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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
$46.83 +0.51 (+1.10%)
As of 05/8/2026 04:10 PM Eastern
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)
19
Total
Institutional Inflows
(last 12 months)
$33.56M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$29.98M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Bank of New York Mellon Corp37,615$1.65M0.0%+0.9%0.178%
4/28/2026 Ascentis Independent Advisors26,617$1.16M0.1%N/A0.126%
4/22/2026 Janney Montgomery Scott LLC27,323$1.20M0.0%+2.6%0.130%
2/17/2026Advisory Services Network LLC56,410$2.47M0.0%+20.9%0.268%
2/13/2026Arkadios Wealth Advisors20,571$900K0.0%N/A0.098%
2/10/2026Thoroughbred Financial Services LLC41,442$1.81M0.1%-8.1%0.197%
2/9/2026 Royal Palms Capital LLC10,395$455K0.5%N/A0.049%
2/9/2026 Cary Street Partners Financial LLC11,113$486K0.0%-4.5%0.053%
2/4/2026HORAN Wealth LLC13,597$595K0.1%+5.6%0.065%
2/3/2026 Farmers & Merchants Investments Inc.2,821$123K0.0%-8.1%0.013%
1/29/2026 Kickstand Ventures LLC.112,936$4.94M1.0%+2.6%0.536%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.50,013$2.19M0.8%+156.8%0.237%
1/14/2026 Nova Wealth Management Inc.10,231$448K0.3%-2.6%0.049%
1/14/2026 USA Financial Formulas7,815$342K0.1%+3.1%0.037%
1/1/2026JPMorgan Chase & Co.24,009$1.08M0.0%-2.3%0.114%
12/23/2025Triumph Capital Management1,079$48K0.0%N/A0.005%
11/17/2025Triumph Capital Management1,079$48K0.0%N/A0.005%
11/17/2025 Kickstand Ventures LLC.110,113$4.93M1.1%+2.0%0.522%
11/17/2025Ameriprise Financial Inc.1,992,713$89.29M0.0%+21.4%9.453%
11/10/2025Thoroughbred Financial Services LLC45,099$2.02M0.1%-0.6%0.214%
11/7/2025JPMorgan Chase & Co.24,009$1.08M0.0%-2.3%0.114%
11/5/2025HORAN Wealth LLC12,873$577K0.1%N/A0.061%
10/10/2025 USA Financial Formulas7,578$339K0.1%+24.7%0.036%
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%
7/29/2025 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%
7/21/2025Crews 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%
5/29/2025Nova 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%


OUSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 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. ($89.29M), SPX Gestao de Recursos Ltda ($12.19M), Kickstand Ventures LLC. ($4.94M), Duncan Williams Asset Management LLC ($4.66M), Advisory Services Network LLC ($2.47M), Thurston Springer Miller Herd & Titak Inc. ($2.19M), and Thoroughbred Financial Services LLC ($1.81M).Learn more on ALPS O'Shares U.S. Small-Cap Quality Dividend ETF's institutional investors.

Of the 26 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. ($1.01M), SPX Gestao de Recursos Ltda ($278.80K), Thurston Springer Miller Herd & Titak Inc. ($272.57K), Kickstand Ventures LLC. ($249.87K), Duncan Williams Asset Management LLC ($107.93K), Bank of New York Mellon Corp ($39.22K), and Ascentis Independent Advisors ($26.62K).

Institutional investors have bought a total of 762,344 shares in the last 24 months. This purchase volume represents approximately $33.56M in transactions.

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. ($220.02K), Kickstand Ventures LLC. ($136.94K), JPMorgan Chase & Co. ($8.53K), Nova Wealth Management Inc. ($7.72K), Thoroughbred Financial Services LLC ($3.95K), and Janney Montgomery Scott LLC ($1.96K).

Institutional investors have sold a total of 694,064 shares in the last 24 months. This volume of shares sold represents approximately $29.98M in transactions.


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This page (BATS:OUSM) was last updated on 5/9/2026 by MarketBeat.com Staff.
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