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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 2026-03-31, 12,540,255 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
124
13F filers
125
New
13
Added
40
Reduced
48
Sold out
11
Shares held by filers
12,540,255

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,642,739$71.9M<0.01%-5,67513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,582,414$69.2M0.02%-345,37313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,438,718$62.9M0.02%+17,42513F-HRTimelineGroup
Cetera Investment Advisers1,042,102$45.6M0.05%-49,11413F-HRTimeline
Sanctuary Advisors, LLC880,733$38.5M0.21%-4,03713F-HRTimeline
LPL Financial LLC571,141$25M0.01%-39,82913F-HRTimeline
UBS Group AGgroup of 2 filers holding542,216$23.7M+28,283Timeline
Stonehearth Capital Management, LLC368,027$16.1M6.38%+2513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/345,754$15.1M<0.01%-3,72813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…297,014$13M0.02%-247,40913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN272,184$11.9M<0.01%-123,25313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA226,649$9.91M<0.01%+18,12513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP141,566$6.19M0.01%-42,45813F-HRTimelineGroup
Mason & Associates Inc137,923$5.93M1.15%+7,65013F-HRTimeline
Hamrick Investment Counsel, llc119,021$5.21M2.88%+41,96013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…118,269$5.17M<0.01%+95513F-HRTimelineGroup
KICKSTAND VENTURES, LLC.115,564$5.05M1.06%+2,62813F-HRTimeline
MML INVESTORS SERVICES, LLC105,742$4.63M0.01%-10,56613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC104,881$4.59M1.49%+6,48213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105,860$4.56M<0.01%+15,65813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…98,848$4.32M0.14%-61,56113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,283$4.3M<0.01%+5,24813F-HRTimelineGroup
Independent Advisor Alliance96,443$4.22M0.05%new13F-HRTimeline
Secure Asset Management, LLC89,685$3.92M0.62%+8,97713F-HRTimeline
BEAM WEALTH ADVISORS, INC.85,552$3.74M0.93%+16,94913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP85,200$3.73M<0.01%-40,70013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT83,640$3.66M0.41%-4,48213F-HRTimeline
Premier Path Wealth Partners, LLC72,421$3.17M0.41%-9,67413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC70,368$3.08M1.34%+1,83513F-HRTimeline
Cambridge Investment Research Advisors,…66,667$2.92M0.01%+3,84313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth66,262$2.9M0.03%+56,26813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC65,827$2.88M0.49%+56,26613F-HRTimeline
Wealthspire Advisors, LLC64,638$2.83M0.02%013F-HRTimeline
Willow Financial LLC64,290$2.81M2.85%-53,76813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding59,945$2.62M-8,594Timeline
Advisory Services Network, LLC58,977$2.58M0.03%+2,56713F-HRTimeline
Park Edge Advisors, LLC58,695$2.57M0.59%+25913F-HRTimeline
Summit Financial Wealth Advisors, LLC50,901$2.23M0.32%+2,76113F-HRTimeline
Clay Northam Wealth Management, LLC47,044$2.06M1.16%+13,65613F-HRTimeline
Private Advisor Group, LLC45,350$1.98M0.01%-1,51013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,991$1.97M<0.01%+38,56913F-HRTimelineGroup
&PARTNERS44,704$1.96M0.01%-3,06513F-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, LLC41,725$1.82M0.11%+28313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…39,781$1.74M0.72%-10,23213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,615$1.65M<0.01%+33513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,243$1.32M0.01%-27,35213F-HRTimelineGroup
Janney Montgomery Scott LLC27,323$1.2M<0.01%+70213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…26,617$1.16M0.09%new13F-HRTimelineGroup
Schorn Wealth LLC24,974$1.09M0.33%-1,07813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,679$1.08M<0.01%-2,81813F-HRTimelineGroup
Gladstone Institutional Advisory LLC23,694$1.04M0.04%+40313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,557$1.03M0.01%-17813F-HRTimelineGroup
Beacon Financial Advisory LLC21,225$928K0.21%+49213F-HRTimeline
Steward Partners Investment Advisory, L…19,809$866K<0.01%-1,41513F-HRTimeline
