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Disclosery

OUSA ALPS ETF TR

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OSHARES US QUALT (fund)

134 managers (135 13F filers) reported a position in OUSA shares at 2025-12-31, 6,781,895 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
134
13F filers
135
New
8
Added
45
Reduced
43
Sold out
15
Shares held by filers
6,781,895

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,588,646$91.7M0.01%+36,43413F-HR/ATimelineGroup
LPL Financial LLC528,599$30.5M0.01%-17,33313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC461,629$26.6M0.01%-4,53113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/399,917$23.1M<0.01%+17,29513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding373,326$21.5M+17,428Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA329,887$19M<0.01%+24,24013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN323,080$18.6M<0.01%+3,25113F-HRTimelineGroup
MGO ONE SEVEN LLC270,552$15.6M0.32%+6,45413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC233,081$13.4M<0.01%-3,84813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…197,148$11.4M0.02%-4,43913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG192,030$11.1M<0.01%-5,35013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…131,668$7.6M2.65%+73,61813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.124,325$7.17M0.05%-12,68313F-HRTimelineGroup
&PARTNERS100,878$5.82M0.03%-16,62613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,431$5.33M<0.01%+1,50513F-HRTimelineGroup
Private Advisor Group, LLC81,070$4.68M0.02%-1,26913F-HRTimeline
Sanctuary Advisors, LLC78,381$4.52M0.02%+1,19913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,500$3.99M0.01%+3113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,511$3.78M0.01%+1,13013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,182$3.65M<0.01%-3,09213F-HRTimelineGroup
NewEdge Advisors, LLC61,669$3.56M0.01%-1,20113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…56,167$3.24M0.12%new13F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC55,610$3.21M0.02%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,572$3.21M0.04%-4813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC50,311$2.9M0.01%-2,41913F-HRTimeline
Avant Capital LLC36,016$2.08M1.43%+1,57313F-HRTimeline
WealthPlan Investment Management, LLC35,510$2.05M0.13%+76213F-HRTimeline
DAVENPORT & Co LLC33,110$1.91M0.01%-2,37813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,531$1.82M<0.01%-44,98913F-HR/ATimelineGroup
Caldwell Trust Co29,423$1.7M0.15%-26713F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC29,415$1.7M0.25%-3,52513F-HRTimelineGroup
Beaumont Financial Advisors, LLC27,173$1.57M0.1%-7713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,121$1.39M<0.01%+4,04913F-HRTimelineGroup
Janney Montgomery Scott LLC23,872$1.38M<0.01%-5,73213F-HRTimeline
Sovereign Financial Group, Inc.22,115$1.28M0.23%+2813F-HRTimeline
Cetera Investment Advisers20,533$1.18M<0.01%-44813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,121$1.16M0.05%-1,49213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,851$1.15M<0.01%-2,10513F-HRTimeline
Tempo Wealth, LLC19,552$1.13M0.2%13F-HRTimeline
Capital Advisors, Ltd. LLC15,923$919K0.1%-5813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,615$901K<0.01%-7,77413F-HRTimelineGroup
Cresset Asset Management, LLC13,592$784K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC13,459$777K0.01%+1513F-HRTimeline
Park Edge Advisors, LLC12,914$745K0.17%+113F-HRTimeline
USA FINANCIAL FORMULAS12,493$721K0.13%+38813F-HRTimeline
Grandview Asset Management LLC12,069$696K0.19%+3313F-HRTimeline
Compound Planning, Inc.11,552$667K0.02%+39113F-HRTimeline
Sigma Planning Corp10,517$607K0.02%+12013F-HRTimeline
Symphony Financial Services, Inc.10,253$592K0.3%-2,13313F-HRTimeline
BXM Wealth LLC10,000$577K0.44%+7,50013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,332$538K<0.01%+1,31613F-HRTimelineGroup
WEDBUSH SECURITIES INC9,062$523K0.02%013F-HRTimeline
HighTower Advisors, LLC8,774$506K<0.01%-18513F-HRTimeline
Intrepid Financial Planning Group LLC8,680$501K0.19%+43013F-HRTimeline
KERR FINANCIAL PLANNING Corp8,382$498K0.67%-42713F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,374$483K0.01%-11913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,216$474K<0.01%+69913F-HRTimelineGroup
Focus Financial Network, Inc.7,893$455K0.02%+2813F-HRTimeline
