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Disclosery

OUSM ALPS ETF TR

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ETF (fund)

119 managers (120 13F filers) reported a position in OUSM shares at 2024-12-31, 12,539,875 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
119
13F filers
120
New
19
Added
61
Reduced
17
Sold out
8
Shares held by filers
12,539,875

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,833,287$80.1M0.02%+534,80813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,236,681$54.1M<0.01%+253,71413F-HR/ATimelineGroup
Sanctuary Advisors, LLC774,152$34.7M0.22%+19,28113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN776,580$34M0.01%+60,53813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.772,950$33.8M0.21%+37,83313F-HRTimeline
LPL Financial LLC603,217$26.4M0.01%+69,80813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…569,829$25.7M0.05%-3,51213F-HRTimelineGroup
UBS Group AGin group UBS Group AG542,873$23.7M0.01%+15,87513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA506,551$22.1M<0.01%+217,48013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC475,044$20.8M0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/395,774$17.3M<0.01%-136,00413F-HRTimelineGroup
Stonehearth Capital Management, LLC350,825$15.3M6.15%-98613F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda278,800$12.2M1.84%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP197,849$8.65M0.01%+1,92713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…181,594$7.94M1.6%+45,77313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…167,402$7.32M0.3%+10,67413F-HRTimelineGroup
Prasad Wealth Partners, LLC167,268$7.31M2.37%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC148,613$6.5M<0.01%+13,32913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC143,828$6.29M0.02%+25,29713F-HRTimeline
Mason & Associates Inc115,994$5.07M1.19%+3,90613F-HRTimeline
Axiom Financial Strategies, LLC112,730$4.93M2.75%-35,28013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT102,055$4.46M0.54%+16,21713F-HRTimeline
Independent Advisor Alliance101,945$4.46M0.06%new13F-HRTimeline
Berkeley, Inc98,701$4.32M2.23%-38,07913F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding93,557$4.09M+2,288Timeline
CASTLE WEALTH MANAGEMENT LLC91,606$4.01M1.58%+2,95813F-HRTimeline
Cetera Investment Advisers88,833$3.88M0.01%+66,20813F-HRTimeline
Premier Path Wealth Partners, LLC77,432$3.39M0.52%+1,89213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,645$3.26M<0.01%-12,97613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC72,014$3.15M2.4%+4,59713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,079$2.93M0.03%+18,14113F-HRTimelineGroup
Park Edge Advisors, LLC67,014$2.93M0.85%+5,50913F-HRTimeline
Wealthspire Advisors, LLC64,351$2.81M0.03%+35113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62,882$2.75M<0.01%+7,74913F-HRTimelineGroup
Private Advisor Group, LLC53,089$2.32M0.01%+51913F-HRTimeline
Blue Chip Partners, LLC52,044$2.28M0.2%new13F-HRTimeline
Schorn Wealth LLC46,486$2.03M0.66%-3,04113F-HRTimeline
Haverford Trust Co44,255$1.93M0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,799$1.91M<0.01%+24,95613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC42,973$1.88M<0.01%-41213F-HRTimelineGroup
KICKSTAND VENTURES, LLC.37,814$1.65M0.42%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,545$1.55M0.02%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,943$1.53M<0.01%-9,36813F-HRTimelineGroup
WealthPlan Investment Management, LLC34,045$1.49M0.15%+1,06413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,358$1.41M0.09%+2,64313F-HRTimeline
Cambridge Investment Research Advisors,…30,865$1.35M<0.01%+3,21613F-HRTimeline
Steward Partners Investment Advisory, L…28,396$1.24M0.01%+6013F-HRTimeline
&PARTNERS27,620$1.21M0.01%-7,72713F-HRTimeline
Janney Montgomery Scott LLC26,262$1.15M<0.01%+11,88513F-HRTimeline
Gladstone Institutional Advisory LLC26,168$1.14M0.05%-5,18113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,501$1.07M<0.01%new13F-HRTimelineGroup
Sigma Planning Corp23,726$1.04M0.03%+2,23513F-HRTimeline
