Skip to content
Disclosery

OUSA ALPS ETF TR

Follow

OSHARES US QUALT (fund)

135 managers (136 13F filers) reported a position in OUSA shares at 2025-09-30, 6,708,457 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
135
13F filers
136
New
15
Added
36
Reduced
49
Sold out
4
Shares held by filers
6,708,457

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,552,212$87.8M0.01%+9,06113F-HR/ATimelineGroup
LPL Financial LLC545,932$30.9M0.01%-1,15913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC466,160$26.4M0.01%+11,35513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/382,622$21.6M<0.01%+10,29513F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding355,898$20.1M+9,478Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN319,829$18.1M<0.01%-17,52013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA305,647$17.3M<0.01%-21,26413F-HRTimelineGroup
MGO ONE SEVEN LLC264,098$14.9M0.35%+4,11713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,929$13.4M<0.01%-48,21913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…201,587$11.4M0.02%-4,56213F-HRTimelineGroup
UBS Group AGin group UBS Group AG197,380$11.2M<0.01%-8,45213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.137,008$7.75M0.06%-3,17613F-HRTimelineGroup
&PARTNERS117,504$6.64M0.04%-22,77313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP90,926$5.14M<0.01%+40513F-HRTimelineGroup
Private Advisor Group, LLC82,339$4.66M0.02%-2,04513F-HRTimeline
Sanctuary Advisors, LLC77,182$4.36M0.03%+60813F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,520$4.33M<0.01%+18,98113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,469$3.88M0.01%-68913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,274$3.75M<0.01%-14,84413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,381$3.61M0.01%-1,59613F-HRTimelineGroup
NewEdge Advisors, LLC62,870$3.55M0.02%+10913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…58,050$3.28M6.5%-463,13013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,620$3.14M0.04%+1,89313F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC55,610$3.14M0.02%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC52,730$2.98M0.01%-8,68313F-HRTimeline
DAVENPORT & Co LLC35,488$2.01M0.01%-2313F-HRTimeline
WealthPlan Investment Management, LLC34,748$1.96M0.13%-87513F-HRTimeline
Avant Capital LLC34,443$1.95M1.37%+1,64913F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC32,940$1.86M0.31%-99013F-HRTimelineGroup
Caldwell Trust Co29,690$1.68M0.16%-51313F-HRTimeline
Janney Montgomery Scott LLC29,604$1.67M<0.01%-139,58213F-HRTimeline
Beaumont Financial Advisors, LLC27,250$1.54M0.1%-17113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP23,900$1.35M<0.01%+5,00013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,389$1.32M<0.01%+17,36013F-HRTimelineGroup
Sovereign Financial Group, Inc.22,087$1.25M0.23%-1,19913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,956$1.24M<0.01%-19,08613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,613$1.22M0.05%-5513F-HRTimeline
Cetera Investment Advisers20,981$1.19M<0.01%-1,36913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,072$1.13M<0.01%+2,24913F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,981$904K0.1%+1213F-HRTimeline
Cresset Asset Management, LLC13,592$768K<0.01%013F-HR/ATimeline
Kingsview Wealth Management, LLC13,444$760K0.01%+1413F-HRTimeline
Park Edge Advisors, LLC12,913$730K0.17%-8,58713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,909$730K<0.01%-10,34613F-HRTimelineGroup
Symphony Financial Services, Inc.12,386$700K0.38%+1,07313F-HRTimeline
USA FINANCIAL FORMULAS12,105$684K0.12%+2,17113F-HRTimeline
Grandview Asset Management LLC12,036$681K0.19%-12313F-HRTimeline
NFSG Corp11,161$631K0.09%+43513F-HRTimeline
Compound Planning, Inc.11,161$631K0.02%+43513F-HRTimeline
Sigma Planning Corp10,397$588K0.02%-82613F-HRTimeline
WEDBUSH SECURITIES INC9,062$512K0.02%013F-HRTimeline
HighTower Advisors, LLC8,959$507K<0.01%-6113F-HRTimeline
KERR FINANCIAL PLANNING Corp8,809$496K0.7%13F-HR/ATimeline
CHOREO, LLC8,573$485K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,493$480K0.01%-41213F-HRTimelineGroup
Intrepid Financial Planning Group LLC8,250$466K0.18%+41013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,016$453K<0.01%-15713F-HRTimelineGroup
Focus Financial Network, Inc.7,865$445K0.02%-10713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,619$431K<0.01%-1,62613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,517$425K<0.01%+3,37713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,500$424K<0.01%+1,34113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,292$412K0.01%+1413F-HRTimeline
