Go Pro
→ Bezos… DOOMED (From Paradigm Press) (Ad)tc pixel Free OUSA Stock Alerts

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

ALPS O'Shares U.S. Quality Dividend ETF logo
$60.14 +0.07 (+0.11%)
As of 10:50 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for ALPS O'Shares U.S. Quality Dividend ETF (NYSEARCA:OUSA)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$6.69M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$29.67M
Get OUSA Insider Trade Alerts

Want to know when executives and insiders are buying or selling ALPS O'Shares U.S. 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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

OUSA Institutional Buying and Selling by Quarter

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

Export
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%
2/11/2026 Nemes 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%
11/17/2025 Ameriprise 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%
8/15/2025 Ameriprise 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%
The Pentagon Has 120 Days to Solve This Critical Mineral Problem (Ad)

China controls roughly 80% of the world's tungsten supply, and new Pentagon sourcing restrictions take effect January 1. The U.S. hasn't mined tungsten domestically since 2015. A little-known Nasdaq company controls Severniy Katpar, one of the largest undeveloped tungsten deposits, with potential to supply 15% of global demand. Two U.S. agencies have floated up to $1.6 billion in financing support as tungsten prices climb as much as 900%.tc pixel

Get the full story on this overlooked tungsten play now
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%
11/10/2022Beaumont Capital Management LLC16,131$597K0.6%N/A0.087%
11/10/2022Highland Capital Management LLC5,655$209K0.0%+9.7%0.031%
11/8/2022Atlas Capital Advisors LLC13,083$484K0.1%-2.2%0.071%
10/25/2022Janney Montgomery Scott LLC24,428$904K0.0%+18.5%0.132%
8/3/2022Janney Montgomery Scott LLC20,606$826K0.0%-6.0%0.112%


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 117,014 shares in the last 24 months. This purchase volume represents approximately $6.69M 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 NYSEARCA: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.
From Our Partners
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Why I believe the AI market will split in Q4
Matt McCall, who recommended Nvidia near $6 a share, says the AI market is splitting in two - just like the do...
The Oxford Club | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Congress Passes Landmark Digital Asset Law Wall Street Is Watching
The House passed the Digital Asset Market Clarity Act 294 to 134, creating the most comprehensive financial te...
Awesomely | Sponsoredtc pixel
Wall Street Legend: “I've discovered a fatal flaw built into Elon's AI model”
Wall Street veteran Marc Chaikin says he's found a fatal flaw built into Elon Musk's AI model and every fronti...
Chaikin Analytics | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
How to get a stake in Anthropic — before the IPO
Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its ...
Weiss Ratings | Sponsoredtc pixel
The AI Infrastructure Rush Is ON — Watch VDTA
Vertical Data Inc. (OTCQB: VDTA) is targeting the layers beneath the AI boom - GPU hardware and financing, man...
Trading Wire | Sponsoredtc pixel