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Disclosery

OUSA ALPS ETF TR

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OSHARES US QUALT (fund)

133 managers (135 13F filers) reported a position in OUSA shares at 2026-03-31, 6,089,675 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
133
13F filers
135
New
14
Added
43
Reduced
44
Sold out
11
Shares held by filers
6,089,675

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,567,714$87.3M0.01%-20,93213F-HRTimelineGroup
LPL Financial LLC533,852$29.7M0.01%+5,25313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/378,970$21.1M<0.01%-20,94713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding371,507$20.7M-1,819Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA319,646$17.8M<0.01%-10,24113F-HRTimelineGroup
MGO ONE SEVEN LLC272,266$15.2M0.3%+1,71413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN270,860$15.1M<0.01%-52,22013F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding194,878$10.8M+2,848Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…194,431$10.8M0.02%-2,71713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC188,042$10.5M<0.01%-45,03913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,882$6.22M0.04%-16,44313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,598$5.43M<0.01%+66,06713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…83,949$4.67M1.93%-47,71913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,751$4.33M<0.01%-14,68013F-HRTimelineGroup
Private Advisor Group, LLC77,201$4.3M0.02%-3,86913F-HRTimeline
Sanctuary Advisors, LLC76,003$4.23M0.02%-2,37813F-HRTimeline
&PARTNERS72,572$4.01M0.02%-28,30613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,810$3.61M<0.01%+1,62813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,505$3.2M<0.01%-8,00613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…56,785$3.16M0.12%+61813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,709$3.1M0.04%+13713F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC55,610$3.1M0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC53,688$2.99M0.01%-7,98113F-HR/ATimeline
MML INVESTORS SERVICES, LLC48,777$2.72M0.01%-1,53413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,064$2.01M<0.01%-425,56513F-HR/ATimelineGroup
Avant Capital LLC35,838$2M1.4%-17813F-HRTimeline
DAVENPORT & Co LLC32,944$1.83M0.01%-16613F-HRTimeline
Independent Advisor Alliance29,652$1.65M0.02%new13F-HRTimeline
Caldwell Trust Co29,157$1.62M0.15%-26613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,914$1.61M<0.01%+13,29913F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC28,640$1.59M0.22%-77513F-HRTimelineGroup
Beaumont Financial Advisors, LLC26,822$1.49M0.1%-35113F-HRTimeline
Janney Montgomery Scott LLC25,594$1.43M<0.01%+1,72213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25,201$1.4M0.06%+5,08013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,261$1.38M<0.01%+1,14013F-HRTimelineGroup
Sovereign Financial Group, Inc.21,976$1.22M0.21%-13913F-HRTimeline
Cetera Investment Advisers20,767$1.16M<0.01%+23413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,395$1.08M<0.01%-49,10513F-HRTimeline
Tempo Wealth, LLC18,968$1.06M0.18%-58413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,644$1.04M<0.01%-1,20713F-HRTimeline
Capital Advisors, Ltd. LLC15,682$873K0.1%-24113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,262$850K0.06%new13F-HRTimelineGroup
Park Edge Advisors, LLC12,724$708K0.16%-19013F-HRTimeline
Compound Planning, Inc.12,146$676K0.02%+59413F-HRTimeline
Kingsview Wealth Management, LLC10,934$609K0.01%-2,52513F-HRTimeline
BXM Wealth LLC10,900$607K0.47%+90013F-HRTimeline
Grandview Asset Management LLC10,802$601K0.18%-1,26713F-HRTimeline
Mariner, LLCin group Mariner, LLC9,848$548K<0.01%+2,13213F-HRTimelineGroup
Sigma Planning Corp9,620$536K0.01%-89713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,271$516K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,259$515K<0.01%-7313F-HRTimelineGroup
WEDBUSH SECURITIES INC9,062$504K0.01%013F-HRTimeline
Madison Wealth Partners, Inc8,808$490K0.08%+3,54213F-HRTimeline
HighTower Advisors, LLC8,754$487K<0.01%-2013F-HRTimeline
Intrepid Financial Planning Group LLC8,645$481K0.19%-3513F-HRTimeline
KERR FINANCIAL PLANNING Corp8,414$481K0.34%+3213F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,362$466K0.01%-1213F-HRTimelineGroup
Focus Financial Network, Inc.7,921$441K0.02%+2813F-HRTimeline
J.W. COLE ADVISORS, INC.7,320$408K0.01%+1413F-HRTimeline
Integrated Wealth Concepts LLC7,287$406K<0.01%+86813F-HRTimeline
