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Alps Oshares US Small-Cap QU (OUSM)

CUSIP: 00162Q395 | NYSE | 213 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Thrivent Financial for Lutherans553,452
0.1% of portfolio›$25.5M
Stonehearth Capital Management, LLC383,052
6.0% of portfolio›$17.6M
Premier Path Wealth Partners, LLC116,842
0.6% of portfolio›$5.4M
Park Edge Advisors, LLC96,847
0.9% of portfolio›$4.4M
Beam Wealth Advisors, Inc.85,362
0.8% of portfolio›$3.9M
Sheets Smith Wealth Management77,540
0.4% of portfolio›$3.6M
Brady Martz Wealth Solutions, LLC73,666
0.5% of portfolio›$3.4M
Summit Financial Wealth Advisors, LLC54,956
0.3% of portfolio›$2.5M
Secure Asset Management, LLC53,494
0.3% of portfolio›$2.5M
Clay Northam Wealth Management, LLC49,773
1.1% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.38,477
0.0% of portfolio›$1.8M
Bank of New York Mellon Corp36,823
0.0% of portfolio›$1.7M
Kestra Private Wealth Services, LLC36,567
0.0% of portfolio›$1.7M
Ascentis Independent Advisors26,629
0.1% of portfolio›$1.2M
Schorn Wealth LLC22,982
0.3% of portfolio›$1.1M
Beacon Financial Advisory LLC19,226
0.2% of portfolio›$883.1K
Acorn Wealth Advisors, LLC19,196
0.2% of portfolio›$881.7K
Apollon Wealth Management, LLC14,550
0.0% of portfolio›$668.3K
VestGen Advisors, LLC14,371
0.0% of portfolio›$660.1K
Commonwealth Equity Services, LLC12,150
0.0% of portfolio›$558.1K
Royal Palms Capital LLC10,830
0.4% of portfolio›$497.4K
Ellsworth Advisors, LLC10,790
0.1% of portfolio›$495.6K
BXM Wealth LLC10,490
0.3% of portfolio›$481.8K
Cambridge Advisors Inc.9,737
0.1% of portfolio›$447.2K
Accredited Investor Services, LLC7,157
0.2% of portfolio›$328.7K
Sunrise Financial Services, LLC7,030
0.2% of portfolio›$322.9K
Thurston, Springer, Miller, Herd & Titak, Inc.6,946
0.5% of portfolio›$319.0K
Dynamic Advisor Solutions LLC6,857
0.0% of portfolio›$315.0K
Capital Advisors, Ltd. LLC6,549
0.1% of portfolio›$301.0K
Sigma Planning Corp5,986
0.0% of portfolio›$274.9K
Diligent Investors, LLC5,282
0.1% of portfolio›$242.6K
Richardson Capital Management LLC3,750
0.1% of portfolio›$172.2K
Signature Equity Partners, LLC2,888
0.0% of portfolio›$132.6K
Farmers & Merchants Investments Inc2,621
0.0% of portfolio›$120.4K
Fifth Third Bancorp1,902
0.0% of portfolio›$87.4K
Triumph Capital Management1,102
0.0% of portfolio›$50.6K
IFP Advisors, Inc1,013
0.0% of portfolio›$46.5K
Canton Hathaway, LLC1,000
0.0% of portfolio›$45.9K
CoreCap Advisors, LLC919
0.0% of portfolio›$42.2K
Golden State Wealth Management, LLC700
0.0% of portfolio›$32.2K
Armstrong Advisory Group, Inc561
0.0% of portfolio›$25.8K
Rossby Financial, LCC438
0.0% of portfolio›$20.1K
Farther Finance Advisors, LLC428
0.0% of portfolio›$19.7K
US Bancorp \de\367
0.0% of portfolio›$16.9K
Mosley Wealth Management210
0.0% of portfolio›$10.0K
Assetmark, Inc27
0.0% of portfolio›$1.2K
Gamma Investing LLC16
0.0% of portfolio›$735
Dhjj Financial Advisors, Ltd.12
0.0% of portfolio›$552
USA Financial Formulas1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Thrivent Financial for Lutherans
553,452$25.5M0.1%GARPMediumMinneapolis, MN2026-11-05
Stonehearth Capital Management, LLC
383,052$17.6M6.0%ETFMediumDanvers, MA2026-10-13
Premier Path Wealth Partners, LLC
116,842$5.4M0.6%GrowthMediumMadison, NJ2026-10-16
Park Edge Advisors, LLC
96,847$4.4M0.9%CoreMediumCleveland, OH2026-10-28
Beam Wealth Advisors, Inc.
