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Disclosery

OUSM ALPS ETF TR

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ETF (fund)

117 managers (118 13F filers) reported a position in OUSM shares at 2025-03-31, 13,461,090 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
117
13F filers
118
New
11
Added
55
Reduced
34
Sold out
13
Shares held by filers
13,461,090

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,567,814$65.9M<0.01%+331,13313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,519,111$63.8M0.02%-314,17613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC836,574$35.2M1.31%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.824,816$34.7M0.21%+51,86613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN787,317$33.1M0.01%+10,73713F-HRTimelineGroup
Sanctuary Advisors, LLC780,977$32.8M0.23%+6,82513F-HRTimeline
LPL Financial LLC568,693$23.9M0.01%-34,52413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA536,757$22.6M0.01%+30,20613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG530,906$22.3M<0.01%-11,96713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC510,378$21.4M0.01%+35,33413F-HRTimelineGroup
Stonehearth Capital Management, LLC351,897$14.8M6.12%+1,07213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/351,517$14.8M<0.01%-44,25713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…248,703$11.7M0.03%-321,12613F-HR/ATimelineGroup
KICKSTAND VENTURES, LLC.244,872$10.3M2.65%+207,05813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…211,787$8.9M1.49%+30,19313F-HRTimeline
Prasad Wealth Partners, LLC200,894$8.44M2.76%+33,62613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP200,795$8.44M0.01%+2,94613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…174,988$7.35M0.3%+7,58613F-HRTimelineGroup
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda174,159$7.32M0.95%-104,64113F-HRTimelineGroup
Berkeley, Inc159,687$6.71M3.15%+60,98613F-HRTimeline
Cetera Investment Advisers129,831$5.46M0.01%+40,99813F-HRTimeline
Mason & Associates Inc121,542$5.11M1.27%+5,54813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP121,371$5.1M0.01%new13F-HRTimelineGroup
Axiom Financial Strategies, LLC115,424$4.85M2.88%+2,69413F-HRTimeline
MML INVESTORS SERVICES, LLC114,609$4.82M0.02%-29,21913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC107,838$4.53M<0.01%-40,77513F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT101,315$4.26M0.53%-74013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding95,100$4M+1,543Timeline
CASTLE WEALTH MANAGEMENT LLC93,547$3.93M1.54%+1,94113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,691$3.43M<0.01%+7,04613F-HRTimeline
Premier Path Wealth Partners, LLC78,292$3.29M0.51%+86013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.75,352$3.17M0.03%+8,27313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74,447$3.13M<0.01%+11,56513F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC68,687$2.89M2.25%-3,32713F-HRTimeline
Wealthspire Advisors, LLC64,638$2.72M0.02%+28713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,217$2.4M<0.01%+13,41813F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC53,064$2.23M0.14%+20,70613F-HRTimeline
Private Advisor Group, LLC51,750$2.17M0.01%-1,33913F-HRTimeline
Park Edge Advisors, LLC48,584$2.04M0.57%-18,43013F-HRTimeline
Haverford Trust Co44,255$1.86M0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp43,348$1.82M<0.01%+33,55013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC42,904$1.8M<0.01%-6913F-HRTimelineGroup
Secure Asset Management, LLC42,639$1.79M0.36%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC42,031$1.77M<0.01%new13F-HR/ATimelineGroup
Schorn Wealth LLC39,843$1.67M0.55%-6,64313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,114$1.52M<0.01%+28,77013F-HRTimelineGroup
WealthPlan Investment Management, LLC33,937$1.43M0.14%-10813F-HRTimeline
Cambridge Investment Research Advisors,…32,023$1.35M<0.01%+1,15813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,984$1.34M<0.01%-2,95913F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.28,871$1.21M0.41%+5,64413F-HRTimeline
Steward Partners Investment Advisory, L…28,370$1.19M0.01%-2613F-HRTimeline