Creative Planningin group Creative Planning7,273$405K<0.01%+9513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,376$405K<0.01%+27013F-HR/ATimelineGroup
Elmwood Wealth Management, Inc.7,236$403K0.11%+72813F-HRTimeline
Burns Matteson Capital Management, LLC6,715$374K0.15%013F-HRTimeline
Beacon Financial Advisory LLC6,676$372K0.08%+2313F-HRTimeline
FMR LLCin group FMR LLC6,659$371K<0.01%+2,38413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,564$365K<0.01%+1213F-HRTimeline
Diligent Investors, LLC6,276$349K0.09%-19513F-HRTimeline
Pine Valley Investments Ltd Liability Co6,264$349K0.02%+2313F-HRTimeline
Steward Partners Investment Advisory, L…5,960$332K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,945$331K<0.01%+44513F-HRTimelineGroup
Symphony Financial Services, Inc.5,685$316K0.16%-4,56813F-HRTimeline
Beacon Pointe Advisors, LLC5,571$310K<0.01%+113F-HRTimeline
MTM FINANCIAL GROUP, LLC5,483$305K0.14%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,280$294K0.02%-7013F-HRTimeline
Blue Water Asset Management5,183$289K0.1%013F-HRTimeline
LeClair Wealth Partners LLC5,183$289K0.1%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,130$286K0.18%013F-HRTimelineGroup
Mutual Advisors, LLC4,794$267K0.01%+113F-HRTimeline
Next Level Private LLC4,641$258K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…4,452$248K<0.01%-16713F-HRTimeline
Astoria Portfolio Advisors LLC.4,344$248K0.05%+59813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,274$238K<0.01%new13F-HRTimeline
Hobbs Group Advisors, LLC4,159$232K0.07%+1113F-HRTimeline
Nemes Rush Group LLC4,035$225K0.02%+613F-HRTimeline
Sovran Advisors, LLC3,621$210K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC3,715$207K0.07%013F-HRTimeline
NewEdge Wealth, LLC3,714$207K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,983$166K<0.01%+2,84313F-HRTimelineGroup
Advisory Services Network, LLC2,838$158K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,769$154K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.2,298$128K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,173$121K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC1,760$98K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,747$97.3K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,569$87.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,584$86.9K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,250$69.6K<0.01%new13F-HR/ATimeline
PRIVATE TRUST CO NA1,243$69.2K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,150$64K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,022$56.9K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,000$56K<0.01%013F-HRTimeline
Triumph Capital Management841$46.8K0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.667$37.1K<0.01%+213F-HRTimeline
TD Capital Management LLC662$36.8K<0.01%013F-HRTimeline
Sankala Group LLC642$35.4K0.03%+23113F-HRTimeline
Jackson Hole Capital Partners, LLC552$30.7K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.500$29.1K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL474$26.4K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC424$23.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.416$23.2K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC403$22.4K<0.01%+35213F-HRTimelineGroup
CoreCap Advisors, LLC383$21.3K<0.01%+24313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC380$21.1K<0.01%-41213F-HRTimeline
Signature Equity Partners, LLC367$20.4K0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC326$18.1K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton318$17.7K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC305$17K<0.01%+513F-HRTimelineGroup
Arax Advisory Partners301$16.8K<0.01%+113F-HRTimeline
SHP Wealth Management197$11K<0.01%013F-HRTimeline
Dorato Capital Management192$10.9K0.01%013F-HRTimeline
Archer Investment Corp148$8.24K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.123$6.85K0.01%013F-HRTimeline
MAI Capital Management118$6.58K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.117$6.51K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.117$6.51K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91$5.05K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.70$3.9K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC49$2.73K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28$1.56K<0.01%-913F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…2$112<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS2$111<0.01%-12,49113F-HRTimeline
Farther Finance Advisors, LLC2$111<0.01%013F-HRTimeline