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Disclosery

OUSM ALPS ETF TR

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ETF (fund)

124 managers (125 13F filers) reported a position in OUSM shares at 2025-12-31, 13,510,194 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
124
13F filers
125
New
11
Added
41
Reduced
48
Sold out
13
Shares held by filers
13,510,194

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC1,927,787$84.3M0.02%-64,92613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,648,414$72.1M<0.01%-36,93913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,421,293$62.2M0.02%+53,54113F-HRTimelineGroup
Cetera Investment Advisers1,091,216$47.7M0.05%+9,50913F-HRTimeline
Sanctuary Advisors, LLC884,770$38.7M0.21%+45,66113F-HRTimeline
LPL Financial LLC610,970$26.7M0.01%+15,29813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…544,423$23.9M0.04%+269,05413F-HRTimelineGroup
UBS Group AGin group UBS Group AG513,933$22.5M<0.01%+28,46113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN395,437$17.3M<0.01%-138,75613F-HRTimelineGroup
Stonehearth Capital Management, LLC368,002$16.1M5.96%+12,72013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/349,482$15.3M<0.01%-39,60313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA208,524$9.12M<0.01%-352,30713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP184,024$8.05M0.01%-4,94213F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.165,463$7.24M2.6%-1,18513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…160,409$7.02M0.23%+2513F-HRTimelineGroup
Mason & Associates Inc130,273$5.7M1.07%-2,25713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP125,900$5.51M0.01%+49,90013F-HRTimelineGroup
Willow Financial LLC118,058$5.16M5.25%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117,314$5.13M<0.01%-1,26613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC116,308$5.09M0.01%-9,32613F-HRTimeline
KICKSTAND VENTURES, LLC.112,936$4.94M1.04%+2,82313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC98,399$4.3M1.43%-10713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,035$4.07M<0.01%-28,84113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP90,202$3.95M<0.01%-10,70913F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT88,122$3.85M0.42%-4,45513F-HRTimeline
Premier Path Wealth Partners, LLC82,095$3.59M0.46%-3,15013F-HRTimeline
Secure Asset Management, LLC80,708$3.53M0.56%+3,77513F-HRTimeline
Hamrick Investment Counsel, llc77,061$3.37M2.51%13F-HRTimeline
BEAM WEALTH ADVISORS, INC.68,603$3M0.82%+5,06013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding68,539$3M+1,035Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC68,533$3M1.48%-39513F-HRTimeline
Wealthspire Advisors, LLC64,638$2.83M0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…62,824$2.75M0.01%+19,70713F-HRTimeline
Park Edge Advisors, LLC58,436$2.56M0.58%+88213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,595$2.52M0.02%-21,11113F-HRTimelineGroup
Advisory Services Network, LLC56,410$2.47M0.03%+9,75213F-HRTimeline
Axiom Financial Strategies, LLC51,012$2.23M0.94%-1,39013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…50,013$2.19M0.76%+30,53813F-HRTimeline
Summit Financial Wealth Advisors, LLC48,140$2.11M0.3%new13F-HRTimeline
&PARTNERS47,769$2.09M0.01%+48413F-HRTimeline
Private Advisor Group, LLC46,860$2.05M0.01%-11913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC44,300$1.94M<0.01%013F-HRTimelineGroup
Haverford Trust Co44,255$1.94M0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC41,442$1.81M0.11%-3,65713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,280$1.63M<0.01%-45,67213F-HRTimelineGroup
WealthPlan Investment Management, LLC36,553$1.6M0.1%+1,12413F-HRTimeline
Clay Northam Wealth Management, LLC33,388$1.46M0.81%+11,00913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,815$1.39M0.01%-17,72613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,497$1.2M<0.01%-8,42513F-HRTimelineGroup
Janney Montgomery Scott LLC26,621$1.16M<0.01%-3513F-HRTimeline
Schorn Wealth LLC26,052$1.14M0.35%-3,00113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,735$1.04M0.01%+78313F-HRTimelineGroup
Gladstone Institutional Advisory LLC23,291$1.02M0.04%+1,15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,665$991K<0.01%-1,34413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,690$949K<0.01%-14,61813F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,224$928K0.01%-50113F-HRTimeline
