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Disclosery

OUSA ALPS ETF TR

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OSHARES US QUALT (fund)

128 managers (130 13F filers) reported a position in OUSA shares at 2026-06-30, 5,886,555 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
128
13F filers
130
New
9
Added
39
Reduced
42
Sold out
13
Shares held by filers
5,886,555

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,542,936$90M<0.01%-24,77813F-HRTimelineGroup
LPL Financial LLC524,948$30.6M0.01%-8,90413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/371,645$21.7M<0.01%-7,32513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding362,305$21.1M-9,202Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA300,573$17.5M<0.01%-19,07313F-HRTimelineGroup
MGO ONE SEVEN LLC274,456$16M0.26%+2,19013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN262,882$15.3M<0.01%-7,97813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC183,550$10.7M<0.01%-4,49213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding182,836$10.7M-12,042Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…146,302$8.53M0.01%-48,12913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC123,599$7.21M<0.01%+26,00113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.100,854$5.88M0.04%-7,02813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…96,857$5.65M0.11%+40,07213F-HRTimelineGroup
Private Advisor Group, LLC76,256$4.45M0.02%-94513F-HRTimeline
Sanctuary Advisors, LLC76,036$4.44M0.02%+3313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,413$3.87M<0.01%+1,60313F-HRTimelineGroup
&PARTNERS64,018$3.73M0.02%-8,55413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,672$3.54M<0.01%+3,16713F-HRTimelineGroup
NewEdge Advisors, LLC59,201$3.45M0.01%+5,51313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.54,914$3.2M0.03%-79513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC53,603$3.13M0.01%+4,82613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,846$2.5M<0.01%-34,90513F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…40,932$2.39M0.87%-43,01713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,161$2.05M<0.01%-90313F-HRTimelineGroup
Avant Capital LLC34,639$2.02M1.27%-1,19913F-HRTimeline
DAVENPORT & Co LLC31,366$1.83M0.01%-1,57813F-HRTimeline
Caldwell Trust Co28,797$1.68M0.14%-36013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC28,640$1.67M0.2%013F-HRTimelineGroup
Janney Montgomery Scott LLC28,530$1.66M<0.01%+2,93613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,688$1.6M<0.01%+2,42713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC26,332$1.54M0.06%+1,13113F-HRTimeline
Beaumont Financial Advisors, LLC26,285$1.53M0.1%-53713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,043$1.34M<0.01%-5,87113F-HRTimelineGroup
Sovereign Financial Group, Inc.22,087$1.29M0.2%+11113F-HRTimeline
Cetera Investment Advisers20,938$1.22M<0.01%+17113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,340$1.15M<0.01%-5513F-HRTimeline
BXM Wealth LLC19,400$1.13M0.62%+8,50013F-HRTimeline
Tempo Wealth, LLC18,682$1.09M0.16%-28613F-HRTimeline
HRT FINANCIAL LP18,217$1.06M<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,534$1.02M<0.01%+8,26313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,855$925K<0.01%-2,78913F-HRTimeline
Steward Partners Investment Advisory, L…15,770$920K<0.01%+9,81013F-HRTimeline
Capital Advisors, Ltd. LLC15,586$909K0.09%-9613F-HRTimeline
Park Edge Advisors, LLC12,724$742K0.16%013F-HRTimeline
Integrated Wealth Concepts LLC12,709$741K<0.01%+5,42213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,718$565K<0.01%+2,34213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC9,539$556K<0.01%new13F-HRTimelineGroup
USA FINANCIAL FORMULAS9,500$554K0.1%13F-HRTimeline
Kingsview Wealth Management, LLC9,424$550K0.01%-1,51013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,306$543K<0.01%+4713F-HRTimelineGroup
Sigma Planning Corp9,227$538K0.01%-39313F-HRTimeline
WEDBUSH SECURITIES INC9,062$529K0.01%013F-HRTimeline
Grandview Asset Management LLC9,197$525K0.13%-1,60513F-HRTimeline
Beacon Pointe Advisors, LLC8,864$517K<0.01%+3,29313F-HRTimeline
HighTower Advisors, LLC8,735$510K<0.01%-1913F-HRTimeline
KERR FINANCIAL PLANNING Corp8,420$491K0.55%+613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,362$488K0.01%013F-HRTimelineGroup
