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Alps O'shares Intl DEV Qlty (OEFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares43,443 from 47,189
Change-3,746 (-8%)
Value$1.5M (-$131.1K)
Filed 2026-11-06
Alps Advisors Inc
UNCHANGED
Shares34,380 from 34,380
Change0 (0%)
Value$1.2M (-$1.5K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares6,489 from 6,317
Change+172 (+3%)
Value$223.6K (+$5.7K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares339 from 1,813
Change-1,474 (-81%)
Value$11.7K (-$50.9K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$621 ($0)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares2
Change+2
Value$69
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 291,893
Change-291,893 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,851
Change-43,851 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,865
Change-29,865 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 18,564
Change-18,564 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,809
Change-8,809 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 500
Change-500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 412
Change-412 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 69
Change-69 (-100%)
Value—
Status
LPL Financial LLC
DECREASED43,44347,189-3,746-8%$1.6M$1.5M-$131.1K2026-11-06
Alps Advisors Inc
UNCHANGED34,38034,38000%$1.2M$1.2M-$1.5K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED6,4896,317+172+3%$217.9K$223.6K+$5.7K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3391,813-1,474-81%$62.5K$11.7K-$50.9K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED181800%$621$621$02026-10-23
USA Financial Formulas
NEW2—+2——$69—2026-10-16
Institute for Wealth Management, Llc.
CLOSED0280-280-100%$9.7K$0-$9.7K2026-11-06
Bank of America Corp
N/A—291,893-291,893-100%$10.1M———
Citadel Advisors LLC
N/A—43,851-43,851-100%$1.5M———
Raymond James Financial Inc
N/A—29,865-29,865-100%$1.0M———
Stifel Financial Corp
N/A—18,564-18,564-100%$640.4K———
HighTower Advisors, LLC
N/A—8,809-8,809-100%$303.9K———
USA Financial Formulas
N/A—8,068-8,068-100%$278.3K———
Rockefeller Capital Management L.P.
N/A—4,492-4,492-100%$155.0K———
Royal Bank of Canada
N/A—3,074-3,074-100%$106.0K———
BFC Planning, Inc.
N/A—1,000-1,000-100%$34.5K———
Morgan Stanley
N/A—500-500-100%$17.2K———
UBS Group AG
N/A—412-412-100%$14.2K———
Osaic Holdings, Inc.
N/A—400-400-100%$13.8K———
Wells Fargo & Company
N/A—69-69-100%$2.4K———
Showing 20 of 20 institutions