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Disclosery

OUSM ALPS ETF TR

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ETF (fund)

121 managers (122 13F filers) reported a position in OUSM shares at 2025-06-30, 13,171,484 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
121
13F filers
122
New
13
Added
50
Reduced
42
Sold out
9
Shares held by filers
13,171,484

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC1,641,689$70.9M0.02%+122,57813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,602,812$69.3M<0.01%+34,99813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.902,661$39M0.21%+77,84513F-HRTimeline
Sanctuary Advisors, LLC788,697$34.1M0.21%+7,72013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN762,820$33M0.01%-24,49713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC608,179$26.3M0.88%-228,39513F-HRTimelineGroup
LPL Financial LLC596,483$25.8M0.01%+27,79013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC583,401$25.2M0.01%+73,02313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA554,954$24M<0.01%+18,19713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG504,394$21.8M<0.01%-26,51213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/367,545$15.9M<0.01%+16,02813F-HRTimelineGroup
Stonehearth Capital Management, LLC350,366$15.1M6.27%-1,53113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…239,493$10.3M1.34%+27,70613F-HRTimeline
Prasad Wealth Partners, LLC232,347$10M2.94%+31,45313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…199,916$8.64M0.02%-48,78713F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,828$7.77M0.01%-20,96713F-HRTimelineGroup
Cetera Investment Advisers149,413$6.46M0.01%+19,58213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…140,654$6.08M0.22%-34,33413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC126,623$5.47M0.02%+12,01413F-HRTimeline
Mason & Associates Inc124,832$5.39M1.25%+3,29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,650$5.34M<0.01%+15,81213F-HRTimelineGroup
Axiom Financial Strategies, LLC113,463$4.9M2.74%-1,96113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…110,166$4.76M<0.01%+35,71913F-HRTimelineGroup
KICKSTAND VENTURES, LLC.107,934$4.66M1.09%-136,93813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding104,235$4.5M+9,135Timeline
SHEETS SMITH WEALTH MANAGEMENT100,764$4.35M0.51%-55113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC97,362$4.21M1.53%+3,81513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,936$3.63M0.03%+8,58413F-HRTimelineGroup
Premier Path Wealth Partners, LLC79,551$3.44M0.48%+1,25913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76,192$3.29M<0.01%+18,97513F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC68,629$2.97M1.98%-5813F-HRTimeline
Wealthspire Advisors, LLC64,638$2.79M0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,724$2.67M<0.01%-19,96713F-HRTimeline
Secure Asset Management, LLC59,423$2.57M0.48%+16,78413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,566$2.27M<0.01%+9,21813F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.50,446$2.18M0.65%+21,57513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC49,656$2.15M0.02%new13F-HRTimelineGroup
&PARTNERS49,313$2.13M0.02%+23,78013F-HRTimeline
Private Advisor Group, LLC48,760$2.11M0.01%-2,99013F-HRTimeline
Advisory Services Network, LLC45,420$1.97M0.03%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC45,389$1.96M0.14%-7,67513F-HRTimeline
Park Edge Advisors, LLC45,171$1.95M0.5%-3,41313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP44,400$1.92M<0.01%-76,97113F-HRTimelineGroup
Haverford Trust Co44,255$1.91M0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC41,900$1.81M<0.01%-1,00413F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,235$1.65M0.01%+6,21213F-HRTimeline
WealthPlan Investment Management, LLC36,178$1.56M0.11%+2,24113F-HRTimeline
Berkeley, Inc35,983$1.55M0.56%-123,70413F-HRTimeline
Schorn Wealth LLC33,030$1.43M0.47%-6,81313F-HRTimeline
Beacon Financial Advisory LLC32,244$1.39M0.36%+8,41113F-HRTimeline
EVERPAR ADVISORS LLC27,933$1.21M0.55%+7,52313F-HRTimeline
Janney Montgomery Scott LLC26,407$1.14M<0.01%-1,96413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,565$1.06M<0.01%-7,41913F-HRTimelineGroup