Beacon Financial Advisory LLC20,733$907K0.21%-2,26513F-HRTimeline
Arkadios Wealth Advisors20,571$900K0.02%new13F-HRTimeline
Sigma Planning Corp20,450$895K0.02%-1,97413F-HRTimeline
Acorn Wealth Advisors, LLC19,505$853K0.25%-14713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,413$849K<0.01%-25,30313F-HRTimeline
Mutual Advisors, LLC18,335$802K0.02%-54613F-HRTimeline
VestGen Advisors, LLC16,691$730K0.03%-9813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,905$696K<0.01%+2,57213F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,593$682K0.23%-87213F-HRTimelineGroup
TFO Wealth Partners, LLC15,528$679K0.1%013F-HRTimeline
Berkeley, Inc15,465$676K0.22%-7,84813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,198$665K0.01%+4313F-HRTimelineGroup
National Wealth Management Group, LLC14,272$624K0.22%+22813F-HRTimeline
HORAN Wealth, LLC13,597$595K0.09%+72413F-HRTimeline
EVERPAR ADVISORS LLC12,885$564K0.21%-21,79813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,113$486K0.01%-52013F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …10,579$463K0.15%-1,86813F-HRTimelineGroup
Royal Palms Capital LLC10,395$455K0.54%13F-HRTimeline
Nova Wealth Management, Inc.10,231$448K0.31%-27113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,994$437K0.01%new13F-HRTimelineGroup
Intrepid Financial Planning Group LLC9,761$427K0.16%+1,45613F-HRTimeline
BXM Wealth LLC9,750$426K0.33%new13F-HRTimeline
Cambridge Advisors Inc.9,737$426K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC9,668$423K0.01%-1,91213F-HRTimeline
Brady Martz Wealth Solutions, LLC9,561$418K0.07%new13F-HRTimeline
Ellsworth Advisors, LLC8,515$390K0.08%-28313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,851$353K<0.01%-32913F-HRTimeline
Prasad Wealth Partners, LLC7,980$349K0.09%-218,88813F-HRTimeline
USA FINANCIAL FORMULAS7,815$342K0.06%+23713F-HRTimeline
Ausdal Financial Partners, Inc.7,760$339K0.02%+49913F-HRTimeline
Cresset Asset Management, LLC7,711$337K<0.01%013F-HRTimeline
HighTower Advisors, LLC7,608$333K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC7,242$317K0.04%+813F-HRTimeline
Signature Equity Partners, LLC6,771$296K0.16%13F-HRTimeline
Blue Chip Partners, LLC6,709$293K0.02%+1913F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,621$290K0.19%+1,80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,422$281K<0.01%new13F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,534$242K<0.01%+30613F-HRTimeline
Diligent Investors, LLC5,480$240K0.06%013F-HRTimeline
Aptus Capital Advisors, LLC5,182$227K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,734$207K<0.01%+1,62113F-HR/ATimelineGroup
Richardson Capital Management LLC3,750$164K0.08%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3,291$144K0.07%013F-HRTimeline
FMR LLCin group FMR LLC3,105$136K<0.01%+54513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,821$123K<0.01%-25013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,472$108K<0.01%+1,02213F-HRTimeline
ORG Partners LLC1,663$72.9K0.01%+1213F-HRTimeline
COMERICA BANK1,572$68.8K<0.01%-2413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,400$61.2K<0.01%+1,31813F-HRTimelineGroup
Miller Capital Partners, Inc.1,124$49.2K0.03%13F-HRTimeline
Triumph Capital Management1,087$47.5K0.01%new13F-HRTimeline
IFP Advisors, Inc1,013$44.3K<0.01%013F-HRTimeline
Canton Hathaway, LLC1,000$43.7K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC845$37K<0.01%-622,05413F-HR/ATimelineGroup
Sunrise Financial Services, LLC821$35.9K0.03%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.738$32K<0.01%+12213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Golden State Wealth Management, LLC700$30.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC603$26.4K<0.01%+17513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC561$24.5K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.190$8.31K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC190$8.31K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC167$7.3K<0.01%013F-HRTimeline
Quent Capital, LLC154$6.74K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC126$5.5K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC64$2.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63$2.76K<0.01%+913F-HRTimelineGroup
MAI Capital Management40$1.75K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd31$1.36K<0.01%013F-HRTimeline