Creative Planningin group Creative Planning7,178$406K<0.01%-2213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,106$402K<0.01%-37213F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED7,009$396K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC6,862$388K<0.01%+813F-HRTimeline
NewEdge Wealth, LLC6,849$383K0.01%+113F-HRTimeline
Burns Matteson Capital Management, LLC6,715$380K0.16%013F-HRTimeline
Beacon Financial Advisory LLC6,631$375K0.09%+2313F-HRTimeline
Summit Financial, LLC6,600$373K0.01%-63613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,541$370K<0.01%-20213F-HRTimeline
Diligent Investors, LLC6,467$366K0.09%+513F-HRTimeline
Pine Valley Investments Ltd Liability Co6,219$352K0.02%+2213F-HRTimeline
Steward Partners Investment Advisory, L…6,110$345K<0.01%-1,06013F-HRTimeline
HRT FINANCIAL LP6,053$342K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC5,672$321K<0.01%+10213F-HRTimeline
Wisconsin Wealth Advisors, LLC5,592$316K0.3%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC5,483$310K0.15%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,434$307K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…5,405$306K<0.01%-97713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,330$301K0.19%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,162$292K<0.01%-5113F-HRTimelineGroup
Nemes Rush Group LLC5,031$284K0.03%+1813F-HRTimeline
Mutual Advisors, LLC4,792$270K0.01%-29913F-HRTimeline
Next Level Private LLC4,641$263K0.08%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,472$253K0.01%-63913F-HRTimelineGroup
FMR LLCin group FMR LLC4,247$240K<0.01%-7713F-HRTimelineGroup
Hobbs Group Advisors, LLC4,138$234K0.07%+1113F-HRTimeline
BXM Wealth LLC2,500$226K0.21%new13F-HRTimeline
Medallion Wealth Advisors, LLC3,715$210K0.07%013F-HRTimeline
Sovran Advisors, LLC3,621$203K0.02%new13F-HRTimeline
Astoria Portfolio Advisors LLC.3,543$201K0.05%new13F-HRTimeline
ORG Partners LLC3,399$193K0.04%-43913F-HRTimeline
Advisory Services Network, LLC3,338$189K<0.01%new13F-HRTimeline
Stephens Consulting, LLC3,294$186K0.06%-31313F-HRTimeline
COMERICA BANK2,859$162K<0.01%-2513F-HRTimeline
AE Wealth Management LLC2,606$147K<0.01%+20113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,173$123K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,793$101K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,569$88.7K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC1,350$76.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,243$70.3K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,150$65K0.02%013F-HRTimeline
CENTRAL TRUST Co1,076$60.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,072$60.6K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,000$56.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.663$37.5K<0.01%-25613F-HRTimeline
TD Capital Management LLC662$37.4K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC552$31.2K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC524$29.6K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC475$26.9K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL471$26.6K<0.01%+213F-HRTimeline
Princeton Global Asset Management LLC424$24K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC420$23.7K<0.01%+213F-HRTimeline
Glen Eagle Advisors, LLC323$18.3K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton318$18K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…310$17.5K<0.01%new13F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS303$17.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$17K<0.01%013F-HRTimelineGroup
Arax Advisory Partners300$17K<0.01%new13F-HRTimeline
Compass Financial Services Inc187$10.6K<0.01%013F-HRTimeline
Archer Investment Corp148$8.37K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…140$7.92K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC140$7.92K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.126$7.12K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC120$6.81K<0.01%new13F-HRTimeline
MAI Capital Management117$6.63K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC92$5.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91$5.12K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.70$3.96K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC56$3.17K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…37$2.09K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.43$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC25$1.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2$113<0.01%-4013F-HRTimeline