Janney Montgomery Scott LLC28,371$1.19M<0.01%+2,10913F-HRTimeline
&PARTNERS25,533$1.07M0.01%-2,08713F-HRTimeline
Beacon Financial Advisory LLC23,833$1M0.3%+12,79313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,815$1M<0.01%+2,48413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,845$960K0.01%+1,78413F-HRTimelineGroup
Sigma Planning Corp21,819$917K0.03%-1,90713F-HRTimeline
Gladstone Institutional Advisory LLC21,458$902K0.04%-4,71013F-HRTimeline
EVERPAR ADVISORS LLC20,410$858K0.46%+4,45813F-HRTimeline
Atria Wealth Solutions, Inc.19,278$810K0.01%-66313F-HRTimeline
Acorn Wealth Advisors, LLC19,050$800K0.33%-44413F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …18,721$787K0.34%+2,52713F-HRTimelineGroup
Clay Northam Wealth Management, LLC18,118$761K0.53%-3,39513F-HRTimeline
PUREfi Wealth, LLC15,950$670K0.67%+3,47513F-HRTimeline
Blue Chip Partners, LLC15,519$652K0.06%-36,52513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,440$649K0.01%+2613F-HRTimelineGroup
VestGen Advisors, LLC15,088$634K0.03%13F-HRTimeline
Mutual Advisors, LLC15,448$632K0.02%+1,40213F-HRTimeline
FLOW TRADERS U.S. LLC13,926$585K0.02%new13F-HRTimeline
Nova Wealth Management, Inc.12,366$520K0.45%-5,58513F-HR/ATimeline
Strategic Financial Concepts, LLC12,048$506K0.09%+1,87813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,583$487K0.02%+2,63513F-HRTimelineGroup
Horan Securities, Inc.10,653$448K0.17%+5,57213F-HRTimeline
Dynamic Advisor Solutions LLC10,527$442K0.01%+96513F-HRTimeline
Cambridge Advisors Inc.10,266$431K0.09%-12913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,840$413K<0.01%+7113F-HRTimeline
Strategic Blueprint, LLC8,501$357K0.02%+1,64513F-HRTimeline
Cresset Asset Management, LLC8,297$349K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC7,546$317K0.01%+8713F-HRTimeline
Capital Advisors, Ltd. LLC7,464$314K0.04%+513F-HRTimeline
CW Advisors, LLC7,377$310K<0.01%new13F-HRTimeline
Ellsworth Advisors, LLC7,360$309K0.08%+17113F-HRTimeline
McGinn Penninger Investment Management,…6,929$291K0.19%new13F-HRTimeline
HighTower Advisors, LLC6,873$289K<0.01%-1,78413F-HRTimeline
MGO ONE SEVEN LLC6,656$280K0.01%-3,77113F-HRTimeline
Intrepid Financial Planning Group LLC6,477$279K0.13%new13F-HRTimeline
PFG Advisors6,456$271K0.02%+58613F-HRTimeline
Diligent Investors, LLC5,680$239K0.06%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,319$224K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,317$223K<0.01%-8,04613F-HRTimelineGroup
Moloney Securities Asset Management, LLC5,192$218K0.03%+23313F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,900$206K0.12%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC4,821$203K0.17%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,188$176K0.01%-43013F-HRTimeline
Richardson Capital Management LLC3,750$158K0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,121$131K<0.01%+25013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,071$129K<0.01%-46813F-HRTimelineGroup
FMR LLCin group FMR LLC2,527$106K<0.01%+39013F-HRTimelineGroup
NewEdge Advisors, LLC2,351$98.8K<0.01%013F-HRTimeline
GoalVest Advisory LLC2,217$93.2K0.03%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,966$82.6K0.03%+1,60613F-HRTimeline
COMERICA BANK1,819$76.4K<0.01%-3,03813F-HRTimeline
ORG Partners LLC1,748$74.2K0.02%-31213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,410$59.2K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,313$55.6K<0.01%-30013F-HRTimeline
Rosenberg Matthew Hamilton1,050$44.1K0.01%+44913F-HRTimeline
IFP Advisors, Inc1,011$42.5K<0.01%+413F-HRTimeline
Canton Hathaway, LLC1,000$42K0.01%013F-HRTimeline
Golden State Wealth Management, LLC700$29.4K<0.01%013F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC561$24.5K<0.01%013F-HRTimeline
AE Wealth Management LLC315$13.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc275$11.6K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.165$6.93K<0.01%013F-HRTimeline
Sandy Spring Bank106$4.45K<0.01%013F-HRTimeline
CoreCap Advisors, LLC64$2.69K<0.01%013F-HRTimeline
MAI Capital Management32$1.35K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.