Sigma Planning Corp19,754$864K0.02%-69613F-HRTimeline
Acorn Wealth Advisors, LLC19,414$849K0.25%-9113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,279$800K<0.01%-1,13413F-HRTimeline
Mutual Advisors, LLC16,849$737K0.02%-1,48613F-HRTimeline
VestGen Advisors, LLC15,643$723K0.02%-1,04813F-HRTimeline
TFO Wealth Partners, LLC15,528$679K0.09%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,225$666K0.01%+2713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,045$658K<0.01%-6,64513F-HRTimelineGroup
Strategic Financial Concepts, LLC14,762$646K0.16%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,168$609K<0.01%-8,49713F-HR/ATimelineGroup
HORAN Wealth, LLC13,597$595K0.06%013F-HRTimeline
National Wealth Management Group, LLC11,786$516K0.19%-2,48613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,130$487K<0.01%new13F-HRTimelineGroup
BXM Wealth LLC10,940$479K0.37%+1,19013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,768$471K0.01%-34513F-HRTimelineGroup
Intrepid Financial Planning Group LLC10,669$467K0.19%+90813F-HRTimeline
Nova Wealth Management, Inc.10,116$442K0.29%-11513F-HRTimeline
Mariner, LLCin group Mariner, LLC9,930$434K<0.01%new13F-HRTimelineGroup
Cambridge Advisors Inc.9,737$426K0.08%013F-HRTimeline
EVERPAR ADVISORS LLC9,344$409K0.14%-3,54113F-HRTimeline
Royal Palms Capital LLC9,280$406K0.4%-1,11513F-HRTimeline
Dynamic Advisor Solutions LLC9,047$396K0.01%-62113F-HRTimeline
Ellsworth Advisors, LLC8,079$353K0.07%-43613F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …8,041$352K0.12%-2,53813F-HRTimelineGroup
HighTower Advisors, LLC7,608$333K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,596$332K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC7,248$317K0.04%+613F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC7,157$313K0.2%+53613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,843$299K<0.01%-24,97213F-HRTimelineGroup
Sunrise Financial Services, LLC6,251$273K0.19%+5,43013F-HRTimeline
Ausdal Financial Partners, Inc.6,125$268K0.01%-1,63513F-HRTimeline
Blue Chip Partners, LLC6,078$266K0.02%-63113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,046$264K<0.01%+51213F-HRTimeline
Diligent Investors, LLC5,480$240K0.06%013F-HRTimeline
Prasad Wealth Partners, LLC5,157$226K0.06%-2,82313F-HRTimeline
Signature Equity Partners, LLC5,037$220K0.12%-1,73413F-HRTimeline
Aptus Capital Advisors, LLC4,820$211K<0.01%-36213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,745$208K<0.01%+1113F-HRTimelineGroup
Regal Investment Advisors LLC4,648$203K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4,301$188K<0.01%+1,19613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,194$183K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,872$169K<0.01%+1,40013F-HRTimeline
Richardson Capital Management LLC3,750$164K0.08%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3,291$144K0.07%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,821$123K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,523$66.6K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,400$61.2K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,200$52.5K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,168$51K<0.01%+43013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Miller Capital Partners, Inc.1,124$49.2K0.02%013F-HRTimeline
Triumph Capital Management1,092$47.8K0.01%+513F-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, LLC826$36K<0.01%-1913F-HRTimelineGroup
Golden State Wealth Management, LLC700$30.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC603$26.5K<0.01%013F-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
NewEdge Advisors, LLC167$7.3K<0.01%013F-HR/ATimeline
Quent Capital, LLC154$6.74K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd95$4.16K<0.01%+6413F-HRTimeline
CoreCap Advisors, LLC64$2.8K<0.01%013F-HRTimeline
MAI Capital Management40$1.75K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC38$1.66K<0.01%13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC27$1.18K<0.01%-3613F-HRTimelineGroup
Arax Advisory Partners13$569<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.12$525<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS1$44<0.01%-7,81413F-HRTimeline