BEAM WEALTH ADVISORS, INC.23,227$1.02M0.32%+3,66113F-HRTimeline
Clay Northam Wealth Management, LLC21,513$941K0.61%-1,30713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,331$933K<0.01%-19,78413F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,061$921K0.01%+53813F-HRTimelineGroup
Symphony Financial Services, Inc.20,836$911K0.73%-7,01113F-HRTimeline
Atria Wealth Solutions, Inc.19,941$872K0.01%+4,05113F-HRTimeline
Acorn Wealth Advisors, LLC19,494$852K0.35%+69513F-HRTimeline
Nova Wealth Management, Inc.17,951$785K0.68%13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …16,194$708K0.29%+4,58813F-HRTimelineGroup
EVERPAR ADVISORS LLC15,952$697K0.35%+1,38913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,414$674K0.02%+10,67513F-HRTimelineGroup
Mutual Advisors, LLC14,046$623K0.02%+2,53013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,363$584K<0.01%new13F-HRTimelineGroup
PUREfi Wealth, LLC12,475$545K0.53%13F-HRTimeline
Beacon Financial Advisory LLC11,040$483K0.16%+4,29213F-HRTimeline
MGO ONE SEVEN LLC10,427$456K0.02%+24413F-HRTimeline
Cambridge Advisors Inc.10,395$454K0.1%+17213F-HRTimeline
Strategic Financial Concepts, LLC10,170$445K0.09%new13F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,798$428K<0.01%+5,33313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,769$427K<0.01%+8013F-HR/ATimeline
Dynamic Advisor Solutions LLC9,562$418K0.02%+2,00613F-HRTimeline
Atria Investments, Inc9,458$414K0.01%+4,14713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,948$391K+775Timeline
HighTower Advisors, LLC8,657$378K<0.01%013F-HRTimeline
Cresset Asset Management, LLC8,297$363K<0.01%013F-HRTimeline
Trademark Financial Management, LLC7,892$345K0.27%+1,35713F-HRTimeline
Kingsview Wealth Management, LLC7,459$326K0.01%+813F-HRTimeline
Capital Advisors, Ltd. LLC7,459$326K0.04%+11713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,344$321K<0.01%new13F-HRTimelineGroup
Ellsworth Advisors, LLC7,189$314K0.08%+45413F-HRTimeline
Strategic Blueprint, LLC6,856$300K0.02%+73513F-HRTimeline
USA FINANCIAL FORMULAS6,257$274K0.04%+813F-HRTimeline
PFG Advisors5,870$257K0.02%+10013F-HRTimeline
Diligent Investors, LLC5,680$248K0.06%013F-HRTimeline
Kraft, Davis & Associates, LLC5,472$238K0.07%-46,49313F-HRTimeline
Horan Securities, Inc.5,081$222K0.08%+413F-HRTimeline
Moloney Securities Asset Management, LLC4,959$217K0.03%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,900$214K0.07%013F-HRTimeline
COMERICA BANK4,857$212K<0.01%+20413F-HR/ATimeline
HARBOUR INVESTMENTS, INC.4,618$202K0.01%+3,41813F-HRTimeline
Richardson Capital Management LLC3,750$164K0.1%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,539$155K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,871$126K<0.01%+10113F-HRTimeline
NewEdge Advisors, LLC2,351$103K<0.01%013F-HRTimeline
GoalVest Advisory LLC2,217$96.9K0.03%013F-HRTimeline
FMR LLCin group FMR LLC2,137$93.4K<0.01%+71213F-HRTimelineGroup
ORG Partners LLC2,060$90.3K0.01%-81513F-HRTimeline
Farther Finance Advisors, LLC1,613$70.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,410$61.6K<0.01%new13F-HRTimelineGroup
Atlatl Advisers LLC1,015$44.4K0.03%13F-HRTimeline
IFP Advisors, Inc1,007$44K<0.01%+713F-HRTimeline
Canton Hathaway, LLC1,000$44K0.01%013F-HRTimeline
Archer Investment Corp788$34.5K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC700$30.6K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton601$26.3K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC561$24.5K<0.01%013F-HRTimeline
COUNTRY TRUST BANK495$21.6K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC360$15.7K0.01%new13F-HRTimeline
AE Wealth Management LLC315$13.8K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc275$12K<0.01%-17513F-HRTimeline
Global Retirement Partners, LLC197$8.63K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.165$7.21K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC139$6.08K<0.01%new13F-HRTimeline
Sandy Spring Bank106$4.63K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC83$3.63K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC64$2.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.