Mariner, LLCin group Mariner, LLC7,716$445K<0.01%+21613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,619$440K<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,300$421K<0.01%-16,60013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,306$418K0.01%+1413F-HRTimeline
Creative Planningin group Creative Planning7,178$414K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,106$410K<0.01%013F-HRTimelineGroup
Burns Matteson Capital Management, LLC6,715$387K0.16%013F-HRTimeline
Beacon Financial Advisory LLC6,653$384K0.09%+2213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,552$378K<0.01%+1113F-HRTimeline
Summit Financial, LLC6,550$378K0.01%-5013F-HRTimeline
Elmwood Wealth Management, Inc.6,508$376K0.12%new13F-HRTimeline
Diligent Investors, LLC6,471$373K0.09%+413F-HRTimeline
Integrated Wealth Concepts LLC6,419$370K<0.01%-44313F-HRTimeline
Pine Valley Investments Ltd Liability Co6,241$360K0.02%+2213F-HRTimeline
Steward Partners Investment Advisory, L…5,960$344K<0.01%-15013F-HRTimeline
Beacon Pointe Advisors, LLC5,570$321K<0.01%-10213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,500$317K<0.01%+33813F-HR/ATimelineGroup
MTM FINANCIAL GROUP, LLC5,483$316K0.15%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,350$309K0.02%-8413F-HRTimeline
Madison Wealth Partners, Inc5,266$304K0.06%new13F-HRTimeline
Blue Water Asset Management5,183$299K0.11%13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,130$296K0.18%-20013F-HRTimelineGroup
Mutual Advisors, LLC4,793$277K0.01%+113F-HRTimeline
Next Level Private LLC4,641$268K0.07%013F-HRTimeline
Cambridge Investment Research Advisors,…4,619$266K<0.01%-78613F-HRTimeline
FMR LLCin group FMR LLC4,275$247K<0.01%+2813F-HRTimelineGroup
Hobbs Group Advisors, LLC4,148$239K0.07%+1013F-HRTimeline
Nemes Rush Group LLC4,029$232K0.02%-1,00213F-HRTimeline
Astoria Portfolio Advisors LLC.3,746$219K0.05%+20313F-HRTimeline
Medallion Wealth Advisors, LLC3,715$214K0.07%013F-HRTimeline
NewEdge Wealth, LLC3,714$214K<0.01%-3,13513F-HRTimeline
Sovran Advisors, LLC3,621$213K0.02%013F-HRTimeline
CHOREO, LLC3,655$212K<0.01%-4,91813F-HRTimeline
ORG Partners LLC3,413$197K0.03%+1413F-HRTimeline
Stephens Consulting, LLC3,294$190K0.06%013F-HRTimeline
COMERICA BANK2,838$164K<0.01%-2113F-HRTimeline
AE Wealth Management LLC2,769$160K<0.01%+16313F-HRTimeline
Miller Capital Partners, Inc.2,298$133K0.07%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,173$125K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,760$102K0.02%-3313F-HRTimeline
Wilmington Savings Fund Society, FSB1,569$90.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,243$71.7K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,150$66.4K0.02%013F-HRTimeline
CENTRAL TRUST Co1,076$62.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,022$59K<0.01%-5013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,000$58.2K<0.01%013F-HRTimeline
Triumph Capital Management839$48.4K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC792$45.7K<0.01%+70013F-HRTimeline
LANARK FINANCIAL, INC.665$38.4K<0.01%+213F-HRTimeline
TD Capital Management LLC662$38.2K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC552$31.8K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL473$27.3K<0.01%+213F-HRTimeline
Princeton Global Asset Management LLC424$24.5K<0.01%013F-HRTimeline
Sankala Group LLC411$24.4K0.02%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.416$24K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC366$21.1K0.01%13F-HRTimeline
Glen Eagle Advisors, LLC325$18.7K<0.01%+213F-HRTimeline
Rosenberg Matthew Hamilton318$18.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…310$17.9K<0.01%013F-HRTimelineGroup
Arax Advisory Partners300$17.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC300$17K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC200$11.5K<0.01%new13F-HRTimeline
SHP Wealth Management197$11.4K<0.01%13F-HRTimeline
Dorato Capital Management192$11.3K0.01%13F-HRTimeline
Compass Financial Services Inc187$10.8K<0.01%013F-HRTimeline
Archer Investment Corp148$8.54K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…140$8.08K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC140$8.08K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.123$7.1K0.01%-313F-HRTimeline
MAI Capital Management118$6.79K<0.01%+113F-HRTimeline
Kingdom Financial Group LLC.117$6.75K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91$5.23K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC51$2.94K<0.01%-513F-HRTimelineGroup
Aptus Capital Advisors, LLC49$2.83K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…37$2.13K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2$115<0.01%013F-HRTimeline