Skip to content
Disclosery

OUSM ALPS ETF TR

Follow

ETF (fund)

124 managers (125 13F filers) reported a position in OUSM shares at 2026-06-30, 11,565,012 shares in all. 14 filers opened a position and 14 filers sold out during the quarter.

Managers
124
13F filers
125
New
14
Added
33
Reduced
53
Sold out
14
Shares held by filers
11,565,012

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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,505,621$71.5M0.01%-76,79313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,391,063$66.1M0.02%-47,65513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,261,048$59.9M<0.01%-381,69113F-HRTimelineGroup
Cetera Investment Advisers1,099,240$52.2M0.05%+57,13813F-HRTimeline
Sanctuary Advisors, LLC898,228$42.7M0.2%+17,49513F-HRTimeline
LPL Financial LLC537,450$25.5M0.01%-33,69113F-HRTimeline
Stonehearth Capital Management, LLC377,783$18M6.13%+9,75613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…306,034$14.5M0.02%+9,02013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/303,822$14.4M<0.01%-41,93213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,059$12.1M<0.01%-18,12513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding249,592$11.9M-292,624Timeline
FSA WEALTH PARTNERS, INC.210,010$9.98M2.5%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA191,660$9.11M<0.01%-34,98913F-HRTimelineGroup
Mason & Associates Inc138,643$6.59M1.06%+72013F-HRTimeline
Hamrick Investment Counsel, llc135,722$6.45M4.28%+16,70113F-HRTimeline
Steward Partners Investment Advisory, L…129,166$6.14M0.03%+109,35713F-HRTimeline
Park Edge Advisors, LLC127,116$6.04M1.29%+68,42113F-HRTimeline
MML INVESTORS SERVICES, LLC114,497$5.44M0.01%+8,75513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC105,822$5.03M1.49%+94113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP101,025$4.81M<0.01%-4,83513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC97,113$4.61M<0.01%-1,17013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…94,447$4.49M<0.01%-23,82213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…88,604$4.21M0.12%-10,24413F-HRTimelineGroup
Premier Path Wealth Partners, LLC84,732$4.03M0.46%+12,31113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,028$3.95M<0.01%-58,53813F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.82,292$3.91M0.86%-3,26013F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT79,555$3.78M0.38%-4,08513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC71,173$3.38M1.06%+80513F-HRTimeline
Cambridge Investment Research Advisors,…67,551$3.21M0.01%+88413F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth65,544$3.11M0.03%-71813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC65,107$3.09M0.47%-72013F-HRTimeline
Wealthspire Advisors, LLC64,638$3.07M0.02%013F-HRTimeline
Advisory Services Network, LLC58,715$2.79M0.03%-26213F-HRTimeline
Summit Financial Wealth Advisors, LLC54,068$2.57M0.33%+3,16713F-HRTimeline
Private Advisor Group, LLC52,003$2.47M0.01%+6,65313F-HRTimeline
Secure Asset Management, LLC49,849$2.37M0.33%-39,83613F-HRTimeline
Clay Northam Wealth Management, LLC46,268$2.2M1.08%-77613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC44,300$2.11M<0.01%013F-HRTimelineGroup
Haverford Trust Co44,255$2.1M0.02%013F-HRTimeline
&PARTNERS41,287$1.96M0.01%-3,41713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC40,178$1.91M0.02%-19,76713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,226$1.82M0.01%+32,18013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,715$1.79M<0.01%+10013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…31,658$1.5M0.55%-8,12313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,838$1.47M<0.01%-14,15313F-HRTimelineGroup
Janney Montgomery Scott LLC26,401$1.25M<0.01%-92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,571$1.22M<0.01%+89213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,372$1.21M<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC24,351$1.16M0.04%+65713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,295$1.15M0.06%-17,43013F-HRTimeline
Schorn Wealth LLC24,046$1.14M0.3%-92813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,924$1.04M0.01%-1,63313F-HRTimelineGroup
Beacon Financial Advisory LLC21,162$1.01M0.2%-6313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,415$970K0.01%-9,82813F-HRTimelineGroup