Intrepid Financial Planning Group LLC8,314$485K0.16%-33113F-HRTimeline
Madison Wealth Partners, Inc7,972$465K0.06%-83613F-HRTimeline
Focus Financial Network, Inc.7,951$464K0.01%+3013F-HRTimeline
J.W. COLE ADVISORS, INC.7,273$424K0.01%-4713F-HRTimeline
Elmwood Wealth Management, Inc.7,236$422K0.11%013F-HRTimeline
Creative Planningin group Creative Planning7,183$419K<0.01%-9013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd6,703$391K0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC6,699$391K0.08%+2313F-HRTimeline
Burns Matteson Capital Management, LLC6,662$389K0.12%-5313F-HRTimeline
FMR LLCin group FMR LLC6,626$387K<0.01%-3313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,576$384K<0.01%+1213F-HR/ATimeline
Pine Valley Investments Ltd Liability Co6,287$367K0.02%+2313F-HRTimeline
Vise Technologies, Inc.6,232$364K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC6,113$357K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,940$346K<0.01%-513F-HRTimelineGroup
Diligent Investors, LLC5,780$337K0.08%-49613F-HRTimeline
Symphony Financial Services, Inc.5,537$323K0.15%-14813F-HRTimeline
MTM FINANCIAL GROUP, LLC5,483$320K0.14%013F-HRTimeline
Blue Water Asset Management5,183$302K0.1%013F-HRTimeline
Mutual Advisors, LLC4,796$280K0.01%+213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,780$279K0.01%-50013F-HRTimeline
Next Level Private LLC4,641$271K0.05%013F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…4,530$264K0.16%13F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,454$260K<0.01%+213F-HR/ATimeline
HARBOUR INVESTMENTS, INC.4,275$249K<0.01%+113F-HRTimeline
Hobbs Group Advisors, LLC4,170$243K0.06%+1113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,063$238K0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,053$236K0.01%+2,30613F-HRTimelineGroup
Nemes Rush Group LLC4,035$235K0.02%013F-HRTimeline
Sovran Advisors, LLC3,621$222K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC3,415$199K0.06%-30013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,988$174K<0.01%+513F-HRTimelineGroup
AE Wealth Management LLC2,769$162K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.2,298$134K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,173$127K<0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC2,101$123K0.02%new13F-HRTimeline
Allied Private Wealth LLC2,017$120K0.08%13F-HRTimeline
Smartleaf Asset Management LLC1,584$92.2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,569$91.5K<0.01%013F-HRTimeline
High Note Wealth, LLC1,302$75.9K0.01%-45813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,250$72.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,243$72.5K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,150$67.1K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,000$60K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,022$59.6K<0.01%013F-HRTimelineGroup
Triumph Capital Management844$49.2K0.01%+313F-HRTimeline
Sankala Group LLC659$40.8K0.03%+1713F-HRTimeline
LANARK FINANCIAL, INC.669$39K<0.01%+213F-HRTimeline
TD Capital Management LLC662$38.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.500$29.4K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL476$27.8K<0.01%+213F-HRTimeline
Princeton Global Asset Management LLC424$24.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.416$24.3K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC403$23.5K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.384$22.4K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC368$21.5K0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC327$19.1K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton318$18.5K<0.01%013F-HRTimeline
Arax Advisory Partners301$17.6K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC263$15.3K<0.01%new13F-HRTimeline
SHP Wealth Management197$11.5K<0.01%013F-HRTimeline
Dorato Capital Management192$11.4K0.01%013F-HRTimeline
Archer Investment Corp148$8.63K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC140$8.17K<0.01%-24313F-HRTimeline
Quest 10 Wealth Builders, Inc.123$7.17K0.01%013F-HRTimeline
Kingdom Financial Group LLC.117$6.83K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91$5.29K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.70$4.08K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC52$3.03K<0.01%+5013F-HRTimeline
Aptus Capital Advisors, LLC49$2.86K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2$117<0.01%013F-HRTimeline