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Disclosery

OUSA ALPS ETF TR

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OSHARES US QUALT (fund)

125 managers (126 13F filers) reported a position in OUSA shares at 2025-03-31, 7,222,945 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
125
13F filers
126
New
8
Added
35
Reduced
43
Sold out
9
Shares held by filers
7,222,945

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,479,159$78.7M0.01%-12,41013F-HRTimelineGroup
LPL Financial LLC547,385$29.1M0.01%+30,36413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…464,797$24.7M4.16%+16,65413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC414,763$22.1M0.01%-33,15313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/382,785$20.4M<0.01%-27,23213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN348,598$18.6M<0.01%-22,78513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA335,457$17.9M<0.01%-34,73713F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding333,045$17.7M-3,026Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,143$14.7M0.01%-6,04113F-HRTimelineGroup
MGO ONE SEVEN LLC246,170$13.1M0.51%+3,07713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…218,419$11.6M0.03%+8,85113F-HRTimelineGroup
UBS Group AGin group UBS Group AG203,299$10.8M<0.01%-16,70013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.143,233$7.62M0.07%-2,05213F-HRTimelineGroup
&PARTNERS142,537$7.5M0.08%-13,94913F-HRTimeline
Janney Montgomery Scott LLC139,693$7.43M0.02%+56,42913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,673$5.57M0.01%+66213F-HRTimelineGroup
Private Advisor Group, LLC86,715$4.61M0.03%-1,90713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,365$4.28M<0.01%+2,44713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,037$4.15M0.01%+96613F-HRTimelineGroup
Sanctuary Advisors, LLC75,818$4.04M0.03%+11813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,825$3.66M0.01%-50813F-HRTimeline
MML INVESTORS SERVICES, LLC63,524$3.38M0.01%+4,88313F-HRTimeline
NewEdge Advisors, LLC62,683$3.34M0.02%+31,36913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,677$3.02M<0.01%+35,24613F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,509$2.79M0.04%-3,37213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,006$2.66M0.11%+22,60113F-HRTimelineGroup
WIN ADVISORS, INC47,804$2.54M1.31%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,031$2.18M<0.01%-1,91113F-HRTimeline
DAVENPORT & Co LLC35,488$1.89M0.01%-17813F-HRTimeline
WealthPlan Investment Management, LLC34,141$1.82M0.18%-52113F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC34,130$1.82M0.43%-50013F-HRTimelineGroup
Avant Capital LLC31,542$1.68M1.4%+71713F-HRTimeline
Caldwell Trust Co30,503$1.62M0.17%-15013F-HRTimeline
Beaumont Financial Advisors, LLC27,507$1.46M0.11%-83413F-HRTimeline
Sovereign Financial Group, Inc.22,635$1.2M0.28%+23813F-HRTimeline
Cetera Investment Advisers22,608$1.2M<0.01%-5213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,659$1.15M0.06%-21913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,175$1.07M<0.01%new13F-HRTimelineGroup
Park Edge Advisors, LLC20,022$1.07M0.3%-3,05713F-HRTimeline
Capital Advisors, Ltd. LLC15,956$849K0.11%+1013F-HRTimeline
Kingsview Wealth Management, LLC13,814$735K0.01%+1613F-HRTimeline
Cresset Asset Management, LLC13,592$723K<0.01%013F-HRTimeline
Diligent Investors, LLC12,926$688K0.17%-1,68613F-HRTimeline
Grandview Asset Management LLC12,501$665K0.25%-52113F-HRTimeline
Sigma Planning Corp11,213$597K0.02%+90913F-HRTimeline
Symphony Financial Services, Inc.10,849$577K0.38%-65413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,455$550K<0.01%+7,53013F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,285$547K0.01%+20213F-HRTimelineGroup
Compound Planning, Inc.10,156$540K0.02%+1,54213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,956$530K0.02%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC9,062$482K0.02%013F-HRTimeline
Focus Financial Network, Inc.9,056$482K0.02%-2,65913F-HRTimeline
Cambridge Investment Research Advisors,…9,036$481K<0.01%-2,32713F-HRTimeline
HighTower Advisors, LLC9,019$480K<0.01%-1,22213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,710$464K<0.01%-4,96613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,142$433K<0.01%-1013F-HRTimelineGroup