Sigma Planning Corp23,883$1.03M0.03%+2,06413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,740$1.03M<0.01%-7513F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,751$983K0.01%-9413F-HRTimelineGroup
Gladstone Institutional Advisory LLC21,729$939K0.04%+27113F-HRTimeline
Steward Partners Investment Advisory, L…21,170$915K0.01%-7,20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,139$913K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC19,060$837K0.02%+3,61213F-HRTimeline
Acorn Wealth Advisors, LLC19,134$827K0.31%+8413F-HRTimeline
Clay Northam Wealth Management, LLC18,124$783K0.5%+613F-HRTimeline
VestGen Advisors, LLC15,918$688K0.03%+83013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,289$661K0.01%-15113F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …13,061$564K0.21%-5,66013F-HRTimelineGroup
Strategic Financial Concepts, LLC12,713$554K0.08%+66513F-HRTimeline
Horan Securities, Inc.12,738$550K0.19%+2,08513F-HRTimeline
Dynamic Advisor Solutions LLC12,439$537K0.02%+1,91213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,633$503K0.01%+5013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,419$493K<0.01%-24,69513F-HRTimelineGroup
Nova Wealth Management, Inc.11,311$489K0.36%-1,05513F-HRTimeline
Cambridge Advisors Inc.9,737$421K0.09%-52913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,984$388K0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,637$382K<0.01%-1,20313F-HRTimeline
Kingsview Wealth Management, LLC7,926$342K0.01%+38013F-HRTimeline
Crews Bank & Trust7,831$338K0.05%new13F-HRTimeline
Cresset Asset Management, LLC7,711$333K<0.01%-58613F-HR/ATimeline
Ellsworth Advisors, LLC7,659$331K0.08%+29913F-HRTimeline
HighTower Advisors, LLC7,608$329K<0.01%+73513F-HRTimeline
Intrepid Financial Planning Group LLC7,408$320K0.13%+93113F-HRTimeline
CW Advisors, LLC7,367$318K<0.01%-1013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,355$318K<0.01%+2,03813F-HRTimelineGroup
Capital Advisors, Ltd. LLC7,229$312K0.04%-23513F-HRTimeline
Blue Chip Partners, LLC6,944$300K0.02%-8,57513F-HRTimeline
McGinn Penninger Investment Management,…6,929$299K0.19%013F-HRTimeline
PFG Advisors6,907$298K0.01%+45113F-HRTimeline
MGO ONE SEVEN LLC6,124$265K0.01%-53213F-HRTimeline
USA FINANCIAL FORMULAS6,079$263K0.04%new13F-HRTimeline
Diligent Investors, LLC5,680$245K0.06%013F-HRTimeline
Moloney Securities Asset Management, LLC5,645$244K0.03%+45313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC4,821$208K0.16%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,063$176K<0.01%-12513F-HRTimeline
Richardson Capital Management LLC3,750$162K0.08%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3,291$142K0.06%+1,32513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,071$133K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,940$127K<0.01%-18113F-HRTimeline
FMR LLCin group FMR LLC2,615$113K<0.01%+8813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,330$101K<0.01%new13F-HRTimelineGroup
GoalVest Advisory LLC2,217$95.8K0.02%013F-HRTimeline
NewEdge Advisors, LLC1,987$85.9K<0.01%-36413F-HRTimeline
COMERICA BANK1,819$78.6K<0.01%013F-HRTimeline
ORG Partners LLC1,758$77.1K0.02%+1013F-HRTimeline
Farther Finance Advisors, LLC1,313$56.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,276$55.1K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,072$46.3K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,013$43.8K<0.01%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,000$43K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Canton Hathaway, LLC1,000$43K0.01%013F-HRTimeline
Golden State Wealth Management, LLC700$30.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC561$24.2K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton450$19.4K<0.01%-60013F-HRTimeline
AdvisorNet Financial, Inc200$8.64K<0.01%-7513F-HRTimeline
Global Retirement Partners, LLC199$8.61K<0.01%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.165$7.13K<0.01%013F-HRTimeline
AE Wealth Management LLC95$4.12K<0.01%-22013F-HRTimeline
CoreCap Advisors, LLC64$2.77K<0.01%013F-HRTimeline
MAI Capital Management40$1.73K<0.01%+813F-HRTimeline
Qube Research & Technologies Ltd28$1.21K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9$389<0.01%new13F-HR/ATimeline
TOTAL INVESTMENT MANAGEMENT INC1$51<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.