85,362$3.9M0.8%ETFMediumCovington, LA2026-11-03
Sheets Smith Wealth Management
77,540$3.6M0.4%CoreLowWinston-Salem, NC2026-10-16
Brady Martz Wealth Solutions, LLC
73,666$3.4M0.5%ETFLowGrand Forks, ND2026-11-05
Summit Financial Wealth Advisors, LLC
54,956$2.5M0.3%ETFLowLafayette, LA2026-10-15
Secure Asset Management, LLC
53,494$2.5M0.3%GrowthMediumTroy, MI2026-10-19
Clay Northam Wealth Management, LLC
49,773$2.3M1.1%GrowthVery LowHuntington Beach, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
38,477$1.8M0.0%ETFLowFairfield, IA2026-11-02
Bank of New York Mellon Corp
36,823$1.7M0.0%CoreLowNew York, NY2026-11-05
Kestra Private Wealth Services, LLC
36,567$1.7M0.0%GrowthLowAustin, TX2026-10-30
Ascentis Independent Advisors
26,629$1.2M0.1%ETFLowDallas, TX2026-11-03
Schorn Wealth LLC
22,982$1.1M0.3%ETFLowEnglewood, FL2026-10-14
Beacon Financial Advisory LLC
19,226$883.1K0.2%ETFLowCleveland, OH2026-10-16
Acorn Wealth Advisors, LLC
19,196$881.7K0.2%ETFLowGrand Blanc, MI2026-10-19
Apollon Wealth Management, LLC
14,550$668.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
VestGen Advisors, LLC
14,371$660.1K0.0%GrowthMediumChicago, IL2026-10-27
Commonwealth Equity Services, LLC
12,150$558.1K0.0%ETFLowWaltham, MA2026-11-02
Royal Palms Capital LLC
10,830$497.4K0.4%YieldMediumWhitefish, MT2026-10-23
Ellsworth Advisors, LLC
10,790$495.6K0.1%GARPHighHudson, OH2026-10-15
BXM Wealth LLC
10,490$481.8K0.3%GrowthLowEnglewood, CO2026-11-03
Cambridge Advisors Inc.
9,737$447.2K0.1%ETFVery LowOmaha, NE2026-10-19
Accredited Investor Services, LLC
7,157$328.7K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Sunrise Financial Services, LLC
7,030$322.9K0.2%ETFMediumBurien, WA2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
6,946$319.0K0.5%GrowthMediumIndianapolis, IN2026-10-14
Dynamic Advisor Solutions LLC
6,857$315.0K0.0%ETFLowPhoenix, AZ2026-10-13
Capital Advisors, Ltd. LLC
6,549$301.0K0.1%ETFLowShaker Heights, OH2026-10-27
Sigma Planning Corp
5,986$274.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Diligent Investors, LLC
5,282$242.6K0.1%CoreLowRedlands, CA2026-10-21
Richardson Capital Management LLC
3,750$172.2K0.1%ETFLowMenomonee Falls, WI2026-10-23
Signature Equity Partners, LLC
2,888$132.6K0.0%GrowthMediumColumbus, OH2026-10-29
Farmers & Merchants Investments Inc
2,621$120.4K0.0%CoreVery LowLincoln, NE2026-10-22
Fifth Third Bancorp
1,902$87.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Triumph Capital Management
1,102$50.6K0.0%ETFMediumDenver, CO2026-10-14
IFP Advisors, Inc
1,013$46.5K0.0%GrowthLowTampa, FL2026-10-16
Canton Hathaway, LLC
1,000$45.9K0.0%ValueLowProvidence, RI2026-10-23
CoreCap Advisors, LLC
919$42.2K0.0%ETFMediumSouthfield, MI2026-10-08
Golden State Wealth Management, LLC
700$32.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Armstrong Advisory Group, Inc
561$25.8K0.0%ETFHighNeedham, MA2026-10-09
Rossby Financial, LCC
438$20.1K0.0%ETFMediumMelbourne, FL2026-11-05
Farther Finance Advisors, LLC
428$19.7K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
367$16.9K0.0%IndexLowMinneapolis, MN2026-11-05
Mosley Wealth Management
210$10.0K0.0%ETFHighAnaheim, CA2026-10-16
Assetmark, Inc
27$1.2K0.0%ETFLowConcord, CA2026-10-21
Gamma Investing LLC
16$7350.0%IndexVery LowFoster City, CA2026-10-08
Dhjj Financial Advisors, Ltd.
12$5520.0%ETFVery LowNaperville, IL2026-10-23
USA Financial Formulas
1$460.0%ETFVery HighAda, MI2026-10-16