Summit Financial, LLC7,734$412K0.01%+1,55713F-HRTimeline
Intrepid Financial Planning Group LLC7,580$410K0.19%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,483$398K0.05%-30013F-HRTimeline
MTM FINANCIAL GROUP, LLC7,395$394K0.23%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,202$383K0.01%+17513F-HRTimeline
Creative Planningin group Creative Planning7,200$383K<0.01%-1313F-HRTimelineGroup
Integrated Wealth Concepts LLC7,195$383K<0.01%-6813F-HRTimeline
Steward Partners Investment Advisory, L…7,170$382K<0.01%013F-HRTimeline
NewEdge Wealth, LLC6,922$368K0.01%+113F-HRTimeline
Burns Matteson Capital Management, LLC6,743$359K0.19%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,630$353K<0.01%-1,47413F-HRTimeline
Beacon Financial Advisory LLC6,583$350K0.11%+2213F-HRTimeline
Pine Valley Investments Ltd Liability Co6,173$329K0.02%+2213F-HRTimeline
Mariner, LLCin group Mariner, LLC6,159$328K<0.01%013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.6,430$326K0.11%-3,85013F-HRTimeline
Beacon Pointe Advisors, LLC5,570$296K<0.01%-4113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,501$293K<0.01%-47913F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC5,409$288K0.02%-29013F-HRTimeline
Nemes Rush Group LLC5,036$268K0.03%+1813F-HRTimeline
Mutual Advisors, LLC5,090$260K0.01%+113F-HRTimeline
FMR LLCin group FMR LLC4,687$249K<0.01%+30113F-HRTimelineGroup
Next Level Private LLC4,641$247K0.09%013F-HRTimeline
ACAS, LLC4,709$243K0.19%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,140$220K<0.01%013F-HRTimelineGroup
Hobbs Group Advisors, LLC4,051$216K0.08%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,000$213K<0.01%013F-HRTimelineGroup
ORG Partners LLC3,824$203K0.05%-1,25313F-HRTimeline
Medallion Wealth Advisors, LLC3,715$197K0.09%013F-HRTimeline
Stephens Consulting, LLC3,607$192K0.05%013F-HRTimeline
COMERICA BANK2,934$156K<0.01%-19013F-HRTimeline
AE Wealth Management LLC2,405$128K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,173$116K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,993$106K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,569$83.5K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,250$66.5K<0.01%-20013F-HRTimeline
Fourth Dimension Wealth, LLC1,150$61.2K0.03%013F-HRTimeline
CENTRAL TRUST Co1,076$57.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,072$57.1K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,000$53.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,000$53.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.916$48K<0.01%new13F-HRTimeline
TD Capital Management LLC662$35.2K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC552$29.4K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC524$27.8K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL467$24.9K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC424$22.6K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC416$22.2K0.01%+113F-HRTimeline
Beacon Capital Management, LLC379$20.2K<0.01%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …376$20K<0.01%13F-HRTimelineGroup
Glen Eagle Advisors, LLC321$17.1K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton318$16.9K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS303$16.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$16K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc187$9.95K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC167$8.86K<0.01%+16513F-HRTimeline
Archer Investment Corp148$7.88K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…140$7.45K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC140$7.45K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC139$7.4K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.126$6.71K0.01%013F-HRTimeline
MAI Capital Management116$6.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC92$4.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91$4.82K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.70$3.73K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…37$1.97K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC28$1.48K<0.01%013F-HRTimeline
New Millennium Group LLC16$852<0.01%-15913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$53<0.01%-10213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.