Sigma Planning Corp19,394$922K0.02%-36013F-HRTimeline
Acorn Wealth Advisors, LLC19,253$915K0.22%-16113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC16,522$785K0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,095$765K<0.01%-2,18413F-HRTimeline
VestGen Advisors, LLC15,234$724K0.02%-40913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,290$723K<0.01%+1,12213F-HRTimelineGroup
Strategic Financial Concepts, LLC14,825$705K0.21%+6313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,635$695K0.01%-59013F-HRTimelineGroup
Mutual Advisors, LLC14,425$685K0.01%-2,42413F-HRTimeline
FLOW TRADERS U.S. LLC13,790$655K0.03%new13F-HRTimeline
HORAN Wealth, LLC13,045$620K0.08%-55213F-HR/ATimeline
National Wealth Management Group, LLC11,565$550K0.17%-22113F-HRTimeline
BXM Wealth LLC10,940$520K0.28%013F-HRTimeline
Royal Palms Capital LLC10,830$515K0.45%+1,55013F-HRTimeline
Intrepid Financial Planning Group LLC10,632$505K0.17%-3713F-HRTimeline
Cambridge Advisors Inc.9,737$463K0.08%013F-HRTimeline
HRT FINANCIAL LP9,014$428K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.8,780$417K0.23%-1,33613F-HRTimeline
Dynamic Advisor Solutions LLC8,575$407K0.01%-47213F-HRTimeline
Ellsworth Advisors, LLC8,270$394K0.06%+19113F-HRTimeline
HighTower Advisors, LLC7,608$362K<0.01%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC7,157$340K0.19%013F-HRTimeline
Sunrise Financial Services, LLC7,157$340K0.2%+90613F-HRTimeline
FMR LLCin group FMR LLC6,953$330K<0.01%+2,65213F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …6,681$317K0.09%-1,36013F-HRTimelineGroup
Capital Advisors, Ltd. LLC6,544$311K0.03%-70413F-HRTimeline
Blue Chip Partners, LLC6,094$290K0.02%+1613F-HRTimeline
USA FINANCIAL FORMULAS5,960$283K0.05%13F-HRTimeline
Ausdal Financial Partners, Inc.5,608$267K0.01%-51713F-HRTimeline
JMG Financial Group, Ltd.5,579$265K0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,393$256K<0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC5,363$255K0.07%-3,98113F-HRTimeline
Diligent Investors, LLC5,280$251K0.06%-20013F-HRTimeline
Prasad Wealth Partners, LLC5,167$246K0.06%+1013F-HRTimeline
Signature Equity Partners, LLC4,784$227K0.1%-25313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,755$226K<0.01%+1013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,535$216K0.01%+34113F-HRTimelineGroup
Aptus Capital Advisors, LLC4,517$215K<0.01%-30313F-HRTimeline
Kingsview Wealth Management, LLC4,383$208K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,972$189K<0.01%+10013F-HRTimeline
Richardson Capital Management LLC3,750$178K0.08%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3,291$156K0.07%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,721$129K<0.01%-10013F-HRTimelineGroup
IFG Advisory, LLC1,783$84.7K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC1,667$79.2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,400$66.5K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,302$61.9K<0.01%-22113F-HRTimelineGroup
Miller Capital Partners, Inc.1,124$53.4K0.02%013F-HRTimeline
Triumph Capital Management1,097$52.2K0.01%+513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,052$50K<0.01%-11613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc1,013$48.1K<0.01%013F-HRTimeline
Canton Hathaway, LLC1,000$47.5K0.01%013F-HRTimeline
Atlatl Advisers LLC890$42.3K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC804$38K<0.01%-2213F-HRTimelineGroup
Golden State Wealth Management, LLC700$33.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC603$28.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC561$26.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd343$16.3K<0.01%+24813F-HRTimeline
Quent Capital, LLC221$10.5K<0.01%+6713F-HRTimeline
Institute for Wealth Management, LLC.217$10.3K<0.01%new13F-HRTimeline
Mosley Wealth Management209$9.93K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.190$9.03K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC167$7.94K<0.01%013F-HRTimeline
Global Retirement Partners, LLC127$6.03K<0.01%13F-HRTimeline
CoreCap Advisors, LLC64$3.04K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC34$1.62K<0.01%-413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC27$1.28K<0.01%013F-HRTimelineGroup
Arax Advisory Partners13$618<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12$571<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC7$333<0.01%new13F-HRTimeline