ameriprise Financial Inc.1,833,287$80.15M0.0%+41.2%12.749%
2/12/2025JPMorgan Chase & Co.34,943$1.53M0.0%-21.1%0.243%
2/7/2025SPX Gestao de Recursos Ltda278,800$12.19M1.8%N/A1.939%
2/4/2025Bank of New York Mellon Corp9,798$428K0.0%+119.4%0.068%
1/29/2025Kickstand Ventures LLC.37,814$1.65M0.4%N/A0.263%
1/28/2025Moloney Securities Asset Management LLC4,959$217K0.0%N/A0.034%
1/28/2025Archer Investment Corp788$34K0.0%N/A0.005%
1/23/2025Strategic Blueprint LLC6,856$300K0.0%+12.0%0.048%
1/17/2025Janney Montgomery Scott LLC26,262$1.15M0.0%+82.7%0.183%
1/14/2025Thurston Springer Miller Herd & Titak Inc.181,594$7.94M1.6%+33.7%1.263%
1/14/2025Rosenberg Matthew Hamilton601$26K0.0%N/A0.004%
1/10/2025ORG Partners LLC2,060$90K0.0%-28.3%0.014%
10/29/2024Farther Finance Advisors LLC1,613$73K0.0%-63.8%0.011%
10/25/2024Strategic Blueprint LLC6,121$276K0.0%N/A0.043%
10/25/2024Farmers & Merchants Investments Inc.3,539$160K0.0%N/A0.025%
10/11/2024ORG Partners LLC2,875$130K0.0%-80.8%0.020%
10/11/2024Thurston Springer Miller Herd & Titak Inc.135,821$6.12M1.7%-1.8%0.945%
8/7/2024Beam Wealth Advisors Inc.13,982$576K0.2%N/A0.097%
7/16/2024ORG Partners LLC14,946$610K0.1%N/A0.104%
7/5/2024Thurston Springer Miller Herd & Titak Inc.138,355$5.70M1.8%N/A0.962%
5/2/2024Haverford Trust Co44,255$1.88M0.0%-14.3%0.320%
5/2/2024Horan Securities Inc.5,047$215K0.1%N/A0.036%
4/17/2024Richardson Capital Management LLC3,750$160K0.1%N/A0.027%
1/29/2024ORG Partners LLC25,773$1.01M0.2%+1,177.8%0.290%
11/3/2023ORG Partners LLC2,017$71K0.0%-90.8%0.023%
7/28/2023Private Trust Co. NA973$36K0.0%N/A0.016%
7/26/2023Janney Montgomery Scott LLC12,984$477K0.0%-3.7%0.213%
6/1/2023ORG 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), Kickstand Ventures LLC. ($4.66M), Duncan Williams Asset Management LLC ($4.66M), Haverford Trust Co ($1.88M), Bank of New York Mellon Corp ($1.82M), and Janney Montgomery Scott LLC ($1.14M).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), Thurston Springer Miller Herd & Titak Inc. ($222.55K), Kickstand Ventures LLC. ($136.94K), JPMorgan Chase & Co. ($16.79K), ORG Partners LLC ($13.20K), Nova Wealth Management Inc. ($7.45K), and Farther Finance Advisors LLC ($3.14K).

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

Institutional investors have sold a total of 716,670 shares in the last 24 months. This volume of shares sold represents approximately $30.99M in transactions.


Related Companies

This page (BATS:OUSM) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
If You Keep Cash In A U.S. Bank Account… Read This NOW
The Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...
Banyan Hill Publishing | Sponsoredtc pixel
The Tiny Stock Set to Soar with Musk's AI Ambitions
The Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...
Behind the Markets | Sponsoredtc pixel